JMOM vs. IVOO ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to Vanguard S&P Mid-Cap 400 ETF (IVOO)

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

$60.80

Average Daily Volume

46,554

Number of Holdings ^*

271

* may have additional holdings in another (foreign) market

IVOO

Vanguard S&P Mid-Cap 400 ETF

IVOO Description

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400Â® Index. The index measures the performance of mid-capitalization stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$111.61

Average Daily Volume

52,835

Number of Holdings ^*

393

* may have additional holdings in another (foreign) market

Performance

Period	JMOM	IVOO
30 Days	4.83%	5.82%
60 Days	13.48%	11.91%
90 Days	15.46%	12.71%
12 Months	48.11%	38.83%

76 Overlapping Holdings

Symbol	Grade	Weight in JMOM	Weight in IVOO	Overlap
AM	B	0.19%	0.17%	0.17%
AN	D	0.18%	0.16%	0.16%
APPF	D	0.08%	0.18%	0.08%
ARMK	B	0.14%	0.35%	0.14%
AVT	B	0.13%	0.16%	0.13%
AYI	A	0.06%	0.29%	0.06%
BLD	F	0.16%	0.41%	0.16%
BRBR	A	0.13%	0.27%	0.13%
BWXT	B	0.22%	0.34%	0.22%
CACI	B	0.26%	0.38%	0.26%
CASY	B	0.22%	0.47%	0.22%
CNM	D	0.23%	0.29%	0.23%
COHR	B	0.29%	0.46%	0.29%
COKE	D	0.08%	0.26%	0.08%
CRUS	F	0.16%	0.23%	0.16%
CW	A	0.27%	0.43%	0.27%
CXT	D	0.04%	0.09%	0.04%
DKS	D	0.21%	0.41%	0.21%
DTM	A	0.25%	0.26%	0.25%
EHC	B	0.13%	0.33%	0.13%
EME	B	0.32%	0.68%	0.32%
EVR	B	0.22%	0.31%	0.22%
EXP	B	0.26%	0.33%	0.26%
FYBR	C	0.07%	0.27%	0.07%
GAP	C	0.18%	0.17%	0.17%
H	C	0.15%	0.23%	0.15%
HRB	D	0.11%	0.3%	0.11%
IBKR	B	0.22%	0.52%	0.22%
INGR	B	0.22%	0.3%	0.22%
JEF	B	0.25%	0.34%	0.25%
JLL	C	0.14%	0.44%	0.14%
KD	B	0.16%	0.18%	0.16%
LAMR	C	0.1%	0.4%	0.1%
LII	A	0.27%	0.66%	0.27%
LOPE	A	0.12%	0.14%	0.12%
LPX	B	0.11%	0.23%	0.11%
MANH	C	0.24%	0.59%	0.24%
MEDP	D	0.17%	0.29%	0.17%
MORN	A	0.0%	0.29%	0.0%
MTG	D	0.1%	0.23%	0.1%
MTSI	B	0.13%	0.22%	0.13%
NSA	D	0.05%	0.11%	0.05%
NVT	B	0.21%	0.4%	0.21%
OHI	B	0.13%	0.36%	0.13%
OLED	F	0.08%	0.31%	0.08%
ONTO	F	0.21%	0.35%	0.21%
ORI	B	0.13%	0.29%	0.13%
PAG	C	0.12%	0.1%	0.1%
POST	D	0.19%	0.19%	0.19%
PPC	B	0.11%	0.06%	0.06%
PRI	A	0.08%	0.3%	0.08%
PSN	B	0.24%	0.16%	0.16%
PSTG	C	0.2%	0.53%	0.2%
R	A	0.19%	0.21%	0.19%
RGA	B	0.23%	0.49%	0.23%
ROIV	C	0.09%	0.17%	0.09%
RPM	B	0.12%	0.53%	0.12%
RS	B	0.07%	0.54%	0.07%
RYAN	B	0.05%	0.23%	0.05%
SAIC	B	0.23%	0.24%	0.23%
SLM	B	0.03%	0.17%	0.03%
SNX	B	0.13%	0.31%	0.13%
STAG	D	0.01%	0.24%	0.01%
THC	B	0.25%	0.54%	0.25%
TKR	F	0.01%	0.18%	0.01%
TOL	B	0.25%	0.54%	0.25%
TPX	C	0.2%	0.32%	0.2%
UNM	B	0.16%	0.35%	0.16%
USFD	B	0.25%	0.51%	0.25%
VVV	B	0.09%	0.18%	0.09%
WFRD	F	0.1%	0.21%	0.1%
WING	F	0.17%	0.41%	0.17%
WLK	F	0.17%	0.17%	0.17%
WSM	F	0.07%	0.68%	0.07%
WSO	B	0.18%	0.58%	0.18%
XPO	B	0.3%	0.43%	0.3%

