Fund comparison · from official SEC filings

IWM vs JPSE: how much do they overlap?

iShares Russell 2000 ETF and JPMorgan Diversified Return U.S. Small Cap Equity ETF
Holdings overlap
37%
of assets, by weight
Shared positions
546
of 1,980 / 554 holdings
IWM expense ratio
0.19%
net, per year
JPSE expense ratio
0.29%
net, per year
Shared holdings
Company
IWM
JPSE
V
VIAVVIAVI SOLUTIONS INC
0.09%
0.51%
T
TTMITTM TECHNOLOGIES
0.18%
0.49%
S
SANMSANMINA CORP
0.18%
0.45%
A
AGXARGAN INC
0.11%
0.44%
F
FORMFORMFACTOR INC
0.09%
0.43%
A
ADEAADEIA INC
0.06%
0.43%
B
BHEBENCHMARK ELECTRONICS INC
0.04%
0.42%
U
UCTTULTRA CLEAN HOLDINGS INC
0.04%
0.41%
V
VSATVIASAT INC
0.11%
0.41%
P
PLABPHOTRONICS INC
0.04%
0.40%
F
FNFABRINET
0.40%
0.38%
G
GSATGLOBALSTAR INC
0.06%
0.39%
K
KLICKULICKE & SOFFA INDUSTRIES
0.06%
0.37%
K
KALUKAISER ALUMINUM CORP
0.04%
0.37%
O
OKLOOKLO INC
0.37%
0.17%
P
PRIMPRIMORIS SERVICES CORP
0.23%
0.37%
U
UNFIUNITED NATURAL FOODS INC
0.07%
0.37%
C
CDECOEUR MINING INC
0.37%
0.22%
P
PLXSPLEXUS CORP
0.12%
0.36%
A
AEISADVANCED ENERGY INDUSTRIES
0.20%
0.36%
S
STRLSTERLING INFRASTRUCTURE INC
0.31%
0.36%
E
ECVTECOVYST INC
0.03%
0.34%
S
SEISOLARIS ENERGY INFRASTRUCTUR
0.04%
0.34%
R
RMBSRAMBUS INC
0.34%
0.34%
M
MTRNMATERION CORP
0.08%
0.34%
Only in IWM
B
BISXXBCF INSTITUTIONAL-SL AGNCY
13.51%
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.66%
B
BEBLOOM ENERGY CORP- A
0.55%
I
IONQIONQ INC
0.52%
K
KTOSKRATOS DEFENSE & SECURITY
0.46%
H
HIMSHIMS & HERS HEALTH INC
0.33%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.32%
A
AVAVAEROVIRONMENT INC
0.31%
R
RGTIRIGETTI COMPUTING INC
0.29%
?
CHART INDUSTRIES, INC.
0.28%
S
SPXCSPX TECHNOLOGIES INC
0.27%
M
MDGLMADRIGAL PHARMACEUTICALS INC
0.26%
D
DYDYCOM INDUSTRIES INC
0.25%
B
BBIOBRIDGEBIO PHARMA INC
0.25%
Q
QBTSD-WAVE QUANTUM INC
0.23%
G
GHGUARDANT HEALTH INC
0.23%
M
MODMODINE MANUFACTURING CO
0.23%
J
JOBYJOBY AVIATION INC
0.23%
J
JBTMJBT MAREL CORP
0.22%
Z
ZWSZURN ELKAY WATER SOLUTIONS C
0.22%
F
FLRFLUOR CORP
0.21%
M
MARAMARA HOLDINGS INC
0.21%
R
RIOTRIOT PLATFORMS INC
0.20%
S
SITMSITIME CORP
0.20%
C
CYTKCYTOKINETICS INC
0.20%
Only in JPSE
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
3.47%
M
MGMXXJPMORGAN US GOVT MMKT-IM
0.51%
L
LXPLXP INDUSTRIAL TRUST
0.29%
C
CWKCUSHMAN & WAKEFIELD LTD
0.21%
I
INDVINDIVIOR PHARMACEUTICALS INC
0.21%
?
TreeHouse Foods, Inc.
0.01%
?
Arcellx, Inc.
0.00%
T
TIOGTINGO GROUP INC
0.00%
Hold IWM and JPSE together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.