ACWI vs. JMOM ETF Comparison

Comparison of iShares MSCI ACWI Index Fund (ACWI) to JPMorgan U.S. Momentum Factor ETF (JMOM)
ACWI

iShares MSCI ACWI Index Fund

ACWI Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Country World Index. The fund invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index designed to measure the combined equity market performance of developed and emerging markets countries. Components primarily include consumer discretionary, consumer staples, energy, financial, industrials and information technology companies. It is non-diversified.

Grade (RS Rating)

Last Trade

$120.38

Average Daily Volume

1,887,460

Number of Holdings *

616

* may have additional holdings in another (foreign) market
JMOM

JPMorgan U.S. Momentum Factor ETF

JMOM Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Momentum Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent positive momentum factor characteristics.

Grade (RS Rating)

Last Trade

$60.97

Average Daily Volume

48,194

Number of Holdings *

271

* may have additional holdings in another (foreign) market
Performance
Period ACWI JMOM
30 Days 1.37% 5.45%
60 Days 1.84% 7.40%
90 Days 2.98% 9.79%
12 Months 25.51% 41.42%
187 Overlapping Holdings
Symbol Grade Weight in ACWI Weight in JMOM Overlap
AAPL C 4.24% 1.75% 1.75%
ABBV D 0.38% 1.05% 0.38%
ACGL D 0.05% 0.28% 0.05%
ADI D 0.14% 0.51% 0.14%
AFL B 0.08% 0.36% 0.08%
AJG B 0.08% 0.36% 0.08%
ALL A 0.07% 0.35% 0.07%
AMAT F 0.18% 0.66% 0.18%
AMD F 0.29% 0.77% 0.29%
AMP A 0.07% 0.41% 0.07%
AMZN C 2.45% 0.64% 0.64%
ANET C 0.13% 0.54% 0.13%
APH A 0.11% 0.48% 0.11%
APP B 0.08% 0.82% 0.08%
ARES A 0.04% 0.31% 0.04%
AVGO D 0.93% 2.21% 0.93%
AXON A 0.06% 0.43% 0.06%
AXP A 0.21% 0.72% 0.21%
AZO C 0.07% 0.35% 0.07%
BAH F 0.02% 0.27% 0.02%
BK A 0.07% 0.39% 0.07%
BKNG A 0.22% 0.72% 0.22%
BR A 0.04% 0.02% 0.02%
BRK.A B 0.79% 1.78% 0.79%
BRO B 0.03% 0.27% 0.03%
BSX B 0.17% 0.6% 0.17%
BSY D 0.01% 0.05% 0.01%
CAH B 0.04% 0.28% 0.04%
CAT B 0.24% 0.81% 0.24%
CB C 0.14% 0.52% 0.14%
CBOE B 0.03% 0.23% 0.03%
CBRE B 0.05% 0.34% 0.05%
