Compare · 2 funds side by side · dividends reinvested

JPUS and IWB

JPUSJ.P. Morgan×IWBiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

JPUS and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Equity ETFUS Stock Styles · Large cap0.18%1.97%+18.0%+21.5%+19.4%+10.0%−6.9%10.1%$468M1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: JPUS 2015 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Equity ETF · $468M$16,076

JPUS

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 25.6% in common

JPUSMeasureIWB

+18.0%Year to dateJan 1 → Nov 4+13.0%

+21.5%1 yearTotal return+13.2%

+19.4%3 years · per year$10,000 became $17,021 · $19,023+23.9%

+10.0%5 years · per year$10,000 became $16,076 · $17,459+11.8%

0.18%Expense ratio$18 · $15 a year on $10k · lower is better0.15%

1.97%Trailing 12-mo yield$197 · $91 a year on $10k0.91%

−6.9%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer12.9%

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

5–3JPUS wins

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

More Ways to See the Pairs

JPUS vs IWB: Top 5 Holdings

Today

JPUS

2.3%in top 5

IWB

in top 525.2%

JPUSStockIWB

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

0.5%EXELnot top 5

0.5%HSTnot top 5

0.5%PMnot top 5

0.5%UTHRnot top 5

0.5%XOMnot top 5

Held in common25.6%

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

JPUS vs IWB Returns, Every Period

J.P. MorganJPUS

+10.0%

5 years, per year

IWBiShares

+11.8%

5 years, per year

JPUSIWBFaded: behind in that period

2–2Level

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

JPUS vs IWB

YTD

J.P. MorganJPUS

+18.0%

IWBiShares

+13.0%

+18.0%Year to date+13.0%

−6.9%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y12.9%

2.0%Yield0.9%

$468MAssets$47.8B

4–0JPUS wins

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

Cost, Income and Risk

Fees: JPUS, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

JPUS0.18%$18

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

Yields: JPUS, IWB

1.97%highest, JPUS

FundTrailing yieldYield$10k

JPUS1.97%$197

IWB0.91%$91

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

Income After Fees on $10,000

$179most kept, JPUS

JPUS$197 − $18 = $179

IWB$91 − $15 = $76

KeptFee

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

Overlap: JPUS, IWB

Today

25.6%most shared, JPUS and IWB

JPUSIWB

JPUS—25.6%

IWB25.6%—

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

Return vs Bumpiness: 2 ETFs

+21.5%JPUS, at 10.1% volatility

JPUSWorst drop−6.9%10.1% vol

IWBWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

JPUSIWB

+18.0%Year to date+13.0%

2.0%Yield0.9%

+21.5%Past year+13.2%

0.18%Fee0.15%

3–1JPUS 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