JPSV vs SVAL

AJPSV

BSVAL

Measures won1–4SVAL wins · of 6 · 5Y

$10,000 · 5Y$15,861SVAL

Lowest cost0.20%SVAL · $20 on $10k

Most income2.15%SVAL · $215 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common12.0%JPSV and SVAL

JPSV

SVAL

JPMorgan Active Small Cap Value ETF · $29MiShares US Small Cap Value Factor ETF · $165M

+16.8%3 years · per year$15,939 · $18,358+22.4%

[…]5 years · per year[…] · $15,861+9.7%

0.55%Expense ratio$55 · $20 on $10k · lower wins0.20%

1.15%12-mo yield$115 · $215 on $10k2.15%

−9.1%Worst dropSmaller wins−9.0%

13.8%VolatilityLower wins14.9%

1–4SVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJPSV · SVAL

1.8%NSIT0.9%

1.3%CRSR0.7%

1.3%STGW0.7%

1.1%ICUI0.5%

Held in common12.0%

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

All Three

5Y3 funds

#
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M
2	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.15%	+2.7%	+23.6%	+28.0%	+16.8%	new	−9.1%	$29M
3	FSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.62%	+1.4%	new	new	new	new	[…]	$8M

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

All Three

5Y3 funds

#
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M
2	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.15%	+2.7%	+23.6%	+28.0%	+16.8%	new	−9.1%	$29M
3	FSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.62%	+1.4%	new	new	new	new	[…]	$8M

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

JPSV vs SVAL

JPSV

JPMorgan Active Small Cap Value

[…]

SVAL

iShares US Small Cap Value Factor

$15,861

MeasureJPSVSVAL

Fee0.55%0.20%

Cost on $10k a year$55$20

Yield1.15%2.15%

5 years, per year[…]+9.7%

3 years, per year+16.8%+22.4%

Worst drop · 1Y−9.1%−9.0%

Volatility · 1Y13.8%14.9%

4–1measures won
SVAL first

12.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JPSV, SVAL, FSEV

Today

20.0%most shared, SVAL and FSEV

JPSVSVALFSEV

JPSV—12.0%11.6%

SVAL12.0%—20.0%

FSEV11.6%20.0%—

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

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

JPSV$115 − $55 = $60

FSEV$62 − $28 = $34

KeptFee

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