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JPSV vs JVAL
Jpmorgan Active Small Cap Value ETF vs JPMorgan U.S. Value Factor ETF
Key differences
- JVAL costs 0.62% less per year.
- JVAL is significantly larger than JPSV — larger funds tend to be more liquid and less likely to close.
- JPSV follows a active selection strategy; JVAL uses index tracking.
- Over the last 3 years, JVAL has delivered higher annualized returns.
- JVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPSV | JVAL | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.12% |
| Fund size (AUM) | $25M | $733M |
| Since | 2023 | 2017 |
| Dividend yield | 1.30% | 1.87% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.1% | +36.5% |
| CAGR 3Y | +12.5% | +21.5% |
| CAGR 5Y | N/A | +11.6% |
| Sharpe 3Y | 0.55 | 1.09 |
| Volatility 1Y | 15.77% | 13.86% |
| Max drawdown | -22.78% | -40.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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