JPSV vs VB

AJPSV

BVB

Measures won1–4VB wins · of 6 · 5Y

$10,000 · 5Y$13,413VB

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

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

Held in common4.9%JPSV and VB

JPSV

JPMorgan Active Small Cap Value ETF · $30MVanguard Morningstar Small-Cap ETF · $76.9B

+15.4%3 years · per year$15,361 · $16,654+18.5%

[…]5 years · per year[…] · $13,413+6.0%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

1.18%12-mo yield$118 · $128 on $10k1.28%

−9.1%Worst dropSmaller wins−9.0%

14.0%VolatilityLower wins16.2%

1–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPSV · VB

1.0%MLI0.2%

0.7%AIT0.2%

1.5%EHC0.2%

0.5%MOG-A0.1%

Held in common4.9%

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.18%	−0.2%	+20.4%	+24.3%	+15.4%	new	−9.1%	$30M

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.18%	−0.2%	+20.4%	+24.3%	+15.4%	new	−9.1%	$30M

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

JPSV vs VB

JPSV

JPMorgan Active Small Cap Value

[…]

Vanguard Morningstar Small-Cap

$13,413

MeasureJPSVVB

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield1.18%1.28%

5 years, per year[…]+6.0%

3 years, per year+15.4%+18.5%

Worst drop · 1Y−9.1%−9.0%

Volatility · 1Y14.0%16.2%

4–1measures won
VB first

4.9%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: JPSV, VB

Today

4.9%most shared, JPSV and VB

JPSVVB

JPSV—4.9%

VB4.9%—

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

JPSV$118 − $55 = $63

KeptFee

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