LVDS vs VLUE

ALVDS

BVLUE

Measures won3–1LVDS wins · of 6 · 5Y

$10,000 · 5Y$20,534VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income6.76%LVDS · $676 on $10k

Smallest drop−6.6%LVDS · worst fall in 1Y

Held in common16.2%LVDS and VLUE

LVDS

VLUE

JPMorgan Fundamental Data Science Large Value ETF · $122MiShares MSCI USA Value Factor ETF · $9.2B

[…]3 years · per year[…] · $22,497+31.0%

[…]5 years · per year[…] · $20,534+15.5%

0.63%Expense ratio$63 · $15 on $10k · lower wins0.15%

6.76%12-mo yield$676 · $162 on $10k1.62%

−6.6%

End-of-day Nov 12, 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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.62%	−1.1%	+41.0%	+47.5%	+31.0%	+15.5%	−11.0%	$9.2B
2	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk		0.63%	6.76%	−0.2%	+25.5%	+27.7%	new	new	−6.6%	$122M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.62%	−1.1%	+41.0%	+47.5%	+31.0%	+15.5%	−11.0%	$9.2B
2	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk		0.63%	6.76%	−0.2%	+25.5%	+27.7%	new	new	−6.6%	$122M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LVDS vs VLUE

LVDS

JPMorgan Fundamental Data Science Large Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,534

MeasureLVDSVLUE

Fee0.63%0.15%

Cost on $10k a year$63$15

Yield6.76%1.62%

5 years, per year[…]+15.5%

3 years, per year[…]+31.0%

Worst drop · 1Y−6.6%−11.0%

Volatility · 1Y11.0%

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LVDS vs VLUE

Both

Both

$10,000 in LVDS, VLUE

Overlap: LVDS, VLUE

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Income After Fees on $10,000