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JPSV vs. SCAP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JPSV vs. SCAP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Jpmorgan Active Small Cap Value ETF (JPSV) and Infracap Small Cap Income ETF (SCAP). The values are adjusted to include any dividend payments, if applicable.

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JPSV vs. SCAP - Yearly Performance Comparison


2026 (YTD)202520242023
JPSV
Jpmorgan Active Small Cap Value ETF
1.38%0.63%8.73%6.24%
SCAP
Infracap Small Cap Income ETF
-1.52%11.85%16.39%6.21%

Returns By Period

In the year-to-date period, JPSV achieves a 1.38% return, which is significantly higher than SCAP's -1.52% return.


JPSV

1D
1.20%
1M
-4.02%
YTD
1.38%
6M
1.63%
1Y
7.65%
3Y*
8.20%
5Y*
10Y*

SCAP

1D
2.80%
1M
-5.70%
YTD
-1.52%
6M
2.49%
1Y
15.09%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JPSV vs. SCAP - Expense Ratio Comparison

JPSV has a 0.74% expense ratio, which is lower than SCAP's 0.80% expense ratio.


Return for Risk

JPSV vs. SCAP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JPSV
JPSV Risk / Return Rank: 2525
Overall Rank
JPSV Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
JPSV Sortino Ratio Rank: 2525
Sortino Ratio Rank
JPSV Omega Ratio Rank: 2323
Omega Ratio Rank
JPSV Calmar Ratio Rank: 2727
Calmar Ratio Rank
JPSV Martin Ratio Rank: 2525
Martin Ratio Rank

SCAP
SCAP Risk / Return Rank: 3939
Overall Rank
SCAP Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
SCAP Sortino Ratio Rank: 3838
Sortino Ratio Rank
SCAP Omega Ratio Rank: 3939
Omega Ratio Rank
SCAP Calmar Ratio Rank: 3939
Calmar Ratio Rank
SCAP Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JPSV vs. SCAP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Jpmorgan Active Small Cap Value ETF (JPSV) and Infracap Small Cap Income ETF (SCAP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


JPSVSCAPDifference

Sharpe ratio

Return per unit of total volatility

0.39

0.74

-0.35

Sortino ratio

Return per unit of downside risk

0.71

1.07

-0.37

Omega ratio

Gain probability vs. loss probability

1.09

1.16

-0.06

Calmar ratio

Return relative to maximum drawdown

0.63

1.00

-0.37

Martin ratio

Return relative to average drawdown

1.96

3.44

-1.48

JPSV vs. SCAP - Sharpe Ratio Comparison

The current JPSV Sharpe Ratio is 0.39, which is lower than the SCAP Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of JPSV and SCAP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


JPSVSCAPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.39

0.74

-0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.77

-0.40

Correlation

The correlation between JPSV and SCAP is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

JPSV vs. SCAP - Dividend Comparison

JPSV's dividend yield for the trailing twelve months is around 1.40%, less than SCAP's 7.38% yield.


TTM202520242023
JPSV
Jpmorgan Active Small Cap Value ETF
1.40%1.42%1.21%1.09%
SCAP
Infracap Small Cap Income ETF
7.38%6.71%6.89%0.27%

Drawdowns

JPSV vs. SCAP - Drawdown Comparison

The maximum JPSV drawdown since its inception was -22.78%, smaller than the maximum SCAP drawdown of -24.13%. Use the drawdown chart below to compare losses from any high point for JPSV and SCAP.


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Drawdown Indicators


JPSVSCAPDifference

Max Drawdown

Largest peak-to-trough decline

-22.78%

-24.13%

+1.35%

Max Drawdown (1Y)

Largest decline over 1 year

-12.58%

-15.38%

+2.80%

Current Drawdown

Current decline from peak

-6.44%

-8.90%

+2.46%

Average Drawdown

Average peak-to-trough decline

-5.88%

-4.40%

-1.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.02%

4.47%

-0.45%

Volatility

JPSV vs. SCAP - Volatility Comparison

The current volatility for Jpmorgan Active Small Cap Value ETF (JPSV) is 4.43%, while Infracap Small Cap Income ETF (SCAP) has a volatility of 6.06%. This indicates that JPSV experiences smaller price fluctuations and is considered to be less risky than SCAP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JPSVSCAPDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.43%

6.06%

-1.63%

Volatility (6M)

Calculated over the trailing 6-month period

10.75%

12.46%

-1.71%

Volatility (1Y)

Calculated over the trailing 1-year period

19.61%

20.48%

-0.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.14%

18.90%

-0.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.14%

18.90%

-0.76%