Screener
JVAL vs DXUV
JPMorgan U.S. Value Factor ETF vs Dimensional US Vector Equity ETF
Key differences
Both JVAL and DXUV are equity ETFs. JVAL charges 0.12% a year and DXUV 0.25%. The main difference: JVAL follows a index tracking strategy; DXUV uses active selection.
- JVAL follows a index tracking strategy; DXUV uses active selection.
- JVAL costs 0.13% less per year.
- JVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JVAL | DXUV | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.25% |
| Fund size (AUM) | $793M | $422M |
| Since | 2017 | 2024 |
| Dividend yield | 1.75% | 0.96% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +35.8% | +25.9% |
| CAGR 3Y | +22.0% | N/A |
| CAGR 5Y | +11.7% | N/A |
| Sharpe 3Y | 1.11 | N/A |
| Volatility 1Y | 14.12% | 12.90% |
| Max drawdown | -40.42% | -21.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.