Compare · 2 funds side by side · dividends reinvested

JPME and IWR

JPMEJ.P. Morgan×IWRiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,269JPME · best of the two

02 / 04

JPME and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.24%1.75%+17.9%+21.3%+18.9%+8.8%−7.5%11.2%$496M1.3

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JPME 2016 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Mid Cap Equity ETF · $496M$15,269

JPME

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 42.0% in common

JPMEMeasureIWR

+17.9%Year to dateJan 1 → Nov 4+16.9%

+21.3%1 yearTotal return+18.2%

+18.9%3 years · per year$10,000 became $16,810 · $17,790+21.2%

+8.8%5 years · per year$10,000 became $15,269 · $14,596+7.9%

0.24%Expense ratio$24 · $18 a year on $10k · lower is better0.18%

1.75%Trailing 12-mo yield$175 · $114 a year on $10k1.14%

−7.5%Worst dropSmaller is better−8.2%

11.2%VolatilityLower is calmer13.4%

JPMEIWR Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2JPME wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JPME vs IWR: Top 5 Holdings

Today

JPME

2.8%in top 5

IWR

in top 53.7%

JPMEStockIWR

not top 5MPC0.9%

not top 5PSX0.8%

0.7%SWKSnot top 5

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

0.6%KMBnot top 5

0.5%RVTYnot top 5

0.5%EXELnot top 5

0.5%HSTnot top 5

Held in common42.0%

End-of-day Nov 4, 2026 · share of each fund

JPME vs IWR Returns, Every Period

J.P. MorganJPME

+8.8%

5 years, per year

IWRiShares

+7.9%

5 years, per year

JPMEIWRFaded: behind in that period

3–1JPME wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JPME vs IWR

YTD

J.P. MorganJPME

+17.9%

IWRiShares

+16.9%

+17.9%Year to date+16.9%

−7.5%Worst drop · 1Y−8.2%

11.2%Volatility · 1Y13.4%

1.8%Yield1.1%

$496MAssets$58.2B

4–0JPME wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPME, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

JPME0.24%$24

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JPME, IWR

1.75%highest, JPME

FundTrailing yieldYield$10k

JPME1.75%$175

IWR1.14%$114

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$151most kept, JPME

JPME$175 − $24 = $151

IWR$114 − $18 = $96

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JPME, IWR

Today

42.0%most shared, JPME and IWR

JPMEIWR

JPME—42.0%

IWR42.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.3%JPME, at 11.2% volatility

JPMEWorst drop−7.5%11.2% vol

IWRWorst drop−8.2%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JPMEIWR

+17.9%Year to date+16.9%

1.8%Yield1.1%

+21.3%Past year+18.2%

0.24%Fee0.18%

3–1JPME wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026