JVAL vs IWD

AJVAL

BIWD

Measures won2–3IWD wins · of 6 · 5Y

$10,000 · 5Y$17,252JVAL · IWD $17,246

Lowest cost0.03%VUG · $3 on $10k

Most income1.63%JVAL · $163 on $10k

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

Held in common33.6%JVAL and IWD

JVAL

IWD

JPMorgan U.S. Value Factor ETF · $1.1BiShares Russell 1000 Value ETF · $85.3B

+22.2%3 years · per year$18,268 · $18,611+23.0%

+11.5%5 years · per year$17,252 · $17,246+11.5%

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

1.63%12-mo yield$163 · $137 on $10k1.37%

−8.5%Worst dropSmaller wins−6.8%

14.7%VolatilityLower wins11.6%

2–3IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJVAL · IWD

2.2%MSFT5.3%

2.2%AAPL6.0%

1.7%JNJ1.7%

0.9%MRK1.0%

Held in common33.6%

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	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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 IWD

JVAL

JPMorgan U.S. Value Factor

$17,252

IWD

iShares Russell 1000 Value

$17,246

MeasureJVALIWD

Fee0.12%0.18%

Cost on $10k a year$12$18

Yield1.63%1.37%

5 years, per year+11.5%+11.5%

3 years, per year+22.2%+23.0%

Worst drop · 1Y−8.5%−6.8%

Volatility · 1Y14.7%11.6%

3–2measures won
IWD first

33.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV 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

Overlap: JVAL, IWD, VUG

Today

33.6%most shared, JVAL and IWD

JVALIWDVUG

JVAL—33.6%18.1%

IWD33.6%—22.9%

VUG18.1%22.9%—

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

IWD$137 − $18 = $119

VUG$43 − $3 = $40

KeptFee

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