IVOO vs. JPME ETF Comparison

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

Vanguard S&P Mid-Cap 400 ETF

IVOO Description

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Index. The index measures the performance of mid-capitalization 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

$99.11

Average Daily Volume

40,133

Number of Holdings *

392

* 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

$95.20

Average Daily Volume

10,077

Number of Holdings *

345

* may have additional holdings in another (foreign) market
Performance
Period IVOO JPME
30 Days 0.58% 0.55%
60 Days 0.91% 0.20%
90 Days -3.42% -3.51%
12 Months 14.26% 10.74%
135 Overlapping Holdings
Symbol Grade Weight in IVOO Weight in JPME Overlap
ACHC D 0.24% 0.31% 0.24%
AFG D 0.32% 0.19% 0.19%
ALLY B 0.39% 0.13% 0.13%
AM B 0.19% 0.41% 0.19%
AMH A 0.43% 0.29% 0.29%
AN D 0.16% 0.36% 0.16%
AR D 0.38% 0.34% 0.34%
ASH D 0.19% 0.19% 0.19%
ATR D 0.36% 0.01% 0.01%
BRKR F 0.23% 0.27% 0.23%
BRX B 0.25% 0.39% 0.25%
BYD D 0.14% 0.24% 0.14%
CACC C 0.11% 0.11% 0.11%
CACI B 0.35% 0.46% 0.35%
CASY B 0.46% 0.5% 0.46%
CC F 0.14% 0.1% 0.1%
CELH F 0.44% 0.28% 0.28%
CHE D 0.31% 0.35% 0.31%
CHK D 0.38% 0.3% 0.3%
CIEN C 0.26% 0.3% 0.26%
CLF D 0.32% 0.27% 0.27%
CLH B 0.41% 0.5% 0.41%
CNM D 0.37% 0.33% 0.33%
CNXC D 0.11% 0.09% 0.09%
CR B 0.27% 0.04% 0.04%
CRI F 0.09% 0.05% 0.05%
CROX B 0.35% 0.34% 0.34%
CRUS A 0.23% 0.39% 0.23%
CSL C 0.76% 0.15% 0.15%
CUBE B 0.35% 0.4% 0.35%
CUZ C 0.13% 0.1% 0.1%
DINO D 0.32% 0.35% 0.32%
DKS B 0.49% 0.5% 0.49%
DLB D 0.18% 0.25% 0.18%
DTM A 0.24% 0.26% 0.24%
EGP B 0.29% 0.27% 0.27%
EHC B 0.32% 0.45% 0.32%
EPR B 0.12% 0.36% 0.12%
EXEL B 0.24% 0.28% 0.24%
EXP D 0.3% 0.15% 0.15%
FAF D 0.21% 0.09% 0.09%
FLO D 0.17% 0.23% 0.17%
FNB C 0.18% 0.06% 0.06%
FNF C 0.49% 0.16% 0.16%
FR C 0.23% 0.25% 0.23%
FYBR B 0.22% 0.41% 0.22%
GGG D 0.51% 0.34% 0.34%
GLPI B 0.45% 0.34% 0.34%
GNTX D 0.3% 0.37% 0.3%
GO D 0.08% 0.21% 0.08%
HOG D 0.17% 0.02% 0.02%
HRB A 0.26% 0.35% 0.26%
HXL F 0.22% 0.05% 0.05%
