Compare · 3 funds side by side · dividends reinvested

JVAL, VOO and IVV

JVALJ.P. Morgan×VOOVanguard×IVViShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,269VOO · best of the three

Story of the three · IncomeMost incomeJVAL · 1.59% · $159 a year on $10k

Story of the three · RiskSmallest drop

JVAL, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.59%+20.7%+23.3%+22.0%+11.5%−8.5%14.8%$1.1B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.6%+21.5%+11.5%−8.9%13.7%$1.00T2.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: JVAL 2017 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan U.S. Value Factor ETF · $1.1B$17,238

JVAL

IVV

iShares Core S&P 500 ETF · $875B$17,265

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

JVALMeasure

More Ways to See the Pairs

JVAL vs IVV: Top 5 Holdings

Today

JVAL

9.9%in top 5

IVV

in top 526.8%

JVALStockIVV

2.3%AAPL7.9%

not top 5NVDA6.4%

2.1%MSFT5.9%

not top 5AMZN4.0%

1.8%GOOGL

Cost, Income and Risk

Fees: JVAL, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

JVAL0.12%$12

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: JVAL, VOO, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

IVV

+20.7%Year to dateJan 1 → Nov 13+11.5%

+23.3%1 yearTotal return+11.6%

+22.0%3 years · per year$10,000 became $18,140 · $17,931+21.5%

+11.5%5 years · per year$10,000 became $17,238 · $17,265+11.5%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

1.59%Trailing 12-mo yield$159 · $111 a year on $10k1.11%

−8.5%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.8%

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

5–2JVAL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

2.1%METAnot top 5

1.7%AVGOnot top 5

Held in common33.6%

End-of-day Nov 13, 2026 · share of each fund

JVAL vs IVV Returns, Every Period

5Y

J.P. MorganJVAL

+11.5%

5 years, per year

IVViShares

+11.5%

5 years, per year

JVALIVVFaded: behind in that period

3–0JVAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: JVAL vs IVV

YTD

J.P. MorganJVAL

+20.7%

IVViShares

+11.5%

+20.7%Year to date+11.5%

−8.5%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.8%

1.6%Yield1.1%

$1.1BAssets$875B

3–1JVAL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.59%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.59%$159

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$147most kept, JVAL

JVAL$159 − $12 = $147

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JVAL, VOO, IVV

Today

93.3%most shared, VOO and IVV

JVALVOOIVV

JVAL—33.4%33.6%

VOO33.4%—93.3%

IVV33.6%93.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.3%JVAL, at 14.8% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

JVALWorst drop−8.5%14.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JVALIVV

+20.7%Year to date+11.5%

1.6%Yield1.1%

+23.3%Past year+11.6%

0.12%Fee0.03%

3–1JVAL wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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JVAL, VOO and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three