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 10.11% year-to-date (YTD) with +$246M in YTD flows. IWB performs better with 13.93% YTD performance, and -$2.66B 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 09/21/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPEF IWB | +1.04%+0.92% | +3.01%+4.07% | +10.11%+13.93% | +11.42%+16.41% | +75.73%+84.37% | n/a+83.85% |
| Flows | JPEF IWB | +$2M+$102M | +$23M-$696M | +$246M-$2.66B | +$259M-$2.18B | +$1.29B-$2.59B | --$2.55B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPEF IWB | +12.04%+11.51% | +12.72%+13.15% | +15.01%+15.22% | n/a+17.35% |
| Max drawdown | JPEF IWB | -4.22%-3.34% | -8.20%-8.86% | -18.24%-19.16% | n/a-25.17% |
| Max drawdown duration | JPEF IWB | 16d19d | 48d76d | 155d126d | n/a709d |
Trading data
JPEF | IWB | |
Last sale 9/22/2026 at 1:30 PM | $82.32 | $422.45 |
| Previous close 09/21/2026 | $82.19 | $422.48 |
| Consolidated volume 09/21/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 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 9/22/2026 at 1:30 PM
Live
Closed
JPEF | IWB | |
|---|---|---|
| Last price | $82.32 | $422.45 |
| 1D performance | +0.16% | -0.01% |
| AuM | $2.04 B | $49.36 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 | 1011 |
| 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
97.84%
Other
2.16%
IWB
USA
97.59%
Other
2.41%
Sectors
JPEF
Technology
43.62%
Finance
16.61%
Healthcare
8.78%
Industrials
8.76%
Other
22.24%
IWB
Technology
42.37%
Finance
14.69%
Healthcare
9.22%
Consumer Non-Cycl.
8.65%
Industrials
8.55%
Other
16.51%
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Diversification
JPEF
Total weight of top 15 holdings out of 15
58.46%
IWB
Total weight of top 15 holdings out of 15
40.24%
Top 15 holdings
Data as of July 31, 2026
JPEF
NVIDIA Corp.
8.75%
Alphabet, Inc.
6.32%
Apple, Inc.
5.44%
Amazon.com, Inc.
4.32%
Broadcom Inc.
3.93%
Microsoft Corp.
3.37%
Johnson & Johnson
3.35%
Morgan Stanley
3.28%
United Rentals, Inc.
3.07%
Analog Devices, Inc.
2.98%
Loews Corp.
2.97%
M&T Bank Corp.
2.83%
Advanced Micro Devices, Inc.
2.67%
NextEra Energy, Inc.
2.65%
Capital One Financial Corp.
2.52%
IWB
Apple, Inc.
7.01%
NVIDIA Corp.
6.62%
Microsoft Corp.
4.88%
Amazon.com, Inc.
3.32%
Alphabet, Inc.
2.83%
Broadcom Inc.
2.62%
Alphabet, Inc.
2.31%
Meta Platforms, Inc.
1.72%
Micron Technology, Inc.
1.43%
Berkshire Hathaway, Inc.
1.38%
JPMorgan Chase & Co.
1.36%
Eli Lilly & Co.
1.34%
Tesla, Inc.
1.31%
Advanced Micro Devices, Inc.
1.15%
ExxonMobil Holdings Corp.
0.95%
Frequently asked questions about JPEF and IWB
How have the JPEF and IWB ETFs performed in 2026?
As of September 21, 2026, JPEF is up 10.11% year-to-date (YTD), while IWB has returned 13.93%. 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 +$246M in flows, compared to -$2.66B for IWB.
Which ETF is more volatile: JPEF or IWB?
Over the past year, JPEF had a volatility of 12.72%, while IWB experienced 13.15%.
Which ETF is bigger: JPEF or IWB?
As of September 21, 2026, JPEF holds $2.04 B in assets under management (AUM), while IWB manages $49.36 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: Apple, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: JPEF or IWB?
JPEF holds 40 securities with 58.46% of its assets in the top 15. IWB has 1023 securities and a top 15 weight of 40.24%.
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