Screener
JVAL vs DCOR
JPMorgan U.S. Value Factor ETF vs Dimensional US Core Equity 1 ETF
Key differences
JVAL is an equity ETF, while DCOR is an alternative ETF. JVAL charges 0.12% a year and DCOR 0.14%.
- JVAL is an equity fund, while DCOR is an alternative fund. They carry different risk/return profiles.
- JVAL follows a index tracking strategy; DCOR uses multi strategy.
- DCOR is much larger than JVAL. 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 | DCOR | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.14% |
| Fund size (AUM) | $793M | $3.1B |
| Since | 2017 | 2023 |
| Dividend yield | 1.75% | 0.91% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +35.8% | +25.8% |
| CAGR 3Y | +22.0% | N/A |
| CAGR 5Y | +11.7% | N/A |
| Sharpe 3Y | 1.11 | N/A |
| Volatility 1Y | 14.12% | 12.09% |
| Max drawdown | -40.42% | -19.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.