CEG D 0.09% 0.42% 0.09%
CHD B 0.03% 0.23% 0.03%
CL D 0.09% 0.38% 0.09%
CMG B 0.1% 0.41% 0.1%
COIN C 0.08% 0.44% 0.08%
COP C 0.17% 0.59% 0.17%
COR B 0.05% 0.32% 0.05%
COST B 0.53% 1.46% 0.53%
CPRT A 0.06% 0.34% 0.06%
CRM B 0.4% 1.26% 0.4%
CRWD B 0.1% 0.5% 0.1%
CTAS B 0.1% 0.44% 0.1%
DASH A 0.07% 0.44% 0.07%
DECK A 0.03% 0.29% 0.03%
DELL C 0.05% 0.35% 0.05%
DHI D 0.06% 0.16% 0.06%
DHR F 0.2% 0.62% 0.2%
DKNG B 0.02% 0.18% 0.02%
DKS C 0.02% 0.2% 0.02%
DLR B 0.08% 0.39% 0.08%
ECL D 0.08% 0.38% 0.08%
ED D 0.04% 0.21% 0.04%
EME C 0.03% 0.32% 0.03%
EQIX A 0.11% 0.0% 0.0%
ESS B 0.02% 0.1% 0.02%
ETN A 0.19% 0.69% 0.19%
FANG D 0.04% 0.28% 0.04%
FCNCA A 0.03% 0.05% 0.03%
FE C 0.03% 0.1% 0.03%
FFIV B 0.02% 0.26% 0.02%
FI A 0.16% 0.25% 0.16%
FICO B 0.07% 0.42% 0.07%
GD F 0.08% 0.43% 0.08%
GDDY A 0.03% 0.3% 0.03%
GE D 0.25% 0.84% 0.25%
GEN B 0.02% 0.26% 0.02%
GEV B 0.12% 0.39% 0.12%
GLW B 0.05% 0.32% 0.05%
GOOGL C 1.34% 1.82% 1.34%
GS A 0.24% 0.54% 0.24%
GWW B 0.07% 0.39% 0.07%
H B 0.01% 0.16% 0.01%
HCA F 0.09% 0.2% 0.09%
HD A 0.52% 1.39% 0.52%
HEI B 0.02% 0.23% 0.02%
HEI B 0.02% 0.23% 0.02%
HIG B 0.05% 0.27% 0.05%
HII D 0.01% 0.08% 0.01%
HLT A 0.08% 0.4% 0.08%
HPE B 0.03% 0.18% 0.03%
HPQ A 0.05% 0.2% 0.05%
HUBB B 0.03% 0.29% 0.03%
HWM A 0.06% 0.37% 0.06%
IBM C 0.24% 0.8% 0.24%
ICE C 0.11% 0.28% 0.11%
IFF D 0.03% 0.19% 0.03%
INTU C 0.23% 0.79% 0.23%
INVH D 0.03% 0.04% 0.03%
IQV D 0.04% 0.25% 0.04%
IRM D 0.04% 0.29% 0.04%
ISRG A 0.24% 0.8% 0.24%
IT C 0.05% 0.33% 0.05%
JNPR F 0.01% 0.2% 0.01%
KKR A 0.12% 0.55% 0.12%
KLAC D 0.11% 0.44% 0.11%
KO D 0.33% 0.17% 0.17%
KR B 0.05% 0.26% 0.05%
LDOS C 0.03% 0.31% 0.03%
LII A 0.03% 0.26% 0.03%
LIN D 0.27% 0.2% 0.2%
LLY F 0.75% 1.57% 0.75%
LOW D 0.19% 0.34% 0.19%
LRCX F 0.12% 0.44% 0.12%
MANH D 0.02% 0.25% 0.02%
MCK B 0.1% 0.47% 0.1%
META D 1.57% 2.02% 1.57%
MOH F 0.02% 0.21% 0.02%
MPC D 0.07% 0.35% 0.07%
MPWR F 0.04% 0.22% 0.04%
MRK F 0.31% 0.17% 0.17%
MRVL B 0.1% 0.48% 0.1%
MSFT F 3.76% 1.85% 1.85%
MSI B 0.1% 0.46% 0.1%
MSTR C 0.09% 0.67% 0.09%
MU D 0.14% 0.5% 0.14%
NFLX A 0.48% 0.83% 0.48%
