JAVA vs IWD

AJAVA

BIWD

Measures won1–5IWD wins · of 6 · 5Y

$10,000 · 5Y$17,927JAVA · IWD $17,870

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common48.6%JAVA and IWD

JAVA

IWD

JPMorgan Active Value ETF · $7.5BiShares Russell 1000 Value ETF · $85.3B

+22.0%3 years · per year$18,137 · $19,285+24.5%

+12.4%5 years · per year$17,927 · $17,870+12.3%

0.44%Expense ratio$44 · $18 on $10k · lower wins0.18%

1.11%12-mo yield$111 · $133 on $10k1.33%

−8.3%Worst dropSmaller wins−6.8%

11.5%VolatilityLower wins11.2%

1–5IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJAVA · IWD

7.3%AMZN5.9%

6.1%MSFT5.1%

3.8%AAPL5.8%

2.1%BRK-B2.7%

Held in common48.6%

End-of-day Nov 4, 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%	1.11%	+2.5%	+20.0%	+24.7%	+22.0%	+12.4%	−8.3%	$7.5B
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B

End-of-day Nov 4, 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%	1.11%	+2.5%	+20.0%	+24.7%	+22.0%	+12.4%	−8.3%	$7.5B
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JAVA vs IWD

JAVA

JPMorgan Active Value

$17,927

IWD

iShares Russell 1000 Value

$17,870

MeasureJAVAIWD

Fee0.44%0.18%

Cost on $10k a year$44$18

Yield1.11%1.33%

5 years, per year+12.4%+12.3%

3 years, per year+22.0%+24.5%

Worst drop · 1Y−8.3%−6.8%

Volatility · 1Y11.5%11.2%

5–1measures won
IWD first

48.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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

Overlap: JAVA, IWD

Today

48.6%most shared, JAVA and IWD

JAVAIWD

JAVA—48.6%

IWD48.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

JAVA$111 − $44 = $67

KeptFee

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