JVAL vs SPY5YJVALJVALAvsBSPYSPYJPMorgan U.S. Value Factor ETF · $1.1BState Street SPDR S&P 500 ETF · $806BReturns · dividends in+22.0%3 years · per year$18,140 · $17,889+21.4%+11.5%5 years · per year$17,238 · $17,214+11.5%Cost and income0.12%Expense ratio$12 · $9 on $10k · lower wins0.09%1.59%12-mo yield$159 · $101 on $10k
Overlap: JVAL, SPY, VTIToday86.3%most shared, SPY and VTIJVALSPYVTIJVAL—33.6%33.2%SPY33.6%—86.3%VTI33.2%86.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AJVALJPMorgan U.S. Value Factor ETFReadDesk0.12%1.59%−0.2%+20.7%+23.3%+22.0%+11.5%−8.5%$1.1B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+11.6%+11.8%+21.3%+10.4%−8.9%$689.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AJVALJPMorgan U.S. Value Factor ETFReadDesk0.12%1.59%−0.2%+20.7%+23.3%+22.0%+11.5%−8.5%$1.1B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+11.6%+11.8%+21.3%+10.4%−8.9%$689.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
VTI vs ITOTYTDVanguardVTIVA+11.6%vsBiSITOTiShares+11.5%Jan 1Nov 13+11.6%+11.5%+11.6%Year to date+11.5%1.1%Yield1.0%$689BAssets$96.0B2–0VTI winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: JVAL, SPY, VTIToday86.3%most shared, SPY and VTIJVALSPYVTIJVAL—33.6%33.2%SPY33.6%—86.3%VTI33.2%86.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$147most kept, JVALJVAL$159 − $12 = $147VTI$106 − $3 = $103SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee