IJK vs. JPUS ETF Comparison

Comparison of iShares S&P Mid-Cap 400 Growth ETF (IJK) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)
IJK

iShares S&P Mid-Cap 400 Growth ETF

IJK Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P MidCap 400® Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$97.93

Average Daily Volume

422,281

Number of Holdings *

253

* 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 IJK JPUS
30 Days 7.11% 2.72%
60 Days 6.21% 2.86%
90 Days 6.97% 5.12%
12 Months 34.17% 27.89%
61 Overlapping Holdings
Symbol Grade Weight in IJK Weight in JPUS Overlap
AM A 0.19% 0.38% 0.19%
BRBR A 0.32% 0.24% 0.24%
BRX A 0.25% 0.37% 0.25%
CACI D 0.25% 0.14% 0.14%
CASY A 0.97% 0.41% 0.41%
CHE D 0.33% 0.16% 0.16%
CIEN B 0.26% 0.52% 0.26%
CLH B 0.82% 0.41% 0.41%
CNM D 0.31% 0.21% 0.21%
COKE C 0.47% 0.21% 0.21%
CRUS D 0.2% 0.1% 0.1%
CSL C 1.34% 0.17% 0.17%
CUBE D 0.39% 0.35% 0.35%
DKS C 0.4% 0.36% 0.36%
DLB B 0.16% 0.06% 0.06%
DTM B 0.4% 0.17% 0.17%
EGP F 0.34% 0.06% 0.06%
EPR D 0.14% 0.17% 0.14%
EXP A 0.66% 0.21% 0.21%
FBIN D 0.24% 0.12% 0.12%
FR C 0.22% 0.16% 0.16%
GLPI C 0.38% 0.34% 0.34%
GNTX C 0.29% 0.28% 0.28%
HRB D 0.55% 0.36% 0.36%
IDA A 0.16% 0.02% 0.02%
INGR B 0.22% 0.42% 0.22%
IRDM D 0.11% 0.06% 0.06%
ITT A 0.82% 0.24% 0.24%
LAMR D 0.42% 0.39% 0.39%
LOPE B 0.3% 0.09% 0.09%
LPX B 0.3% 0.08% 0.08%
LSTR D 0.29% 0.04% 0.04%
MEDP D 0.52% 0.19% 0.19%
MSM C 0.13% 0.25% 0.13%
MTG C 0.16% 0.35% 0.16%
NEU C 0.28% 0.18% 0.18%
NNN D 0.19% 0.16% 0.16%
NSA D 0.1% 0.05% 0.05%
OC A 1.1% 0.34% 0.34%
OHI C 0.28% 0.38% 0.28%
OLN D 0.13% 0.26% 0.13%
PK B 0.2% 0.24% 0.2%
PR B 0.61% 0.23% 0.23%
RBC A 0.6% 0.07% 0.07%
RGLD C 0.31% 0.08% 0.08%
RPM A 0.62% 0.28% 0.28%
RRC B 0.53% 0.05% 0.05%
RS B 1.12% 0.38% 0.38%
SAIC F 0.14% 0.08% 0.08%
SAM C 0.08% 0.24% 0.08%
SCI B 0.41% 0.18% 0.18%
SLM A 0.14% 0.11% 0.11%
SMG D 0.08% 0.1% 0.08%
STAG F 0.22% 0.23% 0.22%
TKR D 0.12% 0.19% 0.12%
TNL A 0.17% 0.07% 0.07%
TOL B 1.02% 0.42% 0.42%
UTHR C 0.48% 0.42% 0.42%
VVV F 0.36% 0.11% 0.11%
WLK D 0.28% 0.32% 0.28%
WSM B 1.1% 0.31% 0.31%
IJK Overweight 192 Positions Relative to JPUS
Symbol Grade Weight
EME C 1.52%
LII A 1.28%
WSO A 1.19%
TPL A 1.12%
MANH D 1.09%
FIX A 1.04%
DT C 1.02%
GGG B 0.99%
PSTG D 0.97%
SAIA B 0.91%
TXRH C 0.86%
NVT B 0.79%
NBIX C 0.78%
BWXT B 0.76%
OVV B 0.76%
IBKR A 0.76%
LECO B 0.76%
DUOL A 0.75%
FND C 0.72%
TTEK F 0.72%
BLD D 0.68%
BURL A 0.67%
CHDN B 0.67%
AIT A 0.67%
KNSL B 0.67%
PRI A 0.66%
WWD B 0.66%
MUSA A 0.65%
HLI B 0.64%
EXEL B 0.64%
TPX B 0.62%
WMS D 0.61%
WING D 0.61%
MORN B 0.6%
PEN B 0.6%
