EQALvsJPMEETF Comparison
VS
ETF 2
JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
This fund is part of
US Multi-Factor
+0.18%
Invesco Russell 1000 Equal Weight ETF (EQAL) belongs to the US Large Cap segment. JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) is part of the US Multi-Factor segment. Both ETFs have the same top 3 sector exposures: Finance, Technology and Healthcare. EQAL is less expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.24% for JPME. EQAL is up 13.67% year-to-date (YTD) with +$37M in YTD flows. JPME performs better with 16.6% YTD performance, and +$22M in YTD flows. Run a side-by-side ETF comparison of EQAL and JPME below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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EQAL vs JPME performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/31/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQAL JPME | +0.12%+1.37% | +2.40%+4.33% | +13.67%+16.60% | +20.96%+22.64% | +43.32%+46.44% | +42.90%+55.02% |
| Flows | EQAL JPME | +$6M+$6M | +$3M+$9M | +$37M+$22M | +$32M+$32M | -$59M-$10M | +$48M+$100M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQAL JPME | +10.15%+10.71% | +12.13%+11.91% | +14.95%+14.23% | +17.15%+16.17% |
| Max drawdown | EQAL JPME | -2.61%-3.26% | -6.60%-6.86% | -19.52%-18.83% | -21.70%-19.23% |
| Max drawdown duration | EQAL JPME | 15d26d | 44d45d | 233d283d | 869d717d |
Trading data
EQAL | JPME | |
Last sale 7/31/2026 at 7:59 PM | $59.30 | $125.79 |
| Previous close 07/31/2026 | $59.39 | $126.14 |
| Consolidated volume 07/31/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
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EQAL | JPME | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/31/2026 at 7:59 PM
Live
Closed
EQAL | JPME | |
|---|---|---|
| Last price | $59.30 | $125.79 |
| 1D performance | -0.15% | -0.28% |
| AuM | $814.78 M | $464.72 M |
| E/R | 0.2% | 0.24% |
Characteristics
EQAL | JPME | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | J.P. Morgan Asset Management |
| Benchmark | Russell 1000 Equal Weight Index | JP Morgan Diversified Factor US Mid Cap Equity Index |
| N° of holdings | 1006 | 351 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 23, 2014 | May 11, 2016 |
| ESG | No | No |
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Exposure
Countries
EQAL
USA
95.49%
Other
4.51%
JPME
USA
96.08%
Other
3.92%
Sectors
EQAL
Finance
19.45%
Technology
12.22%
Healthcare
10.18%
Non-Energy Materi.
10.11%
Consumer Non-Cycl.
9.57%
Utilities
8.26%
Other
30.21%
JPME
Finance
20.24%
Technology
11.66%
Healthcare
11.4%
Non-Energy Materi.
11.21%
Consumer Non-Cycl.
10.17%
Utilities
8.86%
Other
26.47%
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Diversification
EQAL
Total weight of top 15 holdings out of 15
6.15%
JPME
Total weight of top 15 holdings out of 15
9.3%
Top 15 holdings
Data as of June 30, 2026
EQAL
Ciena Corp.
0.45%
Comcast Corp.
0.42%
Verizon Communications, Inc.
0.41%
Liberty Broadband Corp.
0.41%
AT&T, Inc.
0.41%
Charter Communications, Inc.
0.41%
T-Mobile US, Inc.
0.41%
Motorola Solutions, Inc.
0.41%
Millicom International Cellular SA
0.41%
Globalstar, Inc.
0.41%
Liberty Global Ltd.
0.41%
Roku, Inc.
0.40%
Viavi Solutions, Inc.
0.40%
Cisco Systems, Inc.
0.40%
Iridium Communications, Inc.
0.39%
JPME
Western Digital Corp.
1.03%
Corning, Inc.
0.69%
Hewlett Packard Enterprise Co.
0.65%
Teradyne, Inc.
0.64%
TD SYNNEX Corp.
0.62%
Ciena Corp.
0.61%
Flex Ltd.
0.61%
Jabil, Inc.
0.58%
Element Solutions, Inc.
0.58%
Carpenter Technology Corp.
0.58%
Lumentum Holdings, Inc.
0.57%
Devon Energy Corp.
0.57%
The Timken Co.
0.54%
Monolithic Power Systems, Inc.
0.52%
Iridium Communications, Inc.
0.51%
Frequently asked questions about EQAL and JPME
How have the EQAL and JPME ETFs performed in 2026?
As of July 31, 2026, EQAL is up 13.67% year-to-date (YTD), while JPME has returned 16.6%. That puts JPME better performer ahead so far this year.
Which ETF is attracting more investor money: EQAL or JPME?
Year-to-date, the EQAL ETF saw +$37M in flows, compared to +$22M for JPME.
Which ETF is more volatile: EQAL or JPME?
Over the past year, EQAL had a volatility of 12.13%, while JPME experienced 11.91%.
Which ETF is bigger: EQAL or JPME?
As of July 31, 2026, EQAL holds $814.78 M in assets under management (AUM), while JPME manages $464.72 M.
What sectors do the EQAL and JPME ETFs invest in?
EQAL leans toward sectors like Finance, Technology and Healthcare. Meanwhile, JPME focuses on Finance, Technology and Healthcare.
What are the top holdings of the EQAL ETF and JPME ETF?
EQAL top holdings include Ciena Corp., Comcast Corp. and Verizon Communications, Inc.. JPME holds in its top three: Western Digital Corp., Corning, Inc. and Hewlett Packard Enterprise Co..
Which ETF is more diversified: EQAL or JPME?
EQAL holds 1011 securities with 6.15% of its assets in the top 15. JPME has 351 securities and a top 15 weight of 9.3%.
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Latest news about EQAL & JPME
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