Screener
JVAL vs LRGF
JPMorgan U.S. Value Factor ETF vs iShares U.S. Equity Factor ETF
Key differences
Both JVAL and LRGF are equity ETFs. JVAL charges 0.12% a year and LRGF 0.08%. The main difference: JVAL follows a index tracking strategy; LRGF uses index enhanced.
- JVAL follows a index tracking strategy; LRGF uses index enhanced.
- LRGF is much larger than JVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LRGF has delivered higher annualized returns.
Side-by-side comparison
| JVAL | LRGF | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.08% |
| Fund size (AUM) | $793M | $3.5B |
| Since | 2017 | 2015 |
| Dividend yield | 1.75% | 1.06% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +35.8% | +22.2% |
| CAGR 3Y | +22.0% | +23.0% |
| CAGR 5Y | +11.7% | +13.5% |
| Sharpe 3Y | 1.11 | 1.20 |
| Volatility 1Y | 14.12% | 12.32% |
| Max drawdown | -40.42% | -36.03% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.