IART C 0.08% 0.04% 0.04%
IDA C 0.18% 0.22% 0.18%
INGR D 0.29% 0.39% 0.29%
IRDM F 0.14% 0.16% 0.14%
ITT C 0.41% 0.15% 0.15%
JAZZ F 0.25% 0.27% 0.25%
JEF A 0.29% 0.44% 0.29%
JLL B 0.36% 0.34% 0.34%
KRC D 0.13% 0.13% 0.13%
LAMR A 0.39% 0.42% 0.39%
LECO D 0.42% 0.26% 0.26%
LEG F 0.06% 0.04% 0.04%
LITE B 0.11% 0.27% 0.11%
LPX C 0.22% 0.13% 0.13%
LSTR B 0.24% 0.34% 0.24%
M C 0.2% 0.18% 0.18%
MANH B 0.5% 0.37% 0.37%
MEDP B 0.34% 0.3% 0.3%
MSM D 0.15% 0.3% 0.15%
MTG B 0.21% 0.43% 0.21%
NBIX C 0.5% 0.2% 0.2%
NEU F 0.14% 0.31% 0.14%
NFG D 0.2% 0.36% 0.2%
NNN A 0.28% 0.27% 0.27%
NVST F 0.12% 0.04% 0.04%
NVT D 0.5% 0.2% 0.2%
NXST C 0.2% 0.34% 0.2%
NYCB F 0.09% 0.15% 0.09%
OC C 0.6% 0.46% 0.46%
OGE C 0.27% 0.37% 0.27%
OHI A 0.3% 0.43% 0.3%
OLN F 0.24% 0.34% 0.24%
ORI C 0.31% 0.39% 0.31%
OVV C 0.49% 0.28% 0.28%
PAG D 0.11% 0.33% 0.11%
PB C 0.22% 0.05% 0.05%
PFGC D 0.4% 0.36% 0.36%
PII F 0.17% 0.1% 0.1%
PK C 0.12% 0.34% 0.12%
POST C 0.2% 0.4% 0.2%
PPC A 0.05% 0.23% 0.05%
PRI B 0.29% 0.19% 0.19%
R B 0.2% 0.21% 0.2%
RBC C 0.32% 0.11% 0.11%
REXR C 0.36% 0.22% 0.22%
RGA B 0.52% 0.4% 0.4%
RGLD C 0.31% 0.14% 0.14%
RPM D 0.54% 0.38% 0.38%
RRC D 0.33% 0.32% 0.32%
RS D 0.64% 0.35% 0.35%
RYN D 0.15% 0.17% 0.15%
SAIC D 0.26% 0.25% 0.25%
SAM C 0.11% 0.1% 0.1%
SCI B 0.39% 0.15% 0.15%
SLGN D 0.14% 0.09% 0.09%
SLM C 0.18% 0.15% 0.15%
SMG D 0.11% 0.07% 0.07%
SNX C 0.38% 0.27% 0.27%
SON F 0.22% 0.15% 0.15%
SRCL B 0.18% 0.28% 0.18%
STAG B 0.24% 0.31% 0.24%
STWD C 0.22% 0.25% 0.22%
SWN D 0.31% 0.29% 0.29%
THC B 0.51% 0.57% 0.51%
THO D 0.2% 0.11% 0.11%
TKR D 0.21% 0.38% 0.21%
TNL B 0.12% 0.06% 0.06%
TOL D 0.47% 0.4% 0.4%
TXRH B 0.43% 0.44% 0.43%
UGI C 0.2% 0.25% 0.2%
UNM C 0.36% 0.4% 0.36%
USFD B 0.45% 0.44% 0.44%
UTHR A 0.48% 0.46% 0.46%
VVV B 0.2% 0.39% 0.2%
WEN F 0.11% 0.13% 0.11%
WLK D 0.19% 0.43% 0.19%
WPC D 0.46% 0.26% 0.26%
WSM C 0.7% 0.5% 0.5%
WU D 0.17% 0.04% 0.04%
X D 0.32% 0.29% 0.29%
XRAY F 0.22% 0.14% 0.14%
ZION C 0.24% 0.07% 0.07%
IVOO Overweight 257 Positions Relative to JPME
