Screener
JVAL vs BELT
JPMorgan U.S. Value Factor ETF vs iShares U.S. Select Equity Active ETF
Key differences
Both JVAL and BELT are equity ETFs. JVAL charges 0.12% a year and BELT 0.75%. The main difference: JVAL follows a index tracking strategy; BELT uses index enhanced.
- JVAL follows a index tracking strategy; BELT uses index enhanced.
- JVAL costs 0.63% less per year.
- JVAL is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- JVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JVAL | BELT | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.75% |
| Fund size (AUM) | $793M | $10M |
| Since | 2017 | 2024 |
| Dividend yield | 1.75% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +35.8% | +21.6% |
| CAGR 3Y | +22.0% | N/A |
| CAGR 5Y | +11.7% | N/A |
| Sharpe 3Y | 1.11 | N/A |
| Volatility 1Y | 14.12% | 17.37% |
| Max drawdown | -40.42% | -23.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.