ACWI vs JPEF: holdings overlap, shared companies and scores
As of October 9, 2026, ACWI and JPEF overlap 28.5% by weight. iShares MSCI ACWI ETF (ACWI): Large and mid-cap stocks worldwide. JPMorgan Equity Focus ETF (JPEF): U.S. large-cap growth and value stocks.
Updated October 9, 2026
Where ACWI and JPEF trade against their own history
ACWI trades at 21.0 times earnings, against its own median of 18.9, and is more expensive than 66% of its own 115 monthly readings since 2017.
JPEF trades at 23.1 times earnings, against its own median of 25.9, and is cheaper than 80% of its own 40 monthly readings since 2023.
What moved ACWI this week
ACWI rose 0.5% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
What do ACWI and JPEF each hold?
What's inside ACWI: Tech 38%, Magnificent 7 22%.
26% of ACWI is its ten largest holdings.
What's inside JPEF: Tech 44%, Magnificent 7 34%.
46% of JPEF is its ten largest holdings.
How much do ACWI and JPEF overlap? 28.5% by weight
As of October 9, 2026, ACWI and JPEF overlap 28.5% by weight.
29% of ACWI is already inside JPEF.
100% of JPEF is already inside ACWI.
ACWI holds 2,214 companies and JPEF holds 40; 40 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score ACWI and JPEF? 6.4 and 7.1 out of 10
As of October 9, 2026, ETF Copilot scores ACWI 6.4 out of 10 and JPEF 7.1 out of 10.
They differ most on Value: ACWI 2.4 and JPEF 6.8.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | ACWI | JPEF |
|---|---|---|
| Growth | 7.5 | 8.3 |
| Value | 2.4 | 6.8 |
| Risk | 6.8 | 8.3 |
| Quality | 7.6 | 7.5 |
| Return | 6.9 | 5.2 |
ACWI is the cheaper of the two at 0.32% a year
As of October 9, 2026, ACWI charges 0.32% a year, yields 1.40% and holds $33.3B in assets across 2214 positions.
As of October 9, 2026, JPEF charges 0.55% a year, yields 0.64% and holds $2.0B in assets across 40 positions.
| Measure | ACWI | JPEF |
|---|---|---|
| Expense ratio | 0.32% | 0.55% |
| Dividend yield | 1.40% | 0.64% |
| Assets under management | $33.3B | $2.0B |
| Holdings | 2214 | 40 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “ACWI vs JPEF holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/acwi-vs-jpef
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