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AJPSV

BSVAL

Measures won1–4SVAL wins · of 6 · 5Y

$10,000 · 5Y$16,326VUG · SVAL $14,574

Lowest cost0.03%VUG · $3 on $10k

Most income2.20%SVAL · $220 on $10k

Smallest drop−8.2%VO · 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

+14.5%3 years · per year$15,013 · $17,116+19.6%

[…]5 years · per year[…] · $14,574+7.8%

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

1.17%12-mo yield$117 · $220 on $10k

Cards for this view

JPSV

JPMorgan Active Small Cap Value

[…]

SVAL

iShares US Small Cap Value Factor

$14,574

MeasureJPSVSVAL

Fee0.55%0.20%

Cost on $10k a year$55$20

Yield1.17%2.20%

5 years, per year[…]+7.8%

3 years, per year+14.5%+19.6%

Worst drop · 1Y−9.1%−9.0%

Volatility · 1Y14.1%

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	−0.7%	+25.0%	+29.4%	+19.6%	+7.8%	−9.0%	$163M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
4	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.17%	−0.9%	+21.6%	+24.1%	+14.5%	new	−9.1%	$29M

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	−0.7%	+25.0%	+29.4%	+19.6%	+7.8%	−9.0%	$163M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
4	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.17%	−0.9%	+21.6%	+24.1%	+14.5%	new	−9.1%	$29M