JPSVvsIWNETF Comparison
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JPMorgan Active Small Cap Value ETF (JPSV) and iShares Russell 2000 Value ETF (IWN) belong to the same industry segment: US Small Cap Value. JPSV's top 3 sector exposures are Finance, Technology and Non-Energy Materials. In contrast, IWN's top sector exposures are Finance, Technology and Healthcare. JPSV is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.24% for IWN. JPSV is up 21.13% year-to-date (YTD) with -$289K in YTD flows. IWN performs better with 24.35% YTD performance, and -$507M in YTD flows. Run a side-by-side ETF comparison of JPSV and IWN 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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JPSV vs IWN performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPSV IWN | +5.57%+3.68% | +12.89%+11.11% | +21.13%+24.35% | +24.33%+40.13% | +44.98%+62.73% | n/a+57.72% |
| Flows | JPSV IWN | +$343K-$184M | -$292K+$153M | -$289K-$507M | -$1M-$405M | +$10M-$2.44B | --$5.36B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPSV IWN | +13.37%+15.98% | +15.18%+17.77% | +17.62%+20.59% | n/a+21.58% |
| Max drawdown | JPSV IWN | -2.57%-3.99% | -8.88%-8.56% | -22.76%-26.60% | n/a-26.60% |
| Max drawdown duration | JPSV IWN | 11d16d | 67d60d | 437d296d | n/a296d |
Trading data
JPSV | IWN | |
Last sale 7/17/2026 at 1:30 PM | $70.13 | $222.34 |
| Previous close 07/16/2026 | $70.13 | $224.18 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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JPSV
is actively managed and doesn’t replicate an indexJPSV | IWN | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
JPSV | IWN | |
|---|---|---|
| Last price | $70.13 | $222.34 |
| 1D performance | -0.01% | -0.82% |
| AuM | $27.73 M | $14.55 B |
| E/R | 0.55% | 0.24% |
Characteristics
JPSV | IWN | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | - | Russell 2000 Value Index |
| N° of holdings | 108 | 1375 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 7, 2023 | July 24, 2000 |
| ESG | No | No |
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Exposure
Countries
JPSV
USA
97.32%
Other
2.68%
IWN
USA
94.73%
Other
5.27%
Sectors
JPSV
Finance
34.96%
Technology
11.71%
Non-Energy Materi.
8.87%
Industrials
8.84%
Healthcare
7.42%
Other
28.21%
IWN
Finance
33.93%
Technology
10.59%
Healthcare
10.06%
Industrials
9.21%
Energy
8.14%
Consumer Cyclical.
7.1%
Other
20.98%
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Diversification
JPSV
Total weight of top 15 holdings out of 15
23.51%
IWN
Total weight of top 15 holdings out of 15
9.41%
Top 15 holdings
Data as of May 31, 2026
JPSV
Insight Enterprises, Inc.
2.24%
Sanmina Corp.
1.80%
ScanSource, Inc.
1.70%
Stagwell, Inc.
1.69%
Old National Bancorp
1.69%
Cars.com, Inc.
1.68%
LivaNova Plc
1.56%
MediaAlpha, Inc.
1.55%
John Wiley & Sons, Inc.
1.53%
Selective Insurance Group, Inc.
1.43%
Provident Financial Services, Inc.
1.40%
QCR Holdings, Inc.
1.34%
H.B. Fuller Co.
1.32%
Ingram Micro Holding Corp.
1.30%
Ralliant Corp.
1.27%
IWN
TTM Technologies, Inc.
1.10%
EchoStar Corp.
1.08%
Hut 8 Corp.
0.76%
ViaSat, Inc.
0.62%
Coeur Mining, Inc.
0.61%
Riot Platforms, Inc.
0.59%
Cytokinetics, Inc.
0.55%
UMB Financial Corp.
0.54%
Hecla Mining Co.
0.53%
Commercial Metals Co.
0.53%
Ormat Technologies, Inc.
0.52%
Praxis Precision Medicines, Inc.
0.51%
CareTrust REIT, Inc.
0.51%
EnerSys
0.49%
Cipher Digital, Inc.
0.48%
Frequently asked questions about JPSV and IWN
How have the JPSV and IWN ETFs performed in 2026?
As of July 16, 2026, JPSV is up 21.13% year-to-date (YTD), while IWN has returned 24.35%. That puts IWN better performer ahead so far this year.
Which ETF is attracting more investor money: JPSV or IWN?
Year-to-date, the JPSV ETF saw -$289K in flows, compared to -$507M for IWN.
Which ETF is more volatile: JPSV or IWN?
Over the past year, JPSV had a volatility of 15.18%, while IWN experienced 17.77%.
Which ETF is bigger: JPSV or IWN?
As of July 16, 2026, JPSV holds $27.73 M in assets under management (AUM), while IWN manages $14.55 B.
What sectors do the JPSV and IWN ETFs invest in?
JPSV leans toward sectors like Finance, Technology and Non-Energy Materials. Meanwhile, IWN focuses on Finance, Technology and Healthcare.
What are the top holdings of the JPSV ETF and IWN ETF?
JPSV top holdings include Insight Enterprises, Inc., Sanmina Corp. and ScanSource, Inc.. IWN holds in its top three: TTM Technologies, Inc., EchoStar Corp. and Hut 8 Corp..
Which ETF is more diversified: JPSV or IWN?
JPSV holds 108 securities with 23.51% of its assets in the top 15. IWN has 1382 securities and a top 15 weight of 9.41%.
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