Compare · 2 funds side by side · dividends reinvested

JLVP and IUSV

JLVPJ.P. Morgan×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,016IUSV · best of the two

02 / 03

JLVP and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.0

JPMorgan U.S. Large Cap Value Plus ETFUS Stock Styles · Value1.21%0.00%[…][…][…][…][…][…]$29M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: JLVP 2026 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan U.S. Large Cap Value Plus ETF · $29M[…]

JLVP

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 32.8% in common

JLVPMeasureIUSV

[…]Year to dateJan 1 → Nov 3+13.8%

[…]1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $17,084+19.5%

[…]5 years · per year$10,000 became […] · $17,016+11.2%

1.21%Expense ratio$121 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $164 a year on $10k1.64%

[…]Worst dropSmaller is better−6.4%

[…]VolatilityLower is calmer9.6%

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

0–2IUSV wins

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

More Ways to See the Pairs

JLVP vs IUSV: Top 5 Holdings

Today

JLVP

27.5%in top 5

IUSV

in top 516.8%

JLVPStockIUSV

9.0%AMZN3.4%

6.4%AAPL7.8%

5.9%MSFTnot top 5

3.5%BRK-Bnot top 5

2.7%RTXnot top 5

not top 5XOM2.4%

not top 5WMT1.7%

not top 5CVX1.4%

Held in common32.8%

End-of-day Nov 3, 2026 · share of each fund

JLVP vs IUSV Returns, Every Period

J.P. MorganJLVP

[…]

past year

IUSViShares

+16.1%

past year

Returns […]

JLVPIUSVFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JLVP vs IUSV

YTD

J.P. MorganJLVP

[…]

IUSViShares

+13.8%

[…]Year to date+13.8%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y9.6%

0.0%Yield1.6%

$28.5MAssets$28.4B

1–0IUSV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JLVP, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

JLVP1.21%$121

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JLVP, IUSV

1.64%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.64%$164

JLVP0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

JLVP$0 − $121 = −$121

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JLVP, IUSV

Today

32.8%most shared, JLVP and IUSV

JLVPIUSV

JLVP—32.8%

IUSV32.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%IUSV, at 9.6% volatility

IUSVWorst drop−6.4%9.6% vol

JLVPWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026