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JPSV vs BLCV

Jpmorgan Active Small Cap Value ETF vs iShares Large Cap Value Active ETF

JPSV

Jpmorgan Active Small Cap Value ETF

Annual cost

0.74%

Fund size

$25M

BLCV

iShares Large Cap Value Active ETF

Annual cost

0.46%

Fund size

$325M

Key differences

Both JPSV and BLCV are equity ETFs. JPSV charges 0.74% a year and BLCV 0.46%. The main difference: BLCV costs 0.28% less per year.

  • BLCV costs 0.28% less per year.
  • BLCV is much larger than JPSV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, BLCV has delivered higher annualized returns.

Side-by-side comparison

JPSVBLCV
Annual cost (TER)0.74%0.46%
Fund size (AUM)$25M$325M
Since20232023
Dividend yield1.27%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+17.9%+20.7%
CAGR 3Y+13.3%+19.3%
CAGR 5YN/AN/A
Sharpe 3Y0.591.16
Volatility 1Y15.59%11.65%
Max drawdown-22.78%-13.44%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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