IWP vs. JPME ETF Comparison

Comparison of iShares Russell Midcap Growth ETF (IWP) to JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)

IWP

iShares Russell Midcap Growth ETF

IWP 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 Russell Midcap 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

$134.36

Average Daily Volume

1,023,862

Number of Holdings ^*

286

* 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

$109.93

Average Daily Volume

10,028

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

Performance

Period	IWP	JPME
30 Days	12.16%	5.14%
60 Days	14.69%	5.14%
90 Days	17.57%	7.46%
12 Months	40.60%	30.14%

89 Overlapping Holdings

Symbol	Grade	Weight in IWP	Weight in JPME	Overlap
AJG	B	0.14%	0.37%	0.14%
ALLY	C	0.04%	0.11%	0.04%
AM	A	0.06%	0.4%	0.06%
AMP	A	1.68%	0.48%	0.48%
APP	B	2.49%	1.27%	1.27%
AVY	D	0.2%	0.3%	0.2%
BAH	F	0.62%	0.14%	0.14%
BLDR	D	0.06%	0.34%	0.06%
BPOP	B	0.02%	0.3%	0.02%
BRKR	D	0.12%	0.2%	0.12%
BRO	B	0.38%	0.17%	0.17%
CAH	B	0.56%	0.4%	0.4%
CASY	A	0.08%	0.41%	0.08%
CC	C	0.01%	0.0%	0.0%
CDW	F	0.39%	0.26%	0.26%
CE	F	0.07%	0.19%	0.07%
CHE	D	0.03%	0.33%	0.03%
CLF	F	0.06%	0.28%	0.06%
CLX	B	0.68%	0.35%	0.35%
CNM	D	0.17%	0.35%	0.17%
COR	B	1.3%	0.39%	0.39%
CROX	D	0.03%	0.22%	0.03%
CSL	C	0.09%	0.42%	0.09%
DECK	A	0.87%	0.38%	0.38%
DKS	C	0.03%	0.36%	0.03%
DRI	B	0.34%	0.26%	0.26%
DVA	B	0.26%	0.38%	0.26%
EG	C	0.09%	0.31%	0.09%
EME	C	0.3%	0.38%	0.3%
EXEL	B	0.27%	0.43%	0.27%
EXP	A	0.25%	0.21%	0.21%
EXPD	D	0.09%	0.22%	0.09%
FAST	B	1.29%	0.41%	0.41%
FRPT	B	0.07%	0.27%	0.07%
FTRE	D	0.01%	0.03%	0.01%
GEHC	F	0.11%	0.07%	0.07%
GWW	B	1.45%	0.43%	0.43%
HPQ	B	0.28%	0.3%	0.28%
HRB	D	0.05%	0.33%	0.05%
HSY	F	0.11%	0.21%	0.11%
INCY	C	0.02%	0.27%	0.02%
IQV	D	0.13%	0.28%	0.13%
IRDM	D	0.01%	0.24%	0.01%
IRM	D	0.62%	0.39%	0.39%
IT	C	1.29%	0.38%	0.38%
JBL	B	0.04%	0.32%	0.04%
JEF	A	0.12%	0.49%	0.12%
JLL	D	0.13%	0.38%	0.13%
LAMR	D	0.09%	0.39%	0.09%
LBRDK	C	0.08%	0.09%	0.08%
LECO	B	0.1%	0.3%	0.1%
LNG	B	0.81%	0.44%	0.44%
LPX	B	0.16%	0.27%	0.16%
MANH	D	0.54%	0.37%	0.37%
MEDP	D	0.26%	0.28%	0.26%
MOH	F	0.35%	0.29%	0.29%
MPWR	F	0.88%	0.27%	0.27%
NBIX	C	0.38%	0.25%	0.25%
NRG	B	0.26%	0.45%	0.26%
NTAP	C	0.35%	0.34%	0.34%
NXST	C	0.06%	0.36%	0.06%
PAYC	B	0.23%	0.03%	0.03%
PAYX	C	0.54%	0.27%	0.27%
PFGC	B	0.06%	0.4%	0.06%
POOL	C	0.44%	0.13%	0.13%
PPC	C	0.01%	0.42%	0.01%
PR	B	0.07%	0.4%	0.07%
PWR	A	0.47%	0.46%	0.46%
RMD	C	0.3%	0.36%	0.3%
ROKU	D	0.04%	0.37%	0.04%
ROST	C	0.35%	0.31%	0.31%
RPM	A	0.13%	0.41%	0.13%
SAM	C	0.02%	0.28%	0.02%
SPG	B	0.49%	0.41%	0.41%
SYY	B	0.76%	0.27%	0.27%
TER	D	0.48%	0.27%	0.27%
TPL	A	0.83%	0.44%	0.44%
TRGP	B	1.4%	0.49%	0.49%
TSCO	D	0.97%	0.34%	0.34%
TXRH	C	0.43%	0.43%	0.43%
TYL	B	0.7%	0.39%	0.39%
UI	A	0.02%	0.25%	0.02%
VEEV	C	1.03%	0.28%	0.28%
VST	B	1.6%	0.71%	0.71%
VVV	F	0.18%	0.36%	0.18%
WEN	D	0.05%	0.13%	0.05%
WSM	B	0.32%	0.31%	0.31%
WST	C	0.45%	0.28%	0.28%
WU	D	0.01%	0.04%	0.01%

