Compare · 2 funds side by side · dividends reinvested

LVDS and IUSV

LVDSJ.P. Morgan×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,016IUSV · best of the two

02 / 04

LVDS and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.4

JPMorgan Fundamental Data Science Large Value ETFUS Stock Styles · Value0.63%6.86%+23.7%+27.9%[…][…]−6.6%10.2%$117M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: LVDS 2003 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Value ETF · $117M[…]

LVDS

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 42.7% in common

LVDSMeasureIUSV

+23.7%Year to dateJan 1 → Nov 3+13.8%

+27.9%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $17,084+19.5%

[…]5 years · per year$10,000 became […] · $17,016+11.2%

0.63%Expense ratio$63 · $4 a year on $10k · lower is better0.04%

6.86%Trailing 12-mo yield$686 · $164 a year on $10k1.64%

−6.6%Worst dropSmaller is better−6.4%

10.2%VolatilityLower is calmer9.6%

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

3–3Level

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

More Ways to See the Pairs

LVDS vs IUSV: Top 5 Holdings

Today

LVDS

21.9%in top 5

IUSV

in top 516.8%

LVDSStockIUSV

5.4%AAPL7.8%

5.9%AMZN3.4%

5.8%MSFTnot top 5

2.7%XOM2.4%

2.1%ABBVnot top 5

not top 5WMT1.7%

not top 5CVX1.4%

Held in common42.7%

End-of-day Nov 3, 2026 · share of each fund

LVDS vs IUSV Returns, Every Period

J.P. MorganLVDS

+27.9%

past year

IUSViShares

+16.1%

past year

LVDSIUSVFaded: behind in that period

2–0LVDS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

LVDS vs IUSV

YTD

J.P. MorganLVDS

+23.7%

IUSViShares

+13.8%

+23.7%Year to date+13.8%

−6.6%Worst drop · 1Y−6.4%

10.2%Volatility · 1Y9.6%

6.9%Yield1.6%

$117MAssets$28.4B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LVDS, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

LVDS0.63%$63

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LVDS, IUSV

6.86%highest, LVDS

FundTrailing yieldYield$10k

LVDS6.86%$686

IUSV1.64%$164

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$623most kept, LVDS

LVDS$686 − $63 = $623

IUSV$164 − $4 = $160

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LVDS, IUSV

Today

42.7%most shared, LVDS and IUSV

LVDSIUSV

LVDS—42.7%

IUSV42.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.9%LVDS, at 10.2% volatility

IUSVWorst drop−6.4%9.6% vol

LVDSWorst drop−6.6%10.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

LVDSIUSV

+23.7%Year to date+13.8%

6.9%Yield1.6%

+27.9%Past year+16.1%

0.63%Fee0.04%

3–1LVDS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026