JMOM Overweight 195 Positions Relative to IVOO

Symbol	Grade	Weight
NVDA	B	2.48%
AVGO	B	2.31%
META	B	2.08%
MSFT	C	1.86%
GOOGL	B	1.81%
AAPL	B	1.81%
BRK.A	C	1.76%
LLY	D	1.62%
COST	B	1.45%
HD	B	1.41%
UNH	B	1.31%
ABBV	B	1.3%
CRM	A	1.14%
ORCL	A	0.89%
NOW	B	0.88%
PM	C	0.87%
TMO	F	0.85%
GE	C	0.83%
CAT	B	0.83%
AMD	F	0.82%
IBM	D	0.82%
QCOM	C	0.81%
TXN	A	0.8%
NFLX	A	0.8%
ISRG	A	0.8%
BKNG	B	0.74%
INTU	A	0.72%
AXP	B	0.72%
AMAT	D	0.71%
DHR	F	0.67%
ETN	A	0.66%
PGR	B	0.66%
PLTR	A	0.65%
AMZN	B	0.62%
VRTX	A	0.62%
UBER	F	0.62%
BSX	A	0.61%
SYK	A	0.61%
COP	C	0.6%
TJX	C	0.59%
TMUS	A	0.58%
ANET	C	0.58%
PANW	A	0.57%
MU	C	0.55%
ADI	D	0.54%
KKR	B	0.53%
CB	D	0.53%
APP	B	0.5%
TT	A	0.5%
GS	B	0.5%
MRVL	B	0.48%
MSTR	B	0.48%
APH	B	0.48%
PH	B	0.48%
WELL	B	0.47%
KLAC	F	0.47%
LRCX	D	0.47%
WM	B	0.47%
CRWD	C	0.46%
MSI	A	0.45%
CEG	D	0.45%
VST	B	0.44%
GD	B	0.43%
TDG	C	0.43%
WMB	B	0.43%
CTAS	A	0.43%
DLR	B	0.42%
DASH	A	0.42%
VRT	A	0.42%
CVNA	B	0.41%
CMG	C	0.41%
RCL	B	0.41%
CL	F	0.41%
MCK	B	0.41%
SPOT	B	0.4%
ORLY	B	0.39%
ECL	D	0.39%
AMP	B	0.39%
GEV	A	0.39%
HLT	A	0.39%
URI	B	0.39%
TTD	B	0.39%
BK	B	0.39%
GWW	A	0.38%
SPG	A	0.38%
PWR	A	0.38%
FICO	B	0.37%
AJG	C	0.36%
ROP	B	0.36%
DELL	C	0.36%
PCAR	B	0.36%
AZO	D	0.35%
TRGP	A	0.35%
NU	B	0.35%
CBRE	A	0.35%
LOW	B	0.35%
AFL	D	0.35%
MPC	F	0.34%
HWM	B	0.34%
PSX	F	0.34%
ALL	B	0.34%
AXON	B	0.33%
IRM	C	0.33%
GLW	B	0.33%
COIN	B	0.32%
ARES	B	0.32%
RSG	B	0.32%
IT	B	0.32%
CPRT	B	0.32%
COR	B	0.31%
LDOS	A	0.31%
ICE	D	0.3%
BAH	B	0.3%
MPWR	F	0.29%
HUBB	B	0.29%
ACGL	D	0.28%
TYL	B	0.28%
PHM	D	0.28%
NRG	B	0.28%
FANG	D	0.28%
GDDY	A	0.28%
PTC	B	0.28%
NTAP	C	0.27%
CAH	B	0.27%
HIG	C	0.27%
WDC	C	0.27%
BRO	B	0.27%
VTR	B	0.27%
DECK	B	0.27%
GEN	B	0.26%
CBOE	D	0.26%
FFIV	B	0.26%
GWRE	B	0.26%
KR	A	0.26%
IQV	F	0.26%
ALSN	A	0.26%
STLD	B	0.25%
NTNX	B	0.25%
VLO	D	0.25%
FI	B	0.25%
CHD	C	0.24%
SCCO	D	0.24%
ZS	C	0.24%
FTI	B	0.24%
FRPT	B	0.23%
T	B	0.23%
SSNC	C	0.23%
MOH	F	0.23%
HCA	D	0.22%
NI	A	0.22%
JNPR	C	0.22%
IFF	F	0.22%
HEI	C	0.22%
ED	D	0.22%
HPQ	B	0.21%
LIN	D	0.21%
UHS	D	0.21%
SO	D	0.2%
PG	D	0.2%
SN	C	0.19%
MRK	F	0.19%
TPR	A	0.19%
TXT	D	0.18%
DHI	D	0.18%
KO	D	0.18%
DKNG	C	0.17%
HPE	B	0.17%
ROL	C	0.15%
TW	B	0.15%
TSCO	C	0.15%
AZEK	B	0.15%
CRBG	C	0.15%
VKTX	C	0.12%
TER	F	0.12%
FE	D	0.11%
SNPS	B	0.11%
SMCI	F	0.11%
SPB	C	0.11%
VRSK	A	0.1%
TPG	B	0.09%
VLTO	D	0.09%
ESS	C	0.09%
HII	F	0.08%
INFA	D	0.08%
SRE	A	0.07%
PEG	D	0.06%
AGO	B	0.06%
AWI	A	0.06%
PNR	B	0.06%
FCNCA	B	0.05%
BSY	F	0.05%
INVH	D	0.04%
BR	A	0.02%
ESTC	C	0.02%
EQIX	B	0.0%

