JVAL vs VONV

AJVAL

BVONV

Measures won1–5VONV wins · of 6 · 5Y

$10,000 · 5Y$17,364VONV · JVAL $17,252

Lowest cost0.06%VONV · $6 on $10k

Most income1.63%JVAL · $163 on $10k

Smallest drop−6.8%VONV · worst fall in 1Y

Held in common33.6%JVAL and VONV

JVAL

VONV

JPMorgan U.S. Value Factor ETF · $1.1BVanguard Russell 1000 Value ETF · $21.7B

+22.2%3 years · per year$18,268 · $18,678+23.2%

+11.5%5 years · per year$17,252 · $17,364+11.7%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

1.63%12-mo yield$163 · $153 on $10k1.53%

−8.5%Worst dropSmaller wins−6.8%

14.7%VolatilityLower wins11.6%

1–5VONV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJVAL · VONV

2.2%MSFT5.2%

2.2%AAPL6.1%

1.7%JNJ1.8%

0.9%MRK1.0%

Held in common33.6%

End-of-day Nov 5, 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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−2.6%	+24.3%	+29.5%	+23.2%	+11.7%	−6.8%	$21.7B
2	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk		0.12%	1.63%	−3.8%	+17.6%	+22.4%	+22.2%	+11.5%	−8.5%	$1.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−2.6%	+24.3%	+29.5%	+23.2%	+11.7%	−6.8%	$21.7B
2	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk		0.12%	1.63%	−3.8%	+17.6%	+22.4%	+22.2%	+11.5%	−8.5%	$1.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JVAL vs VONV

JVAL

JPMorgan U.S. Value Factor

$17,252

VONV

Vanguard Russell 1000 Value

$17,364

MeasureJVALVONV

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield1.63%1.53%

5 years, per year+11.5%+11.7%

3 years, per year+22.2%+23.2%

Worst drop · 1Y−8.5%−6.8%

Volatility · 1Y14.7%11.6%

5–1measures won
VONV first

33.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JVAL, VONV

Today

33.6%most shared, JVAL and VONV

JVALVONV

JVAL—33.6%

VONV33.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$151most kept, JVAL

JVAL$163 − $12 = $151

VONV$153 − $6 = $147

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee