Compare · 2 funds side by side · dividends reinvested

JPSV and VBR

JPSVJ.P. Morgan×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,849VBR · best of the two

02 / 04

JPSV and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.4

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.15%+23.6%+28.0%+16.8%[…]−9.1%13.8%$29M1.6

Rank among the two1st → 2ndFee, 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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

JPSV

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

JPSVMeasureVBR

+23.6%Year to dateJan 1 → Nov 4+19.4%

+28.0%1 yearTotal return+23.4%

+16.8%3 years · per year$10,000 became $15,939 · $17,630+20.8%

[…]5 years · per year$10,000 became […] · $15,849+9.6%

0.55%Expense ratio$55 · $5 a year on $10k · lower is better0.05%

1.15%Trailing 12-mo yield$115 · $177 a year on $10k1.77%

−9.1%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.9%

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

3–4VBR 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 VBR: Top 5 Holdings

Today

JPSV

8.6%in top 5

VBR

in top 53.3%

JPSVStockVBR

1.8%NSITnot top 5

1.8%CONnot top 5

1.7%ONBnot top 5

1.7%MAXnot top 5

1.6%SIGInot top 5

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common7.3%

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

JPSV vs VBR Returns, Every Period

J.P. MorganJPSV

+28.0%

past year

VBRVanguard

+23.4%

past year

JPSVVBRFaded: behind in that period

2–1JPSV wins

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

JPSV vs VBR

YTD

J.P. MorganJPSV

+23.6%

VBRVanguard

+19.4%

+23.6%Year to date+19.4%

−9.1%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.9%

1.1%Yield1.8%

$29.0MAssets$35.1B

2–2level

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

Cost, Income and Risk

Fees: JPSV, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

JPSV0.55%$55

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

Yields: JPSV, VBR

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

JPSV1.15%$115

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

JPSV$115 − $55 = $60

KeptFee

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

Overlap: JPSV, VBR

Today

7.3%most shared, JPSV and VBR

JPSVVBR

JPSV—7.3%

VBR7.3%—

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

Return vs Bumpiness: 2 ETFs

+28.0%JPSV, at 13.8% volatility

JPSVWorst drop−9.1%13.8% vol

VBRWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

VBRJPSV

+19.4%Year to date+23.6%

1.8%Yield1.1%

+23.4%Past year+28.0%

0.05%Fee0.55%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026