JAVA vs IUSV

AJAVA

BIUSV

Measures won2–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,280JAVA · IUSV $16,974

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common39.9%JAVA and IUSV

JAVA

IUSV

JPMorgan Active Value ETF · $7.4BiShares Core S&P U.S. Value ETF · $28.2B

+20.2%3 years · per year$17,353 · $16,360+17.8%

+11.6%5 years · per year$17,280 · $16,974+11.2%

0.44%Expense ratio$44 · $4 on $10k · lower wins0.04%

1.14%12-mo yield$114 · $166 on $10k1.66%

−8.3%Worst dropSmaller wins−6.4%

11.8%VolatilityLower wins10.3%

2–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJAVA · IUSV

3.9%AAPL7.9%

7.6%AMZN3.8%

1.2%CVX1.3%

1.4%UNH1.1%

Held in common39.9%

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

Both

5Y2 funds

#			Trend
1	AJAVA	JPMorgan Active Value ETFRead Desk		0.44%	1.14%	−0.4%	+16.3%	+20.9%	+20.2%	+11.6%	−8.3%	$7.4B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B

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

Both

5Y2 funds

#			Trend
1	AJAVA	JPMorgan Active Value ETFRead Desk		0.44%	1.14%	−0.4%	+16.3%	+20.9%	+20.2%	+11.6%	−8.3%	$7.4B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B

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

JAVA vs IUSV

JAVA

JPMorgan Active Value

$17,280

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureJAVAIUSV

Fee0.44%0.04%

Cost on $10k a year$44$4

Yield1.14%1.66%

5 years, per year+11.6%+11.2%

3 years, per year+20.2%+17.8%

Worst drop · 1Y−8.3%−6.4%

Volatility · 1Y11.8%10.3%

4–2measures won
IUSV first

39.9%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JAVA, IUSV

Today

39.9%most shared, JAVA and IUSV

JAVAIUSV

JAVA—39.9%

IUSV39.9%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

JAVA$114 − $44 = $70

KeptFee

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