JMOM vs. HAPI ETF Comparison
Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to Harbor Corporate Culture ETF (HAPI)
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
HAPI
Harbor Corporate Culture ETF
HAPI Description
The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 150 U.S. companies identified by Irrational Capital LLC ("Irrational Capital") as those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology.Grade (RS Rating)
Last Trade
$36.20
Average Daily Volume
5,644
Number of Holdings
*
151
* may have additional holdings in another (foreign) market
Performance
| Period | JMOM | HAPI |
|---|---|---|
| 30 Days | 5.45% | 2.60% |
| 60 Days | 7.40% | 4.98% |
| 90 Days | 9.79% | 6.65% |
| 12 Months | 41.42% | 35.11% |
63 Overlapping Holdings
| Symbol | Grade | Weight in JMOM | Weight in HAPI | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 1.8% | 5.25% | 1.8% | |
| ACGL | D | 0.26% | 0.19% | 0.19% | |
| AMAT | F | 0.63% | 0.76% | 0.63% | |
| AMD | F | 0.77% | 0.67% | 0.67% | |
| AMZN | C | 0.61% | 5.0% | 0.61% | |
| ANET | C | 0.53% | 0.27% | 0.27% | |
| ARES | A | 0.32% | 0.12% | 0.12% | |
| AXP | A | 0.73% | 0.91% | 0.73% | |
| BAH | F | 0.23% | 0.11% | 0.11% | |
| BKNG | A | 0.73% | 1.52% | 0.73% | |
| BR | A | 0.02% | 0.09% | 0.02% | |
| BRO | B | 0.27% | 0.14% | 0.14% | |
| BSX | B | 0.62% | 1.15% | 0.62% | |
| BSY | D | 0.05% | 0.03% | 0.03% | |
| CAT | B | 0.8% | 1.13% | 0.8% | |
| CBOE | B | 0.24% | 0.12% | 0.12% | |
| CL | D | 0.4% | 0.3% | 0.3% | |
| CRM | B | 1.21% | 0.94% | 0.94% | |
| CRWD | B | 0.51% | 0.21% | 0.21% | |
| ED | D | 0.21% | 0.23% | 0.21% | |
| EQIX | A | 0.0% | 0.46% | 0.0% | |
| ESS | B | 0.09% | 0.11% | 0.09% | |
| FICO | B | 0.41% | 0.17% | 0.17% | |
| GE | D | 0.82% | 1.05% | 0.82% | |
| GEV | B | 0.41% | 0.48% | 0.41% | |
| GOOGL | C | 1.81% | 3.2% | 1.81% | |
| GWW | B | 0.38% | 0.41% | 0.38% | |
| HIG | B | 0.28% | 0.19% | 0.19% | |
| HLT | A | 0.4% | 0.58% | 0.4% | |
| HPE | B | 0.18% | 0.09% | 0.09% | |
| HPQ | B | 0.2% | 0.12% | 0.12% | |
| IBM | C | 0.82% | 0.6% | 0.6% | |
| INTU | C | 0.73% | 0.57% | 0.57% | |
| ISRG | A | 0.82% | 1.01% | 0.82% | |
| IT | C | 0.31% | 0.13% | 0.13% | |
| KKR | A | 0.56% | 0.5% | 0.5% | |
| KLAC | D | 0.42% | 0.25% | 0.25% | |
| KO | D | 0.17% | 0.93% | 0.17% | |
| LII | A | 0.26% | 0.11% | 0.11% | |
| LLY | F | 1.47% | 2.89% | 1.47% | |
| META | D | 1.99% | 3.22% | 1.99% | |
| MOH | F | 0.2% | 0.08% | 0.08% | |
| MRVL | B | 0.48% | 0.24% | 0.24% | |
| MSFT | F | 1.82% | 4.3% | 1.82% | |
| NFLX | A | 0.9% | 1.14% | 0.9% | |
| NOW | A | 0.9% | 0.63% | 0.63% | |
| NTAP | C | 0.27% | 0.08% | 0.08% | |
| NVDA | C | 2.5% | 8.04% | 2.5% | |
| PANW | C | 0.6% | 0.34% | 0.34% | |
| PG | A | 0.2% | 1.56% | 0.2% | |
