Screener
JVAL vs LVHD
JPMorgan U.S. Value Factor ETF vs Franklin U.S. Low Volatility High Dividend Index ETF
Key differences
Both JVAL and LVHD are equity ETFs. JVAL charges 0.12% a year and LVHD 0.27%. The main difference: JVAL costs 0.15% less per year.
- JVAL costs 0.15% less per year.
- Over the last three years, JVAL has delivered higher annualized returns.
Side-by-side comparison
| JVAL | LVHD | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.27% |
| Fund size (AUM) | $793M | $581M |
| Since | 2017 | 2015 |
| Dividend yield | 1.75% | 3.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +35.8% | +12.5% |
| CAGR 3Y | +22.0% | +10.8% |
| CAGR 5Y | +11.7% | +6.8% |
| Sharpe 3Y | 1.11 | 0.63 |
| Volatility 1Y | 14.12% | 9.61% |
| Max drawdown | -40.42% | -37.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.