JMOM Underweight 317 Positions Relative to IVOO

Symbol	Grade	Weight
ILMN	B	-0.71%
CSL	C	-0.7%
AVTR	F	-0.6%
BURL	C	-0.57%
TPL	B	-0.57%
FNF	C	-0.55%
DT	C	-0.54%
UTHR	B	-0.54%
OC	B	-0.52%
GGG	C	-0.5%
RBA	B	-0.5%
GLPI	D	-0.48%
RNR	B	-0.48%
ACM	B	-0.47%
FIX	A	-0.47%
EQH	B	-0.46%
WPC	D	-0.46%
FND	F	-0.45%
ELS	C	-0.45%
BMRN	F	-0.45%
TTEK	C	-0.43%
ITT	A	-0.42%
CLH	B	-0.42%
AMH	D	-0.41%
CUBE	D	-0.41%
PFGC	B	-0.41%
SAIA	C	-0.4%
NBIX	C	-0.4%
TXRH	B	-0.4%
SRPT	F	-0.4%
CCK	C	-0.39%
EWBC	B	-0.39%
SCI	A	-0.39%
RRX	B	-0.38%
SFM	A	-0.38%
WMS	D	-0.38%
FBIN	D	-0.38%
LECO	C	-0.37%
BJ	B	-0.37%
REXR	F	-0.37%
DUOL	B	-0.36%
ATR	B	-0.36%
WWD	B	-0.35%
KNSL	D	-0.35%
CHDN	B	-0.34%
AA	B	-0.34%
OVV	D	-0.34%
SF	B	-0.33%
WTRG	B	-0.33%
AFG	B	-0.33%
CNH	D	-0.33%
ALLY	C	-0.33%
WAL	B	-0.32%
TTC	D	-0.31%
CHE	F	-0.31%
CG	B	-0.31%
EGP	D	-0.31%
NYT	B	-0.31%
MUSA	C	-0.31%
RGLD	B	-0.31%
RBC	A	-0.3%
KNX	B	-0.3%
CIEN	A	-0.3%
SKX	F	-0.3%
DCI	A	-0.3%
GPK	C	-0.3%
GME	C	-0.3%
NNN	D	-0.3%
HLI	B	-0.29%
BRX	A	-0.29%
LAD	B	-0.29%
FN	B	-0.29%
AIT	A	-0.29%
CROX	F	-0.29%
WEX	F	-0.29%
PR	C	-0.29%
KBR	A	-0.29%
ENSG	C	-0.28%
FLR	C	-0.28%
TKO	D	-0.28%
OGE	A	-0.28%
FHN	B	-0.28%
AR	C	-0.28%
SWN	C	-0.27%
X	C	-0.27%
AXTA	A	-0.27%
WBS	B	-0.27%
UFPI	C	-0.27%
FCN	F	-0.27%
LNW	C	-0.27%
CHRD	F	-0.27%
SSD	C	-0.27%
GMED	B	-0.27%
WCC	B	-0.26%
PEN	C	-0.26%
ADC	B	-0.26%
MTZ	A	-0.26%
LNTH	D	-0.26%
BRKR	F	-0.26%
CR	A	-0.26%
RGEN	F	-0.26%
BERY	C	-0.26%
VOYA	B	-0.26%
