or Try an Advanced Search...
      or Try an Advanced Search...

      IWL vs. JPUS ETF Comparison

      Comparison of iShares Russell Top 200 ETF (IWL) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)
      IWL

      iShares Russell Top 200 ETF

      IWL Description

      The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. 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 Russell Top 200® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $140.37

      Average Daily Volume

      60,395

      Number of Holdings *

      198

      * 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

      $119.46

      Average Daily Volume

      8,062

      Number of Holdings *

      351

      * may have additional holdings in another (foreign) market
      Performance
      Period IWL JPUS
      30 Days 4.60% 2.97%
      60 Days 11.48% 9.51%
      90 Days 2.53% 10.55%
      12 Months 38.05% 32.03%
      107 Overlapping Holdings
      Symbol Grade Weight in IWL Weight in JPUS Overlap
      AAPL C 8.08% 0.36% 0.36%
      ABBV C 0.86% 0.38% 0.38%
      ABT C 0.48% 0.31% 0.31%
      ACN B 0.54% 0.32% 0.32%
      ADBE F 0.55% 0.05% 0.05%
      ADI B 0.27% 0.39% 0.27%
      AEP C 0.13% 0.34% 0.13%
      AMAT C 0.4% 0.35% 0.35%
      AMGN D 0.42% 0.38% 0.38%
      ANET A 0.24% 0.47% 0.24%
      APH D 0.19% 0.38% 0.19%
      APO A 0.17% 0.18% 0.17%
      AVGO B 1.87% 0.4% 0.4%
      AZO D 0.13% 0.36% 0.13%
      BAC B 0.65% 0.27% 0.27%
      BDX C 0.17% 0.2% 0.17%
      BKNG B 0.34% 0.15% 0.15%
      BMY A 0.26% 0.22% 0.22%
      BRK.A B 2.06% 0.38% 0.38%
      CARR A 0.16% 0.09% 0.09%
      CAT A 0.47% 0.28% 0.28%
      CB A 0.29% 0.28% 0.28%
      CDNS D 0.18% 0.3% 0.18%
      CEG A 0.21% 0.48% 0.21%
      CI D 0.24% 0.37% 0.24%
      CL D 0.2% 0.37% 0.2%
      CMCSA B 0.39% 0.4% 0.39%
      COF A 0.14% 0.37% 0.14%
      COP D 0.31% 0.26% 0.26%
      CSCO A 0.53% 0.37% 0.37%
      CSX D 0.17% 0.12% 0.12%
      CVS D 0.19% 0.39% 0.19%
      CVX B 0.63% 0.31% 0.31%
      D A 0.12% 0.34% 0.12%
      DHR D 0.44% 0.32% 0.32%
      DUK C 0.22% 0.38% 0.22%
      ECL C 0.16% 0.3% 0.16%
      ELV F 0.29% 0.34% 0.29%
      EOG B 0.18% 0.29% 0.18%
      ETN B 0.32% 0.4% 0.32%
      F D 0.1% 0.18% 0.1%
      FCX B 0.18% 0.3% 0.18%
      GD C 0.2% 0.37% 0.2%
      GILD A 0.26% 0.31% 0.26%
      GOOGL B 2.41% 0.11% 0.11%
      HCA C 0.19% 0.4% 0.19%
      IBM A 0.49% 0.32% 0.32%
      INTU F 0.41% 0.33% 0.33%
      ITW C 0.19% 0.32% 0.19%
      KDP C 0.1% 0.29% 0.1%
      KHC F 0.08% 0.37% 0.08%
      KLAC B 0.25% 0.4% 0.25%
      KMB D 0.12% 0.37% 0.12%
      KO C 0.68% 0.38% 0.38%
      LIN C 0.56% 0.3% 0.3%
      LLY D 1.74% 0.39% 0.39%
      LMT A 0.32% 0.39% 0.32%
      LOW C 0.38% 0.36% 0.36%
      LRCX D 0.26% 0.3% 0.26%
      MCK F 0.16% 0.36% 0.16%
      MDLZ D 0.24% 0.38% 0.24%
      MDT C 0.28% 0.24% 0.24%
      META A 3.1% 0.41% 0.41%
      MMC D 0.27% 0.05% 0.05%
      MNST D 0.09% 0.03% 0.03%
      MO D 0.21% 0.36% 0.21%
      MPC D 0.14% 0.38% 0.14%
      MRK F 0.71% 0.3% 0.3%
      MSFT D 7.68% 0.35% 0.35%
      MSI A 0.18% 0.4% 0.18%
      NEM C 0.15% 0.25% 0.15%
      NKE D 0.26% 0.07% 0.07%
      NVDA B 6.72% 0.39% 0.39%
      ORCL A 0.64% 0.37% 0.37%
      ORLY A 0.17% 0.35% 0.17%
      OXY D 0.09% 0.1% 0.09%
      PCAR D 0.12% 0.05% 0.05%
      PEP F 0.58% 0.36% 0.36%
      PG D 1.0% 0.38% 0.38%
      PGR B 0.36% 0.39% 0.36%
      PH A 0.2% 0.36% 0.2%
      PLD D 0.28% 0.01% 0.01%
      PM D 0.46% 0.37% 0.37%
      PSA C 0.14% 0.36% 0.14%
      PSX D 0.14% 0.35% 0.14%
