Compare · 2 funds side by side · dividends reinvested

JPSE and VTV

JPSEJ.P. Morgan×VTVVanguard×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,892VTV · best of the two

Story of the two · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the two · RiskSmallest drop

JPSE and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.0

JPMorgan Diversified Return U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.29%1.43%+16.1%+17.4%+16.0%+5.8%−8.0%14.8%$575M2.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: JPSE 2016 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Diversified Return U.S. Small Cap Equity ETF · $575M$13,270

JPSE

VTV

Vanguard Morningstar Value ETF · $184B$17,892

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JPSEMeasureVTV

+16.1%

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JPSE vs VTV: Top 5 Holdings

Today

JPSE

2.0%in top 5

VTV

in top 515.8%

JPSEStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Cost, Income and Risk

Fees: JPSE, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

JPSE0.29%$29

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: JPSE, VTV

1Y

1.81%highest, VTV

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+22.3%

+17.4%1 yearTotal return+25.5%

+16.0%3 years · per year$10,000 became $15,597 · $17,809+21.2%

+5.8%5 years · per year$10,000 became $13,270 · $17,892+12.3%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

1.43%Trailing 12-mo yield$143 · $181 a year on $10k1.81%

−8.0%Worst dropSmaller is better−6.4%

14.8%VolatilityLower is calmer10.8%

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

0–8VTV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.4%APLEnot top 5

0.4%PEBnot top 5

0.4%DRHnot top 5

0.4%INDVnot top 5

0.4%SIGnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

JPSE vs VTV Returns, Every Period

5Y

J.P. MorganJPSE

+5.8%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

JPSEVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

JPSE vs VTV

YTD

J.P. MorganJPSE

+16.1%

VTVVanguard

+22.3%

+16.1%Year to date+22.3%

−8.0%Worst drop · 1Y−6.4%

14.8%Volatility · 1Y10.8%

1.4%Yield1.8%

$575MAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

VTV1.81%$181

JPSE1.43%$143

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

JPSE$143 − $29 = $114

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JPSE, VTV

Today

0.0%most shared, JPSE and VTV

JPSEVTV

JPSE—0.0%

VTV0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

JPSEWorst drop−8.0%14.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVJPSE

+22.3%Year to date+16.1%

1.8%Yield1.4%

+25.5%Past year+17.4%

0.03%Fee0.29%

4–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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JPSE and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two