Which returned more over the last year, JMOM or USMV?

In the year to Oct 9, 2026, with distributions reinvested, JMOM returned +26.2% and USMV +7.5%.

Which is cheaper, JMOM or USMV?

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.

How much do JMOM and USMV overlap with the S&P 500?

By their latest filed holdings, 77% of JMOM and 93% of USMV by weight is stocks the S&P 500 already holds.

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JMOM vs USMV: Differences, Returns & Fees

JMOM and USMV hold 32% 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 $23.8bn for iShares MSCI USA Min Vol Factor ETF.

JMOM costs 0.03 points a year less; their one-year returns differ by 18.7 points; USMV is 8.4 times larger.

JMOM vs USMV: Differences, Returns & Fees
	JMOM	USMV
Expense ratio	0.12%	0.15%
Net assets	$2.8bn	$23.8bn
Total return, 1 year	+26.2%	+7.5%
What it tracks	JP Morgan US Momentum Factor Index	MSCI USA Minimum Volatility (USD) Index
Holdings in common	32%
Top ten holdings, share of the fund	19.1%	15.1%

Holdings in common uses holdings dated Oct 9, 2026.

+26.2%

JMOM total return, 1 year

+7.5%

USMV total return, 1 year

0.12%

JMOM expense ratio

0.15%

USMV expense ratio

What they hold in common

By the books each fund has filed, JMOM and USMV hold 32% 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.

50%

half

32% in common

Positions both hold, largest shared weight first

Holding JMOM USMV

MICROSOFT CORP COMMON 2.09% 1.66%

NVIDIA CORP COMMON STOCK 1.94% 1.59%

JOHNSON & JOHNSON 1.75% 1.44%

PALANTIR TECHNOLOGIES 1.39% 1.16%

MERCK & CO INC COMMON 0.97% 1.44%

APPLE INC COMMON STOCK 2.05% 0.96%

BROADCOM INC COMMON 1.97% 0.93%

ADVANCED MICRO DEVICES 2.49% 0.86%

ELI LILLY AND COMPANY 0.90% 0.79%

MICRON TECHNOLOGY INC 1.98% 0.79%

ABBVIE INC COMMON STOCK 1.14% 0.78%

PALO ALTO NETWORKS INC 1.08% 0.78%

Only in JMOM

ALPHABET INC-CL A 2.03%

INTEL CORP COMMON STOCK 1.40%

CATERPILLAR INC COMMON 1.03%

GENERAL ELECTRIC CO 0.90%

KLA CORP COMMON STOCK 0.84%

GOLDMAN SACHS GROUP 0.81%

CITIGROUP INC COMMON 0.72%

MORGAN STANLEY DEAN 0.70%

Only in USMV

CHUBB 1.47%

MOTOROLA SOLUTIONS INC 1.39%

VERTEX PHARMACEUTICALS 1.35%

DUKE ENERGY CORP 1.32%

SOUTHERN 1.29%

MASTERCARD CLASS A 1.27%

WASTE MANAGEMENT INC 1.25%

REPUBLIC SERVICES INC 1.24%

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On the same fields

JMOM

JPMorgan U.S. Momentum Factor ETF

USMV

iShares MSCI USA Min Vol Factor ETF

Where it sits Stock ETF Stock ETF

Issuer JPMorgan iShares

What it is Tracks an index Tracks the MSCI USA Min Vol Factor

Total return, 1 year +26.2% +7.5%

Expense ratio 0.12% 0.15%

Already in the S&P 500 77.4% 93.0%

Holdings 287 176

Net assets $2.8bn $23.8bn

JMOM and USMV 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 USMV

USMV tracks the MSCI USA Min Vol Factor. Over the year to Oct 9, 2026 it returned +7.5% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 176 positions, with the top ten at 15.1%.

Questions people ask

Which returned more over the last year, JMOM or USMV?: In the year to Oct 9, 2026, with distributions reinvested, JMOM returned +26.2% and USMV +7.5%.
Which is cheaper, JMOM or USMV?: 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.
How much do JMOM and USMV overlap with the S&P 500?: By their latest filed holdings, 77% of JMOM and 93% of USMV by weight is stocks the S&P 500 already holds.

Other comparisons

JMOM vs SPMO JMOM vs RDVY DFUS vs JMOM JMOM vs OEF SPUS vs USMV KLMN vs USMV PTLC vs USMV USCA vs USMV

JMOM on its own →USMV on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

JMOM filings on SEC EDGAR ↗JMOM prospectus with the expense ratio (SEC) ↗JPMorgan website ↗USMV filings on SEC EDGAR ↗USMV prospectus with the expense ratio (SEC) ↗iShares page for USMV ↗

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, JMOM against USMV, data as of Oct 9, 2026. https://etfiq.com/compare/any/jmom-vs-usmv

Open data

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