Compare · 2 funds side by side · dividends reinvested

IWD and JVAL

IWDiShares×JVALJ.P. Morgan×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,356IWD · best of the two

Story of the two · IncomeMost incomeJVAL · 1.59% · $159 a year on $10k

Story of the two · RiskSmallest drop

IWD and JVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.5%+28.6%+22.8%+11.7%−6.8%11.7%$84.7B1.3

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.59%+20.7%+23.3%+22.0%+11.5%−8.5%14.8%$1.1B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: IWD 2000 · JVAL 2017

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $84.7B$17,356

IWD

JVAL

JPMorgan U.S. Value Factor ETF · $1.1B$17,238

$10,000 five years ago, dividends reinvested · they hold 33.5% in common

IWDMeasureJVAL

+26.5%

More Ways to See the Pairs

IWD vs JVAL: Top 5 Holdings

Today

IWD

22.4%in top 5

JVAL

in top 59.9%

IWDStockJVAL

6.1%AMZNnot top 5

6.1%AAPL2.3%

5.0%MSFT2.1%

2.8%BRK-Bnot top 5

2.4%JPM

Cost, Income and Risk

Fees: IWD, JVAL

Today

0.12%lowest, JVAL

FundExpense ratioFee$10k

JVAL0.12%$12

IWD0.18%$18

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IWD, JVAL

1Y

1.59%highest, JVAL

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+20.7%

+28.6%1 yearTotal return+23.3%

+22.8%3 years · per year$10,000 became $18,519 · $18,140+22.0%

+11.7%5 years · per year$10,000 became $17,356 · $17,238+11.5%

0.18%Expense ratio$18 · $12 a year on $10k · lower is better0.12%

1.34%Trailing 12-mo yield$134 · $159 a year on $10k1.59%

−6.8%Worst dropSmaller is better−8.5%

11.7%VolatilityLower is calmer14.8%

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

6–2IWD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5META2.1%

not top 5GOOGL1.8%

not top 5AVGO1.7%

Held in common33.5%

End-of-day Nov 13, 2026 · share of each fund

IWD vs JVAL Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

JVALJ.P. Morgan

+11.5%

5 years, per year

IWDJVALFaded: behind in that period

4–0IWD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IWD vs JVAL

YTD

iSharesIWD

+26.5%

JVALJ.P. Morgan

+20.7%

+26.5%Year to date+20.7%

−6.8%Worst drop · 1Y−8.5%

11.7%Volatility · 1Y14.8%

1.3%Yield1.6%

$84.7BAssets$1.1B

3–1IWD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

JVAL1.59%$159

IWD1.34%$134

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$147most kept, JVAL

JVAL$159 − $12 = $147

IWD$134 − $18 = $116

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IWD, JVAL

Today

33.5%most shared, IWD and JVAL

IWDJVAL

IWD—33.5%

JVAL33.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.6%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

JVALWorst drop−8.5%14.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JVALIWD

+20.7%Year to date+26.5%

1.6%Yield1.3%

+23.3%Past year+28.6%

0.12%Fee0.18%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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IWD and JVAL

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two