EQIN vs. JPUS ETF Comparison

Comparison of Columbia U.S. Equity Income ETF (EQIN) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)

EQIN

Columbia U.S. Equity Income ETF

EQIN Description

Under normal market conditions, the fund invests at least 80% of its assets (including the amount of any borrowings for investment purposes) in income-producing (dividend-paying) equity securities of U.S. companies. The fund typically invests in common stocks.

Grade (RS Rating)

Last Trade

$47.81

Average Daily Volume

19,049

Number of Holdings ^*

* may have additional holdings in another (foreign) market

JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPUS Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in 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. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

Grade (RS Rating)

Last Trade

$122.50

Average Daily Volume

6,905

Number of Holdings ^*

355

* may have additional holdings in another (foreign) market

Performance

Period	EQIN	JPUS
30 Days	1.23%	2.72%
60 Days	1.64%	2.86%
90 Days	4.11%	5.12%
12 Months	24.23%	27.89%

65 Overlapping Holdings

Symbol	Grade	Weight in EQIN	Weight in JPUS	Overlap
ADI	D	1.52%	0.35%	0.35%
AEP	D	0.75%	0.31%	0.31%
AFL	B	0.83%	0.38%	0.38%
AMGN	D	2.2%	0.35%	0.35%
AOS	F	0.13%	0.3%	0.13%
ATO	A	0.33%	0.16%	0.16%
AVGO	D	4.34%	0.38%	0.38%
AVY	D	0.23%	0.26%	0.23%
BBY	D	0.26%	0.24%	0.24%
CAH	B	0.43%	0.36%	0.36%
CAT	B	2.73%	0.28%	0.28%
CI	F	1.3%	0.35%	0.35%
CMCSA	B	2.42%	0.42%	0.42%
CMI	A	0.72%	0.42%	0.42%
COP	C	1.94%	0.28%	0.28%
CTSH	B	0.56%	0.37%	0.37%
CVX	A	4.32%	0.35%	0.35%
DGX	A	0.26%	0.36%	0.26%
DKS	C	0.16%	0.36%	0.16%
DTE	C	0.37%	0.3%	0.3%
ED	D	0.49%	0.34%	0.34%
EIX	B	0.48%	0.36%	0.36%
ETR	B	0.47%	0.46%	0.46%
EVRG	A	0.21%	0.34%	0.21%
FBIN	D	0.13%	0.12%	0.12%
GD	F	1.15%	0.36%	0.36%
GIS	D	0.51%	0.33%	0.33%
HIG	B	0.51%	0.39%	0.39%
HPE	B	0.41%	0.3%	0.3%
HUBB	B	0.35%	0.35%	0.35%
IBM	C	2.81%	0.3%	0.3%
IP	B	0.29%	0.46%	0.29%
K	A	0.34%	0.38%	0.34%
KDP	D	0.48%	0.26%	0.26%
KO	D	3.88%	0.33%	0.33%
KR	B	0.61%	0.43%	0.43%
LEN	D	0.58%	0.36%	0.36%
LMT	D	1.86%	0.36%	0.36%
MDLZ	F	1.25%	0.33%	0.33%
MMC	B	1.62%	0.05%	0.05%
MOS	F	0.12%	0.17%	0.12%
MPC	D	0.78%	0.36%	0.36%
NI	A	0.24%	0.41%	0.24%
OC	A	0.25%	0.34%	0.25%
OXY	D	0.68%	0.1%	0.1%
PEG	A	0.65%	0.41%	0.41%
PEP	F	3.19%	0.34%	0.34%
PFG	D	0.29%	0.1%	0.1%
PSX	C	0.81%	0.35%	0.35%
QCOM	F	2.69%	0.3%	0.3%
SRE	A	0.86%	0.37%	0.37%
STT	A	0.42%	0.13%	0.13%
STZ	D	0.53%	0.31%	0.31%
SWKS	F	0.2%	0.14%	0.14%
T	A	2.42%	0.4%	0.4%
TAP	C	0.15%	0.43%	0.15%
TGT	F	1.06%	0.24%	0.24%
TSCO	D	0.44%	0.34%	0.34%
UNH	C	4.43%	0.34%	0.34%
VZ	C	2.61%	0.38%	0.38%
WEC	A	0.46%	0.34%	0.34%
WMB	A	1.03%	0.41%	0.41%
WSM	B	0.24%	0.31%	0.24%
XEL	A	0.57%	0.36%	0.36%
XOM	B	4.42%	0.41%	0.41%

