Compare · 4 funds side by side · dividends reinvested

JPSV, SVAL, VTV and VUG

JPSVJ.P. Morgan×SVALiShares×VTVVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

JPSV, SVAL, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.8

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.23%+23.2%+29.8%+20.6%+8.4%−9.0%15.4%$165M2.1

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.17%+20.7%+25.4%+15.7%[…]−9.1%14.0%$29M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JPSV 2023 · SVAL 2020 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

JPSV

SVAL

iShares US Small Cap Value Factor ETF · $165M$14,959

$10,000 five years ago, dividends reinvested · they hold 12.3% in common

JPSVMeasureSVAL

+20.7%Year to dateJan 1 → Nov 5+23.2%

+25.4%1 yearTotal return+29.8%

+15.7%3 years · per year$10,000 became $15,493 · $17,555+20.6%

[…]5 years · per year$10,000 became […] · $14,959+8.4%

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

1.17%Trailing 12-mo yield$117 · $223 a year on $10k2.23%

−9.1%Worst dropSmaller is better−9.0%

14.0%VolatilityLower is calmer15.4%

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

1–6SVAL wins

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

More Ways to See the Pairs

JPSV vs SVAL: Top 5 Holdings

Today

JPSV

8.6%in top 5

SVAL

in top 54.3%

JPSVStockSVAL

1.9%CONnot top 5

1.9%NSIT0.9%

1.7%ONBnot top 5

1.6%SIGInot top 5

1.6%LIVNnot top 5

not top 5AMN0.9%

not top 5CBRL0.9%

not top 5FIVN0.8%

not top 5OSPN0.8%

Held in common12.3%

End-of-day Nov 5, 2026 · share of each fund

JPSV vs SVAL Returns, Every Period

J.P. MorganJPSV

+25.4%

past year

SVALiShares

+29.8%

past year

JPSVSVALFaded: behind in that period

0–3SVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JPSV vs SVAL

YTD

J.P. MorganJPSV

+20.7%

SVALiShares

+23.2%

+20.7%Year to date+23.2%

−9.1%Worst drop · 1Y−9.0%

14.0%Volatility · 1Y15.4%

1.2%Yield2.2%

$29.0MAssets$165M

3–1SVAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPSV, SVAL, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

SVAL0.20%$20

JPSV0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JPSV, SVAL, VTV, VUG

2.23%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.23%$223

VTV1.86%$186

JPSV1.17%$117

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

VTV$186 − $3 = $183

JPSV$117 − $55 = $62

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JPSV, SVAL, VTV, VUG

Today

12.3%most shared, JPSV and SVAL

JPSVSVALVTVVUG

JPSV—12.3%0.0%0.0%

SVAL12.3%—0.0%0.0%

VTV0.0%0.0%—1.9%

VUG0.0%0.0%1.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.8%SVAL, at 15.4% volatility

VTVWorst drop−6.4%10.7% vol

JPSVWorst drop−9.1%14.0% vol

SVALWorst drop−9.0%15.4% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SVALJPSV

+23.2%Year to date+20.7%

2.2%Yield1.2%

+29.8%Past year+25.4%

0.20%Fee0.55%

4–0SVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026