JPSEvsEESETF Comparison
JPMorgan Diversified Return U.S. Small Cap Equity ETF
JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) belongs to the US Multi-Factor segment. WisdomTree U.S. SmallCap Fund (EES) is part of the US Small Cap segment. JPSE's top 3 sector exposures are Information Technology, Real Estate and Financials. In contrast, EES's top sector exposures are Financials, Industrials and Consumer Discretionary. JPSE is less expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.38% for EES. JPSE is up 14.93% year-to-date (YTD) with +$3M in YTD flows. EES performs worse with 12.11% YTD performance, and -$15M in YTD flows. Run a side-by-side ETF comparison of JPSE and EES below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
JPSE vs EES performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPSE EES | +12.10%+11.62% | +8.55%+7.26% | +14.93%+12.11% | +39.58%+38.27% | +55.72%+57.52% | +45.18%+41.77% |
| Flows | JPSE EES | +$3M-$3M | +$3M-$24M | +$3M-$15M | +$392K-$47M | +$20M-$111M | +$258M-$117M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPSE EES | +16.62%+16.91% | +16.21%+17.89% | +18.72%+20.89% | +20.26%+21.59% |
| Max drawdown | JPSE EES | -7.92%-7.97% | -7.92%-7.97% | -25.36%-26.88% | -25.51%-26.88% |
| Max drawdown duration | JPSE EES | 43d64d | 43d64d | 379d379d | 977d379d |
JPSE | EES | |
Last sale 5/1/2026 at 1:30 PM | $57.75 | $63.99 |
| Previous close 04/29/2026 | $57.51 | $63.48 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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JPSE | EES | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
JPSE | EES | |
|---|---|---|
| Last price | $57.75 | $63.99 |
| 1D performance | +0.43% | +0.80% |
| AuM | $586.94 M | $689.71 M |
| E/R | 0.29% | 0.38% |
JPSE | EES | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | J.P. Morgan Asset Management | WisdomTree |
| Benchmark | JP Morgan Diversified Factor US Small Cap Equity Index | WisdomTree U.S. SmallCap Index |
| N° of holdings | 506 | 1290 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 15, 2016 | February 23, 2007 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
