JPSEvsSPSMETF Comparison
ETF 1
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
This fund is part of
US Multi-Factor
-0.91%
VS
JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) and State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) belong to the same industry segment: US Multi-Factor. JPSE's top 3 sector exposures are Finance, Non-Energy Materials and Healthcare. In contrast, SPSM's top sector exposures are Finance, Technology and Industrials. JPSE is more expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.03% for SPSM. JPSE is up 13.67% year-to-date (YTD) with -$8M in YTD flows. SPSM performs better with 14.04% YTD performance, and +$769M in YTD flows. Run a side-by-side ETF comparison of JPSE and SPSM 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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JPSE vs SPSM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPSE SPSM | -2.12%-2.51% | -5.60%-7.23% | +13.67%+14.04% | +15.13%+16.97% | +52.79%+53.61% | +37.09%+31.47% |
| Flows | JPSE SPSM | +$128K-$77M | +$2M-$366M | -$8M+$769M | -$9M+$1.10B | -$16M+$3.51B | +$249M+$8.06B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPSE SPSM | +10.66%+12.14% | +14.14%+15.95% | +18.28%+20.10% | +19.86%+21.16% |
| Max drawdown | JPSE SPSM | -7.63%-9.65% | -7.92%-9.65% | -25.36%-27.91% | -25.51%-27.91% |
| Max drawdown duration | JPSE SPSM | 61d61d | 43d61d | 379d380d | 977d380d |
Trading data
JPSE | SPSM | |
Last sale 10/16/2026 at 1:30 PM | $56.55 | $52.83 |
| Previous close 10/15/2026 | $56.83 | $53.34 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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JPSE | SPSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
JPSE | SPSM | |
|---|---|---|
| Last price | $56.55 | $52.83 |
| 1D performance | -0.49% | -0.96% |
| AuM | $565.01 M | $15.53 B |
| E/R | 0.29% | 0.03% |
Characteristics
JPSE | SPSM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | J.P. Morgan Asset Management | State Street Investment Management |
| Benchmark | JP Morgan Diversified Factor US Small Cap Equity Index | S&P SmallCap 600 GARP Index |
| N° of holdings | 554 | 598 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 15, 2016 | July 8, 2013 |
| ESG | No | No |
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Exposure
Countries
JPSE
USA
94.34%
Other
5.66%
SPSM
USA
97.13%
Other
2.87%
Sectors
JPSE
Finance
25.46%
Non-Energy Materi.
11.63%
Healthcare
10.38%
Technology
10.04%
Consumer Non-Cycl.
10.02%
Energy
9.77%
Other
22.7%
SPSM
Finance
26.27%
Technology
12.85%
Industrials
11.71%
Healthcare
10.94%
Consumer Cyclical.
7.87%
Other
30.36%
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Diversification
JPSE
Total weight of top 15 holdings out of 15
5.67%
SPSM
Total weight of top 15 holdings out of 15
7.58%
Top 15 holdings
Data as of August 31, 2026
JPSE
10X Genomics, Inc.
0.46%
SSR Mining, Inc.
0.43%
Protagonist Therapeutics, Inc.
0.42%
UTZ Brands, Inc.
0.40%
Enova International, Inc.
0.38%
Par Pacific Holdings, Inc.
0.38%
The Chefs' Warehouse, Inc.
0.37%
International Seaways, Inc.
0.37%
Impinj, Inc.
0.36%
Compass, Inc. (New York)
0.36%
Interface, Inc.
0.35%
LXP Industrial Trust
0.35%
Arcosa, Inc.
0.35%
Digi International, Inc.
0.34%
Ligand Pharmaceuticals, Inc.
0.34%
SPSM
Corcept Therapeutics, Inc.
0.60%
Glaukos Corp.
0.59%
Paycom Software, Inc.
0.55%
Brinker International, Inc.
0.55%
Match Group, Inc.
0.53%
Jackson Financial, Inc.
0.52%
ViaSat, Inc.
0.51%
Protagonist Therapeutics, Inc.
0.50%
CarMax, Inc.
0.49%
Ryman Hospitality Properties, Inc.
0.48%
SM Energy Co.
0.47%
Eastman Chemical Co.
0.46%
Element Solutions, Inc.
0.45%
FormFactor, Inc.
0.44%
Alkermes Plc
0.44%
Frequently asked questions about JPSE and SPSM
How have the JPSE and SPSM ETFs performed in 2026?
As of October 16, 2026, JPSE is up 13.67% year-to-date (YTD), while SPSM has returned 14.04%. That puts SPSM better performer ahead so far this year.
Which ETF is attracting more investor money: JPSE or SPSM?
Year-to-date, the JPSE ETF saw -$8M in flows, compared to +$769M for SPSM.
Which ETF is more volatile: JPSE or SPSM?
Over the past year, JPSE had a volatility of 14.14%, while SPSM experienced 15.95%.
Which ETF is bigger: JPSE or SPSM?
As of October 16, 2026, JPSE holds $565.01 M in assets under management (AUM), while SPSM manages $15.53 B.
What sectors do the JPSE and SPSM ETFs invest in?
JPSE leans toward sectors like Finance, Non-Energy Materials and Healthcare. Meanwhile, SPSM focuses on Finance, Technology and Industrials.
What are the top holdings of the JPSE ETF and SPSM ETF?
JPSE top holdings include 10X Genomics, Inc., SSR Mining, Inc. and Protagonist Therapeutics, Inc.. SPSM holds in its top three: Corcept Therapeutics, Inc., Glaukos Corp. and Paycom Software, Inc..
Which ETF is more diversified: JPSE or SPSM?
JPSE holds 554 securities with 5.67% of its assets in the top 15. SPSM has 600 securities and a top 15 weight of 7.58%.
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Latest news about JPSE & SPSM
Small Caps and Value Stocks Continue to Rally Amid Market Rotation
July 22, 2024
SPSM
Value ETFs Shine Amid Lower-Than-Expected Inflation
July 15, 2024
SPSM
ETF Insights: Top 5 Fund Flows and Segments for June 2023
July 7, 2023
SPSM
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