Should JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) Be on Your Investing Radar?

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The JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) was launched on 11/15/2016, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend ...

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Morgan. It has amassed assets over $548.74 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market.Sitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk.Typically holding a combination of both growth and value stocks, blend ETFs also demonstrate qualities seen in value and growth investments.Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.The iShares Russell 2000 ETF  and the iShares Core S&P Small-Cap ETF","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IWM":"罗素2000指数ETF","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","JPSE":"JPMorgan Diversified Return U.S. Small Cap Equity ETF","RWM":"罗素2000指数反向ETF","BK4007":"制药","BK4165":"安全和报警服务","TZA":"罗素2000指数三倍做空ETF","IWN":"罗素2000价值股指数ETF-iShares","JPM":"摩根大通","LU0566484027.USD":"安本美国小盘成长股","IWO":"罗素2000成长股指数ETF","BK4535":"淡马锡持仓","GEO":"GEO惩教集团","UWM":"罗素2000指数ETF两倍做多","LU1559883803.SGD":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc SGD-H","SRTY":"罗素2000指数三倍做空ETF-ProShares","BK4550":"红杉资本持仓","BK4588":"碎股","IJR":"标普小型股600指数ETF-iShares","BK4084":"特种房地产投资信托","FDN":"First Trust Dow Jones Internet I","BK4547":"WSB热门概念","SMR":"NuScale Power","BK4581":"高盛持仓","TWM":"罗素2000指数两倍做空ETF","BK4182":"重型电气设备","CORT":"Corcept医疗"},"translate_title":"摩根大通多元化回报美国小型股ETF(JPSE)是否应该出现在您的投资雷达上？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JPSE":1,"GEO":1,"IJR":1,"IWM":1,"FDN":1,"CORT":1,"JPM":1,"SMR":1,"MRTYmain":0.6,"RWM":0.6,"IWO":0.6,"IWN":0.6,"SRTY":0.6,"TWM":0.6,"TZA":0.6,"UWM":0.6,"MNQmain":0.6},"content_text":"The JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) was launched on 11/15/2016, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.\nThe fund is sponsored by J.P. Morgan. It has amassed assets over $548.74 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market.\nWhy Small Cap Blend\nSitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk.\nTypically holding a combination of both growth and value stocks, blend ETFs also demonstrate qualities seen in value and growth investments.\nCosts\nExpense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.\nAnnual operating expenses for this ETF are 0.29%, putting it on par with most peer products in the space.\nIt has a 12-month trailing dividend yield of 1.60%.\nSector Exposure and Top Holdings\nWhile ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.\nThis ETF has heaviest allocation to the Industrials sector--about 13.70% of the portfolio. Information Technology and Financials round out the top three.\nLooking at individual holdings, Nuscale Power Corp (SMR) accounts for about 0.51% of total assets, followed by Geo Group Inc/the Common (GEO) and Corcept Therapeutics Inc (CORT).\nThe top 10 holdings account for about 4.16% of total assets under management.\nPerformance and Risk\nJPSE seeks to match the performance of the Russell 2000 Diversified Factor Index before fees and expenses. The JP Morgan Diversified Factor US Small Cap Equity Index utilizes a rules-based approach that combines risk-based portfolio construction with multi-factor security selection, including value, quality and momentum factors.\nThe ETF return is roughly 16.14% so far this year and is up about 25.64% in the last one year (as of 12/06/2024). In the past 52-week period, it has traded between $41.36 and $51.70.\nThe ETF has a beta of 1.14 and standard deviation of 20.82% for the trailing three-year period. With about 560 holdings, it effectively diversifies company-specific risk.\nAlternatives\nJPMorgan Diversified Return U.S. Small Cap Equity ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, JPSE is a sufficient option for those seeking exposure to the Style Box - Small Cap Blend area of the market. Investors might also want to consider some other ETF options in the space.\nThe iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $81.89 billion in assets, iShares Core S&P Small-Cap ETF has $93.89 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%.\nBottom-Line\nPassively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.\nTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nJPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE): ETF Research Reports\nGeo Group Inc (The) (GEO) : Free Stock Analysis Report\nCorcept Therapeutics Incorporated (CORT) : Free Stock Analysis Report\niShares Russell 2000 ETF (IWM): ETF Research Reports\niShares Core S&P Small-Cap ETF (IJR): ETF Research Reports\nNuScale Power Corporation (SMR) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2489879362"}