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      IMCB vs. JPME ETF Comparison

      Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)
      IMCB

      iShares Morningstar Mid-Cap ETF

      IMCB Description

      IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.

      Grade (RS Rating)

      Last Trade

      $75.96

      Average Daily Volume

      31,378

      Number of Holdings *

      447

      * 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

      $104.79

      Average Daily Volume

      16,053

      Number of Holdings *

      340

      * may have additional holdings in another (foreign) market
      Performance
      Period IMCB JPME
      30 Days 2.91% 2.87%
      60 Days 5.00% 5.17%
      90 Days 8.36% 10.54%
      12 Months 27.81% 27.26%
      207 Overlapping Holdings
      Symbol Grade Weight in IMCB Weight in JPME Overlap
      A C 0.38% 0.31% 0.31%
      ACGL B 0.38% 0.12% 0.12%
      ACI F 0.07% 0.29% 0.07%
      ADM D 0.28% 0.29% 0.28%
      AEE B 0.21% 0.37% 0.21%
      AFG C 0.09% 0.19% 0.09%
      AFL A 0.52% 0.45% 0.45%
      AKAM D 0.14% 0.14% 0.14%
      ALLY F 0.09% 0.11% 0.09%
      AME C 0.37% 0.35% 0.35%
      AMH D 0.12% 0.29% 0.12%
      AMP B 0.42% 0.4% 0.4%
      ANSS D 0.26% 0.32% 0.26%
      AOS B 0.09% 0.32% 0.09%
      APA F 0.09% 0.14% 0.09%
      APP C 0.24% 0.56% 0.24%
      AR C 0.07% 0.27% 0.07%
      ATO B 0.19% 0.43% 0.19%
      AVB C 0.3% 0.42% 0.3%
      AVY C 0.16% 0.33% 0.16%
      BAH B 0.18% 0.15% 0.15%
      BBY A 0.18% 0.33% 0.18%
      BG F 0.13% 0.35% 0.13%
      BIIB F 0.27% 0.05% 0.05%
      BKR C 0.34% 0.16% 0.16%
      BLDR C 0.23% 0.38% 0.23%
      BRKR D 0.06% 0.26% 0.06%
      BRO C 0.23% 0.16% 0.16%
      CAG B 0.14% 0.4% 0.14%
      CAH C 0.25% 0.34% 0.25%
      CASY D 0.13% 0.36% 0.13%
      CBRE B 0.34% 0.48% 0.34%
      CDW D 0.28% 0.33% 0.28%
      CE D 0.13% 0.33% 0.13%
      CELH F 0.05% 0.2% 0.05%
      CF B 0.14% 0.39% 0.14%
      CFG D 0.18% 0.1% 0.1%
      CHD C 0.23% 0.34% 0.23%
      CHK C 0.07% 0.26% 0.07%
      CHTR D 0.3% 0.33% 0.3%
      CLH C 0.12% 0.41% 0.12%
      CLX C 0.18% 0.37% 0.18%
      CMI B 0.39% 0.4% 0.39%
      CMS B 0.19% 0.4% 0.19%
      CNC D 0.37% 0.3% 0.3%
      CNM F 0.08% 0.31% 0.08%
      CNP C 0.17% 0.32% 0.17%
      CPB C 0.09% 0.42% 0.09%
      CPT C 0.12% 0.21% 0.12%
      CSGP D 0.3% 0.32% 0.3%
      CSL B 0.19% 0.29% 0.19%
      CTRA F 0.16% 0.3% 0.16%
      CTVA B 0.38% 0.31% 0.31%
      DECK C 0.22% 0.31% 0.22%
      DFS C 0.33% 0.11% 0.11%
      DGX B 0.16% 0.39% 0.16%
      DHI C 0.55% 0.43% 0.43%
      DINO F 0.07% 0.29% 0.07%
      DKS D 0.11% 0.36% 0.11%
      DRI C 0.19% 0.28% 0.19%
      DTE A 0.23% 0.34% 0.23%
      DVA B 0.08% 0.42% 0.08%
      DVN F 0.24% 0.22% 0.22%
      ED B 0.33% 0.4% 0.33%
      EG B 0.16% 0.34% 0.16%
