IWB vs JQUA: Differences, Returns & Fees
IWB and JQUA hold 43% of their weight in the same names, and JQUA returned +22.2% over the year. Net assets on Oct 9, 2026: $49.6bn for iShares Russell 1000 ETF and $9.3bn for JPMorgan U.S. Quality Factor ETF.
JQUA costs 0.03 points a year less; their one-year returns differ by 5.6 points; IWB is 5.3 times larger.
| IWB | JQUA | |
|---|---|---|
| Expense ratio | 0.15% | 0.12% |
| Net assets | $49.6bn | $9.3bn |
| Total return, 1 year | +16.6% | +22.2% |
| What it tracks | Russell 1000 Index | JP Morgan US Quality Factor Index |
| Holdings in common | 43% | |
| Top ten holdings, share of the fund | 36.1% | 19.7% |
Holdings in common uses holdings dated Oct 9, 2026.
What they hold in common
By the books each fund has filed, IWB and JQUA hold 43% 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
43% in common
On the same fields
IWB and JQUA 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 JQUA
JQUA tracks an index. Over the year to Oct 9, 2026 it returned +22.2% with distributions reinvested. The prospectus expense ratio is 0.12% a year. By its holdings published by its issuer for Oct 9, 2026, 81% of the fund by weight is stocks the S&P 500 also holds, across 307 positions, with the top ten at 19.7%.
Questions people ask
- Which returned more over the last year, IWB or JQUA?
- In the year to Oct 9, 2026, with distributions reinvested, IWB returned +16.6% and JQUA +22.2%.
- Which is cheaper, IWB or JQUA?
- JQUA 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.
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ETFIQ, IWB against JQUA, data as of Oct 9, 2026. https://etfiq.com/compare/any/iwb-vs-jqua
ETFIQ. (Oct 9, 2026). IWB against JQUA. Retrieved from https://etfiq.com/compare/any/iwb-vs-jqua
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