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JQUA vs AQLT

JPMorgan U.S. Quality Factor ETF vs iShares MSCI Global Quality Factor ETF

JQUA

JPMorgan U.S. Quality Factor ETF

JPMorgan

Annual cost

0.12%

Fund size

$7.5B

AQLT

iShares MSCI Global Quality Factor ETF

iShares

Annual cost

0.20%

Fund size

$246M

Key differences

  • JQUA costs 0.08% less per year.
  • JQUA is significantly larger than AQLT — larger funds tend to be more liquid and less likely to close.
  • JQUA covers north america markets; AQLT covers global.
  • JQUA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JQUAAQLT
Annual cost (TER)0.12%0.20%
Fund size (AUM)$7.5B$246M
Since20172024
Dividend yield1.16%0.97%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+20.9%+29.5%
CAGR 3Y+20.3%N/A
CAGR 5Y+13.7%N/A
Sharpe 3Y1.17N/A
Volatility 1Y11.26%13.50%
Max drawdown-32.92%-16.84%

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

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