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TALV vs JVAL

Transamerica Large Value Active ETF vs JPMorgan U.S. Value Factor ETF

TALV

Transamerica Large Value Active ETF

Annual cost

Fund size

JVAL

JPMorgan U.S. Value Factor ETF

Annual cost

0.12%

Fund size

$793M

Key differences

Both TALV and JVAL are equity ETFs. The main difference: TALV follows a active selection strategy; JVAL uses index tracking.

  • TALV follows a active selection strategy; JVAL uses index tracking.

Side-by-side comparison

TALVJVAL
Annual cost (TER)0.12%
Fund size (AUM)$793M
Since2017
Dividend yield1.75%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+35.8%
CAGR 3YN/A+22.0%
CAGR 5YN/A+11.7%
Sharpe 3YN/A1.11
Volatility 1Y14.12%
Max drawdown-7.23%-40.42%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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