JMOM vs. RECS ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to Columbia Research Enhanced Core ETF (RECS)

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

RECS

Columbia Research Enhanced Core ETF

RECS Description

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Equity Index. The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.

Grade (RS Rating)

Last Trade

$35.65

Average Daily Volume

393,572

Number of Holdings ^*

361

* may have additional holdings in another (foreign) market

Performance

Period	JMOM	RECS
30 Days	5.45%	3.51%
60 Days	7.40%	5.75%
90 Days	9.79%	7.12%
12 Months	41.42%	35.12%

120 Overlapping Holdings

Symbol	Grade	Weight in JMOM	Weight in RECS	Overlap
AAPL	C	1.75%	8.2%	1.75%
ABBV	D	1.05%	0.55%	0.55%
ALL	A	0.35%	0.27%	0.27%
ALSN	B	0.27%	0.04%	0.04%
AMZN	C	0.64%	4.7%	0.64%
ANET	C	0.54%	0.25%	0.25%
APP	B	0.82%	0.21%	0.21%
ARMK	B	0.14%	0.04%	0.04%
AYI	B	0.06%	0.04%	0.04%
BK	A	0.39%	0.3%	0.3%
BKNG	A	0.72%	0.6%	0.6%
BLD	D	0.15%	0.04%	0.04%
BR	A	0.02%	0.11%	0.02%
BRBR	A	0.13%	0.05%	0.05%
CACI	D	0.24%	0.04%	0.04%
CAH	B	0.28%	0.19%	0.19%
CAT	B	0.81%	0.81%	0.81%
CBOE	B	0.23%	0.11%	0.11%
CL	D	0.38%	0.37%	0.37%
CNM	D	0.21%	0.04%	0.04%
COKE	C	0.08%	0.03%	0.03%
COR	B	0.32%	0.25%	0.25%
CRBG	B	0.15%	0.04%	0.04%
CRM	B	1.26%	0.74%	0.74%
CRUS	D	0.15%	0.01%	0.01%
CRWD	B	0.5%	0.2%	0.2%
CTAS	B	0.44%	0.32%	0.32%
CVNA	B	0.4%	0.09%	0.09%
CW	B	0.28%	0.05%	0.05%
DECK	A	0.29%	0.1%	0.1%
DELL	C	0.35%	0.09%	0.09%
DHI	D	0.16%	0.17%	0.16%
DKS	C	0.2%	0.04%	0.04%
DTM	B	0.26%	0.03%	0.03%
EME	C	0.32%	0.11%	0.11%
EQIX	A	0.0%	0.45%	0.0%
EXP	A	0.26%	0.07%	0.07%
FANG	D	0.28%	0.1%	0.1%
FCNCA	A	0.05%	0.15%	0.05%
FFIV	B	0.26%	0.03%	0.03%
FI	A	0.25%	0.66%	0.25%
FTI	A	0.24%	0.04%	0.04%
GAP	C	0.18%	0.01%	0.01%
GEN	B	0.26%	0.04%	0.04%
GOOGL	C	1.82%	2.33%	1.82%
H	B	0.16%	0.02%	0.02%
HCA	F	0.2%	0.4%	0.2%
HLT	A	0.4%	0.22%	0.22%
HPE	B	0.18%	0.07%	0.07%
HPQ	B	0.2%	0.09%	0.09%
HRB	D	0.1%	0.03%	0.03%
INGR	B	0.21%	0.05%	0.05%
INTU	C	0.79%	0.43%	0.43%
INVH	D	0.04%	0.11%	0.04%
JEF	A	0.27%	0.07%	0.07%
JLL	D	0.13%	0.06%	0.06%
JNPR	F	0.2%	0.03%	0.03%
