Compare · 2 funds side by side · dividends reinvested

JVAL and VIG

JVALJ.P. Morgan×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,113JVAL · best of the two

02 / 04

JVAL and VIG, 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%$1.1B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: JVAL 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

JVAL

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

JVALMeasureVIG

+22.2%Year to dateJan 1 → Nov 4+16.4%

+25.5%1 yearTotal return+18.9%

+24.1%3 years · per year$10,000 became $19,129 · $17,533+20.6%

+12.6%5 years · per year$10,000 became $18,113 · $17,005+11.2%

0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%

1.57%Trailing 12-mo yield$157 · $144 a year on $10k1.44%

−8.5%Worst dropSmaller is better−7.9%

14.2%VolatilityLower is calmer10.2%

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

5–3JVAL 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 VIG: Top 5 Holdings

Today

JVAL

9.7%in top 5

VIG

in top 522.1%

JVALStockVIG

2.1%MSFT4.9%

2.1%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.1%METAnot top 5

1.7%MUnot top 5

1.7%NVDAnot top 5

Held in common24.2%

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

JVAL vs VIG Returns, Every Period

J.P. MorganJVAL

+12.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

JVALVIGFaded: behind in that period

4–0JVAL wins

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

Stocks vs Income: JVAL vs VIG

YTD

J.P. MorganJVAL

+22.2%

VIGVanguard

+16.4%

+22.2%Year to date+16.4%

−8.5%Worst drop · 1Y−7.9%

14.2%Volatility · 1Y10.2%

1.6%Yield1.4%

$1.1BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: JVAL, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JVAL0.12%$12

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

Yields: JVAL, VIG

1.57%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.57%$157

VIG1.44%$144

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

Income After Fees on $10,000

$145most kept, JVAL

JVAL$157 − $12 = $145

VIG$144 − $4 = $140

KeptFee

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

Overlap: JVAL, VIG

Today

24.2%most shared, JVAL and VIG

JVALVIG

JVAL—24.2%

VIG24.2%—

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

VIGWorst drop−7.9%10.2% 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

JVALVIG

+22.2%Year to date+16.4%

1.6%Yield1.4%

+25.5%Past year+18.9%

0.12%Fee0.04%

3–1JVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026