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JPMEvsIWSETF Comparison
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) belongs to the US Multi-Factor segment. iShares Russell Mid-Cap Value ETF (IWS) is part of the US Mid Cap Value segment. JPME's top 3 sector exposures are Industrials, Consumer Staples and Health Care. In contrast, IWS's top sector exposures are Industrials, Financials and Information Technology. JPME is more expensive with a Total Expense Ratio (TER) of 0.24%, versus 0.23% for IWS. JPME is up 4.57% year-to-date (YTD) with -$6M in YTD flows. IWS performs worse with 2.73% YTD performance, and -$77M in YTD flows. Run a side-by-side ETF comparison of JPME and IWS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
JPME vs IWS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPME IWS | -4.09%-4.90% | +3.72%+1.80% | +4.57%+2.73% | +18.52%+20.17% | +45.56%+48.87% | +49.13%+40.77% |
| Flows | JPME IWS | -$9M+$216M | -$3M-$6M | -$6M-$77M | -$37M-$349M | -$25M-$2.03B | +$30M-$2.24B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPME IWS | +11.55%+13.55% | +16.94%+18.28% | +14.50%+15.58% | +16.25%+17.33% |
| Max drawdown | JPME IWS | -5.27%-6.15% | -12.63%-13.73% | -18.83%-20.45% | -19.23%-21.32% |
| Max drawdown duration | JPME IWS | 11d11d | 37d46d | 283d269d | 717d785d |
JPME | IWS | |
Last sale 3/13/2026 at 1:30 PM | $113.57 | $144.89 |
| Previous close 03/12/2026 | $113.73 | $145.01 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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JPME | IWS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
JPME | IWS | |
|---|---|---|
| Last price | $113.57 | $144.89 |
| 1D performance | -0.14% | -0.08% |
| AuM | $394.45 M | $14.65 B |
| E/R | 0.24% | 0.23% |
JPME | IWS | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | JP Morgan Diversified Factor US Mid Cap Equity Index | Russell Midcap Value Index |
| N° of holdings | 330 | 641 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 11, 2016 | July 17, 2001 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the JPME and IWS ETFs performed in 2026?
As of March 13, 2026, JPME is up 4.57% year-to-date (YTD), while IWS has returned 2.73%. That puts JPME better performer ahead so far this year.
Which ETF is attracting more investor money: JPME or IWS?
Year-to-date, the JPME ETF saw -$6M in flows, compared to -$77M for IWS.
Which ETF is more volatile: JPME or IWS?
Over the past year, JPME had a volatility of 16.94%, while IWS experienced 18.28%.
Which ETF is bigger: JPME or IWS?
As of March 13, 2026, JPME holds $394.45 M in assets under management (AUM), while IWS manages $14.65 B.
What sectors do the JPME and IWS ETFs invest in?
JPME leans toward sectors like Industrials, Consumer Staples and Health Care. Meanwhile, IWS focuses on Industrials, Financials and Information Technology.
What are the top holdings of the JPME ETF and IWS ETF?
JPME top holdings include WESTERN DIGITAL, ROYAL GOLD and GB00BRXH2664. IWS holds in its top three: WESTERN DIGITAL, CORNING and CUMMINS.
Which ETF is more diversified: JPME or IWS?
JPME holds 347 securities with 7.23% of its assets in the top 15. IWS has 714 securities and a top 15 weight of 9.98%.
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