IJR vs JPSV
YTDYear to date
JPSV wins+5.4 pts
Past year
JPSV wins+5.9 pts
Fee
IJR winslower fee
Yield
Level
AUM
IJR3715.6× more
2–1JPSV wins
IJR and JPSV · year-to-date · as of Nov 5, 2026 · AUM not scored
JPSV vs S&P 500
MAX$70.03 · −2.3% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return−2.3%+7.0%−2.1%+20.7%+25.4%+54.9%—+44.9%
Peer average−3.4%+0.2%−6.2%+14.3%+18.0%+65.3%+34.8%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
J.P. Morgan JPSV and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
JPSV’s Holdings
TodayCONConcentra Group1.9%NSIT1.9%ONB1.7%SIGI1.6%LIVN1.6%EHC1.5%CARS1.5%MAX1.5%SSB1.4%AVNT1.4%WSFS1.3%GHC1.3%CRSR1.3%PFS1.3%CAC1.3%ENSG1.3%STGW1.3%QCRH1.3%SFNC1.3%MHO1.2%ASB1.2%WSBC1.2%
CONConcentra Group1.9%NSIT1.9%ONB1.7%SIGI1.6%LIVN1.6%EHC1.5%CARS1.5%MAX1.5%SSB1.4%AVNT1.4%WSFS1.3%GHC1.3%
Financial ServicesConsumer CyclicalIndustrialsHealthcareOther
J.P. Morgan JPSV · 117 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
All 111 Small Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJR | Core S&P Small-CapReadDesk | 0.06% | 1.2% | +15.4% | +15.4% | $108B | |
| 2 | IWM | Russell 2000ReadDesk | 0.19% | 1.0% | +10.8% | +10.8% | $77.4B | |
| 3 | VB | Morningstar Small-CapReadDesk | 0.03% | 1.3% | +11.2% | +11.2% | $76.9B | |
| 4 | DFAS | Dimensional - US Small CapReadDesk | 0.30% | 1.0% | +12.6% | +12.6% | $35.2B | |
| 5 | VBR | Morningstar Small-Cap ValueReadDesk | 0.05% | 1.8% | +15.9% | +15.9% | $35.1B | |
| 6 | AVUV | Avantis U.S. Small Cap ValueReadDesk | 0.25% | 1.3% | +19.4% | +19.4% | $32.3B | |
| 7 | DFSV | U.S. Small Cap Value Portfolio ClassReadDesk | 0.31% | 1.4% | +18.4% | +18.4% | $28.3B | |
| 8 | VBK | Morningstar Small-Cap GrowthReadDesk | 0.05% | 0.4% | +5.0% | +5.0% | $22.8B | |
| 9 | SCHA | U.S. Small-CapReadDesk | 0.03% | 1.1% | +13.7% | +13.7% | $22.4B | |
| 10 | VTWO | Russell 2000ReadDesk | 0.06% | 1.2% | +11.0% | +11.0% | $16.6B | |
| 11 | SPSM | State Street SPDR Portfolio S&P 600 Small CapReadDesk | 0.03% | 1.5% | +15.4% | +15.4% | $16.1B | |
| 12 | IWN | Russell 2000 ValueReadDesk | 0.24% | 1.5% | +17.7% | +17.7% | $14.3B | |
| 13 | IWO | Russell 2000 GrowthReadDesk | 0.24% | 0.5% | +10.7% | +10.7% | $14.1B | |
| 14 | IJS | S&P Small-Cap 600 ValueReadDesk | 0.18% | 1.4% | +16.2% | +16.2% | $7.8B | |
| 15 | IJT | S&P Small-Cap 600 GrowthReadDesk | 0.18% | 0.8% | +14.0% | +14.0% | $7.5B | |
| 16 | FESM | Fidelity Enhanced Small CapReadDesk | 0.28% | 0.9% | +17.6% | +17.6% | $6.4B |
1–16 of 111Page 1 of 7
Small Cap · current AUM · as of Nov 5, 2026
JPSV Payouts by Year
3YLatest payout, Dec 2025
$0.82
a share · once a year
1.2% yield
1.2% yield
3 years added up
$2.12 a share
$2.12 a share
J.P. Morgan JPSV · per-share distributions by ex-date · 2023–2025
JPSV’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJR | iShares Core S&P Small-Cap ETFReadVersus | 0.06% | 1.2% | −3.8% | +15.4% | +19.4% | $108B | |
| 2 | IWM | iShares Russell 2000 ETFReadVersus | 0.19% | 1.0% | −4.6% | +10.8% | +13.5% | $77.4B | |
| 3 | VB | Vanguard Morningstar Small-Cap ETFReadVersus | 0.03% | 1.3% | −4.0% | +11.2% | +14.6% | $76.9B | |
| 4 | DFAS | Dimensional - US Small Cap ETFReadVersus | 0.30% | 1.0% | −3.8% | +12.6% | +17.3% | $35.2B | |
| 5 | VBR | Vanguard Morningstar Small-Cap Value ETFReadVersus | 0.05% | 1.8% | −2.9% | +15.9% | +20.7% | $35.1B | |
| 6 | JPSV | JPMorgan Active Small Cap Value ETFThis fund | 0.55% | 1.2% | −2.3% | +20.7% | +25.4% | $29.0M |
#13 of 97 this year · #76 cheapest of 111 · sorted by assetsOpen the US Stock Styles table →
JPSV and its peer group · total return · as of Nov 6, 2026
Cards for This View
JPSV’s Top 10 Holdings
Today15.8%of JPSV sits in these 10
J.P. Morgan JPSV · weight in the fund · as of Nov 6, 2026
JPSV’s Holdings
TodayCONConcentra Group1.9%NSIT1.9%ONB1.7%SIGI1.6%LIVN1.6%EHC1.5%CARS1.5%MAX1.5%SSB1.4%AVNT1.4%WSFS1.3%GHC1.3%CRSR1.3%PFS1.3%CAC1.3%ENSG1.3%STGW1.3%QCRH1.3%SFNC1.3%MHO1.2%ASB1.2%WSBC1.2%
CONConcentra Group1.9%NSIT1.9%ONB1.7%SIGI1.6%LIVN1.6%EHC1.5%CARS1.5%MAX1.5%SSB1.4%AVNT1.4%WSFS1.3%GHC1.3%
Financial ServicesConsumer CyclicalIndustrialsHealthcareOther
J.P. Morgan JPSV · 117 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
JPSV vs Peer Average
YTDJPSVAvsBPeer average
1D−2.3%−3.4%
1M+7.0%+0.2%
3M−2.1%−6.2%
YTD+20.7%+14.3%
1Y+25.4%+18.0%
3Y+54.9%+65.3%
5Y[…]+34.8%
5–1JPSV wins
110 Small cap peers · each row scaled to its leader