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JVAL vs JPSV
JPMorgan U.S. Value Factor ETF vs Jpmorgan Active Small Cap Value ETF
Key differences
- JVAL costs 0.62% less per year.
- JVAL is significantly larger than JPSV — larger funds tend to be more liquid and less likely to close.
- JVAL follows a index tracking strategy; JPSV uses active selection.
- Over the last 3 years, JVAL has delivered higher annualized returns.
- JVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JVAL | JPSV | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.74% |
| Fund size (AUM) | $733M | $25M |
| Since | 2017 | 2023 |
| Dividend yield | 1.87% | 1.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +36.5% | +18.1% |
| CAGR 3Y | +21.5% | +12.5% |
| CAGR 5Y | +11.6% | N/A |
| Sharpe 3Y | 1.09 | 0.55 |
| Volatility 1Y | 13.86% | 15.77% |
| Max drawdown | -40.42% | -22.78% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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