JVAL vs VIG

AJVAL

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,113JVAL · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.57%JVAL · $157 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common24.2%JVAL and VIG

JVAL

VIG

JPMorgan U.S. Value Factor ETF · $1.1BVanguard Dividend Appreciation ETF · $109B

+24.1%3 years · per year$19,129 · $17,533+20.6%

+12.6%5 years · per year$18,113 · $17,005+11.2%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

1.57%12-mo yield$157 · $144 on $10k1.44%

−8.5%Worst dropSmaller wins−7.9%

14.2%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJVAL · VIG

2.1%MSFT4.9%

2.1%AAPL4.9%

1.7%AVGO4.3%

1.6%JNJ2.8%

Held in common24.2%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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 VIG

JVAL

JPMorgan U.S. Value Factor

$18,113

VIG

Vanguard Dividend Appreciation

$17,005

MeasureJVALVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield1.57%1.44%

5 years, per year+12.6%+11.2%

3 years, per year+24.1%+20.6%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y14.2%10.2%

3–3measures won
level

24.2%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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

Overlap: JVAL, VIG

Today

24.2%most shared, JVAL and VIG

JVALVIG

JVAL—24.2%

VIG24.2%—

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

VIG$144 − $4 = $140

KeptFee

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