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JQUA vs FQAL

JPMorgan U.S. Quality Factor ETF vs Fidelity Quality Factor ETF

JQUA

JPMorgan U.S. Quality Factor ETF

JPMorgan

Annual cost

0.12%

Fund size

$7.5B

FQAL

Fidelity Quality Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.4B

Key differences

  • JQUA is significantly larger than FQAL — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

JQUAFQAL
Annual cost (TER)0.12%0.15%
Fund size (AUM)$7.5B$1.4B
Since20172016
Dividend yield1.16%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.9%+22.6%
CAGR 3Y+20.3%+20.8%
CAGR 5Y+13.7%+12.4%
Sharpe 3Y1.171.18
Volatility 1Y11.26%11.34%
Max drawdown-32.92%-33.71%

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

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