Today
VOO−4.4%IVV−4.4%SPY−4.4%VTI−4.4%QQQ−6.5%VUG−5.5%VEA−3.7%IEFA−3.0%VTV−3.1%SPYM−4.4%VXUS−3.7%BND+0.2%VGT−7.3%IEMG−5.6%AGG+0.2%GLD+0.8%IJH−3.9%VWO−3.6%SCHD−2.2%IWF−6.4%XLK−8.0%SGOV+0.0%VIG−3.3%IJR−3.8%QQQM−6.3%VO−3.5%RSP−2.9%ITOT−4.4%DFAC−4.0%IWD−2.6%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

JVAL, IWD and VUG

JVALJ.P. Morgan×IWDiShares×VUGVanguard×
Versus in desk
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,352 · 2022JVAL$17,252IWD$17,246VUG$16,052Oct 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, IWD and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$85.3B1.5
JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.63%+17.6%+22.4%+22.2%+11.5%−8.5%14.7%$1.1B1.9
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.6
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 · IWD 2000 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
JPMorgan U.S. Value Factor ETF · $1.1B$17,252
JVAL
IWD
iShares Russell 1000 Value ETF · $85.3B$17,246

$10,000 five years ago, dividends reinvested · they hold 33.6% in common

JVALMeasureIWD
+17.6%Year to dateJan 1 → Nov 5+24.1%
+22.4%1 yearTotal return+29.3%
+22.2%3 years · per year$10,000 became $18,268 · $18,611+23.0%
+11.5%5 years · per year$10,000 became $17,252 · $17,246+11.5%
0.12%Expense ratio$12 · $18 a year on $10k · lower is better0.18%
1.63%Trailing 12-mo yield$163 · $137 a year on $10k1.37%
−8.5%Worst dropSmaller is better−6.8%
14.7%VolatilityLower is calmer11.6%
JVALIWD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–5IWD wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

JVAL vs IWD: Top 5 Holdings

Today
JVAL
9.9%in top 5
IWD
in top 522.6%
JVALStockIWD
not top 5AMZN6.1%
2.2%AAPL6.0%
2.2%MSFT5.3%
not top 5BRK-B2.8%
not top 5JPM2.4%
2.1%METAnot top 5
1.7%GOOGLnot top 5
1.7%JNJnot top 5
Held in common33.6%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

JVAL vs IWD Returns, Every Period

5Y
J.P. MorganJVAL
+11.5%
5 years, per year
IWDiShares
+11.5%
5 years, per year
0%+10%+20%+30%+17.6%+24.1%YTD+22.4%+29.3%1 year+22.2%+23.0%3 yrs · yr+11.5%+11.5%5 yrs · yr
JVALIWDFaded: behind in that period
0–3IWD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

JVAL vs IWD

YTD
J.P. MorganJVAL
+17.6%
IWDiShares
+24.1%
Jan 1Nov 5+17.6%+24.1%
+17.6%Year to date+24.1%
−8.5%Worst drop · 1Y−6.8%
14.7%Volatility · 1Y11.6%
1.6%Yield1.4%
$1.1BAssets$85.3B
3–1IWD wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: JVAL, IWD, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
JVAL0.12%$12
IWD0.18%$18
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: JVAL, IWD, VUG

1Y
1.63%highest, JVAL
FundTrailing yieldYield$10k
JVAL1.63%$163
IWD1.37%$137
VUG0.43%$43
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$151most kept, JVAL
JVAL$163 − $12 = $151
IWD$137 − $18 = $119
VUG$43 − $3 = $40
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: JVAL, IWD, VUG

Today
33.6%most shared, JVAL and IWD
JVALIWDVUG
JVAL—33.6%18.1%
IWD33.6%—22.9%
VUG18.1%22.9%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+29.3%IWD, at 11.6% volatility
−10%0%+10%+20%+30%+40%5%10%15%20%25%Volatility · 1 year → bumpierIWD +29.3%JVAL +22.4%VUG −0.6%
IWDWorst drop−6.8%11.6% vol
JVALWorst drop−8.5%14.7% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JVALIWD
Jan 1Nov 5+17.6%+24.1%
+17.6%Year to date+24.1%
1.6%Yield1.4%
+22.4%Past year+29.3%
0.12%Fee0.18%
2–2level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+0.5%
SCHGSchwab
+0.9%
Jan 1Nov 5+0.5%+0.9%
+0.5%Year to date+0.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$62.5B
1–1level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

VTV vs SCHV

YTD
VanguardVTV
+19.0%
SCHVSchwab
+16.6%
Jan 1Nov 5+19.0%+16.6%
+19.0%Year to date+16.6%
1.9%Yield1.8%
$184BAssets$15.9B
2–0VTV wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com
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