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JVAL vs SVAL
JPMorgan U.S. Value Factor ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both JVAL and SVAL are equity ETFs. JVAL charges 0.12% a year and SVAL 0.20%. The main difference: JVAL costs 0.08% less per year.
- JVAL costs 0.08% less per year.
- JVAL is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JVAL has delivered higher annualized returns.
Side-by-side comparison
| JVAL | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.20% |
| Fund size (AUM) | $793M | $187M |
| Since | 2017 | 2020 |
| Dividend yield | 1.75% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +35.8% | +36.6% |
| CAGR 3Y | +22.0% | +20.0% |
| CAGR 5Y | +11.7% | +6.7% |
| Sharpe 3Y | 1.11 | 0.78 |
| Volatility 1Y | 14.12% | 17.89% |
| Max drawdown | -40.42% | -27.44% |
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