AAON B 0.59%
AXTA A 0.58%
CW B 0.58%
FN D 0.56%
PCTY B 0.56%
NYT C 0.56%
CR A 0.55%
ELS C 0.55%
LNW D 0.54%
SKX D 0.53%
PLNT A 0.53%
ENSG D 0.53%
UFPI B 0.52%
CHRD D 0.52%
SRPT D 0.52%
XPO B 0.52%
EWBC A 0.51%
HLNE B 0.51%
ONTO D 0.51%
SSD D 0.5%
TREX C 0.49%
RNR C 0.49%
WEX D 0.48%
EVR B 0.48%
ANF C 0.48%
OLED D 0.47%
RYAN B 0.47%
GTLS B 0.46%
ESAB B 0.46%
AMH D 0.46%
ELF C 0.45%
H B 0.45%
FCN D 0.45%
MTDR B 0.44%
BMRN D 0.44%
MSA D 0.44%
LSCC D 0.44%
RGEN D 0.43%
ATR B 0.43%
ACM A 0.43%
DBX B 0.42%
ALTR B 0.4%
AVTR F 0.39%
WFRD D 0.39%
CNX A 0.38%
WTS B 0.38%
HALO F 0.38%
CROX D 0.38%
SFM A 0.38%
VNT B 0.38%
OLLI D 0.37%
RMBS C 0.36%
NXT C 0.35%
APPF B 0.35%
LNTH D 0.35%
QLYS C 0.35%
DCI B 0.34%
BYD C 0.33%
WAL B 0.33%
CCK C 0.33%
WH B 0.33%
CG A 0.33%
AYI B 0.33%
WTRG B 0.31%
RLI B 0.31%
FIVE F 0.31%
CIVI D 0.3%
MTN C 0.29%
HQY B 0.29%
MASI A 0.29%
GXO B 0.29%
CVLT B 0.29%
MTSI B 0.29%
EHC B 0.29%
ALV C 0.28%
EXLS B 0.27%
FCFS F 0.27%
LFUS F 0.27%
CHX C 0.26%
SEIC B 0.26%
CBT C 0.26%
CELH F 0.26%
BCO D 0.26%
TTC D 0.26%
KNF A 0.25%
PNFP B 0.25%
MIDD C 0.24%
CFR B 0.24%
MKSI C 0.23%
MMS F 0.23%
FLS B 0.23%
NOVT D 0.23%
ACHC F 0.23%
WMG C 0.23%
KBR F 0.23%
REXR F 0.23%
PSN D 0.22%
VNOM A 0.22%
SIGI C 0.22%
BRKR D 0.22%
TKO B 0.22%
ALTM C 0.22%
CBSH A 0.22%
JAZZ B 0.21%
VOYA B 0.21%
VAL D 0.21%
BC C 0.21%
SLAB D 0.21%
AZPN A 0.21%
CGNX C 0.2%
ROIV C 0.2%
DOCS C 0.2%
KEX C 0.2%
HAE C 0.18%
TDC D 0.18%
MAT D 0.18%
KBH D 0.18%
COTY F 0.17%
HWC B 0.17%
CYTK F 0.17%
OZK B 0.17%
HXL D 0.16%
EXPO D 0.16%
ARWR F 0.15%
EEFT B 0.15%
YETI C 0.14%
RH B 0.14%
FFIN B 0.14%
SHC F 0.14%
CHWY B 0.13%
TEX D 0.13%
MUR D 0.13%
GATX A 0.13%
BLKB B 0.13%
OPCH D 0.13%
CHH A 0.11%
IBOC A 0.11%
WEN D 0.11%
HGV B 0.11%
ENS D 0.11%
LANC C 0.11%
POWI D 0.11%
CAR C 0.11%
RYN D 0.1%
AZTA D 0.09%
NSP D 0.09%
CDP C 0.09%
COLM B 0.09%
CPRI F 0.08%
SYNA C 0.08%
AMED F 0.08%
ALGM D 0.07%
LIVN F 0.07%
VC D 0.07%
IPGP D 0.06%
ZI D 0.06%
EQH B 0.0%
IJK Underweight 294 Positions Relative to JPUS
Symbol Grade Weight
VST B -0.64%
SYF 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%
ETR B -0.46%
IP 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%
TAP C -0.43%
KR B -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%
CMCSA B -0.42%
META D -0.42%
CMI A -0.42%
XOM B -0.41%
CSCO B -0.41%
JLL D -0.41%
WMB A -0.41%
ORCL B -0.41%
WM A -0.41%
SPG B -0.41%
NI A -0.41%
PEG A -0.41%
RSG A -0.4%
VLO C -0.4%
HST C -0.4%
CHTR C -0.4%
THC D -0.4%
T A -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%
PGR A -0.39%
PPL B -0.39%
COR B -0.39%