      EIX B 0.3% 0.42% 0.3%
      EME B 0.19% 0.31% 0.19%
      EMN B 0.12% 0.39% 0.12%
      EQR C 0.24% 0.31% 0.24%
      EQT C 0.18% 0.28% 0.18%
      ESS C 0.18% 0.33% 0.18%
      ETR A 0.25% 0.43% 0.25%
      EVRG B 0.13% 0.41% 0.13%
      EXC B 0.36% 0.3% 0.3%
      EXPD B 0.16% 0.24% 0.16%
      FANG F 0.29% 0.35% 0.29%
      FAST C 0.38% 0.37% 0.37%
      FCNCA D 0.22% 0.43% 0.22%
      FE B 0.2% 0.39% 0.2%
      FITB B 0.28% 0.17% 0.17%
      FNF B 0.14% 0.18% 0.14%
      GGG C 0.13% 0.34% 0.13%
      GIS B 0.39% 0.31% 0.31%
      GLPI C 0.12% 0.37% 0.12%
      GLW B 0.32% 0.17% 0.17%
      GRMN D 0.24% 0.39% 0.24%
      GWW B 0.42% 0.38% 0.38%
      HAL F 0.24% 0.24% 0.24%
      HBAN B 0.2% 0.35% 0.2%
      HES F 0.34% 0.05% 0.05%
      HIG B 0.32% 0.42% 0.32%
      HOLX D 0.18% 0.37% 0.18%
      HPE C 0.23% 0.24% 0.23%
      HPQ C 0.32% 0.25% 0.25%
      HRL F 0.09% 0.29% 0.09%
      HST D 0.12% 0.31% 0.12%
      HUBB B 0.21% 0.4% 0.21%
      IEX C 0.15% 0.04% 0.04%
      INCY C 0.1% 0.23% 0.1%
      IP C 0.16% 0.4% 0.16%
      IPG C 0.11% 0.03% 0.03%
      IQV D 0.41% 0.34% 0.34%
      IRM C 0.31% 0.46% 0.31%
      IT C 0.36% 0.37% 0.36%
      JBL C 0.12% 0.27% 0.12%
      JNPR A 0.12% 0.37% 0.12%
      K A 0.2% 0.51% 0.2%
      KEY C 0.15% 0.08% 0.08%
      KEYS B 0.25% 0.16% 0.16%
      KIM C 0.14% 0.35% 0.14%
      KR B 0.34% 0.4% 0.34%
      KVUE B 0.37% 0.34% 0.34%
      L D 0.14% 0.25% 0.14%
      LDOS A 0.19% 0.4% 0.19%
      LECO D 0.1% 0.26% 0.1%
      LEN B 0.02% 0.44% 0.02%
      LEN B 0.42% 0.44% 0.42%
      LNG D 0.38% 0.31% 0.31%
      LNT A 0.14% 0.32% 0.14%
      LW D 0.09% 0.22% 0.09%
      LYB D 0.23% 0.37% 0.23%
      MAA C 0.18% 0.26% 0.18%
      MANH B 0.16% 0.36% 0.16%
      MAS B 0.17% 0.34% 0.17%
      MCHP D 0.39% 0.24% 0.24%
      MEDP F 0.09% 0.25% 0.09%
      MGM D 0.08% 0.22% 0.08%
      MKC C 0.19% 0.34% 0.19%
      MOH D 0.19% 0.33% 0.19%
      MOS F 0.08% 0.26% 0.08%
      MPWR B 0.39% 0.4% 0.39%
      MRO D 0.14% 0.3% 0.14%
      MTB C 0.28% 0.26% 0.26%
      NBIX F 0.11% 0.24% 0.11%
      NDSN C 0.12% 0.06% 0.06%
      NI B 0.14% 0.44% 0.14%
      NRG B 0.16% 0.28% 0.16%
      NTAP D 0.23% 0.34% 0.23%
      NUE D 0.33% 0.3% 0.3%
      NVR B 0.27% 0.4% 0.27%
      NVT C 0.11% 0.17% 0.11%
      OC C 0.14% 0.37% 0.14%
      ODFL D 0.36% 0.31% 0.31%
      OKE C 0.5% 0.44% 0.44%
      OMC B 0.19% 0.29% 0.19%
      ON D 0.29% 0.24% 0.24%
      OVV F 0.1% 0.24% 0.1%
      PAG D 0.03% 0.34% 0.03%
      PAYC D 0.08% 0.03% 0.03%
      PAYX C 0.4% 0.25% 0.25%
      PCG C 0.39% 0.38% 0.38%
      PEG B 0.38% 0.42% 0.38%
      PFG B 0.18% 0.05% 0.05%
      PFGC B 0.11% 0.37% 0.11%
      PHM B 0.28% 0.46% 0.28%
      PKG B 0.18% 0.38% 0.18%
      POOL C 0.13% 0.13% 0.13%
      PPL A 0.22% 0.41% 0.22%
      PWR B 0.39% 0.38% 0.38%
      QRVO F 0.09% 0.18% 0.09%
