JPMEvsIWRETF Comparison
ETF 1
JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
This fund is part of
US Multi-Factor
-0.03%
VS
JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) belongs to the US Multi-Factor segment. iShares Russell Mid-Cap ETF (IWR) is part of the US Mid Cap segment. JPME's top 3 sector exposures are Finance, Healthcare and Consumer Non-Cyclicals. In contrast, IWR's top sector exposures are Finance, Technology and Industrials. JPME is more expensive with a Total Expense Ratio (TER) of 0.24%, versus 0.18% for IWR. JPME is up 14% year-to-date (YTD) with +$34M in YTD flows. IWR performs worse with 13.38% YTD performance, and +$3.08B in YTD flows. Run a side-by-side ETF comparison of JPME and IWR 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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JPME vs IWR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPME IWR | -3.80%-3.90% | +0.38%+0.01% | +14.00%+13.38% | +15.10%+13.24% | +50.44%+57.82% | +53.35%+47.07% |
| Flows | JPME IWR | +$10M+$438M | +$22M-$242M | +$34M+$3.08B | +$18M+$4.75B | -$2M+$10.64B | +$104M+$12.63B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPME IWR | +8.68%+10.75% | +11.50%+13.67% | +14.17%+15.93% | +16.14%+18.27% |
| Max drawdown | JPME IWR | -4.90%-5.82% | -6.86%-8.16% | -18.83%-21.08% | -19.23%-26.20% |
| Max drawdown duration | JPME IWR | 33d33d | 45d49d | 283d239d | 717d854d |
Trading data
JPME | IWR | |
Last sale 9/18/2026 at 1:30 PM | $122.80 | $108.21 |
| Previous close 09/17/2026 | $123.79 | $108.71 |
| Consolidated volume 09/17/2026 | ||
| 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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JPME | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/18/2026 at 1:30 PM
Live
Closed
JPME | IWR | |
|---|---|---|
| Last price | $122.80 | $108.21 |
| 1D performance | -0.80% | -0.46% |
| AuM | $466.62 M | $55.47 B |
| E/R | 0.24% | 0.18% |
Characteristics
JPME | IWR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | JP Morgan Diversified Factor US Mid Cap Equity Index | Russell Midcap Index |
| N° of holdings | 349 | 812 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 11, 2016 | July 17, 2001 |
| ESG | No | No |
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Exposure
Countries
JPME
USA
95.87%
Other
4.13%
IWR
USA
96.23%
Other
3.77%
Sectors
JPME
Finance
20.96%
Healthcare
12.42%
Consumer Non-Cycl.
11.31%
Non-Energy Materi.
10.15%
Utilities
9.62%
Technology
8.6%
Other
26.93%
IWR
Finance
22.01%
Technology
15.73%
Industrials
14.33%
Healthcare
11.14%
Other
36.79%
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Diversification
JPME
Total weight of top 15 holdings out of 15
6.62%
IWR
Total weight of top 15 holdings out of 15
8.16%
Top 15 holdings
Data as of July 31, 2026
JPME
HF Sinclair Corp.
0.51%
Texas Roadhouse, Inc.
0.46%
Corteva, Inc.
0.45%
DaVita, Inc.
0.45%
Jazz Pharmaceuticals Plc
0.44%
Illumina, Inc.
0.44%
Hexcel Corp.
0.43%
Simon Property Group, Inc.
0.43%
W.W. Grainger, Inc.
0.43%
Royalty Pharma Plc
0.43%
Viatris, Inc.
0.43%
Quest Diagnostics, Inc.
0.43%
TechnipFMC plc
0.43%
Popular, Inc.
0.43%
Darling Ingredients, Inc.
0.42%
IWR
Snowflake, Inc.
0.72%
Marathon Petroleum Corp.
0.67%
Cloudflare, Inc.
0.65%
Datadog, Inc.
0.64%
Phillips 66
0.61%
Royal Caribbean Group
0.59%
Simon Property Group, Inc.
0.53%
Digital Realty Trust, Inc.
0.51%
The Allstate Corp.
0.49%
United Rentals, Inc.
0.48%
Robinhood Markets, Inc.
0.48%
Hewlett Packard Enterprise Co.
0.45%
Kinder Morgan, Inc.
0.45%
Warner Bros. Discovery, Inc.
0.44%
Realty Income Corp.
0.44%
Frequently asked questions about JPME and IWR
How have the JPME and IWR ETFs performed in 2026?
As of September 18, 2026, JPME is up 14% year-to-date (YTD), while IWR has returned 13.38%. That puts JPME better performer ahead so far this year.
Which ETF is attracting more investor money: JPME or IWR?
Year-to-date, the JPME ETF saw +$34M in flows, compared to +$3.08B for IWR.
Which ETF is more volatile: JPME or IWR?
Over the past year, JPME had a volatility of 11.5%, while IWR experienced 13.67%.
Which ETF is bigger: JPME or IWR?
As of September 18, 2026, JPME holds $466.62 M in assets under management (AUM), while IWR manages $55.47 B.
What sectors do the JPME and IWR ETFs invest in?
JPME leans toward sectors like Finance, Healthcare and Consumer Non-Cyclicals. Meanwhile, IWR focuses on Finance, Technology and Industrials.
What are the top holdings of the JPME ETF and IWR ETF?
JPME top holdings include HF Sinclair Corp., Texas Roadhouse, Inc. and Corteva, Inc.. IWR holds in its top three: Snowflake, Inc., Marathon Petroleum Corp. and Cloudflare, Inc..
Which ETF is more diversified: JPME or IWR?
JPME holds 349 securities with 6.62% of its assets in the top 15. IWR has 823 securities and a top 15 weight of 8.16%.
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