SVAL vs JPSV

ASVAL

BJPSV

Measures won4–1SVAL wins · of 6 · 5Y

$10,000 · 5Y$14,959SVAL

Lowest cost0.20%SVAL · $20 on $10k

Most income2.23%SVAL · $223 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common12.3%SVAL and JPSV

SVAL

JPSV

iShares US Small Cap Value Factor ETF · $165MJPMorgan Active Small Cap Value ETF · $29M

+20.6%3 years · per year$17,555 · $15,493+15.7%

+8.4%5 years · per year$14,959 · […][…]

0.20%Expense ratio$20 · $55 on $10k · lower wins0.55%

2.23%12-mo yield$223 · $117 on $10k1.17%

−9.0%Worst dropSmaller wins−9.1%

15.4%VolatilityLower wins14.0%

4–1SVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · JPSV

0.9%NSIT1.9%

0.8%CRSR1.3%

0.7%STGW1.3%

0.6%ICUI1.2%

Held in common12.3%

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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M
2	BJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.17%	−2.3%	+20.7%	+25.4%	+15.7%	new	−9.1%	$29M

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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M
2	BJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.17%	−2.3%	+20.7%	+25.4%	+15.7%	new	−9.1%	$29M

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

SVAL vs JPSV

SVAL

iShares US Small Cap Value Factor

$14,959

JPSV

JPMorgan Active Small Cap Value

[…]

MeasureSVALJPSV

Fee0.20%0.55%

Cost on $10k a year$20$55

Yield2.23%1.17%

5 years, per year+8.4%[…]

3 years, per year+20.6%+15.7%

Worst drop · 1Y−9.0%−9.1%

Volatility · 1Y15.4%14.0%

4–1measures won
SVAL first

12.3%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SVAL, JPSV

Today

12.3%most shared, SVAL and JPSV

SVALJPSV

SVAL—12.3%

JPSV12.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

JPSV$117 − $55 = $62

KeptFee

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