JMOM vs. IMCV ETF Comparison
Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to iShares Morningstar Mid-Cap Value ETF (IMCV)
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
$57.50
Average Daily Volume
50,616
Number of Holdings
*
267
* may have additional holdings in another (foreign) market
IMCV
iShares Morningstar Mid-Cap Value ETF
IMCV Description
The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Value IndexSM composed of mid-capitalization U.S. equities that exhibit value 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. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited âvalueâ characteristics as determined by Morningstar, Inc. (Morningstar or the index providerâ) proprietary index methodology.Grade (RS Rating)
Last Trade
$76.35
Average Daily Volume
21,763
Number of Holdings
*
303
* may have additional holdings in another (foreign) market
Performance
| Period | JMOM | IMCV |
|---|---|---|
| 30 Days | 6.00% | 1.72% |
| 60 Days | 13.47% | 8.54% |
| 90 Days | 6.59% | 9.54% |
| 12 Months | 42.98% | 30.00% |
70 Overlapping Holdings
| Symbol | Grade | Weight in JMOM | Weight in IMCV | Overlap | |
|---|---|---|---|---|---|
| ACGL | A | 0.33% | 0.53% | 0.33% | |
| AFL | A | 0.38% | 1.05% | 0.38% | |
| ALL | A | 0.35% | 0.53% | 0.35% | |
| AMP | A | 0.36% | 0.28% | 0.28% | |
| BAH | C | 0.26% | 0.09% | 0.09% | |
| BK | A | 0.38% | 0.97% | 0.38% | |
| BLD | D | 0.18% | 0.1% | 0.1% | |
| CAH | B | 0.26% | 0.49% | 0.26% | |
| CASY | D | 0.21% | 0.08% | 0.08% | |
| CBRE | C | 0.33% | 0.27% | 0.27% | |
| DELL | C | 0.34% | 0.31% | 0.31% | |
| DHI | C | 0.2% | 1.05% | 0.2% | |
| DKNG | C | 0.19% | 0.15% | 0.15% | |
| DKS | D | 0.23% | 0.12% | 0.12% | |
| DLR | C | 0.38% | 0.26% | 0.26% | |
| ED | C | 0.23% | 0.67% | 0.23% | |
| ESS | D | 0.1% | 0.18% | 0.1% | |
| FANG | D | 0.27% | 0.57% | 0.27% | |
| FE | C | 0.11% | 0.42% | 0.11% | |
| FFIV | B | 0.25% | 0.14% | 0.14% | |
| GEV | A | 0.31% | 0.62% | 0.31% | |
| GLW | C | 0.32% | 0.63% | 0.32% | |
| HIG | A | 0.28% | 0.64% | 0.28% | |
| HII | F | 0.1% | 0.08% | 0.08% | |
| HPE | B | 0.18% | 0.48% | 0.18% | |
| HPQ | B | 0.21% | 0.63% | 0.21% | |
| IFF | D | 0.23% | 0.48% | 0.23% | |
| IQV | F | 0.3% | 0.28% | 0.28% | |
| IRM | B | 0.31% | 0.31% | 0.31% | |
| JNPR | C | 0.22% | 0.23% | 0.22% | |
| KR | C | 0.26% | 0.7% | 0.26% | |
| LDOS | A | 0.26% | 0.24% | 0.24% | |
| MOH | F | 0.24% | 0.16% | 0.16% | |
| MSTR | B | 0.36% | 0.21% | 0.21% | |
| NI | A | 0.21% | 0.29% | 0.21% | |
| NRG | A | 0.28% | 0.23% | 0.23% | |
| NTAP | D | 0.29% | 0.22% | 0.22% | |
| PAG | D | 0.13% | 0.06% | 0.06% | |
| PCAR | D | 0.33% | 0.93% | 0.33% | |
| PEG | A | 0.06% | 0.83% | 0.06% | |
| PHM | C | 0.3% | 0.32% | 0.3% | |
| PNR | C | 0.06% | 0.08% | 0.06% | |
| RCL | B | 0.36% | 0.23% | 0.23% | |
| RGA | B | 0.24% | 0.26% | 0.24% | |
| RPM | A | 0.12% | 0.09% | 0.09% | |
