Screener
LOWV vs JVAL
AB US Low Volatility Equity ETF vs JPMorgan U.S. Value Factor ETF
Key differences
Both LOWV and JVAL are equity ETFs. LOWV charges 0.39% a year and JVAL 0.12%. The main difference: LOWV follows a active selection strategy; JVAL uses index tracking.
- LOWV follows a active selection strategy; JVAL uses index tracking.
- JVAL costs 0.27% less per year.
- JVAL is much larger than LOWV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JVAL has delivered higher annualized returns.
- JVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOWV | JVAL | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.12% |
| Fund size (AUM) | $204M | $793M |
| Since | 2023 | 2017 |
| Dividend yield | 0.90% | 1.75% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.9% | +35.8% |
| CAGR 3Y | +15.9% | +22.0% |
| CAGR 5Y | N/A | +11.7% |
| Sharpe 3Y | 0.98 | 1.11 |
| Volatility 1Y | 10.57% | 14.12% |
| Max drawdown | -13.87% | -40.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.