Compare · 2 funds side by side · dividends reinvested

JAVA and IWD

JAVAJ.P. Morgan×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,927JAVA · best of the two

02 / 04

JAVA and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.1

JPMorgan Active Value ETFUS Stock Styles · Value0.44%1.11%+20.0%+24.7%+22.0%+12.4%−8.3%11.5%$7.5B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: JAVA 2021 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Value ETF · $7.5B$17,927

JAVA

IWD

iShares Russell 1000 Value ETF · $83.2B$17,870

$10,000 five years ago, dividends reinvested · they hold 48.6% in common

JAVAMeasureIWD

+20.0%Year to dateJan 1 → Nov 4+27.5%

+24.7%1 yearTotal return+32.0%

+22.0%3 years · per year$10,000 became $18,137 · $19,285+24.5%

+12.4%5 years · per year$10,000 became $17,927 · $17,870+12.3%

0.44%Expense ratio$44 · $18 a year on $10k · lower is better0.18%

1.11%Trailing 12-mo yield$111 · $133 a year on $10k1.33%

−8.3%Worst dropSmaller is better−6.8%

11.5%VolatilityLower is calmer11.2%

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

1–7IWD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JAVA vs IWD: Top 5 Holdings

Today

JAVA

21.5%in top 5

IWD

in top 521.9%

JAVAStockIWD

7.3%AMZN5.9%

6.1%MSFT5.1%

3.8%AAPL5.8%

2.1%BRK-B2.7%

not top 5JPM2.4%

2.2%WFCnot top 5

Held in common48.6%

End-of-day Nov 4, 2026 · share of each fund

JAVA vs IWD Returns, Every Period

J.P. MorganJAVA

+12.4%

5 years, per year

IWDiShares

+12.3%

5 years, per year

JAVAIWDFaded: behind in that period

1–3IWD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JAVA vs IWD

YTD

J.P. MorganJAVA

+20.0%

IWDiShares

+27.5%

+20.0%Year to date+27.5%

−8.3%Worst drop · 1Y−6.8%

11.5%Volatility · 1Y11.2%

1.1%Yield1.3%

$7.5BAssets$83.2B

4–0IWD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JAVA, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

JAVA0.44%$44

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JAVA, IWD

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

JAVA1.11%$111

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

JAVA$111 − $44 = $67

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JAVA, IWD

Today

48.6%most shared, JAVA and IWD

JAVAIWD

JAVA—48.6%

IWD48.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% vol

JAVAWorst drop−8.3%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWDJAVA

+27.5%Year to date+20.0%

1.3%Yield1.1%

+32.0%Past year+24.7%

0.18%Fee0.44%

4–0IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026