      REG C 0.11% 0.38% 0.11%
      RF B 0.2% 0.15% 0.15%
      RGA C 0.13% 0.39% 0.13%
      RMD C 0.33% 0.32% 0.32%
      ROST C 0.47% 0.36% 0.36%
      RPM B 0.15% 0.39% 0.15%
      RPRX C 0.1% 0.24% 0.1%
      RS D 0.15% 0.35% 0.15%
      SCI C 0.11% 0.15% 0.11%
      SJM C 0.12% 0.35% 0.12%
      SNA B 0.14% 0.35% 0.14%
      SNX C 0.05% 0.25% 0.05%
      SPG B 0.47% 0.4% 0.4%
      SSNC C 0.15% 0.37% 0.15%
      STE B 0.22% 0.36% 0.22%
      STLD C 0.16% 0.35% 0.16%
      SWKS F 0.15% 0.26% 0.15%
      SYF C 0.19% 0.36% 0.19%
      SYY C 0.34% 0.29% 0.29%
      TAP D 0.09% 0.35% 0.09%
      TECH C 0.12% 0.07% 0.07%
      TER C 0.19% 0.32% 0.19%
      TFX B 0.11% 0.12% 0.11%
      THC C 0.15% 0.44% 0.15%
      TOL A 0.15% 0.47% 0.15%
      TPL C 0.16% 0.28% 0.16%
      TRGP C 0.31% 0.47% 0.31%
      TSCO B 0.27% 0.35% 0.27%
      TSN D 0.16% 0.31% 0.16%
      TXT D 0.16% 0.14% 0.14%
      TYL C 0.22% 0.38% 0.22%
      UHS C 0.13% 0.46% 0.13%
      UNM B 0.08% 0.43% 0.08%
      USFD C 0.13% 0.43% 0.13%
      UTHR B 0.12% 0.43% 0.12%
      VEEV C 0.29% 0.27% 0.27%
      VICI C 0.31% 0.37% 0.31%
      VST B 0.28% 0.38% 0.28%
      VTRS D 0.13% 0.35% 0.13%
      WEC B 0.27% 0.36% 0.27%
      WLK C 0.05% 0.35% 0.05%
      WMB C 0.5% 0.4% 0.4%
      WPC C 0.13% 0.27% 0.13%
      WSM C 0.17% 0.36% 0.17%
      WST D 0.21% 0.26% 0.21%
      WY C 0.22% 0.35% 0.22%
      XEL B 0.33% 0.35% 0.33%
      IMCB Overweight 240 Positions Relative to JPME
      Symbol Grade Weight
      PLTR C 0.68%
      GEV B 0.62%
      CARR B 0.62%
      NEM C 0.57%
      COF B 0.54%
      NSC C 0.53%
      TFC D 0.53%
      ADSK B 0.53%
      PSA C 0.52%
      HLT B 0.51%
      GM C 0.51%
      BK B 0.5%
      TRV C 0.5%
      URI B 0.49%
      O B 0.49%
      AEP C 0.49%
      SRE B 0.48%
      WDAY D 0.48%
      AZO B 0.48%
      JCI B 0.47%
      PCAR D 0.47%
      DLR B 0.47%
      CCI C 0.46%
      ALL C 0.46%
      TTD B 0.45%
      AIG D 0.45%
      FTNT B 0.45%
      KMB C 0.44%
      FIS C 0.44%
      FICO B 0.44%
      D C 0.44%
      VLO F 0.42%
      CPRT D 0.42%
      TEL D 0.42%
      PRU C 0.41%
      F F 0.4%
      LHX C 0.4%
      MSCI C 0.4%
      DASH B 0.39%
      FERG D 0.39%
      KMI C 0.39%
      IDXX D 0.39%
      KDP B 0.38%
      HWM B 0.37%
      STZ C 0.37%
      RCL B 0.37%
      EW F 0.37%
      OTIS B 0.36%
      COR F 0.36%
      IR B 0.36%
      HUM F 0.35%
      CTSH B 0.35%
      EXR C 0.35%
      VRSK D 0.35%
      SQ D 0.35%
      YUM B 0.34%
      DOW C 0.34%
      EFX C 0.34%
      GEHC B 0.33%
      EA D 0.32%
      DD B 0.32%
      ALNY C 0.32%
      COIN F 0.31%
      VRT C 0.31%
      VMC C 0.31%
      MLM D 0.31%
      DDOG D 0.31%
      EBAY B 0.3%
      XYL C 0.3%
      DELL C 0.29%
      KHC C 0.29%
      WAB B 0.29%
      LULU D 0.28%
      WTW B 0.28%
      DAL C 0.28%
