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JPUS vs JPSE

JPMorgan Diversified Return U.S. Equity ETF vs JPMorgan Diversified Return U.S. Small Cap Equity ETF

JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPMorgan

Annual cost

0.18%

Fund size

$442M

JPSE

JPMorgan Diversified Return U.S. Small Cap Equity ETF

JPMorgan

Annual cost

0.29%

Fund size

$587M

Key differences

  • JPUS costs 0.11% less per year.
  • JPUS follows a active selection strategy; JPSE uses index tracking.

Side-by-side comparison

JPUSJPSE
Annual cost (TER)0.18%0.29%
Fund size (AUM)$442M$587M
Since20152016
Dividend yield2.05%1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.8%+34.0%
CAGR 3Y+16.0%+16.2%
CAGR 5Y+9.6%+7.5%
Sharpe 3Y0.970.71
Volatility 1Y10.51%16.11%
Max drawdown-38.69%-43.02%

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

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