EIPX vs. JPME ETF Comparison

Comparison of FT Energy Income Partners Strategy ETF (EIPX) to JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)

EIPX

FT Energy Income Partners Strategy ETF

EIPX Description

FT Energy Income Partners Strategy ETF is an exchange traded fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Energy Income Partners LLC. It invests in public equity markets. It invests in stocks of companies operating across energy, oil, gas and consumable fuel, oil and gas exploration and production, oil and gas production, mixed, manufactured, and liquefied petroleum gas production, oil and gas refining and marketing, oil and gas storage and transportation sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. Traded Fund IV - FT Energy Income Partners Strategy ETF was formed on November 2, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$26.49

Average Daily Volume

17,792

Number of Holdings ^*

* may have additional holdings in another (foreign) market

JPME

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

JPME Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell Midcap Diversified Factor Index. The fund will invest at least 80% of its net assets in securities included in the underlying index. It may invest up to 20% of its assets in exchange-traded futures to seek performance that corresponds to the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser.

Grade (RS Rating)

Last Trade

$109.93

Average Daily Volume

10,028

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

Performance

Period	EIPX	JPME
30 Days	8.18%	5.14%
60 Days	8.18%	5.14%
90 Days	9.76%	7.46%
12 Months	28.96%	30.14%

27 Overlapping Holdings

Symbol	Grade	Weight in EIPX	Weight in JPME	Overlap
AEE	A	0.33%	0.02%	0.02%
ATO	A	0.52%	0.42%	0.42%
CMS	C	0.25%	0.37%	0.25%
CTRA	B	0.79%	0.33%	0.33%
CWEN	C	0.83%	0.24%	0.24%
DINO	D	0.35%	0.35%	0.35%
DTE	C	0.27%	0.37%	0.27%
DTM	B	1.51%	0.5%	0.5%
ETR	B	0.61%	0.45%	0.45%
EVRG	A	0.96%	0.4%	0.4%
FANG	D	0.82%	0.38%	0.38%
HAL	C	1.19%	0.25%	0.25%
IDA	A	0.35%	0.24%	0.24%
KMI	A	3.37%	0.48%	0.48%
LNG	B	1.07%	0.44%	0.44%
LNT	A	0.77%	0.38%	0.38%
NFG	A	2.35%	0.36%	0.36%
OKE	A	3.02%	0.45%	0.45%
PEG	A	0.49%	0.41%	0.41%
PPL	B	0.84%	0.39%	0.39%
PWR	A	1.45%	0.46%	0.46%
RRC	B	0.75%	0.29%	0.29%
TRGP	B	1.99%	0.49%	0.49%
VST	B	1.57%	0.71%	0.71%
WEC	A	0.73%	0.39%	0.39%
WMB	A	1.04%	0.47%	0.47%
XEL	A	0.08%	0.41%	0.08%

EIPX Overweight 40 Positions Relative to JPME

Symbol	Grade	Weight
EPD	A	7.13%
ET	A	5.3%
TTE	F	4.46%
MPLX	A	3.92%
XOM	B	3.81%
PAGP	A	2.78%
SRE	A	2.18%
BP	D	2.15%
EOG	A	1.98%
CQP	B	1.88%
SLB	C	1.72%
AEP	D	1.4%
AROC	B	1.23%
SUN	B	0.95%
FTI	A	0.91%
AES	F	0.8%
ARLP	A	0.69%
HP	B	0.64%
EQT	B	0.61%
NOV	C	0.58%
WHD	B	0.54%
NRP	B	0.53%
FLR	B	0.53%
NEP	F	0.49%
NEE	D	0.49%
SO	D	0.47%
WTRG	B	0.46%
KRP	B	0.45%
INSW	F	0.37%
CNP	B	0.31%
SM	B	0.27%
MPC	D	0.27%
PSX	C	0.27%
PTEN	C	0.25%
VLO	C	0.23%
USAC	B	0.23%
DHT	F	0.23%
FRO	F	0.2%
ECO	F	0.19%
OGS	A	0.12%

