JVAL vs VTI

AJVAL

BVTI

Measures won4–2JVAL wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · JVAL $17,507

Lowest cost0.03%VTI · $3 on $10k

Most income1.60%JVAL · $160 on $10k

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

Held in common33.1%JVAL and VTI

JVAL

VTI

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

+22.1%3 years · per year$18,206 · $18,090+21.8%

+11.9%5 years · per year$17,508 · $16,697+10.8%

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

1.60%12-mo yield$160 · $106 on $10k1.06%

−8.5%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.9%

4–2JVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJVAL · VTI

2.3%AAPL6.6%

2.2%MSFT5.2%

2.1%META2.2%

1.8%GOOGL2.8%

Held in common33.1%

End-of-day Nov 9, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.60%	+2.5%	+20.4%	+25.3%	+22.1%	+11.9%	−8.5%	$1.0B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.60%	+2.5%	+20.4%	+25.3%	+22.1%	+11.9%	−8.5%	$1.0B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 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

$17,508

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureJVALVTI

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield1.60%1.06%

5 years, per year+11.9%+10.8%

3 years, per year+22.1%+21.8%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y14.8%13.9%

4–2measures won
JVAL first

33.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: JVAL, VTI, VOO

Today

89.0%most shared, VTI and VOO

JVALVTIVOO

JVAL—33.1%33.3%

VTI33.1%—89.0%

VOO33.3%89.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$148most kept, JVAL

JVAL$160 − $12 = $148

VOO$107 − $3 = $104

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee