JPEFvsIWBETF Comparison
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JPMorgan Equity Focus ETF (JPEF) belongs to the US Multi-Factor segment. iShares Russell 1000 ETF (IWB) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. JPEF is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.15% for IWB. JPEF is up 5.01% year-to-date (YTD) with +$247M in YTD flows. IWB performs better with 8.56% YTD performance, and -$3.07B in YTD flows. Run a side-by-side ETF comparison of JPEF and IWB 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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JPEF vs IWB performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/06/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPEF IWB | -5.68%-5.42% | -4.77%-4.01% | +5.01%+8.56% | +6.53%+10.81% | +64.91%+74.33% | n/a+62.31% |
| Flows | JPEF IWB | -$844K-$249M | -$13M-$1.12B | +$247M-$3.07B | +$260M-$1.51B | +$1.27B-$3.13B | --$2.29B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPEF IWB | +13.52%+13.44% | +13.39%+13.65% | +15.05%+15.29% | n/a+17.43% |
| Max drawdown | JPEF IWB | -5.99%-5.77% | -8.20%-8.86% | -18.24%-19.16% | n/a-25.17% |
| Max drawdown duration | JPEF IWB | 31d31d | 48d76d | 155d126d | n/a709d |
Trading data
JPEF | IWB | |
Last sale 11/6/2026 at 2:30 PM | $78.38 | $402.58 |
| Previous close 11/04/2026 | $78.12 | $401.06 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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JPEF
is actively managed and doesn’t replicate an indexJPEF | IWB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 11/6/2026 at 2:30 PM
Live
Closed
JPEF | IWB | |
|---|---|---|
| Last price | $78.38 | $402.58 |
| 1D performance | +0.33% | +0.38% |
| AuM | $1.95 B | $46.63 B |
| E/R | 0.55% | 0.15% |
Characteristics
JPEF | IWB | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | - | Russell 1000 Index |
| N° of holdings | 40 | 1012 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 28, 2023 | May 15, 2000 |
| ESG | No | No |
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Exposure
Countries
JPEF
USA
98.2%
Other
1.8%
IWB
USA
97.62%
Other
2.38%
Sectors
JPEF
Technology
45.92%
Finance
14.86%
Healthcare
10.05%
Industrials
9.61%
Other
19.56%
IWB
Technology
45.32%
Finance
13.38%
Healthcare
9.34%
Consumer Non-Cycl.
8.32%
Industrials
7.85%
Other
15.79%
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Diversification
JPEF
Total weight of top 15 holdings out of 15
59.37%
IWB
Total weight of top 15 holdings out of 15
42.41%
Top 15 holdings
Data as of September 30, 2026
JPEF
NVIDIA Corp.
9.51%
Alphabet, Inc.
6.38%
Apple, Inc.
5.86%
Microsoft Corp.
5.11%
Amazon.com, Inc.
4.53%
Johnson & Johnson
3.34%
Analog Devices, Inc.
3.08%
Morgan Stanley
2.93%
Advanced Micro Devices, Inc.
2.85%
Broadcom Inc.
2.83%
United Rentals, Inc.
2.78%
Gilead Sciences, Inc.
2.60%
ExxonMobil Holdings Corp.
2.54%
Loews Corp.
2.52%
Micron Technology, Inc.
2.50%
IWB
NVIDIA Corp.
7.57%
Apple, Inc.
6.84%
Microsoft Corp.
5.41%
Amazon.com, Inc.
3.43%
Alphabet, Inc.
2.85%
Broadcom Inc.
2.32%
Alphabet, Inc.
2.30%
Meta Platforms, Inc.
2.26%
Micron Technology, Inc.
1.71%
Tesla, Inc.
1.47%
Advanced Micro Devices, Inc.
1.41%
Berkshire Hathaway, Inc.
1.32%
Eli Lilly & Co.
1.31%
JPMorgan Chase & Co.
1.26%
ExxonMobil Holdings Corp.
0.95%
Frequently asked questions about JPEF and IWB
How have the JPEF and IWB ETFs performed in 2026?
As of November 6, 2026, JPEF is up 5.01% year-to-date (YTD), while IWB has returned 8.56%. That puts IWB better performer ahead so far this year.
Which ETF is attracting more investor money: JPEF or IWB?
Year-to-date, the JPEF ETF saw +$247M in flows, compared to -$3.07B for IWB.
Which ETF is more volatile: JPEF or IWB?
Over the past year, JPEF had a volatility of 13.39%, while IWB experienced 13.65%.
Which ETF is bigger: JPEF or IWB?
As of November 6, 2026, JPEF holds $1.95 B in assets under management (AUM), while IWB manages $46.63 B.
What sectors do the JPEF and IWB ETFs invest in?
JPEF leans toward sectors like Technology, Finance and Healthcare. Meanwhile, IWB focuses on Technology, Finance and Healthcare.
What are the top holdings of the JPEF ETF and IWB ETF?
JPEF top holdings include NVIDIA Corp., Alphabet, Inc. and Apple, Inc.. IWB holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: JPEF or IWB?
JPEF holds 40 securities with 59.37% of its assets in the top 15. IWB has 1023 securities and a top 15 weight of 42.41%.
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