JMOM vs. FDWM ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to Fidelity Women's Leadership ETF (FDWM)

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

FDWM

Fidelity Women's Leadership ETF

FDWM Description

The investment seeks long-term growth of capital. The Advisor normally invests at least 80% of assets in equity securities of companies that prioritize and advance women's leadership and development. The Adviser may invest the fund's assets in securities of foreign issuers in addition to securities of domestic issuers. The fund may invest a significant percentage of its assets in relatively few companies and may invest up to 25% in a single company. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.72

Average Daily Volume

241

Number of Holdings ^*

101

* may have additional holdings in another (foreign) market

Performance

Period	JMOM	FDWM
30 Days	5.45%	2.79%
60 Days	7.40%	2.73%
90 Days	9.79%	4.82%
12 Months	41.42%	24.93%

31 Overlapping Holdings

Symbol	Grade	Weight in JMOM	Weight in FDWM	Overlap
AAPL	C	1.75%	4.35%	1.75%
AMD	F	0.77%	1.19%	0.77%
AMZN	C	0.64%	2.56%	0.64%
ANET	C	0.54%	1.41%	0.54%
CRM	B	1.26%	1.62%	1.26%
DELL	C	0.35%	0.53%	0.35%
ETN	A	0.69%	0.94%	0.69%
GAP	C	0.18%	0.24%	0.18%
GEN	B	0.26%	0.93%	0.26%
GEV	B	0.39%	0.96%	0.39%
HIG	B	0.27%	1.04%	0.27%
HLT	A	0.4%	0.78%	0.4%
INTU	C	0.79%	0.85%	0.79%
LDOS	C	0.31%	0.94%	0.31%
LOW	D	0.34%	0.54%	0.34%
MRK	F	0.17%	0.68%	0.17%
MRVL	B	0.48%	1.08%	0.48%
MSFT	F	1.85%	3.66%	1.85%
MU	D	0.5%	0.87%	0.5%
NFLX	A	0.83%	0.66%	0.66%
NVDA	C	2.48%	3.24%	2.48%
NVT	B	0.22%	0.51%	0.22%
OLED	D	0.07%	0.57%	0.07%
PGR	A	0.67%	1.73%	0.67%
PH	A	0.5%	0.87%	0.5%
SAIC	F	0.22%	0.71%	0.22%
TPR	B	0.19%	0.51%	0.19%
VLTO	D	0.09%	0.42%	0.09%
VRTX	F	0.59%	0.59%	0.59%
VTR	C	0.26%	1.16%	0.26%
WSM	B	0.07%	1.4%	0.07%

