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JPSV vs NBCR
Jpmorgan Active Small Cap Value ETF vs Neuberger Core Equity ETF
Key differences
Both JPSV and NBCR are equity ETFs. JPSV charges 0.74% a year and NBCR 0.29%. The main difference: JPSV follows a active selection strategy; NBCR uses index tracking.
- JPSV follows a active selection strategy; NBCR uses index tracking.
- NBCR costs 0.45% less per year.
- NBCR is much larger than JPSV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| JPSV | NBCR | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.29% |
| Fund size (AUM) | $25M | $886M |
| Since | 2023 | 2024 |
| Dividend yield | 1.27% | 0.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.9% | +20.5% |
| CAGR 3Y | +13.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.59 | N/A |
| Volatility 1Y | 15.59% | 11.75% |
| Max drawdown | -22.78% | -18.23% |
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