Compare · 2 funds side by side · dividends reinvested

JPSV and IWM

JPSVJ.P. Morgan×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,064IWM · best of the two

02 / 04

JPSV and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.18%+20.3%+24.7%+16.1%[…]−9.1%13.6%$29M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: JPSV 2023 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Small Cap Value ETF · $29M[…]

JPSV

IWM

iShares Russell 2000 ETF · $75.8B$13,064

$10,000 five years ago, dividends reinvested · they hold 10.0% in common

JPSVMeasureIWM

+20.3%Year to dateJan 1 → Nov 3+14.4%

+24.7%1 yearTotal return+14.8%

+16.1%3 years · per year$10,000 became $15,634 · $17,832+21.3%

[…]5 years · per year$10,000 became […] · $13,064+5.5%

0.55%Expense ratio$55 · $19 a year on $10k · lower is better0.19%

1.18%Trailing 12-mo yield$118 · $98 a year on $10k0.98%

−9.1%Worst dropSmaller is better−11.1%

13.6%VolatilityLower is calmer18.1%

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

5–2JPSV wins

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

More Ways to See the Pairs

JPSV vs IWM: Top 5 Holdings

Today

JPSV

8.7%in top 5

IWM

in top 51.9%

JPSVStockIWM

1.9%SIGInot top 5

1.7%CONnot top 5

1.7%NSITnot top 5

1.7%MAXnot top 5

1.7%ONBnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.3%

not top 5TWST0.3%

not top 5MOG-A0.3%

Held in common10.0%

End-of-day Nov 3, 2026 · share of each fund

JPSV vs IWM Returns, Every Period

J.P. MorganJPSV

+24.7%

past year

IWMiShares

+14.8%

past year

JPSVIWMFaded: behind in that period

2–1JPSV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JPSV vs IWM

YTD

J.P. MorganJPSV

+20.3%

IWMiShares

+14.4%

+20.3%Year to date+14.4%

−9.1%Worst drop · 1Y−11.1%

13.6%Volatility · 1Y18.1%

1.2%Yield1.0%

$29.2MAssets$75.8B

4–0JPSV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPSV, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

JPSV0.55%$55

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JPSV, IWM

1.18%highest, JPSV

FundTrailing yieldYield$10k

JPSV1.18%$118

IWM0.98%$98

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

JPSV$118 − $55 = $63

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JPSV, IWM

Today

10.0%most shared, JPSV and IWM

JPSVIWM

JPSV—10.0%

IWM10.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.7%JPSV, at 13.6% volatility

JPSVWorst drop−9.1%13.6% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JPSVIWM

+20.3%Year to date+14.4%

1.2%Yield1.0%

+24.7%Past year+14.8%

0.55%Fee0.19%

3–1JPSV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026