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 | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | JVAL vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | JVAL vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | JVAL vs VTV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | JVAL vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | JVAL vs ILCV |
Best Risk-Adjusted Alternatives to JVAL
JVAL has a PortfoliosLab risk / return rank of 80. There are 36 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | JVAL vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | JVAL vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | JVAL vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | JVAL vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | JVAL vs LSVD |
Top Performing JVAL Alternatives (YTD)
JVAL is at 17.19% YTD. There are 7 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | JVAL vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | JVAL vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | JVAL vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | JVAL vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | JVAL vs ROE |
Lowest Volatility Alternatives to JVAL
JVAL has 14.62% 1-year volatility. There are 124 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | JVAL vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | JVAL vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | JVAL vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | JVAL vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | JVAL vs DTD |
Lowest Drawdown Alternatives to JVAL
JVAL has a 1-year max drawdown of -8.48%. There are 93 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 Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | JVAL vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | JVAL vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | JVAL vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | JVAL vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | JVAL vs ELCV |
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 $44B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Nasdaq Equity Premium Income ETF | Nasdaq-100, Derivative Income | 63 | 7.85% | 40.03B | May 2022 | JVAL vs JEPQ | |
| JPMorgan Equity Premium Income ETF | Dividend, Derivative Income | 27 | 0.91% | 44.26B | May 2020 | JVAL vs JEPI | |
| JPMorgan Ultra-Short Income ETF | Ultrashort Bond | 99 | 1.56% | 39.01B | May 2017 | JVAL vs JPST | |
| JPMorgan Income ETF | Multisector Bonds | 93 | 1.49% | 9.52B | Oct 2021 | JVAL vs JPIE | |
| JPMorgan Hedged Equity Laddered Overlay ETF | Options Trading | 40 | 1.30% | 3.92B | Sep 2023 | JVAL vs HELO | |
| JPMorgan U.S. Quality Factor ETF | Large Cap Blend Equities | 55 | 11.30% | 8.06B | Nov 2017 | JVAL vs JQUA | |
| JPMorgan U.S. Tech Leaders ETF | Technology Equities, Actively Managed | 31 | 16.86% | 4.46B | Oct 2023 | JVAL vs JTEK | |
| JPMorgan U.S. Momentum Factor ETF | Momentum, Large Cap Blend Equities | 76 | 21.70% | 2.51B | Nov 2017 | JVAL vs JMOM | |
| JPMorgan Limited Duration Bond ETF | Short-Term Bond | 89 | 1.08% | 3.82B | Feb 1993 | JVAL vs JPLD | |
| JPMorgan Core Plus Bond ETF | Intermediate Core-Plus Bond | 41 | 0.88% | 13.11B | Jan 2019 | JVAL vs JCPB |
Often Compared With JVAL
Investors most often compare JVAL with VOO, HDGYX, SCHD. These 20 comparison targets span 7 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