Symbol Grade Weight
GDDY B 0.73%
EME C 0.68%
PSTG B 0.67%
LII B 0.6%
BURL B 0.57%
WSO C 0.55%
IBKR B 0.5%
EQH B 0.49%
BLD D 0.49%
SWAV A 0.46%
XPO D 0.46%
FND F 0.46%
RNR C 0.45%
SRPT B 0.45%
ELS B 0.44%
BJ B 0.44%
WMS D 0.44%
ACM D 0.44%
CHRD C 0.43%
FIX D 0.43%
TTEK C 0.42%
WWD C 0.42%
DT F 0.41%
ONTO B 0.4%
CW B 0.4%
WING A 0.4%
SAIA B 0.4%
ELF B 0.39%
EWBC C 0.39%
CCK F 0.38%
LSCC F 0.38%
RRX F 0.37%
SKX B 0.36%
CG C 0.35%
ALV D 0.35%
TREX F 0.35%
WTRG C 0.35%
ERIE C 0.34%
CHDN A 0.33%
TPX D 0.33%
FHN C 0.33%
DCI D 0.33%
KBR C 0.33%
LNW B 0.32%
GPK D 0.32%
WFRD C 0.32%
SF A 0.31%
MUSA B 0.31%
TTC B 0.31%
NYT A 0.31%
PR C 0.31%
BWXT B 0.31%
ARMK A 0.31%
KNSL F 0.31%
AYI D 0.3%
MKSI B 0.3%
WEX D 0.3%
SFM A 0.3%
OLED A 0.29%
RGEN D 0.29%
GMED A 0.29%
KNX C 0.29%
VOYA D 0.29%
AXTA D 0.29%
CGNX C 0.29%
WCC F 0.29%
AA C 0.29%
UFPI D 0.28%
FLR B 0.28%
NOV B 0.28%
OSK C 0.28%
AIT C 0.28%
FCN C 0.28%
MORN C 0.28%
COHR B 0.28%
WBS D 0.28%
BRBR C 0.28%
FIVE F 0.28%
LEA F 0.27%
PVH F 0.27%
MTN D 0.27%
PEN D 0.27%
KEX B 0.27%
DUOL B 0.26%
MIDD F 0.26%
BERY D 0.26%
LAD D 0.26%
HQY A 0.26%
MTDR D 0.26%
EVR A 0.26%
HLI A 0.26%
ARW F 0.26%
SSD F 0.26%
CBSH C 0.25%
GTLS D 0.25%
MSA B 0.25%
AGCO F 0.25%
SEIC D 0.25%
MTZ C 0.25%
CIVI D 0.25%
LFUS C 0.24%
DAR D 0.24%
FLS C 0.24%
H B 0.24%
CFR C 0.24%
CMC C 0.24%
ESNT B 0.23%
PNFP C 0.23%
ADC B 0.23%
KD B 0.23%
PCTY F 0.23%
VNT D 0.23%
ETRN D 0.23%
MUR D 0.23%
TMHC C 0.23%
GME C 0.23%
GPS C 0.23%
CHX C 0.23%
ST D 0.23%
MAT F 0.23%
SNV A 0.22%
NOVT B 0.22%
ESAB D 0.22%
HALO A 0.22%
RLI D 0.22%
WH C 0.22%
SSB C 0.22%
SIGI F 0.22%
RMBS D 0.22%
GXO D 0.22%
WTFC C 0.22%
MASI C 0.21%
MTSI A 0.21%
AIRC A 0.21%
LNTH B 0.21%
CBT D 0.21%
BC F 0.21%
DBX D 0.21%
VMI B 0.2%
MMS B 0.2%
OPCH F 0.2%
ONB C 0.2%
PLNT B 0.2%
WTS D 0.2%
G D 0.2%
AMG C 0.2%
PBF D 0.19%
AAON B 0.19%
OLLI B 0.19%
EEFT D 0.19%
WHR C 0.19%
MDU B 0.19%
QLYS D 0.19%
KBH B 0.19%
CADE C 0.19%
CYTK D 0.19%
THG C 0.18%
KRG B 0.18%
EXPO B 0.18%
VAL B 0.18%
GATX B 0.18%
EXLS B 0.18%