      PPG C 0.28%
      ROK D 0.28%
      MTD C 0.28%
      HSY D 0.27%
      GPN D 0.27%
      ARES B 0.27%
      CPNG B 0.27%
      AWK C 0.27%
      AXON B 0.26%
      DXCM F 0.26%
      NDAQ C 0.26%
      STT B 0.25%
      HUBS D 0.25%
      FTV C 0.25%
      SBAC C 0.24%
      TEAM D 0.24%
      VLTO B 0.24%
      DOV B 0.24%
      IFF A 0.24%
      TROW C 0.23%
      BR C 0.23%
      NET D 0.23%
      VTR C 0.23%
      ES B 0.22%
      RJF C 0.22%
      RBLX C 0.22%
      TTWO D 0.22%
      FSLR C 0.22%
      SW B 0.22%
      MRNA F 0.21%
      BALL C 0.2%
      CINF C 0.2%
      WDC C 0.2%
      ILMN D 0.2%
      GDDY C 0.2%
      PTC C 0.2%
      CPAY B 0.2%
      SMCI F 0.2%
      ZBH F 0.2%
      COO C 0.2%
      MSTR C 0.2%
      MDB D 0.19%
      EL D 0.19%
      TRU B 0.19%
      TDY B 0.19%
      MKL C 0.19%
      INVH D 0.19%
      STX B 0.19%
      LH D 0.18%
      ALGN D 0.18%
      ULTA D 0.18%
      GPC D 0.18%
      LII C 0.18%
      BAX C 0.18%
      WAT B 0.18%
      SUI C 0.17%
      EXPE C 0.17%
      PINS D 0.17%
      ZBRA B 0.17%
      DKNG C 0.17%
      CCL C 0.17%
      AVTR C 0.17%
      WBD D 0.17%
      J A 0.17%
      DG F 0.17%
      ARE C 0.17%
      NTRS C 0.17%
      APTV D 0.16%
      LVS C 0.16%
      LUV C 0.16%
      UAL B 0.16%
      FWONK C 0.16%
      ENTG D 0.16%
      WSO C 0.16%
      BURL C 0.16%
      WRB D 0.16%
      FDS C 0.16%
      PNR B 0.15%
      VRSN C 0.15%
      ZS F 0.15%
      HEI C 0.15%
      ZM C 0.15%
      ENPH D 0.15%
      AMCR B 0.15%
      SWK B 0.15%
      LPLA D 0.15%
      PODD C 0.15%
      ROL C 0.14%
      DLTR F 0.14%
      PSTG F 0.14%
      LYV A 0.14%
      GEN A 0.14%
      DOC B 0.14%
      NTRA C 0.14%
      RVTY B 0.14%
      ACM B 0.13%
      UDR C 0.13%
      TW B 0.13%
      DPZ D 0.13%
      IBKR B 0.13%
      NTNX D 0.13%
      DT C 0.13%
      JBHT D 0.13%
      TRMB C 0.13%
      WING C 0.12%
      ALLE B 0.12%
      FFIV B 0.12%
      BXP C 0.12%
      FND C 0.12%
      JKHY B 0.12%
      EXAS D 0.12%
      FLEX B 0.12%
      ELS D 0.12%
      BLD C 0.12%
      XPO D 0.12%
      ERIE B 0.12%
      BMRN F 0.12%
      AES C 0.12%
      RNR B 0.12%
      FIX B 0.12%
      CCK B 0.11%
      SRPT F 0.11%
      RRX C 0.11%
      HOOD C 0.11%
      DOCU C 0.11%
      OKTA F 0.11%
      EQH C 0.11%
      SAIA D 0.11%
      KMX D 0.11%
      TTEK C 0.11%
      ALB D 0.1%
      TWLO C 0.1%
      HII F 0.1%
      CRL F 0.1%
      LKQ F 0.1%
      SNAP D 0.1%
      WMS D 0.1%
      EPAM F 0.1%
      HEI C 0.1%
      DAY D 0.09%
      FOXA B 0.09%
      WTRG D 0.09%
      CG C 0.09%
      BJ D 0.09%
      CHDN D 0.09%
      CNH C 0.09%
      SOLV D 0.09%
      NWSA D 0.09%
      MORN C 0.08%
      UHAL B 0.07%
      WYNN C 0.07%
      BEN F 0.06%
      U D 0.06%
      AZPN B 0.06%
      WBA F 0.06%
