Screener
JVAL vs JPUS
JPMorgan U.S. Value Factor ETF vs JPMorgan Diversified Return U.S. Equity ETF
Key differences
- JVAL costs 0.06% less per year.
- JVAL follows a index tracking strategy; JPUS uses active selection.
- Over the last 3 years, JVAL has delivered higher annualized returns.
Side-by-side comparison
| JVAL | JPUS | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.18% |
| Fund size (AUM) | $733M | $442M |
| Since | 2017 | 2015 |
| Dividend yield | 1.87% | 2.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +36.5% | +21.8% |
| CAGR 3Y | +21.5% | +16.0% |
| CAGR 5Y | +11.6% | +9.6% |
| Sharpe 3Y | 1.09 | 0.97 |
| Volatility 1Y | 13.86% | 10.51% |
| Max drawdown | -40.42% | -38.69% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to JVAL and JPUS
Explore further