Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%XLK+1.5%SGOV+0.0%IWF+1.3%VIG−0.4%QQQM+1.3%RSP−0.4%IJR+0.1%VO−0.1%ITOT+0.4%DFAC+0.2%BNDX+0.1%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

JVAL, VIG and VUG

JVALJ.P. Morgan×VIGVanguard×VUGVanguard×
Versus in desk
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,326 · 2022JVAL$17,252VIG$16,243VUG$16,124Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,252JVAL · best of the three
02 / 04

JVAL, VIG and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.64%+17.4%+21.0%+21.9%+11.5%−8.5%14.6%$1.1B1.6
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: JVAL 2017 · VIG 2006 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
JPMorgan U.S. Value Factor ETF · $1.1B$17,252
JVAL
VIG
Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 24.1% in common

JVALMeasureVIG
+17.4%Year to dateJan 1 → Nov 6+12.1%
+21.0%1 yearTotal return+14.3%
+21.9%3 years · per year$10,000 became $18,124 · $16,669+18.6%
+11.5%5 years · per year$10,000 became $17,252 · $16,243+10.2%
0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%
1.64%Trailing 12-mo yield$164 · $150 a year on $10k1.50%
−8.5%Worst dropSmaller is better−7.9%
14.6%VolatilityLower is calmer10.8%
JVALVIG Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3JVAL wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

JVAL vs VIG: Top 5 Holdings

Today
JVAL
10.0%in top 5
VIG
in top 522.1%
JVALStockVIG
2.3%MSFT4.9%
2.3%AAPL4.9%
not top 5AVGO4.3%
not top 5LLY4.1%
not top 5JPM3.9%
2.1%METAnot top 5
1.8%GOOGLnot top 5
1.7%JNJnot top 5
Held in common24.1%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

JVAL vs VIG Returns, Every Period

5Y
J.P. MorganJVAL
+11.5%
5 years, per year
VIGVanguard
+10.2%
5 years, per year
0%+10%+20%+30%+17.4%+12.1%YTD+21.0%+14.3%1 year+21.9%+18.6%3 yrs · yr+11.5%+10.2%5 yrs · yr
JVALVIGFaded: behind in that period
4–0JVAL wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: JVAL vs VIG

YTD
J.P. MorganJVAL
+17.4%
VIGVanguard
+12.1%
Jan 1Nov 6+17.4%+12.1%
+17.4%Year to date+12.1%
−8.5%Worst drop · 1Y−7.9%
14.6%Volatility · 1Y10.8%
1.6%Yield1.5%
$1.1BAssets$109B
2–2level
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: JVAL, VIG, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
VIG0.04%$4
JVAL0.12%$12
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: JVAL, VIG, VUG

1Y
1.64%highest, JVAL
FundTrailing yieldYield$10k
JVAL1.64%$164
VIG1.50%$150
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$152most kept, JVAL
JVAL$164 − $12 = $152
VIG$150 − $4 = $146
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: JVAL, VIG, VUG

Today
26.4%most shared, VIG and VUG
JVALVIGVUG
JVAL—24.1%17.6%
VIG24.1%—26.4%
VUG17.6%26.4%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+21.0%JVAL, at 14.6% volatility
0%+10%+20%+30%5%10%15%20%25%Volatility · 1 year → bumpierJVAL +21.0%VIG +14.3%VUG +0.2%
VIGWorst drop−7.9%10.8% vol
JVALWorst drop−8.5%14.6% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JVALVIG
Jan 1Nov 6+17.4%+12.1%
+17.4%Year to date+12.1%
1.6%Yield1.5%
+21.0%Past year+14.3%
0.12%Fee0.04%
3–1JVAL wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+12.1%
+16.6%Year to date+12.1%
1.9%Yield1.5%
$44.7BAssets$109B
2–0DGRO wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com
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