JVAL vs SCHD

AJVAL

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · JVAL $17,507

Lowest cost0.03%VTV · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common12.7%JVAL and SCHD

JVAL

SCHD

JPMorgan U.S. Value Factor ETF · $1.0BSchwab U.S. Dividend Equity ETF · $120B

+22.1%3 years · per year$18,206 · $17,123+19.6%

+11.9%5 years · per year$17,508 · $16,459+10.5%

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

1.60%12-mo yield$160 · $296 on $10k2.96%

−8.5%Worst dropSmaller wins−6.9%

14.8%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJVAL · SCHD

1.0%MRK3.8%

0.9%TXN4.3%

0.8%CVX4.0%

0.7%QCOM3.9%

Held in common12.7%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.60%	+2.5%	+20.4%	+25.3%	+22.1%	+11.9%	−8.5%	$1.0B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.60%	+2.5%	+20.4%	+25.3%	+22.1%	+11.9%	−8.5%	$1.0B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 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

$17,508

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureJVALSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield1.60%2.96%

5 years, per year+11.9%+10.5%

3 years, per year+22.1%+19.6%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y14.8%11.8%

4–2measures won
SCHD first

12.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: JVAL, SCHD, VTV

Today

31.0%most shared, JVAL and VTV

JVALSCHDVTV

JVAL—12.7%31.0%

SCHD12.7%—17.9%

VTV31.0%17.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VTV$183 − $3 = $180

JVAL$160 − $12 = $148

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee