Skip to content
Beacon
Screener

JQUA vs PSET

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

JQUA

JPMorgan U.S. Quality Factor ETF

JPMorgan

Annual cost

0.12%

Fund size

$7.5B

PSET

Principal Quality ETF

Principal Funds

Annual cost

0.15%

Fund size

$33M

Key differences

  • JQUA is significantly larger than PSET — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, JQUA has delivered higher annualized returns.

Side-by-side comparison

JQUAPSET
Annual cost (TER)0.12%0.15%
Fund size (AUM)$7.5B$33M
Since20172016
Dividend yield1.16%0.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.9%+8.5%
CAGR 3Y+20.3%+13.7%
CAGR 5Y+13.7%+9.0%
Sharpe 3Y1.170.65
Volatility 1Y11.26%12.82%
Max drawdown-32.92%-34.74%

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

Similar to JQUA and PSET