ENHU vs JMOM

ENHU vs JMOM

Which is better, ENHU or JMOM?

JMOM has been ahead.

JMOM has a lower expense ratio. JMOM led over 1Y and the full window. JMOM is less concentrated, with 19.1% of the fund in its ten largest positions against 38.2%.

Lower Fees: JMOMHigher Returns: JMOMLess Concentrated: JMOM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricENHUJMOM
Expense Ratio0.22%0.12%Best
AUM$9M$2.6B
Dividend Yield0.74%0.78%
Holdings708580
YTD Return+12.31%+16.08%Best
1Y Return+12.94%+16.24%Best
3Y Return (annualized)-+24.57%
5Y Return (annualized)-+11.39%
Volatility (annualized)13.2%Best17.8%
Max Drawdown-9.0%Best-13.4%
$10,000 over 1 years$11,366$11,704Best
Top 10 Weight38.2%19.1%Best
Fund FamilyiShares by BlackRock (US)J.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 4, 2025Nov 8, 2017

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Nov 5, 2025 to Nov 12, 2026 (1 years).

ENHU vs JMOM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1 years both funds cover.

Compare ENHU against instead:ENHU vs SPYENHU vs QQQENHU vs VOOENHU vs VTIJMOM against:JMOM vs VXUS

ENHU vs JMOM Performance

iShares Enhanced Large Cap Core Active ETF (ENHU) is an ETF from iShares by BlackRock (US) and JPMorgan US Momentum Factor ETF (JMOM) is an ETF from J.P. Morgan Asset Management. Over the past year ENHU returned +12.94% while JMOM returned +16.24%. Year to date, ENHU is up 12.31% versus a gain of 16.08% for JMOM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JMOM has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 13.2% for ENHU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -9.0% for ENHU and -13.4% for JMOM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ENHU charges 0.22% per year while JMOM charges 0.12%. On a $10,000 position that is $22 vs $12 annually, a gap of $10 per year that compounds over a long holding period. On income, ENHU currently yields 0.74% against 0.78% for JMOM.

Holdings Overlap

ENHU already in JMOM60.5%
JMOM already in ENHU68.0%

60.5% of ENHU's money is in holdings JMOM also owns. 68.0% of JMOM's money is in holdings ENHU also owns.

The two portfolios partly overlap.

125 positions in common, counted across the 351 positions we hold weights for in ENHU and 282 in JMOM, against full books of 708 and 580.

What only one of them owns

Our book lists 143 positions for JMOM that do not appear in our book for ENHU (28.3% of the fund), and 207 for ENHU that do not appear in JMOM (38.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ENHUWeight in JMOMDifference
AAPLApple Inc7.26%2.17%5.09%
NVDANvidia Corp7.43%1.95%5.48%
MSFTMicrosoft Corp6.14%2.16%3.98%
GOOGLAlphabet Inc3.07%2.08%0.99%
AMZNAmazon.Com Inc3.90%0.59%3.31%
AVGOBroadcom Inc2.35%1.96%0.39%
AMDAdvanced Micro Devices Inc1.29%2.42%1.13%
MUMicron Technology, Inc.1.58%1.82%0.24%
LLYEli Lilly & Co1.47%0.96%0.51%
COSTCostco Wholesale Corp.1.18%1.25%0.07%

68.0% of JMOM is already inside ENHU.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ENHUJMOM

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Frequently Asked Questions

Which is cheaper, ENHU or JMOM?

ENHU has an expense ratio of 0.22% while JMOM charges 0.12%. JMOM is the cheaper option, by $10 a year on a $10,000 investment.

Which performed better, ENHU or JMOM?

Over the past year ENHU returned +12.94% vs +16.24% for JMOM, so JMOM leads on 1-year performance. Over the longest common window we track (1 years), ENHU annualized +13.66% vs +17.04% for JMOM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ENHU or JMOM?

JMOM has been the more volatile fund at 17.8% annualized versus 13.2% for ENHU. Worst drawdown: ENHU -9.0% vs JMOM -13.4%.

Should I hold both ENHU and JMOM?

ENHU and JMOM have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ENHU and JMOM?

68.0% of JMOM's money is in holdings ENHU also owns. 68.0% of JMOM's is in holdings ENHU also owns. They hold 125 positions in common, counted across the 351 positions we hold weights for in ENHU and 282 in JMOM.

Which pays a higher dividend, ENHU or JMOM?

ENHU yields 0.74% while JMOM yields 0.78%, so JMOM currently pays the higher dividend yield.

Is JMOM better than ENHU?

JMOM has a lower expense ratio. JMOM led over 1Y and the full window. JMOM is less concentrated, with 19.1% of the fund in its ten largest positions against 38.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.