      BSY C 0.06%
      FOX B 0.05%
      PCOR D 0.05%
      SIRI C 0.05%
      NWS D 0.03%
      COTY D 0.03%
      FWONA C 0.02%
      AGR C 0.02%
      UHAL B 0.01%
      ALAB C 0.01%
      IMCB Underweight 134 Positions Relative to JPME
      Symbol Grade Weight
      FYBR C -0.51%
      JEF C -0.51%
      OHI C -0.46%
      MTG B -0.46%
      ALSN B -0.45%
      BRX C -0.44%
      ORI B -0.43%
      CUBE C -0.42%
      LAMR B -0.42%
      CACI B -0.42%
      INGR B -0.42%
      PNW C -0.41%
      POST B -0.41%
      EHC B -0.4%
      CBOE C -0.4%
      JLL B -0.39%
      OGE B -0.39%
      TXRH B -0.38%
      AJG D -0.38%
      TKR C -0.38%
      EPR C -0.38%
      OMF D -0.38%
      ROKU D -0.38%
      AM B -0.37%
      HRB C -0.37%
      SPB B -0.37%
      NFG B -0.37%
      AN C -0.37%
      NXST D -0.36%
      PK D -0.35%
      CHE C -0.35%
      ESI C -0.35%
      VVV D -0.34%
      PPC D -0.34%
      CIEN B -0.34%
      HSIC C -0.33%
      MSM D -0.33%
      ACHC D -0.33%
      EXEL C -0.33%
      BPOP C -0.32%
      DOX C -0.32%
      STAG D -0.32%
      CRUS D -0.32%
      SAIC C -0.32%
      HIW C -0.32%
      XP D -0.32%
      TPR A -0.32%
      Z C -0.32%
      LSTR D -0.31%
      GNTX D -0.3%
      X F -0.3%
      KRC C -0.3%
      OLN D -0.3%
      NEU D -0.3%
      SRCL B -0.29%
      FLO C -0.29%
      UGI B -0.29%
      QGEN C -0.28%
      CROX C -0.28%
      NNN B -0.27%
      FRPT C -0.27%
      HUN C -0.27%
      SWN C -0.27%
      LITE B -0.27%
      EGP C -0.27%
      RBC B -0.27%
      SAM D -0.26%
      FR C -0.26%
      RRC D -0.26%
      BYD C -0.25%
      ASH F -0.25%
      IRDM C -0.25%
      DTM C -0.25%
      STWD B -0.24%
      IDA B -0.23%
      JAZZ D -0.23%
      REXR C -0.23%
      COKE C -0.23%
      R C -0.23%
      CLF F -0.23%
      AGO D -0.22%
      LBRDK C -0.22%
      BRBR B -0.21%
      DLB D -0.21%
      PRI B -0.2%
      REYN C -0.19%
      EXP B -0.19%
      FRT C -0.19%
      CWEN A -0.17%
      ELAN D -0.17%
      ITT B -0.16%
      RYN C -0.16%
      LPX B -0.15%
      GO F -0.15%
      RGLD C -0.15%
      CUZ C -0.15%
      SLM C -0.15%
      SON D -0.15%
      M F -0.14%
      AXS B -0.14%
      XRAY D -0.14%
      PINC D -0.13%
      AVT B -0.13%
      THO C -0.13%
      WEN C -0.13%
      BWA C -0.13%
      WTM F -0.12%
      UI B -0.12%
      CACC F -0.11%
      SLGN B -0.1%
      CNXC F -0.09%
      SMG B -0.08%
      AYI B -0.08%
      CC D -0.08%
      ZION D -0.07%
      TNL C -0.06%
      PB D -0.06%
      FNB D -0.06%
      RHI D -0.06%
      CMA C -0.06%
      CR B -0.05%
      CRI D -0.05%
      HXL F -0.05%
      WU C -0.04%
      NVST D -0.04%
      LEG D -0.04%
      VIRT C -0.04%
      ADTN C -0.03%
      BBWI D -0.03%
      FTRE F -0.03%
      HOG C -0.02%
      KSS D -0.01%
      ATR B -0.01%
      CNA D -0.0%

