Screener
JVAL vs CGVV
JPMorgan U.S. Value Factor ETF vs Capital Group U.S. Large Value ETF
Key differences
Both JVAL and CGVV are equity ETFs. JVAL charges 0.12% a year and CGVV 0.33%. The main difference: JVAL costs 0.21% less per year.
- JVAL costs 0.21% less per year.
- JVAL is much larger than CGVV. 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 | CGVV | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.33% |
| Fund size (AUM) | $793M | $137M |
| Since | 2017 | 2025 |
| Dividend yield | 1.75% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +35.8% | N/A |
| CAGR 3Y | +22.0% | N/A |
| CAGR 5Y | +11.7% | N/A |
| Sharpe 3Y | 1.11 | N/A |
| Volatility 1Y | 14.12% | — |
| Max drawdown | -40.42% | -10.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.