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JPUS vs JIG

JPMorgan Diversified Return U.S. Equity ETF vs JPMorgan International Growth ETF

JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPMorgan

Annual cost

0.18%

Fund size

$442M

JIG

JPMorgan International Growth ETF

JPMorgan

Annual cost

0.55%

Fund size

$429M

Key differences

  • JPUS costs 0.37% less per year.
  • JPUS follows a active selection strategy; JIG uses index tracking.
  • Over the last 3 years, JPUS has delivered higher annualized returns.
  • JPUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JPUSJIG
Annual cost (TER)0.18%0.55%
Fund size (AUM)$442M$429M
Since20152020
Dividend yield2.05%2.04%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.8%+22.5%
CAGR 3Y+16.0%+14.2%
CAGR 5Y+9.6%+3.9%
Sharpe 3Y0.970.66
Volatility 1Y10.51%18.34%
Max drawdown-38.69%-43.75%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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