      IMCB: Top Represented Industries & Keywords

      Industries: Software - Application Diagnostics & Research Business Services Diversified Industrials Utilities - Regulated Electric Oil & Gas E&P REIT - Residential Biotechnology Packaged Foods Specialty Retail Asset Management Banks - Regional - US Software - Infrastructure Engineering & Construction Insurance - Property & Casualty Medical Instruments & Supplies Specialty Chemicals Utilities - Diversified Broadcasting - TV Building Materials
      Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Electricity Real Estate Investment Trust Aerospace Electronics Chemical Beverage Telecommunications Cloud Computing Insurance Products Medicine Mining Bank Biotechnology Building Materials Retailing

      JPME: Top Represented Industries & Keywords

      Industries: Utilities - Regulated Electric Packaged Foods Oil & Gas E&P Banks - Regional - US Biotechnology Diversified Industrials Medical Instruments & Supplies REIT - Retail Specialty Chemicals Communication Equipment Credit Services Diagnostics & Research Information Technology Services Medical Care Packaging & Containers REIT - Diversified REIT - Residential Semiconductors Software - Application Building Materials
      Keywords: S&P 500 Natural Gas Electricity Real Estate Investment Trust Insurance Electronics Nasdaq 100 Bank Computing Aerospace Banking Chemical Insurance Products Disability Mining Plastic Semiconductor Biotechnology Food Products Metals
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