EIPX Underweight 311 Positions Relative to JPME

Symbol	Grade	Weight
APP	B	-1.27%
CIEN	B	-0.51%
ALSN	B	-0.51%
SYF	B	-0.51%
UNM	A	-0.5%
JEF	A	-0.49%
AMP	A	-0.48%
CMI	A	-0.47%
OMF	A	-0.45%
NRG	B	-0.45%
IP	B	-0.45%
CBRE	B	-0.44%
TPL	A	-0.44%
SNA	A	-0.44%
GRMN	B	-0.44%
TPR	B	-0.43%
FCNCA	A	-0.43%
TXRH	C	-0.43%
GWW	B	-0.43%
EXEL	B	-0.43%
HUBB	B	-0.43%
USFD	A	-0.43%
INGR	B	-0.42%
EHC	B	-0.42%
TOL	B	-0.42%
STLD	B	-0.42%
PPC	C	-0.42%
UTHR	C	-0.42%
CSL	C	-0.42%
KR	B	-0.42%
TAP	C	-0.42%
CF	B	-0.41%
RGA	A	-0.41%
MRO	B	-0.41%
CLH	B	-0.41%
RPM	A	-0.41%
HBAN	A	-0.41%
CASY	A	-0.41%
NI	A	-0.41%
SPG	B	-0.41%
OC	A	-0.41%
LDOS	C	-0.41%
FAST	B	-0.41%
PKG	A	-0.41%
CACI	D	-0.4%
OGE	B	-0.4%
CAH	B	-0.4%
BRX	A	-0.4%
AM	A	-0.4%
THC	D	-0.4%
LITE	B	-0.4%
PR	B	-0.4%
ORI	A	-0.4%
PFGC	B	-0.4%
PCG	A	-0.39%
DGX	A	-0.39%
AME	A	-0.39%
TYL	B	-0.39%
IRM	D	-0.39%
PNW	B	-0.39%
COR	B	-0.39%
EMN	D	-0.39%
LAMR	D	-0.39%
ESI	A	-0.39%
CHTR	C	-0.39%
JNPR	F	-0.38%
OHI	C	-0.38%
VTRS	A	-0.38%
IT	C	-0.38%
AFL	B	-0.38%
DECK	A	-0.38%
K	A	-0.38%
DVA	B	-0.38%
EME	C	-0.38%
JLL	D	-0.38%
HIG	B	-0.38%
AVB	B	-0.38%
UGI	A	-0.37%
REG	B	-0.37%
NVR	D	-0.37%
SPB	C	-0.37%
FYBR	D	-0.37%
MTG	C	-0.37%
ROKU	D	-0.37%
AJG	B	-0.37%
MANH	D	-0.37%
RS	B	-0.37%
PHM	D	-0.37%
VVV	F	-0.36%
RMD	C	-0.36%
GLPI	C	-0.36%
LEN	D	-0.36%
NXST	C	-0.36%
EIX	B	-0.36%
DKS	C	-0.36%
TSN	B	-0.36%
BRBR	A	-0.36%
KIM	A	-0.36%
TKR	D	-0.35%
CLX	B	-0.35%
ED	D	-0.35%
PAG	B	-0.35%
FE	C	-0.35%
CNM	D	-0.35%
CUBE	D	-0.35%
GGG	B	-0.35%
POST	C	-0.35%
SSNC	B	-0.35%
CBOE	B	-0.35%
TSCO	D	-0.34%
ANSS	B	-0.34%
COKE	C	-0.34%
BLDR	D	-0.34%
NTAP	C	-0.34%
HPE	B	-0.34%
KVUE	A	-0.33%
MSM	C	-0.33%
CHE	D	-0.33%
EPR	D	-0.33%
DHI	D	-0.33%
UHS	D	-0.33%
X	C	-0.33%
VICI	C	-0.33%
GEN	B	-0.33%
HRB	D	-0.33%
PK	B	-0.33%
CHD	B	-0.33%
BG	F	-0.33%
STE	F	-0.32%
LH	C	-0.32%
AN	C	-0.32%
CPB	D	-0.32%
JBL	B	-0.32%
HST	C	-0.32%
GIS	D	-0.32%
HOLX	D	-0.32%
FBIN	D	-0.32%
ESS	B	-0.31%
ROST	C	-0.31%
WSM	B	-0.31%
WY	D	-0.31%
EG	C	-0.31%
RBC	A	-0.31%
MTB	A	-0.31%
WLK	D	-0.31%
NUE	C	-0.31%
CAG	D	-0.31%
MAS	D	-0.31%
LYB	F	-0.31%
HIW	D	-0.3%
AVY	D	-0.3%
LECO	B	-0.3%
GNTX	C	-0.3%
