JVAL vs IWD

AJVAL

BIWD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,113JVAL · IWD $17,870

Lowest cost0.12%JVAL · $12 on $10k

Most income1.57%JVAL · $157 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common33.5%JVAL and IWD

JVAL

IWD

JPMorgan U.S. Value Factor ETF · $1.1BiShares Russell 1000 Value ETF · $83.2B

+24.1%3 years · per year$19,129 · $19,285+24.5%

+12.6%5 years · per year$18,113 · $17,870+12.3%

0.12%Expense ratio$12 · $18 on $10k · lower wins0.18%

1.57%12-mo yield$157 · $133 on $10k1.33%

−8.5%Worst dropSmaller wins−6.8%

14.2%VolatilityLower wins11.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJVAL · IWD

2.1%MSFT5.1%

2.1%AAPL5.8%

1.6%JNJ1.7%

0.9%MRK0.9%

Held in common33.5%

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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B

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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B

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 IWD

JVAL

JPMorgan U.S. Value Factor

$18,113

IWD

iShares Russell 1000 Value

$17,870

MeasureJVALIWD

Fee0.12%0.18%

Cost on $10k a year$12$18

Yield1.57%1.33%

5 years, per year+12.6%+12.3%

3 years, per year+24.1%+24.5%

Worst drop · 1Y−8.5%−6.8%

Volatility · 1Y14.2%11.2%

3–3measures won
level

33.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: JVAL, IWD

Today

33.5%most shared, JVAL and IWD

JVALIWD

JVAL—33.5%

IWD33.5%—

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

Income After Fees on $10,000

$145most kept, JVAL

JVAL$157 − $12 = $145

IWD$133 − $18 = $115

KeptFee

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