IVOG vs. JPUS ETF Comparison

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

IVOG

Vanguard S&P Mid-Cap 400 Growth ETF

IVOG Description

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400Â® Growth Index, which represents the growth companies of the S&P MidCap 400 Index. The index measures the performance of mid-capitalization growth stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$108.92

Average Daily Volume

24,589

Number of Holdings ^*

239

* 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

$108.66

Average Daily Volume

9,383

Number of Holdings ^*

350

* may have additional holdings in another (foreign) market

Performance

Period	IVOG	JPUS
30 Days	0.32%	-0.35%
60 Days	-2.54%	-1.58%
90 Days	-2.71%	-1.67%
12 Months	19.23%	14.02%

53 Overlapping Holdings

Symbol	Grade	Weight in IVOG	Weight in JPUS	Overlap
AM	B	0.21%	0.4%	0.21%
BRX	B	0.21%	0.31%	0.21%
CACI	B	0.25%	0.13%	0.13%
CASY	C	0.88%	0.49%	0.49%
CELH	F	0.85%	0.28%	0.28%
CHE	D	0.36%	0.17%	0.17%
CIEN	C	0.2%	0.22%	0.2%
CLH	B	0.78%	0.49%	0.49%
CNM	C	0.4%	0.2%	0.2%
CSL	C	1.45%	0.16%	0.16%
CUBE	B	0.37%	0.4%	0.37%
DKS	C	0.5%	0.48%	0.48%
DLB	D	0.2%	0.07%	0.07%
DTM	B	0.29%	0.02%	0.02%
EGP	B	0.35%	0.07%	0.07%
EPR	B	0.14%	0.15%	0.14%
EXP	F	0.57%	0.15%	0.15%
FR	C	0.21%	0.16%	0.16%
GLPI	B	0.37%	0.34%	0.34%
GNTX	D	0.37%	0.33%	0.33%
HRB	C	0.5%	0.43%	0.43%
IDA	D	0.14%	0.15%	0.14%
INGR	D	0.2%	0.38%	0.2%
IRDM	F	0.13%	0.06%	0.06%
ITT	D	0.78%	0.2%	0.2%
LAMR	B	0.43%	0.41%	0.41%
LOPE	C	0.3%	0.07%	0.07%
LPX	D	0.27%	0.07%	0.07%
LSTR	D	0.32%	0.05%	0.05%
MEDP	C	0.64%	0.27%	0.27%
MSM	F	0.15%	0.22%	0.15%
MTG	B	0.16%	0.32%	0.16%
NEU	D	0.26%	0.18%	0.18%
NNN	B	0.2%	0.2%	0.2%
OC	D	1.15%	0.27%	0.27%
OHI	A	0.23%	0.39%	0.23%
OLN	F	0.19%	0.29%	0.19%
PK	D	0.24%	0.16%	0.16%
RPM	D	0.56%	0.25%	0.25%
RRC	C	0.64%	0.06%	0.06%
RS	D	1.24%	0.34%	0.34%
SAIC	F	0.18%	0.07%	0.07%
SAM	C	0.1%	0.1%	0.1%
SCI	C	0.39%	0.18%	0.18%
SLM	D	0.14%	0.09%	0.09%
STAG	B	0.23%	0.25%	0.23%
TKR	D	0.16%	0.2%	0.16%
TNL	D	0.16%	0.06%	0.06%
TOL	D	0.91%	0.39%	0.39%
UTHR	B	0.42%	0.39%	0.39%
VVV	B	0.38%	0.22%	0.22%
WLK	D	0.37%	0.4%	0.37%
WSM	D	1.35%	0.48%	0.48%

