Screener
JVAL vs JPSE
JPMorgan U.S. Value Factor ETF vs JPMorgan Diversified Return U.S. Small Cap Equity ETF
Key differences
- JVAL costs 0.17% less per year.
- Over the last 3 years, JVAL has delivered higher annualized returns.
Side-by-side comparison
| JVAL | JPSE | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.29% |
| Fund size (AUM) | $733M | $587M |
| Since | 2017 | 2016 |
| Dividend yield | 1.87% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.5% | +34.0% |
| CAGR 3Y | +21.5% | +16.2% |
| CAGR 5Y | +11.6% | +7.5% |
| Sharpe 3Y | 1.09 | 0.71 |
| Volatility 1Y | 13.86% | 16.11% |
| Max drawdown | -40.42% | -43.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to JVAL and JPSE
Explore further