JMOM vs. CVMC ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
JMOM

JPMorgan U.S. Momentum Factor ETF

JMOM Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Momentum Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent positive momentum factor characteristics.

Grade (RS Rating)

Last Trade

$60.97

Average Daily Volume

48,194

Number of Holdings *

271

* may have additional holdings in another (foreign) market
CVMC

Calvert US Mid-Cap Core Responsible Index ETF

CVMC Description Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of mid-size companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$63.41

Average Daily Volume

2,251

Number of Holdings *

606

* may have additional holdings in another (foreign) market
Performance
Period JMOM CVMC
30 Days 5.45% 5.83%
60 Days 7.40% 6.29%
90 Days 9.79% 8.25%
12 Months 41.42% 30.95%
126 Overlapping Holdings
Symbol Grade Weight in JMOM Weight in CVMC Overlap
ACGL D 0.28% 0.35% 0.28%
ALL A 0.35% 0.5% 0.35%
ALSN B 0.27% 0.12% 0.12%
AMP A 0.41% 0.54% 0.41%
AN C 0.18% 0.04% 0.04%
APP B 0.82% 0.55% 0.55%
APPF B 0.08% 0.05% 0.05%
ARES A 0.31% 0.3% 0.3%
ARMK B 0.14% 0.11% 0.11%
AVT C 0.12% 0.04% 0.04%
AWI A 0.06% 0.06% 0.06%
AXON A 0.43% 0.48% 0.43%
AYI B 0.06% 0.12% 0.06%
AZEK A 0.15% 0.06% 0.06%
BAH F 0.27% 0.22% 0.22%
BK A 0.39% 0.55% 0.39%
BLD D 0.15% 0.12% 0.12%
BR A 0.02% 0.27% 0.02%
BRBR A 0.13% 0.09% 0.09%
BRO B 0.27% 0.29% 0.27%
CASY A 0.22% 0.16% 0.16%
CBOE B 0.23% 0.2% 0.2%
CBRE B 0.34% 0.42% 0.34%
CHD B 0.23% 0.25% 0.23%
CNM D 0.21% 0.08% 0.08%
COHR B 0.3% 0.15% 0.15%
COKE C 0.08% 0.07% 0.07%
CRUS D 0.15% 0.06% 0.06%
CVNA B 0.4% 0.25% 0.25%
CW B 0.28% 0.16% 0.16%
DECK A 0.29% 0.26% 0.26%
DKS C 0.2% 0.11% 0.11%
ED D 0.21% 0.34% 0.21%
EHC B 0.13% 0.11% 0.11%
EME C 0.32% 0.26% 0.26%
ESS B 0.1% 0.22% 0.1%
ESTC C 0.02% 0.08% 0.02%
EVR B 0.24% 0.1% 0.1%
FCNCA A 0.05% 0.25% 0.05%
FFIV B 0.26% 0.14% 0.14%
FICO B 0.42% 0.57% 0.42%
FRPT B 0.22% 0.08% 0.08%
GAP C 0.18% 0.05% 0.05%
GEN B 0.26% 0.17% 0.17%
GLW B 0.32% 0.38% 0.32%
GWRE A 0.26% 0.16% 0.16%