AVT C 0.18%
JHG B 0.17%
POR C 0.17%
COKE A 0.17%
BCO B 0.17%
SWX D 0.17%
APPF B 0.17%
CVLT A 0.17%
LOPE C 0.16%
HAE D 0.16%
NJR C 0.16%
POWI F 0.16%
ENS B 0.16%
UBSI C 0.16%
OZK D 0.16%
HOMB C 0.16%
ASGN D 0.16%
VNO B 0.15%
BDC B 0.15%
CNX C 0.15%
TEX D 0.15%
KNF C 0.15%
SLAB F 0.15%
CPRI D 0.15%
COLB D 0.15%
HWC C 0.15%
ORA C 0.15%
AVNT C 0.15%
GBCI C 0.15%
RH D 0.15%
ZI F 0.14%
ALE B 0.14%
MAN F 0.14%
SYNA F 0.14%
PRGO F 0.14%
IRT A 0.14%
LANC C 0.14%
BKH C 0.14%
FFIN C 0.14%
COTY D 0.14%
AMKR B 0.13%
SBRA A 0.13%
SR C 0.13%
DOCS B 0.13%
PCH F 0.13%
OGS C 0.13%
GT F 0.13%
YETI D 0.13%
UMBF C 0.13%
KMPR C 0.13%
VC D 0.12%
CNO C 0.12%
NWE C 0.12%
TDC D 0.12%
ASB C 0.12%
BLKB C 0.12%
PNM D 0.12%
LIVN C 0.12%
NSP F 0.12%
AZTA D 0.11%
NSA B 0.11%
ARWR C 0.11%
TCBI C 0.11%
BHF D 0.11%
TGNA D 0.11%
HGV D 0.11%
COLM D 0.11%
AMED F 0.11%
VAC D 0.11%
VSH D 0.11%
IBOC C 0.11%
VLY D 0.11%
IPGP D 0.1%
ADNT F 0.1%
NEOG C 0.1%
PENN C 0.1%
ZD C 0.1%
GHC D 0.1%
FHI C 0.1%
CHH B 0.1%
MP F 0.09%
WOLF F 0.09%
WERN D 0.09%
ENOV D 0.09%
RCM B 0.09%
HELE F 0.09%
CAR F 0.08%
JWN B 0.08%
ALGM D 0.08%
PGNY D 0.08%
GEF F 0.06%
UA D 0.05%
UAA D 0.05%
SHC C 0.05%
HTZ F 0.02%
IVOO Underweight 210 Positions Relative to JPME
Symbol Grade Weight
VST C -0.65%
IP B -0.53%
TRGP A -0.52%
CEG C -0.52%
APH B -0.49%
ESI B -0.47%
PEG B -0.47%
BG B -0.46%
AVB A -0.46%
EMN C -0.45%
PWR C -0.45%
IRM A -0.44%
MPWR B -0.44%
HIG B -0.44%
DVA C -0.44%
NTAP A -0.44%
UHS B -0.43%
WMB A -0.43%
FANG C -0.43%
OKE B -0.43%
SPB C -0.43%
TSCO C -0.42%
CHD C -0.42%
WELL A -0.42%
AMP C -0.42%
RSG A -0.42%
K D -0.42%
ETR C -0.42%
KR D -0.41%
NI B -0.41%
TER B -0.41%
LDOS B -0.41%
AFL B -0.41%
FCNCA C -0.41%
ATO B -0.41%
PHM D -0.4%
GRMN B -0.4%
ALSN C -0.4%
CPB C -0.4%
OMF C -0.4%
EIX D -0.4%
APP B -0.39%
PSX D -0.39%
SPG B -0.39%
AJG B -0.39%
HUBB D -0.39%
ROST B -0.39%
CNP A -0.39%
PPL D -0.39%
CBRE B -0.38%
PCG D -0.38%
DGX D -0.38%
IT B -0.38%
JNPR B -0.38%
LYB C -0.38%
AVY C -0.38%
CAG D -0.38%
EVRG C -0.38%
CMI D -0.38%
