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NBCR vs JPSV
Neuberger Core Equity ETF vs Jpmorgan Active Small Cap Value ETF
Key differences
Both NBCR and JPSV are equity ETFs. NBCR charges 0.29% a year and JPSV 0.74%. The main difference: NBCR follows a index tracking strategy; JPSV uses active selection.
- NBCR follows a index tracking strategy; JPSV uses active selection.
- NBCR costs 0.45% less per year.
- NBCR is much larger than JPSV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBCR | JPSV | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.74% |
| Fund size (AUM) | $886M | $25M |
| Since | 2024 | 2023 |
| Dividend yield | 0.42% | 1.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +20.5% | +17.9% |
| CAGR 3Y | N/A | +13.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.59 |
| Volatility 1Y | 11.75% | 15.59% |
| Max drawdown | -18.23% | -22.78% |
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