JVAL vs IVV

AJVAL

BIVV

Measures won4–2JVAL wins · of 6 · 5Y

$10,000 · 5Y$17,252JVAL · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income1.63%JVAL · $163 on $10k

Smallest drop−8.5%JVAL · worst fall in 1Y

Held in common33.5%JVAL and IVV

JVAL

IVV

JPMorgan U.S. Value Factor ETF · $1.1BiShares Core S&P 500 ETF · $887B

+22.2%3 years · per year$18,268 · $18,221+22.1%

+11.5%5 years · per year$17,252 · $17,151+11.4%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

1.63%12-mo yield$163 · $114 on $10k1.14%

−8.5%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

4–2JVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJVAL · IVV

2.2%MSFT6.2%

2.2%AAPL7.7%

2.1%META2.1%

1.7%GOOGL2.6%

Held in common33.5%

End-of-day Nov 5, 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%	1.63%	−3.8%	+17.6%	+22.4%	+22.2%	+11.5%	−8.5%	$1.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

End-of-day Nov 5, 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%	1.63%	−3.8%	+17.6%	+22.4%	+22.2%	+11.5%	−8.5%	$1.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

Cards for this view

JVAL vs IVV

JVAL

JPMorgan U.S. Value Factor

$17,252

IVV

iShares Core S&P 500

$17,152

MeasureJVALIVV

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield1.63%1.14%

5 years, per year+11.5%+11.4%

3 years, per year+22.2%+22.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y14.7%13.6%

4–2measures won
JVAL first

33.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: JVAL, IVV, VOO

Today

93.5%most shared, IVV and VOO

JVALIVVVOO

JVAL—33.5%33.5%

IVV33.5%—93.5%

VOO33.5%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$151most kept, JVAL

JVAL$163 − $12 = $151

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee