IWM vs JPSE: holdings overlap, shared companies and scores
As of October 9, 2026, IWM and JPSE overlap 43.9% by weight. iShares Russell 2000 ETF (IWM): Russell 2000 index. JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE): U.S. small-cap equities.
Updated October 9, 2026
Where IWM and JPSE trade against their own history
IWM trades at 16.7 times earnings, against its own median of 17.1, and is cheaper than 60% of its own last 9 years.
JPSE trades at 15.9 times earnings, against its own median of 16.5, and is cheaper than 60% of its own last 9 years.
What moved IWM this week
IWM fell 0.9% in the week to October 9, 2026. The holdings that moved it most were Twist Bioscience (−15.3%), 10X Genomics (−13.7%) and AXT (−20.3%); Vaxcyte (+26.4%) pushed the other way.
What do IWM and JPSE each hold?
What's inside IWM: Tech 15%, Semiconductors 3%.
3% of IWM is its ten largest holdings.
What's inside JPSE: Tech 12%, Semiconductors 2%.
4% of JPSE is its ten largest holdings.
How much do IWM and JPSE overlap? 43.9% by weight
As of October 9, 2026, IWM and JPSE overlap 43.9% by weight.
46% of IWM is already inside JPSE.
99% of JPSE is already inside IWM.
IWM holds 1,975 companies and JPSE holds 538; 531 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 IWM and JPSE? 3.5 and 3.4 out of 10
As of October 9, 2026, ETF Copilot scores IWM 3.5 out of 10 and JPSE 3.4 out of 10.
They differ most on Risk: IWM 2.6 and JPSE 4.6.
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 | IWM | JPSE |
|---|---|---|
| Growth | 3.0 | 1.3 |
| Value | 7.4 | 7.3 |
| Risk | 2.6 | 4.6 |
| Quality | 0.5 | 1.5 |
| Return | 4.0 | 3.4 |
IWM is the cheaper of the two at 0.19% a year
As of October 9, 2026, IWM charges 0.19% a year, yields 0.97% and holds $78.2B in assets across 1975 positions.
As of October 9, 2026, JPSE charges 0.29% a year, yields 1.42% and holds $568M in assets across 538 positions.
| Measure | IWM | JPSE |
|---|---|---|
| Expense ratio | 0.19% | 0.29% |
| Dividend yield | 0.97% | 1.42% |
| Assets under management | $78.2B | $568M |
| Holdings | 1975 | 538 |
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, “IWM vs JPSE holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwm-vs-jpse
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