GWW B 0.39% 0.5% 0.39%
H B 0.16% 0.08% 0.08%
HEI B 0.23% 0.31% 0.23%
HIG B 0.27% 0.33% 0.27%
HPE B 0.18% 0.28% 0.18%
HPQ B 0.2% 0.36% 0.2%
HRB D 0.1% 0.09% 0.09%
HUBB B 0.29% 0.27% 0.27%
IFF D 0.19% 0.23% 0.19%
INGR B 0.21% 0.1% 0.1%
IQV D 0.25% 0.37% 0.25%
IRM D 0.29% 0.34% 0.29%
IT C 0.33% 0.42% 0.33%
JEF A 0.27% 0.12% 0.12%
JLL D 0.13% 0.14% 0.13%
JNPR F 0.2% 0.13% 0.13%
KD B 0.19% 0.07% 0.07%
KR B 0.26% 0.44% 0.26%
LAMR D 0.09% 0.12% 0.09%
LII A 0.26% 0.23% 0.23%
LPX B 0.11% 0.07% 0.07%
MANH D 0.25% 0.17% 0.17%
MEDP D 0.18% 0.09% 0.09%
MOH F 0.21% 0.19% 0.19%
MORN B 0.0% 0.11% 0.0%
MPWR F 0.22% 0.27% 0.22%
MTG C 0.1% 0.06% 0.06%
NI A 0.21% 0.18% 0.18%
NRG B 0.27% 0.21% 0.21%
NTAP C 0.26% 0.25% 0.25%
NTNX A 0.26% 0.17% 0.17%
NVT B 0.22% 0.14% 0.14%
OHI C 0.12% 0.12% 0.12%
OLED D 0.07% 0.07% 0.07%
ONTO D 0.19% 0.08% 0.08%
ORI A 0.13% 0.09% 0.09%
PAG B 0.12% 0.03% 0.03%
PEG A 0.06% 0.44% 0.06%
PHM D 0.26% 0.29% 0.26%
PNR A 0.06% 0.2% 0.06%
PRI A 0.08% 0.1% 0.08%
PSN D 0.23% 0.05% 0.05%
PSTG D 0.19% 0.16% 0.16%
PTC A 0.28% 0.23% 0.23%
PWR A 0.38% 0.48% 0.38%
R B 0.2% 0.1% 0.1%
RGA A 0.24% 0.15% 0.15%
ROL B 0.15% 0.16% 0.15%
RS B 0.07% 0.22% 0.07%
RYAN B 0.04% 0.07% 0.04%
SAIC F 0.22% 0.07% 0.07%
SLM A 0.03% 0.05% 0.03%
SMCI F 0.08% 0.09% 0.08%
SNX C 0.13% 0.08% 0.08%
SSNC B 0.23% 0.16% 0.16%
STAG F 0.01% 0.07% 0.01%
STLD B 0.25% 0.25% 0.25%
TER D 0.12% 0.18% 0.12%
TKR D 0.01% 0.05% 0.01%
TOL B 0.24% 0.17% 0.17%
TPG A 0.09% 0.05% 0.05%
TPR B 0.19% 0.13% 0.13%
TPX B 0.21% 0.09% 0.09%
TSCO D 0.15% 0.28% 0.15%
TTD B 0.4% 0.55% 0.4%
TW A 0.14% 0.14% 0.14%
TYL B 0.27% 0.27% 0.27%
UNM A 0.17% 0.13% 0.13%
URI B 0.4% 0.55% 0.4%
USFD A 0.25% 0.17% 0.17%
VLTO D 0.09% 0.25% 0.09%
VRSK A 0.1% 0.42% 0.1%
VRT B 0.44% 0.48% 0.44%
VTR C 0.26% 0.29% 0.26%
WDC D 0.25% 0.22% 0.22%
WING D 0.18% 0.11% 0.11%
WSM B 0.07% 0.15% 0.07%
WSO A 0.19% 0.21% 0.19%
XPO B 0.31% 0.24% 0.24%
ZS C 0.26% 0.2% 0.2%
JMOM Overweight 145 Positions Relative to CVMC
Symbol Grade Weight
NVDA C 2.48%
AVGO D 2.21%
META D 2.02%
MSFT F 1.85%
GOOGL C 1.82%
