JPMorgan U.S. Value Factor ETF (JVAL) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with JVAL. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JVAL
JVAL charges 0.12% annually. There are 13 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 27.22B | Jul 2000 | JVAL vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.32B | Jun 2004 | JVAL vs ILCV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.73B | Dec 2009 | JVAL vs SCHV | |
| Vanguard Value ETF | 0.04% | 254.20B | Jan 2004 | JVAL vs VTV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | JVAL vs SPYV |
Best Risk-Adjusted Alternatives to JVAL
JVAL has a PortfoliosLab risk / return rank of 91. There are 53 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 97 | 9.07B | Apr 2013 | JVAL vs VLUE | |
| Invesco Large Cap Value ETF | 97 | 1.72B | Mar 2005 | JVAL vs PWV | |
| SEI QiM U.S. Large Cap Value Active ETF | 96 | 956.28M | May 2022 | JVAL vs SEIV | |
| iShares Russell Top 200 Value ETF | 96 | 3.98B | Sep 2009 | JVAL vs IWX | |
| VictoryShares Free Cash Flow ETF | 96 | 9.18B | Jun 2023 | JVAL vs VFLO |
Top Performing JVAL Alternatives (YTD)
JVAL is at 19.89% YTD. There are 22 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.20% | 9.07B | Apr 2013 | JVAL vs VLUE | |
| VictoryShares Free Cash Flow ETF | 27.47% | 9.18B | Jun 2023 | JVAL vs VFLO | |
| iShares Core Dividend ETF | 25.86% | 1.71B | Nov 2017 | JVAL vs DIVB | |
| Bushido Capital US Equity ETF | 23.66% | 479.57M | Sep 2023 | JVAL vs SMRI | |
| Avantis U.S. Large Cap Value ETF | 23.60% | 17.85B | Sep 2021 | JVAL vs AVLV |
Lowest Volatility Alternatives to JVAL
JVAL has 14.58% 1-year volatility. There are 128 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.03% | 60.32M | Oct 2025 | JVAL vs KWIN | |
| Franklin Income Equity Focus ETF | 8.40% | 135.67M | Sep 2016 | JVAL vs INCE | |
| Bahl & Gaynor Income Growth ETF | 8.91% | 342.03M | Sep 2023 | JVAL vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.99% | 6.25B | Jun 2006 | JVAL vs DLN | |
| Absolute Select Value ETF | 9.12% | 143.00M | Jan 2020 | JVAL vs ABEQ |
Lowest Drawdown Alternatives to JVAL
JVAL has a 1-year max drawdown of -8.48%. There are 97 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | -4.05% | 1.72B | Mar 2005 | JVAL vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | JVAL vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | JVAL vs FDL | |
| Franklin Income Equity Focus ETF | -4.90% | 135.67M | Sep 2016 | JVAL vs INCE | |
| Hartford US Value ETF | -4.93% | 49.18M | Dec 2023 | JVAL vs VMAX |
Other ETFs from JPMorgan
The 10 most viewed JPMorgan ETFs shown here include JEPQ, JEPI, JPST and span 12 categories. AUM among these funds goes as high as $46B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Nasdaq Equity Premium Income ETF | Nasdaq-100, Derivative Income | 66 | 7.51% | 39.88B | May 2022 | JVAL vs JEPQ | |
| JPMorgan Equity Premium Income ETF | Dividend, Derivative Income | 56 | 5.04% | 45.80B | May 2020 | JVAL vs JEPI | |
| JPMorgan Ultra-Short Income ETF | Ultrashort Bond | 99 | 2.01% | 40.48B | May 2017 | JVAL vs JPST | |
| JPMorgan Income ETF | Multisector Bonds | 95 | 1.92% | 10.22B | Oct 2021 | JVAL vs JPIE | |
| JPMorgan U.S. Quality Factor ETF | Quality Factor, Large Cap Blend Equities | 83 | 15.84% | 8.22B | Nov 2017 | JVAL vs JQUA | |
| JPMorgan Hedged Equity Laddered Overlay ETF | Options Trading | 65 | 4.18% | 4.62B | Sep 2023 | JVAL vs HELO | |
| JPMorgan U.S. Tech Leaders ETF | Technology Equities, Actively Managed | 26 | 7.76% | 4.11B | Oct 2023 | JVAL vs JTEK | |
| JPMorgan U.S. Momentum Factor ETF | Momentum, Large Cap Blend Equities | 80 | 20.54% | 2.50B | Nov 2017 | JVAL vs JMOM | |
| JPMorgan Limited Duration Bond ETF | Short-Term Bond | 93 | 1.59% | 3.95B | Feb 1993 | JVAL vs JPLD | |
| JPMorgan BetaBuilders U.S. Equity ETF | Large Cap Blend Equities | 74 | 11.30% | 8.89B | Mar 2019 | JVAL vs BBUS |
Often Compared With JVAL
Investors most often compare JVAL with HDGYX, VOO, SCHD. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare JVAL with Any Fund or Stock
Compare JVAL with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JVAL with funds that move differently
JPMorgan U.S. Value Factor ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JVAL.
Explore JVAL Diversifiers