JPUSvsAIVLETF Comparison
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JPMorgan Diversified Return U.S. Equity ETF (JPUS) belongs to the US Multi-Factor segment. WisdomTree U.S. AI Enhanced Value Fund ETF (AIVL) is part of the US Large Cap Value segment. JPUS's top 3 sector exposures are Finance, Consumer Non-Cyclicals and Healthcare. In contrast, AIVL's top sector exposures are Finance, Industrials and Technology. JPUS is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.38% for AIVL. JPUS is up 12.71% year-to-date (YTD) with +$22M in YTD flows. AIVL performs better with 13.89% YTD performance, and -$15M in YTD flows. Run a side-by-side ETF comparison of JPUS and AIVL 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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JPUS vs AIVL performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPUS AIVL | -4.58%-3.20% | -0.05%+1.60% | +12.71%+13.89% | +14.23%+16.16% | +54.67%+52.21% | +56.48%+50.22% |
| Flows | JPUS AIVL | +$11M-$3M | +$7M-$67K | +$22M-$15M | +$22M-$30M | -$136M-$98M | -$375M-$248M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPUS AIVL | +7.96%+10.13% | +10.24%+11.86% | +12.49%+12.99% | +14.50%+14.81% |
| Max drawdown | JPUS AIVL | -4.98%-4.68% | -6.96%-7.83% | -15.79%-14.35% | -19.14%-19.08% |
| Max drawdown duration | JPUS AIVL | 38d38d | 45d63d | 254d211d | 602d779d |
Trading data
JPUS | AIVL | |
Last sale 9/24/2026 at 2:17 PM | $137.81 | $129.88 |
| Previous close 09/23/2026 | $137.63 | $130.43 |
| Consolidated volume 09/23/2026 | ||
| 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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AIVL
is actively managed and doesn’t replicate an indexJPUS | AIVL | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/24/2026 at 2:17 PM
Live
Closed
JPUS | AIVL | |
|---|---|---|
| Last price | $137.81 | $129.88 |
| 1D performance | +0.13% | -0.42% |
| AuM | $454.10 M | $412.74 M |
| E/R | 0.18% | 0.38% |
Characteristics
JPUS | AIVL | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | J.P. Morgan Asset Management | WisdomTree |
| Benchmark | JP Morgan Diversified Factor US Equity Index | - |
| N° of holdings | 370 | 870 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 29, 2015 | June 16, 2006 |
| ESG | No | No |
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Exposure
Countries
JPUS
USA
95.88%
Other
4.12%
AIVL
USA
94.21%
Other
5.79%
Sectors
JPUS
Finance
19.63%
Consumer Non-Cycl.
13.03%
Healthcare
12.79%
Technology
9.62%
Utilities
9.54%
Non-Energy Materi.
9.03%
Other
26.36%
AIVL
Finance
21.13%
Industrials
16.93%
Technology
13.54%
Healthcare
12.5%
Consumer Non-Cycl.
10.79%
Utilities
8.72%
Other
16.39%
Diversification
JPUS
Total weight of top 15 holdings out of 15
6.53%
AIVL
Total weight of top 15 holdings out of 15
44.77%
Top 15 holdings
Data as of July 31, 2026
JPUS
Marathon Petroleum Corp.
0.47%
Valero Energy Corp.
0.46%
Apple, Inc.
0.46%
Iridium Communications, Inc.
0.46%
Corteva, Inc.
0.45%
Jazz Pharmaceuticals Plc
0.44%
The Bank of New York Mellon Corp.
0.43%
Quest Diagnostics, Inc.
0.43%
Phillips 66
0.42%
Royalty Pharma Plc
0.42%
Welltower, Inc.
0.42%
Darling Ingredients, Inc.
0.42%
Philip Morris International, Inc.
0.42%
TechnipFMC plc
0.42%
Simon Property Group, Inc.
0.42%
AIVL
Bank of America Corp.
4.08%
U.S. Bancorp
3.26%
Intercontinental Exchange, Inc.
3.26%
Medtronic Plc
3.22%
Apple, Inc.
3.07%
Altria Group, Inc.
3.02%
Procter & Gamble Co.
2.95%
Teledyne Technologies, Inc.
2.93%
Nasdaq, Inc.
2.89%
Danaher Corp.
2.88%
NiSource, Inc.
2.82%
Amazon.com, Inc.
2.79%
Fortive Corp.
2.70%
RTX Corp.
2.60%
CenterPoint Energy, Inc.
2.29%
Frequently asked questions about JPUS and AIVL
How have the JPUS and AIVL ETFs performed in 2026?
As of September 23, 2026, JPUS is up 12.71% year-to-date (YTD), while AIVL has returned 13.89%. That puts AIVL better performer ahead so far this year.
Which ETF is attracting more investor money: JPUS or AIVL?
Year-to-date, the JPUS ETF saw +$22M in flows, compared to -$15M for AIVL.
Which ETF is more volatile: JPUS or AIVL?
Over the past year, JPUS had a volatility of 10.24%, while AIVL experienced 11.86%.
Which ETF is bigger: JPUS or AIVL?
As of September 23, 2026, JPUS holds $454.10 M in assets under management (AUM), while AIVL manages $412.74 M.
What sectors do the JPUS and AIVL ETFs invest in?
JPUS leans toward sectors like Finance, Consumer Non-Cyclicals and Healthcare. Meanwhile, AIVL focuses on Finance, Industrials and Technology.
What are the top holdings of the JPUS ETF and AIVL ETF?
JPUS top holdings include Marathon Petroleum Corp., Valero Energy Corp. and Apple, Inc.. AIVL holds in its top three: Bank of America Corp., U.S. Bancorp and Intercontinental Exchange, Inc..
Which ETF is more diversified: JPUS or AIVL?
JPUS holds 370 securities with 6.53% of its assets in the top 15. AIVL has 881 securities and a top 15 weight of 44.77%.
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