Compare ETFs
Up to five funds side by side — fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  JPSV JPMorgan Active Small Cap… |
|---|---|
| Price | 70.13 +0.01% |
| Issuer | J.P. Morgan |
| AUM | $27.7M |
| Expense Ratio | 0.55% |
| Yield (TTM) | 1.17% |
| Inception | Mar 07, 2023 |
| Holdings | 110 |
| Avg Volume | 713 |
| YTD | +20.89% |
| 1Y total | +18.95% |
| 3Y total (ann.) | +13.45% |
| 5Y total (ann.) | — |
| Volatility 1Y | 14.16% |
| Sharpe 1Y | 1.17 |
| Max drawdown 1Y | -9.02% |
| Beta vs S&P 500 (3Y) | 0.796 |
| Top 10 holdings | JPMORGAN… 1.98% ONB 1.89% NSIT 1.85% CARS 1.57% EPAM 1.55% SIGI 1.54% SAFT 1.52% LIVN 1.49% CON 1.46% SFNC 1.42% |
| Sector mix | Financial Services 25.81% Industrials 13.25% Real Estate 10.33% Consumer Cyclical 9.29% Healthcare 8.11% Energy 6.96% |
Total Return — normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only — it is not advice about which fund suits anyone.