JPSEvsXJRETF Comparison
ETF 1
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
This fund is part of
US Multi-Factor
+0.47%
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 18.98% year-to-date (YTD) with -$8M in YTD flows. XJR performs better with 19.94% YTD performance, and +$88M 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 09/02/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPSE XJR | -1.16%-3.12% | +2.11%+3.20% | +18.98%+19.94% | +22.53%+21.55% | +52.61%+52.33% | +43.54%+35.20% |
| Flows | JPSE XJR | +$2M+$31M | +$4M+$70M | -$8M+$88M | -$12M+$88M | -$8M+$123M | +$251M+$164M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPSE XJR | +12.35%+15.11% | +14.82%+17.07% | +18.42%+20.31% | +19.95%+21.25% |
| Max drawdown | JPSE XJR | -3.91%-5.70% | -7.92%-9.43% | -25.36%-27.00% | -25.51%-27.00% |
| Max drawdown duration | JPSE XJR | 17d29d | 43d62d | 379d409d | 977d409d |
Trading data
JPSE | XJR | |
Last sale 9/2/2026 at 7:59 PM | $59.40 | $51.00 |
| Previous close 09/02/2026 | $58.80 | $50.81 |
| Consolidated volume 09/02/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 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 9/2/2026 at 7:59 PM
Live
Closed
JPSE | XJR | |
|---|---|---|
| Last price | $59.40 | $51.00 |
| 1D performance | +1.02% | +0.38% |
| AuM | $594.03 M | $213.39 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 | 531 |
| 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
94.37%
Other
5.63%
XJR
USA
100.12%
Other
-0.12%
Sectors
JPSE
Finance
26.24%
Non-Energy Materi.
11.54%
Healthcare
10.27%
Technology
10.17%
Consumer Non-Cycl.
9.79%
Energy
8.74%
Other
23.25%
XJR
Finance
28.06%
Technology
13.46%
Industrials
11.57%
Healthcare
11.25%
Consumer Cyclical.
8.62%
Other
27.03%
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Diversification
JPSE
Total weight of top 15 holdings out of 15
5.41%
XJR
Total weight of top 15 holdings out of 15
10.81%
Top 15 holdings
Data as of July 31, 2026
JPSE
Enova International, Inc.
0.41%
UTZ Brands, Inc.
0.40%
Par Pacific Holdings, Inc.
0.39%
Protagonist Therapeutics, Inc.
0.38%
Compass, Inc. (New York)
0.38%
Ligand Pharmaceuticals, Inc.
0.36%
CareTrust REIT, Inc.
0.35%
BrightSpring Health Services, Inc.
0.35%
LXP Industrial Trust
0.35%
Arcosa, Inc.
0.35%
Sabra Health Care REIT, Inc.
0.34%
International Seaways, Inc.
0.34%
ViaSat, Inc.
0.34%
Terreno Realty Corp.
0.33%
Ryman Hospitality Properties, Inc.
0.33%
XJR
BlackRock Cash Funds - Treasury
2.88%
Corcept Therapeutics, Inc.
0.72%
ViaSat, Inc.
0.67%
Glaukos Corp.
0.63%
Match Group, Inc.
0.58%
Brinker International, Inc.
0.57%
Jackson Financial, Inc.
0.54%
Ryman Hospitality Properties, Inc.
0.54%
Protagonist Therapeutics, Inc.
0.53%
Alkermes Plc
0.53%
CarMax, Inc.
0.53%
FormFactor, Inc.
0.52%
StoneX Group, Inc.
0.52%
Element Solutions, Inc.
0.52%
Argan, Inc.
0.51%
Frequently asked questions about JPSE and XJR
How have the JPSE and XJR ETFs performed in 2026?
As of September 2, 2026, JPSE is up 18.98% year-to-date (YTD), while XJR has returned 19.94%. That puts XJR 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 +$88M for XJR.
Which ETF is more volatile: JPSE or XJR?
Over the past year, JPSE had a volatility of 14.82%, while XJR experienced 17.07%.
Which ETF is bigger: JPSE or XJR?
As of September 2, 2026, JPSE holds $594.03 M in assets under management (AUM), while XJR manages $213.39 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 Enova International, Inc., UTZ Brands, Inc. and Par Pacific Holdings, Inc.. XJR holds in its top three: BlackRock Cash Funds - Treasury, Corcept Therapeutics, Inc. and ViaSat, Inc..
Which ETF is more diversified: JPSE or XJR?
JPSE holds 554 securities with 5.41% of its assets in the top 15. XJR has 533 securities and a top 15 weight of 10.81%.
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