JVAL vs IWF

AJVAL

BIWF

Measures won6–0JVAL wins · of 6 · 5Y

$10,000 · 5Y$17,252JVAL · IWF $15,330

Lowest cost0.12%JVAL · $12 on $10k

Most income1.63%JVAL · $163 on $10k

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

Held in common22.5%JVAL and IWF

JVAL

IWF

JPMorgan U.S. Value Factor ETF · $1.1BiShares Russell 1000 Growth ETF · $121B

+22.2%3 years · per year$18,268 · $17,073+19.5%

+11.5%5 years · per year$17,252 · $15,330+8.9%

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

1.63%12-mo yield$163 · $39 on $10k0.39%

−8.5%Worst dropSmaller wins−14.6%

14.7%VolatilityLower wins19.3%

6–0JVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsJVAL · IWF

2.2%MSFT6.4%

2.2%AAPL8.5%

2.1%META3.5%

1.7%GOOGL5.3%

Held in common22.5%

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

Both

5Y2 funds

#			Trend
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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 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%	1.63%	−3.8%	+17.6%	+22.4%	+22.2%	+11.5%	−8.5%	$1.1B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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 IWF

JVAL

JPMorgan U.S. Value Factor

$17,252

IWF

iShares Russell 1000 Growth

$15,330

MeasureJVALIWF

Fee0.12%0.18%

Cost on $10k a year$12$18

Yield1.63%0.39%

5 years, per year+11.5%+8.9%

3 years, per year+22.2%+19.5%

Worst drop · 1Y−8.5%−14.6%

Volatility · 1Y14.7%19.3%

6–0measures won
JVAL first

22.5%

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

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, IWF

Today

22.5%most shared, JVAL and IWF

JVALIWF

JVAL—22.5%

IWF22.5%—

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

IWF$39 − $18 = $21

KeptFee

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