IVOG Overweight 186 Positions Relative to JPUS

Symbol	Grade	Weight
GDDY	A	1.41%
EME	D	1.31%
PSTG	B	1.28%
LII	B	1.15%
WSO	B	1.06%
GGG	D	0.98%
NVT	C	0.97%
MANH	B	0.97%
NBIX	C	0.96%
BLD	C	0.94%
OVV	D	0.93%
FND	F	0.89%
SWAV	A	0.88%
WMS	D	0.85%
FIX	D	0.83%
CHRD	C	0.82%
TXRH	B	0.82%
TTEK	D	0.8%
LECO	D	0.8%
WWD	D	0.8%
WING	C	0.78%
SAIA	C	0.78%
DT	D	0.78%
ONTO	B	0.76%
ELF	C	0.74%
LSCC	D	0.73%
SRPT	C	0.69%
SKX	C	0.68%
TREX	F	0.67%
CROX	C	0.67%
BURL	B	0.66%
CHDN	B	0.63%
TPX	D	0.63%
LNW	B	0.62%
WFRD	C	0.62%
RBC	C	0.61%
MUSA	C	0.6%
NYT	B	0.6%
PR	C	0.6%
BWXT	B	0.6%
KNSL	F	0.6%
SWN	D	0.59%
PRI	C	0.57%
IBKR	B	0.57%
WEX	D	0.57%
AXTA	C	0.56%
FIVE	F	0.55%
OLED	A	0.55%
RGEN	F	0.55%
FCN	D	0.54%
ELS	C	0.54%
MORN	B	0.54%
UFPI	D	0.53%
AIT	C	0.53%
CR	D	0.52%
PEN	D	0.52%
SSD	F	0.51%
CW	C	0.5%
MTDR	D	0.5%
HLI	B	0.5%
CIVI	D	0.49%
DUOL	F	0.49%
AMH	A	0.49%
EQH	B	0.49%
MSA	C	0.48%
H	C	0.47%
EXEL	C	0.47%
GTLS	F	0.47%
RNR	D	0.47%
ACHC	F	0.45%
PCTY	F	0.44%
VNT	D	0.44%
RMBS	B	0.43%
ESAB	D	0.42%
XPO	D	0.42%
HALO	A	0.42%
ATR	D	0.41%
DBX	F	0.41%
LNTH	C	0.4%
ALV	D	0.4%
EWBC	D	0.4%
PLNT	B	0.39%
WTS	D	0.39%
ACM	D	0.39%
ERIE	C	0.38%
QLYS	D	0.37%
DCI	D	0.36%
AAON	B	0.36%
OLLI	A	0.36%
VAL	B	0.35%
EVR	A	0.35%
MTN	F	0.34%
CCK	F	0.34%
WTRG	D	0.33%
COKE	B	0.33%
BCO	B	0.33%
APPF	B	0.33%
CG	C	0.32%
LFUS	C	0.32%
RGLD	B	0.31%
CHX	C	0.3%
CNX	C	0.29%
TTC	C	0.29%
SLAB	D	0.29%
BRBR	B	0.29%
AYI	D	0.29%
KBR	D	0.29%
WH	C	0.28%
COTY	D	0.28%
EHC	C	0.28%
MKSI	B	0.28%
BYD	C	0.27%
REXR	C	0.27%
GXO	F	0.27%
CBT	D	0.27%
RLI	D	0.27%
MMS	C	0.27%
HQY	C	0.26%
BRKR	F	0.26%
MASI	F	0.25%
CGNX	B	0.25%
MIDD	F	0.25%
BC	F	0.25%
MTSI	A	0.25%
CRUS	A	0.25%
SFM	B	0.24%
NOVT	D	0.24%
SEIC	D	0.24%
TDC	D	0.23%
SIGI	F	0.23%
KEX	B	0.22%
VOYA	D	0.22%
OPCH	F	0.21%
FLS	D	0.21%
CFR	D	0.2%
EEFT	D	0.2%
MAT	F	0.2%
JAZZ	F	0.2%
EXLS	B	0.2%
CVLT	B	0.2%
KNF	C	0.2%
ARWR	C	0.2%
HXL	D	0.2%
KBH	D	0.19%
MUR	D	0.19%
CBSH	C	0.19%
EXPO	C	0.18%
PNFP	D	0.18%
ETRN	D	0.18%
HAE	C	0.18%
CYTK	C	0.17%
TEX	D	0.16%
PGNY	D	0.16%
YETI	F	0.16%
OZK	D	0.16%
BLKB	D	0.15%
HWC	C	0.15%
CAR	F	0.15%
POWI	D	0.15%
CPRI	D	0.14%
AZTA	F	0.13%
GATX	B	0.13%
LANC	C	0.13%
HGV	D	0.13%
ENS	C	0.13%
RH	D	0.13%
NSP	F	0.12%
DOCS	C	0.12%
SYNA	D	0.11%
WOLF	F	0.11%
FFIN	D	0.11%
RYN	D	0.11%
WEN	F	0.11%
CHH	C	0.1%
NSA	C	0.1%
SHC	C	0.1%
VC	F	0.1%
COLM	C	0.1%
ZI	F	0.09%
LIVN	D	0.09%
AMED	A	0.09%
IBOC	D	0.09%
SMG	D	0.08%
IPGP	D	0.08%
MP	D	0.07%
ALGM	C	0.05%