| RS | D | 0.07% | 0.3% | 0.07% | |
| SNX | C | 0.14% | 0.11% | 0.11% | |
| SPG | A | 0.37% | 0.96% | 0.37% | |
| SRE | C | 0.07% | 0.97% | 0.07% | |
| SSNC | C | 0.24% | 0.29% | 0.24% | |
| STLD | C | 0.23% | 0.35% | 0.23% | |
| TER | C | 0.16% | 0.19% | 0.16% | |
| THC | D | 0.25% | 0.29% | 0.25% | |
| TOL | C | 0.25% | 0.19% | 0.19% | |
| TRGP | A | 0.29% | 0.36% | 0.29% | |
| TSCO | A | 0.16% | 0.17% | 0.16% | |
| TXT | F | 0.19% | 0.16% | 0.16% | |
| UHS | D | 0.24% | 0.13% | 0.13% | |
| UNM | A | 0.15% | 0.19% | 0.15% | |
| URI | C | 0.4% | 0.52% | 0.4% | |
| USFD | C | 0.25% | 0.13% | 0.13% | |
| VLO | F | 0.26% | 0.81% | 0.26% | |
| VLTO | A | 0.1% | 0.2% | 0.1% | |
| VST | A | 0.42% | 0.27% | 0.27% | |
| VTR | C | 0.27% | 0.31% | 0.27% | |
| WDC | C | 0.29% | 0.4% | 0.29% | |
| WLK | C | 0.19% | 0.06% | 0.06% | |
| WMB | A | 0.37% | 1.04% | 0.37% | |
| WSM | C | 0.09% | 0.12% | 0.09% | |
| XPO | F | 0.24% | 0.08% | 0.08% |
JMOM Overweight 197 Positions Relative to IMCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | B | 2.4% | |
| NVDA | B | 2.23% | |
| META | A | 2.1% | |
| MSFT | D | 1.98% | |
| AAPL | C | 1.87% | |
| LLY | D | 1.86% | |
| BRK.A | B | 1.82% | |
| GOOGL | B | 1.76% | |
| COST | C | 1.49% | |
| HD | A | 1.42% | |
| UNH | B | 1.34% | |
| ABBV | C | 1.25% | |
| CRM | B | 1.07% | |
| AMD | C | 0.98% | |
| TMO | D | 0.95% | |
| IBM | A | 0.9% | |
| ORCL | A | 0.89% | |
| GE | B | 0.89% | |
| CAT | A | 0.86% | |
| QCOM | D | 0.85% | |
| TXN | C | 0.84% | |
| AMAT | C | 0.81% | |
| NOW | B | 0.81% | |
| PM | D | 0.81% | |
| ISRG | C | 0.77% | |
| NFLX | A | 0.76% | |
| INTU | F | 0.75% | |
| DHR | D | 0.75% | |
| AXP | A | 0.71% | |
| PGR | B | 0.68% | |
| ETN | B | 0.66% | |
| BKNG | B | 0.65% | |
| UBER | C | 0.65% | |
| TJX | D | 0.62% | |
| SYK | C | 0.61% | |
| BSX | A | 0.6% | |
| AMZN | C | 0.6% | |
| MU | D | 0.59% | |
| VRTX | D | 0.59% | |
| ADI | B | 0.59% | |
| KLAC | B | 0.58% | |
| CB | A | 0.57% | |
| COP | D | 0.57% | |
| ANET | A | 0.56% | |
| PANW | B | 0.54% | |
| TMUS | A | 0.53% | |
| LRCX | D | 0.53% | |
| KKR | A | 0.51% | |
| CEG | A | 0.5% | |
| TT | A | 0.5% | |
| PH | A | 0.48% | |
| PLTR | A | 0.48% | |
| GS | B | 0.48% | |
| WM | B | 0.46% | |
| TDG | A | 0.46% | |
| CL | D | 0.46% | |
| APH | D | 0.46% | |
| CTAS | C | 0.44% | |
| MSI | A | 0.44% | |
| GD | C | 0.44% | |
| WELL | C | 0.44% | |
| CRWD | D | 0.43% | |
| CMG | C | 0.43% | |
| ECL | C | 0.41% | |
| MRVL | C | 0.41% | |
| SPOT | C | 0.4% | |
| HLT | A | 0.39% | |
| ORLY | A | 0.39% | |
| APP | A | 0.39% | |
| MPC | D | 0.38% | |
| DASH | A | 0.38% | |
| VRT | B | 0.38% | |
| MCK | F | 0.38% | |
| MPWR | B | 0.37% | |
| PWR | A | 0.37% | |
| AZO | D | 0.37% | |
| ROP | D | 0.37% | |
| PSX | D | 0.37% | |
| GWW | B | 0.36% | |
| FICO | C | 0.36% | |
| TTD | A | 0.36% | |
| LOW | C | 0.35% | |
| AJG | C | 0.35% | |
| NU | D | 0.34% | |
