Compare · 3 funds side by side · dividends reinvested

JPSV, SVAL and VUG

JPSVJ.P. Morgan×SVALiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

JPSV, SVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.15%+28.3%+34.2%+22.4%+9.7%−9.0%14.9%$163M1.5

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.15%+23.6%+28.0%+16.8%[…]−9.1%13.8%$29M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, 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: JPSV 2023 · SVAL 2020 · 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 · $163M$15,861

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

JPSVMeasureSVAL

+23.6%Year to dateJan 1 → Nov 4+28.3%

+28.0%1 yearTotal return+34.2%

+16.8%3 years · per year$10,000 became $15,939 · $18,358+22.4%

[…]5 years · per year$10,000 became […] · $15,861+9.7%

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

1.15%Trailing 12-mo yield$115 · $215 a year on $10k2.15%

−9.1%Worst dropSmaller is better−9.0%

13.8%VolatilityLower is calmer14.9%

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

1–6SVAL wins

End-of-day Nov 4, 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 54.2%

JPSVStockSVAL

1.8%NSIT0.9%

1.8%CONnot top 5

1.7%ONBnot top 5

1.7%MAXnot top 5

1.6%SIGInot top 5

not top 5AMN0.9%

not top 5CBRL0.8%

not top 5OSPN0.8%

not top 5FIVN0.8%

Held in common12.0%

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

JPSV vs SVAL Returns, Every Period

J.P. MorganJPSV

+28.0%

past year

SVALiShares

+34.2%

past year

JPSVSVALFaded: behind in that period

0–3SVAL wins

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

JPSV vs SVAL

YTD

J.P. MorganJPSV

+23.6%

SVALiShares

+28.3%

+23.6%Year to date+28.3%

−9.1%Worst drop · 1Y−9.0%

13.8%Volatility · 1Y14.9%

1.1%Yield2.1%

$29.2MAssets$163M

3–1SVAL wins

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

Cost, Income and Risk

Fees: JPSV, SVAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SVAL0.20%$20

JPSV0.55%$55

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

Yields: JPSV, SVAL, VUG

2.15%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.15%$215

JPSV1.15%$115

VUG0.40%$40

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

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

JPSV$115 − $55 = $60

VUG$40 − $3 = $37

KeptFee

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

Overlap: JPSV, SVAL, VUG

Today

12.0%most shared, JPSV and SVAL

JPSVSVALVUG

JPSV—12.0%0.0%

SVAL12.0%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+34.2%SVAL, at 14.9% volatility

JPSVWorst drop−9.1%13.8% vol

SVALWorst drop−9.0%14.9% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SVALJPSV

+28.3%Year to date+23.6%

2.1%Yield1.1%

+34.2%Past year+28.0%

0.20%Fee0.55%

4–0SVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026