NI A 0.02% 0.21% 0.02%
NOW A 0.27% 0.9% 0.27%
NRG B 0.03% 0.27% 0.03%
NTAP C 0.03% 0.26% 0.03%
NVDA C 4.62% 2.48% 2.48%
ORCL B 0.4% 0.94% 0.4%
ORLY B 0.09% 0.39% 0.09%
PANW C 0.16% 0.6% 0.16%
PCAR B 0.07% 0.37% 0.07%
PEG A 0.06% 0.06% 0.06%
PG A 0.51% 0.19% 0.19%
PGR A 0.19% 0.67% 0.19%
PH A 0.11% 0.5% 0.11%
PHM D 0.04% 0.26% 0.04%
PLTR B 0.16% 0.74% 0.16%
PM B 0.25% 0.79% 0.25%
PNR A 0.02% 0.06% 0.02%
PSTG D 0.02% 0.19% 0.02%
PSX C 0.07% 0.35% 0.07%
PTC A 0.03% 0.28% 0.03%
PWR A 0.06% 0.38% 0.06%
QCOM F 0.23% 0.75% 0.23%
RCL A 0.07% 0.44% 0.07%
ROL B 0.02% 0.15% 0.02%
ROP B 0.08% 0.36% 0.08%
RPM A 0.02% 0.12% 0.02%
RS B 0.02% 0.07% 0.02%
RSG A 0.06% 0.32% 0.06%
SMCI F 0.02% 0.08% 0.02%
SNPS B 0.1% 0.11% 0.1%
SO D 0.12% 0.19% 0.12%
SPG B 0.08% 0.37% 0.08%
SRE A 0.08% 0.07% 0.07%
SSNC B 0.02% 0.23% 0.02%
STLD B 0.03% 0.25% 0.03%
SYK C 0.17% 0.62% 0.17%
T A 0.21% 0.22% 0.21%
TDG D 0.09% 0.42% 0.09%
TER D 0.02% 0.12% 0.02%
TJX A 0.17% 0.6% 0.17%
TMO F 0.25% 0.79% 0.25%
TMUS B 0.16% 0.59% 0.16%
TRGP B 0.05% 0.36% 0.05%
TSCO D 0.04% 0.15% 0.04%
TT A 0.12% 0.51% 0.12%
TTD B 0.07% 0.4% 0.07%
TW A 0.02% 0.14% 0.02%
TXN C 0.23% 0.78% 0.23%
TXT D 0.02% 0.18% 0.02%
TYL C 0.03% 0.27% 0.03%
UBER D 0.17% 0.57% 0.17%
UHS D 0.02% 0.19% 0.02%
UNH C 0.68% 1.34% 0.68%
URI B 0.07% 0.4% 0.07%
VLO C 0.06% 0.25% 0.06%
VLTO D 0.03% 0.09% 0.03%
VRSK A 0.05% 0.1% 0.05%
VRT B 0.06% 0.44% 0.06%
VRTX F 0.15% 0.59% 0.15%
VST B 0.07% 0.49% 0.07%
VTR C 0.03% 0.26% 0.03%
WDC D 0.03% 0.25% 0.03%
WELL A 0.11% 0.45% 0.11%
WLK D 0.01% 0.16% 0.01%
WM A 0.11% 0.47% 0.11%
WMB A 0.09% 0.44% 0.09%
WSM B 0.02% 0.07% 0.02%
WSO A 0.02% 0.19% 0.02%
ZS C 0.02% 0.26% 0.02%
ACWI Overweight 429 Positions Relative to JMOM
Symbol Grade Weight
TSLA B 1.27%
GOOG C 1.16%
JPM A 0.89%
XOM B 0.68%
V A 0.63%
MA C 0.55%
WMT A 0.49%
JNJ D 0.47%
BAC A 0.42%
CVX A 0.36%
WFC A 0.33%
CSCO B 0.29%
ACN C 0.28%
ADBE C 0.28%
MCD D 0.27%
PEP F 0.27%
ABT B 0.26%
DIS B 0.26%
TM D 0.23%
VZ C 0.22%
SPGI C 0.21%
MS A 0.21%
BABA D 0.21%
CMCSA B 0.21%
NEE D 0.2%
RTX C 0.2%
HON B 0.19%