WTFC	B	-0.25%
DINO	F	-0.25%
TREX	C	-0.25%
HALO	C	-0.25%
AAON	B	-0.25%
LSCC	C	-0.25%
MKSI	D	-0.25%
TMHC	A	-0.25%
AAL	C	-0.25%
SSB	B	-0.25%
EXEL	B	-0.25%
FR	D	-0.25%
RRC	C	-0.25%
MIDD	C	-0.25%
PNFP	B	-0.25%
CGNX	C	-0.24%
CBSH	A	-0.24%
ZION	B	-0.24%
MSA	D	-0.24%
ARW	F	-0.24%
KEX	C	-0.24%
HQY	A	-0.24%
ANF	C	-0.24%
PCTY	B	-0.24%
CFR	B	-0.24%
LSTR	C	-0.23%
CVLT	A	-0.23%
FAF	D	-0.23%
FLS	A	-0.23%
HLNE	B	-0.23%
ALV	C	-0.23%
SEIC	B	-0.23%
ESNT	F	-0.23%
GNTX	D	-0.23%
PB	B	-0.23%
PLNT	B	-0.23%
JAZZ	B	-0.23%
SNV	B	-0.22%
BIO	B	-0.22%
NOVT	B	-0.22%
G	B	-0.22%
RLI	A	-0.22%
STWD	D	-0.22%
MAT	C	-0.22%
OSK	B	-0.22%
VNO	A	-0.22%
MTN	D	-0.22%
LFUS	C	-0.22%
ESAB	B	-0.21%
AGCO	D	-0.21%
CBT	B	-0.21%
LEA	F	-0.21%
ELF	D	-0.21%
EXLS	A	-0.21%
WH	A	-0.21%
KBH	C	-0.21%
CYTK	D	-0.21%
GXO	C	-0.21%
NOV	D	-0.21%
CMC	B	-0.21%
MTDR	C	-0.2%
CADE	B	-0.2%
KRG	B	-0.2%
THO	C	-0.2%
VMI	B	-0.2%
EXPO	D	-0.2%
WHR	B	-0.2%
MASI	B	-0.2%
ACHC	F	-0.2%
DAR	C	-0.2%
ONB	B	-0.2%
OLLI	C	-0.2%
CLF	D	-0.2%
DBX	C	-0.2%
DOCS	B	-0.19%
COLB	B	-0.19%
XRAY	F	-0.19%
IDA	A	-0.19%
NFG	C	-0.19%
BC	C	-0.19%
MDU	F	-0.19%
MMS	C	-0.19%
PVH	C	-0.19%
OLN	F	-0.19%
SRCL	A	-0.19%
ALTR	C	-0.19%
SIGI	B	-0.19%
WTS	C	-0.19%
CHX	D	-0.19%
GBCI	B	-0.18%
VNT	B	-0.18%
GTLS	B	-0.18%
AMG	C	-0.18%
THG	A	-0.18%
OPCH	F	-0.18%
SON	F	-0.18%
UGI	D	-0.18%
ST	F	-0.18%
FIVE	F	-0.17%
CELH	F	-0.17%
CNX	B	-0.17%
POR	D	-0.17%
CPRI	F	-0.17%
RH	B	-0.17%
NXST	C	-0.17%
UBSI	B	-0.17%
