Compare · 4 funds side by side · dividends reinvested

JPSV, SVAL, FSEV and IWF

JPSVJ.P. Morgan×SVALiShares×FSEVFidelity×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,927IWF · best of the four

Story of the four · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the four · RiskSmallest drop

JPSV, SVAL, FSEV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M1.5

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.16%+22.7%+25.9%+14.6%[…]−9.1%14.1%$29M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.4

Fidelity Enhanced Small Cap Value ETFUS Stock Styles · Small cap0.28%0.63%[…][…][…][…][…][…]$8M3.0

Rank among the four1st → 4thFee, 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: JPSV 2023 · SVAL 2020 · FSEV 2026 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Active Small Cap Value ETF · $29M[…]

JPSV

More Ways to See the Pairs

JPSV vs SVAL: Top 5 Holdings

Today

JPSV

8.5%in top 5

SVAL

in top 54.1%

JPSVStockSVAL

1.9%CONnot top 5

1.8%NSIT0.9%

1.7%ONBnot top 5

1.6%SIGInot top 5

1.5%EHC

Cost, Income and Risk

Fees: JPSV, SVAL, FSEV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SVAL0.20%$20

FSEV0.28%$28

JPSV0.55%$55

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

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VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

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%

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,577

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

JPSVMeasureSVAL

+22.7%Year to dateJan 1 → Nov 11+25.9%

+25.9%1 yearTotal return+30.9%

+14.6%3 years · per year$10,000 became $15,050 · $16,990+19.3%

[…]5 years · per year$10,000 became […] · $14,577+7.8%

0.55%Expense ratio$55 · $20 a year on $10k · lower is better0.20%

1.16%Trailing 12-mo yield$116 · $219 a year on $10k2.19%

−9.1%Worst dropSmaller is better−9.0%

14.1%VolatilityLower is calmer15.5%

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

1–6SVAL wins

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

not top 5

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5PGNY0.8%

not top 5LFST0.8%

Held in common12.7%

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

JPSV vs SVAL Returns, Every Period

1Y

J.P. MorganJPSV

+25.9%

past year

SVALiShares

+30.9%

past year

JPSVSVALFaded: behind in that period

0–3SVAL wins

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

JPSV vs SVAL

YTD

J.P. MorganJPSV

+22.7%

SVALiShares

+25.9%

+22.7%Year to date+25.9%

−9.1%Worst drop · 1Y−9.0%

14.1%Volatility · 1Y15.5%

1.2%Yield2.2%

$29.2MAssets$161M

3–1SVAL wins

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

Yields: JPSV, SVAL, FSEV, IWF

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

JPSV1.16%$116

FSEV0.63%$63

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

JPSV$116 − $55 = $61

FSEV$63 − $28 = $35

IWF$37 − $18 = $19

KeptFee

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

Overlap: JPSV, SVAL, FSEV, IWF

Today

19.9%most shared, SVAL and FSEV

JPSVSVALFSEVIWF

JPSV—12.7%11.7%0.0%

SVAL12.7%—19.9%0.0%

FSEV11.7%19.9%—0.0%

IWF0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

JPSVWorst drop−9.1%14.1% vol

SVALWorst drop−9.0%15.5% vol

IWFWorst drop−14.6%19.6% vol

FSEVWorst drop[…][…]

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

Paid More vs Made More

YTD

SVALJPSV

+25.9%Year to date+22.7%

2.2%Yield1.2%

+30.9%Past year+25.9%

0.20%Fee0.55%

4–0SVAL 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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JPSV, SVAL, FSEV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four