JVAL vs VLUE5YJVALJVALAvsBVLUEVLUEJPMorgan U.S. Value Factor ETF · $1.1BiShares MSCI USA Value Factor ETF · $9.1BReturns · dividends in+21.4%3 years · per year$17,908 · $21,933+29.9%+11.8%5 years · per year$17,458 · $20,325+15.2%Cost and income0.12%Expense ratio$12 · $15 on $10k · lower wins0.15%1.60%12-mo yield$160 · $165 on $10k
Overlap: JVAL, VLUE, VUGToday28.5%most shared, JVAL and VLUEJVALVLUEVUGJVAL—28.5%18.1%VLUE28.5%—0.6%VUG18.1%0.6%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
JVAL vs VLUE5YAJVALJPMorgan U.S. Value Factor$17,458vsVLUEBiShares MSCI USA Value Factor$20,325$10k$15k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.65%−0.1%+38.4%+46.1%+29.9%+15.2%−11.0%$9.1B2AJVALJPMorgan U.S. Value Factor ETFReadDesk0.12%1.60%−0.1%+20.3%+24.7%+21.4%+11.8%−8.5%$1.1B3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9BEnd-of-day Nov 10, 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▲▼1BVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.65%−0.1%+38.4%+46.1%+29.9%+15.2%−11.0%$9.1B2AJVALJPMorgan U.S. Value Factor ETFReadDesk0.12%1.60%−0.1%+20.3%+24.7%+21.4%+11.8%−8.5%$1.1B3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: JVAL, VLUE, VUGToday28.5%most shared, JVAL and VLUEJVALVLUEVUGJVAL—28.5%18.1%VLUE28.5%—0.6%VUG18.1%0.6%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$150most kept, VLUEVLUE$165 − $15 = $150JVAL$160 − $12 = $148VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee