HFND vs. JPIE ETF Comparison

Comparison of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) to JPMorgan Income ETF (JPIE)

HFND

Unlimited HFND Multi-Strategy Return Tracker ETF

HFND Description

The fund"s portfolio will generally consist of long and short positions in 30 to 50 Underlying ETFs and futures contracts. In addition, the fund may invest in swap agreements. It will not invest in hedge funds. To achieve an appropriate risk/return profile for the fund"s portfolio, the fund will also "short" the securities of Underlying ETFs. It is non-diversified.

Grade (RS Rating)

Last Trade

$21.37

Average Daily Volume

11,270

Number of Holdings ^*

6

* may have additional holdings in another (foreign) market

JPIE

JPMorgan Income ETF

JPIE Description

The investment seeks to provide income with a secondary objective of capital appreciation. The fund seeks to achieve its objective by investing opportunistically among multiple debt markets and sectors that the fund’s adviser, J.P. Morgan Investment Management Inc. (JPMIM or the adviser) believes have high potential to produce income and have low correlations to each other in order to manage risk. It has broad flexibility to invest in a wide variety of debt securities and instruments of any maturity.

Grade (RS Rating)

Last Trade

$45.16

Average Daily Volume

210,052

Number of Holdings ^*

1

* may have additional holdings in another (foreign) market

Performance

Period	HFND	JPIE
30 Days	-1.48%	0.41%
60 Days	0.47%	0.93%
90 Days	2.62%	0.53%
12 Months	5.95%	3.94%

1 Overlapping Holdings

	Symbol	Grade	Weight in HFND	Weight in JPIE	Overlap
	BKLN	A	7.41%	1.25%	1.25%

HFND Overweight 5 Positions Relative to JPIE

	Symbol	Grade	Weight
	HYG	A	20.25%
	EWA	B	7.17%
	VWO	A	5.65%
	EMHY	A	5.13%
	VXUS	A	5.07%

HFND Underweight 0 Positions Relative to JPIE

	Symbol	Grade	Weight

HFND: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Index Fund Bond Emerging Market Exchange Traded Funds High Yield Debt Stock Market Index Bond Market Bond Market Indices Capitalization Weighted Index Corporate Bond Credit Default Swap Index Economic Geography Ftse Emerging Index Ftse Global Energy Index Invesco Powershares Loan Morningstar Mlp Composite Index Tr Yield

JPIE: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Exchange Traded Funds Invesco Powershares Loan