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JPSV vs DFIS
Jpmorgan Active Small Cap Value ETF vs Dimensional International Small Cap ETF
Key differences
Both JPSV and DFIS are equity ETFs. JPSV charges 0.74% a year and DFIS 0.39%. The main difference: DFIS costs 0.35% less per year.
- DFIS costs 0.35% less per year.
- DFIS is much larger than JPSV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFIS has delivered higher annualized returns.
Side-by-side comparison
| JPSV | DFIS | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.39% |
| Fund size (AUM) | $25M | $6.0B |
| Since | 2023 | 2022 |
| Dividend yield | 1.27% | 1.98% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.9% | +25.0% |
| CAGR 3Y | +13.3% | +19.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.59 | 1.02 |
| Volatility 1Y | 15.59% | 14.77% |
| Max drawdown | -22.78% | -27.23% |
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