| PHM | D | 0.26% | 0.11% | 0.11% | |
| PWR | A | 0.39% | 0.26% | 0.26% | |
| QCOM | F | 0.73% | 0.56% | 0.56% | |
| SNPS | B | 0.11% | 0.24% | 0.11% | |
| SO | D | 0.19% | 0.64% | 0.19% | |
| SPG | B | 0.38% | 0.31% | 0.31% | |
| SPOT | B | 0.48% | 0.17% | 0.17% | |
| STLD | B | 0.25% | 0.2% | 0.2% | |
| TER | D | 0.12% | 0.05% | 0.05% | |
| TTD | B | 0.39% | 0.15% | 0.15% | |
| TXN | C | 0.76% | 0.61% | 0.61% | |
| URI | B | 0.39% | 0.31% | 0.31% | |
| WMB | A | 0.46% | 0.56% | 0.46% |
JMOM Overweight 208 Positions Relative to HAPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | 2.1% | |
| BRK.A | B | 1.8% | |
| COST | B | 1.47% | |
| HD | A | 1.37% | |
| UNH | C | 1.34% | |
| ABBV | D | 1.04% | |
| MSTR | C | 0.97% | |
| ORCL | B | 0.96% | |
| APP | B | 0.95% | |
| PM | B | 0.84% | |
| TMO | F | 0.76% | |
| PLTR | B | 0.76% | |
| ETN | A | 0.68% | |
| PGR | A | 0.67% | |
| SYK | C | 0.62% | |
| DHR | F | 0.61% | |
| TJX | A | 0.6% | |
| COP | C | 0.6% | |
| TMUS | B | 0.58% | |
| UBER | D | 0.57% | |
| VRTX | F | 0.55% | |
| GS | A | 0.54% | |
| VST | B | 0.54% | |
| CB | C | 0.53% | |
| COIN | C | 0.51% | |
| TT | A | 0.51% | |
| ADI | D | 0.51% | |
| VRT | B | 0.5% | |
| PH | A | 0.5% | |
| MU | D | 0.5% | |
| MCK | B | 0.48% | |
| APH | A | 0.48% | |
| WM | A | 0.47% | |
| WELL | A | 0.46% | |
| MSI | B | 0.46% | |
| RCL | A | 0.45% | |
| CEG | D | 0.44% | |
| DASH | A | 0.44% | |
| CTAS | B | 0.44% | |
| AXON | A | 0.44% | |
| CMG | B | 0.42% | |
| LRCX | F | 0.42% | |
| CVNA | B | 0.41% | |
| AMP | A | 0.41% | |
| DLR | B | 0.41% | |
| TDG | D | 0.4% | |
| TRGP | B | 0.39% | |
| GD | F | 0.39% | |
| BK | A | 0.39% | |
| HWM | A | 0.38% | |
| ORLY | B | 0.38% | |
| ECL | D | 0.37% | |
| PSX | C | 0.36% | |
| PCAR | B | 0.36% | |
| AFL | B | 0.36% | |
| AJG | B | 0.36% | |
| DELL | C | 0.35% | |
| MPC | D | 0.35% | |
| ROP | B | 0.35% | |
| ALL | A | 0.35% | |
| AZO | C | 0.34% | |
| CPRT | A | 0.33% | |
| LOW | D | 0.33% | |
| EME | C | 0.33% | |
| CBRE | B | 0.33% | |
| GLW | B | 0.32% | |
| RSG | A | 0.32% | |
| NU | C | 0.31% | |
| COHR | B | 0.31% | |
| GDDY | A | 0.31% | |
| COR | B | 0.31% | |
| IRM | D | 0.3% | |
| XPO | B | 0.3% | |
| ICE | C | 0.29% | |
| DECK | A | 0.29% | |
| HUBB | B | 0.29% | |
| JEF | A | 0.28% | |
| NRG | B | 0.28% | |
| FANG | D | 0.28% | |
| GWRE | A | 0.27% | |
| ALSN | B | 0.27% | |
| DTM | B | 0.27% | |
| PTC | A | 0.27% | |
| CAH | B | 0.27% | |
| GEN | B | 0.26% | |
| VLO | C | 0.26% | |
| LDOS | C | 0.26% | |
| NTNX | A | 0.26% | |
| FFIV | B | 0.26% | |
| CW | B | 0.26% | |
| IBKR | A | 0.26% | |
| VTR | C | 0.26% | |
| FI | A | 0.26% | |
| TYL | B | 0.26% | |
| ZS | C | 0.25% | |
| WDC | D | 0.25% | |
| EXP | A | 0.25% | |
| FTI | A | 0.25% | |
