JVAL vs VIG

AJVAL

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,252JVAL · VIG $16,243

Lowest cost0.03%VUG · $3 on $10k

Most income1.64%JVAL · $164 on $10k

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

Held in common24.1%JVAL and VIG

JVAL

VIG

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

+21.9%3 years · per year$18,124 · $16,669+18.6%

+11.5%5 years · per year$17,252 · $16,243+10.2%

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

1.64%12-mo yield$164 · $150 on $10k1.50%

−8.5%Worst dropSmaller wins−7.9%

14.6%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJVAL · VIG

2.3%AAPL4.9%

2.3%MSFT4.9%

1.7%JNJ2.8%

1.5%AVGO4.3%

Held in common24.1%

End-of-day Nov 6, 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%	1.64%	−0.1%	+17.4%	+21.0%	+21.9%	+11.5%	−8.5%	$1.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	1.64%	−0.1%	+17.4%	+21.0%	+21.9%	+11.5%	−8.5%	$1.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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

$17,252

VIG

Vanguard Dividend Appreciation

$16,243

MeasureJVALVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield1.64%1.50%

5 years, per year+11.5%+10.2%

3 years, per year+21.9%+18.6%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y14.6%10.8%

3–3measures won
level

24.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: JVAL, VIG, VUG

Today

26.4%most shared, VIG and VUG

JVALVIGVUG

JVAL—24.1%17.6%

VIG24.1%—26.4%

VUG17.6%26.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$152most kept, JVAL

JVAL$164 − $12 = $152

VIG$150 − $4 = $146

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee