JVAL vs IUSV

AJVAL

BIUSV

Measures won2–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$18,113JVAL · IUSV $17,624

Lowest cost0.04%IUSV · $4 on $10k

Most income1.60%IUSV · $160 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common33.2%JVAL and IUSV

JVAL

IUSV

JPMorgan U.S. Value Factor ETF · $1.1BiShares Core S&P U.S. Value ETF · $28.4B

+24.1%3 years · per year$19,129 · $17,194+19.8%

+12.6%5 years · per year$18,113 · $17,624+12.0%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

1.57%12-mo yield$157 · $160 on $10k1.60%

−8.5%Worst dropSmaller wins−6.4%

14.2%VolatilityLower wins9.8%

2–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJVAL · IUSV

2.1%AAPL7.5%

0.9%MRK1.1%

1.0%TXN0.9%

0.8%CVX1.4%

Held in common33.2%

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	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk		0.12%	1.57%	+1.2%	+22.2%	+25.5%	+24.1%	+12.6%	−8.5%	$1.1B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B

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	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk		0.12%	1.57%	+1.2%	+22.2%	+25.5%	+24.1%	+12.6%	−8.5%	$1.1B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B

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

JVAL vs IUSV

JVAL

JPMorgan U.S. Value Factor

$18,113

IUSV

iShares Core S&P U.S. Value

$17,624

MeasureJVALIUSV

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield1.57%1.60%

5 years, per year+12.6%+12.0%

3 years, per year+24.1%+19.8%

Worst drop · 1Y−8.5%−6.4%

Volatility · 1Y14.2%9.8%

3–2measures won
IUSV first

33.2%

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: JVAL, IUSV

Today

33.2%most shared, JVAL and IUSV

JVALIUSV

JVAL—33.2%

IUSV33.2%—

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

JVAL$157 − $12 = $145

KeptFee

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