JPSV vs IWM

AJPSV

BIWM

Measures won3–2JPSV wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG · IWM $12,619

Lowest cost0.03%VUG · $3 on $10k

Most income1.16%JPSV · $116 on $10k

Smallest drop−9.1%JPSV · worst fall in 1Y

Held in common10.0%JPSV and IWM

JPMorgan Active Small Cap Value ETF · $29MiShares Russell 2000 ETF · $77.8B

+14.6%3 years · per year$15,050 · $16,985+19.3%

[…]5 years · per year[…] · $12,619+4.8%

0.55%Expense ratio$55 · $19 on $10k · lower wins0.19%

1.16%12-mo yield$116 · $96 on $10k

Cards for this view

JPSV

JPMorgan Active Small Cap Value

[…]

IWM

iShares Russell 2000

$12,619

MeasureJPSVIWM

Fee0.55%0.19%

Cost on $10k a year$55$19

Yield1.16%0.96%

5 years, per year[…]+4.8%

3 years, per year+14.6%+19.3%

Worst drop · 1Y−9.1%−11.1%

Volatility · 1Y14.1%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+0.9%	+15.8%	+17.2%	+19.3%	+4.8%	−11.1%	$77.8B
3	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.16%	+0.3%	+22.7%	+25.9%	+14.6%	new	−9.1%	$29M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+0.9%	+15.8%	+17.2%	+19.3%	+4.8%	−11.1%	$77.8B
3	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.16%	+0.3%	+22.7%	+25.9%	+14.6%	new	−9.1%	$29M

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