JVAL vs IWF

AJVAL

BIWF

Measures won6–0JVAL wins · of 6 · 5Y

$10,000 · 5Y$17,252JVAL · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.64%JVAL · $164 on $10k

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

Held in common22.4%JVAL and IWF

JVAL

IWF

JPMorgan U.S. Value Factor ETF · $1.1BiShares Russell 1000 Growth ETF · $113B

+21.9%3 years · per year$18,124 · $17,022+19.4%

+11.5%5 years · per year$17,252 · $15,442+9.1%

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

1.64%12-mo yield$164 · $39 on $10k0.39%

−8.5%Worst dropSmaller wins−14.6%

14.6%VolatilityLower wins19.4%

6–0JVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJVAL · IWF

2.2%MSFT6.6%

2.2%AAPL9.0%

2.1%META3.6%

1.7%GOOGL5.5%

Held in common22.4%

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%	$1.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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%	$1.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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 IWF

JVAL

JPMorgan U.S. Value Factor

$17,252

IWF

iShares Russell 1000 Growth

$15,442

MeasureJVALIWF

Fee0.12%0.18%

Cost on $10k a year$12$18

Yield1.64%0.39%

5 years, per year+11.5%+9.1%

3 years, per year+21.9%+19.4%

Worst drop · 1Y−8.5%−14.6%

Volatility · 1Y14.6%19.4%

6–0measures won
JVAL first

22.4%

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: JVAL, IWF, VUG

Today

78.0%most shared, IWF and VUG

JVALIWFVUG

JVAL—22.4%18.1%

IWF22.4%—78.0%

VUG18.1%78.0%—

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

Income After Fees on $10,000

$152most kept, JVAL

JVAL$164 − $12 = $152

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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