Compare · 2 funds side by side · dividends reinvested

JVAL and SPYM

JVALJ.P. Morgan×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

JVAL and SPYM, 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%$1.1B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JVAL 2017 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan U.S. Value Factor ETF · $1.1B$18,113

JVAL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

JVALMeasureSPYM

+22.2%Year to dateJan 1 → Nov 4+13.4%

+25.5%1 yearTotal return+13.5%

+24.1%3 years · per year$10,000 became $19,129 · $19,186+24.3%

+12.6%5 years · per year$10,000 became $18,113 · $18,126+12.6%

0.12%Expense ratio$12 · $2 a year on $10k · lower is better0.02%

1.57%Trailing 12-mo yield$157 · $101 a year on $10k1.01%

−8.5%Worst dropSmaller is better−8.9%

14.2%VolatilityLower is calmer12.8%

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

4–3JVAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JVAL vs SPYM: Top 5 Holdings

Today

JVAL

9.7%in top 5

SPYM

in top 527.3%

JVALStockSPYM

1.7%NVDA7.7%

2.1%AAPL7.4%

2.1%MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.1%METAnot top 5

1.7%MUnot top 5

Held in common33.6%

End-of-day Nov 4, 2026 · share of each fund

JVAL vs SPYM Returns, Every Period

J.P. MorganJVAL

+12.6%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

JVALSPYMFaded: behind in that period

2–1JVAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: JVAL vs SPYM

YTD

J.P. MorganJVAL

+22.2%

SPYMSPDR

+13.4%

+22.2%Year to date+13.4%

−8.5%Worst drop · 1Y−8.9%

14.2%Volatility · 1Y12.8%

1.6%Yield1.0%

$1.1BAssets$182B

3–1JVAL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JVAL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

JVAL0.12%$12

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JVAL, SPYM

1.57%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.57%$157

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, JVAL

JVAL$157 − $12 = $145

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JVAL, SPYM

Today

33.6%most shared, JVAL and SPYM

JVALSPYM

JVAL—33.6%

SPYM33.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.5%JVAL, at 14.2% volatility

SPYMWorst drop−8.9%12.8% vol

JVALWorst drop−8.5%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JVALSPYM

+22.2%Year to date+13.4%

1.6%Yield1.0%

+25.5%Past year+13.5%

0.12%Fee0.02%

3–1JVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 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 4, 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 4, 2026