IWB vs JPME: holdings overlap, shared companies and scores
As of October 9, 2026, IWB and JPME overlap 8.4% by weight. iShares Russell 1000 ETF (IWB): Russell 1000 index. JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME): U.S. mid-cap stocks.
Updated October 9, 2026
Where IWB and JPME trade against their own history
IWB trades at 24.4 times earnings, against its own median of 22.4, and is more expensive than 63% of its own 115 monthly readings since 2017.
JPME trades at 16.9 times earnings, against its own median of 18.3, and is cheaper than 68% of its own 115 monthly readings since 2017.
What moved IWB this week
IWB rose 1.2% 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 IWB and JPME each hold?
What's inside IWB: Tech 44%, Magnificent 7 32%.
37% of IWB is its ten largest holdings.
What's inside JPME: Tech 10%, Semiconductors 2%.
5% of JPME is its ten largest holdings.
How much do IWB and JPME overlap? 8.4% by weight
As of October 9, 2026, IWB and JPME overlap 8.4% by weight.
8% of IWB is already inside JPME.
100% of JPME is already inside IWB.
IWB holds 1,023 companies and JPME holds 341; 339 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 IWB and JPME? 6.7 and 4.9 out of 10
As of October 9, 2026, ETF Copilot scores IWB 6.7 out of 10 and JPME 4.9 out of 10.
They differ most on Growth: IWB 7.3 and JPME 1.5.
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 | IWB | JPME |
|---|---|---|
| Growth | 7.3 | 1.5 |
| Value | 3.1 | 8.1 |
| Risk | 6.6 | 8.4 |
| Quality | 8.1 | 3.7 |
| Return | 7.8 | 4.5 |
IWB is the cheaper of the two at 0.15% a year
As of October 9, 2026, IWB charges 0.15% a year, yields 0.90% and holds $49.6B in assets across 1023 positions.
As of October 9, 2026, JPME charges 0.24% a year, yields 1.82% and holds $468M in assets across 341 positions.
| Measure | IWB | JPME |
|---|---|---|
| Expense ratio | 0.15% | 0.24% |
| Dividend yield | 0.90% | 1.82% |
| Assets under management | $49.6B | $468M |
| Holdings | 1023 | 341 |
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, “IWB vs JPME holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwb-vs-jpme
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