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RUSC vs JPSV

Russell Investments U.S. Small Cap Equity ETF vs Jpmorgan Active Small Cap Value ETF

RUSC

Russell Investments U.S. Small Cap Equity ETF

Annual cost

0.64%

Fund size

$59M

JPSV

Jpmorgan Active Small Cap Value ETF

Annual cost

0.74%

Fund size

$25M

Key differences

Both RUSC and JPSV are equity ETFs. RUSC charges 0.64% a year and JPSV 0.74%. The main difference: RUSC follows a index tracking strategy; JPSV uses active selection.

  • RUSC follows a index tracking strategy; JPSV uses active selection.
  • RUSC costs 0.10% less per year.

Side-by-side comparison

RUSCJPSV
Annual cost (TER)0.64%0.74%
Fund size (AUM)$59M$25M
Since20252023
Dividend yield0.32%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+36.3%+17.9%
CAGR 3YN/A+13.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.59
Volatility 1Y18.37%15.59%
Max drawdown-9.18%-22.78%

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