JVAL vs SPYM

AJVAL

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · JVAL $18,113

Lowest cost0.02%SPYM · $2 on $10k

Most income1.57%JVAL · $157 on $10k

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

Held in common33.6%JVAL and SPYM

JVAL

SPYM

JPMorgan U.S. Value Factor ETF · $1.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+24.1%3 years · per year$19,129 · $19,186+24.3%

+12.6%5 years · per year$18,113 · $18,126+12.6%

0.12%Expense ratio$12 · $2 on $10k · lower wins0.02%

1.57%12-mo yield$157 · $101 on $10k1.01%

−8.5%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins12.8%

2–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsJVAL · SPYM

2.1%MSFT5.9%

2.1%AAPL7.4%

2.1%META2.1%

1.7%NVDA7.7%

Held in common33.6%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	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

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	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

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 SPYM

JVAL

JPMorgan U.S. Value Factor

$18,113

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureJVALSPYM

Fee0.12%0.02%

Cost on $10k a year$12$2

Yield1.57%1.01%

5 years, per year+12.6%+12.6%

3 years, per year+24.1%+24.3%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y14.2%12.8%

3–2measures won
SPYM first

33.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: JVAL, SPYM

Today

33.6%most shared, JVAL and SPYM

JVALSPYM

JVAL—33.6%

SPYM33.6%—

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

Income After Fees on $10,000

$145most kept, JVAL

JVAL$157 − $12 = $145

SPYM$101 − $2 = $99

KeptFee

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