IVV vs JVAL

AIVV

BJVAL

Measures won2–4JVAL wins · of 6 · 5Y

$10,000 · 5Y$17,252JVAL · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.64%JVAL · $164 on $10k

Smallest drop−8.5%JVAL · worst fall in 1Y

Held in common33.2%IVV and JVAL

IVV

JVAL

iShares Core S&P 500 ETF · $853BJPMorgan U.S. Value Factor ETF · $1.1B

+21.8%3 years · per year$18,084 · $18,124+21.9%

+11.4%5 years · per year$17,177 · $17,252+11.5%

0.03%Expense ratio$3 · $12 on $10k · lower wins0.12%

1.14%12-mo yield$114 · $164 on $10k1.64%

−8.9%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins14.6%

2–4JVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · JVAL

7.9%AAPL2.3%

6.3%MSFT2.3%

2.1%META2.1%

2.6%GOOGL1.8%

Held in common33.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.64%	−0.1%	+17.4%	+21.0%	+21.9%	+11.5%	−8.5%	$1.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.64%	−0.1%	+17.4%	+21.0%	+21.9%	+11.5%	−8.5%	$1.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs JVAL

IVV

iShares Core S&P 500

$17,177

JVAL

JPMorgan U.S. Value Factor

$17,252

MeasureIVVJVAL

Fee0.03%0.12%

Cost on $10k a year$3$12

Yield1.14%1.64%

5 years, per year+11.4%+11.5%

3 years, per year+21.8%+21.9%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.6%14.6%

4–2measures won
JVAL first

33.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, JVAL, SPY

Today

99.9%most shared, IVV and SPY

IVVJVALSPY

IVV—33.2%99.9%

JVAL33.2%—33.2%

SPY99.9%33.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$152most kept, JVAL

JVAL$164 − $12 = $152

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee