JPSV vs SVAL

AJPSV

BSVAL

Measures won1–4SVAL wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · SVAL $15,301

Lowest cost0.03%VUG · $3 on $10k

Most income2.17%SVAL · $217 on $10k

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

Held in common11.9%JPSV and SVAL

JPSV

SVAL

JPMorgan Active Small Cap Value ETF · $29MiShares US Small Cap Value Factor ETF · $163M

+16.1%3 years · per year$15,634 · $18,272+22.3%

[…]5 years · per year[…] · $15,301+8.9%

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

1.18%12-mo yield$118 · $217 on $10k2.17%

−9.1%Worst dropSmaller wins−9.0%

13.6%VolatilityLower wins14.8%

1–4SVAL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJPSV · SVAL

1.7%NSIT0.9%

1.2%CRSR0.7%

1.2%STGW0.6%

1.1%MYE0.5%

Held in common11.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
4	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.18%	−0.8%	+20.3%	+24.7%	+16.1%	new	−9.1%	$29M

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
4	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.18%	−0.8%	+20.3%	+24.7%	+16.1%	new	−9.1%	$29M

End-of-day Nov 3, 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

$15,301

MeasureJPSVSVAL

Fee0.55%0.20%

Cost on $10k a year$55$20

Yield1.18%2.17%

5 years, per year[…]+8.9%

3 years, per year+16.1%+22.3%

Worst drop · 1Y−9.1%−9.0%

Volatility · 1Y13.6%14.8%

4–1measures won
SVAL first

11.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: JPSV, SVAL, VUG, IJR

Today

15.2%most shared, SVAL and IJR

JPSVSVALVUGIJR

JPSV—11.9%0.0%10.3%

SVAL11.9%—0.0%15.2%

VUG0.0%0.0%—0.0%

IJR10.3%15.2%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$197most kept, SVAL

SVAL$217 − $20 = $197

IJR$121 − $6 = $115

JPSV$118 − $55 = $63

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee