JPME

ETFIndex

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.24%
Annual Cost per $10K
$24.00
30-Year Fee Drag per $10K
$4,959
at 7% annual return
Fund Type
ETF
Index
Trailing 12-Month
+5.11%

Asset Allocation

US Equity
94%
Intl Equity
5%
Cash
1%

Fee Comparison

JPME
0.24%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

77% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+34.82%3Y
Compare to

Fee Impact Calculator

$
%
JPME at 0.24%$355,817
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$24,796
Cost vs index fund−$21,607

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
JPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF0.24%
FXAIXFidelity 500 Index Fund0.01%
IVViShares Core S&P 500 ETF0.03%
VPMAXVANGUARD PRIMECAP FUND0.31%
IWDiShares Russell 1000 Value ETF0.18%
AWSHXWashington Mutual Investors Fund0.31%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
FSKAXFidelity Total Market Index Fund0.01%
FGCKXFidelity Growth Company Fund0.45%
SCHDSchwab U.S. Dividend Equity ETF0.06%
IWFiShares Russell 1000 Growth ETF0.18%
QQQMInvesco NASDAQ 100 ETF0.15%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
SWPPXSchwab S&P 500 Index Fund0.02%
FCFMXFidelity Series Total Market Index Fund0.00%
QUALiShares MSCI USA Quality Factor ETF0.15%
ITOTiShares Core S&P Total U.S. Stock Market ETF0.03%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
XLKThe Technology Select Sector SPDR Fund0.08%
XLFThe Financial Select Sector SPDR Fund0.08%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
FCNKXFidelity Contrafund0.56%
VWNAXVANGUARD WINDSOR II FUND0.23%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
BBGLXBridge Builder Large Cap Growth Fund0.19%
IJHiShares Core S&P Mid-Cap ETF0.05%
MFEKXMFS Growth Fund0.49%
WFSPXiShares S&P 500 Index Fund0.22%
NAESXVANGUARD SMALL-CAP INDEX FUND0.17%
FSMDXFidelity Mid Cap Index Fund0.03%
IWBiShares Russell 1000 ETF0.15%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
SPYMSPDR(R) Portfolio S&P 500 ETF0.02%
USMViShares MSCI USA Min Vol Factor ETF0.15%
SCHXSchwab U.S. Large-Cap ETF0.03%
VXFVANGUARD EXTENDED MARKET INDEX FUND0.05%
XLEThe Energy Select Sector SPDR Fund0.08%
DFACDimensional U.S. Core Equity 2 ETF0.17%
DGROiShares Core Dividend Growth ETF0.08%
JLGMXJPMorgan Large Cap Growth Fund0.94%
VWNEXVANGUARD WINDSOR FUND0.26%
SCHBSchwab U.S. Broad Market ETF0.03%
XLVThe Health Care Select Sector SPDR Fund0.08%
QCGRFXCollege Retirement Equities Fund - Growth Account
TRZAXT. Rowe Price Value Fund, Inc.0.56%
FGKFXFidelity Growth Company K6 Fund0.45%
COWZPacer US Cash Cows 100 ETF0.49%
IJRiShares Core S&P Small-Cap ETF0.06%
SPYVSPDR Portfolio S&P 500 Value ETF0.04%
IVWiShares S&P 500 Growth ETF0.18%
IVEiShares S&P 500 Value ETF0.18%
XLYThe Consumer Discretionary Select Sector SPDR Fund0.08%
PRUIXT. Rowe Price Equity Index 500 Fund0.05%
HNACXHarbor Capital Appreciation Fund0.59%
IWSiShares Russell Mid-Cap Value ETF0.23%
FSAKXStrategic Advisers U.S. Total Stock Fund0.21%
SCHASchwab U.S. Small-Cap ETF0.04%
VNQVANGUARD REAL ESTATE INDEX FUND0.27%
IWRiShares Russell Mid-Cap ETF0.18%
XLIThe Industrial Select Sector SPDR Fund0.08%
SCHGSchwab U.S. Large-Cap Growth ETF0.04%
FCGSXFidelity Series Growth Company Fund0.00%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
FSUVXFidelity SAI U.S. Low Volatility Index Fund0.10%
FZROXFidelity ZERO Total Market Index Fund0.00%
VISVXVANGUARD SMALL-CAP VALUE INDEX FUND0.19%
ESGUiShares ESG Aware MSCI USA ETF0.15%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
PFFiShares Preferred and Income Securities ETF0.45%
SWTSXSchwab Total Stock Market Index Fund0.03%
SCHVSchwab U.S. Large-Cap Value ETF0.04%
SPYGSPDR Portfolio S&P 500 Growth ETF0.04%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
NOSIXStock Index Fund0.05%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
TEQWXNuveen Equity Index Fund0.05%
FNDASchwab Fundamental U.S. Small Company ETF0.25%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
FLCNXFidelity Contrafund K60.45%
FSPGXFidelity Large Cap Growth Index Fund0.03%
NOBLProShares S&P 500 Dividend Aristocrats ETF0.35%
FNDXSchwab Fundamental U.S. Large Company ETF0.25%
FSBDXFidelity Series Blue Chip Growth Fund0.00%
FSMAXFidelity Extended Market Index Fund0.03%
MOATVanEck Morningstar Wide Moat ETF0.47%
IWViShares Russell 3000 ETF0.20%
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND0.07%
SSEYXState Street Equity 500 Index II Portfolio0.02%
FLCOXFidelity Large Cap Value Index Fund0.03%
PCUZXT. Rowe Price U.S. Equity Research Fund0.33%
VLUEiShares MSCI USA Value Factor ETF0.15%
STFGXState Farm Growth Fund0.12%
XAOKXVIP Index 500 Portfolio0.09%
FMAEXFidelity Magellan Fund0.62%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
SNXFXSchwab 1000 Index Fund0.05%
IUSViShares Core S&P U.S. Value ETF0.04%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free