IWMvsJPSEETF Comparison
VS
ETF 2
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
This fund is part of
US Multi-Factor
-0.23%
iShares Russell 2000 ETF (IWM) belongs to the US Small Cap segment. JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) is part of the US Multi-Factor segment. IWM's top 3 sector exposures are Finance, Healthcare and Technology. In contrast, JPSE's top sector exposures are Finance, Technology and Non-Energy Materials. IWM is less expensive with a Total Expense Ratio (TER) of 0.19%, versus 0.29% for JPSE. IWM is up 19.9% year-to-date (YTD) with -$6.23B in YTD flows. JPSE performs worse with 19.88% YTD performance, and -$10M in YTD flows. Run a side-by-side ETF comparison of IWM and JPSE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
IWM vs JPSE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/22/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWM JPSE | -1.44%+0.96% | +6.53%+5.62% | +19.90%+19.88% | +33.08%+30.27% | +56.28%+48.13% | +43.24%+52.86% |
| Flows | IWM JPSE | +$125M+$3M | -$376M-$10M | -$6.23B-$10M | -$3.24B-$20M | -$2.19B-$6M | -$4.18B+$245M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWM JPSE | +18.42%+14.04% | +19.49%+15.73% | +21.25%+18.48% | +22.54%+20.04% |
| Max drawdown | IWM JPSE | -4.78%-4.11% | -11.03%-7.92% | -27.52%-25.36% | -31.96%-25.51% |
| Max drawdown duration | IWM JPSE | 16d16d | 82d43d | 289d379d | 1093d977d |
Trading data
IWM | JPSE | |
Last sale 7/23/2026 at 1:30 PM | $292.09 | $59.18 |
| Previous close 07/22/2026 | $293.79 | $59.76 |
| Consolidated volume 07/22/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
IWM | JPSE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 7/23/2026 at 1:30 PM
Live
Closed
IWM | JPSE | |
|---|---|---|
| Last price | $292.09 | $59.18 |
| 1D performance | -0.58% | -0.97% |
| AuM | $80.92 B | $596.99 M |
| E/R | 0.19% | 0.29% |
Characteristics
IWM | JPSE | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | Russell 2000 Index | JP Morgan Diversified Factor US Small Cap Equity Index |
| N° of holdings | 1961 | 540 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 22, 2000 | November 15, 2016 |
| ESG | No | No |
Advertisement
Exposure
Countries
IWM
USA
95.01%
Other
4.99%
JPSE
USA
94.94%
Other
5.06%
Sectors
IWM
Finance
25.48%
Healthcare
20.01%
Technology
12.88%
Industrials
11.47%
Other
30.16%
JPSE
Finance
24.15%
Technology
14.38%
Non-Energy Materi.
11.13%
Healthcare
9.55%
Consumer Non-Cycl.
8.96%
Industrials
8.27%
Other
23.56%
Advertisement
Diversification
IWM
Total weight of top 15 holdings out of 15
4.84%
JPSE
Total weight of top 15 holdings out of 15
7.71%
Top 15 holdings
Data as of June 30, 2026
IWM
Moog, Inc.
0.38%
Hut 8 Corp.
0.37%
ViaSat, Inc.
0.35%
BrightSpring Health Services, Inc.
0.35%
Cytokinetics, Inc.
0.35%
MaxLinear, Inc.
0.34%
Argan, Inc.
0.34%
UMB Financial Corp.
0.33%
JFrog Ltd.
0.31%
Riot Platforms, Inc.
0.30%
Krystal Biotech, Inc.
0.30%
ESCO Technologies, Inc.
0.29%
CareTrust REIT, Inc.
0.28%
Old National Bancorp
0.28%
FirstCash Holdings, Inc.
0.28%
JPSE
TTM Technologies, Inc.
0.66%
Ultra Clean Holdings, Inc.
0.64%
Sterling Infrastructure, Inc.
0.62%
Kulicke & Soffa Industries, Inc.
0.58%
Sanmina Corp.
0.53%
Materion Corp.
0.53%
Benchmark Electronics, Inc.
0.50%
Argan, Inc.
0.50%
Viavi Solutions, Inc.
0.49%
FormFactor, Inc.
0.48%
Vishay Intertechnology, Inc.
0.47%
Plexus Corp.
0.43%
The Vita Coco Co., Inc.
0.43%
Enova International, Inc.
0.43%
Enpro, Inc.
0.42%
Frequently asked questions about IWM and JPSE
How have the IWM and JPSE ETFs performed in 2026?
As of July 22, 2026, IWM is up 19.9% year-to-date (YTD), while JPSE has returned 19.88%. That puts IWM better performer ahead so far this year.
Which ETF is attracting more investor money: IWM or JPSE?
Year-to-date, the IWM ETF saw -$6.23B in flows, compared to -$10M for JPSE.
Which ETF is more volatile: IWM or JPSE?
Over the past year, IWM had a volatility of 19.49%, while JPSE experienced 15.73%.
Which ETF is bigger: IWM or JPSE?
As of July 22, 2026, IWM holds $80.92 B in assets under management (AUM), while JPSE manages $596.99 M.
What sectors do the IWM and JPSE ETFs invest in?
IWM leans toward sectors like Finance, Healthcare and Technology. Meanwhile, JPSE focuses on Finance, Technology and Non-Energy Materials.
What are the top holdings of the IWM ETF and JPSE ETF?
IWM top holdings include Moog, Inc., Hut 8 Corp. and ViaSat, Inc.. JPSE holds in its top three: TTM Technologies, Inc., Ultra Clean Holdings, Inc. and Sterling Infrastructure, Inc..
Which ETF is more diversified: IWM or JPSE?
IWM holds 1992 securities with 4.84% of its assets in the top 15. JPSE has 540 securities and a top 15 weight of 7.71%.
Advertisement
Latest news about IWM & JPSE
Advertisement
MoneyShow Chart of the Day 6/27/25: Big Tech is SO Back. Again.
June 27, 2025
IWM
Advertisement