IWP Overweight 197 Positions Relative to JPME

Symbol	Grade	Weight
PLTR	B	4.32%
TTD	B	1.7%
COIN	C	1.65%
FICO	B	1.48%
AXON	A	1.41%
VRT	B	1.41%
ODFL	B	1.38%
VRSK	A	1.3%
DDOG	A	1.23%
IDXX	F	1.13%
HUBS	A	1.08%
HLT	A	1.02%
ARES	A	1.0%
DXCM	D	0.99%
CPNG	D	0.93%
NET	B	0.88%
HES	B	0.86%
ALNY	D	0.86%
MSCI	C	0.86%
RBLX	C	0.85%
GDDY	A	0.84%
CPAY	A	0.81%
BR	A	0.8%
LPLA	A	0.76%
EXPE	B	0.75%
LYV	A	0.67%
LII	A	0.64%
SQ	B	0.64%
MDB	C	0.64%
RCL	A	0.62%
ZS	C	0.6%
TOST	B	0.59%
DKNG	B	0.59%
PODD	C	0.59%
BURL	A	0.56%
XPO	B	0.55%
LVS	C	0.55%
HEI	B	0.55%
PINS	D	0.55%
NTRA	B	0.54%
DOCU	A	0.52%
FIX	A	0.51%
DT	C	0.5%
ULTA	F	0.49%
ENTG	D	0.48%
YUM	B	0.47%
PTC	A	0.45%
ROL	B	0.45%
URI	B	0.44%
WAT	B	0.42%
PSTG	D	0.42%
EQH	B	0.41%
HEI	B	0.39%
DUOL	A	0.37%
NCLH	B	0.37%
OWL	A	0.37%
VLTO	D	0.37%
CAVA	B	0.35%
KNSL	B	0.33%
CHDN	B	0.32%
MUSA	A	0.32%
ALGN	D	0.32%
SRPT	D	0.31%
VMC	B	0.31%
TPX	B	0.3%
CVNA	B	0.3%
AAON	B	0.3%
SMCI	F	0.3%
WING	D	0.3%
PEN	B	0.29%
MORN	B	0.29%
ITCI	C	0.28%
PCTY	B	0.28%
LNW	D	0.27%
ENPH	F	0.26%
SAIA	B	0.26%
ALL	A	0.26%
HAS	D	0.25%
RYAN	B	0.24%
PCOR	B	0.24%
TREX	C	0.24%
SMAR	A	0.24%
ESTC	C	0.23%
GTLB	B	0.23%
GWRE	A	0.23%
CFLT	B	0.22%
GLOB	B	0.21%
ELF	C	0.21%
FDS	B	0.21%
BSY	D	0.21%
FWONK	B	0.2%
EFX	F	0.2%
LSCC	D	0.19%
WFRD	D	0.19%
TW	A	0.19%
FOUR	B	0.19%
MTN	C	0.18%
LAZ	B	0.18%
INSP	D	0.17%
MKL	A	0.17%
VKTX	F	0.17%
APPF	B	0.17%
DPZ	C	0.17%
OKTA	C	0.17%
GNRC	B	0.17%
NTNX	A	0.16%
IONS	F	0.16%
PLNT	A	0.15%
LYFT	C	0.15%
CELH	F	0.15%
AZEK	A	0.15%
PATH	C	0.15%
ZBRA	B	0.14%
OLED	D	0.13%
PEGA	A	0.13%
FND	C	0.13%
RARE	D	0.13%
EXAS	D	0.12%
MASI	A	0.12%
HCP	B	0.12%
FIVE	F	0.12%
ETSY	D	0.12%
TWLO	A	0.11%
MSTR	C	0.11%
CHH	A	0.11%
WMS	D	0.11%
LW	C	0.11%
RNG	B	0.1%
ROK	B	0.1%
UHAL	D	0.09%
FERG	B	0.09%
APLS	D	0.09%
HWM	A	0.09%
FIVN	C	0.09%
TDC	D	0.09%
U	C	0.08%
SITE	D	0.08%
BWXT	B	0.08%
TTEK	F	0.08%
ONTO	D	0.07%
MLM	B	0.07%
BROS	B	0.07%
NCNO	B	0.07%
BILL	A	0.07%
CACC	D	0.07%
AWI	A	0.07%
SOFI	A	0.07%
WSC	D	0.06%
DBX	B	0.06%
CIVI	D	0.05%
VNOM	A	0.05%
LOPE	B	0.05%
DV	C	0.05%
EQT	B	0.05%
S	B	0.04%
DAY	B	0.04%
TKO	B	0.04%
SN	D	0.04%
TPG	A	0.04%
LOAR	A	0.03%
EPAM	C	0.03%
KMX	B	0.03%
HLI	B	0.03%
BLD	D	0.03%
BFAM	D	0.03%
RH	B	0.03%
TXG	F	0.03%
H	B	0.03%
YETI	C	0.03%
VRSN	F	0.03%
RGEN	D	0.03%
DJT	C	0.03%
TRU	D	0.03%
SPR	D	0.02%
MTDR	B	0.02%
FWONA	B	0.02%
WH	B	0.02%
CAR	C	0.02%
KBR	F	0.02%
AAL	B	0.02%
WYNN	D	0.02%
SKX	D	0.02%
WEX	D	0.02%
SSD	D	0.02%
UHAL	D	0.01%
SEE	C	0.01%
NFE	D	0.01%
MSGS	A	0.01%
LBRDA	C	0.01%
CGNX	C	0.01%
UWMC	D	0.01%
MKSI	C	0.01%
RLI	B	0.01%
DOCS	C	0.01%
ALAB	B	0.0%
TRIP	F	0.0%
PYCR	C	0.0%

