IWL vs JMOM

Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).

5-Year PerformanceJMOM has outperformed IWL, delivering a return of +15.1% compared to +14.1%

IWL vs JMOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWL(ETF)	JMOM(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.15%	0.12%
Max Drawdown	32.71%	34.31%
Sharpe Ratio	2.07	2.01
5Y Beta	0.99	1.04
P/E Ratio	28.48	33.21
Forward P/E	22.23	22.36
PEG Ratio	0.54	0.80
5Y Dividends CAGR	10.01%	12.88%
5Y EPS CAGR	27.36%	23.62%
Debt to Equity	22.46%	29.25%
P/S Ratio	4.37	2.39
P/B Ratio	5.90	5.11

Net Assets

IWL

$1.90B

JMOM

$1.90B

Expense Ratio

IWL

0.15%

Winner

JMOM

0.12%

Max Drawdown

Winner

IWL

32.71%

JMOM

34.31%

Sharpe Ratio

Winner

IWL

2.07

JMOM

2.01

5Y Beta

Winner

IWL

0.99

JMOM

1.04

P/E Ratio

Winner

IWL

28.48

JMOM

33.21

Forward P/E

Winner

IWL

22.23

JMOM

22.36

PEG Ratio

Winner

IWL

0.54

JMOM

0.80

5Y Dividends CAGR

IWL

10.01%

Winner

JMOM

12.88%

5Y EPS CAGR

Winner

IWL

27.36%

JMOM

23.62%

Debt to Equity

Winner

IWL

22.46%

JMOM

29.25%

P/S Ratio

IWL

4.37

Winner

JMOM

2.39

P/B Ratio

IWL

5.90

Winner

JMOM

5.11

IWL vs JMOM - Holdings Comparison

IWL and JMOM have 46 common holdings. Overlap is 27.19%

IWL's top 25 holdings weight is 59.78%. JMOM's top 25 holdings weight is 32.55%.

Rank	IWL	JMOM
#1	NVIDIA CORP (NVDA) - 9.60%	BROADCOM INC (AVGO) - 2.23%
#2	APPLE INC (AAPL) - 7.50%	NVIDIA CORP (NVDA) - 2.21%
#3	MICROSOFT CORP (MSFT) - 6.12%	ALPHABET INC CLASS A (GOOGL) - 2.16%
#4	AMAZON.COM INC (AMZN) - 4.79%	META PLATFORMS INC CLASS A (META) - 1.80%
#5	ALPHABET INC CLASS A (GOOGL) - 3.91%	APPLE INC (AAPL) - 1.79%
#6	BROADCOM INC (AVGO) - 3.55%	MICRON TECHNOLOGY INC (MU) - 1.78%
#7	ALPHABET INC CLASS C (GOOG) - 3.16%	ADVANCED MICRO DEVICES INC (AMD) - 1.72%
#8	META PLATFORMS INC CLASS A (META) - 2.82%	MICROSOFT CORP (MSFT) - 1.70%
#9	TESLA INC (TSLA) - 2.04%	JOHNSON & JOHNSON (JNJ) - 1.66%
#10	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.70%	WALMART INC (WMT) - 1.62%
#11	JPMORGAN CHASE & CO (JPM) - 1.63%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.59%
#12	ELI LILLY AND CO (LLY) - 1.35%	INTEL CORP (INTC) - 1.37%
#13	EXXON MOBIL CORP (XOM) - 1.22%	COSTCO WHOLESALE CORP (COST) - 1.35%
#14	MICRON TECHNOLOGY INC (MU) - 1.08%	CATERPILLAR INC (CAT) - 1.25%
#15	WALMART INC (WMT) - 1.07%	NETFLIX INC (NFLX) - 1.14%
#16	JOHNSON & JOHNSON (JNJ) - 1.05%	LAM RESEARCH CORP (LRCX) - 1.09%
#17	VISA INC CLASS A (V) - 1.00%	GE VERNOVA INC (GEV) - 1.05%
#18	ADVANCED MICRO DEVICES INC (AMD) - 1.00%	APPLIED MATERIALS INC (AMAT) - 1.03%
#19	COSTCO WHOLESALE CORP (COST) - 0.85%	n/a (PLTR) - 1.00%
#20	MASTERCARD INC CLASS A (MA) - 0.79%	GE AEROSPACE (GE) - 0.98%
#21	NETFLIX INC (NFLX) - 0.75%	WILLIAMS COMPANIES INC (WMB) - 0.42%
#22	CATERPILLAR INC (CAT) - 0.73%	COMFORT SYSTEMS USA INC (FIX) - 0.41%
#23	INTEL CORP (INTC) - 0.72%	LUMENTUM HOLDINGS INC (LITE) - 0.41%
#24	CHEVRON CORP (CVX) - 0.68%	HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.40%
#25	PROCTER & GAMBLE CO (PG) - 0.67%	PALO ALTO NETWORKS INC (PANW) - 0.39%
Total Holdings	203	239

IWL vs JMOM - Historical Returns

Returns include dividend reinvestment.

