JVAL vs VTI

AJVAL

BVTI

Measures won4–2JVAL wins · of 6 · 5Y

$10,000 · 5Y$17,252JVAL · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.64%JVAL · $164 on $10k

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

Held in common33.0%JVAL and VTI

JVAL

VTI

JPMorgan U.S. Value Factor ETF · $1.0BVanguard Morningstar Total Stock Market ETF · $689B

+21.9%3 years · per year$18,124 · $18,004+21.7%

+11.5%5 years · per year$17,252 · $16,375+10.4%

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

1.64%12-mo yield$164 · $109 on $10k1.09%

−8.5%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.7%

4–2JVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsJVAL · VTI

2.3%AAPL6.6%

2.3%MSFT5.2%

2.1%META2.2%

1.8%GOOGL2.8%

Held in common33.0%

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

Both

5Y2 funds

#			Trend
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%	$1.0B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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%	$1.0B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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 VTI

JVAL

JPMorgan U.S. Value Factor

$17,252

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureJVALVTI

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield1.64%1.09%

5 years, per year+11.5%+10.4%

3 years, per year+21.9%+21.7%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y14.6%13.7%

4–2measures won
JVAL first

33.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: JVAL, VTI

Today

33.0%most shared, JVAL and VTI

JVALVTI

JVAL—33.0%

VTI33.0%—

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

VTI$109 − $3 = $106

KeptFee

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