Compare · 3 funds side by side · dividends reinvested

JPSV, SVAL and IWF

02 / 04

−0.1%

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

Story of the three · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the three · RiskSmallest drop

JPSV, SVAL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.1%+29.4%+20.1%+7.4%−9.0%15.5%$163M1.4

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.16%+21.9%+24.0%+14.9%[…]−9.1%14.1%$29M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: JPSV 2023 · SVAL 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $163M$14,289

SVAL

IWF

iShares Russell 1000 Growth ETF · $119B$15,505

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

SVAL

More Ways to See the Pairs

SVAL vs IWF: Top 5 Holdings

Today

SVAL

4.2%in top 5

IWF

in top 538.2%

SVALStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: JPSV, SVAL, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SVAL0.20%$20

JPSV0.55%$55

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: JPSV, SVAL, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

IWF

+25.1%Year to dateJan 1 → Nov 13−2.6%

+29.4%1 yearTotal return−3.9%

+20.1%3 years · per year$10,000 became $17,339 · $16,699+18.6%

+7.4%5 years · per year$10,000 became $14,289 · $15,505+9.2%

0.20%Expense ratio$20 · $18 a year on $10k · lower is better0.18%

2.20%Trailing 12-mo yield$220 · $38 a year on $10k0.38%

−9.0%Worst dropSmaller is better−14.6%

15.5%VolatilityLower is calmer19.6%

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

6–2SVAL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SVAL vs IWF Returns, Every Period

5Y

iSharesSVAL

+7.4%

5 years, per year

IWFiShares

+9.2%

5 years, per year

SVALIWFFaded: behind in that period

3–1SVAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SVAL vs JPSV

YTD

iSharesSVAL

+25.1%

JPSVJ.P. Morgan

+21.9%

+25.1%Year to date+21.9%

−9.0%Worst drop · 1Y−9.1%

15.5%Volatility · 1Y14.1%

2.2%Yield1.2%

$163MAssets$29.2M

3–1SVAL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

JPSV1.16%$116

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

JPSV$116 − $55 = $61

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JPSV, SVAL, IWF

Today

13.4%most shared, JPSV and SVAL

JPSVSVALIWF

JPSV—13.4%0.0%

SVAL13.4%—0.0%

IWF0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+29.4%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

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SVALJPSV

+25.1%Year to date+21.9%

2.2%Yield1.2%

+29.4%Past year+24.0%

0.20%Fee0.55%

4–0SVAL wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Loading…

JPSV, SVAL and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three