JVAL vs DOL
Comparison between JPMORGAN U.S. VALUE FACTOR ETF (JVAL, ETF) and WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND (DOL, ETF).
5-Year PerformanceDOL has outperformed JVAL, delivering a return of +12.6% compared to +12.5%
JVAL vs DOL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JVAL
$821M
DOL
$815M
Expense Ratio
Winner
JVAL
0.12%
DOL
0.48%
Max Drawdown
Winner
JVAL
40.42%
DOL
63.89%
Sharpe Ratio
Winner
JVAL
1.67
DOL
1.46
5Y Beta
JVAL
0.96
Winner
DOL
0.64
P/E Ratio
JVAL
20.73
DOL
N/A
Forward P/E
JVAL
14.31
DOL
N/A
PEG Ratio
JVAL
0.12
DOL
N/A
5Y Dividends CAGR
JVAL
12.19%
Winner
DOL
12.23%
5Y EPS CAGR
JVAL
15.91%
DOL
N/A
Debt to Equity
JVAL
25.30%
DOL
N/A
P/S Ratio
JVAL
1.54
DOL
N/A
P/B Ratio
JVAL
2.76
DOL
N/A
JVAL vs DOL - Holdings Comparison
JVAL and DOL have 1 common holdings. Overlap is 0.00%
JVAL's top 25 holdings weight is 29.50%. DOL's top 25 holdings weight is 34.58%.
| Rank | JVAL | DOL |
|---|---|---|
| #1 | APPLE INC (AAPL) - 2.09% | n/a (n/a) - 4.94% |
| #2 | META PLATFORMS INC CLASS A (META) - 2.05% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.91% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.01% | HSBC HOLDINGS PLC (n/a) - 2.11% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 2.01% | INTESA SANPAOLO (n/a) - 1.49% |
| #5 | BROADCOM INC (AVGO) - 1.90% | NESTLE SA (n/a) - 1.46% |
| #6 | NVIDIA CORP (NVDA) - 1.81% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.45% |
| #7 | MICROSOFT CORP (MSFT) - 1.73% | SHELL PLC (n/a) - 1.35% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.60% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.26% |
| #9 | INTEL CORP (INTC) - 1.42% | TOYOTA MOTOR CORP (n/a) - 1.26% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.25% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.16% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.23% | BHP GROUP LTD (n/a) - 1.13% |
| #12 | TEXAS INSTRUMENTS INC (TXN) - 0.94% | ASML HOLDING NV (n/a) - 1.12% |
| #13 | CISCO SYSTEMS INC (CSCO) - 0.90% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.12% |
| #14 | MERCK & CO INC (MRK) - 0.88% | MEDIATEK INC (n/a) - 1.10% |
| #15 | KLA CORP (KLAC) - 0.82% | AXA SA (n/a) - 1.10% |
| #16 | CITIGROUP INC (C) - 0.72% | BNP PARIBAS ACT. CAT.A (n/a) - 1.03% |
| #17 | ORACLE CORP (ORCL) - 0.71% | EQUINOR ASA (n/a) - 1.02% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.70% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.99% |
| #19 | ANALOG DEVICES INC (ADI) - 0.70% | UNICREDIT SPA (n/a) - 0.98% |
| #20 | WESTERN DIGITAL CORP (WDC) - 0.70% | SK HYNIX INC (n/a) - 0.97% |
| #21 | ADVANCED MICRO DEVICES INC (AMD) - 0.69% | ALLIANZ SE (n/a) - 0.96% |
| #22 | AMPHENOL CORP CLASS A (APH) - 0.68% | ENEL SPA (n/a) - 0.93% |
| #23 | CHEVRON CORP (CVX) - 0.67% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.92% |
| #24 | QUALCOMM INC (QCOM) - 0.67% | n/a (n/a) - 0.92% |
| #25 | UNITEDHEALTH GROUP INC (UNH) - 0.62% | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.90% |
| Total Holdings | 398 | 301 |
JVAL vs DOL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JVAL
-0.92%
DOL
-1.13%
3M
Winner
JVAL
+9.20%
DOL
+5.42%
6M
Winner
JVAL
+14.33%
DOL
+10.74%
1Y
Winner
JVAL
+30.95%
DOL
+28.27%
5Y(CAGR)
JVAL
+12.49%
Winner
DOL
+12.61%
10Y(CAGR)
Winner
JVAL
+12.87%
DOL
+9.70%
Max(CAGR)
Winner
JVAL
+12.87%
DOL
+5.79%
JVAL vs DOL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JVAL | DOL |
|---|---|---|
| 2026 | +17.69% | +13.00% |
| 2025 | +16.48% | +37.90% |
| 2024 | +14.59% | +4.93% |
| 2023 | +19.59% | +16.05% |
| 2022 | -12.14% | -7.26% |
| 2021 | +33.17% | +10.74% |
| 2020 | +5.81% | -4.00% |
| 2019 | +27.98% | +19.44% |
| 2018 | -8.93% | -13.40% |
| 2017 | +5.24% | +21.57% |
| 2016 | N/A | +4.43% |
| 2015 | N/A | -4.18% |
| 2014 | N/A | -3.87% |
| 2013 | N/A | +18.19% |
| 2012 | N/A | +13.34% |
| 2011 | N/A | -9.00% |
| 2010 | N/A | -0.84% |
| 2009 | N/A | +22.52% |
| 2008 | N/A | -39.88% |
| 2007 | N/A | +13.30% |
| 2006 | N/A | +22.10% |
JVAL vs DOL Drawdown Comparison
The maximum drawdown for JVAL was -40.42%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The maximum drawdown for DOL was -60.78%, occurring on Mar 9, 2009. Recovery took 2480 trading sessions.