IWP Underweight 249 Positions Relative to JPME

Symbol	Grade	Weight
CIEN	B	-0.51%
ALSN	B	-0.51%
SYF	B	-0.51%
DTM	B	-0.5%
UNM	A	-0.5%
KMI	A	-0.48%
CMI	A	-0.47%
WMB	A	-0.47%
OMF	A	-0.45%
OKE	A	-0.45%
IP	B	-0.45%
ETR	B	-0.45%
CBRE	B	-0.44%
SNA	A	-0.44%
GRMN	B	-0.44%
TPR	B	-0.43%
FCNCA	A	-0.43%
HUBB	B	-0.43%
USFD	A	-0.43%
INGR	B	-0.42%
EHC	B	-0.42%
ATO	A	-0.42%
TOL	B	-0.42%
STLD	B	-0.42%
UTHR	C	-0.42%
KR	B	-0.42%
TAP	C	-0.42%
CF	B	-0.41%
RGA	A	-0.41%
MRO	B	-0.41%
CLH	B	-0.41%
HBAN	A	-0.41%
NI	A	-0.41%
PEG	A	-0.41%
OC	A	-0.41%
XEL	A	-0.41%
LDOS	C	-0.41%
PKG	A	-0.41%
EVRG	A	-0.4%
CACI	D	-0.4%
OGE	B	-0.4%
BRX	A	-0.4%
THC	D	-0.4%
LITE	B	-0.4%
ORI	A	-0.4%
PCG	A	-0.39%
DGX	A	-0.39%
WEC	A	-0.39%
AME	A	-0.39%
PNW	B	-0.39%
EMN	D	-0.39%
PPL	B	-0.39%
ESI	A	-0.39%
CHTR	C	-0.39%
JNPR	F	-0.38%
OHI	C	-0.38%
VTRS	A	-0.38%
AFL	B	-0.38%
K	A	-0.38%
LNT	A	-0.38%
FANG	D	-0.38%
HIG	B	-0.38%
AVB	B	-0.38%
UGI	A	-0.37%
DTE	C	-0.37%
REG	B	-0.37%
NVR	D	-0.37%
SPB	C	-0.37%
FYBR	D	-0.37%
MTG	C	-0.37%
CMS	C	-0.37%
RS	B	-0.37%
PHM	D	-0.37%
GLPI	C	-0.36%
LEN	D	-0.36%
EIX	B	-0.36%
NFG	A	-0.36%
TSN	B	-0.36%
BRBR	A	-0.36%
KIM	A	-0.36%
TKR	D	-0.35%
ED	D	-0.35%
PAG	B	-0.35%
FE	C	-0.35%
CUBE	D	-0.35%
GGG	B	-0.35%
POST	C	-0.35%
DINO	D	-0.35%
SSNC	B	-0.35%
CBOE	B	-0.35%
ANSS	B	-0.34%
COKE	C	-0.34%
HPE	B	-0.34%
KVUE	A	-0.33%
MSM	C	-0.33%
CTRA	B	-0.33%
EPR	D	-0.33%
DHI	D	-0.33%
UHS	D	-0.33%
X	C	-0.33%
VICI	C	-0.33%
GEN	B	-0.33%
PK	B	-0.33%
CHD	B	-0.33%
BG	F	-0.33%
STE	F	-0.32%
LH	C	-0.32%
AN	C	-0.32%
CPB	D	-0.32%
HST	C	-0.32%
GIS	D	-0.32%
HOLX	D	-0.32%
FBIN	D	-0.32%
ESS	B	-0.31%
WY	D	-0.31%
RBC	A	-0.31%
MTB	A	-0.31%
WLK	D	-0.31%
NUE	C	-0.31%
CAG	D	-0.31%
MAS	D	-0.31%
LYB	F	-0.31%