LEN D -0.37%
GWW D -0.37%
ED D -0.37%
STLD C -0.37%
AME D -0.37%
FE D -0.37%
PH C -0.37%
PKG B -0.37%
PNW C -0.37%
HPE B -0.37%
CTRA D -0.37%
CAH D -0.36%
SWKS B -0.36%
REG B -0.36%
CBOE D -0.36%
CDW D -0.36%
CF D -0.36%
ANSS D -0.36%
CMS D -0.36%
EG B -0.35%
SNA D -0.35%
AOS D -0.35%
NVR C -0.35%
SJM F -0.35%
ESS B -0.35%
TYL A -0.35%
CLX D -0.35%
CE F -0.35%
STE C -0.35%
FAST F -0.35%
ACI F -0.34%
SYF A -0.34%
TPR B -0.34%
HST D -0.34%
VICI C -0.34%
DECK B -0.34%
HOLX C -0.34%
WEC D -0.33%
TAP F -0.33%
DHI D -0.33%
BBY B -0.33%
AEE D -0.33%
SSNC B -0.33%
A D -0.33%
EQT D -0.33%
MRO B -0.33%
HSIC F -0.32%
LNG B -0.32%
CSGP D -0.32%
IQV F -0.32%
XEL D -0.32%
WY F -0.32%
ICLR C -0.32%
DTE C -0.32%
VTRS D -0.32%
LW F -0.31%
JBL F -0.31%
KIM B -0.31%
MOH F -0.31%
TPL B -0.31%
NUE D -0.31%
ODFL D -0.3%
XP F -0.3%
HES D -0.3%
DOX D -0.3%
WST D -0.3%
Z C -0.29%
HRL F -0.29%
MAS D -0.29%
MKC D -0.29%
HBAN C -0.29%
DRI C -0.28%
MOS D -0.28%
VEEV F -0.28%
HAL D -0.28%
BPOP C -0.28%
HPQ B -0.28%
NRG C -0.28%
HUN F -0.28%
OMC D -0.27%
HE F -0.27%
PAYX D -0.27%
LNT C -0.27%
EXPD B -0.27%
BLDR F -0.27%
QGEN D -0.27%
RMD D -0.27%
MGM B -0.27%
MCHP C -0.26%
INCY B -0.26%
DVN C -0.26%
QRVO B -0.26%
MAA B -0.26%
RPRX F -0.25%
DFS A -0.25%
L D -0.25%
ON F -0.24%
MTB B -0.23%
HIW B -0.23%
CPT A -0.22%
AGO C -0.22%
LBRDK C -0.2%
CABO F -0.19%
REYN C -0.19%
EQR A -0.18%
ROKU D -0.18%
APA D -0.17%
GLW B -0.17%
KEYS D -0.16%
BAH B -0.16%
BRO B -0.16%
FITB C -0.15%
BKR B -0.15%
PCAR D -0.15%
TXT D -0.14%
RF C -0.13%
PINC F -0.13%
BWA F -0.13%
AKAM F -0.13%
AXS B -0.13%
WTM B -0.13%
POOL F -0.12%
ACGL B -0.11%
VSAT F -0.1%
TFX D -0.1%
CFG C -0.09%
APO A -0.09%
CWEN C -0.09%
WRK D -0.08%
BIIB C -0.07%
RHI F -0.07%
KEY C -0.07%
NDSN D -0.06%
TECH D -0.06%
UI B -0.05%
PFG D -0.05%
LKQ F -0.05%
CMA C -0.05%
VIRT C -0.04%
MRVI D -0.04%
BBWI F -0.04%
OLPX D -0.04%
IEX D -0.04%
IPG F -0.03%
KLG F -0.03%
ADTN D -0.03%
PHIN D -0.03%
FTRE D -0.03%
PAYC F -0.02%
KSS D -0.01%
CNA A -0.0%
Compare ETFs