Compare · 3 funds side by side · dividends reinvested

JVAL, IWD and VUG

JVALJ.P. Morgan×IWDiShares×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,402IWD · best of the three

Story of the three · IncomeMost incomeJVAL · 1.59% · $159 a year on $10k

Story of the three · RiskSmallest drop

JVAL, IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+28.7%+22.6%+11.7%−6.8%11.7%$84.7B1.4

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.59%+20.9%+23.9%+21.9%+11.7%−8.5%14.8%$1.1B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$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 12, 2026 · returns include dividends · since: JVAL 2017 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan U.S. Value Factor ETF · $1.1B$17,398

JVAL

IWD

iShares Russell 1000 Value ETF · $84.7B$17,402

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

JVALMeasure

More Ways to See the Pairs

JVAL vs IWD: Top 5 Holdings

Today

JVAL

9.9%in top 5

IWD

in top 522.4%

JVALStockIWD

not top 5AMZN6.1%

2.3%AAPL6.1%

2.1%MSFT5.0%

not top 5BRK-B2.8%

not top 5JPM

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 12, 2026 · fee on $10,000 a year

Yields: JVAL, IWD, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

IWD

+20.9%Year to dateJan 1 → Nov 12+26.2%

+23.9%1 yearTotal return+28.7%

+21.9%3 years · per year$10,000 became $18,128 · $18,423+22.6%

+11.7%5 years · per year$10,000 became $17,398 · $17,402+11.7%

0.12%Expense ratio$12 · $18 a year on $10k · lower is better0.18%

1.59%Trailing 12-mo yield$159 · $134 a year on $10k1.34%

−8.5%Worst dropSmaller is better−6.8%

14.8%VolatilityLower is calmer11.7%

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

2–5IWD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%

2.1%METAnot top 5

1.8%GOOGLnot top 5

1.7%AVGOnot top 5

Held in common33.5%

End-of-day Nov 12, 2026 · share of each fund

JVAL vs IWD Returns, Every Period

5Y

J.P. MorganJVAL

+11.7%

5 years, per year

IWDiShares

+11.7%

5 years, per year

JVALIWDFaded: behind in that period

0–3IWD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

JVAL vs IWD

YTD

J.P. MorganJVAL

+20.9%

IWDiShares

+26.2%

+20.9%Year to date+26.2%

−8.5%Worst drop · 1Y−6.8%

14.8%Volatility · 1Y11.7%

1.6%Yield1.3%

$1.1BAssets$84.7B

3–1IWD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.59%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.59%$159

IWD1.34%$134

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$147most kept, JVAL

JVAL$159 − $12 = $147

IWD$134 − $18 = $116

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JVAL, IWD, VUG

Today

33.5%most shared, JVAL and IWD

JVALIWDVUG

JVAL—33.5%18.2%

IWD33.5%—22.8%

VUG18.2%22.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.7%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

JVALWorst drop−8.5%14.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JVALIWD

+20.9%Year to date+26.2%

1.6%Yield1.3%

+23.9%Past year+28.7%

0.12%Fee0.18%

2–2level

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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JVAL, IWD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three