Compare · 3 funds side by side · dividends reinvested

JVAL, IVV and VOO

JVALJ.P. Morgan×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,252JVAL · best of the three

02 / 04

JVAL, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.63%+17.6%+22.4%+22.2%+11.5%−8.5%14.7%$1.1B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JVAL 2017 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan U.S. Value Factor ETF · $1.1B$17,252

JVAL

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 33.5% in common

JVALMeasureIVV

+17.6%Year to dateJan 1 → Nov 5+8.4%

+22.4%1 yearTotal return+9.7%

+22.2%3 years · per year$10,000 became $18,268 · $18,221+22.1%

+11.5%5 years · per year$10,000 became $17,252 · $17,151+11.4%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

1.63%Trailing 12-mo yield$163 · $114 a year on $10k1.14%

−8.5%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.6%

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

6–2JVAL wins

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

More Ways to See the Pairs

JVAL vs IVV: Top 5 Holdings

Today

JVAL

9.9%in top 5

IVV

in top 527.7%

JVALStockIVV

2.2%AAPL7.7%

not top 5NVDA7.3%

2.2%MSFT6.2%

not top 5AMZN3.9%

1.7%GOOGL2.6%

2.1%METAnot top 5

1.7%JNJnot top 5

Held in common33.5%

End-of-day Nov 5, 2026 · share of each fund

JVAL vs IVV Returns, Every Period

J.P. MorganJVAL

+11.5%

5 years, per year

IVViShares

+11.4%

5 years, per year

JVALIVVFaded: behind in that period

4–0JVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: JVAL vs IVV

YTD

J.P. MorganJVAL

+17.6%

IVViShares

+8.4%

+17.6%Year to date+8.4%

−8.5%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y13.6%

1.6%Yield1.1%

$1.1BAssets$887B

3–1JVAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JVAL, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

JVAL0.12%$12

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JVAL, IVV, VOO

1.63%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.63%$163

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$151most kept, JVAL

JVAL$163 − $12 = $151

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JVAL, IVV, VOO

Today

93.5%most shared, IVV and VOO

JVALIVVVOO

JVAL—33.5%33.5%

IVV33.5%—93.5%

VOO33.5%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.4%JVAL, at 14.7% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

JVALWorst drop−8.5%14.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JVALVOO

+17.6%Year to date+8.4%

1.6%Yield1.1%

+22.4%Past year+9.8%

0.12%Fee0.03%

3–1JVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026