JVAL vs VOO

AJVAL

BVOO

Measures won4–2JVAL wins · of 6 · 5Y

$10,000 · 5Y$17,252JVAL · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.64%JVAL · $164 on $10k

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

Held in common33.2%JVAL and VOO

JVAL

VOO

JPMorgan U.S. Value Factor ETF · $1.1BVanguard S&P 500 ETF · $1.00T

+21.9%3 years · per year$18,124 · $18,079+21.8%

+11.5%5 years · per year$17,252 · $17,177+11.4%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

1.64%12-mo yield$164 · $110 on $10k1.10%

−8.5%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.5%

4–2JVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJVAL · VOO

2.3%AAPL7.4%

2.3%MSFT5.8%

2.1%META2.4%

1.8%GOOGL3.1%

Held in common33.2%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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 VOO

JVAL

JPMorgan U.S. Value Factor

$17,252

VOO

Vanguard S&P 500

$17,177

MeasureJVALVOO

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield1.64%1.10%

5 years, per year+11.5%+11.4%

3 years, per year+21.9%+21.8%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y14.6%13.5%

4–2measures won
JVAL first

33.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: JVAL, VOO, SPY

Today

92.2%most shared, VOO and SPY

JVALVOOSPY

JVAL—33.2%33.2%

VOO33.2%—92.2%

SPY33.2%92.2%—

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

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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