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IWSvsJPMEETF Comparison
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
iShares Russell Mid-Cap Value ETF (IWS) belongs to the US Mid Cap Value segment. JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) is part of the US Multi-Factor segment. IWS's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, JPME's top sector exposures are Industrials, Consumer Staples and Health Care. IWS is less expensive with a Total Expense Ratio (TER) of 0.23%, versus 0.24% for JPME. IWS is up 4.73% year-to-date (YTD) with -$207M in YTD flows. JPME performs better with 6.04% YTD performance, and -$6M in YTD flows. Run a side-by-side ETF comparison of IWS 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.
IWS vs JPME performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWS JPME | -3.23%-2.78% | +3.53%+5.30% | +4.73%+6.04% | +19.38%+17.04% | +49.21%+46.07% | +47.68%+55.35% |
| Flows | IWS JPME | +$71M-$9M | -$79M-$3M | -$207M-$6M | -$417M-$37M | -$2.16B-$25M | -$2.25B+$22M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWS JPME | +13.30%+11.52% | +18.28%+16.99% | +15.60%+14.52% | +17.33%+16.26% |
| Max drawdown | IWS JPME | -4.33%-3.94% | -13.73%-12.63% | -20.45%-18.83% | -21.32%-19.23% |
| Max drawdown duration | IWS JPME | 8d8d | 46d37d | 269d283d | 785d717d |
IWS | JPME | |
Last sale 3/11/2026 at 1:30 PM | $147.45 | $114.97 |
| Previous close 03/10/2026 | $147.69 | $115.08 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IWS | JPME | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IWS | JPME | |
|---|---|---|
| Last price | $147.45 | $114.97 |
| 1D performance | -0.16% | -0.10% |
| AuM | $14.80 B | $399.99 M |
| E/R | 0.23% | 0.24% |
IWS | JPME | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | Russell Midcap Value Index | JP Morgan Diversified Factor US Mid Cap Equity Index |
| N° of holdings | 641 | 330 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2001 | May 11, 2016 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IWS and JPME ETFs performed in 2026?
As of March 10, 2026, IWS is up 4.73% year-to-date (YTD), while JPME has returned 6.04%. That puts JPME better performer ahead so far this year.
Which ETF is attracting more investor money: IWS or JPME?
Year-to-date, the IWS ETF saw -$207M in flows, compared to -$6M for JPME.
Which ETF is more volatile: IWS or JPME?
Over the past year, IWS had a volatility of 18.28%, while JPME experienced 16.99%.
Which ETF is bigger: IWS or JPME?
As of March 10, 2026, IWS holds $14.80 B in assets under management (AUM), while JPME manages $399.99 M.
What sectors do the IWS and JPME ETFs invest in?
IWS leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, JPME focuses on Industrials, Consumer Staples and Health Care.
What are the top holdings of the IWS ETF and JPME ETF?
IWS top holdings include WESTERN DIGITAL, CORNING and CUMMINS. JPME holds in its top three: WESTERN DIGITAL, ROYAL GOLD and GB00BRXH2664.
Which ETF is more diversified: IWS or JPME?
IWS holds 714 securities with 9.98% of its assets in the top 15. JPME has 347 securities and a top 15 weight of 7.23%.
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