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JVAL vs VFVA
JPMorgan U.S. Value Factor ETF vs Vanguard U.S. Value Factor ETF Shares
Key differences
Both JVAL and VFVA are equity ETFs. JVAL charges 0.12% a year and VFVA 0.13%. The main difference: JVAL follows a index tracking strategy; VFVA uses active selection.
- JVAL follows a index tracking strategy; VFVA uses active selection.
- Over the last three years, JVAL has delivered higher annualized returns.
Side-by-side comparison
| JVAL | VFVA | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.13% |
| Fund size (AUM) | $793M | $826M |
| Since | 2017 | 2018 |
| Dividend yield | 1.75% | 1.93% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +35.8% | +30.3% |
| CAGR 3Y | +22.0% | +19.6% |
| CAGR 5Y | +11.7% | +10.0% |
| Sharpe 3Y | 1.11 | 0.87 |
| Volatility 1Y | 14.12% | 15.33% |
| Max drawdown | -40.42% | -48.57% |
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