Compare · 3 funds side by side · dividends reinvested

JVAL, IUSV and IWF

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

Story of the three · IncomeMost incomeIUSV · 1.62% · $162 a year on $10k

Story of the three · RiskSmallest drop

JVAL, IUSV and IWF, 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%$1.1B1.5

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.62%+14.9%+17.7%+17.4%+11.4%−6.4%10.4%$28.7B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.9

Rank among the three1st → 3rdFee, 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 · IUSV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan U.S. Value Factor ETF · $1.1B$17,458

JVAL

IUSV

iShares Core S&P U.S. Value ETF · $28.7B$17,183

$10,000 five years ago, dividends reinvested · they hold 33.0% in common

JVAL

More Ways to See the Pairs

JVAL vs IUSV: Top 5 Holdings

Today

JVAL

10.1%in top 5

IUSV

in top 517.0%

JVALStockIUSV

2.3%AAPL7.9%

not top 5AMZN3.8%

2.2%MSFTnot top 5

2.1%METAnot top 5

not top 5XOM

Cost, Income and Risk

Fees: JVAL, IUSV, IWF

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

JVAL0.12%$12

IWF0.18%$18

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

Yields: JVAL, IUSV, IWF

Popular Pairs Near These Three

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$61.0B

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%

Measure

IUSV

+20.3%Year to dateJan 1 → Nov 10+14.9%

+24.7%1 yearTotal return+17.7%

+21.4%3 years · per year$10,000 became $17,908 · $16,190+17.4%

+11.8%5 years · per year$10,000 became $17,458 · $17,183+11.4%

0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%

1.60%Trailing 12-mo yield$160 · $162 a year on $10k1.62%

−8.5%Worst dropSmaller is better−6.4%

14.8%VolatilityLower is calmer10.4%

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

4–4Level

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

2.1%

1.7%GOOGLnot top 5

not top 5WMT1.7%

1.7%JNJnot top 5

not top 5COST1.5%

Held in common33.0%

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

JVAL vs IUSV Returns, Every Period

5Y

J.P. MorganJVAL

+11.8%

5 years, per year

IUSViShares

+11.4%

5 years, per year

JVALIUSVFaded: behind in that period

4–0JVAL wins

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

JVAL vs IUSV

YTD

J.P. MorganJVAL

+20.3%

IUSViShares

+14.9%

+20.3%Year to date+14.9%

−8.5%Worst drop · 1Y−6.4%

14.8%Volatility · 1Y10.4%

1.6%Yield1.6%

$1.1BAssets$28.7B

2–1IUSV wins

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

1Y

1.62%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.62%$162

JVAL1.60%$160

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$158most kept, IUSV

IUSV$162 − $4 = $158

JVAL$160 − $12 = $148

IWF$38 − $18 = $20

KeptFee

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

Overlap: JVAL, IUSV, IWF

Today

33.0%most shared, JVAL and IUSV

JVALIUSVIWF

JVAL—33.0%22.5%

IUSV33.0%—24.3%

IWF22.5%24.3%—

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

Return vs Bumpiness: 3 ETFs

1Y

+24.7%JVAL, at 14.8% volatility

IUSVWorst drop−6.4%10.4% vol

JVALWorst drop−8.5%14.8% 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

IUSVJVAL

+14.9%Year to date+20.3%

1.6%Yield1.6%

+17.7%Past year+24.7%

0.04%Fee0.12%

2–1JVAL wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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JVAL, IUSV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three