AMGN D 0.19%
BLK C 0.19%
PFE D 0.18%
UNP C 0.18%
C A 0.17%
MUFG B 0.17%
BX A 0.17%
LMT D 0.15%
BMY B 0.15%
SONY B 0.15%
SCHW B 0.15%
ADP B 0.15%
PLD D 0.14%
BA F 0.14%
MMC B 0.14%
MDT D 0.14%
GILD C 0.14%
SBUX A 0.14%
INTC D 0.13%
DE A 0.13%
ELV F 0.12%
CI F 0.12%
AMT D 0.12%
UPS C 0.12%
MO A 0.12%
CDNS B 0.11%
PYPL B 0.11%
MDLZ F 0.11%
DUK C 0.11%
MELI D 0.11%
HDB C 0.11%
NKE D 0.11%
SMFG B 0.11%
SHW A 0.11%
AON A 0.1%
MCO B 0.1%
EOG A 0.1%
USB A 0.1%
ITW B 0.1%
ZTS D 0.1%
IBN C 0.1%
REGN F 0.1%
PNC B 0.1%
CME A 0.1%
APO B 0.09%
CSX B 0.09%
COF B 0.09%
FDX B 0.09%
NOC D 0.09%
MAR B 0.09%
CVS D 0.09%
CRH A 0.09%
MMM D 0.09%
TGT F 0.09%
APD A 0.09%
EMR A 0.09%
CARR D 0.08%
SLB C 0.08%
FCX D 0.08%
TFC A 0.08%
GM B 0.08%
OKE A 0.08%
ADSK A 0.08%
BDX F 0.08%
LNG B 0.07%
AIG B 0.07%
MET A 0.07%
PSA D 0.07%
WDAY B 0.07%
NXPI D 0.07%
JCI C 0.07%
ABNB C 0.07%
MFG B 0.07%
NSC B 0.07%
KMI A 0.07%
FTNT C 0.07%
TRV B 0.07%
DFS B 0.06%
AME A 0.06%
KMB D 0.06%
KVUE A 0.06%
PAYX C 0.06%
TEL B 0.06%
CCI D 0.06%
LHX C 0.06%
PRU A 0.06%
ROST C 0.06%
FLUT A 0.06%
FAST B 0.06%
MSCI C 0.06%
D C 0.06%
WCN A 0.06%
NEM D 0.06%
FIS C 0.06%
CMI A 0.06%
O D 0.06%
AEP D 0.06%
SQ A 0.06%
EXR D 0.05%
VMC B 0.05%
MLM B 0.05%
CHTR C 0.05%
DDOG A 0.05%
MTB A 0.05%
SYY B 0.05%
KDP D 0.05%
A D 0.05%
YUM B 0.05%
XEL A 0.05%
EXC C 0.05%
TEAM A 0.05%
STZ D 0.05%
SNOW C 0.05%
MNST C 0.05%
CTSH B 0.05%
CTVA C 0.05%
HES B 0.05%
OTIS C 0.05%
HMC F 0.05%
FERG B 0.05%
ODFL B 0.05%
EA A 0.05%
LEN D 0.05%
EW C 0.05%
PCG A 0.05%
F C 0.05%
IR B 0.05%
BKR B 0.05%
PPG F 0.04%
TPL A 0.04%
DOV A 0.04%
ON D 0.04%
SW A 0.04%
CSGP D 0.04%
NET B 0.04%
NVR D 0.04%
ALNY D 0.04%
STT A 0.04%
GPN B 0.04%
XYL D 0.04%
TTWO A 0.04%
DXCM D 0.04%
WEC A 0.04%
ANSS B 0.04%
EFX F 0.04%
CNC D 0.04%
FITB A 0.04%
DOW F 0.04%
ROK B 0.04%
ETR B 0.04%
EBAY D 0.04%
VEEV C 0.04%
AVB B 0.04%
WTW B 0.04%
VICI C 0.04%
EIX B 0.04%
HUBS A 0.04%
OXY D 0.04%
GRMN B 0.04%
HUM C 0.04%
RJF A 0.04%
TCOM B 0.04%
DD D 0.04%
IDXX F 0.04%
NUE C 0.04%
WAB B 0.04%
MCHP F 0.04%
GIS D 0.04%
RMD C 0.04%
NDAQ A 0.04%