EQIN Overweight 33 Positions Relative to JPUS

Symbol	Grade	Weight
HD	A	4.92%
SCHW	B	2.0%
ADP	B	1.78%
DE	A	1.52%
ICE	C	1.32%
CME	A	1.2%
EMR	A	1.08%
NOC	D	1.05%
SLB	C	0.91%
BK	A	0.85%
JCI	C	0.82%
NXPI	D	0.82%
AIG	B	0.72%
WTW	B	0.47%
RJF	A	0.45%
PPG	F	0.42%
BR	A	0.39%
HAL	C	0.39%
AEE	A	0.36%
CDW	F	0.35%
ES	D	0.33%
SNA	A	0.27%
EXPD	D	0.25%
IEX	B	0.25%
LNT	A	0.23%
NDSN	B	0.2%
CHRW	C	0.19%
ALLE	D	0.18%
OVV	B	0.17%
CCK	C	0.16%
FOXA	B	0.15%
CNH	C	0.13%
HII	D	0.11%

EQIN Underweight 290 Positions Relative to JPUS

Symbol	Grade	Weight
VST	B	-0.64%
SYF	B	-0.52%
CIEN	B	-0.52%
UNM	A	-0.51%
TRGP	B	-0.5%
KMI	A	-0.48%
ANET	C	-0.47%
TMUS	B	-0.47%
NRG	B	-0.46%
PFGC	B	-0.46%
PWR	A	-0.46%
MCK	B	-0.46%
COF	B	-0.45%
NVDA	C	-0.45%
USFD	A	-0.44%
ETN	A	-0.43%
GWW	B	-0.43%
FCNCA	A	-0.43%
MSI	B	-0.43%
GRMN	B	-0.43%
CEG	D	-0.42%
ALSN	B	-0.42%
APH	A	-0.42%
INGR	B	-0.42%
TOL	B	-0.42%
META	D	-0.42%
UTHR	C	-0.42%
CSCO	B	-0.41%
JLL	D	-0.41%
ORCL	B	-0.41%
CLH	B	-0.41%
WM	A	-0.41%
SPG	B	-0.41%
CASY	A	-0.41%
RSG	A	-0.4%
VLO	C	-0.4%
HST	C	-0.4%
CHTR	C	-0.4%
THC	D	-0.4%
WELL	A	-0.4%
FANG	D	-0.39%
BRK.A	B	-0.39%
PM	B	-0.39%
PH	A	-0.39%
MO	A	-0.39%
KVUE	A	-0.39%
IRM	D	-0.39%
PNW	B	-0.39%
PGR	A	-0.39%
LAMR	D	-0.39%
PPL	B	-0.39%
COR	B	-0.39%
FAST	B	-0.39%
PHM	D	-0.38%
RS	B	-0.38%
JNPR	F	-0.38%
AM	A	-0.38%
OHI	C	-0.38%
REG	B	-0.38%
STLD	B	-0.38%
NVR	D	-0.38%
LOW	D	-0.37%
TSN	B	-0.37%
ESS	B	-0.37%
DVA	B	-0.37%
ORLY	B	-0.37%
FYBR	D	-0.37%
VRTX	F	-0.37%
SO	D	-0.37%
MRO	B	-0.37%
BRX	A	-0.37%
NXST	C	-0.36%
HRB	D	-0.36%
INTU	C	-0.36%
OGE	B	-0.36%
AAPL	C	-0.36%
SCCO	F	-0.36%
DUK	C	-0.36%
SYY	B	-0.36%
CVS	D	-0.36%
PG	A	-0.36%
GILD	C	-0.35%
MTG	C	-0.35%
MSFT	F	-0.35%
FNF	B	-0.35%
CTRA	B	-0.35%
CUBE	D	-0.35%
CLX	B	-0.35%
POST	C	-0.35%
AZO	C	-0.35%
HRL	D	-0.35%
ADM	D	-0.34%
PSA	D	-0.34%
D	C	-0.34%
PAG	B	-0.34%
ITW	B	-0.34%
KHC	F	-0.34%
TJX	A	-0.34%
HCA	F	-0.34%
GLPI	C	-0.34%
FE	C	-0.34%
CHD	B	-0.34%
BG	F	-0.34%
LNG	B	-0.34%
KMB	D	-0.34%
BLDR	D	-0.34%
CPB	D	-0.33%
CDNS	B	-0.33%
VICI	C	-0.33%
LLY	F	-0.33%
HBAN	A	-0.33%
ABBV	D	-0.33%
UHS	D	-0.33%
X	C	-0.33%
DHI	D	-0.33%
KIM	A	-0.33%
BAH	F	-0.32%
WLK	D	-0.32%
CAG	D	-0.32%
KLAC	D	-0.32%
EOG	A	-0.32%
IT	C	-0.32%
ACN	C	-0.32%
EMN	D	-0.32%
