Compare · 2 funds side by side · dividends reinvested

JVAL and IWD

JVALJ.P. Morgan×IWDiShares×

Versus in desk

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

02 / 04

JVAL and IWD, 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%$85.3B1.4

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.63%+17.6%+22.4%+22.2%+11.5%−8.5%14.7%$1.1B1.6

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

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

JVAL vs IWD Returns, Every Period

J.P. MorganJVAL

+11.5%

5 years, per year

IWDiShares

+11.5%

5 years, per year

JVALIWDFaded: behind in that period

0–3IWD wins

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

JVAL vs IWD

YTD

J.P. MorganJVAL

+17.6%

IWDiShares

+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

Cost, Income and Risk

Fees: JVAL, IWD

Today

0.12%lowest, JVAL

FundExpense ratioFee$10k

JVAL0.12%$12

IWD0.18%$18

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

Yields: JVAL, IWD

1.63%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.63%$163

IWD1.37%$137

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

Income After Fees on $10,000

$151most kept, JVAL

JVAL$163 − $12 = $151

IWD$137 − $18 = $119

KeptFee

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

Overlap: JVAL, IWD

Today

33.6%most shared, JVAL and IWD

JVALIWD

JVAL—33.6%

IWD33.6%—

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

Return vs Bumpiness: 2 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% 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

JVALIWD

+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

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+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

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