Compare · 3 funds side by side · dividends reinvested

IWD, JVAL and VUG

IWDiShares×JVALJ.P. Morgan×VUGVanguard×

Story 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 VUG, 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%$82.9B1.5

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.64%+17.4%+21.0%+21.9%+11.5%−8.5%14.6%$1.0B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.6

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

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

IWD vs JVAL Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

JVALJ.P. Morgan

+11.5%

5 years, per year

IWDJVALFaded: behind in that period

3–0IWD wins

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

IWD vs JVAL

YTD

iSharesIWD

+23.7%

JVALJ.P. Morgan

+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

Cost, Income and Risk

Fees: IWD, JVAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JVAL0.12%$12

IWD0.18%$18

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

Yields: IWD, JVAL, VUG

1.64%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.64%$164

IWD1.37%$137

VUG0.42%$42

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

Income After Fees on $10,000

$152most kept, JVAL

JVAL$164 − $12 = $152

IWD$137 − $18 = $119

VUG$42 − $3 = $39

KeptFee

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

Overlap: IWD, JVAL, VUG

Today

33.6%most shared, IWD and JVAL

IWDJVALVUG

IWD—33.6%22.9%

JVAL33.6%—17.6%

VUG22.9%17.6%—

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

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

JVALWorst drop−8.5%14.6% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

JVALIWD

+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

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+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

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