      QCOM D 0.45% 0.31% 0.31%
      REGN D 0.27% 0.35% 0.27%
      RSG D 0.1% 0.38% 0.1%
      SO A 0.24% 0.39% 0.24%
      SRE C 0.13% 0.34% 0.13%
      STZ D 0.1% 0.33% 0.1%
      SYK C 0.32% 0.27% 0.27%
      T B 0.39% 0.4% 0.39%
      TGT C 0.17% 0.24% 0.17%
      TJX D 0.32% 0.34% 0.32%
      TMO D 0.57% 0.17% 0.17%
      TMUS A 0.24% 0.4% 0.24%
      UNH B 1.32% 0.34% 0.34%
      UNP F 0.37% 0.28% 0.28%
      USB C 0.17% 0.1% 0.1%
      VLO F 0.11% 0.39% 0.11%
      VRTX D 0.3% 0.36% 0.3%
      VZ C 0.47% 0.42% 0.42%
      WELL C 0.19% 0.38% 0.19%
      WM B 0.2% 0.38% 0.2%
      XOM A 1.32% 0.38% 0.38%
      ZTS C 0.22% 0.3% 0.22%
      IWL Overweight 91 Positions Relative to JPUS
      Symbol Grade Weight
      AMZN C 4.22%
      GOOG B 2.04%
      TSLA C 1.76%
      JPM C 1.46%
      V B 1.07%
      MA A 1.01%
      HD A 1.0%
      COST C 0.96%
      JNJ D 0.96%
      WMT A 0.87%
      NFLX A 0.74%
      AMD C 0.63%
      CRM B 0.62%
      MCD A 0.54%
      GE B 0.5%
      WFC B 0.48%
      TXN C 0.45%
      NOW B 0.44%
      NEE C 0.43%
      ISRG C 0.42%
      DIS D 0.42%
      RTX A 0.41%
      PFE D 0.4%
      SPGI C 0.39%
      GS B 0.38%
      UBER C 0.37%
      AXP A 0.37%
      BLK A 0.34%
      HON C 0.33%
      MS A 0.3%
      BSX A 0.3%
      C B 0.29%
      ADP A 0.28%
      AMT D 0.27%
      SBUX B 0.27%
      MU D 0.27%
      DE C 0.26%
      BX C 0.26%
      PANW B 0.25%
      FI A 0.25%
      INTC D 0.24%
      UPS D 0.24%
      ICE A 0.23%
      SCHW D 0.23%
      SHW C 0.22%
      BA F 0.22%
      EQIX C 0.21%
      KKR A 0.21%
      TT A 0.21%
      PYPL A 0.2%
      CME A 0.2%
      SNPS F 0.19%
      MMM C 0.19%
      TDG A 0.19%
      CMG C 0.19%
      PNC C 0.18%
      MCO D 0.18%
      NOC B 0.18%
      AON A 0.17%
      GEV A 0.17%
      CTAS C 0.17%
      APD C 0.16%
      MRVL C 0.15%
      FDX F 0.15%
      SLB D 0.15%
      EMR B 0.15%
      CRWD D 0.15%
      CRH C 0.15%
      SPOT C 0.14%
      TFC D 0.14%
      NSC C 0.14%
      MAR A 0.14%
      ADSK B 0.14%
      ROP D 0.14%
      JCI C 0.13%
      TRV B 0.13%
      ABNB D 0.13%
      AIG C 0.12%
      MET A 0.12%
      FTNT A 0.12%
      DASH A 0.12%
      GM D 0.12%
      WDAY D 0.12%
      CPRT B 0.11%
      EW F 0.1%
      SNOW F 0.09%
      DELL C 0.08%
      LULU D 0.08%
      TEAM D 0.06%
      MRNA F 0.05%
      EL D 0.05%
      IWL Underweight 244 Positions Relative to JPUS
      Symbol Grade Weight
      VST A -0.53%
      CIEN A -0.47%
      NRG A -0.45%
      JLL C -0.43%
      SCCO B -0.43%
      TOL C -0.42%
      HST D -0.42%
      PEG A -0.42%
      USFD C -0.42%
      PFGC A -0.42%
      PWR A -0.42%
      ETR A -0.41%
      KR C -0.41%
      IRM B -0.41%
      UNM A -0.41%
      PHM C -0.41%
      THC D -0.41%
      LAMR C -0.41%
      UTHR C -0.4%
      IP C -0.4%
      DKS D -0.4%
      UHS D -0.4%
      CLH B -0.4%
      NVR C -0.4%
      FYBR C -0.39%
      GWW B -0.39%
      K B -0.39%
      PNW C -0.39%
      HRB C -0.39%
      DHI C -0.39%
      AFL A -0.39%
      JNPR C -0.39%
      SPG A -0.39%
      KVUE C -0.39%
      PPL C -0.39%
      INGR B -0.39%
      HIG A -0.39%
      LEN C -0.39%
      OHI C -0.39%
      CUBE C -0.39%
      DVA C -0.39%
      KMI A -0.39%
      NI A -0.39%
      SYF A -0.39%
      AM A -0.38%
      GIS C -0.38%
      FCNCA D -0.38%
      SYY D -0.38%
      TAP D -0.38%
      WLK C -0.38%
      CAG D -0.38%
      EIX C -0.38%
      CMI A -0.38%
      TRGP A -0.38%
      POST C -0.38%
      ADM F -0.38%
      CASY D -0.38%
      CE D -0.38%
