JPMorgan International Value ETF (JIVE)

Overview

The JPMorgan International Value ETF (JDIV) seeks to provide investment results that closely correspond to the performance of the Scientific Beta Developed ex US ex Korea Diversified Value Index. It focuses on value stocks in developed markets outside the US and Korea, employing a diversified and rules-based approach.

Reputation and Reliability

JPMorgan is a well-established and reputable financial institution with a long track record in asset management.

Management Expertise

JPMorgan's management team has extensive experience in managing ETFs and international value investments.

Goal

To provide investment results that closely correspond to the performance of the Scientific Beta Developed ex US ex Korea Diversified Value Index.

Investment Approach and Strategy

Strategy: Tracks a specific index (Scientific Beta Developed ex US ex Korea Diversified Value Index).

Composition Primarily holds stocks of companies located in developed countries outside the U.S. and Korea, selected based on value characteristics.

Market Share: JDIV has a smaller market share compared to other established international value ETFs.

Total Net Assets (AUM): 175500000

Key Competitors

• VEA
• IVAL
• EFV
• IHDG

Competitive Landscape

The international value ETF market is competitive, with larger, more established players like VEA dominating. JDIV's advantage may lie in its specific index and value-oriented strategy. However, it faces the challenge of gaining market share against larger, more liquid competitors. JDIV provides exposure to international value stocks but struggles with smaller assets under management compared to competitors. Due to its value-focused approach, it may perform differently based on current market trends.

Historical Performance: Historical performance data is unavailable due to JSON constraints. However, it is important to review the ETFu2019s performance over different time periods to understand its track record.

Benchmark Comparison: Comparing the ETFu2019s performance to its benchmark index is important to gauge its effectiveness.

Expense Ratio: 0.29

Average Trading Volume

The ETF exhibits moderate liquidity, which may affect trade execution for large orders.

Bid-Ask Spread

The bid-ask spread is generally moderate, but could increase during periods of market volatility.

Market Environment Factors

Economic growth in developed ex-US and ex-Korea markets, currency fluctuations, and changes in interest rates can impact JDIV.

Growth Trajectory

The growth trajectory depends on the continued investor interest in international value stocks and successful implementation of the investment strategy. Changes in index methodology or portfolio holdings will impact the growth trajectory.

Competitive Edge

JDIV's competitive edge lies in its strategic focus on international value stocks excluding the U.S. and Korea, offering a distinct portfolio compared to broader international ETFs. Its rules-based index provides a transparent and consistent approach to value investing. However, larger established funds benefit from economies of scale and greater liquidity. JDIV's smaller size allows it to be more selective and potentially generate higher returns, but its long-term success depends on its ability to consistently outperform its benchmark.

Volatility

The ETF's volatility will depend on the volatility of the underlying international value stocks.

Market Risk

Specific risks include currency risk, political risk in international markets, and potential underperformance of value stocks compared to growth stocks.

Ideal Investor Profile

Investors seeking diversified exposure to international value stocks in developed markets outside of the U.S. and Korea who want an ETF following a distinct rules-based index.

Market Risk

Suitable for long-term investors seeking diversification and value exposure, but active traders may find better liquidity in larger ETFs.

The JPMorgan International Value ETF offers a targeted approach to international value investing by excluding US and Korean equities. The ETF tracks the Scientific Beta Developed ex US ex Korea Diversified Value Index and is managed by a reputable fund manager. It provides a rules-based portfolio composition and value strategies. However, its relatively smaller AUM and trading volume compared to major competitors may be a hurdle to overcome. Investors should consider the ETF's specific focus and risk profile relative to their portfolio objectives.

Data Sources:

• JPMorgan Asset Management
• ETF.com
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.