CL	D	-0.32%
CF	B	-0.32%
BAC	A	-0.31%
NTAP	C	-0.31%
ACI	C	-0.31%
AMAT	F	-0.31%
FITB	A	-0.31%
ACGL	D	-0.31%
LYB	F	-0.31%
EXC	C	-0.31%
UGI	A	-0.31%
ABT	B	-0.31%
WY	D	-0.31%
AVB	B	-0.31%
MAS	D	-0.3%
NUE	C	-0.3%
PKG	A	-0.3%
ESI	A	-0.3%
NFG	A	-0.3%
CTVA	C	-0.3%
JEF	A	-0.3%
ORI	A	-0.3%
ECL	D	-0.29%
AMP	A	-0.29%
LH	C	-0.28%
CMS	C	-0.28%
HOLX	D	-0.28%
GNTX	C	-0.28%
EG	C	-0.28%
RPM	A	-0.28%
SYK	C	-0.28%
LIN	D	-0.28%
ZTS	D	-0.27%
SPB	C	-0.27%
WST	C	-0.27%
UNP	C	-0.27%
CB	C	-0.27%
DHR	F	-0.27%
HSY	F	-0.26%
OLN	D	-0.26%
MRK	F	-0.26%
DOW	F	-0.26%
REGN	F	-0.26%
ELV	F	-0.26%
LRCX	F	-0.26%
DINO	D	-0.26%
FCX	D	-0.25%
VTR	C	-0.25%
STE	F	-0.25%
MSM	C	-0.25%
CBOE	B	-0.25%
BMY	B	-0.25%
ITT	A	-0.24%
SAM	C	-0.24%
PK	B	-0.24%
ALLY	C	-0.24%
SNX	C	-0.24%
DRI	B	-0.24%
DOX	D	-0.24%
BRBR	A	-0.24%
MDT	D	-0.23%
RVTY	F	-0.23%
PR	B	-0.23%
ROST	C	-0.23%
APO	B	-0.23%
STAG	F	-0.23%
VTRS	A	-0.23%
GEHC	F	-0.22%
LDOS	C	-0.22%
OMF	A	-0.22%
IFF	D	-0.21%
FLO	D	-0.21%
EXP	A	-0.21%
COKE	C	-0.21%
WPC	D	-0.21%
PPC	C	-0.21%
CNM	D	-0.21%
BPOP	B	-0.21%
MAA	B	-0.21%
SJM	D	-0.21%
GAP	C	-0.2%
EQR	B	-0.2%
CE	F	-0.2%
F	C	-0.19%
EA	A	-0.19%
BDX	F	-0.19%
MEDP	D	-0.19%
TKR	D	-0.19%
ASH	D	-0.19%
R	B	-0.18%
NEM	D	-0.18%
BKNG	A	-0.18%
CLF	F	-0.18%
STWD	C	-0.18%
SCI	B	-0.18%
M	D	-0.18%
NEU	C	-0.18%
CSL	C	-0.17%
UI	A	-0.17%
RGA	A	-0.17%
EPR	D	-0.17%
RHI	B	-0.17%
CPT	B	-0.17%
DTM	B	-0.17%
CCI	D	-0.16%
FR	C	-0.16%
HUN	F	-0.16%
NNN	D	-0.16%
KRC	C	-0.16%
CHE	D	-0.16%
HIW	D	-0.15%
IPG	D	-0.15%
TMO	F	-0.15%
CACI	D	-0.14%
MOH	F	-0.14%
CSX	B	-0.13%
DFS	B	-0.13%
WRB	A	-0.12%
VIRT	B	-0.12%
SLM	A	-0.11%
VVV	F	-0.11%
USB	A	-0.11%
GOOGL	C	-0.11%
WU	D	-0.11%
DVN	F	-0.1%
CRUS	D	-0.1%
SMG	D	-0.1%
PRU	A	-0.1%
CARR	D	-0.09%
LOPE	B	-0.09%
FRT	B	-0.09%
RF	A	-0.09%
RGLD	C	-0.08%
SAIC	F	-0.08%
LPX	B	-0.08%
TNL	A	-0.07%
CFG	B	-0.07%
RBC	A	-0.07%
GEN	B	-0.07%
RMD	C	-0.07%
PCAR	B	-0.06%
DLB	B	-0.06%
NKE	D	-0.06%
AFG	A	-0.06%
KEY	B	-0.06%
EGP	F	-0.06%
IRDM	D	-0.06%
AGO	B	-0.05%
ADBE	C	-0.05%
NSA	D	-0.05%
CBRE	B	-0.05%
CWEN	C	-0.05%
RRC	B	-0.05%
VLTO	D	-0.04%
SSNC	B	-0.04%
LSTR	D	-0.04%
CRI	D	-0.03%
FTRE	D	-0.03%
HOG	D	-0.03%
MNST	C	-0.03%
LEG	F	-0.02%
IDA	A	-0.02%
PLD	D	-0.01%
KSS	F	-0.01%
SON	D	-0.01%
ROKU	D	-0.0%