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LVDS vs JIRE
JPMorgan Fundamental Data Science Large Value ETF vs JPMorgan International Research Enhanced Equity ETF
Key differences
- JIRE costs 0.06% less per year.
- JIRE is significantly larger than LVDS — larger funds tend to be more liquid and less likely to close.
- LVDS covers north america markets; JIRE covers global.
- JIRE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LVDS | JIRE | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.24% |
| Fund size (AUM) | $101M | $10.6B |
| Since | 2003 | 1992 |
| Dividend yield | 1.39% | 2.81% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +21.3% |
| CAGR 3Y | N/A | +16.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | — | 15.65% |
| Max drawdown | -6.64% | -16.11% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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