Compare · 2 funds side by side · dividends reinvested

JVAL and VOO

JVALJ.P. Morgan×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,543VOO · best of the two

02 / 04

JVAL and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.60%+20.4%+25.3%+22.1%+11.9%−8.5%14.8%$1.0B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: JVAL 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan U.S. Value Factor ETF · $1.0B$17,507

JVAL

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

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

JVALMeasureVOO

+20.4%Year to dateJan 1 → Nov 9+11.3%

+25.3%1 yearTotal return+13.6%

+22.1%3 years · per year$10,000 became $18,206 · $18,159+22.0%

+11.9%5 years · per year$10,000 became $17,508 · $17,543+11.9%

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

1.60%Trailing 12-mo yield$160 · $107 a year on $10k1.07%

−8.5%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.7%

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

5–2JVAL wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JVAL vs VOO: Top 5 Holdings

Today

JVAL

10.1%in top 5

VOO

in top 528.3%

JVALStockVOO

not top 5NVDA8.4%

2.3%AAPL7.4%

2.2%MSFT5.8%

not top 5AMZN3.7%

1.8%GOOGL3.1%

2.1%METAnot top 5

1.7%JNJnot top 5

Held in common33.3%

End-of-day Nov 9, 2026 · share of each fund

JVAL vs VOO Returns, Every Period

J.P. MorganJVAL

+11.9%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

JVALVOOFaded: behind in that period

3–0JVAL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: JVAL vs VOO

YTD

J.P. MorganJVAL

+20.4%

VOOVanguard

+11.3%

+20.4%Year to date+11.3%

−8.5%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.7%

1.6%Yield1.1%

$1.0BAssets$1.00T

3–1JVAL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JVAL, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JVAL0.12%$12

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JVAL, VOO

1.60%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.60%$160

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$148most kept, JVAL

JVAL$160 − $12 = $148

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JVAL, VOO

Today

33.3%most shared, JVAL and VOO

JVALVOO

JVAL—33.3%

VOO33.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.3%JVAL, at 14.8% volatility

VOOWorst drop−8.9%13.7% vol

JVALWorst drop−8.5%14.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JVALVOO

+20.4%Year to date+11.3%

1.6%Yield1.1%

+25.3%Past year+13.6%

0.12%Fee0.03%

3–1JVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026