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JPSV vs LOWV

Jpmorgan Active Small Cap Value ETF vs AB US Low Volatility Equity ETF

JPSV

Jpmorgan Active Small Cap Value ETF

Annual cost

0.74%

Fund size

$25M

LOWV

AB US Low Volatility Equity ETF

Annual cost

0.39%

Fund size

$204M

Key differences

Both JPSV and LOWV are equity ETFs. JPSV charges 0.74% a year and LOWV 0.39%. The main difference: LOWV costs 0.35% less per year.

  • LOWV costs 0.35% less per year.
  • LOWV is much larger than JPSV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LOWV has delivered higher annualized returns.

Side-by-side comparison

JPSVLOWV
Annual cost (TER)0.74%0.39%
Fund size (AUM)$25M$204M
Since20232023
Dividend yield1.27%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+17.9%+9.9%
CAGR 3Y+13.3%+15.9%
CAGR 5YN/AN/A
Sharpe 3Y0.590.98
Volatility 1Y15.59%10.57%
Max drawdown-22.78%-13.87%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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