LULU C 0.04%
GEHC F 0.04%
STX D 0.03%
FDS B 0.03%
LH C 0.03%
OMC C 0.03%
DRI B 0.03%
PFG D 0.03%
CLX B 0.03%
COO D 0.03%
SNA A 0.03%
WAT B 0.03%
PKG A 0.03%
MDB C 0.03%
STE F 0.03%
NTRS A 0.03%
TDY B 0.03%
WY D 0.03%
LYB F 0.03%
ILMN D 0.03%
CNP B 0.03%
CSL C 0.03%
K A 0.03%
WBD C 0.03%
CFG B 0.03%
ES D 0.03%
LYV A 0.03%
ATO A 0.03%
WST C 0.03%
MKL A 0.03%
BLDR D 0.03%
BIIB F 0.03%
ZBH C 0.03%
LPLA A 0.03%
EXPE B 0.03%
CINF A 0.03%
BIDU F 0.03%
DVN F 0.03%
CDW F 0.03%
RF A 0.03%
RBLX C 0.03%
SBAC D 0.03%
MTD D 0.03%
HSY F 0.03%
DTE C 0.03%
FTV C 0.03%
PPL B 0.03%
CPAY A 0.03%
CCL B 0.03%
EQR B 0.03%
TROW B 0.03%
EQT B 0.03%
KEYS A 0.03%
HAL C 0.03%
ADM D 0.03%
HBAN A 0.03%
AWK D 0.03%
SYF B 0.03%
AEE A 0.03%
KHC F 0.03%
KMX B 0.02%
ALB C 0.02%
HST C 0.02%
MRNA F 0.02%
AIZ A 0.02%
ELS C 0.02%
OKTA C 0.02%
CPT B 0.02%
AMH D 0.02%
NDSN B 0.02%
REG B 0.02%
Z A 0.02%
BG F 0.02%
ALLE D 0.02%
JKHY D 0.02%
CHRW C 0.02%
CAG D 0.02%
UDR B 0.02%
SWK D 0.02%
AKAM D 0.02%
WPC D 0.02%
AVTR F 0.02%
EPAM C 0.02%
SWKS F 0.02%
DT C 0.02%
DLTR F 0.02%
CHT D 0.02%
POOL C 0.02%
RVTY F 0.02%
LI F 0.02%
APTV D 0.02%
EL F 0.02%
DOC D 0.02%
TOST B 0.02%
AMCR D 0.02%
ACM B 0.02%
VTRS A 0.02%
GGG B 0.02%
EVRG A 0.02%
ENTG D 0.02%
JBHT C 0.02%
UTHR C 0.02%
JBL B 0.02%
DPZ C 0.02%
ALGN F 0.02%
GLPI C 0.02%
VRSN F 0.02%
LNT A 0.02%
BAX D 0.02%
EG C 0.02%
TWLO A 0.02%
FWONK B 0.02%
UMC F 0.02%
J F 0.02%
CF B 0.02%
DOCU A 0.02%
ULTA F 0.02%
FNF B 0.02%
KIM A 0.02%
DG F 0.02%
SUI D 0.02%
AVY D 0.02%
KEY B 0.02%
MAS D 0.02%
LVS C 0.02%
GPC D 0.02%
EXPD D 0.02%
TSN B 0.02%
OC A 0.02%
ARE D 0.02%
BURL A 0.02%
YUMC C 0.02%
PINS D 0.02%
MRO B 0.02%
EQH B 0.02%
TRMB B 0.02%
IP B 0.02%
IEX B 0.02%
L A 0.02%
MAA B 0.02%
DGX A 0.02%
HOOD B 0.02%
MKC D 0.02%
WRB A 0.02%
BALL D 0.02%
NMR B 0.02%
BBY D 0.02%
ZM B 0.02%
PODD C 0.02%
FSLR F 0.02%
ZBRA B 0.02%
CMS C 0.02%
HOLX D 0.02%
TRU D 0.02%
CTRA B 0.02%
EXE B 0.02%
CELH F 0.01%
MBAVU D 0.01%
BILI D 0.01%
UHAL D 0.01%
LUV C 0.01%
PARA C 0.01%
WBA F 0.01%
DINO D 0.01%
FOX A 0.01%
AGCO D 0.01%
BEN C 0.01%
