ESGU vs JMOM: Differences, Returns & Fees
ESGU and JMOM hold 40% of their weight in the same names, and JMOM returned +26.2% over the year. Net assets on Oct 9, 2026: $18.3bn for iShares ESG Aware MSCI USA ETF and $2.8bn for JPMorgan U.S. Momentum Factor ETF.
JMOM costs 0.03 points a year less; their one-year returns differ by 8.9 points; ESGU is 6.5 times larger.
| ESGU | JMOM | |
|---|---|---|
| Expense ratio | 0.15% | 0.12% |
| Net assets | $18.3bn | $2.8bn |
| Total return, 1 year | +17.3% | +26.2% |
| What it tracks | MSCI USA Extended ESG Focus Index | JP Morgan US Momentum Factor Index |
| Holdings in common | 40% | |
| Top ten holdings, share of the fund | 37.8% | 19.1% |
Holdings in common uses holdings dated Oct 9, 2026.
What they hold in common
By the books each fund has filed, ESGU and JMOM hold 40% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.
half
40% in common
On the same fields
ESGU and JMOM on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.
About ESGU
ESGU tracks an index. Over the year to Oct 9, 2026 it returned +17.3% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 269 positions, with the top ten at 37.8%.
About JMOM
JMOM tracks an index. Over the year to Oct 9, 2026 it returned +26.2% with distributions reinvested. The prospectus expense ratio is 0.12% a year. By its holdings published by its issuer for Oct 9, 2026, 77% of the fund by weight is stocks the S&P 500 also holds, across 287 positions, with the top ten at 19.1%.
Questions people ask
- Which returned more over the last year, ESGU or JMOM?
- In the year to Oct 9, 2026, with distributions reinvested, ESGU returned +17.3% and JMOM +26.2%.
- Which is cheaper, ESGU or JMOM?
- JMOM is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, ESGU against JMOM, data as of Oct 9, 2026. https://etfiq.com/compare/any/esgu-vs-jmom
ETFIQ. (Oct 9, 2026). ESGU against JMOM. Retrieved from https://etfiq.com/compare/any/esgu-vs-jmom
[ESGU against JMOM (ETFIQ, Oct 9, 2026)](https://etfiq.com/compare/any/esgu-vs-jmom)
Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.