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JVAL vs FIVA
JPMorgan U.S. Value Factor ETF vs Fidelity International Value Factor ETF
Key differences
Both JVAL and FIVA are equity ETFs. JVAL charges 0.12% a year and FIVA 0.18%. The main difference: JVAL covers North America; FIVA covers global markets excluding the US.
- JVAL covers North America; FIVA covers global markets excluding the US.
- JVAL costs 0.06% less per year.
- Over the last three years, FIVA has delivered higher annualized returns.
Side-by-side comparison
| JVAL | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.18% |
| Fund size (AUM) | $793M | $555M |
| Since | 2017 | 2018 |
| Dividend yield | 1.75% | 2.53% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +35.8% | +32.9% |
| CAGR 3Y | +22.0% | +23.2% |
| CAGR 5Y | +11.7% | +12.1% |
| Sharpe 3Y | 1.11 | 1.22 |
| Volatility 1Y | 14.12% | 15.45% |
| Max drawdown | -40.42% | -39.60% |
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