JVAL vs SCHD

AJVAL

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,252JVAL · SCHD $16,375

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common12.6%JVAL and SCHD

JVAL

SCHD

JPMorgan U.S. Value Factor ETF · $1.1BSchwab U.S. Dividend Equity ETF · $123B

+22.2%3 years · per year$18,268 · $17,414+20.3%

+11.5%5 years · per year$17,252 · $16,375+10.4%

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

1.63%12-mo yield$163 · $298 on $10k2.98%

−8.5%Worst dropSmaller wins−6.9%

14.7%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJVAL · SCHD

1.0%TXN4.7%

0.9%MRK3.8%

0.8%CVX3.9%

0.7%QCOM3.9%

Held in common12.6%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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 SCHD

JVAL

JPMorgan U.S. Value Factor

$17,252

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureJVALSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield1.63%2.98%

5 years, per year+11.5%+10.4%

3 years, per year+22.2%+20.3%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y14.7%11.7%

4–2measures won
SCHD first

12.6%

holdings shared

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

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

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

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, SCHD, VUG

Today

18.1%most shared, JVAL and VUG

JVALSCHDVUG

JVAL—12.6%18.1%

SCHD12.6%—0.8%

VUG18.1%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

JVAL$163 − $12 = $151

VUG$43 − $3 = $40

KeptFee

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