JVAL vs VLUE

AJVAL

BVLUE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,521VLUE · JVAL $18,113

Lowest cost0.12%JVAL · $12 on $10k

Most income1.60%VLUE · $160 on $10k

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

Held in common28.6%JVAL and VLUE

JVAL

VLUE

JPMorgan U.S. Value Factor ETF · $1.1BiShares MSCI USA Value Factor ETF · $9.4B

+24.1%3 years · per year$19,129 · $23,930+33.8%

+12.6%5 years · per year$18,113 · $21,521+16.6%

0.12%Expense ratio$12 · $15 on $10k · lower wins0.15%

1.57%12-mo yield$157 · $160 on $10k1.60%

−8.5%Worst dropSmaller wins−9.0%

14.2%VolatilityLower wins20.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJVAL · VLUE

1.7%MU19.7%

0.7%CSCO4.1%

0.7%QCOM1.6%

0.6%C1.5%

Held in common28.6%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
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 VLUE

JVAL

JPMorgan U.S. Value Factor

$18,113

VLUE

iShares MSCI USA Value Factor

$21,521

MeasureJVALVLUE

Fee0.12%0.15%

Cost on $10k a year$12$15

Yield1.57%1.60%

5 years, per year+12.6%+16.6%

3 years, per year+24.1%+33.8%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y14.2%20.6%

3–2measures won
JVAL first

28.6%

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%

$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

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

Overlap: JVAL, VLUE

Today

28.6%most shared, JVAL and VLUE

JVALVLUE

JVAL—28.6%

VLUE28.6%—

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

VLUE$160 − $15 = $145

KeptFee

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