Skip to content
Beacon
Screener

JPSV vs DFVX

Jpmorgan Active Small Cap Value ETF vs Dimensional US Large Cap Vector ETF

JPSV

Jpmorgan Active Small Cap Value ETF

Annual cost

0.74%

Fund size

$25M

DFVX

Dimensional US Large Cap Vector ETF

Annual cost

0.19%

Fund size

$517M

Key differences

Both JPSV and DFVX are equity ETFs. JPSV charges 0.74% a year and DFVX 0.19%. The main difference: DFVX costs 0.55% less per year.

  • DFVX costs 0.55% less per year.
  • DFVX is much larger than JPSV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

JPSVDFVX
Annual cost (TER)0.74%0.19%
Fund size (AUM)$25M$517M
Since20232023
Dividend yield1.27%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+17.9%+23.8%
CAGR 3Y+13.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.59N/A
Volatility 1Y15.59%10.99%
Max drawdown-22.78%-16.71%

Similar to JPSV and DFVX