JPSE
JPMorgan Diversified Return US Small Cap Equity ETF
📎 Investment Objective
The JPMorgan Diversified Return US Small Cap Equity ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the FTSE Russell 2000 Diversified Factor Index.
Overview
ETF tracking JPMorgan Diversified Return US Small Cap Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The JPMorgan Diversified Return US Small Cap Equity ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the FTSE Russell 2000 Diversified Factor Index.
🎯 Investment Strategy
The ETF employs a passive, indexing investment approach designed to track the performance of the FTSE Russell 2000 Diversified Factor Index. The index is designed to provide exposure to U.S. small-capitalization stocks with favorable exposure to multiple factors, including value, momentum, and quality.
✨ Key Features
- Provides broad exposure to a diversified portfolio of U.S. small-cap stocks
- Tracks an index that selects and weights stocks based on multiple factors to potentially enhance returns
- Low expense ratio of 0.00%
- Suitable for investors seeking small-cap equity exposure as part of a diversified portfolio
⚠️ Primary Risks
- Equity market risk: The value of the ETF's holdings may decline due to general market and economic conditions
- Small-cap risk: Small-cap stocks may be more volatile and less liquid than large-cap stocks
- Factor investing risk: The index's factor-based approach may underperform the broader market at times
- Tracking error risk: The ETF may not perfectly track the performance of its underlying index
👤 Best For
The JPMorgan Diversified Return US Small Cap Equity ETF may be suitable for long-term investors seeking exposure to U.S. small-cap stocks as part of a diversified portfolio. It may be particularly appealing to investors who believe in the potential benefits of factor-based investing to enhance small-cap equity returns.