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JUSA vs JPSV

JPMorgan U.S. Research Enhanced Large Cap ETF vs Jpmorgan Active Small Cap Value ETF

JUSA

JPMorgan U.S. Research Enhanced Large Cap ETF

JPMorgan

Annual cost

0.12%

Fund size

$36M

JPSV

Jpmorgan Active Small Cap Value ETF

JPMorgan

Annual cost

0.74%

Fund size

$25M

Key differences

  • JUSA costs 0.62% less per year.
  • JUSA follows a index tracking strategy; JPSV uses active selection.

Side-by-side comparison

JUSAJPSV
Annual cost (TER)0.12%0.74%
Fund size (AUM)$36M$25M
Since20252023
Dividend yield0.85%1.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.9%+18.1%
CAGR 3YN/A+12.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.55
Volatility 1Y11.96%15.77%
Max drawdown-14.02%-22.78%

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

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