Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%SGOV+0.0%IWF+1.3%VIG−0.4%XLK+1.5%IJR+0.1%VO−0.1%QQQM+1.3%RSP−0.4%ITOT+0.4%DFAC+0.2%BNDX+0.1%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

IWD, JVAL and IWF

IWDiShares×JVALJ.P. Morgan×IWFiShares×
Versus in desk
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,326 · 2022JVAL$17,252IWD$17,201IWF$15,441Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,252JVAL · best of the three
02 / 04

IWD, JVAL and IWF, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$82.9B1.4
JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.64%+17.4%+21.0%+21.9%+11.5%−8.5%14.6%$1.0B1.6
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.9
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: IWD 2000 · JVAL 2017 · IWF 2000
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
iShares Russell 1000 Value ETF · $82.9B$17,201
IWD
JVAL
JPMorgan U.S. Value Factor ETF · $1.0B$17,252

$10,000 five years ago, dividends reinvested · they hold 33.6% in common

IWDMeasureJVAL
+23.7%Year to dateJan 1 → Nov 6+17.4%
+28.0%1 yearTotal return+21.0%
+22.7%3 years · per year$10,000 became $18,455 · $18,124+21.9%
+11.5%5 years · per year$10,000 became $17,201 · $17,252+11.5%
0.18%Expense ratio$18 · $12 a year on $10k · lower is better0.12%
1.37%Trailing 12-mo yield$137 · $164 a year on $10k1.64%
−6.8%Worst dropSmaller is better−8.5%
11.6%VolatilityLower is calmer14.6%
IWDJVAL Winner of the row, in its colourEach row: the bigger of the two fills its side
5–2IWD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

IWD vs JVAL: Top 5 Holdings

Today
IWD
22.6%in top 5
JVAL
in top 510.0%
IWDStockJVAL
6.1%AMZNnot top 5
6.0%AAPL2.3%
5.3%MSFT2.3%
2.8%BRK-Bnot top 5
2.4%JPMnot top 5
not top 5META2.1%
not top 5GOOGL1.8%
not top 5JNJ1.7%
Held in common33.6%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

IWD vs JVAL Returns, Every Period

5Y
iSharesIWD
+11.5%
5 years, per year
JVALJ.P. Morgan
+11.5%
5 years, per year
0%+10%+20%+30%+23.7%+17.4%YTD+28.0%+21.0%1 year+22.7%+21.9%3 yrs · yr+11.5%+11.5%5 yrs · yr
IWDJVALFaded: behind in that period
3–0IWD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

IWD vs JVAL

YTD
iSharesIWD
+23.7%
JVALJ.P. Morgan
+17.4%
Jan 1Nov 6+23.7%+17.4%
+23.7%Year to date+17.4%
−6.8%Worst drop · 1Y−8.5%
11.6%Volatility · 1Y14.6%
1.4%Yield1.6%
$82.9BAssets$1.0B
3–1IWD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: IWD, JVAL, IWF

Today
0.12%lowest, JVAL
FundExpense ratioFee$10k
JVAL0.12%$12
IWD0.18%$18
IWF0.18%$18
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: IWD, JVAL, IWF

1Y
1.64%highest, JVAL
FundTrailing yieldYield$10k
JVAL1.64%$164
IWD1.37%$137
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$152most kept, JVAL
JVAL$164 − $12 = $152
IWD$137 − $18 = $119
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: IWD, JVAL, IWF

Today
33.6%most shared, IWD and JVAL
IWDJVALIWF
IWD—33.6%18.9%
JVAL33.6%—21.9%
IWF18.9%21.9%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+28.0%IWD, at 11.6% volatility
−10%0%+10%+20%+30%+40%5%10%15%20%25%Volatility · 1 year → bumpierIWD +28.0%JVAL +21.0%IWF −6.5%
IWDWorst drop−6.8%11.6% vol
JVALWorst drop−8.5%14.6% vol
IWFWorst drop−14.6%19.4% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JVALIWD
Jan 1Nov 6+17.4%+23.7%
+17.4%Year to date+23.7%
1.6%Yield1.4%
+21.0%Past year+28.0%
0.12%Fee0.18%
2–2level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VTV vs SCHV

YTD
VanguardVTV
+18.5%
SCHVSchwab
+16.2%
Jan 1Nov 6+18.5%+16.2%
+18.5%Year to date+16.2%
1.9%Yield1.8%
$184BAssets$15.4B
2–0VTV wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com
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