BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

JPEFvsIWBETF Comparison

ETF 1

JPEF

JPMorgan Equity Focus ETF

This fund is part of

US Multi-Factor

-0.27%

Full JPEF fund page

VS

ETF 2

IWB

iShares Russell 1000 ETF

This fund is part of

US Large Cap

-0.22%

Full IWB fund page

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. JPEF's top 3 sector exposures are Technology, Finance and Industrials. In contrast, IWB's top sector exposures are 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 10.27% year-to-date (YTD) with +$238M in YTD flows. IWB performs better with 13.09% YTD performance, and -$1.96B 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.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

JPEF vs IWB performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 08/06/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	JPEF IWB	+2.00%+2.09%	+3.30%+5.02%	+10.27%+13.09%	+16.65%+22.19%	+68.59%+75.52%	n/a+79.52%
Flows	JPEF IWB	+$5M+$351M	+$49M+$429M	+$238M-$1.96B	+$164M-$1.10B	+$1.29B-$2.12B	--$2.05B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	JPEF IWB	+14.38%+13.72%	+12.58%+13.00%	+15.13%+15.28%	n/a+17.34%
Max drawdown	JPEF IWB	-4.74%-4.33%	-8.20%-8.86%	-18.24%-19.16%	n/a-25.17%
Max drawdown duration	JPEF IWB	61d59d	48d76d	155d126d	n/a709d

Trading data

Create an account to view trading data

Join for free

	JPEF	IWB
Last sale 8/7/2026 at 1:30 PM	$82.89	$423.51
Previous close 08/06/2026	$82.31	$420.29
Consolidated volume 08/06/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of July 31, 2026

1-year trailing difference

Create an account to view replication metrics

Join for free

JPEF

is actively managed and doesn’t replicate an index

Create an account to view replication quality

Join for free

	JPEF	IWB
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 8/7/2026 at 1:30 PM

Live

Closed

	JPEF	IWB
Last price	$82.89	$423.51
1D performance	+0.71%	+0.77%
AuM	$2.04 B	$49.81 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	39	1006
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	July 28, 2023	May 15, 2000
ESG	No	No

More JPEF data on Trackinsight

More IWB data on Trackinsight

Exposure

Countries

JPEF

USA

97.44%

Other

2.56%

IWB

USA

97.26%

Other

2.74%

Sectors

JPEF

Technology

43.27%

Finance

16.65%

Industrials

9.25%

Healthcare

8.39%

Other

22.44%

IWB

Technology

43.33%

Finance

13.78%

Healthcare

8.9%

Industrials

8.8%

Consumer Non-Cycl.

8.46%

Other

16.73%

Diversification

JPEF

Total weight of top 15 holdings out of 15

57.92%

IWB

Total weight of top 15 holdings out of 15

39.67%

Top 15 holdings

Data as of June 30, 2026

JPEF

NVIDIA Corp.

8.73%

Alphabet, Inc.

6.62%

Apple, Inc.

4.44%

Amazon.com, Inc.

4.24%

Broadcom Inc.

3.89%

Morgan Stanley

3.37%

Analog Devices, Inc.

3.35%

Loews Corp.

3.12%

United Rentals, Inc.

3.10%

Johnson & Johnson

3.09%

Microsoft Corp.

3.06%

Advanced Micro Devices, Inc.

2.88%

Micron Technology, Inc.

2.72%

M&T Bank Corp.

2.70%

NextEra Energy, Inc.

2.61%

IWB

NVIDIA Corp.

6.72%

Apple, Inc.

6.03%

Microsoft Corp.

3.99%

Amazon.com, Inc.

3.33%

Alphabet, Inc.

3.00%

Broadcom Inc.

2.53%

Alphabet, Inc.

2.42%

Micron Technology, Inc.

1.87%

Meta Platforms, Inc.

1.78%

Tesla, Inc.

1.77%

Eli Lilly & Co.

1.38%

Advanced Micro Devices, Inc.

1.36%

Berkshire Hathaway, Inc.

1.34%

JPMorgan Chase & Co.

1.26%

Intel Corp.

0.88%

Frequently asked questions about JPEF and IWB

JPEFvsIWBETF Comparison

JPMorgan Equity Focus ETF

iShares Russell 1000 ETF

JPEF vs IWB performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the JPEF and IWB ETFs performed in 2026?

As of August 6, 2026, JPEF is up 10.27% year-to-date (YTD), while IWB has returned 13.09%. 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 +$238M in flows, compared to -$1.96B for IWB.

Which ETF is more volatile: JPEF or IWB?

Over the past year, JPEF had a volatility of 12.58%, while IWB experienced 13%.

Which ETF is bigger: JPEF or IWB?

As of August 6, 2026, JPEF holds $2.04 B in assets under management (AUM), while IWB manages $49.81 B.

What sectors do the JPEF and IWB ETFs invest in?

JPEF leans toward sectors like Technology, Finance and Industrials. 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 39 securities with 57.92% of its assets in the top 15. IWB has 1023 securities and a top 15 weight of 39.67%.

Build and Analyze Your ETF Portfolio Like a Pro