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QUAL vs JQUA

iShares MSCI USA Quality Factor ETF vs JPMorgan U.S. Quality Factor ETF

QUAL

iShares MSCI USA Quality Factor ETF

iShares

Annual cost

0.15%

Fund size

$50.1B

JQUA

JPMorgan U.S. Quality Factor ETF

JPMorgan

Annual cost

0.12%

Fund size

$7.5B

Key differences

  • QUAL is significantly larger than JQUA — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

QUALJQUA
Annual cost (TER)0.15%0.12%
Fund size (AUM)$50.1B$7.5B
Since20132017
Dividend yield0.91%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.9%+20.9%
CAGR 3Y+20.8%+20.3%
CAGR 5Y+12.3%+13.7%
Sharpe 3Y1.131.17
Volatility 1Y12.05%11.26%
Max drawdown-34.06%-32.92%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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