| HWM | A | 0.34% | |
| IT | A | 0.33% | |
| RSG | D | 0.32% | |
| CPRT | B | 0.32% | |
| ARES | A | 0.31% | |
| COIN | F | 0.3% | |
| AXON | A | 0.3% | |
| CVNA | A | 0.3% | |
| ICE | A | 0.3% | |
| COHR | B | 0.29% | |
| HUBB | A | 0.29% | |
| EME | B | 0.29% | |
| DECK | B | 0.27% | |
| GDDY | B | 0.27% | |
| TYL | D | 0.27% | |
| ONTO | B | 0.27% | |
| LII | C | 0.27% | |
| PTC | B | 0.27% | |
| MANH | A | 0.26% | |
| BRO | A | 0.26% | |
| CW | A | 0.25% | |
| EXP | C | 0.25% | |
| GWRE | A | 0.25% | |
| CBOE | B | 0.25% | |
| SCCO | B | 0.25% | |
| CHD | D | 0.24% | |
| JEF | A | 0.24% | |
| NTNX | C | 0.24% | |
| HCA | C | 0.24% | |
| WING | C | 0.24% | |
| T | B | 0.23% | |
| FTI | B | 0.23% | |
| HEI | C | 0.23% | |
| CNM | F | 0.23% | |
| CACI | A | 0.23% | |
| ALSN | A | 0.23% | |
| NVT | C | 0.22% | |
| DTM | A | 0.22% | |
| TPX | C | 0.22% | |
| ZS | F | 0.22% | |
| LIN | C | 0.22% | |
| PSN | A | 0.22% | |
| AN | D | 0.21% | |
| FRPT | A | 0.21% | |
| PG | D | 0.21% | |
| MRK | F | 0.21% | |
| SAIC | A | 0.21% | |
| EVR | C | 0.21% | |
| SN | A | 0.21% | |
| IBKR | A | 0.2% | |
| SO | A | 0.2% | |
| PSTG | F | 0.2% | |
| AM | A | 0.2% | |
| INGR | B | 0.2% | |
| POST | C | 0.2% | |
| KO | C | 0.2% | |
| BWXT | A | 0.2% | |
| TPR | B | 0.19% | |
| WSO | C | 0.19% | |
| CRUS | D | 0.19% | |
| GAP | F | 0.18% | |
| R | C | 0.18% | |
| SMCI | F | 0.17% | |
| H | B | 0.17% | |
| MEDP | F | 0.17% | |
| AZEK | D | 0.16% | |
| KD | D | 0.16% | |
| CRBG | B | 0.15% | |
| ROL | C | 0.15% | |
| AVT | B | 0.14% | |
| TW | A | 0.14% | |
| ARMK | C | 0.14% | |
| LOPE | D | 0.13% | |
| MTSI | B | 0.13% | |
| EHC | C | 0.13% | |
| OHI | C | 0.13% | |
| ORI | A | 0.13% | |
| JLL | C | 0.13% | |
| SPB | C | 0.12% | |
| VKTX | C | 0.12% | |
| WFRD | F | 0.11% | |
| SNPS | F | 0.11% | |
| BRBR | A | 0.11% | |
| LPX | C | 0.11% | |
| HRB | C | 0.11% | |
| LAMR | C | 0.1% | |
| MTG | A | 0.1% | |
| PPC | C | 0.09% | |
| APPF | C | 0.09% | |
| COKE | C | 0.09% | |
| OLED | B | 0.09% | |
| VVV | D | 0.09% | |
| VRSK | D | 0.09% | |
| PRI | A | 0.08% | |
| INFA | D | 0.08% | |
| TPG | A | 0.08% | |
| FYBR | C | 0.07% | |
| AYI | A | 0.06% | |
| BSY | D | 0.06% | |
| AWI | A | 0.06% | |
| AGO | B | 0.06% | |
| FCNCA | D | 0.05% | |
| NSA | D | 0.05% | |
| INVH | D | 0.04% | |
| CACC | F | 0.04% | |
| RYAN | A | 0.04% | |
| SLM | B | 0.03% | |
| BR | B | 0.02% | |
| ESTC | F | 0.02% | |
| STAG | D | 0.01% | |
| TKR | B | 0.01% | |
| MORN | B | 0.0% | |
| EQIX | C | 0.0% |
JMOM Underweight 233 Positions Relative to IMCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| COF | A | -1.03% | |
| NSC | C | -1.03% | |
| TFC | D | -1.02% | |
| AEP | C | -1.0% | |
| OKE | A | -0.99% | |
| CCI | D | -0.95% | |
| GM | D | -0.93% | |
| AIG | C | -0.87% | |
| FIS | A | -0.86% | |
| LHX | A | -0.85% | |
| LEN | C | -0.82% | |
| KMI | A | -0.82% | |
| PRU | B | -0.79% | |
