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AJPSV

BSVAL

Measures won1–4SVAL wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · IWF $15,505

Lowest cost0.03%VTV · $3 on $10k

Most income2.20%SVAL · $220 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common13.4%JPSV and SVAL

JPMorgan Active Small Cap Value ETF · $29MiShares US Small Cap Value Factor ETF · $163M

+14.9%3 years · per year$15,164 · $17,339+20.1%

[…]5 years · per year[…] · $14,289+7.4%

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

1.16%12-mo yield$116 · $220 on $10k

Cards for this view

JPSV

JPMorgan Active Small Cap Value

[…]

SVAL

iShares US Small Cap Value Factor

$14,289

MeasureJPSVSVAL

Fee0.55%0.20%

Cost on $10k a year$55$20

Yield1.16%2.20%

5 years, per year[…]+7.4%

3 years, per year+14.9%+20.1%

Worst drop · 1Y−9.1%−9.0%

Volatility · 1Y14.1%

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1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+0.1%	+25.1%	+29.4%	+20.1%	+7.4%	−9.0%	$163M
4	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.16%	+0.2%	+21.9%	+24.0%	+14.9%	new	−9.1%	$29M

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1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+0.1%	+25.1%	+29.4%	+20.1%	+7.4%	−9.0%	$163M
4	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.16%	+0.2%	+21.9%	+24.0%	+14.9%	new	−9.1%	$29M