BRK.A B 1.78%
AAPL C 1.75%
LLY F 1.57%
COST B 1.46%
HD A 1.39%
UNH C 1.34%
CRM B 1.26%
ABBV D 1.05%
ORCL B 0.94%
NOW A 0.9%
GE D 0.84%
NFLX A 0.83%
CAT B 0.81%
IBM C 0.8%
ISRG A 0.8%
INTU C 0.79%
TMO F 0.79%
PM B 0.79%
TXN C 0.78%
AMD F 0.77%
QCOM F 0.75%
PLTR B 0.74%
BKNG A 0.72%
AXP A 0.72%
ETN A 0.69%
MSTR C 0.67%
PGR A 0.67%
AMAT F 0.66%
AMZN C 0.64%
SYK C 0.62%
DHR F 0.62%
TJX A 0.6%
PANW C 0.6%
BSX B 0.6%
TMUS B 0.59%
COP C 0.59%
VRTX F 0.59%
UBER D 0.57%
KKR A 0.55%
ANET C 0.54%
GS A 0.54%
CB C 0.52%
ADI D 0.51%
TT A 0.51%
CRWD B 0.5%
PH A 0.5%
MU D 0.5%
VST B 0.49%
MRVL B 0.48%
APH A 0.48%
SPOT B 0.47%
MCK B 0.47%
WM A 0.47%
MSI B 0.46%
WELL A 0.45%
WMB A 0.44%
KLAC D 0.44%
RCL A 0.44%
LRCX F 0.44%
DASH A 0.44%
COIN C 0.44%
CTAS B 0.44%
GD F 0.43%
CEG D 0.42%
TDG D 0.42%
CMG B 0.41%
HLT A 0.4%
DLR B 0.39%
GEV B 0.39%
ORLY B 0.39%
ECL D 0.38%
CL D 0.38%
HWM A 0.37%
PCAR B 0.37%
SPG B 0.37%
AFL B 0.36%
NU C 0.36%
ROP B 0.36%
AJG B 0.36%
TRGP B 0.36%
AZO C 0.35%
MPC D 0.35%
DELL C 0.35%
PSX C 0.35%
CPRT A 0.34%
LOW D 0.34%
COR B 0.32%
RSG A 0.32%
LDOS C 0.31%
GDDY A 0.3%
FANG D 0.28%
CAH B 0.28%
ICE C 0.28%
EXP A 0.26%
DTM B 0.26%
VLO C 0.25%
FI A 0.25%
BWXT B 0.24%
CACI D 0.24%
IBKR A 0.24%
FTI A 0.24%
THC D 0.23%
T A 0.22%
SN D 0.2%
HCA F 0.2%
LIN D 0.2%
SCCO F 0.2%
SO D 0.19%
AM A 0.19%
PG A 0.19%
UHS D 0.19%
POST C 0.18%
TXT D 0.18%
DKNG B 0.18%
KO D 0.17%
MRK F 0.17%
WLK D 0.16%
DHI D 0.16%
CRBG B 0.15%
MTSI B 0.14%
LOPE B 0.14%
RPM A 0.12%
SPB C 0.11%
SNPS B 0.11%
PPC C 0.1%
VKTX F 0.1%
FE C 0.1%
WFRD D 0.1%
VVV F 0.09%
ROIV C 0.09%
HII D 0.08%
INFA D 0.08%
AGO B 0.07%
SRE A 0.07%
FYBR D 0.06%
NSA D 0.05%
BSY D 0.05%
INVH D 0.04%
CXT B 0.04%
EQIX A 0.0%
JMOM Underweight 480 Positions Relative to CVMC
Symbol Grade Weight
ADSK A -0.64%
FTNT C -0.59%
CMI A -0.5%
FIS C -0.48%
SQ B -0.47%
D C -0.47%
PAYX C -0.47%
AME A -0.46%
DAL C -0.46%
MSCI C -0.46%
FAST B -0.45%
BKR B -0.45%
PRU A -0.44%
CCI D -0.44%
IR B -0.43%
KVUE A -0.43%
ODFL B -0.43%
LEN D -0.42%
DFS B -0.42%
KMB D -0.42%
CTSH B -0.41%