| F | D | -0.78% | |
| GIS | C | -0.76% | |
| EXC | C | -0.75% | |
| FERG | F | -0.75% | |
| KVUE | C | -0.73% | |
| CNC | F | -0.72% | |
| CTSH | B | -0.7% | |
| NUE | D | -0.67% | |
| O | C | -0.67% | |
| XEL | C | -0.66% | |
| VICI | C | -0.63% | |
| HUM | F | -0.62% | |
| EIX | C | -0.62% | |
| CHTR | D | -0.6% | |
| KHC | F | -0.57% | |
| KMB | D | -0.57% | |
| WEC | B | -0.56% | |
| TRV | B | -0.56% | |
| NVR | C | -0.55% | |
| PSA | C | -0.54% | |
| MTB | A | -0.53% | |
| LNG | A | -0.53% | |
| ADM | F | -0.52% | |
| FITB | C | -0.52% | |
| D | A | -0.51% | |
| CARR | A | -0.51% | |
| BIIB | F | -0.51% | |
| ETR | A | -0.51% | |
| NEM | C | -0.5% | |
| DTE | B | -0.49% | |
| KDP | C | -0.48% | |
| STT | A | -0.48% | |
| LYB | B | -0.46% | |
| DVN | F | -0.46% | |
| EXR | D | -0.45% | |
| SW | C | -0.45% | |
| WY | C | -0.45% | |
| PPL | C | -0.45% | |
| PCG | C | -0.45% | |
| TROW | D | -0.44% | |
| AEE | A | -0.43% | |
| MCHP | F | -0.43% | |
| ES | D | -0.43% | |
| CTVA | A | -0.41% | |
| DOW | B | -0.41% | |
| STX | C | -0.4% | |
| EBAY | A | -0.39% | |
| TEL | D | -0.39% | |
| JCI | C | -0.39% | |
| K | B | -0.39% | |
| HBAN | B | -0.38% | |
| RF | B | -0.38% | |
| ATO | A | -0.38% | |
| OMC | C | -0.37% | |
| STZ | D | -0.36% | |
| DD | C | -0.36% | |
| ON | F | -0.36% | |
| GEHC | C | -0.36% | |
| SYF | A | -0.36% | |
| BBY | C | -0.36% | |
| PFG | A | -0.36% | |
| CNP | B | -0.35% | |
| PKG | B | -0.35% | |
| NTRS | B | -0.34% | |
| CFG | C | -0.34% | |
| UAL | A | -0.34% | |
| LH | D | -0.34% | |
| DG | F | -0.34% | |
| PPG | D | -0.34% | |
| BKR | B | -0.34% | |
| BAX | D | -0.34% | |
| HOLX | D | -0.34% | |
| COR | F | -0.33% | |
| EXPD | D | -0.33% | |
| CCL | C | -0.33% | |
| WBD | F | -0.33% | |
| EG | A | -0.32% | |
| DAL | C | -0.32% | |
| OTIS | A | -0.31% | |
| IP | C | -0.31% | |
| DGX | D | -0.31% | |
| NDAQ | C | -0.31% | |
| DOC | C | -0.3% | |
| CHK | C | -0.3% | |
| ZM | B | -0.3% | |
| AMCR | C | -0.3% | |
| LNT | B | -0.29% | |
| MRO | B | -0.29% | |
| CAG | D | -0.29% | |
| FNF | C | -0.29% | |
| WTW | C | -0.29% | |
| CF | A | -0.29% | |
| AVB | C | -0.29% | |
| EQR | C | -0.28% | |
| OC | C | -0.28% | |
| SWKS | F | -0.28% | |
| GPN | F | -0.28% | |
| KEY | B | -0.28% | |
| KEYS | B | -0.27% | |
| DFS | A | -0.27% | |
| L | C | -0.27% | |
| VTRS | D | -0.26% | |
| EVRG | C | -0.26% | |
| AWK | D | -0.26% | |
| RNR | A | -0.26% | |
| AES | C | -0.26% | |
| CMI | A | -0.26% | |
| GLPI | C | -0.25% | |
| UTHR | C | -0.25% | |
| CMS | A | -0.25% | |
| BG | F | -0.25% | |
| SJM | D | -0.24% | |
| ARE | D | -0.24% | |
| EMN | C | -0.24% | |
| CINF | A | -0.24% | |
| WPC | C | -0.24% | |
| HAL | D | -0.23% | |
| HST | D | -0.23% | |
| BLDR | C | -0.23% | |
| BXP | B | -0.23% | |
| HSY | D | -0.23% | |
| EQH | B | -0.23% | |
| IPG | D | -0.22% | |
| MRNA | F | -0.22% | |
| GPC | D | -0.21% | |
