Compare · 2 funds side by side · dividends reinvested

JAVA and IWF

JAVAJ.P. Morgan×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,498JAVA · best of the two

02 / 04

JAVA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Value ETFUS Stock Styles · Value0.44%1.12%+18.6%+23.7%+20.1%+11.8%−8.3%12.0%$7.4B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: JAVA 2021 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Value ETF · $7.4B$17,498

JAVA

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

JAVAMeasureIWF

+18.6%Year to dateJan 1 → Nov 9−2.5%

+23.7%1 yearTotal return−2.2%

+20.1%3 years · per year$10,000 became $17,322 · $17,207+19.8%

+11.8%5 years · per year$10,000 became $17,498 · $15,892+9.7%

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

1.12%Trailing 12-mo yield$112 · $38 a year on $10k0.38%

−8.3%Worst dropSmaller is better−14.6%

12.0%VolatilityLower is calmer19.5%

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

7–1JAVA wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JAVA vs IWF: Top 5 Holdings

Today

JAVA

22.2%in top 5

IWF

in top 539.7%

JAVAStockIWF

not top 5NVDA14.3%

3.9%AAPL8.8%

7.6%AMZNnot top 5

6.3%MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

2.2%WFCnot top 5

2.2%BRK-Bnot top 5

Held in common18.2%

End-of-day Nov 9, 2026 · share of each fund

JAVA vs IWF Returns, Every Period

J.P. MorganJAVA

+11.8%

5 years, per year

IWFiShares

+9.7%

5 years, per year

JAVAIWFFaded: behind in that period

4–0JAVA wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

JAVA vs IWF

YTD

J.P. MorganJAVA

+18.6%

IWFiShares

−2.5%

+18.6%Year to date−2.5%

−8.3%Worst drop · 1Y−14.6%

12.0%Volatility · 1Y19.5%

1.1%Yield0.4%

$7.4BAssets$118B

4–0JAVA wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JAVA, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JAVA0.44%$44

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JAVA, IWF

1.12%highest, JAVA

FundTrailing yieldYield$10k

JAVA1.12%$112

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$68most kept, JAVA

JAVA$112 − $44 = $68

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JAVA, IWF

Today

18.2%most shared, JAVA and IWF

JAVAIWF

JAVA—18.2%

IWF18.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.7%JAVA, at 12.0% volatility

JAVAWorst drop−8.3%12.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JAVAIWF

+18.6%Year to date−2.5%

1.1%Yield0.4%

+23.7%Past year−2.2%

0.44%Fee0.18%

3–1JAVA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026