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$14,772SVAL · 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%2.20%+25.3%+32.5%+19.7%+8.1%−9.0%15.5%$158M1.1

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.16%+22.7%+27.6%+15.1%[…]−9.1%14.1%$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 9, 2026 · returns include dividends · since: SVAL 2020 · JPSV 2023

Head to Head

Swap sides Versus in desk

Head to Head

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

JPSV

SVAL

iShares US Small Cap Value Factor ETF · $158M$14,772

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

JPSVMeasureSVAL

+22.7%Year to dateJan 1 → Nov 9+25.3%

+27.6%1 yearTotal return+32.5%

+15.1%3 years · per year$10,000 became $15,268 · $17,153+19.7%

[…]5 years · per year$10,000 became […] · $14,772+8.1%

0.55%Expense ratio$55 · $20 a year on $10k · lower is better0.20%

1.16%Trailing 12-mo yield$116 · $220 a year on $10k2.20%

−9.1%Worst dropSmaller is better−9.0%

14.1%VolatilityLower is calmer15.5%

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

1–6SVAL wins

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

More Ways to See the Pairs

JPSV vs SVAL: Top 5 Holdings

Today

JPSV

8.4%in top 5

SVAL

in top 54.1%

JPSVStockSVAL

1.9%CONnot top 5

1.7%NSIT0.9%

1.7%ONBnot top 5

1.6%SIGInot top 5

1.5%LIVNnot top 5

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5OCFC0.8%

not top 5PGNY0.8%

Held in common12.4%

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

JPSV vs SVAL Returns, Every Period

J.P. MorganJPSV

+27.6%

past year

SVALiShares

+32.5%

past year

JPSVSVALFaded: behind in that period

0–3SVAL wins

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

JPSV vs SVAL

YTD

J.P. MorganJPSV

+22.7%

SVALiShares

+25.3%

+22.7%Year to date+25.3%

−9.1%Worst drop · 1Y−9.0%

14.1%Volatility · 1Y15.5%

1.2%Yield2.2%

$28.6MAssets$158M

3–1SVAL wins

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

Yields: SVAL, JPSV

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

JPSV1.16%$116

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

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

JPSV$116 − $55 = $61

KeptFee

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

Overlap: SVAL, JPSV

Today

12.4%most shared, SVAL and JPSV

SVALJPSV

SVAL—12.4%

JPSV12.4%—

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

Return vs Bumpiness: 2 ETFs

+32.5%SVAL, at 15.5% volatility

JPSVWorst drop−9.1%14.1% vol

SVALWorst drop−9.0%15.5% vol

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

Paid More vs Made More

YTD

SVALJPSV

+25.3%Year to date+22.7%

2.2%Yield1.2%

+32.5%Past year+27.6%

0.20%Fee0.55%

4–0SVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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