Compare · 2 funds side by side · dividends reinvested

JVAL and VONV

JVALJ.P. Morgan×VONVVanguard×

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 VONV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Russell 1000 Value ETFUS Stock Styles · Value0.06%1.49%+27.6%+32.2%+24.6%+12.4%−6.8%11.3%$21.7B1.3

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.57%+22.2%+25.5%+24.1%+12.6%−8.5%14.2%$1.1B1.8

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 · VONV 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

JVAL

VONV

Vanguard Russell 1000 Value ETF · $21.7B$17,976

$10,000 five years ago, dividends reinvested · they hold 33.3% in common

JVALMeasureVONV

+22.2%Year to dateJan 1 → Nov 4+27.6%

+25.5%1 yearTotal return+32.2%

+24.1%3 years · per year$10,000 became $19,129 · $19,351+24.6%

+12.6%5 years · per year$10,000 became $18,113 · $17,976+12.4%

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

1.57%Trailing 12-mo yield$157 · $149 a year on $10k1.49%

−8.5%Worst dropSmaller is better−6.8%

14.2%VolatilityLower is calmer11.3%

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

2–6VONV 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 VONV: Top 5 Holdings

Today

JVAL

9.7%in top 5

VONV

in top 522.3%

JVALStockVONV

not top 5AMZN6.1%

2.1%AAPL6.1%

2.1%MSFT5.2%

not top 5BRK-B2.5%

not top 5JPM2.4%

2.1%METAnot top 5

1.7%MUnot top 5

1.7%NVDAnot top 5

Held in common33.3%

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

JVAL vs VONV Returns, Every Period

J.P. MorganJVAL

+12.6%

5 years, per year

VONVVanguard

+12.4%

5 years, per year

JVALVONVFaded: behind in that period

1–3VONV wins

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

JVAL vs VONV

YTD

J.P. MorganJVAL

+22.2%

VONVVanguard

+27.6%

+22.2%Year to date+27.6%

−8.5%Worst drop · 1Y−6.8%

14.2%Volatility · 1Y11.3%

1.6%Yield1.5%

$1.1BAssets$21.7B

3–1VONV wins

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

Cost, Income and Risk

Fees: JVAL, VONV

Today

0.06%lowest, VONV

FundExpense ratioFee$10k

VONV0.06%$6

JVAL0.12%$12

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

Yields: JVAL, VONV

1.57%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.57%$157

VONV1.49%$149

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

Income After Fees on $10,000

$145most kept, JVAL

JVAL$157 − $12 = $145

VONV$149 − $6 = $143

KeptFee

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

Overlap: JVAL, VONV

Today

33.3%most shared, JVAL and VONV

JVALVONV

JVAL—33.3%

VONV33.3%—

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

Return vs Bumpiness: 2 ETFs

+32.2%VONV, at 11.3% volatility

VONVWorst drop−6.8%11.3% 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

JVALVONV

+22.2%Year to date+27.6%

1.6%Yield1.5%

+25.5%Past year+32.2%

0.12%Fee0.06%

3–1VONV 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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026