Screener
JVAL vs FDLO
JPMorgan U.S. Value Factor ETF vs Fidelity Low Volatility Factor ETF
Key differences
Both JVAL and FDLO are equity ETFs. JVAL charges 0.12% a year and FDLO 0.15%. The main difference: Over the last three years, JVAL has delivered higher annualized returns.
- Over the last three years, JVAL has delivered higher annualized returns.
Side-by-side comparison
| JVAL | FDLO | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.15% |
| Fund size (AUM) | $793M | $1.4B |
| Since | 2017 | 2016 |
| Dividend yield | 1.75% | 1.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +35.8% | +14.8% |
| CAGR 3Y | +22.0% | +14.9% |
| CAGR 5Y | +11.7% | +10.1% |
| Sharpe 3Y | 1.11 | 1.00 |
| Volatility 1Y | 14.12% | 8.78% |
| Max drawdown | -40.42% | -34.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.