IWB vs JPUS: holdings overlap, shared companies and scores
As of September 11, 2026, IWB and JPUS overlap 25.8% by weight. iShares Russell 1000 ETF (IWB): Russell 1000 index. JPMorgan Diversified Return U.S. Equity ETF (JPUS): U.S. large- and mid-cap equities.
Updated September 11, 2026
How much do IWB and JPUS overlap?
As of September 11, 2026, IWB and JPUS overlap 25.8% by weight.
48% of IWB is already inside JPUS.
100% of JPUS is already inside IWB.
IWB holds 1,020 companies and JPUS holds 363; 362 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 JPUS?
As of September 11, 2026, ETF Copilot scores IWB 5.3 out of 10 and JPUS 5.5 out of 10.
They differ most on Valuation: IWB 2.8 and JPUS 6.6.
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 | JPUS |
|---|---|---|
| Growth | 3.2 | 3.3 |
| Valuation | 2.8 | 6.6 |
| Risk | 4.9 | 8.1 |
| Quality | 8.2 | 5.4 |
| Return | 7.4 | 5.2 |
IWB is the cheaper of the two at 0.15% a year
As of September 11, 2026, IWB charges 0.15% a year, yields 1.10% and holds $49.4B in assets across 1020 positions.
As of September 11, 2026, JPUS charges 0.18% a year, yields 2.45% and holds $467M in assets across 363 positions.
| Measure | IWB | JPUS |
|---|---|---|
| Expense ratio | 0.15% | 0.18% |
| Dividend yield | 1.10% | 2.45% |
| Assets under management | $49.4B | $467M |
| Holdings | 1020 | 363 |
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.
Where IWB and JPUS trade against their own history
IWB trades at 25.0 times earnings, against its own median of 21.3, and is more expensive than 83% of its own 114 monthly readings since 2017.
JPUS trades at 18.5 times earnings, against its own median of 18.1, and is more expensive than 64% of its own 114 monthly readings since 2017.
What moved IWB and JPUS this week
IWB fell 1.2% in the week to September 11, 2026. The holdings that moved it most were Nvidia (−4.4%), Microsoft (−2.8%) and Eli Lilly (−3.8%); Advanced Micro Devices (+13.1%) pushed the other way.
JPUS fell 1.5% in the week to September 11, 2026. The holdings that moved it most were Amgen (−15.0%), Casey S General Stores (−18.8%) and Celsius (−13.9%); Skyworks Solutions (+23.6%) pushed the other way.
What do IWB and JPUS each hold?
What's inside IWB: Tech 44%, Magnificent 7 31%.
35% of IWB is its ten largest holdings.
What's inside JPUS: Tech 11%, Semiconductors 3%.
5% of JPUS is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “IWB vs JPUS holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwb-vs-jpus
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