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LOWV vs JPSV

AB US Low Volatility Equity ETF vs Jpmorgan Active Small Cap Value ETF

LOWV

AB US Low Volatility Equity ETF

Annual cost

0.39%

Fund size

$204M

JPSV

Jpmorgan Active Small Cap Value ETF

Annual cost

0.74%

Fund size

$25M

Key differences

Both LOWV and JPSV are equity ETFs. LOWV charges 0.39% a year and JPSV 0.74%. The main difference: LOWV costs 0.35% less per year.

  • LOWV costs 0.35% less per year.
  • LOWV is much larger than JPSV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LOWV has delivered higher annualized returns.

Side-by-side comparison

LOWVJPSV
Annual cost (TER)0.39%0.74%
Fund size (AUM)$204M$25M
Since20232023
Dividend yield0.90%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+9.9%+17.9%
CAGR 3Y+15.9%+13.3%
CAGR 5YN/AN/A
Sharpe 3Y0.980.59
Volatility 1Y10.57%15.59%
Max drawdown-13.87%-22.78%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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