Compare · 2 funds side by side · dividends reinvested

JVAL and IWF

JVALJ.P. Morgan×IWFiShares×

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 IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.57%+22.2%+25.5%+24.1%+12.6%−8.5%14.2%$1.1B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.0

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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

JVAL

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 22.5% in common

JVALMeasureIWF

+22.2%Year to dateJan 1 → Nov 5−0.1%

+25.5%1 yearTotal return−3.0%

+24.1%3 years · per year$10,000 became $19,129 · $18,310+22.3%

+12.6%5 years · per year$10,000 became $18,113 · $16,559+10.6%

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

1.57%Trailing 12-mo yield$157 · $37 a year on $10k0.37%

−8.5%Worst dropSmaller is better−15.6%

14.2%VolatilityLower is calmer18.3%

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

8–0JVAL 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 IWF: Top 5 Holdings

Today

JVAL

9.9%in top 5

IWF

in top 539.6%

JVALStockIWF

not top 5NVDA14.6%

2.2%AAPL8.5%

2.2%MSFT6.4%

1.7%GOOGL5.3%

not top 5AVGO4.7%

2.1%METAnot top 5

1.7%JNJnot top 5

Held in common22.5%

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

JVAL vs IWF Returns, Every Period

J.P. MorganJVAL

+12.6%

5 years, per year

IWFiShares

+10.6%

5 years, per year

JVALIWFFaded: behind in that period

4–0JVAL wins

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

JVAL vs IWF

YTD

J.P. MorganJVAL

+22.2%

IWFiShares

−0.1%

+22.2%Year to date−0.1%

−8.5%Worst drop · 1Y−15.6%

14.2%Volatility · 1Y18.3%

1.6%Yield0.4%

$1.1BAssets$121B

4–0JVAL wins

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

Cost, Income and Risk

Fees: JVAL, IWF

Today

0.12%lowest, JVAL

FundExpense ratioFee$10k

JVAL0.12%$12

IWF0.18%$18

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

Yields: JVAL, IWF

1.57%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.57%$157

IWF0.37%$37

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

Income After Fees on $10,000

$145most kept, JVAL

JVAL$157 − $12 = $145

IWF$37 − $18 = $19

KeptFee

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

Overlap: JVAL, IWF

Today

22.5%most shared, JVAL and IWF

JVALIWF

JVAL—22.5%

IWF22.5%—

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

Return vs Bumpiness: 2 ETFs

+25.5%JVAL, at 14.2% volatility

JVALWorst drop−8.5%14.2% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

JVALIWF

+22.2%Year to date−0.1%

1.6%Yield0.4%

+25.5%Past year−3.0%

0.12%Fee0.18%

4–0JVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026