HOMB	B	-0.17%
HXL	D	-0.17%
KNF	B	-0.17%
FNB	B	-0.17%
BCO	D	-0.17%
HOG	F	-0.16%
DLB	C	-0.16%
AVNT	B	-0.16%
IRT	B	-0.16%
CIVI	D	-0.16%
NJR	C	-0.16%
UMBF	B	-0.16%
GATX	B	-0.16%
QLYS	C	-0.16%
BDC	B	-0.16%
FFIN	B	-0.16%
MUR	F	-0.16%
JHG	A	-0.16%
SLGN	B	-0.15%
BKH	C	-0.15%
RYN	D	-0.15%
LITE	B	-0.15%
SBRA	B	-0.15%
M	C	-0.15%
PII	F	-0.15%
WMG	B	-0.15%
SWX	B	-0.15%
HWC	B	-0.15%
BYD	A	-0.15%
CUZ	B	-0.15%
FLO	F	-0.15%
RMBS	C	-0.15%
OZK	B	-0.15%
WU	F	-0.14%
KRC	B	-0.14%
ENS	F	-0.14%
HAE	B	-0.14%
ORA	B	-0.14%
ASGN	B	-0.14%
EEFT	C	-0.14%
OGS	C	-0.14%
NEU	D	-0.14%
ASH	F	-0.14%
SMG	D	-0.13%
ALE	A	-0.13%
KMPR	A	-0.13%
CNO	B	-0.13%
VAL	F	-0.13%
EPR	D	-0.13%
SLAB	F	-0.13%
VLY	B	-0.13%
MSM	C	-0.13%
SR	D	-0.13%
PNM	B	-0.13%
BLKB	C	-0.12%
LANC	B	-0.12%
NVST	C	-0.12%
CDP	C	-0.12%
COTY	F	-0.12%
AMKR	F	-0.12%
YETI	F	-0.12%
MAN	F	-0.12%
NWE	D	-0.12%
TEX	C	-0.12%
PRGO	D	-0.12%
IRDM	C	-0.12%
ALGM	F	-0.12%
POWI	C	-0.12%
PBF	F	-0.11%
NSP	F	-0.11%
AMED	C	-0.11%
IBOC	B	-0.11%
ASB	B	-0.11%
PCH	F	-0.11%
TNL	A	-0.11%
TCBI	B	-0.11%
NEOG	C	-0.11%
GHC	A	-0.1%
LIVN	C	-0.1%
FHI	B	-0.1%
TDC	D	-0.1%
PK	C	-0.1%
CHH	B	-0.1%
ZI	C	-0.1%
WEN	C	-0.1%
CC	C	-0.1%
SYNA	D	-0.1%
GT	C	-0.09%
SAM	C	-0.09%
SHC	C	-0.09%
VC	F	-0.09%
COLM	C	-0.09%
BHF	B	-0.09%
RCM	B	-0.08%
HGV	C	-0.08%
CRI	F	-0.08%
VAC	B	-0.08%
AZTA	F	-0.08%
ENOV	C	-0.08%
ARWR	C	-0.08%
CNXC	F	-0.08%
IPGP	C	-0.07%
VSH	F	-0.07%
JWN	C	-0.07%
GEF	B	-0.06%
UAA	C	-0.06%
CAR	D	-0.05%
UA	C	-0.04%