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PIEQ vs JAVA

Principal International Equity ETF vs JPMorgan Active Value ETF

PIEQ

Principal International Equity ETF

Annual cost

0.48%

Fund size

$1.4B

JAVA

JPMorgan Active Value ETF

Annual cost

0.44%

Fund size

$6.5B

Key differences

Both PIEQ and JAVA are equity ETFs. PIEQ charges 0.48% a year and JAVA 0.44%. The main difference: PIEQ follows a index tracking strategy; JAVA uses active selection.

  • PIEQ follows a index tracking strategy; JAVA uses active selection.
  • PIEQ covers global markets excluding the US; JAVA covers North America.
  • JAVA is much larger than PIEQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PIEQJAVA
Annual cost (TER)0.48%0.44%
Fund size (AUM)$1.4B$6.5B
Since20242021
Dividend yield1.19%1.25%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingactive selection
CAGR 1Y+25.1%+23.4%
CAGR 3YN/A+17.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.02
Volatility 1Y16.39%11.33%
Max drawdown-15.17%-16.54%

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