JMOMvsIWVETF Comparison
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JPMorgan US Momentum Factor ETF (JMOM) belongs to the US Multi-Factor segment. iShares Russell 3000 ETF (IWV) is part of the US All Cap segment. JMOM's top 3 sector exposures are Technology, Finance and Industrials. In contrast, IWV's top sector exposures are Technology, Finance and Healthcare. JMOM is less expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.2% for IWV. JMOM is up 20.5% year-to-date (YTD) with +$626M in YTD flows. IWV performs worse with 13.49% YTD performance, and -$60M in YTD flows. Run a side-by-side ETF comparison of JMOM and IWV 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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JMOM vs IWV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JMOM IWV | -2.03%+0.64% | +0.82%+3.82% | +20.50%+13.49% | +18.70%+13.02% | +113.02%+92.26% | +83.42%+72.46% |
| Flows | JMOM IWV | +$56M+$196M | +$247M+$390M | +$626M-$60M | +$665M+$808M | +$1.61B+$766M | +$1.73B+$500M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JMOM IWV | +17.03%+11.24% | +17.40%+12.96% | +17.25%+15.23% | +19.07%+17.42% |
| Max drawdown | JMOM IWV | -7.37%-3.34% | -8.05%-8.88% | -19.32%-19.32% | -28.26%-25.17% |
| Max drawdown duration | JMOM IWV | 21d75d | 45d76d | 125d127d | 804d711d |
Trading data
JMOM | IWV | |
Last sale 10/28/2026 at 1:30 PM | $82.26 | $437.50 |
| Previous close 10/27/2026 | $81.71 | $436.16 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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JMOM | IWV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
JMOM | IWV | |
|---|---|---|
| Last price | $82.26 | $437.50 |
| 1D performance | +0.67% | +0.31% |
| AuM | $2.75 B | $20.54 B |
| E/R | 0.12% | 0.2% |
Characteristics
JMOM | IWV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | JP Morgan US Momentum Factor Index | Russell 3000 Index |
| N° of holdings | 288 | 2549 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 9, 2017 | May 22, 2000 |
| ESG | No | No |
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Exposure
Countries
JMOM
USA
97.25%
Other
2.75%
IWV
USA
97.51%
Other
2.49%
Sectors
JMOM
Technology
39.15%
Finance
12.82%
Industrials
11.9%
Healthcare
10.51%
Consumer Non-Cycl.
7.24%
Other
18.38%
IWV
Technology
41.68%
Finance
14.79%
Healthcare
9.79%
Consumer Non-Cycl.
8.38%
Industrials
8.16%
Other
17.2%
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Diversification
JMOM
Total weight of top 15 holdings out of 15
24.41%
IWV
Total weight of top 15 holdings out of 15
39.14%
Top 15 holdings
Data as of August 31, 2026
JMOM
NVIDIA Corp.
2.21%
Microsoft Corp.
2.09%
Apple, Inc.
2.03%
Broadcom Inc.
1.94%
Johnson & Johnson
1.90%
Micron Technology, Inc.
1.90%
Alphabet, Inc.
1.89%
Advanced Micro Devices, Inc.
1.86%
Meta Platforms, Inc.
1.55%
Palantir Technologies, Inc.
1.38%
Intel Corp.
1.21%
Walmart, Inc.
1.13%
Costco Wholesale Corp.
1.13%
Caterpillar, Inc.
1.09%
Lam Research Corp.
1.09%
IWV
NVIDIA Corp.
6.96%
Apple, Inc.
6.19%
Microsoft Corp.
5.09%
Amazon.com, Inc.
3.40%
Alphabet, Inc.
2.67%
Broadcom Inc.
2.33%
Alphabet, Inc.
2.15%
Meta Platforms, Inc.
1.70%
Micron Technology, Inc.
1.46%
Tesla, Inc.
1.45%
JPMorgan Chase & Co.
1.29%
Berkshire Hathaway, Inc.
1.27%
Eli Lilly & Co.
1.25%
Advanced Micro Devices, Inc.
1.03%
ExxonMobil Holdings Corp.
0.90%
Frequently asked questions about JMOM and IWV
How have the JMOM and IWV ETFs performed in 2026?
As of October 27, 2026, JMOM is up 20.5% year-to-date (YTD), while IWV has returned 13.49%. That puts JMOM better performer ahead so far this year.
Which ETF is attracting more investor money: JMOM or IWV?
Year-to-date, the JMOM ETF saw +$626M in flows, compared to -$60M for IWV.
Which ETF is more volatile: JMOM or IWV?
Over the past year, JMOM had a volatility of 17.4%, while IWV experienced 12.96%.
Which ETF is bigger: JMOM or IWV?
As of October 27, 2026, JMOM holds $2.75 B in assets under management (AUM), while IWV manages $20.54 B.
What sectors do the JMOM and IWV ETFs invest in?
JMOM leans toward sectors like Technology, Finance and Industrials. Meanwhile, IWV focuses on Technology, Finance and Healthcare.
What are the top holdings of the JMOM ETF and IWV ETF?
JMOM top holdings include NVIDIA Corp., Microsoft Corp. and Apple, Inc.. IWV holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: JMOM or IWV?
JMOM holds 288 securities with 24.41% of its assets in the top 15. IWV has 2570 securities and a top 15 weight of 39.14%.
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