JVAL vs VUG

AJVAL

BVUG

Measures won4–2JVAL wins · of 6 · 5Y

$10,000 · 5Y$17,252JVAL · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.63%JVAL · $163 on $10k

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

Held in common18.1%JVAL and VUG

JVAL

VUG

JPMorgan U.S. Value Factor ETF · $1.1BVanguard Morningstar Growth ETF · $233B

+22.2%3 years · per year$18,268 · $18,532+22.8%

+11.5%5 years · per year$17,252 · $16,052+9.9%

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

1.63%12-mo yield$163 · $43 on $10k0.43%

−8.5%Worst dropSmaller wins−15.1%

14.7%VolatilityLower wins19.0%

4–2JVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsJVAL · VUG

2.2%MSFT9.7%

2.2%AAPL12.5%

2.1%META4.2%

1.7%GOOGL5.2%

Held in common18.1%

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	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
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	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
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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 VUG

JVAL

JPMorgan U.S. Value Factor

$17,252

VUG

Vanguard Morningstar Growth

$16,052

MeasureJVALVUG

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield1.63%0.43%

5 years, per year+11.5%+9.9%

3 years, per year+22.2%+22.8%

Worst drop · 1Y−8.5%−15.1%

Volatility · 1Y14.7%19.0%

4–2measures won
JVAL first

18.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: JVAL, VUG

Today

18.1%most shared, JVAL and VUG

JVALVUG

JVAL—18.1%

VUG18.1%—

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

VUG$43 − $3 = $40

KeptFee

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