BPOP	B	-0.3%
ACI	C	-0.3%
LSTR	D	-0.3%
AR	B	-0.3%
HPQ	B	-0.3%
CTVA	C	-0.3%
NEU	C	-0.3%
DOX	D	-0.3%
EQR	B	-0.29%
A	D	-0.29%
IFF	D	-0.29%
RGLD	C	-0.29%
KRC	C	-0.29%
MOS	F	-0.29%
SJM	D	-0.29%
MOH	F	-0.29%
HSIC	B	-0.29%
BBY	D	-0.29%
ADM	D	-0.29%
SAM	C	-0.28%
VEEV	C	-0.28%
EXC	C	-0.28%
SNX	C	-0.28%
MEDP	D	-0.28%
SAIC	F	-0.28%
IQV	D	-0.28%
MKC	D	-0.28%
CLF	F	-0.28%
OMC	C	-0.28%
OLN	D	-0.28%
WST	C	-0.28%
AOS	F	-0.28%
STAG	F	-0.28%
PAYX	C	-0.27%
DVN	F	-0.27%
OVV	B	-0.27%
BYD	C	-0.27%
MPWR	F	-0.27%
INCY	C	-0.27%
CRUS	D	-0.27%
R	B	-0.27%
FRPT	B	-0.27%
SYY	B	-0.27%
LPX	B	-0.27%
TER	D	-0.27%
ASH	D	-0.26%
HRL	D	-0.26%
DRI	B	-0.26%
FLO	D	-0.26%
CDW	F	-0.26%
AMH	D	-0.26%
JAZZ	B	-0.26%
MAA	B	-0.25%
CNC	D	-0.25%
SMG	D	-0.25%
NBIX	C	-0.25%
UI	A	-0.25%
QGEN	D	-0.25%
RVTY	F	-0.25%
L	A	-0.25%
IRDM	D	-0.24%
SWKS	F	-0.24%
AGO	B	-0.24%
ON	D	-0.24%
MGM	D	-0.23%
STWD	C	-0.23%
EGP	F	-0.23%
FR	C	-0.23%
DLB	B	-0.22%
CROX	D	-0.22%
WPC	D	-0.22%
NNN	D	-0.22%
PRI	A	-0.22%
EXPD	D	-0.22%
HUN	F	-0.22%
EXP	A	-0.21%
MCHP	D	-0.21%
HSY	F	-0.21%
RPRX	D	-0.21%
FMC	D	-0.21%
CPT	B	-0.2%
BRKR	D	-0.2%
AFG	A	-0.19%
FITB	A	-0.19%
CE	F	-0.19%
FNF	B	-0.18%
GLW	B	-0.18%
REYN	D	-0.18%
REXR	F	-0.18%
NVT	B	-0.18%
FRT	B	-0.18%
BKR	B	-0.18%
RF	A	-0.17%
KEYS	A	-0.17%
ITT	A	-0.17%
BRO	B	-0.17%
ACHC	F	-0.17%
SLM	A	-0.17%
ELAN	D	-0.16%
SCI	B	-0.15%
CUZ	B	-0.15%
AXS	A	-0.15%
APA	D	-0.14%
AVT	C	-0.14%
SON	D	-0.14%
PINC	B	-0.14%
DFS	B	-0.14%
M	D	-0.14%
RYN	D	-0.14%
BAH	F	-0.14%
POOL	C	-0.13%
WEN	D	-0.13%
TXT	D	-0.13%
WTM	A	-0.13%
BWA	D	-0.13%
THO	B	-0.13%
AKAM	D	-0.12%
QRVO	F	-0.12%
CFG	B	-0.11%
ALLY	C	-0.11%
KEY	B	-0.1%
SLGN	A	-0.1%
CXT	B	-0.1%
ACGL	D	-0.1%
NSA	D	-0.09%
XRAY	F	-0.09%
LBRDK	C	-0.09%
AYI	B	-0.09%
ZION	B	-0.09%
TFX	F	-0.08%
PB	A	-0.07%
GEHC	F	-0.07%
TNL	A	-0.07%
RHI	B	-0.07%
FNB	A	-0.07%
CMA	A	-0.07%
TECH	D	-0.06%
CNXC	F	-0.06%
NDSN	B	-0.06%
GO	C	-0.06%
IEX	B	-0.05%
NVST	B	-0.05%
PFG	D	-0.05%
HXL	D	-0.05%
CR	A	-0.05%
WU	D	-0.04%
CRI	D	-0.04%
BIIB	F	-0.04%
VIRT	B	-0.04%
IPG	D	-0.03%
ADTN	A	-0.03%
FTRE	D	-0.03%
PAYC	B	-0.03%
HOG	D	-0.02%
KSS	F	-0.01%
ATR	B	-0.01%
CC	C	-0.0%
CNA	B	-0.0%