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JVAL vs JIRE
JPMorgan U.S. Value Factor ETF vs JPMorgan International Research Enhanced Equity ETF
Key differences
- JVAL costs 0.12% less per year.
- JIRE is significantly larger than JVAL — larger funds tend to be more liquid and less likely to close.
- JVAL covers north america markets; JIRE covers global.
- JVAL follows a index tracking strategy; JIRE uses active selection.
- Over the last 3 years, JVAL has delivered higher annualized returns.
- JIRE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JVAL | JIRE | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.24% |
| Fund size (AUM) | $733M | $10.6B |
| Since | 2017 | 1992 |
| Dividend yield | 1.87% | 2.81% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +36.5% | +21.3% |
| CAGR 3Y | +21.5% | +16.0% |
| CAGR 5Y | +11.6% | N/A |
| Sharpe 3Y | 1.09 | 0.81 |
| Volatility 1Y | 13.86% | 15.65% |
| Max drawdown | -40.42% | -16.11% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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