JPSV vs VBR

AJPSV

BVBR

Measures won1–4VBR wins · of 6 · 5Y

$10,000 · 5Y$14,747VBR

Lowest cost0.05%VBR · $5 on $10k

Most income1.80%VBR · $180 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common7.3%JPSV and VBR

JPSV

VBR

JPMorgan Active Small Cap Value ETF · $29MVanguard Morningstar Small-Cap Value ETF · $35.1B

+14.9%3 years · per year$15,164 · $16,749+18.8%

[…]5 years · per year[…] · $14,748+8.1%

0.55%Expense ratio$55 · $5 on $10k · lower wins0.05%

1.16%12-mo yield$116 · $180 on $10k1.80%

−9.1%

End-of-day Nov 13, 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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	+0.1%	+17.9%	+20.1%	+18.8%	+8.1%	−8.9%	$35.1B
2	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.16%	+0.2%	+21.9%	+24.0%	+14.9%	new	−9.1%	$29M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	+0.1%	+17.9%	+20.1%	+18.8%	+8.1%	−8.9%	$35.1B
2	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.16%	+0.2%	+21.9%	+24.0%	+14.9%	new	−9.1%	$29M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JPSV vs VBR

JPSV

JPMorgan Active Small Cap Value

[…]

VBR

Vanguard Morningstar Small-Cap Value

$14,748

MeasureJPSVVBR

Fee0.55%0.05%

Cost on $10k a year$55$5

Yield1.16%1.80%

5 years, per year[…]+8.1%

3 years, per year+14.9%+18.8%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y14.1%

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JPSV vs VBR

Both

Both

$10,000 in JPSV, VBR

Overlap: JPSV, VBR

JPSV vs VBR

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Overlap: JPSV, VBR

Income After Fees on $10,000