OTIS C -0.41%
SNOW C -0.41%
YUM B -0.4%
VMC B -0.4%
DDOG A -0.4%
TEAM A -0.4%
XEL A -0.4%
EA A -0.4%
CHTR C -0.39%
EXC C -0.39%
SYY B -0.38%
A D -0.38%
GEHC F -0.37%
GIS D -0.37%
WAB B -0.37%
NUE C -0.36%
ALNY D -0.35%
VEEV C -0.35%
ROK B -0.35%
RMD C -0.35%
HUBS A -0.35%
IDXX F -0.35%
EXR D -0.35%
LULU C -0.34%
HUM C -0.34%
AVB B -0.34%
MTB A -0.34%
CSGP D -0.33%
WEC A -0.33%
EFX F -0.33%
FITB A -0.31%
WTW B -0.31%
PPG F -0.31%
CNC D -0.31%
DOV A -0.31%
XYL D -0.31%
NVR D -0.31%
NDAQ A -0.31%
EQR B -0.3%
TTWO A -0.3%
KHC F -0.3%
ANSS B -0.3%
HSY F -0.29%
RJF A -0.29%
EBAY D -0.29%
SW A -0.29%
ON D -0.29%
KEYS A -0.29%
FTV C -0.29%
DTE C -0.28%
MTD D -0.28%
NET B -0.28%
AWK D -0.28%
WST C -0.27%
AEE A -0.27%
STT A -0.27%
RBLX C -0.27%
BIIB F -0.26%
SBAC D -0.26%
WBD C -0.26%
ILMN D -0.25%
ES D -0.25%
CDW F -0.25%
SYF B -0.25%
CSL C -0.25%
TDY B -0.25%
TROW B -0.25%
STE F -0.24%
PKG A -0.24%
ZBH C -0.24%
WAT B -0.24%
HBAN A -0.24%
CMS C -0.23%
LYV A -0.23%
LPLA A -0.23%
OMC C -0.23%
K A -0.23%
RF A -0.23%
DRI B -0.22%
TRU D -0.22%
LH C -0.22%
MKC D -0.22%
ZM B -0.22%
CINF A -0.22%
OC A -0.22%
MAA B -0.21%
ZBRA B -0.21%
STX D -0.21%
ARE D -0.21%
EXPD D -0.21%
FDS B -0.21%
MDB C -0.21%
SNA A -0.21%
BALL D -0.21%
CLX B -0.2%
TRMB B -0.2%
PODD C -0.2%
IEX B -0.2%
SAIA B -0.2%
WY D -0.2%
CFG B -0.2%
JBHT C -0.2%
NTRS A -0.2%
DGX A -0.19%
PFG D -0.19%
HOLX D -0.19%
BAX D -0.18%
FSLR F -0.18%
PINS D -0.18%
CHRW C -0.18%
AVY D -0.18%
KIM A -0.18%
UTHR C -0.18%
DPZ C -0.17%
DOC D -0.17%
DOCU A -0.17%
AMCR D -0.17%
ALGN D -0.17%
GGG B -0.17%
LNT A -0.17%
SUI D -0.17%
ULTA F -0.17%
WRB A -0.17%
FIX A -0.17%
BBY D -0.17%
TWLO A -0.17%
APTV D -0.17%
KEY B -0.17%
RVTY F -0.16%
ENTG D -0.16%
NDSN B -0.16%
EVRG A -0.16%
ACM A -0.16%
DG F -0.16%
INCY C -0.16%
TOST B -0.16%
BURL A -0.16%
GPC D -0.16%
VRSN F -0.16%
MAS D -0.16%
UDR B -0.16%
EQH B -0.15%
REG B -0.15%
SWK D -0.15%
EG C -0.15%
AVTR F -0.15%
SFM A -0.15%
Z A -0.15%
AKAM D -0.14%
HST C -0.14%
CMC B -0.14%
SWKS F -0.14%
AFRM B -0.14%
EWBC A -0.14%
EPAM C -0.14%