HIW	D	-0.3%
GNTX	C	-0.3%
ACI	C	-0.3%
LSTR	D	-0.3%
AR	B	-0.3%
CTVA	C	-0.3%
NEU	C	-0.3%
DOX	D	-0.3%
EQR	B	-0.29%
A	D	-0.29%
IFF	D	-0.29%
RGLD	C	-0.29%
KRC	C	-0.29%
MOS	F	-0.29%
SJM	D	-0.29%
RRC	B	-0.29%
HSIC	B	-0.29%
BBY	D	-0.29%
ADM	D	-0.29%
EXC	C	-0.28%
SNX	C	-0.28%
SAIC	F	-0.28%
MKC	D	-0.28%
OMC	C	-0.28%
OLN	D	-0.28%
AOS	F	-0.28%
STAG	F	-0.28%
DVN	F	-0.27%
OVV	B	-0.27%
BYD	C	-0.27%
CRUS	D	-0.27%
R	B	-0.27%
ASH	D	-0.26%
HRL	D	-0.26%
FLO	D	-0.26%
AMH	D	-0.26%
JAZZ	B	-0.26%
MAA	B	-0.25%
CNC	D	-0.25%
SMG	D	-0.25%
QGEN	D	-0.25%
RVTY	F	-0.25%
L	A	-0.25%
HAL	C	-0.25%
CWEN	C	-0.24%
SWKS	F	-0.24%
AGO	B	-0.24%
ON	D	-0.24%
IDA	A	-0.24%
MGM	D	-0.23%
STWD	C	-0.23%
EGP	F	-0.23%
FR	C	-0.23%
DLB	B	-0.22%
WPC	D	-0.22%
NNN	D	-0.22%
PRI	A	-0.22%
HUN	F	-0.22%
MCHP	D	-0.21%
RPRX	D	-0.21%
FMC	D	-0.21%
CPT	B	-0.2%
AFG	A	-0.19%
FITB	A	-0.19%
FNF	B	-0.18%
GLW	B	-0.18%
REYN	D	-0.18%
REXR	F	-0.18%
NVT	B	-0.18%
FRT	B	-0.18%
BKR	B	-0.18%
RF	A	-0.17%
KEYS	A	-0.17%
ITT	A	-0.17%
ACHC	F	-0.17%
SLM	A	-0.17%
ELAN	D	-0.16%
SCI	B	-0.15%
CUZ	B	-0.15%
AXS	A	-0.15%
APA	D	-0.14%
AVT	C	-0.14%
SON	D	-0.14%
PINC	B	-0.14%
DFS	B	-0.14%
M	D	-0.14%
RYN	D	-0.14%
TXT	D	-0.13%
WTM	A	-0.13%
BWA	D	-0.13%
THO	B	-0.13%
AKAM	D	-0.12%
QRVO	F	-0.12%
CFG	B	-0.11%
KEY	B	-0.1%
SLGN	A	-0.1%
CXT	B	-0.1%
ACGL	D	-0.1%
NSA	D	-0.09%
XRAY	F	-0.09%
AYI	B	-0.09%
ZION	B	-0.09%
TFX	F	-0.08%
PB	A	-0.07%
TNL	A	-0.07%
RHI	B	-0.07%
FNB	A	-0.07%
CMA	A	-0.07%
TECH	D	-0.06%
CNXC	F	-0.06%
NDSN	B	-0.06%
GO	C	-0.06%
IEX	B	-0.05%
NVST	B	-0.05%
PFG	D	-0.05%
HXL	D	-0.05%
CR	A	-0.05%
CRI	D	-0.04%
BIIB	F	-0.04%
VIRT	B	-0.04%
IPG	D	-0.03%
ADTN	A	-0.03%
HOG	D	-0.02%
AEE	A	-0.02%
KSS	F	-0.01%
ATR	B	-0.01%
CNA	B	-0.0%