FAST B -0.39%
PHM D -0.38%
AVGO D -0.38%
VZ C -0.38%
JNPR F -0.38%
AFL B -0.38%
REG B -0.38%
K A -0.38%
STLD B -0.38%
NVR D -0.38%
LOW D -0.37%
TSN B -0.37%
ESS B -0.37%
SRE A -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%
CTSH B -0.37%
CAH B -0.36%
NXST C -0.36%
DGX A -0.36%
GD F -0.36%
INTU C -0.36%
OGE B -0.36%
AAPL C -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%
MPC D -0.36%
SYY B -0.36%
CVS D -0.36%
PG A -0.36%
GILD C -0.35%
HUBB B -0.35%
MSFT F -0.35%
CI F -0.35%
FNF B -0.35%
CTRA B -0.35%
PSX C -0.35%
AMGN D -0.35%
CLX B -0.35%
ADI D -0.35%
POST C -0.35%
AZO C -0.35%
HRL D -0.35%
CVX A -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%
FE C -0.34%
CHD B -0.34%
ED D -0.34%
WEC A -0.34%
BG F -0.34%
LNG B -0.34%
TSCO D -0.34%
KMB D -0.34%
BLDR D -0.34%
UNH C -0.34%
PEP F -0.34%
EVRG A -0.34%
CPB D -0.33%
CDNS B -0.33%
VICI C -0.33%
GIS D -0.33%
MDLZ F -0.33%
LLY F -0.33%
HBAN A -0.33%
ABBV D -0.33%
UHS D -0.33%
X C -0.33%
KO D -0.33%
DHI D -0.33%
KIM A -0.33%
BAH F -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%
AEP D -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%
IBM C -0.3%
PKG A -0.3%
ESI A -0.3%
NFG A -0.3%
CTVA C -0.3%
HPE B -0.3%
JEF A -0.3%
ORI A -0.3%
ECL D -0.29%
AMP A -0.29%
LH C -0.28%
CAT B -0.28%
CMS C -0.28%
HOLX D -0.28%
EG C -0.28%
COP C -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%
MRK F -0.26%
KDP D -0.26%
DOW F -0.26%
REGN F -0.26%
ELV 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%
CBOE B -0.25%
BMY B -0.25%
BBY D -0.24%
TGT F -0.24%
ALLY C -0.24%
SNX C -0.24%
DRI B -0.24%
DOX D -0.24%
MDT D -0.23%
RVTY F -0.23%
ROST C -0.23%
APO B -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%
WPC D -0.21%
PPC C -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%
ASH D -0.19%
R B -0.18%
NEM D -0.18%
BKNG A -0.18%
CLF F -0.18%
STWD C -0.18%
M D -0.18%
MOS F -0.17%
UI A -0.17%
RGA A -0.17%
RHI B -0.17%
CPT B -0.17%
CCI D -0.16%
HUN F -0.16%
ATO A -0.16%
KRC C -0.16%
HIW D -0.15%
IPG D -0.15%
TMO F -0.15%
SWKS F -0.14%
MOH F -0.14%
STT A -0.13%
CSX B -0.13%
DFS B -0.13%
WRB A -0.12%
VIRT B -0.12%
USB A -0.11%
GOOGL C -0.11%
WU D -0.11%
DVN F -0.1%
OXY D -0.1%
PRU A -0.1%
PFG D -0.1%
CARR D -0.09%
FRT B -0.09%
RF A -0.09%
CFG B -0.07%
GEN B -0.07%
RMD C -0.07%
PCAR B -0.06%
NKE D -0.06%
AFG A -0.06%
KEY B -0.06%
AGO B -0.05%
ADBE C -0.05%
CBRE B -0.05%
CWEN C -0.05%
MMC B -0.05%
VLTO D -0.04%
SSNC B -0.04%
CRI D -0.03%
FTRE D -0.03%
HOG D -0.03%
MNST C -0.03%
LEG F -0.02%
PLD D -0.01%
KSS F -0.01%
SON D -0.01%
ROKU D -0.0%
Compare ETFs