IVOG Underweight 297 Positions Relative to JPUS

Symbol	Grade	Weight
XOM	D	-0.77%
VST	C	-0.63%
NVDA	B	-0.59%
META	B	-0.57%
TRGP	A	-0.51%
APH	B	-0.48%
CEG	C	-0.47%
ANET	A	-0.47%
LLY	A	-0.46%
PEG	A	-0.46%
KMB	B	-0.45%
CL	B	-0.45%
KLAC	A	-0.45%
BG	B	-0.45%
PWR	D	-0.44%
MO	B	-0.44%
ADI	B	-0.44%
PGR	B	-0.44%
MCK	B	-0.44%
AVGO	B	-0.44%
PM	A	-0.44%
HIG	C	-0.43%
MSFT	A	-0.43%
VRTX	A	-0.43%
TMUS	B	-0.43%
MSI	A	-0.43%
HCA	C	-0.43%
IRM	A	-0.43%
AMAT	A	-0.43%
AAPL	A	-0.42%
RSG	A	-0.42%
ORCL	A	-0.42%
REGN	B	-0.42%
ETN	C	-0.42%
SCCO	C	-0.42%
KO	B	-0.42%
LRCX	A	-0.42%
FCNCA	C	-0.42%
GD	D	-0.42%
WM	B	-0.41%
CHD	C	-0.41%
PG	B	-0.41%
AMGN	B	-0.41%
USFD	C	-0.41%
K	D	-0.41%
TSCO	D	-0.41%
PEP	D	-0.4%
EIX	C	-0.4%
ATO	D	-0.4%
CPB	B	-0.4%
MRK	D	-0.4%
STZ	C	-0.4%
SO	B	-0.4%
PHM	D	-0.39%
POST	C	-0.39%
NVR	D	-0.39%
SPG	C	-0.39%
MPC	D	-0.39%
BRK.A	D	-0.39%
KR	C	-0.39%
DVA	D	-0.38%
MMC	A	-0.38%
ELV	C	-0.38%
CI	D	-0.38%
NI	B	-0.38%
AZO	C	-0.38%
JNPR	B	-0.38%
HPE	C	-0.38%
PSX	D	-0.38%
T	B	-0.38%
ORLY	C	-0.38%
VZ	B	-0.38%
CDNS	B	-0.38%
INTU	B	-0.38%
UHS	C	-0.38%
ETR	D	-0.38%
NTAP	A	-0.38%
UNM	D	-0.37%
PCG	D	-0.37%
CNP	B	-0.37%
WELL	B	-0.37%
ABBV	C	-0.37%
LYB	D	-0.37%
GRMN	D	-0.37%
CTRA	D	-0.37%
TJX	A	-0.37%
PPL	D	-0.37%
FYBR	C	-0.37%
VLO	D	-0.37%
PNW	C	-0.37%
SYY	D	-0.36%
FE	C	-0.36%
KHC	D	-0.36%
CSCO	D	-0.36%
ED	D	-0.36%
MDLZ	D	-0.36%
GWW	C	-0.36%
DHI	D	-0.36%
LEN	D	-0.36%
LMT	C	-0.36%
SYF	B	-0.36%
CVX	D	-0.35%
AOS	D	-0.35%
CLX	D	-0.35%
PSA	B	-0.35%
CMCSA	F	-0.35%
FANG	B	-0.35%
AFL	B	-0.35%
GIS	D	-0.35%
SRE	B	-0.35%
BAH	C	-0.35%
COF	D	-0.35%
STLD	D	-0.34%
LOW	D	-0.34%
ACGL	C	-0.34%
CAH	D	-0.34%
CMI	D	-0.34%
VICI	D	-0.34%
ABT	D	-0.34%
MNST	D	-0.34%
HST	D	-0.34%
ESI	B	-0.34%
NXST	B	-0.34%
CTSH	C	-0.34%
AVB	B	-0.34%
WMB	B	-0.34%
OGE	C	-0.34%
PFGC	D	-0.34%
DUK	C	-0.33%
D	C	-0.33%
EVRG	C	-0.33%
DHR	D	-0.33%
UNH	D	-0.33%
KVUE	F	-0.33%
DGX	C	-0.33%
KMI	A	-0.33%
ACI	F	-0.33%
CSGP	F	-0.32%
PLD	C	-0.32%
WY	F	-0.32%
MRO	C	-0.32%
FAST	D	-0.32%
TAP	F	-0.32%
DOW	D	-0.32%
XEL	D	-0.32%
