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JVAL vs IVOV
JPMorgan U.S. Value Factor ETF vs Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
Key differences
Both JVAL and IVOV are equity ETFs. JVAL charges 0.12% a year and IVOV 0.10%. 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.
- IVOV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JVAL | IVOV | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.10% |
| Fund size (AUM) | $793M | $1.4B |
| Since | 2017 | 2010 |
| Dividend yield | 1.75% | 1.68% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +35.8% | +20.7% |
| CAGR 3Y | +22.0% | +15.3% |
| CAGR 5Y | +11.7% | +7.5% |
| Sharpe 3Y | 1.11 | 0.68 |
| Volatility 1Y | 14.12% | 15.24% |
| Max drawdown | -40.42% | -45.99% |
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