| KR | B | 0.25% | |
| USFD | A | 0.25% | |
| BWXT | B | 0.24% | |
| HEI | B | 0.24% | |
| RGA | A | 0.24% | |
| EVR | B | 0.24% | |
| TOL | B | 0.24% | |
| CHD | B | 0.24% | |
| CASY | A | 0.23% | |
| SSNC | B | 0.23% | |
| T | A | 0.23% | |
| IQV | D | 0.23% | |
| MANH | D | 0.23% | |
| NVT | B | 0.22% | |
| CNM | D | 0.22% | |
| THC | D | 0.22% | |
| NI | A | 0.22% | |
| FRPT | B | 0.22% | |
| TPX | B | 0.21% | |
| MPWR | F | 0.21% | |
| SCCO | F | 0.21% | |
| TPR | B | 0.21% | |
| AM | A | 0.2% | |
| PSN | D | 0.2% | |
| INGR | B | 0.2% | |
| LIN | D | 0.2% | |
| DKS | C | 0.2% | |
| CACI | D | 0.2% | |
| ONTO | D | 0.19% | |
| POST | C | 0.19% | |
| PSTG | D | 0.19% | |
| UHS | D | 0.19% | |
| KD | B | 0.19% | |
| IFF | D | 0.19% | |
| WSO | A | 0.19% | |
| HCA | F | 0.19% | |
| JNPR | F | 0.19% | |
| R | B | 0.19% | |
| DKNG | B | 0.19% | |
| AN | C | 0.18% | |
| WING | D | 0.18% | |
| SN | D | 0.18% | |
| SAIC | F | 0.18% | |
| MEDP | D | 0.17% | |
| DHI | D | 0.17% | |
| GAP | C | 0.17% | |
| TXT | D | 0.17% | |
| UNM | A | 0.17% | |
| MRK | F | 0.17% | |
| AZEK | A | 0.16% | |
| WLK | D | 0.16% | |
| H | B | 0.16% | |
| ROL | B | 0.15% | |
| BLD | D | 0.15% | |
| TW | A | 0.15% | |
| CRUS | D | 0.15% | |
| CRBG | B | 0.15% | |
| MTSI | B | 0.14% | |
| ARMK | B | 0.14% | |
| TSCO | D | 0.14% | |
| AVT | C | 0.13% | |
| SNX | C | 0.13% | |
| BRBR | A | 0.13% | |
| ORI | A | 0.13% | |
| LOPE | B | 0.13% | |
| PAG | B | 0.12% | |
| JLL | D | 0.12% | |
| OHI | C | 0.12% | |
| RPM | A | 0.12% | |
| EHC | B | 0.12% | |
| SPB | C | 0.11% | |
| LPX | B | 0.11% | |
| MTG | C | 0.1% | |
| VRSK | A | 0.1% | |
| HRB | D | 0.1% | |
| WFRD | D | 0.1% | |
| PPC | C | 0.1% | |
| SMCI | F | 0.1% | |
| FE | C | 0.1% | |
| LAMR | D | 0.09% | |
| ROIV | C | 0.09% | |
| VLTO | D | 0.09% | |
| TPG | A | 0.09% | |
| WSM | B | 0.09% | |
| VKTX | F | 0.09% | |
| INFA | D | 0.08% | |
| VVV | F | 0.08% | |
| APPF | B | 0.08% | |
| PRI | A | 0.08% | |
| COKE | C | 0.08% | |
| AWI | A | 0.07% | |
| AGO | B | 0.07% | |
| OLED | D | 0.07% | |
| RS | B | 0.07% | |
| HII | D | 0.07% | |
| SRE | A | 0.07% | |
| PEG | A | 0.06% | |
| FCNCA | A | 0.06% | |
| AYI | B | 0.06% | |
| FYBR | D | 0.06% | |
| PNR | A | 0.06% | |
| NSA | D | 0.05% | |
| INVH | D | 0.04% | |
| CXT | B | 0.04% | |
| RYAN | B | 0.04% | |
| SLM | A | 0.03% | |
| ESTC | C | 0.02% | |
| TKR | D | 0.01% | |
| STAG | F | 0.01% | |
| MORN | B | 0.0% |
JMOM Underweight 88 Positions Relative to HAPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -3.99% | |
| GOOG | C | -2.81% | |
| MA | C | -2.54% | |
| JNJ | D | -2.09% | |
| CVX | A | -2.07% | |
| BAC | A | -1.88% | |
| XLC | A | -1.59% | |
| MS | A | -1.02% | |
| HON | B | -0.95% | |
| AMGN | D | -0.89% | |
