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JPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF

Grow my money#776 of 2944 for Grow my money

Seeks investment results that closely correspond to the performance of the JP Morgan Diversified Factor US Mid Cap Equity Index.

JPMorgan · Since 2016 (9 years)

Annual Cost

0.24%

#983 out of 5,332 ETFs

Fund Size

$398M

#1615 out of 5,332 ETFs

Dividend Yield

1.95%

Track Record

9 years

#1438 out of 5,332 ETFs

Performance

1 Year

+25.7%

3 Years

+15.2%

5 Years

+8.8%

What's inside

Asset class
Strategy
index tracking
Cap
mid
Factor
multifactor

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Healthcare
11.6%
Real Estate
11.3%
Industrials
10.9%
Technology
10.6%
Consumer Defensive
10.2%
Utilities
9.7%
Consumer Cyclical
8.9%
Energy
8.1%
Other
18.6%

Top holdings

Ciena CorpCIEN0.5%
APA CorpAPA0.5%
Lumentum Holdings IncLITE0.5%
United Therapeutics CorpUTHR0.5%
Darling Ingredients IncDAR0.5%
Permian Resources Corp Class APR0.5%
CF Industries Holdings IncCF0.5%
Alcoa CorpAA0.4%
Element Solutions IncESI0.4%
Western Digital CorpWDC0.4%

Risk profile

Volatility (1Y)

12.5%

Moderate

Max drawdown

-41.0%

Worst peak-to-trough loss

Sharpe (3Y)

0.82

Decent risk-adjusted returns

Sortino (3Y)

1.20

Good downside protection

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Data updated on 2026-05-05