ZTS	C	-0.32%
LNG	B	-0.31%
CAG	D	-0.31%
PAG	D	-0.31%
IT	B	-0.31%
EQT	D	-0.31%
FNF	D	-0.31%
ITW	D	-0.31%
ACN	D	-0.31%
EQIX	C	-0.31%
EXC	F	-0.31%
JLL	B	-0.31%
WEC	D	-0.31%
NFG	D	-0.3%
HUBB	C	-0.3%
GILD	C	-0.3%
HOLX	C	-0.3%
DTE	D	-0.3%
EG	D	-0.3%
NUE	F	-0.3%
LW	F	-0.3%
X	C	-0.3%
SYK	C	-0.29%
COP	D	-0.29%
LIN	C	-0.29%
EOG	D	-0.29%
WST	F	-0.29%
PH	C	-0.29%
UNP	D	-0.28%
STE	C	-0.28%
CHTR	C	-0.28%
AEE	D	-0.28%
BAC	A	-0.28%
CB	D	-0.28%
ROST	B	-0.28%
EMN	D	-0.28%
CF	F	-0.28%
KIM	B	-0.28%
DINO	F	-0.28%
HUN	F	-0.27%
ALSN	B	-0.27%
CMS	D	-0.27%
HRL	F	-0.27%
BLDR	F	-0.27%
MAS	D	-0.27%
IP	C	-0.27%
ALLY	B	-0.27%
SJM	D	-0.27%
PKG	C	-0.26%
SPB	D	-0.26%
FCX	C	-0.26%
ORI	D	-0.26%
CE	F	-0.26%
MDT	D	-0.25%
ESS	B	-0.25%
BBY	B	-0.25%
CBOE	D	-0.25%
REG	C	-0.25%
Z	C	-0.25%
AMP	C	-0.24%
HBAN	C	-0.24%
FITB	C	-0.24%
AME	D	-0.24%
WPC	D	-0.24%
DRI	D	-0.24%
VTR	B	-0.23%
TGT	C	-0.23%
GEHC	D	-0.23%
CAT	C	-0.23%
DOX	D	-0.23%
CVS	F	-0.23%
BDX	F	-0.22%
MAA	C	-0.22%
UGI	D	-0.22%
M	C	-0.22%
PFE	C	-0.22%
SWKS	B	-0.21%
ROKU	C	-0.21%
JEF	A	-0.21%
F	B	-0.21%
NEM	A	-0.2%
BMY	F	-0.2%
VTRS	D	-0.2%
STWD	C	-0.19%
OMF	D	-0.19%
FLO	D	-0.19%
RHI	D	-0.19%
BPOP	D	-0.19%
EA	B	-0.18%
APO	B	-0.18%
ECL	A	-0.18%
TMO	D	-0.18%
DFS	B	-0.18%
XP	F	-0.18%
CPT	B	-0.18%
CLF	D	-0.18%
RGA	B	-0.17%
HE	F	-0.17%
MOS	F	-0.17%
CCI	D	-0.17%
CABO	F	-0.16%
BKNG	A	-0.16%
MOH	F	-0.15%
LBRDK	C	-0.15%
IPG	F	-0.15%
NSC	D	-0.15%
WU	D	-0.14%
CSX	C	-0.13%
GOOGL	A	-0.13%
R	C	-0.13%
WRB	B	-0.12%
OXY	D	-0.12%
ASH	D	-0.12%
CHK	D	-0.11%
NYCB	F	-0.11%
SNX	D	-0.11%
GO	F	-0.1%
PFG	D	-0.1%
IBM	B	-0.1%
STT	C	-0.1%
VIRT	D	-0.1%
PRU	B	-0.09%
USB	D	-0.09%
HIW	B	-0.09%
RF	B	-0.08%
KRC	D	-0.08%
GL	D	-0.08%
NKE	F	-0.08%
CARR	D	-0.08%
ADBE	B	-0.07%
OTIS	B	-0.07%
CC	F	-0.07%
UI	B	-0.06%
PCAR	D	-0.06%
AFG	D	-0.06%
CWEN	D	-0.05%
HUM	C	-0.05%
CFG	B	-0.05%
PPC	B	-0.04%
CBRE	C	-0.04%
SSNC	C	-0.04%
VLTO	D	-0.04%
AGO	D	-0.04%
KEY	C	-0.04%
HOG	F	-0.03%
CRI	F	-0.03%
FTRE	F	-0.03%
LEG	F	-0.03%
OLPX	F	-0.02%
SON	F	-0.01%
KSS	F	-0.01%
SNDR	C	-0.0%