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IWB vs JPEF: Differences, Returns & Fees

IWB and JPEF hold 40% of their weight in the same names, and IWB returned +16.6% over the year. Net assets on Oct 9, 2026: $49.6bn for iShares Russell 1000 ETF and $2.1bn for JPMorgan Equity Focus ETF.

IWB costs 0.29 points a year less; their one-year returns differ by 4.2 points; IWB is far larger, $49.6bn against $2.1bn.

IWB vs JPEF: Differences, Returns & Fees
IWBJPEF
Expense ratio0.15%0.44%
Net assets$49.6bn$2.1bn
Total return, 1 year+16.6%+12.4%
What it tracksRussell 1000 IndexNo index, actively managed
Holdings in common40%
Top ten holdings, share of the fund36.1%45.6%

Holdings in common uses holdings dated Oct 9, 2026.

+16.6%
IWB total return, 1 year
+12.4%
JPEF total return, 1 year
0.15%
IWB expense ratio
0.44%
JPEF expense ratio

What they hold in common

By the books each fund has filed, IWB and JPEF 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

Positions both hold, largest shared weight first
Holding IWB JPEF
NVIDIA 7.44% 9.40%
APPLE 6.77% 5.61%
MICROSOFT 5.53% 5.14%
AMAZON.COM INC 3.54% 4.62%
BROADCOM INC 2.34% 2.82%
ALPHABET CLASS C 2.30% 6.31%
META PLATFORMS CLASS A 2.20% 2.12%
MICRON TECHNOLOGY 1.61% 2.31%
ADVANCED MICRO DEVICES 1.38% 2.66%
BERKSHIRE HATHAWAY INC CLASS B 1.34% 2.45%
EXXONMOBIL HOLDINGS CORP 0.97% 2.60%
JOHNSON & JOHNSON 0.88% 3.12%
Only in IWB
ALPHABET CLASS A 2.85%
TESLA INC 1.56%
ELI LILLY 1.31%
JPMORGAN CHASE & CO 1.24%
VISA CLASS A 0.91%
ABBVIE 0.68%
WALMART 0.68%
INTEL CORPORATION 0.67%
Only in JPEF
CANADIAN PACIFIC KANSAS CITY LTD 1.70%

Check overlap with more funds →

On the same fields

IWB
iShares Russell 1000 ETF
JPEF
JPMorgan Equity Focus ETF
Where it sits Stock ETF Stock ETF
Issuer iShares JPMorgan
What it is Tracks the Russell 1000 Actively managed
Total return, 1 year +16.6% +12.4%
Its benchmark over the same days +16.8% (VONE) +17.3% (VOO)
Gap to its benchmark −0.1 pts vs VONE −4.9 pts vs VOO
Expense ratio 0.15% 0.44%
Already in the S&P 500 91.7% 93.7%
Holdings 1025 40
Net assets $49.6bn $2.1bn

IWB and JPEF on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About IWB

IWB tracks the Russell 1000. Over the year to Oct 9, 2026 it returned +16.6% with distributions reinvested, against +16.8% for its benchmark, the Russell 1000 Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 36.1%.

About JPEF

JPEF is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +12.4% with distributions reinvested, against +17.3% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.44% a year. By its holdings published by its issuer for Oct 9, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 40 positions, with the top ten at 45.6%.

Questions people ask

Which returned more over the last year, IWB or JPEF?
In the year to Oct 9, 2026, with distributions reinvested, IWB returned +16.6% and JPEF +12.4%.
Which is cheaper, IWB or JPEF?
IWB is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWB and JPEF overlap with the S&P 500?
By their latest filed holdings, 92% of IWB and 94% of JPEF by weight is stocks the S&P 500 already holds.
Other comparisons
IWB vs USPXCGCV vs IWBIWB vs TMFCIWB vs TILTJPEF vs QUALJPEF vs SCHBJPEF vs RDVYJPEF vs USMV
IWB on its own →JPEF on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
IWB filings on SEC EDGAR ↗IWB prospectus with the expense ratio (SEC) ↗iShares page for IWB ↗JPEF filings on SEC EDGAR ↗JPEF prospectus with the expense ratio (SEC) ↗JPMorgan website ↗

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, IWB against JPEF, data as of Oct 9, 2026. https://etfiq.com/compare/any/iwb-vs-jpef

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.