SOFI A -0.14%
BXP D -0.14%
ALLE D -0.14%
ITT A -0.14%
PFGC B -0.14%
CPT B -0.14%
CAG D -0.14%
CLH B -0.14%
TXRH C -0.14%
EL F -0.14%
ELS C -0.14%
DT C -0.14%
JBL B -0.14%
SJM D -0.13%
AAL B -0.13%
POOL C -0.13%
OKTA C -0.13%
JKHY D -0.13%
LECO B -0.13%
DUOL A -0.13%
RRX B -0.13%
ATR B -0.13%
NBIX C -0.13%
WPC D -0.13%
SCI B -0.13%
EMN D -0.13%
SUM B -0.13%
BG F -0.13%
DLTR F -0.13%
BMRN D -0.13%
KMX B -0.12%
PAYC B -0.12%
WTRG B -0.12%
AIT A -0.12%
LBRDK C -0.12%
DAY B -0.12%
CUBE D -0.12%
OWL A -0.12%
ATI D -0.12%
KNX B -0.12%
LW C -0.12%
TTEK F -0.12%
CCK C -0.12%
IPG D -0.12%
RNR C -0.12%
TECH D -0.12%
DCI B -0.11%
FRT B -0.11%
EXEL B -0.11%
SRPT D -0.11%
RPRX D -0.11%
BWA D -0.11%
BJ A -0.11%
ALV C -0.11%
CRL C -0.11%
WWD B -0.11%
MKTX D -0.11%
SF B -0.11%
AES F -0.11%
MLI C -0.11%
CTLT B -0.11%
SNAP C -0.11%
PEN B -0.1%
CPB D -0.1%
MOS F -0.1%
HRL D -0.1%
TTC D -0.1%
ALLY C -0.1%
LKQ D -0.1%
BRX A -0.1%
GPK C -0.1%
ROKU D -0.1%
WAL B -0.1%
TFX F -0.1%
NYT C -0.1%
WBS A -0.1%
GMED A -0.1%
APG B -0.1%
CNH C -0.1%
DOX D -0.1%
AFG A -0.1%
AOS F -0.1%
KNSL B -0.1%
EXAS D -0.1%
CIEN B -0.1%
AXTA A -0.1%
AAON B -0.1%
CG A -0.1%
REXR F -0.1%
FND C -0.1%
FHN A -0.1%
WMS D -0.1%
RIVN F -0.1%
NNN D -0.09%
MOD A -0.09%
RHI B -0.09%
MKSI C -0.09%
BERY B -0.09%
CBSH A -0.09%
ENSG D -0.09%
SSD D -0.09%
FBIN D -0.09%
FLS B -0.09%
WCC B -0.09%
CMA A -0.09%
BILL A -0.09%
PNFP B -0.09%
HSIC B -0.09%
CHE D -0.09%
PCTY B -0.09%
LSTR D -0.09%
PLNT A -0.09%
CE F -0.09%
ALK C -0.09%
GL B -0.09%
LAD A -0.09%
HLI B -0.09%
MTZ B -0.09%
LEA D -0.08%
S B -0.08%
UFPI B -0.08%
CVLT B -0.08%
WEX D -0.08%
G B -0.08%
IVZ B -0.08%
SNV B -0.08%
VMI B -0.08%
VOYA B -0.08%
THO B -0.08%
SKX D -0.08%
FR C -0.08%
RL B -0.08%
SSB B -0.08%
PARA C -0.08%
FCN D -0.08%
HLNE B -0.08%
HAS D -0.08%
FMC D -0.08%
VNO B -0.08%
GXO B -0.08%
CGNX C -0.08%
TMHC B -0.08%
GKOS B -0.08%
CFR B -0.08%
JAZZ B -0.08%
RGEN D -0.08%
ESAB B -0.08%
MIDD C -0.08%
GTLS B -0.08%
OSK B -0.08%
WTFC A -0.08%
HQY B -0.08%
ZION B -0.08%
SEIC B -0.08%
ACI C -0.08%
WH B -0.08%
