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JPSV vs JPUS
Jpmorgan Active Small Cap Value ETF vs JPMorgan Diversified Return U.S. Equity ETF
Key differences
- JPUS costs 0.56% less per year.
- JPUS is significantly larger than JPSV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, JPUS has delivered higher annualized returns.
- JPUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPSV | JPUS | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.18% |
| Fund size (AUM) | $25M | $442M |
| Since | 2023 | 2015 |
| Dividend yield | 1.30% | 2.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.1% | +21.8% |
| CAGR 3Y | +12.5% | +16.0% |
| CAGR 5Y | N/A | +9.6% |
| Sharpe 3Y | 0.55 | 0.97 |
| Volatility 1Y | 15.77% | 10.51% |
| Max drawdown | -22.78% | -38.69% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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