IWV vs JPUS: holdings overlap, shared companies and scores
As of September 11, 2026, IWV and JPUS overlap 25.1% by weight. iShares Russell 3000 ETF (IWV): U.S. total market index. JPMorgan Diversified Return U.S. Equity ETF (JPUS): U.S. large- and mid-cap equities.
Updated September 11, 2026
How much do IWV and JPUS overlap?
As of September 11, 2026, IWV and JPUS overlap 25.1% by weight.
46% of IWV is already inside JPUS.
100% of JPUS is already inside IWV.
IWV holds 2,569 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 IWV and JPUS?
As of September 11, 2026, ETF Copilot scores IWV 5.2 out of 10 and JPUS 5.5 out of 10.
They differ most on Valuation: IWV 3.0 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 | IWV | JPUS |
|---|---|---|
| Growth | 3.3 | 3.3 |
| Valuation | 3.0 | 6.6 |
| Risk | 4.8 | 8.1 |
| Quality | 8.0 | 5.4 |
| Return | 7.2 | 5.2 |
JPUS is the cheaper of the two at 0.18% a year
As of September 11, 2026, IWV charges 0.20% a year, yields 1.11% and holds $20.5B in assets across 2569 positions.
As of September 11, 2026, JPUS charges 0.18% a year, yields 2.45% and holds $467M in assets across 363 positions.
| Measure | IWV | JPUS |
|---|---|---|
| Expense ratio | 0.20% | 0.18% |
| Dividend yield | 1.11% | 2.45% |
| Assets under management | $20.5B | $467M |
| Holdings | 2569 | 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 IWV and JPUS trade against their own history
IWV trades at 24.7 times earnings, against its own median of 21.1, and is more expensive than 82% 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 IWV and JPUS this week
IWV 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 IWV and JPUS each hold?
What's inside IWV: Tech 43%, Magnificent 7 30%.
34% of IWV 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, “IWV vs JPUS holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwv-vs-jpus
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