JMOM vs QUAL: Differences, Returns & Fees
JMOM and QUAL hold 25% of their weight in the same names, and JMOM returned +26.2% over the year. Net assets on Oct 9, 2026: $2.8bn for JPMorgan U.S. Momentum Factor ETF and $49.0bn for iShares MSCI USA Quality Factor ETF.
JMOM costs 0.03 points a year less; their one-year returns differ by 9.1 points; QUAL is 17.3 times larger.
| JMOM | QUAL | |
|---|---|---|
| Expense ratio | 0.12% | 0.15% |
| Net assets | $2.8bn | $49.0bn |
| Total return, 1 year | +26.2% | +17.1% |
| What it tracks | JP Morgan US Momentum Factor Index | MSCI USA Sector Neutral Quality Index ? |
| Holdings in common | 25% | |
| Top ten holdings, share of the fund | 19.1% | 45.7% |
Holdings in common uses holdings dated Oct 9, 2026.
What they hold in common
By the books each fund has filed, JMOM and QUAL hold 25% 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
25% in common
On the same fields
JMOM and QUAL on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.
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%.
About QUAL
QUAL tracks the MSCI USA Quality Factor. Over the year to Oct 9, 2026 it returned +17.1% 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 119 positions, with the top ten at 45.7%.
Questions people ask
- Which returned more over the last year, JMOM or QUAL?
- In the year to Oct 9, 2026, with distributions reinvested, JMOM returned +26.2% and QUAL +17.1%.
- Which is cheaper, JMOM or QUAL?
- 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.
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ETFIQ, JMOM against QUAL, data as of Oct 9, 2026. https://etfiq.com/compare/any/jmom-vs-qual
ETFIQ. (Oct 9, 2026). JMOM against QUAL. Retrieved from https://etfiq.com/compare/any/jmom-vs-qual
[JMOM against QUAL (ETFIQ, Oct 9, 2026)](https://etfiq.com/compare/any/jmom-vs-qual)
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