Screener
JPSV vs DFLV
Jpmorgan Active Small Cap Value ETF vs Dimensional US Large Cap Value ETF
Key differences
Both JPSV and DFLV are equity ETFs. JPSV charges 0.74% a year and DFLV 0.21%. The main difference: DFLV costs 0.53% less per year.
- DFLV costs 0.53% less per year.
- DFLV is much larger than JPSV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFLV has delivered higher annualized returns.
Side-by-side comparison
| JPSV | DFLV | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.21% |
| Fund size (AUM) | $25M | $6.2B |
| Since | 2023 | 2022 |
| Dividend yield | 1.27% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.9% | +32.8% |
| CAGR 3Y | +13.3% | +20.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.59 | 1.15 |
| Volatility 1Y | 15.59% | 11.35% |
| Max drawdown | -22.78% | -16.80% |
Similar to JPSV and DFLV
Explore further