Compare · 2 funds side by side · dividends reinvested

SVAL and JPSV

SVALiShares×JPSVJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,959SVAL · best of the two

02 / 04

SVAL and JPSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.23%+23.2%+29.8%+20.6%+8.4%−9.0%15.4%$165M1.1

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.17%+20.7%+25.4%+15.7%[…]−9.1%14.0%$29M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: SVAL 2020 · JPSV 2023

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $165M$14,959

SVAL

JPSV

JPMorgan Active Small Cap Value ETF · $29M[…]

$10,000 five years ago, dividends reinvested · they hold 12.3% in common

SVALMeasureJPSV

+23.2%Year to dateJan 1 → Nov 5+20.7%

+29.8%1 yearTotal return+25.4%

+20.6%3 years · per year$10,000 became $17,555 · $15,493+15.7%

+8.4%5 years · per year$10,000 became $14,959 · […][…]

0.20%Expense ratio$20 · $55 a year on $10k · lower is better0.55%

2.23%Trailing 12-mo yield$223 · $117 a year on $10k1.17%

−9.0%Worst dropSmaller is better−9.1%

15.4%VolatilityLower is calmer14.0%

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

6–1SVAL wins

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

More Ways to See the Pairs

SVAL vs JPSV: Top 5 Holdings

Today

SVAL

4.3%in top 5

JPSV

in top 58.6%

SVALStockJPSV

not top 5CON1.9%

0.9%NSIT1.9%

not top 5ONB1.7%

not top 5SIGI1.6%

not top 5LIVN1.6%

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.8%FIVNnot top 5

0.8%OSPNnot top 5

Held in common12.3%

End-of-day Nov 5, 2026 · share of each fund

SVAL vs JPSV Returns, Every Period

iSharesSVAL

+29.8%

past year

JPSVJ.P. Morgan

+25.4%

past year

SVALJPSVFaded: behind in that period

3–0SVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SVAL vs JPSV

YTD

iSharesSVAL

+23.2%

JPSVJ.P. Morgan

+20.7%

+23.2%Year to date+20.7%

−9.0%Worst drop · 1Y−9.1%

15.4%Volatility · 1Y14.0%

2.2%Yield1.2%

$165MAssets$29.0M

3–1SVAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SVAL, JPSV

Today

0.20%lowest, SVAL

FundExpense ratioFee$10k

SVAL0.20%$20

JPSV0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SVAL, JPSV

2.23%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.23%$223

JPSV1.17%$117

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

JPSV$117 − $55 = $62

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SVAL, JPSV

Today

12.3%most shared, SVAL and JPSV

SVALJPSV

SVAL—12.3%

JPSV12.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.8%SVAL, at 15.4% volatility

JPSVWorst drop−9.1%14.0% vol

SVALWorst drop−9.0%15.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SVALJPSV

+23.2%Year to date+20.7%

2.2%Yield1.2%

+29.8%Past year+25.4%

0.20%Fee0.55%

4–0SVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026