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JPSV vs DISV
Jpmorgan Active Small Cap Value ETF vs Dimensional International Small Cap Value ETF
Key differences
Both JPSV and DISV are equity ETFs. JPSV charges 0.74% a year and DISV 0.42%. The main difference: DISV costs 0.32% less per year.
- DISV costs 0.32% less per year.
- DISV is much larger than JPSV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DISV has delivered higher annualized returns.
Side-by-side comparison
| JPSV | DISV | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.42% |
| Fund size (AUM) | $25M | $4.9B |
| Since | 2023 | 2022 |
| Dividend yield | 1.27% | 2.35% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.9% | +31.4% |
| CAGR 3Y | +13.3% | +25.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.59 | 1.28 |
| Volatility 1Y | 15.59% | 14.72% |
| Max drawdown | -22.78% | -26.77% |
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