JVAL vs IUSV5YJVALJVALAvsBIUSVIUSVJPMorgan U.S. Value Factor ETF · $1.1BiShares Core S&P U.S. Value ETF · $28.7BReturns · dividends in+21.4%3 years · per year$17,908 · $16,190+17.4%+11.8%5 years · per year$17,458 · $17,183+11.4%Cost and income0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%1.60%12-mo yield$160 · $162 on $10k
Overlap: JVAL, IUSV, IWFToday33.0%most shared, JVAL and IUSVJVALIUSVIWFJVAL—33.0%22.5%IUSV33.0%—24.3%IWF22.5%24.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
JVAL vs IUSV5YAJVALJPMorgan U.S. Value Factor$17,458vsIUSVBiShares Core S&P U.S. Value$17,183$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AJVALJPMorgan U.S. Value Factor ETFReadDesk0.12%1.60%−0.1%+20.3%+24.7%+21.4%+11.8%−8.5%$1.1B2BIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.62%+0.1%+14.9%+17.7%+17.4%+11.4%−6.4%$28.7B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$117.1BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AJVALJPMorgan U.S. Value Factor ETFReadDesk0.12%1.60%−0.1%+20.3%+24.7%+21.4%+11.8%−8.5%$1.1B2BIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.62%+0.1%+14.9%+17.7%+17.4%+11.4%−6.4%$28.7B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$117.1BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: JVAL, IUSV, IWFToday33.0%most shared, JVAL and IUSVJVALIUSVIWFJVAL—33.0%22.5%IUSV33.0%—24.3%IWF22.5%24.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$158most kept, IUSVIUSV$162 − $4 = $158JVAL$160 − $12 = $148IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee