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JPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF

Grow my money#681 of 2944 for Grow my money

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

JPMorgan · Since 2016 (9 years)

Annual Cost

0.29%

#1220 out of 5,332 ETFs

Fund Size

$532M

#1383 out of 5,332 ETFs

Dividend Yield

1.52%

Track Record

9 years

#1523 out of 5,332 ETFs

Performance

1 Year

+40.4%

3 Years

+16.8%

5 Years

+7.5%

What's inside

Asset class
Strategy
index tracking
Cap
small
Factor
multifactor

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Real Estate
13.2%
Technology
13.0%
Industrials
11.2%
Healthcare
9.7%
Basic Materials
9.7%
Financial Services
9.7%
Energy
9.3%
Consumer Defensive
8.4%
Other
15.7%

Top holdings

Argan IncAGX0.4%
United Natural Foods IncUNFI0.4%
Photronics IncPLAB0.4%
Ultra Clean Holdings IncUCTT0.4%
Nextpower Inc Class ANXT0.4%
Adeia IncADEA0.4%
Viavi Solutions IncVIAV0.4%
Globalstar IncGSAT0.4%
Warrior Met Coal IncHCC0.4%
Ecovyst IncECVT0.4%

Risk profile

Volatility (1Y)

16.4%

Moderate

Max drawdown

-43.0%

Worst peak-to-trough loss

Sharpe (3Y)

0.74

Decent risk-adjusted returns

Sortino (3Y)

1.12

Good downside protection

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Data updated on 2026-05-05