Compare · 2 funds side by side · dividends reinvested

LVDS and VLUE

LVDSJ.P. Morgan×VLUEiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,521VLUE · best of the two

02 / 04

LVDS and VLUE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Value Factor ETFUS Stock Styles · Value0.15%1.60%+43.0%+50.6%+33.8%+16.6%−9.0%20.6%$9.4B1.4

JPMorgan Fundamental Data Science Large Value ETFUS Stock Styles · Value0.63%6.71%+26.5%+31.0%[…][…]−6.6%10.4%$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 4, 2026 · returns include dividends · since: LVDS 2003 · VLUE 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

LVDS

VLUE

iShares MSCI USA Value Factor ETF · $9.4B$21,521

$10,000 five years ago, dividends reinvested · they hold 16.3% in common

LVDSMeasureVLUE

+26.5%Year to dateJan 1 → Nov 4+43.0%

+31.0%1 yearTotal return+50.6%

[…]3 years · per year$10,000 became […] · $23,930+33.8%

[…]5 years · per year$10,000 became […] · $21,521+16.6%

0.63%Expense ratio$63 · $15 a year on $10k · lower is better0.15%

6.71%Trailing 12-mo yield$671 · $160 a year on $10k1.60%

−6.6%Worst dropSmaller is better−9.0%

10.4%VolatilityLower is calmer20.6%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LVDS vs VLUE: Top 5 Holdings

Today

LVDS

21.8%in top 5

VLUE

in top 533.0%

LVDSStockVLUE

not top 5MU19.7%

6.2%AMZNnot top 5

5.8%MSFTnot top 5

5.2%AAPLnot top 5

not top 5CSCO4.1%

not top 5GM4.0%

not top 5VZ2.9%

2.6%XOMnot top 5

not top 5T2.3%

2.0%ABBVnot top 5

Held in common16.3%

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

LVDS vs VLUE Returns, Every Period

J.P. MorganLVDS

+31.0%

past year

VLUEiShares

+50.6%

past year

LVDSVLUEFaded: behind in that period

0–2VLUE wins

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

LVDS vs VLUE

YTD

J.P. MorganLVDS

+26.5%

VLUEiShares

+43.0%

+26.5%Year to date+43.0%

−6.6%Worst drop · 1Y−9.0%

10.4%Volatility · 1Y20.6%

6.7%Yield1.6%

$117MAssets$9.4B

3–1LVDS wins

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

Cost, Income and Risk

Fees: LVDS, VLUE

Today

0.15%lowest, VLUE

FundExpense ratioFee$10k

VLUE0.15%$15

LVDS0.63%$63

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

Yields: LVDS, VLUE

6.71%highest, LVDS

FundTrailing yieldYield$10k

LVDS6.71%$671

VLUE1.60%$160

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

Income After Fees on $10,000

$608most kept, LVDS

LVDS$671 − $63 = $608

VLUE$160 − $15 = $145

KeptFee

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

Overlap: LVDS, VLUE

Today

16.3%most shared, LVDS and VLUE

LVDSVLUE

LVDS—16.3%

VLUE16.3%—

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

Return vs Bumpiness: 2 ETFs

+50.6%VLUE, at 20.6% volatility

LVDSWorst drop−6.6%10.4% vol

VLUEWorst drop−9.0%20.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LVDSVLUE

+26.5%Year to date+43.0%

6.7%Yield1.6%

+31.0%Past year+50.6%

0.63%Fee0.15%

3–1VLUE 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