Compare · 2 funds side by side · dividends reinvested

LVDS and VONV

LVDSJ.P. Morgan×VONVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,976VONV · best of the two

02 / 04

LVDS 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%$21.7B1.4

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 · VONV 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

LVDS

VONV

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

$10,000 five years ago, dividends reinvested · they hold 50.9% in common

LVDSMeasureVONV

+26.5%Year to dateJan 1 → Nov 4+27.6%

+31.0%1 yearTotal return+32.2%

[…]3 years · per year$10,000 became […] · $19,351+24.6%

[…]5 years · per year$10,000 became […] · $17,976+12.4%

0.63%Expense ratio$63 · $6 a year on $10k · lower is better0.06%

6.71%Trailing 12-mo yield$671 · $149 a year on $10k1.49%

−6.6%Worst dropSmaller is better−6.8%

10.4%VolatilityLower is calmer11.3%

LVDSVONV 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 VONV: Top 5 Holdings

Today

LVDS

21.8%in top 5

VONV

in top 522.3%

LVDSStockVONV

6.2%AMZN6.1%

5.2%AAPL6.1%

5.8%MSFT5.2%

2.6%XOMnot top 5

not top 5BRK-B2.5%

not top 5JPM2.4%

2.0%ABBVnot top 5

Held in common50.9%

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

LVDS vs VONV Returns, Every Period

J.P. MorganLVDS

+31.0%

past year

VONVVanguard

+32.2%

past year

LVDSVONVFaded: behind in that period

0–2VONV wins

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

LVDS vs VONV

YTD

J.P. MorganLVDS

+26.5%

VONVVanguard

+27.6%

+26.5%Year to date+27.6%

−6.6%Worst drop · 1Y−6.8%

10.4%Volatility · 1Y11.3%

6.7%Yield1.5%

$117MAssets$21.7B

3–1LVDS wins

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

Cost, Income and Risk

Fees: LVDS, VONV

Today

0.06%lowest, VONV

FundExpense ratioFee$10k

VONV0.06%$6

LVDS0.63%$63

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

Yields: LVDS, VONV

6.71%highest, LVDS

FundTrailing yieldYield$10k

LVDS6.71%$671

VONV1.49%$149

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

Income After Fees on $10,000

$608most kept, LVDS

LVDS$671 − $63 = $608

VONV$149 − $6 = $143

KeptFee

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

Overlap: LVDS, VONV

Today

50.9%most shared, LVDS and VONV

LVDSVONV

LVDS—50.9%

VONV50.9%—

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

LVDSWorst drop−6.6%10.4% vol

VONVWorst drop−6.8%11.3% vol

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

Paid More vs Made More

YTD

LVDSVONV

+26.5%Year to date+27.6%

6.7%Yield1.5%

+31.0%Past year+32.2%

0.63%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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026