Period	IWL	JMOM
1 month	+9.81%	+10.37%
3 months	+6.77%	+11.40%
6 months	+9.77%	+17.05%
1 year	+33.19%	+36.39%
5 years(CAGR)	+14.09%	+15.08%
10 years(CAGR)	+16.37%	+15.81%
Max(CAGR)	+14.77%	+15.81%

IWL

+9.81%

Winner

JMOM

+10.37%

IWL

+6.77%

Winner

JMOM

+11.40%

IWL

+9.77%

Winner

JMOM

+17.05%

IWL

+33.19%

Winner

JMOM

+36.39%

5Y(CAGR)

IWL

+14.09%

Winner

JMOM

+15.08%

10Y(CAGR)

Winner

IWL

+16.37%

JMOM

+15.81%

Max(CAGR)

IWL

+14.77%

Winner

JMOM

+15.81%

IWL vs JMOM - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IWL	JMOM
2026	+7.63%	+15.25%
2025	+19.23%	+17.75%
2024	+27.94%	+29.74%
2023	+30.35%	+23.74%
2022	-20.56%	-20.41%
2021	+29.44%	+26.82%
2020	+20.82%	+28.12%
2019	+31.47%	+28.88%
2018	-3.75%	-5.24%
2017	+22.10%	+3.32%
2016	+12.98%	N/A
2015	+2.73%	N/A
2014	+15.28%	N/A
2013	+28.75%	N/A
2012	+15.54%	N/A
2011	+1.51%	N/A
2010	+10.16%	N/A
2009	+6.19%	N/A

IWL vs JMOM Drawdown Comparison

The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

Rank	IWL	JMOM
#1	-32.71% Feb 19, 2020 - Aug 3, 2020	-34.31% Feb 19, 2020 - Jul 20, 2020
#2	-25.64% Jan 3, 2022 - Dec 11, 2023	-28.27% Nov 16, 2021 - Jan 30, 2024
#3	-19.31% Oct 2, 2018 - Apr 22, 2019	-21.59% Oct 3, 2018 - Jun 10, 2019
#4	-19.15% Feb 19, 2025 - Jun 26, 2025	-19.51% Feb 18, 2025 - Jun 24, 2025
#5	-17.77% May 2, 2011 - Feb 3, 2012	-10.94% Feb 12, 2021 - Apr 15, 2021
#6	-15.37% Apr 15, 2010 - Nov 5, 2010	-9.09% Jan 26, 2018 - Jun 5, 2018
#7	-12.41% Jul 20, 2015 - Apr 20, 2016	-8.49% Jul 16, 2024 - Aug 23, 2024
#8	-10.06% Jan 26, 2018 - Jul 25, 2018	-8.34% Oct 13, 2020 - Nov 24, 2020
#9	-10.01% Sep 2, 2020 - Nov 16, 2020	-8.27% Sep 2, 2020 - Oct 9, 2020
#10	-9.83% Jan 12, 2026 - Apr 15, 2026	-7.87% Mar 2, 2026 - Apr 8, 2026
#11	-9.42% Apr 2, 2012 - Aug 15, 2012	-6.88% Apr 26, 2021 - Jun 14, 2021
#12	-9.04% Jul 10, 2024 - Sep 19, 2024	-6.63% Sep 3, 2021 - Oct 21, 2021
#13	-7.73% Jan 19, 2010 - Mar 17, 2010	-6.24% Mar 21, 2024 - May 15, 2024
#14	-7.69% Oct 4, 2012 - Jan 4, 2013	-6.18% Dec 4, 2024 - Jan 23, 2025
#15	-7.39% Sep 19, 2014 - Oct 31, 2014	-6.07% Oct 27, 2025 - Dec 10, 2025

Correlation

Correlation between IWL and JMOM is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00

-101

Dividend Comparison (2009 - 2026)

IWL vs JMOM dividend yield comparison.

Year	IWL	JMOM
2026	0.19%	0.16%
2025	0.90%	0.86%
2024	1.04%	0.75%
2023	1.30%	1.21%
2022	1.54%	1.39%
2021	1.12%	0.64%
2020	1.30%	0.85%
2019	1.96%	1.11%
2018	1.93%	1.38%
2017	1.69%	0.29%
2016	1.96%	0.00%
2015	2.14%	0.00%
2014	1.68%	0.00%
2013	1.82%	0.00%
2012	3.65%	0.00%
2011	1.91%	0.00%
2010	1.64%	0.00%
2009	0.59%	0.00%