      CPB D -0.37%
      FE C -0.37%
      LYB B -0.37%
      AOS C -0.37%
      EMN C -0.37%
      WSM C -0.37%
      ED C -0.37%
      HRL F -0.37%
      REG C -0.37%
      BG F -0.37%
      NXST D -0.36%
      GLPI C -0.36%
      RS D -0.36%
      BRX C -0.36%
      FANG D -0.36%
      BLDR C -0.36%
      ESS D -0.36%
      GRMN D -0.36%
      TSN D -0.35%
      CLX C -0.35%
      VICI C -0.35%
      FNF C -0.35%
      OGE C -0.35%
      STLD C -0.35%
      MTG A -0.35%
      ACGL A -0.35%
      DGX D -0.35%
      CTSH B -0.35%
      TSCO A -0.35%
      WEC B -0.34%
      MRO B -0.34%
      PAG D -0.34%
      XEL C -0.34%
      HUBB A -0.34%
      FAST C -0.34%
      WY C -0.34%
      EVRG C -0.34%
      ALSN A -0.34%
      CHD D -0.33%
      NTAP D -0.33%
      EXC C -0.33%
      BAH C -0.33%
      WMB A -0.33%
      X F -0.33%
      UGI C -0.33%
      AVB C -0.32%
      CTRA D -0.32%
      DOW B -0.32%
      CHTR D -0.32%
      CAH B -0.32%
      CF A -0.32%
      OC C -0.31%
      NUE D -0.31%
      CTVA A -0.31%
      KIM C -0.31%
      MAS C -0.31%
      DTE B -0.31%
      NFG A -0.3%
      EG A -0.3%
      ACI F -0.3%
      OLN D -0.3%
      IT A -0.3%
      GNTX D -0.29%
      CMS A -0.29%
      ESI C -0.29%
      LNG A -0.29%
      HOLX D -0.29%
      ORI A -0.29%
      HPE B -0.29%
      AVY D -0.29%
      HBAN B -0.28%
      FITB C -0.28%
      DINO F -0.28%
      CBOE B -0.27%
      STE D -0.27%
      SPB C -0.27%
      HSY D -0.27%
      PKG B -0.27%
      JEF A -0.26%
      MSM D -0.26%
      RPM A -0.26%
      BBY C -0.26%
      WST D -0.25%
      SNX C -0.25%
      VTR C -0.25%
      DOX B -0.25%
      ROST D -0.25%
      STAG D -0.25%
      ITT C -0.24%
      AMP A -0.24%
      PK D -0.24%
      WPC C -0.24%
      GEHC C -0.24%
      DRI C -0.24%
      IFF D -0.24%
      CNM F -0.23%
      ALLY F -0.23%
      SJM D -0.23%
      VTRS D -0.22%
      ASH F -0.22%
      BPOP D -0.22%
      FLO D -0.22%
      TKR B -0.22%
      COKE C -0.22%
      SAM D -0.21%
      BRBR A -0.21%
      LDOS A -0.21%
      MAA D -0.21%
      PR D -0.2%
      CLF D -0.2%
      HUN B -0.2%
      EQR C -0.2%
      EPR C -0.19%
      NNN C -0.19%
      NEU F -0.19%
      MEDP F -0.19%
      OMF D -0.19%
      GAP F -0.19%
      STWD C -0.19%
      EXP C -0.19%
      CHE D -0.18%
      CPT C -0.18%
      M D -0.18%
      PPC C -0.18%
      FR D -0.17%
      SWKS F -0.17%
      MOS F -0.17%
      CCI D -0.17%
      MOH F -0.16%
      EA D -0.16%
      CSL A -0.16%
      RGA B -0.16%
      KRC C -0.16%
      SCI D -0.16%
      RHI D -0.15%
      IPG D -0.15%
      HIW C -0.15%
      R C -0.15%
      DTM A -0.14%
      CACI A -0.14%
      ATO A -0.14%
      WU D -0.13%
      CRUS D -0.12%
      STT A -0.12%
      PFG A -0.11%
      DFS A -0.11%
      UI B -0.11%
      VVV D -0.11%
      VIRT B -0.11%
      SMG C -0.11%
      WRB C -0.11%
      CHK C -0.1%
      PRU B -0.09%
      FRT D -0.09%
      DVN F -0.09%
      SLM B -0.09%
      LOPE D -0.08%
      LPX C -0.08%
      RF B -0.08%
      SAIC A -0.08%
      RGLD C -0.08%
      RBC C -0.07%
      IRDM C -0.07%
      EGP D -0.07%
      RMD C -0.07%
      NSA D -0.06%
      TNL B -0.06%
      CWEN C -0.06%
      CFG C -0.06%
      AFG A -0.06%
      DLB D -0.06%
      KEY B -0.05%
      CBRE C -0.05%
      RRC D -0.05%
      HOG D -0.04%
      AGO B -0.04%
      SSNC C -0.04%
      LSTR F -0.04%
      VLTO A -0.04%
      FTRE F -0.03%
      CRI D -0.03%
      LEG D -0.02%
      IDA D -0.02%
      KSS D -0.01%
      SON D -0.01%
      ROKU C -0.0%

