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JPSV vs XCHG

Jpmorgan Active Small Cap Value ETF vs Ab US Equity ETF

JPSV

Jpmorgan Active Small Cap Value ETF

Annual cost

0.74%

Fund size

$25M

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

Key differences

Both JPSV and XCHG are equity ETFs. JPSV charges 0.74% a year and XCHG 0.50%. The main difference: XCHG costs 0.24% less per year.

  • XCHG costs 0.24% less per year.
  • XCHG is much larger than JPSV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

JPSVXCHG
Annual cost (TER)0.74%0.50%
Fund size (AUM)$25M$702M
Since20232025
Dividend yield1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+17.9%N/A
CAGR 3Y+13.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.59N/A
Volatility 1Y15.59%
Max drawdown-22.78%-9.67%

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

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