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JPMEvsIWSETF Comparison

ETF 1

JPME

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

This fund is part of

US Multi-Factor

+0%

Full JPME fund page

VS

ETF 2

IWS

iShares Russell Mid-Cap Value ETF

This fund is part of

US Mid Cap Value

+0%

Full IWS fund page

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, Information Technology and Real Estate. 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 13.56% year-to-date (YTD) with +$12M in YTD flows. IWS performs better with 16.29% YTD performance, and -$1.03B 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.

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JPME vs IWS performance and flow charts

Performance

Cumulative Flows

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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 06/18/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	JPME IWS	+3.21%+5.13%	+8.34%+12.60%	+13.56%+16.29%	+22.80%+28.63%	+50.61%+59.20%	+57.47%+58.81%
Flows	JPME IWS	-$3M-$51M	+$18M-$923M	+$12M-$1.03B	+$26M-$977M	-$26M-$2.74B	+$73M-$3.51B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	JPME IWS	+13.05%+14.86%	+12.23%+13.56%	+14.28%+15.41%	+16.25%+17.36%
Max drawdown	JPME IWS	-3.26%-2.87%	-6.86%-7.51%	-18.83%-20.45%	-19.23%-21.32%
Max drawdown duration	JPME IWS	26d16d	45d44d	283d269d	717d785d

Trading data

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	JPME	IWS
Last sale 6/18/2026 at 1:30 PM	$122.87	$162.95
Previous close 06/18/2026	$122.42	$161.45
Consolidated volume 06/18/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

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	JPME	IWS
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/18/2026 at 1:30 PM

Live

Closed

	JPME	IWS
Last price	$122.87	$162.95
1D performance	+0.37%	+0.93%
AuM	$445.30 M	$15.43 B
E/R	0.24%	0.23%

Characteristics

	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	333	636
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	May 11, 2016	July 17, 2001
ESG	No	No

More JPME data on Trackinsight

More IWS data on Trackinsight

Exposure

Countries

JPME

USA

93.5%

Other

6.5%

IWS

USA

93.95%

Other

6.05%

Sectors

JPME

Industrials

11.54%

Information Techn.

11.04%

Real Estate

10.11%

Health Care

10.02%

Consumer Staples

9.69%

Financials

8.8%

Other

38.81%

IWS

Industrials

15.63%

Financials

13.64%

Information Techn.

13.19%

Real Estate

8.04%

Energy

7.82%

Consumer Discreti.

7.67%

Other

34.01%

Diversification

JPME

Total weight of top 15 holdings out of 15

8.17%

IWS

Total weight of top 15 holdings out of 15

12.25%

Top 15 holdings

Data as of April 30, 2026

JPME

CIENA

0.68%

WESTERN DIGITAL

0.63%

MONOLITHIC POWER SYSTEMS

0.61%

LUMENTUM HOLDINGS

0.61%

TERADYNE

0.59%

CORNING

0.55%

JABIL CIRCUIT

0.55%

UBIQUITI INC

0.53%

TD SYNNEX

0.52%

ELEMENT SOLUTIONS INC

0.50%

IRIDIUM COMMUNICATIONS

0.50%

STEEL DYNAMICS

0.48%

EMCOR GROUP

0.47%

CUMMINS

0.47%

MILLICOM INTERNATIONAL CELLULAR

0.47%

IWS

US80004C2008

1.49%

WESTERN DIGITAL

1.40%

CORNING

1.22%

CUMMINS

0.88%

BANK OF NEW YORK MELLON

0.81%

VALERO ENERGY

0.73%

MARATHON PETROLEUM

0.71%

CIENA

0.71%

DIGITAL REALTY REIT

0.66%

BAKER HUGHES

0.66%

PHILLIPS 66

0.64%

KINDER MORGAN

0.61%

WARNER BROS. DISCOVERY

0.60%

UNITED RENTALS

0.58%

KEYSIGHT TECHNOLOGIES

0.57%

Frequently asked questions about JPME and IWS

How have the JPME and IWS ETFs performed in 2026?

As of June 18, 2026, JPME is up 13.56% year-to-date (YTD), while IWS has returned 16.29%. That puts IWS better performer ahead so far this year.

Which ETF is attracting more investor money: JPME or IWS?

Year-to-date, the JPME ETF saw +$12M in flows, compared to -$1.03B for IWS.

Which ETF is more volatile: JPME or IWS?

Over the past year, JPME had a volatility of 12.23%, while IWS experienced 13.56%.

Which ETF is bigger: JPME or IWS?

As of June 18, 2026, JPME holds $445.30 M in assets under management (AUM), while IWS manages $15.43 B.

What sectors do the JPME and IWS ETFs invest in?

JPME leans toward sectors like Industrials, Information Technology and Real Estate. Meanwhile, IWS focuses on Industrials, Financials and Information Technology.

JPMEvsIWSETF Comparison

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

iShares Russell Mid-Cap Value ETF

JPME vs IWS 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 JPME and IWS ETFs performed in 2026?

As of June 18, 2026, JPME is up 13.56% year-to-date (YTD), while IWS has returned 16.29%. That puts IWS better performer ahead so far this year.

Which ETF is attracting more investor money: JPME or IWS?

Year-to-date, the JPME ETF saw +$12M in flows, compared to -$1.03B for IWS.

Which ETF is more volatile: JPME or IWS?

Over the past year, JPME had a volatility of 12.23%, while IWS experienced 13.56%.

Which ETF is bigger: JPME or IWS?

As of June 18, 2026, JPME holds $445.30 M in assets under management (AUM), while IWS manages $15.43 B.

What sectors do the JPME and IWS ETFs invest in?

JPME leans toward sectors like Industrials, Information Technology and Real Estate. 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 CIENA, WESTERN DIGITAL and MONOLITHIC POWER SYSTEMS. IWS holds in its top three: US80004C2008, WESTERN DIGITAL and CORNING.

Which ETF is more diversified: JPME or IWS?

JPME holds 352 securities with 8.17% of its assets in the top 15. IWS has 713 securities and a top 15 weight of 12.25%.

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