JPSEvsXJRETF 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) belongs to the US Multi-Factor segment. iShares ESG Select Screened S&P Small-Cap ETF (XJR) is part of the US Small Cap segment. JPSE's top 3 sector exposures are Finance, Non-Energy Materials and Healthcare. In contrast, XJR's top sector exposures are Finance, Technology and Industrials. JPSE is more expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.12% for XJR. JPSE is up 13.67% year-to-date (YTD) with -$8M in YTD flows. XJR performs worse with 13.57% YTD performance, and +$93M in YTD flows. Run a side-by-side ETF comparison of JPSE and XJR 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 XJR 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 XJR | -2.12%-2.49% | -5.60%-7.77% | +13.67%+13.57% | +15.13%+15.56% | +52.79%+53.01% | +37.09%+29.66% |
| Flows | JPSE XJR | +$128K+$5M | +$2M+$36M | -$8M+$93M | -$9M+$93M | -$16M+$128M | +$249M+$167M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPSE XJR | +10.66%+12.48% | +14.14%+16.41% | +18.28%+20.18% | +19.86%+21.17% |
| Max drawdown | JPSE XJR | -7.63%-10.10% | -7.92%-10.10% | -25.36%-27.00% | -25.51%-27.00% |
| Max drawdown duration | JPSE XJR | 61d73d | 43d73d | 379d409d | 977d409d |
Trading data
JPSE | XJR | |
Last sale 10/16/2026 at 1:30 PM | $56.55 | $47.95 |
| Previous close 10/15/2026 | $56.83 | $48.53 |
| 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 | XJR | |
|---|---|---|
| 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 | XJR | |
|---|---|---|
| Last price | $56.55 | $47.95 |
| 1D performance | -0.49% | -1.20% |
| AuM | $565.01 M | $206.28 M |
| E/R | 0.29% | 0.12% |
Characteristics
JPSE | XJR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | JP Morgan Diversified Factor US Small Cap Equity Index | S&P SmallCap 600 Sustainability Screened Index |
| N° of holdings | 554 | 529 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 15, 2016 | September 22, 2020 |
| ESG | No | Yes |
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Exposure
Countries
JPSE
USA
94.34%
Other
5.66%
XJR
USA
101.39%
Other
-1.39%
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%
XJR
Finance
27.85%
Technology
13.41%
Industrials
11.68%
Healthcare
11.5%
Consumer Cyclical.
8.43%
Other
27.12%
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Diversification
JPSE
Total weight of top 15 holdings out of 15
5.67%
XJR
Total weight of top 15 holdings out of 15
11.9%
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%
XJR
BlackRock Cash Funds - Treasury
3.67%
Corcept Therapeutics, Inc.
0.70%
Glaukos Corp.
0.68%
Paycom Software, Inc.
0.64%
Brinker International, Inc.
0.63%
Match Group, Inc.
0.61%
Jackson Financial, Inc.
0.60%
ViaSat, Inc.
0.59%
Protagonist Therapeutics, Inc.
0.58%
CarMax, Inc.
0.56%
Ryman Hospitality Properties, Inc.
0.56%
Eastman Chemical Co.
0.54%
Element Solutions, Inc.
0.52%
FormFactor, Inc.
0.51%
Alkermes Plc
0.51%
Frequently asked questions about JPSE and XJR
How have the JPSE and XJR ETFs performed in 2026?
As of October 16, 2026, JPSE is up 13.67% year-to-date (YTD), while XJR has returned 13.57%. That puts JPSE better performer ahead so far this year.
Which ETF is attracting more investor money: JPSE or XJR?
Year-to-date, the JPSE ETF saw -$8M in flows, compared to +$93M for XJR.
Which ETF is more volatile: JPSE or XJR?
Over the past year, JPSE had a volatility of 14.14%, while XJR experienced 16.41%.
Which ETF is bigger: JPSE or XJR?
As of October 16, 2026, JPSE holds $565.01 M in assets under management (AUM), while XJR manages $206.28 M.
What sectors do the JPSE and XJR ETFs invest in?
JPSE leans toward sectors like Finance, Non-Energy Materials and Healthcare. Meanwhile, XJR focuses on Finance, Technology and Industrials.
What are the top holdings of the JPSE ETF and XJR ETF?
JPSE top holdings include 10X Genomics, Inc., SSR Mining, Inc. and Protagonist Therapeutics, Inc.. XJR holds in its top three: BlackRock Cash Funds - Treasury, Corcept Therapeutics, Inc. and Glaukos Corp..
Which ETF is more diversified: JPSE or XJR?
JPSE holds 554 securities with 5.67% of its assets in the top 15. XJR has 531 securities and a top 15 weight of 11.9%.
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