Screener
JVAL vs SMLF
JPMorgan U.S. Value Factor ETF vs iShares U.S. Small-Cap Equity Factor ETF
Key differences
Both JVAL and SMLF are equity ETFs. JVAL charges 0.12% a year and SMLF 0.15%. The main difference: SMLF is much larger than JVAL. Larger funds are usually more liquid and less likely to close.
- SMLF is much larger than JVAL. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| JVAL | SMLF | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.15% |
| Fund size (AUM) | $793M | $3.9B |
| Since | 2017 | 2015 |
| Dividend yield | 1.75% | 1.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +35.8% | +29.2% |
| CAGR 3Y | +22.0% | +21.0% |
| CAGR 5Y | +11.7% | +10.6% |
| Sharpe 3Y | 1.11 | 0.88 |
| Volatility 1Y | 14.12% | 17.39% |
| Max drawdown | -40.42% | -41.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.