BBWI D 0.01%
ACI C 0.01%
QRVO F 0.01%
NIO F 0.01%
AZPN A 0.01%
XPEV C 0.01%
RIVN F 0.01%
BIO D 0.01%
MTCH D 0.01%
CE F 0.01%
APA D 0.01%
MOS F 0.01%
TTC D 0.01%
TME D 0.01%
WIT A 0.01%
ENPH F 0.01%
HRL D 0.01%
FBIN D 0.01%
DVA B 0.01%
WTRG B 0.01%
CRL C 0.01%
CPB D 0.01%
MGM D 0.01%
RPRX D 0.01%
KNX B 0.01%
NLY C 0.01%
ROKU D 0.01%
TFX F 0.01%
WYNN D 0.01%
HSIC B 0.01%
BGNE D 0.01%
AOS F 0.01%
AES F 0.01%
DAL C 0.01%
CNH C 0.01%
SOLV C 0.01%
FOXA B 0.01%
CHRD D 0.01%
ALLY C 0.01%
LKQ D 0.01%
EXAS D 0.01%
SEIC B 0.01%
TECH D 0.01%
DAY B 0.01%
LW C 0.01%
MKTX D 0.01%
IOT A 0.01%
PAYC B 0.01%
IPG D 0.01%
CTLT B 0.01%
AFG A 0.01%
ERIE D 0.01%
CCK C 0.01%
SNAP C 0.01%
INCY C 0.01%
SJM D 0.01%
NWSA B 0.01%
EMN D 0.01%
TAP C 0.01%
BXP D 0.01%
CG A 0.01%
BMRN D 0.01%
OVV B 0.01%
NBIX C 0.01%
MNSO F 0.0%
ACWI Underweight 85 Positions Relative to JMOM
Symbol Grade Weight
SPOT B -0.47%
CVNA B -0.4%
NU C -0.36%
XPO B -0.31%
COHR B -0.3%
CW B -0.28%
JEF A -0.27%
ALSN B -0.27%
EXP A -0.26%
DTM B -0.26%
GWRE A -0.26%
NTNX A -0.26%
USFD A -0.25%
BWXT B -0.24%
RGA A -0.24%
EVR B -0.24%
TOL B -0.24%
CACI D -0.24%
IBKR A -0.24%
FTI A -0.24%
PSN D -0.23%
THC D -0.23%
SAIC F -0.22%
CASY A -0.22%
FRPT B -0.22%
NVT B -0.22%
CNM D -0.21%
INGR B -0.21%
TPX B -0.21%
SN D -0.2%
R B -0.2%
SCCO F -0.2%
ONTO D -0.19%
KD B -0.19%
AM A -0.19%
TPR B -0.19%
POST C -0.18%
AN C -0.18%
GAP B -0.18%
MEDP D -0.18%
WING D -0.18%
UNM A -0.17%
BLD D -0.15%
CRUS D -0.15%
CRBG B -0.15%
AZEK A -0.15%
MTSI B -0.14%
ARMK B -0.14%
LOPE B -0.14%
JLL D -0.13%
SNX C -0.13%
BRBR A -0.13%
EHC B -0.13%
ORI A -0.13%
PAG B -0.12%
OHI C -0.12%
AVT C -0.12%
SPB C -0.11%
LPX B -0.11%
MTG C -0.1%
PPC C -0.1%
VKTX F -0.1%
WFRD D -0.1%
HRB D -0.1%
VVV F -0.09%
LAMR D -0.09%
TPG A -0.09%
ROIV C -0.09%
INFA D -0.08%
PRI A -0.08%
COKE C -0.08%
APPF B -0.08%
AGO B -0.07%
OLED D -0.07%
FYBR D -0.06%
AWI A -0.06%
AYI B -0.06%
NSA D -0.05%
CXT B -0.04%
RYAN B -0.04%
SLM A -0.03%
ESTC C -0.02%
TKR D -0.01%
STAG F -0.01%
MORN B -0.0%
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