Screener
PSET vs JQUA
Principal Quality ETF vs JPMorgan U.S. Quality Factor ETF
Key differences
- JQUA is significantly larger than PSET — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, JQUA has delivered higher annualized returns.
Side-by-side comparison
| PSET | JQUA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.12% |
| Fund size (AUM) | $33M | $7.5B |
| Since | 2016 | 2017 |
| Dividend yield | 0.64% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.5% | +20.9% |
| CAGR 3Y | +13.7% | +20.3% |
| CAGR 5Y | +9.0% | +13.7% |
| Sharpe 3Y | 0.65 | 1.17 |
| Volatility 1Y | 12.82% | 11.26% |
| Max drawdown | -34.74% | -32.92% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PSET and JQUA
Explore further