| BLK | C | -0.87% | |
| PEP | F | -0.84% | |
| LMT | D | -0.83% | |
| PFE | D | -0.77% | |
| MELI | D | -0.76% | |
| CSCO | B | -0.75% | |
| ADBE | C | -0.74% | |
| BX | A | -0.71% | |
| MAR | B | -0.68% | |
| DE | A | -0.67% | |
| GILD | C | -0.65% | |
| FCX | D | -0.61% | |
| DUK | C | -0.6% | |
| PLD | D | -0.56% | |
| ABNB | C | -0.49% | |
| ZTS | D | -0.46% | |
| NOC | D | -0.45% | |
| CME | A | -0.44% | |
| ADP | B | -0.39% | |
| SLB | C | -0.38% | |
| MO | A | -0.38% | |
| BDX | F | -0.36% | |
| MDLZ | F | -0.35% | |
| TRV | B | -0.33% | |
| NKE | D | -0.33% | |
| INTC | D | -0.32% | |
| LULU | C | -0.31% | |
| CTVA | C | -0.31% | |
| CMI | A | -0.29% | |
| DOW | F | -0.29% | |
| DD | D | -0.29% | |
| EBAY | D | -0.29% | |
| LHX | C | -0.28% | |
| OXY | D | -0.27% | |
| EXPE | B | -0.26% | |
| BKR | B | -0.26% | |
| EXC | C | -0.26% | |
| CDNS | B | -0.24% | |
| DAL | C | -0.23% | |
| EIX | B | -0.22% | |
| EW | C | -0.21% | |
| EXR | D | -0.2% | |
| ADSK | A | -0.2% | |
| RMD | C | -0.2% | |
| A | D | -0.2% | |
| BLDR | D | -0.19% | |
| KMB | D | -0.18% | |
| FTNT | C | -0.18% | |
| ALNY | D | -0.17% | |
| F | C | -0.16% | |
| AEE | A | -0.16% | |
| NDAQ | A | -0.16% | |
| DTE | C | -0.16% | |
| WDAY | B | -0.16% | |
| GEHC | F | -0.15% | |
| GIS | D | -0.15% | |
| SYF | B | -0.15% | |
| MSCI | C | -0.15% | |
| SBAC | D | -0.14% | |
| STZ | D | -0.14% | |
| CINF | A | -0.13% | |
| TEAM | A | -0.13% | |
| PFG | D | -0.12% | |
| HUBS | A | -0.1% | |
| LUV | C | -0.1% | |
| ANSS | B | -0.09% | |
| ROK | B | -0.09% | |
| BG | F | -0.08% | |
| RBLX | C | -0.07% | |
| DOC | D | -0.07% | |
| CPT | B | -0.07% | |
| ZBRA | B | -0.06% | |
| FDS | B | -0.06% | |
| BMRN | D | -0.06% | |
| TRMB | B | -0.05% | |
| MDB | C | -0.05% | |
| J | F | -0.05% | |
| EPAM | C | -0.04% |
JMOM: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Semiconductors
Business Services
Aerospace & Defense
Asset Management
Specialty Retail
Diversified Industrials
Information Technology Services
Semiconductor Equipment & Materials
Electronic Components
Packaged Foods
Specialty Chemicals
Specialty Industrial Machinery
Building Materials
Capital Markets
Diagnostics & Research
Insurance - Diversified
Internet Content & Information
Medical Care
HAPI: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Utilities - Regulated Electric
Diversified Industrials
Drug Manufacturers - Major
Asset Management
Internet Content & Information
Business Services
Capital Markets
Communication Equipment
Credit Services
Financial Data & Stock Exchanges
Household & Personal Products
Information Technology Services
Medical Instruments & Supplies
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Airlines
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