DVA B -0.08%
BPMC C -0.07%
BCPC B -0.07%
AGCO D -0.07%
WTS B -0.07%
KRG B -0.07%
BPOP B -0.07%
CADE B -0.07%
DBX B -0.07%
ONB B -0.07%
SPSC C -0.07%
CBT C -0.07%
CWST A -0.07%
CFLT B -0.07%
ANF C -0.07%
COLD D -0.07%
NOVT D -0.07%
BFAM D -0.07%
IDA A -0.07%
MHK D -0.07%
MOG.A B -0.07%
GME C -0.07%
DAR C -0.07%
LFUS F -0.07%
LSCC D -0.07%
VFC C -0.07%
AGNC D -0.07%
ESI A -0.07%
FAF A -0.07%
MTH D -0.07%
JXN C -0.07%
WSC D -0.07%
EXLS B -0.07%
PB A -0.07%
MSA D -0.07%
TREX C -0.07%
MTN C -0.07%
RHP B -0.07%
SMAR A -0.07%
BMI B -0.07%
HALO F -0.07%
ENPH F -0.07%
BIO D -0.07%
ELAN D -0.07%
HOMB A -0.06%
IBP D -0.06%
INSP D -0.06%
ETSY D -0.06%
ESNT D -0.06%
ST F -0.06%
UGI A -0.06%
HXL D -0.06%
EXPO D -0.06%
QLYS C -0.06%
THG A -0.06%
SON D -0.06%
STWD C -0.06%
FNB A -0.06%
NXST C -0.06%
LNC B -0.06%
JHG A -0.06%
ARW D -0.06%
SIGI C -0.06%
WHR B -0.06%
DY D -0.06%
COOP B -0.06%
VRNS D -0.06%
AL B -0.06%
RMBS C -0.06%
BEN C -0.06%
SEE C -0.06%
BECN B -0.06%
HOG D -0.06%
ITRI B -0.06%
SITE D -0.06%
BC C -0.06%
GATX A -0.06%
MAT D -0.06%
NFG A -0.06%
BRKR D -0.06%
VNT B -0.06%
ALTR B -0.06%
FSS B -0.06%
MMSI B -0.06%
LYFT C -0.06%
OMF A -0.06%
ELF C -0.06%
AXS A -0.06%
EPRT B -0.06%
KBH D -0.06%
QRVO F -0.06%
DOCS C -0.06%
FOUR B -0.06%
BBWI D -0.06%
TRNO F -0.06%
BCO D -0.05%
RH B -0.05%
FLO D -0.05%
WTM A -0.05%
FELE B -0.05%
CELH F -0.05%
ABG B -0.05%
OZK B -0.05%
RDN C -0.05%
TENB C -0.05%
WMG C -0.05%
SLGN A -0.05%
BCC B -0.05%
SWX B -0.05%
HCP B -0.05%
AMG B -0.05%
POR C -0.05%
ZWS B -0.05%
OLLI D -0.05%
CROX D -0.05%
IONS F -0.05%
MMS F -0.05%
PVH C -0.05%
TNET D -0.04%
MSM C -0.04%
ATKR C -0.04%
BBIO F -0.04%
CDP C -0.04%
LANC C -0.04%
XRAY F -0.04%
SIG B -0.04%
NSIT F -0.04%
CHWY B -0.04%
M D -0.04%
OPCH D -0.04%
CHH A -0.04%
CWAN B -0.04%
OGN D -0.04%
ASH D -0.04%
EEFT B -0.04%
DLB B -0.04%
FIVE F -0.04%
PFSI D -0.03%
COLM B -0.03%
COTY F -0.03%
ALGM D -0.03%
CACC D -0.03%
CWEN C -0.03%
AGR B -0.03%
BOKF B -0.03%
APLS D -0.03%
ZI D -0.03%
LEVI F -0.02%
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