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JVAL vs VOE
JPMorgan U.S. Value Factor ETF vs Vanguard Mid-Cap Value Index Fund
Key differences
Both JVAL and VOE are equity ETFs. JVAL charges 0.12% a year and VOE 0.05%. The main difference: VOE costs 0.07% less per year.
- VOE costs 0.07% less per year.
- VOE is much larger than JVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JVAL has delivered higher annualized returns.
- VOE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JVAL | VOE | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.05% |
| Fund size (AUM) | $793M | $36.6B |
| Since | 2017 | 2006 |
| Dividend yield | 1.75% | 1.89% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +35.8% | +23.4% |
| CAGR 3Y | +22.0% | +17.8% |
| CAGR 5Y | +11.7% | +8.7% |
| Sharpe 3Y | 1.11 | 1.00 |
| Volatility 1Y | 14.12% | 11.50% |
| Max drawdown | -40.42% | -43.18% |
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