Compare · 2 funds side by side · dividends reinvested

JPSE and IWF

JPSEJ.P. Morgan×IWFiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

JPSE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.29%1.47%+13.0%+14.6%+16.2%+6.1%−8.0%14.7%$583M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: JPSE 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Small Cap Equity ETF · $583M$13,477

JPSE

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JPSEMeasureIWF

+13.0%Year to dateJan 1 → Nov 6−5.3%

+14.6%1 yearTotal return−6.5%

+16.2%3 years · per year$10,000 became $15,694 · $17,022+19.4%

+6.1%5 years · per year$10,000 became $13,477 · $15,442+9.1%

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

1.47%Trailing 12-mo yield$147 · $39 a year on $10k0.39%

−8.0%Worst dropSmaller is better−14.6%

14.7%VolatilityLower is calmer19.4%

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

5–3JPSE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JPSE vs IWF: Top 5 Holdings

Today

JPSE

1.9%in top 5

IWF

in top 539.8%

JPSEStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.4%SIGnot top 5

0.4%YOUnot top 5

0.4%DRHnot top 5

0.4%APLEnot top 5

0.4%NWEnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

JPSE vs IWF Returns, Every Period

J.P. MorganJPSE

+6.1%

5 years, per year

IWFiShares

+9.1%

5 years, per year

JPSEIWFFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JPSE vs IWF

YTD

J.P. MorganJPSE

+13.0%

IWFiShares

−5.3%

+13.0%Year to date−5.3%

−8.0%Worst drop · 1Y−14.6%

14.7%Volatility · 1Y19.4%

1.5%Yield0.4%

$583MAssets$113B

4–0JPSE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPSE, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JPSE0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JPSE, IWF

1.47%highest, JPSE

FundTrailing yieldYield$10k

JPSE1.47%$147

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, JPSE

JPSE$147 − $29 = $118

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JPSE, IWF

Today

0.0%most shared, JPSE and IWF

JPSEIWF

JPSE—0.0%

IWF0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.6%JPSE, at 14.7% volatility

JPSEWorst drop−8.0%14.7% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JPSEIWF

+13.0%Year to date−5.3%

1.5%Yield0.4%

+14.6%Past year−6.5%

0.29%Fee0.18%

3–1JPSE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026