JMOM Overweight 240 Positions Relative to FDWM

Symbol	Grade	Weight
AVGO	D	2.21%
META	D	2.02%
GOOGL	C	1.82%
BRK.A	B	1.78%
LLY	F	1.57%
COST	B	1.46%
HD	A	1.39%
UNH	C	1.34%
ABBV	D	1.05%
ORCL	B	0.94%
NOW	A	0.9%
GE	D	0.84%
APP	B	0.82%
CAT	B	0.81%
IBM	C	0.8%
ISRG	A	0.8%
TMO	F	0.79%
PM	B	0.79%
TXN	C	0.78%
QCOM	F	0.75%
PLTR	B	0.74%
BKNG	A	0.72%
AXP	A	0.72%
MSTR	C	0.67%
AMAT	F	0.66%
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%
UBER	D	0.57%
KKR	A	0.55%
GS	A	0.54%
CB	C	0.52%
ADI	D	0.51%
TT	A	0.51%
CRWD	B	0.5%
VST	B	0.49%
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%
VRT	B	0.44%
CTAS	B	0.44%
AXON	A	0.43%
GD	F	0.43%
FICO	B	0.42%
CEG	D	0.42%
TDG	D	0.42%
AMP	A	0.41%
CMG	B	0.41%
CVNA	B	0.4%
TTD	B	0.4%
URI	B	0.4%
BK	A	0.39%
GWW	B	0.39%
DLR	B	0.39%
ORLY	B	0.39%
ECL	D	0.38%
PWR	A	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%
PSX	C	0.35%
ALL	A	0.35%
CBRE	B	0.34%
CPRT	A	0.34%
IT	C	0.33%
COR	B	0.32%
GLW	B	0.32%
EME	C	0.32%
RSG	A	0.32%
XPO	B	0.31%
ARES	A	0.31%
COHR	B	0.3%
GDDY	A	0.3%
DECK	A	0.29%
HUBB	B	0.29%
IRM	D	0.29%
CW	B	0.28%
ACGL	D	0.28%
PTC	A	0.28%
FANG	D	0.28%
CAH	B	0.28%
ICE	C	0.28%
BAH	F	0.27%
TYL	B	0.27%
NRG	B	0.27%
BRO	B	0.27%
JEF	A	0.27%
ALSN	B	0.27%
PHM	D	0.26%
ZS	C	0.26%
EXP	A	0.26%
LII	A	0.26%
DTM	B	0.26%
KR	B	0.26%
NTAP	C	0.26%
FFIV	B	0.26%
GWRE	A	0.26%
NTNX	A	0.26%
WDC	D	0.25%
MANH	D	0.25%
STLD	B	0.25%
IQV	D	0.25%
VLO	C	0.25%
USFD	A	0.25%
FI	A	0.25%
BWXT	B	0.24%
RGA	A	0.24%
EVR	B	0.24%
TOL	B	0.24%
CACI	D	0.24%
IBKR	A	0.24%
FTI	A	0.24%
CBOE	B	0.23%
PSN	D	0.23%
HEI	B	0.23%
SSNC	B	0.23%
THC	D	0.23%
CHD	B	0.23%
MPWR	F	0.22%
CASY	A	0.22%
FRPT	B	0.22%
T	A	0.22%
ED	D	0.21%
CNM	D	0.21%
INGR	B	0.21%
MOH	F	0.21%
TPX	B	0.21%
NI	A	0.21%
SN	D	0.2%
HCA	F	0.2%
HPQ	B	0.2%
LIN	D	0.2%
DKS	C	0.2%
R	B	0.2%
SCCO	F	0.2%
JNPR	F	0.2%
SO	D	0.19%
PSTG	D	0.19%
ONTO	D	0.19%
KD	B	0.19%
AM	A	0.19%
IFF	D	0.19%
PG	A	0.19%
UHS	D	0.19%
WSO	A	0.19%
HPE	B	0.18%
POST	C	0.18%
AN	C	0.18%
MEDP	D	0.18%
WING	D	0.18%
TXT	D	0.18%
DKNG	B	0.18%
UNM	A	0.17%
KO	D	0.17%
WLK	D	0.16%
H	B	0.16%
DHI	D	0.16%
TSCO	D	0.15%
BLD	D	0.15%
CRUS	D	0.15%
ROL	B	0.15%
CRBG	B	0.15%
AZEK	A	0.15%
MTSI	B	0.14%
ARMK	B	0.14%
LOPE	B	0.14%
TW	A	0.14%
JLL	D	0.13%
SNX	C	0.13%
BRBR	A	0.13%
EHC	B	0.13%
ORI	A	0.13%
TER	D	0.12%
PAG	B	0.12%
OHI	C	0.12%
RPM	A	0.12%
AVT	C	0.12%
SPB	C	0.11%
LPX	B	0.11%
SNPS	B	0.11%
MTG	C	0.1%
ESS	B	0.1%
VRSK	A	0.1%
PPC	C	0.1%
VKTX	F	0.1%
FE	C	0.1%
WFRD	D	0.1%
HRB	D	0.1%
VVV	F	0.09%
LAMR	D	0.09%
TPG	A	0.09%
ROIV	C	0.09%
HII	D	0.08%
INFA	D	0.08%
SMCI	F	0.08%
PRI	A	0.08%
COKE	C	0.08%
APPF	B	0.08%
AGO	B	0.07%
RS	B	0.07%
SRE	A	0.07%
PEG	A	0.06%
FYBR	D	0.06%
AWI	A	0.06%
AYI	B	0.06%
PNR	A	0.06%
NSA	D	0.05%
BSY	D	0.05%
FCNCA	A	0.05%
INVH	D	0.04%
CXT	B	0.04%
RYAN	B	0.04%
SLM	A	0.03%
BR	A	0.02%
ESTC	C	0.02%
TKR	D	0.01%
STAG	F	0.01%
MORN	B	0.0%
EQIX	A	0.0%

JMOM Underweight 70 Positions Relative to FDWM

Symbol	Grade	Weight
GOOG	C	-2.61%
ACN	C	-2.03%
DIS	B	-1.93%
HOLX	D	-1.76%
CI	F	-1.69%
JPM	A	-1.5%
ADBE	C	-1.32%
CDW	F	-1.23%
HUBS	A	-1.21%
NXPI	D	-1.16%
CNC	D	-1.13%
BAC	A	-1.11%
PODD	C	-1.1%
MA	C	-1.09%
BKR	B	-1.04%
NEE	D	-1.0%
ALNY	D	-1.0%
WEX	D	-0.99%
C	A	-0.98%
FSLR	F	-0.98%
NDAQ	A	-0.95%
ULTA	F	-0.94%
MMC	B	-0.93%
ELV	F	-0.92%
TMHC	B	-0.92%
DE	A	-0.92%
CLX	B	-0.83%
FIS	C	-0.82%
EL	F	-0.8%
ZTS	D	-0.78%
CBT	C	-0.78%
UPS	C	-0.77%
NSIT	F	-0.76%
PSA	D	-0.75%
FSS	B	-0.74%
OTIS	C	-0.71%
RRX	B	-0.7%
BALL	D	-0.69%
GSK	F	-0.67%
AR	B	-0.66%
HBAN	A	-0.65%
ETSY	D	-0.64%
EMN	D	-0.62%
ICLR	D	-0.61%
EXAS	D	-0.61%
BBY	D	-0.61%
CE	F	-0.57%
SUM	B	-0.57%
USB	A	-0.56%
OXY	D	-0.55%
PINS	D	-0.55%
SBUX	A	-0.55%
EQT	B	-0.52%
ATI	D	-0.51%
HSY	F	-0.5%
BG	F	-0.47%
MAN	D	-0.47%
WRBY	B	-0.45%
MTN	C	-0.44%
NKE	D	-0.37%
RUN	F	-0.36%
AMN	F	-0.36%
ARCB	C	-0.34%
ZLAB	C	-0.31%
PD	C	-0.29%
ELF	C	-0.28%
RDUS	C	-0.24%
SEDG	F	-0.21%
MLKN	D	-0.2%
SAGE	F	-0.08%