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JUST vs JPEF

Goldman Sachs JUST U.S. Large Cap Equity ETF vs JPMorgan Equity Focus ETF

JUST

Goldman Sachs JUST U.S. Large Cap Equity ETF

Annual cost

0.20%

Fund size

$563M

JPEF

JPMorgan Equity Focus ETF

Annual cost

0.44%

Fund size

$2.0B

Key differences

Both JUST and JPEF are equity ETFs. JUST charges 0.20% a year and JPEF 0.44%. The main difference: JUST follows a index tracking strategy; JPEF uses active selection.

  • JUST follows a index tracking strategy; JPEF uses active selection.
  • JUST costs 0.24% less per year.
  • JPEF is much larger than JUST. Larger funds are usually more liquid and less likely to close.
  • JPEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JUSTJPEF
Annual cost (TER)0.20%0.44%
Fund size (AUM)$563M$2.0B
Since20182011
Dividend yield0.93%0.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+26.4%+17.0%
CAGR 3Y+22.4%N/A
CAGR 5Y+13.0%N/A
Sharpe 3Y1.20N/A
Volatility 1Y12.15%11.62%
Max drawdown-33.83%-18.09%

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

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