ESMV vs. JPUS ETF Comparison

Comparison of iShares ESG MSCI USA Min Vol Factor ETF (ESMV) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)

ESMV

iShares ESG MSCI USA Min Vol Factor ETF

ESMV Description

iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States

Grade (RS Rating)

Last Trade

$29.49

Average Daily Volume

4,983

Number of Holdings ^*

150

* 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	ESMV	JPUS
30 Days	2.11%	2.72%
60 Days	2.84%	2.86%
90 Days	4.91%	5.12%
12 Months	24.44%	27.89%

78 Overlapping Holdings

Symbol	Grade	Weight in ESMV	Weight in JPUS	Overlap
AAPL	C	0.52%	0.36%	0.36%
ACN	C	1.33%	0.32%	0.32%
ADBE	C	0.93%	0.05%	0.05%
AMGN	D	1.2%	0.35%	0.35%
AZO	C	0.41%	0.35%	0.35%
BMY	B	0.28%	0.25%	0.25%
CAH	B	0.08%	0.36%	0.08%
CBRE	B	0.51%	0.05%	0.05%
CDNS	B	1.11%	0.33%	0.33%
CHD	B	0.41%	0.34%	0.34%
CI	F	0.44%	0.35%	0.35%
CL	D	1.21%	0.32%	0.32%
CLX	B	0.34%	0.35%	0.34%
CMCSA	B	0.09%	0.42%	0.09%
CMS	C	0.58%	0.28%	0.28%
COR	B	0.77%	0.39%	0.39%
CPB	D	0.33%	0.33%	0.33%
CSCO	B	1.48%	0.41%	0.41%
CTSH	B	0.3%	0.37%	0.3%
CVX	A	0.34%	0.35%	0.34%
DGX	A	0.7%	0.36%	0.36%
EA	A	1.31%	0.19%	0.19%
ECL	D	0.32%	0.29%	0.29%
ED	D	1.26%	0.34%	0.34%
ELV	F	0.51%	0.26%	0.26%
EXC	C	0.05%	0.31%	0.05%
FAST	B	0.08%	0.39%	0.08%
FCNCA	A	0.24%	0.43%	0.24%
GEN	B	0.38%	0.07%	0.07%
GILD	C	1.29%	0.35%	0.35%
GIS	D	1.22%	0.33%	0.33%
GWW	B	1.68%	0.43%	0.43%
HOLX	D	0.51%	0.28%	0.28%
HPE	B	0.75%	0.3%	0.3%
HRL	D	0.35%	0.35%	0.35%
IBM	C	1.66%	0.3%	0.3%
INTU	C	0.18%	0.36%	0.18%
IT	C	0.72%	0.32%	0.32%
JNPR	F	0.45%	0.38%	0.38%
K	A	0.86%	0.38%	0.38%
KDP	D	0.16%	0.26%	0.16%
KHC	F	0.34%	0.34%	0.34%
KMB	D	0.55%	0.34%	0.34%
KO	D	0.79%	0.33%	0.33%
KR	B	1.09%	0.43%	0.43%
LDOS	C	0.11%	0.22%	0.11%
LIN	D	0.1%	0.28%	0.1%
LLY	F	1.25%	0.33%	0.33%
LOW	D	0.89%	0.37%	0.37%
MCK	B	1.38%	0.46%	0.46%
MMC	B	1.4%	0.05%	0.05%
MPC	D	0.1%	0.36%	0.1%
MRK	F	1.01%	0.26%	0.26%
MSFT	F	1.34%	0.35%	0.35%
MSI	B	1.81%	0.43%	0.43%
NEM	D	0.99%	0.18%	0.18%
NTAP	C	0.15%	0.31%	0.15%
NVDA	C	1.69%	0.45%	0.45%
ORCL	B	1.19%	0.41%	0.41%
PEG	A	1.64%	0.41%	0.41%
PEP	F	1.01%	0.34%	0.34%
PG	A	1.06%	0.36%	0.36%
PGR	A	1.33%	0.39%	0.39%
PSX	C	0.32%	0.35%	0.32%
REGN	F	0.65%	0.26%	0.26%
RSG	A	0.18%	0.4%	0.18%
SRE	A	0.53%	0.37%	0.37%
T	A	0.4%	0.4%	0.4%
TJX	A	0.06%	0.34%	0.06%
TMUS	B	1.65%	0.47%	0.47%
TRGP	B	0.82%	0.5%	0.5%
TSCO	D	0.27%	0.34%	0.27%
UNH	C	1.36%	0.34%	0.34%
VLTO	D	1.01%	0.04%	0.04%
VRTX	F	1.39%	0.37%	0.37%
VZ	C	1.37%	0.38%	0.38%
WM	A	1.44%	0.41%	0.41%
ZTS	D	0.63%	0.27%	0.27%

