Compare · 2 funds side by side · dividends reinvested

IWD and JVAL

IWDiShares×JVALJ.P. Morgan×

Versus in desk

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

02 / 04

IWD and JVAL, 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

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan U.S. Value Factor ETF · $1.0B$17,252

JVAL

IWD

iShares Russell 1000 Value ETF · $82.9B$17,201

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

JVALMeasureIWD

+17.4%Year to dateJan 1 → Nov 6+23.7%

+21.0%1 yearTotal return+28.0%

+21.9%3 years · per year$10,000 became $18,124 · $18,455+22.7%

+11.5%5 years · per year$10,000 became $17,252 · $17,201+11.5%

0.12%Expense ratio$12 · $18 a year on $10k · lower is better0.18%

1.64%Trailing 12-mo yield$164 · $137 a year on $10k1.37%

−8.5%Worst dropSmaller is better−6.8%

14.6%VolatilityLower is calmer11.6%

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

2–5IWD wins

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

More Ways to See the Pairs

JVAL vs IWD: Top 5 Holdings

Today

JVAL

10.0%in top 5

IWD

in top 522.6%

JVALStockIWD

not top 5AMZN6.1%

2.3%AAPL6.0%

2.3%MSFT5.3%

not top 5BRK-B2.8%

not top 5JPM2.4%

2.1%METAnot top 5

1.8%GOOGLnot top 5

1.7%JNJnot top 5

Held in common33.6%

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

JVAL vs IWD Returns, Every Period

J.P. MorganJVAL

+11.5%

5 years, per year

IWDiShares

+11.5%

5 years, per year

JVALIWDFaded: behind in that period

0–3IWD wins

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

JVAL vs IWD

YTD

J.P. MorganJVAL

+17.4%

IWDiShares

+23.7%

+17.4%Year to date+23.7%

−8.5%Worst drop · 1Y−6.8%

14.6%Volatility · 1Y11.6%

1.6%Yield1.4%

$1.0BAssets$82.9B

3–1IWD wins

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

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 6, 2026 · fee on $10,000 a year

Yields: IWD, JVAL

1.64%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.64%$164

IWD1.37%$137

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

KeptFee

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

Overlap: IWD, JVAL

Today

33.6%most shared, IWD and JVAL

IWDJVAL

IWD—33.6%

JVAL33.6%—

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

Return vs Bumpiness: 2 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% 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

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 Two

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026