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XCHG vs JPSV

Ab US Equity ETF vs Jpmorgan Active Small Cap Value ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

JPSV

Jpmorgan Active Small Cap Value ETF

Annual cost

0.74%

Fund size

$25M

Key differences

Both XCHG and JPSV are equity ETFs. XCHG charges 0.50% a year and JPSV 0.74%. The main difference: XCHG costs 0.24% less per year.

  • XCHG costs 0.24% less per year.
  • XCHG is much larger than JPSV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

XCHGJPSV
Annual cost (TER)0.50%0.74%
Fund size (AUM)$702M$25M
Since20252023
Dividend yield1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+17.9%
CAGR 3YN/A+13.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.59
Volatility 1Y15.59%
Max drawdown-9.67%-22.78%

Similar to XCHG and JPSV