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JQUA vs QUAL

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

JQUA

JPMorgan U.S. Quality Factor ETF

JPMorgan

Annual cost

0.12%

Fund size

$7.5B

QUAL

iShares MSCI USA Quality Factor ETF

iShares

Annual cost

0.15%

Fund size

$50.1B

Key differences

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

Side-by-side comparison

JQUAQUAL
Annual cost (TER)0.12%0.15%
Fund size (AUM)$7.5B$50.1B
Since20172013
Dividend yield1.16%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.9%+22.9%
CAGR 3Y+20.3%+20.8%
CAGR 5Y+13.7%+12.3%
Sharpe 3Y1.171.13
Volatility 1Y11.26%12.05%
Max drawdown-32.92%-34.06%

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

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