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NBJP vs JPSV

Neuberger Japan Equity ETF vs Jpmorgan Active Small Cap Value ETF

NBJP

Neuberger Japan Equity ETF

Annual cost

0.50%

Fund size

$151M

JPSV

Jpmorgan Active Small Cap Value ETF

Annual cost

0.74%

Fund size

$25M

Key differences

Both NBJP and JPSV are equity ETFs. NBJP charges 0.50% a year and JPSV 0.74%. The main difference: NBJP follows a index tracking strategy; JPSV uses active selection.

  • NBJP follows a index tracking strategy; JPSV uses active selection.
  • NBJP covers the Asia-Pacific region; JPSV covers North America.
  • NBJP costs 0.24% less per year.
  • NBJP is much larger than JPSV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBJPJPSV
Annual cost (TER)0.50%0.74%
Fund size (AUM)$151M$25M
Since20242023
Dividend yield1.91%1.27%
Asset classequityequity
Regionasia pacificnorth america
Strategyindex trackingactive selection
CAGR 1Y+31.2%+17.9%
CAGR 3YN/A+13.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.59
Volatility 1Y20.00%15.59%
Max drawdown-14.34%-22.78%

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