JPME vs IWR

AJPME

BIWR

Measures won4–2JPME wins · of 6 · 5Y

$10,000 · 5Y$14,696JPME · IWR $13,924

Lowest cost0.18%IWR · $18 on $10k

Most income1.80%JPME · $180 on $10k

Smallest drop−7.5%JPME · worst fall in 1Y

Held in common42.6%JPME and IWR

JPME

IWR

JPMorgan Diversified Return U.S. Mid Cap Equity ETF · $487MiShares Russell Mid-Cap ETF · $56.9B

+17.3%3 years · per year$16,137 · $16,955+19.2%

+8.0%5 years · per year$14,696 · $13,924+6.8%

0.24%Expense ratio$24 · $18 on $10k · lower wins0.18%

1.80%12-mo yield$180 · $118 on $10k1.18%

−7.5%Worst dropSmaller wins−8.2%

11.5%VolatilityLower wins13.8%

4–2JPME wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPME · IWR

0.6%KMB0.5%

0.5%GWW0.5%

0.4%CAH0.5%

0.4%SPG0.5%

Held in common42.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AJPME	JPMorgan Diversified Return U.S. Mid Cap Equity ETFRead Desk		0.24%	1.80%	−0.3%	+15.0%	+17.8%	+17.3%	+8.0%	−7.5%	$487M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AJPME	JPMorgan Diversified Return U.S. Mid Cap Equity ETFRead Desk		0.24%	1.80%	−0.3%	+15.0%	+17.8%	+17.3%	+8.0%	−7.5%	$487M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JPME vs IWR

JPME

JPMorgan Diversified Return U.S. Mid Cap Equity

$14,696

IWR

iShares Russell Mid-Cap

$13,924

MeasureJPMEIWR

Fee0.24%0.18%

Cost on $10k a year$24$18

Yield1.80%1.18%

5 years, per year+8.0%+6.8%

3 years, per year+17.3%+19.2%

Worst drop · 1Y−7.5%−8.2%

Volatility · 1Y11.5%13.8%

4–2measures won
JPME first

42.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JPME, IWR

Today

42.6%most shared, JPME and IWR

JPMEIWR

JPME—42.6%

IWR42.6%—

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

Income After Fees on $10,000

$156most kept, JPME

JPME$180 − $24 = $156

IWR$118 − $18 = $100

KeptFee

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