Compare · 2 funds side by side · dividends reinvested

JLVP and VONV

JLVPJ.P. Morgan×VONVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,976VONV · best of the two

02 / 03

JLVP and VONV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Russell 1000 Value ETFUS Stock Styles · Value0.06%1.49%+27.6%+32.2%+24.6%+12.4%−6.8%11.3%$21.7B1.0

JPMorgan U.S. Large Cap Value Plus ETFUS Stock Styles · Value1.21%0.00%[…][…][…][…][…][…]$28M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: JLVP 2026 · VONV 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan U.S. Large Cap Value Plus ETF · $28M[…]

JLVP

VONV

Vanguard Russell 1000 Value ETF · $21.7B$17,976

$10,000 five years ago, dividends reinvested · they hold 41.9% in common

JLVPMeasureVONV

[…]Year to dateJan 1 → Nov 4+27.6%

[…]1 yearTotal return+32.2%

[…]3 years · per year$10,000 became […] · $19,351+24.6%

[…]5 years · per year$10,000 became […] · $17,976+12.4%

1.21%Expense ratio$121 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $149 a year on $10k1.49%

[…]Worst dropSmaller is better−6.8%

[…]VolatilityLower is calmer11.3%

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

0–2VONV wins

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

More Ways to See the Pairs

JLVP vs VONV: Top 5 Holdings

Today

JLVP

26.8%in top 5

VONV

in top 522.3%

JLVPStockVONV

9.4%AMZN6.1%

5.6%AAPL6.1%

5.9%MSFT5.2%

3.2%BRK-B2.5%

2.8%RTXnot top 5

not top 5JPM2.4%

Held in common41.9%

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

JLVP vs VONV Returns, Every Period

J.P. MorganJLVP

[…]

past year

VONVVanguard

+32.2%

past year

Returns […]

JLVPVONVFaded: behind in that period

0–0Level

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

JLVP vs VONV

YTD

J.P. MorganJLVP

[…]

VONVVanguard

+27.6%

[…]Year to date+27.6%

[…]Worst drop · 1Y−6.8%

[…]Volatility · 1Y11.3%

0.0%Yield1.5%

$28.5MAssets$21.7B

1–0VONV wins

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

Cost, Income and Risk

Fees: JLVP, VONV

Today

0.06%lowest, VONV

FundExpense ratioFee$10k

VONV0.06%$6

JLVP1.21%$121

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

Yields: JLVP, VONV

1.49%highest, VONV

FundTrailing yieldYield$10k

VONV1.49%$149

JLVP0.00%$0

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

Income After Fees on $10,000

$143most kept, VONV

VONV$149 − $6 = $143

JLVP$0 − $121 = −$121

KeptFee

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

Overlap: JLVP, VONV

Today

41.9%most shared, JLVP and VONV

JLVPVONV

JLVP—41.9%

VONV41.9%—

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

Return vs Bumpiness: 2 ETFs

+32.2%VONV, at 11.3% volatility

VONVWorst drop−6.8%11.3% vol

JLVPWorst drop[…][…]

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

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026