JLVP vs REVS

JLVP vs REVS

Which is better, JLVP or REVS?

REVS costs less.

REVS has a lower expense ratio.

Lower Fees: REVS

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricJLVPREVS
Expense Ratio1.05%0.19%Best
AUM$28M$370M
Dividend Yield0.00%1.84%
Holdings154611
YTD Return+1.10%+18.22%Best
1Y Return-+23.33%
3Y Return (annualized)-+20.60%
5Y Return (annualized)-+12.45%
Fund FamilyJ.P. Morgan Asset ManagementColumbia Threadneedle Investments
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJul 30, 2026Sep 25, 2019

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

JLVP vs REVS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare JLVP against instead:JLVP vs SPYJLVP vs QQQJLVP vs VOOJLVP vs VTIREVS against:REVS vs VXUS

JLVP vs REVS Performance

JPMorgan US Large Cap Value Plus ETF (JLVP) is an ETF from J.P. Morgan Asset Management and Columbia Research Enhanced Value ETF (REVS) is an ETF from Columbia Threadneedle Investments. Year to date, JLVP is up 1.10% versus a gain of 18.22% for REVS.

Past performance does not guarantee future results.

Fees and Cost Over Time

JLVP charges 1.05% per year while REVS charges 0.19%. On a $10,000 position that is $105 vs $19 annually, a gap of $86 per year that compounds over a long holding period. On income, JLVP currently yields 0.00% against 1.84% for REVS.

Holdings Overlap

REVS already in JLVP45.6%

At least 45.6% of REVS's money is in holdings JLVP also owns.

Only one direction is shown: for JLVP, our book for it lists positions totalling 132.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.

The two portfolios partly overlap.

42 positions in common, counted across the 153 positions we hold weights for in JLVP and 298 in REVS, against full books of 154 and 611.

Top Shared Holdings

StockWeight in JLVPWeight in REVSDifference
MSFTMicrosoft Corp6.60%7.16%0.56%
AAPLApple, Inc2.59%8.48%5.89%
BACBank of America Corp.: Financials2.71%3.84%1.13%
METAMeta Platforms Inc3.27%2.05%1.22%
CCitigroup Inc.1.28%1.96%0.68%
CVXChevron Corp0.31%2.92%2.61%
SCHWSchwab Strategic T1.22%1.64%0.42%
ABBVAbbvie Inc.1.72%1.11%0.61%
PGRProgressive Corporation1.51%1.32%0.19%
NEENextera Energy Inc1.68%1.14%0.54%

45.6% of REVS is already inside JLVP.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JLVPREVS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JLVP or REVS?

JLVP has an expense ratio of 1.05% while REVS charges 0.19%. REVS is the cheaper option, by $86 a year on a $10,000 investment.

What is the holdings overlap between JLVP and REVS?

At least 45.6% of REVS's money is in holdings JLVP also owns. Our book for JLVP is partial, so the real figure is this or higher. They hold 42 positions in common, counted across the 153 positions we hold weights for in JLVP and 298 in REVS.

Which pays a higher dividend, JLVP or REVS?

JLVP yields 0.00% while REVS yields 1.84%, so REVS currently pays the higher dividend yield.

Is REVS better than JLVP?

REVS has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.