Compare · 4 funds side by side · dividends reinvested

JVAL, DFAT, IWF and VUG

JVALJ.P. Morgan×DFATDimensional×IWFiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,458JVAL · best of the four

Story of the four · IncomeMost incomeJVAL · 1.60% · $160 a year on $10k

Story of the four · RiskSmallest drop

JVAL, DFAT, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.60%+20.3%+24.7%+21.4%+11.8%−8.5%14.8%$1.0B1.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.7B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: JVAL 2017 · DFAT 2000 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan U.S. Value Factor ETF · $1.0B$17,458

JVAL

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JVAL vs DFAT: Top 5 Holdings

Today

JVAL

10.1%in top 5

DFAT

in top 53.6%

JVALStockDFAT

2.3%AAPLnot top 5

2.2%MSFTnot top 5

2.1%METAnot top 5

1.7%GOOGLnot top 5

1.7%JNJnot top 5

Cost, Income and Risk

Fees: JVAL, DFAT, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JVAL0.12%$12

IWF0.18%$18

DFAT0.31%$31

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DFAT

Dimensional - US Targeted Value ETF · $31.7B$15,937

$10,000 five years ago, dividends reinvested · they hold 17.0% in common

JVALMeasureDFAT

+20.3%Year to dateJan 1 → Nov 10+19.0%

+24.7%1 yearTotal return+24.8%

+21.4%3 years · per year$10,000 became $17,908 · $15,988+16.9%

+11.8%5 years · per year$10,000 became $17,458 · $15,937+9.8%

0.12%Expense ratio$12 · $31 a year on $10k · lower is better0.31%

1.60%Trailing 12-mo yield$160 · $133 a year on $10k1.33%

−8.5%Worst dropSmaller is better−9.6%

14.8%VolatilityLower is calmer14.7%

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

6–2JVAL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CNH0.8%

not top 5OVV0.7%

not top 5BALL0.7%

not top 5TOL0.7%

not top 5SJM0.7%

Held in common17.0%

End-of-day Nov 10, 2026 · share of each fund

JVAL vs DFAT Returns, Every Period

5Y

J.P. MorganJVAL

+11.8%

5 years, per year

DFATDimensional

+9.8%

5 years, per year

JVALDFATFaded: behind in that period

3–1JVAL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

JVAL vs DFAT

YTD

J.P. MorganJVAL

+20.3%

DFATDimensional

+19.0%

+20.3%Year to date+19.0%

−8.5%Worst drop · 1Y−9.6%

14.8%Volatility · 1Y14.7%

1.6%Yield1.3%

$1.0BAssets$31.7B

3–1JVAL wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JVAL, DFAT, IWF, VUG

1Y

1.60%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.60%$160

DFAT1.33%$133

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$148most kept, JVAL

JVAL$160 − $12 = $148

DFAT$133 − $31 = $102

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JVAL, DFAT, IWF, VUG

Today

78.6%most shared, IWF and VUG

JVALDFATIWFVUG

JVAL—17.0%22.5%18.1%

DFAT17.0%—0.0%0.0%

IWF22.5%0.0%—78.6%

VUG18.1%0.0%78.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+24.8%DFAT, at 14.7% volatility

DFATWorst drop−9.6%14.7% vol

JVALWorst drop−8.5%14.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JVALDFAT

+20.3%Year to date+19.0%

1.6%Yield1.3%

+24.7%Past year+24.8%

0.12%Fee0.31%

3–1JVAL wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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JVAL, DFAT, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four