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JUSA vs CGVV

JPMorgan U.S. Research Enhanced Large Cap ETF vs Capital Group U.S. Large Value ETF

JUSA

JPMorgan U.S. Research Enhanced Large Cap ETF

Annual cost

0.12%

Fund size

$319M

CGVV

Capital Group U.S. Large Value ETF

Annual cost

0.33%

Fund size

$137M

Key differences

Both JUSA and CGVV are equity ETFs. JUSA charges 0.12% a year and CGVV 0.33%. The main difference: JUSA follows a active selection strategy; CGVV uses index tracking.

  • JUSA follows a active selection strategy; CGVV uses index tracking.
  • JUSA costs 0.21% less per year.

Side-by-side comparison

JUSACGVV
Annual cost (TER)0.12%0.33%
Fund size (AUM)$319M$137M
Since20252025
Dividend yield0.82%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.0%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.08%
Max drawdown-14.02%-10.11%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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