PSETvsJMOMETF Comparison
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Principal Quality ETF (PSET) and JPMorgan US Momentum Factor ETF (JMOM) belong to the same industry segment: US Multi-Factor. Both ETFs have the same top 3 sector exposures: Technology, Finance and Industrials. PSET is more expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.12% for JMOM. PSET is up 2.77% year-to-date (YTD) with -$8M in YTD flows. JMOM performs better with 21.81% YTD performance, and +$573M in YTD flows. Run a side-by-side ETF comparison of PSET and JMOM 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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PSET vs JMOM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | PSET JMOM | -4.06%-1.65% | +4.50%+1.11% | +2.77%+21.81% | +2.97%+23.26% | +40.82%+99.21% | +45.45%+90.52% |
| Flows | PSET JMOM | -+$136M | -$2M+$282M | -$8M+$573M | -$26M+$652M | -$25M+$1.57B | -$60M+$1.67B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | PSET JMOM | +11.54%+18.03% | +12.96%+16.86% | +16.49%+17.14% | +17.63%+19.04% |
| Max drawdown | PSET JMOM | -5.49%-8.05% | -12.85%-8.05% | -22.15%-19.32% | -25.48%-28.26% |
| Max drawdown duration | PSET JMOM | 29d45d | 185d45d | 181d125d | 709d804d |
Trading data
PSET | JMOM | |
Last sale 9/11/2026 at 1:30 PM | $78.08 | $82.72 |
| Previous close 09/10/2026 | $77.28 | $81.88 |
| Consolidated volume 09/10/2026 | ||
| 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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PSET
is actively managed and doesn’t replicate an indexPSET | JMOM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
PSET | JMOM | |
|---|---|---|
| Last price | $78.08 | $82.72 |
| 1D performance | +1.04% | +1.03% |
| AuM | $28.11 M | $2.73 B |
| E/R | 0.15% | 0.12% |
Characteristics
PSET | JMOM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Principal Global Investors | J.P. Morgan Asset Management |
| Benchmark | - | JP Morgan US Momentum Factor Index |
| N° of holdings | 72 | 289 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 21, 2016 | November 9, 2017 |
| ESG | No | No |
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Exposure
Countries
PSET
USA
91.89%
Other
8.11%
JMOM
USA
97.1%
Other
2.9%
Sectors
PSET
Technology
38.26%
Finance
16.92%
Industrials
16.68%
Healthcare
11.02%
Other
17.12%
JMOM
Technology
38.42%
Finance
13.04%
Industrials
12.53%
Healthcare
10.29%
Consumer Non-Cycl.
7.56%
Other
18.16%
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Diversification
PSET
Total weight of top 15 holdings out of 15
39.18%
JMOM
Total weight of top 15 holdings out of 15
24.27%
Top 15 holdings
Data as of July 31, 2026
PSET
Apple, Inc.
6.16%
NVIDIA Corp.
6.14%
Microsoft Corp.
3.88%
Alphabet, Inc.
2.84%
Palo Alto Networks, Inc.
2.46%
Applied Materials, Inc.
2.24%
Visa, Inc.
2.20%
Amazon.com, Inc.
2.16%
Mastercard, Inc.
1.91%
NetApp, Inc.
1.84%
GE Aerospace
1.74%
Monolithic Power Systems, Inc.
1.43%
Northern Trust Corp.
1.42%
Eaton Corp. Plc
1.40%
Waters Corp.
1.36%
JMOM
Apple, Inc.
2.22%
Broadcom Inc.
2.05%
Advanced Micro Devices, Inc.
1.98%
NVIDIA Corp.
1.95%
Johnson & Johnson
1.95%
Micron Technology, Inc.
1.88%
Alphabet, Inc.
1.86%
Meta Platforms, Inc.
1.65%
Microsoft Corp.
1.65%
Walmart, Inc.
1.27%
Intel Corp.
1.23%
Caterpillar, Inc.
1.19%
Costco Wholesale Corp.
1.17%
GE Aerospace
1.10%
AbbVie, Inc.
1.10%
Frequently asked questions about PSET and JMOM
How have the PSET and JMOM ETFs performed in 2026?
As of September 11, 2026, PSET is up 2.77% year-to-date (YTD), while JMOM has returned 21.81%. That puts JMOM better performer ahead so far this year.
Which ETF is attracting more investor money: PSET or JMOM?
Year-to-date, the PSET ETF saw -$8M in flows, compared to +$573M for JMOM.
Which ETF is more volatile: PSET or JMOM?
Over the past year, PSET had a volatility of 12.96%, while JMOM experienced 16.86%.
Which ETF is bigger: PSET or JMOM?
As of September 11, 2026, PSET holds $28.11 M in assets under management (AUM), while JMOM manages $2.73 B.
What sectors do the PSET and JMOM ETFs invest in?
PSET leans toward sectors like Technology, Finance and Industrials. Meanwhile, JMOM focuses on Technology, Finance and Industrials.
What are the top holdings of the PSET ETF and JMOM ETF?
PSET top holdings include Apple, Inc., NVIDIA Corp. and Microsoft Corp.. JMOM holds in its top three: Apple, Inc., Broadcom Inc. and Advanced Micro Devices, Inc..
Which ETF is more diversified: PSET or JMOM?
PSET holds 73 securities with 39.18% of its assets in the top 15. JMOM has 289 securities and a top 15 weight of 24.27%.
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