Screener
JPSV vs MCDS
Jpmorgan Active Small Cap Value ETF vs JPMorgan Fundamental Data Science Mid Core ETF
Key differences
- MCDS costs 0.39% less per year.
- JPSV is significantly larger than MCDS — larger funds tend to be more liquid and less likely to close.
- JPSV follows a active selection strategy; MCDS uses index tracking.
Side-by-side comparison
| JPSV | MCDS | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.35% |
| Fund size (AUM) | $25M | $8M |
| Since | 2023 | 2024 |
| Dividend yield | 1.30% | 1.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.1% | +20.9% |
| CAGR 3Y | +12.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.55 | N/A |
| Volatility 1Y | 15.77% | 13.36% |
| Max drawdown | -22.78% | -20.53% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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