| RPRX | D | -0.21% | |
| MAA | D | -0.21% | |
| LKQ | F | -0.2% | |
| CTRA | D | -0.2% | |
| OVV | D | -0.2% | |
| ZBH | F | -0.2% | |
| NWSA | D | -0.19% | |
| EA | D | -0.19% | |
| CPNG | C | -0.19% | |
| MAS | C | -0.19% | |
| CPB | D | -0.18% | |
| MKC | C | -0.18% | |
| DRI | C | -0.18% | |
| SNA | C | -0.18% | |
| FOXA | B | -0.18% | |
| TAP | D | -0.18% | |
| LUV | B | -0.18% | |
| CNH | C | -0.18% | |
| BALL | C | -0.17% | |
| FLEX | B | -0.17% | |
| EXPE | B | -0.17% | |
| SOLV | C | -0.17% | |
| RJF | B | -0.17% | |
| ULTA | D | -0.17% | |
| CG | B | -0.17% | |
| ALLY | F | -0.17% | |
| APA | F | -0.17% | |
| GRMN | D | -0.17% | |
| TDY | A | -0.17% | |
| AR | C | -0.16% | |
| APTV | D | -0.16% | |
| TSN | D | -0.16% | |
| PINS | D | -0.16% | |
| AVY | D | -0.16% | |
| RVTY | C | -0.16% | |
| MOS | F | -0.16% | |
| SWK | C | -0.16% | |
| FTV | C | -0.15% | |
| DLTR | F | -0.15% | |
| AKAM | D | -0.15% | |
| WRB | C | -0.14% | |
| ACI | F | -0.14% | |
| CLX | C | -0.14% | |
| GEN | A | -0.14% | |
| MKL | B | -0.14% | |
| WAT | B | -0.14% | |
| DOV | C | -0.14% | |
| AVTR | D | -0.13% | |
| TFX | C | -0.13% | |
| CPT | C | -0.13% | |
| POOL | D | -0.13% | |
| EQT | C | -0.13% | |
| CCK | C | -0.13% | |
| REG | C | -0.13% | |
| DINO | F | -0.13% | |
| ENTG | D | -0.12% | |
| WBA | F | -0.12% | |
| ALGN | D | -0.12% | |
| WTRG | D | -0.12% | |
| CE | D | -0.12% | |
| JBL | C | -0.11% | |
| BEN | F | -0.11% | |
| KMX | F | -0.11% | |
| BJ | B | -0.11% | |
| COO | C | -0.11% | |
| HRL | F | -0.11% | |
| AFG | A | -0.11% | |
| ALLE | A | -0.1% | |
| SCI | D | -0.1% | |
| ALB | D | -0.1% | |
| MGM | D | -0.1% | |
| EPAM | F | -0.1% | |
| CPAY | A | -0.1% | |
| ACM | A | -0.1% | |
| JBHT | D | -0.1% | |
| SIRI | C | -0.1% | |
| J | F | -0.1% | |
| RRX | B | -0.09% | |
| ELS | D | -0.09% | |
| TRMB | B | -0.09% | |
| UDR | C | -0.09% | |
| INCY | B | -0.09% | |
| FOX | B | -0.09% | |
| DVA | C | -0.08% | |
| UHAL | C | -0.08% | |
| KIM | C | -0.08% | |
| ZBRA | B | -0.08% | |
| CRL | F | -0.07% | |
| QRVO | F | -0.07% | |
| AOS | C | -0.06% | |
| AGR | C | -0.05% | |
| NWS | D | -0.05% | |
| LEN | C | -0.03% | |
| COTY | F | -0.02% | |
| UHAL | C | -0.01% |
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
Building Materials
Capital Markets
Diagnostics & Research
Insurance - Diversified
Internet Content & Information
Medical Care
Oil & Gas Refining & Marketing
IMCV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Oil & Gas E&P
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Insurance - Property & Casualty
REIT - Residential
Specialty Chemicals
Utilities - Diversified
Business Services
Diagnostics & Research
Diversified Industrials
Packaging & Containers
Oil & Gas Midstream
Residential Construction
Scientific & Technical Instruments
Biotechnology
Broadcasting - TV
Building Materials
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