ESMV Overweight 72 Positions Relative to JPUS

Symbol	Grade	Weight
TRV	B	1.64%
NOC	D	1.43%
ADP	B	1.43%
TXN	C	1.39%
HD	A	1.39%
ROP	B	1.31%
HES	B	1.3%
FERG	B	1.3%
OKE	A	1.24%
TT	A	1.23%
V	A	1.13%
SPGI	C	1.07%
MCD	D	1.02%
MA	C	0.97%
JNJ	D	0.97%
KEYS	A	0.83%
PTC	A	0.78%
WDAY	B	0.77%
HUBS	A	0.77%
CRH	A	0.75%
CRM	B	0.74%
EQIX	A	0.74%
HON	B	0.69%
FICO	B	0.54%
NEE	D	0.5%
CHRW	C	0.49%
MELI	D	0.44%
RTX	C	0.43%
CME	A	0.43%
UBER	D	0.42%
DECK	A	0.41%
ODFL	B	0.4%
ES	D	0.4%
ICE	C	0.39%
YUM	B	0.39%
STX	D	0.36%
FI	A	0.34%
INTC	D	0.34%
AMCR	D	0.34%
SNPS	B	0.33%
NXPI	D	0.32%
VRSN	F	0.32%
HUM	C	0.31%
CNH	C	0.31%
BR	A	0.31%
AKAM	D	0.3%
LKQ	D	0.3%
ALNY	D	0.28%
INCY	C	0.26%
AJG	B	0.25%
XYL	D	0.25%
JCI	C	0.24%
ADSK	A	0.23%
AWK	D	0.22%
OTIS	C	0.21%
FSLR	F	0.19%
AIZ	A	0.19%
GDDY	A	0.19%
WTW	B	0.17%
ULTA	F	0.17%
NOW	A	0.17%
AZPN	A	0.17%
UPS	C	0.15%
TEAM	A	0.14%
DPZ	C	0.13%
JKHY	D	0.13%
FFIV	B	0.12%
MKC	D	0.12%
SOLV	C	0.11%
KNX	B	0.07%
HII	D	0.06%
AON	A	0.06%

ESMV Underweight 277 Positions Relative to JPUS

Symbol	Grade	Weight
VST	B	-0.64%
SYF	B	-0.52%
CIEN	B	-0.52%
UNM	A	-0.51%
KMI	A	-0.48%
ANET	C	-0.47%
NRG	B	-0.46%
PFGC	B	-0.46%
ETR	B	-0.46%
IP	B	-0.46%
PWR	A	-0.46%
COF	B	-0.45%
USFD	A	-0.44%
ETN	A	-0.43%
TAP	C	-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%
CMI	A	-0.42%
UTHR	C	-0.42%
XOM	B	-0.41%
JLL	D	-0.41%
WMB	A	-0.41%
CLH	B	-0.41%
SPG	B	-0.41%
NI	A	-0.41%
CASY	A	-0.41%
VLO	C	-0.4%
HST	C	-0.4%
CHTR	C	-0.4%
THC	D	-0.4%
WELL	A	-0.4%
FANG	D	-0.39%
HIG	B	-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%
LAMR	D	-0.39%
PPL	B	-0.39%
PHM	D	-0.38%
AVGO	D	-0.38%
RS	B	-0.38%
AM	A	-0.38%
OHI	C	-0.38%
AFL	B	-0.38%
REG	B	-0.38%
STLD	B	-0.38%
NVR	D	-0.38%
TSN	B	-0.37%
ESS	B	-0.37%
DVA	B	-0.37%
ORLY	B	-0.37%
FYBR	D	-0.37%
SO	D	-0.37%
MRO	B	-0.37%
BRX	A	-0.37%
NXST	C	-0.36%
GD	F	-0.36%
HRB	D	-0.36%
OGE	B	-0.36%
LEN	D	-0.36%
EIX	B	-0.36%
SCCO	F	-0.36%
DUK	C	-0.36%
LMT	D	-0.36%
XEL	A	-0.36%
SYY	B	-0.36%
CVS	D	-0.36%
DKS	C	-0.36%
MTG	C	-0.35%
HUBB	B	-0.35%
FNF	B	-0.35%
CTRA	B	-0.35%
CUBE	D	-0.35%
ADI	D	-0.35%
POST	C	-0.35%
ADM	D	-0.34%
PSA	D	-0.34%
D	C	-0.34%
PAG	B	-0.34%
ITW	B	-0.34%
HCA	F	-0.34%
GLPI	C	-0.34%
FE	C	-0.34%
WEC	A	-0.34%
BG	F	-0.34%
LNG	B	-0.34%
BLDR	D	-0.34%
OC	A	-0.34%
EVRG	A	-0.34%
VICI	C	-0.33%
MDLZ	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%
EMN	D	-0.32%
CF	B	-0.32%
BAC	A	-0.31%
ACI	C	-0.31%
AMAT	F	-0.31%
FITB	A	-0.31%
ACGL	D	-0.31%
LYB	F	-0.31%
UGI	A	-0.31%
ABT	B	-0.31%
WY	D	-0.31%
AEP	D	-0.31%
WSM	B	-0.31%
AVB	B	-0.31%
STZ	D	-0.31%
MAS	D	-0.3%
QCOM	F	-0.3%
DTE	C	-0.3%
AOS	F	-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%
AMP	A	-0.29%
LH	C	-0.28%
CAT	B	-0.28%
GNTX	C	-0.28%
EG	C	-0.28%
RPM	A	-0.28%
COP	C	-0.28%
SYK	C	-0.28%
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%
DOW	F	-0.26%
LRCX	F	-0.26%
AVY	D	-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%
BBY	D	-0.24%
ITT	A	-0.24%
SAM	C	-0.24%
PK	B	-0.24%
TGT	F	-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%
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%
BDX	F	-0.19%
MEDP	D	-0.19%
TKR	D	-0.19%
ASH	D	-0.19%
R	B	-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%
MOS	F	-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%
ATO	A	-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%
SWKS	F	-0.14%
MOH	F	-0.14%
STT	A	-0.13%
CSX	B	-0.13%
DFS	B	-0.13%
FBIN	D	-0.12%
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%
OXY	D	-0.1%
SMG	D	-0.1%
PRU	A	-0.1%
PFG	D	-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%
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%
NSA	D	-0.05%
CWEN	C	-0.05%
RRC	B	-0.05%
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%