Loading…

Getting the latest data.

AJPSV

BVB

Measures won1–4VB wins · of 6 · 5Y

$10,000 · 5Y$15,505IWF · VB $13,148

Lowest cost0.03%VB · $3 on $10k

Most income1.25%VB · $125 on $10k

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

Held in common4.9%JPSV and VB

JPMorgan Active Small Cap Value ETF · $29MVanguard Morningstar Small-Cap ETF · $78.7B

+14.9%3 years · per year$15,164 · $16,534+18.2%

[…]5 years · per year[…] · $13,148+5.6%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

1.16%12-mo yield$116 · $125 on $10k1.25%

Cards for this view

JPSV

JPMorgan Active Small Cap Value

[…]

Vanguard Morningstar Small-Cap

$13,148

MeasureJPSVVB

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield1.16%1.25%

5 years, per year[…]+5.6%

3 years, per year+14.9%+18.2%

Worst drop · 1Y−9.1%−9.0%

Volatility · 1Y14.1%

#
1	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
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	−0.1%	+14.0%	+15.3%	+18.2%	+5.6%	−9.0%	$78.7B
3	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.16%	+0.2%	+21.9%	+24.0%	+14.9%	new	−9.1%	$29M

#
1	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
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	−0.1%	+14.0%	+15.3%	+18.2%	+5.6%	−9.0%	$78.7B
3	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.16%	+0.2%	+21.9%	+24.0%	+14.9%	new	−9.1%	$29M