JVAL vs IUSV

AJVAL

BIUSV

Measures won2–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,252JVAL · IUSV $16,974

Lowest cost0.03%VUG · $3 on $10k

Most income1.66%IUSV · $166 on $10k

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

Held in common33.1%JVAL and IUSV

JVAL

IUSV

JPMorgan U.S. Value Factor ETF · $1.0BiShares Core S&P U.S. Value ETF · $28.2B

+21.9%3 years · per year$18,124 · $16,360+17.8%

+11.5%5 years · per year$17,252 · $16,974+11.2%

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

1.64%12-mo yield$164 · $166 on $10k1.66%

−8.5%Worst dropSmaller wins−6.4%

14.6%VolatilityLower wins10.3%

2–4IUSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJVAL · IUSV

2.3%AAPL7.9%

1.0%MRK1.1%

1.7%JNJ0.8%

0.8%CVX1.3%

Held in common33.1%

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

All Three

5Y3 funds

#
1	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.64%	−0.1%	+17.4%	+21.0%	+21.9%	+11.5%	−8.5%	$1.0B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.64%	−0.1%	+17.4%	+21.0%	+21.9%	+11.5%	−8.5%	$1.0B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

JVAL vs IUSV

JVAL

JPMorgan U.S. Value Factor

$17,252

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureJVALIUSV

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield1.64%1.66%

5 years, per year+11.5%+11.2%

3 years, per year+21.9%+17.8%

Worst drop · 1Y−8.5%−6.4%

Volatility · 1Y14.6%10.3%

4–2measures won
IUSV first

33.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: JVAL, IUSV, VUG

Today

33.1%most shared, JVAL and IUSV

JVALIUSVVUG

JVAL—33.1%17.6%

IUSV33.1%—24.5%

VUG17.6%24.5%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

JVAL$164 − $12 = $152

VUG$42 − $3 = $39

KeptFee

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