The current JVAL drawdown is -1.40%. The current DOL drawdown is -1.45%.
| Rank | JVAL | DOL |
|---|---|---|
| #1 | -40.42% Jan 17, 2020 - Nov 24, 2020 | -60.78% Oct 31, 2007 - Sep 7, 2017 |
| #2 | -22.40% Jan 4, 2022 - Dec 13, 2023 | -35.97% Jan 26, 2018 - Apr 15, 2021 |
| #3 | -20.07% Nov 25, 2024 - Jul 2, 2025 | -24.60% Jan 12, 2022 - Jun 15, 2023 |
| #4 | -18.99% Sep 21, 2018 - Apr 30, 2019 | -12.48% Jul 12, 2007 - Sep 27, 2007 |
| #5 | -8.53% Jul 26, 2019 - Oct 25, 2019 | -12.43% Mar 18, 2025 - Apr 24, 2025 |
| #6 | -8.48% Feb 11, 2026 - Apr 16, 2026 | -11.33% Feb 25, 2026 - May 6, 2026 |
| #7 | -8.23% May 3, 2019 - Jul 3, 2019 | -9.62% Sep 26, 2024 - Feb 25, 2025 |
| #8 | -7.88% Jan 24, 2018 - Aug 28, 2018 | -8.80% Jul 28, 2023 - Dec 13, 2023 |
| #9 | -7.68% Jul 16, 2024 - Aug 30, 2024 | -8.04% Feb 26, 2007 - Apr 3, 2007 |
| #10 | -6.11% Oct 27, 2025 - Dec 3, 2025 | -6.86% Aug 13, 2021 - Jan 4, 2022 |
| #11 | -5.86% Mar 28, 2024 - Jul 11, 2024 | -6.73% Jul 12, 2024 - Aug 19, 2024 |
| #12 | -5.74% Nov 16, 2021 - Dec 27, 2021 | -4.93% Jul 10, 2006 - Jul 28, 2006 |
| #13 | -4.70% Jun 8, 2021 - Aug 3, 2021 | -4.91% Nov 12, 2025 - Dec 10, 2025 |
| #14 | -4.41% Sep 2, 2021 - Oct 20, 2021 | -4.88% Aug 22, 2006 - Oct 16, 2006 |
| #15 | -4.38% May 7, 2021 - Jun 4, 2021 | -4.47% Jun 15, 2021 - Aug 13, 2021 |
Correlation
Correlation between JVAL and DOL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
JVAL vs DOL dividend yield comparison.
| Year | JVAL | DOL |
|---|---|---|
| 2026 | 0.69% | 1.62% |
| 2025 | 2.08% | 2.83% |
| 2024 | 2.21% | 3.78% |
| 2023 | 2.43% | 4.02% |
| 2022 | 2.46% | 4.47% |
| 2021 | 1.88% | 3.58% |
| 2020 | 2.55% | 2.82% |
| 2019 | 2.58% | 3.50% |
| 2018 | 2.61% | 4.03% |
| 2017 | 0.45% | 3.17% |
| 2016 | 0.00% | 3.58% |
| 2015 | 0.00% | 3.66% |
| 2014 | 0.00% | 5.02% |
| 2013 | 0.00% | 3.20% |
| 2012 | 0.00% | 3.43% |
| 2011 | 0.00% | 4.72% |
| 2010 | 0.00% | 3.47% |
| 2009 | 0.00% | 3.24% |
| 2008 | 0.00% | 6.11% |
| 2007 | 0.00% | 2.02% |
| 2006 | 0.00% | 0.49% |
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