BRIF vs JUSA

BRIFCFIS Bright Portfolios Focused Equity ETF

JUSAAJPMorgan U.S. Research Enhanced Large Cap ETF

In short

BRIF A biblically screened take on active US large caps: Bright Portfolios scores companies on values first, then on growth-at-a-reasonable-price fundamentals, and holds a focused slate of names instead of the whole index.

JUSA Active stock picking in index clothing: J.P. Morgan analysts tilt roughly 300 large caps while sector weights and risk stay close to the S&P 500, for 0.18% a year with no waiver attached.

Stated mandate

BRIF The Fund seeks long-term capital appreciation. It is actively managed and invests primarily in U.S. large-cap equities through a proprietary process combining quantitative screening with fundamental, qualitative, valuation, and technical analysis.

JUSA The fund seeks capital appreciation through active, fundamental, bottom-up selection of large-cap U.S. equities. It targets companies with strong long-term earnings potential and attractive valuations relative to peers.

Why people hold it

• BRIF The faith screen is the point, not a label: the sub-adviser's proprietary Bright Score process avoids activities it deems contrary to Christian values, then ranks what survives.prnewswire.com
• Genuinely active: a quantitative screen feeds fundamental, qualitative, valuation and technical review of US large caps, with a stated growth-at-a-reasonable-price (GARP) discipline.
• Not a one-off: Faith Investor Services runs a lineup of stock and bond ETFs built on the same values screening, with Bright Portfolios sub-advising this one.nasdaq.com

• JUSA 0.18% a year with no waiver propping it up, below its category median. GUSE charges 0.30% and LRGC 0.39% for similar enhanced-index work; FELG ties it at 0.18%.
• Active where it counts, plain where it doesn't: bottom-up stock picks across roughly 300 large caps, with sector mix and risk profile kept close to the S&P 500.jpmorgan.com
• Stands among the strongest implementations in a 90-fund peer group of active large-cap funds, helped by a low fee and tightly managed risk.

Worth knowing

• BRIF 0.66% a year, above the typical fee in its active large-cap category, and no waiver trims it. Top-scoring peers JUSA and FELG charge 0.18%.
• A small fund that trades lightly, so spreads can run wider than a mega-cap index ETF's.
• Launched December 2024, so the record is short, and distributions land annually or semiannually rather than monthly.

• JUSA Launched in March 2025, so there is only a short live record on this ticker to judge.
• Moderately traded rather than a volume monster, so spreads can run wider than the giant index funds', especially in fast markets.
• Tracking the S&P 500's sector weights limits how far results can stray from the benchmark in either direction. This is a nudge on the index, not a different bet.jpmorgan.com

Full BRIF profile⁠

Full JUSA profile⁠