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AJPSV

BSVAL

Measures won1–4SVAL wins · of 6 · 5Y

$10,000 · 5Y$15,927IWF · SVAL $14,577

Lowest cost0.18%IWF · $18 on $10k

Most income2.19%SVAL · $219 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common12.7%JPSV and SVAL

JPMorgan Active Small Cap Value ETF · $29MiShares US Small Cap Value Factor ETF · $161M

+14.6%3 years · per year$15,050 · $16,990+19.3%

[…]5 years · per year[…] · $14,577+7.8%

0.55%Expense ratio$55 · $20 on $10k · lower wins0.20%

1.16%12-mo yield$116 · $219 on $10k

Cards for this view

JPSV

JPMorgan Active Small Cap Value

[…]

SVAL

iShares US Small Cap Value Factor

$14,577

MeasureJPSVSVAL

Fee0.55%0.20%

Cost on $10k a year$55$20

Yield1.16%2.19%

5 years, per year[…]+7.8%

3 years, per year+14.6%+19.3%

Worst drop · 1Y−9.1%−9.0%

Volatility · 1Y14.1%

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$117.1B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.19%	+0.8%	+25.9%	+30.9%	+19.3%	+7.8%	−9.0%	$161M
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
4	FSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.63%	+0.7%	new	new	new	new	[…]	$8M

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$117.1B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.19%	+0.8%	+25.9%	+30.9%	+19.3%	+7.8%	−9.0%	$161M
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
4	FSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.63%	+0.7%	new	new	new	new	[…]	$8M