Screener
JPSV vs DFAS
Jpmorgan Active Small Cap Value ETF vs Dimensional U.S. Small Cap ETF
Key differences
Both JPSV and DFAS are equity ETFs. JPSV charges 0.74% a year and DFAS 0.26%. The main difference: DFAS costs 0.48% less per year.
- DFAS costs 0.48% less per year.
- DFAS is much larger than JPSV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFAS has delivered higher annualized returns.
- DFAS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPSV | DFAS | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.26% |
| Fund size (AUM) | $25M | $14.4B |
| Since | 2023 | 1998 |
| Dividend yield | 1.27% | 0.92% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.9% | +26.7% |
| CAGR 3Y | +13.3% | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.59 | 0.70 |
| Volatility 1Y | 15.59% | 16.88% |
| Max drawdown | -22.78% | -26.13% |
Similar to JPSV and DFAS
Explore further