Screener
JUSA vs BKLC
JPMorgan U.S. Research Enhanced Large Cap ETF vs BNY Mellon US Large Cap Core Equity ETF
Key differences
Both JUSA and BKLC are equity ETFs. JUSA charges 0.12% a year and BKLC 0.00%. The main difference: JUSA follows a active selection strategy; BKLC uses index tracking.
- JUSA follows a active selection strategy; BKLC uses index tracking.
- BKLC costs 0.12% less per year.
- BKLC is much larger than JUSA. Larger funds are usually more liquid and less likely to close.
- BKLC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JUSA | BKLC | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.00% |
| Fund size (AUM) | $319M | $5.4B |
| Since | 2025 | 2020 |
| Dividend yield | 0.82% | 1.01% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.0% | +25.0% |
| CAGR 3Y | N/A | +23.3% |
| CAGR 5Y | N/A | +13.9% |
| Sharpe 3Y | N/A | 1.23 |
| Volatility 1Y | 12.08% | 12.44% |
| Max drawdown | -14.02% | -26.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.