Compare · 3 funds side by side · dividends reinvested

JVAL, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,702JVAL · best of the three

02 / 04

JVAL, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.6

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.59%+20.8%+23.8%+23.9%+12.1%−8.5%14.1%$1.1B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: JVAL 2017 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan U.S. Value Factor ETF · $1.1B$17,702

JVAL

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 12.6% in common

JVALMeasureSCHD

+20.8%Year to dateJan 1 → Nov 3+32.8%

+23.8%1 yearTotal return+37.6%

+23.9%3 years · per year$10,000 became $19,042 · $17,784+21.2%

+12.1%5 years · per year$10,000 became $17,702 · $16,352+10.3%

0.12%Expense ratio$12 · $6 a year on $10k · lower is better0.06%

1.59%Trailing 12-mo yield$159 · $297 a year on $10k2.97%

−8.5%Worst dropSmaller is better−6.9%

14.1%VolatilityLower is calmer11.4%

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

2–6SCHD wins

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

More Ways to See the Pairs

JVAL vs SCHD: Top 5 Holdings

Today

JVAL

9.6%in top 5

SCHD

in top 521.4%

JVALStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

2.2%AAPLnot top 5

2.1%MSFTnot top 5

2.0%METAnot top 5

1.7%GOOGLnot top 5

1.7%MUnot top 5

Held in common12.6%

End-of-day Nov 3, 2026 · share of each fund

JVAL vs SCHD Returns, Every Period

J.P. MorganJVAL

+12.1%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

JVALSCHDFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: JVAL vs SCHD

YTD

J.P. MorganJVAL

+20.8%

SCHDSchwab

+32.8%

+20.8%Year to date+32.8%

−8.5%Worst drop · 1Y−6.9%

14.1%Volatility · 1Y11.4%

1.6%Yield3.0%

$1.1BAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JVAL, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JVAL0.12%$12

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JVAL, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

JVAL1.59%$159

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

JVAL$159 − $12 = $147

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JVAL, SCHD, VIG

Today

24.0%most shared, JVAL and VIG

JVALSCHDVIG

JVAL—12.6%24.0%

SCHD12.6%—14.5%

VIG24.0%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

JVALWorst drop−8.5%14.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDJVAL

+32.8%Year to date+20.8%

3.0%Yield1.6%

+37.6%Past year+23.8%

0.06%Fee0.12%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026