      IWL: Top Represented Industries & Keywords

      Industries: Software - Application Drug Manufacturers - Major Semiconductors Aerospace & Defense Diversified Industrials Capital Markets Credit Services Medical Devices Asset Management Banks - Global Beverages - Soft Drinks Health Care Plans Household & Personal Products Internet Content & Information Telecom Services Utilities - Regulated Electric Auto Manufacturers Banks - Regional - US Biotechnology Business Services
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Natural Gas Work From Home Electronics IBD 50 Insurance Medicine Bank Chemical Electricity Integrated Circuits Mobile Devices Semiconductor Telecommunications Pharmaceutical Products Software Aerospace

      JPUS: Top Represented Industries & Keywords

      Industries: Utilities - Regulated Electric Packaged Foods Oil & Gas E&P Specialty Chemicals Banks - Regional - US Information Technology Services REIT - Industrial REIT - Retail Communication Equipment Credit Services Drug Manufacturers - Major Household & Personal Products REIT - Diversified Semiconductors Specialty Retail Utilities - Diversified Beverages - Soft Drinks Building Materials Chemicals Diversified Industrials
      Keywords: S&P 500 Nasdaq 100 Natural Gas Electricity Real Estate Investment Trust Insurance Electronics Chemical Mining Bank Dow Jones Component Medicine Real Estate Market Telecommunications Banking Computing Petroleum Industry Plastic Alcohol Broadband
      Compare ETFs