Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%SGOV+0.0%IWF+1.3%VIG−0.4%XLK+1.5%IJR+0.1%VO−0.1%QQQM+1.3%RSP−0.4%ITOT+0.4%DFAC+0.2%BNDX+0.1%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

JVAL, IUSV and VUG

JVALJ.P. Morgan×IUSViShares×VUGVanguard×
Versus in desk
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,326 · 2022JVAL$17,252IUSV$16,974VUG$16,124Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,252JVAL · best of the three
02 / 04

JVAL, IUSV and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.64%+17.4%+21.0%+21.9%+11.5%−8.5%14.6%$1.0B1.8
iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.66%+12.4%+15.1%+17.8%+11.2%−6.4%10.3%$28.2B1.8
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: JVAL 2017 · IUSV 2000 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
JPMorgan U.S. Value Factor ETF · $1.0B$17,252
JVAL
IUSV
iShares Core S&P U.S. Value ETF · $28.2B$16,974

$10,000 five years ago, dividends reinvested · they hold 33.1% in common

JVALMeasureIUSV
+17.4%Year to dateJan 1 → Nov 6+12.4%
+21.0%1 yearTotal return+15.1%
+21.9%3 years · per year$10,000 became $18,124 · $16,360+17.8%
+11.5%5 years · per year$10,000 became $17,252 · $16,974+11.2%
0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%
1.64%Trailing 12-mo yield$164 · $166 a year on $10k1.66%
−8.5%Worst dropSmaller is better−6.4%
14.6%VolatilityLower is calmer10.3%
JVALIUSV Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

JVAL vs IUSV: Top 5 Holdings

Today
JVAL
10.0%in top 5
IUSV
in top 517.1%
JVALStockIUSV
2.3%AAPL7.9%
not top 5AMZN3.8%
2.3%MSFTnot top 5
not top 5XOM2.1%
2.1%METAnot top 5
not top 5WMT1.8%
1.8%GOOGLnot top 5
1.7%JNJnot top 5
not top 5COST1.5%
Held in common33.1%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

JVAL vs IUSV Returns, Every Period

5Y
J.P. MorganJVAL
+11.5%
5 years, per year
IUSViShares
+11.2%
5 years, per year
0%+10%+20%+30%+17.4%+12.4%YTD+21.0%+15.1%1 year+21.9%+17.8%3 yrs · yr+11.5%+11.2%5 yrs · yr
JVALIUSVFaded: behind in that period
4–0JVAL wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

JVAL vs IUSV

YTD
J.P. MorganJVAL
+17.4%
IUSViShares
+12.4%
Jan 1Nov 6+17.4%+12.4%
+17.4%Year to date+12.4%
−8.5%Worst drop · 1Y−6.4%
14.6%Volatility · 1Y10.3%
1.6%Yield1.7%
$1.0BAssets$28.2B
3–1IUSV wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: JVAL, IUSV, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
IUSV0.04%$4
JVAL0.12%$12
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: JVAL, IUSV, VUG

1Y
1.66%highest, IUSV
FundTrailing yieldYield$10k
IUSV1.66%$166
JVAL1.64%$164
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$162most kept, IUSV
IUSV$166 − $4 = $162
JVAL$164 − $12 = $152
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: JVAL, IUSV, VUG

Today
33.1%most shared, JVAL and IUSV
JVALIUSVVUG
JVAL—33.1%17.6%
IUSV33.1%—24.5%
VUG17.6%24.5%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+21.0%JVAL, at 14.6% volatility
0%+10%+20%+30%5%10%15%20%25%Volatility · 1 year → bumpierJVAL +21.0%IUSV +15.1%VUG +0.2%
IUSVWorst drop−6.4%10.3% vol
JVALWorst drop−8.5%14.6% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
IUSVJVAL
Jan 1Nov 6+12.4%+17.4%
+12.4%Year to date+17.4%
1.7%Yield1.6%
+15.1%Past year+21.0%
0.04%Fee0.12%
2–2level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com
Also playingIssuersVisualizationsMarketsFeedPortfolioDaily email