Compare · 3 funds side by side · dividends reinvested

IVV, JVAL and VOO

IVViShares×JVALJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,252JVAL · best of the three

02 / 04

IVV, JVAL and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.64%+17.4%+21.0%+21.9%+11.5%−8.5%14.6%$1.1B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · JVAL 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

JVAL

JPMorgan U.S. Value Factor ETF · $1.1B$17,252

$10,000 five years ago, dividends reinvested · they hold 33.2% in common

IVVMeasureJVAL

+8.7%Year to dateJan 1 → Nov 6+17.4%

+9.8%1 yearTotal return+21.0%

+21.8%3 years · per year$10,000 became $18,084 · $18,124+21.9%

+11.4%5 years · per year$10,000 became $17,177 · $17,252+11.5%

0.03%Expense ratio$3 · $12 a year on $10k · lower is better0.12%

1.14%Trailing 12-mo yield$114 · $164 a year on $10k1.64%

−8.9%Worst dropSmaller is better−8.5%

13.6%VolatilityLower is calmer14.6%

IVVJVAL Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6JVAL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs JVAL: Top 5 Holdings

Today

IVV

27.8%in top 5

JVAL

in top 510.0%

IVVStockJVAL

7.9%AAPL2.3%

6.9%NVDAnot top 5

6.3%MSFT2.3%

4.0%AMZNnot top 5

2.6%GOOGL1.8%

not top 5META2.1%

not top 5JNJ1.7%

Held in common33.2%

End-of-day Nov 6, 2026 · share of each fund

IVV vs JVAL Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

JVALJ.P. Morgan

+11.5%

5 years, per year

IVVJVALFaded: behind in that period

0–4JVAL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs JVAL

YTD

iSharesIVV

+8.7%

JVALJ.P. Morgan

+17.4%

+8.7%Year to date+17.4%

−8.9%Worst drop · 1Y−8.5%

13.6%Volatility · 1Y14.6%

1.1%Yield1.6%

$853BAssets$1.1B

3–1JVAL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, JVAL, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

JVAL0.12%$12

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, JVAL, VOO

1.64%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.64%$164

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$152most kept, JVAL

JVAL$164 − $12 = $152

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, JVAL, VOO

Today

92.2%most shared, IVV and VOO

IVVJVALVOO

IVV—33.2%92.2%

JVAL33.2%—33.2%

VOO92.2%33.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.0%JVAL, at 14.6% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

JVALWorst drop−8.5%14.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JVALIVV

+17.4%Year to date+8.7%

1.6%Yield1.1%

+21.0%Past year+9.8%

0.12%Fee0.03%

3–1JVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026