Screener
JPUS vs JPSV
JPMorgan Diversified Return U.S. Equity ETF vs Jpmorgan Active Small Cap Value ETF
Key differences
- JPUS costs 0.56% less per year.
- JPUS is significantly larger than JPSV — larger funds tend to be more liquid and less likely to close.
- 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
| JPUS | JPSV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.74% |
| Fund size (AUM) | $442M | $25M |
| Since | 2015 | 2023 |
| Dividend yield | 2.05% | 1.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.8% | +18.1% |
| CAGR 3Y | +16.0% | +12.5% |
| CAGR 5Y | +9.6% | N/A |
| Sharpe 3Y | 0.97 | 0.55 |
| Volatility 1Y | 10.51% | 15.77% |
| Max drawdown | -38.69% | -22.78% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to JPUS and JPSV
Explore further