JVAL vs SCHD

AJVAL

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,113JVAL · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common12.5%JVAL and SCHD

JVAL

SCHD

JPMorgan U.S. Value Factor ETF · $1.1BSchwab U.S. Dividend Equity ETF · $121B

+24.1%3 years · per year$19,129 · $17,908+21.4%

+12.6%5 years · per year$18,113 · $16,881+11.0%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

1.57%12-mo yield$157 · $291 on $10k2.91%

−8.5%Worst dropSmaller wins−6.9%

14.2%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJVAL · SCHD

1.0%TXN4.8%

0.9%MRK3.7%

0.8%CVX4.2%

0.7%QCOM3.8%

Held in common12.5%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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 SCHD

JVAL

JPMorgan U.S. Value Factor

$18,113

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureJVALSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield1.57%2.91%

5 years, per year+12.6%+11.0%

3 years, per year+24.1%+21.4%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y14.2%11.5%

4–2measures won
SCHD first

12.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JVAL, SCHD

Today

12.5%most shared, JVAL and SCHD

JVALSCHD

JVAL—12.5%

SCHD12.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

JVAL$157 − $12 = $145

KeptFee

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