KR	B	0.26%	0.19%	0.19%
LDOS	C	0.31%	0.09%	0.09%
LPX	B	0.11%	0.05%	0.05%
LRCX	F	0.44%	0.23%	0.23%
MANH	D	0.25%	0.04%	0.04%
MCK	B	0.47%	0.51%	0.47%
MEDP	D	0.18%	0.05%	0.05%
META	D	2.02%	2.88%	2.02%
MPC	D	0.35%	0.16%	0.16%
MPWR	F	0.22%	0.06%	0.06%
MSFT	F	1.85%	7.47%	1.85%
MSI	B	0.46%	0.2%	0.2%
MTG	C	0.1%	0.03%	0.03%
NI	A	0.21%	0.12%	0.12%
NOW	A	0.9%	0.5%	0.5%
NTAP	C	0.26%	0.06%	0.06%
NTNX	A	0.26%	0.04%	0.04%
NVDA	C	2.48%	8.6%	2.48%
PANW	C	0.6%	0.28%	0.28%
PCAR	B	0.37%	0.25%	0.25%
PG	A	0.19%	1.98%	0.19%
PH	A	0.5%	0.38%	0.38%
PHM	D	0.26%	0.09%	0.09%
PLTR	B	0.74%	0.33%	0.33%
PM	B	0.79%	1.01%	0.79%
PPC	C	0.1%	0.01%	0.01%
PSTG	D	0.19%	0.04%	0.04%
PSX	C	0.35%	0.16%	0.16%
QCOM	F	0.75%	0.42%	0.42%
R	B	0.2%	0.03%	0.03%
RCL	A	0.44%	0.19%	0.19%
RGA	A	0.24%	0.08%	0.08%
ROIV	C	0.09%	0.01%	0.01%
RPM	A	0.12%	0.13%	0.12%
RS	B	0.07%	0.14%	0.07%
SAIC	F	0.22%	0.03%	0.03%
SLM	A	0.03%	0.03%	0.03%
SNX	C	0.13%	0.02%	0.02%
SPG	B	0.37%	0.31%	0.31%
SPOT	B	0.47%	0.16%	0.16%
SSNC	B	0.23%	0.07%	0.07%
STAG	F	0.01%	0.03%	0.01%
STLD	B	0.25%	0.16%	0.16%
T	A	0.22%	0.37%	0.22%
THC	D	0.23%	0.09%	0.09%
TJX	A	0.6%	0.48%	0.48%
TMO	F	0.79%	1.23%	0.79%
TOL	B	0.24%	0.05%	0.05%
TPR	B	0.19%	0.04%	0.04%
TT	A	0.51%	0.41%	0.41%
TTD	B	0.4%	0.13%	0.13%
UBER	D	0.57%	0.6%	0.57%
UNM	A	0.17%	0.07%	0.07%
VKTX	F	0.1%	0.01%	0.01%
VLO	C	0.25%	0.13%	0.13%
VRT	B	0.44%	0.21%	0.21%
VRTX	F	0.59%	0.21%	0.21%
VST	B	0.49%	0.4%	0.4%
WFRD	D	0.1%	0.02%	0.02%
WLK	D	0.16%	0.03%	0.03%
WM	A	0.47%	0.37%	0.37%
WSM	B	0.07%	0.08%	0.07%
ZS	C	0.26%	0.04%	0.04%

JMOM Overweight 151 Positions Relative to RECS

Symbol	Grade	Weight
AVGO	D	2.21%
BRK.A	B	1.78%
LLY	F	1.57%
COST	B	1.46%
HD	A	1.39%
UNH	C	1.34%
ORCL	B	0.94%
GE	D	0.84%
NFLX	A	0.83%
IBM	C	0.8%
ISRG	A	0.8%
TXN	C	0.78%
AMD	F	0.77%
AXP	A	0.72%
ETN	A	0.69%
MSTR	C	0.67%
PGR	A	0.67%
AMAT	F	0.66%
SYK	C	0.62%
DHR	F	0.62%
BSX	B	0.6%
TMUS	B	0.59%
COP	C	0.59%
KKR	A	0.55%
GS	A	0.54%
CB	C	0.52%
ADI	D	0.51%
MU	D	0.5%
MRVL	B	0.48%
APH	A	0.48%
WELL	A	0.45%
WMB	A	0.44%
KLAC	D	0.44%
DASH	A	0.44%
COIN	C	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%
URI	B	0.4%
GWW	B	0.39%
DLR	B	0.39%
GEV	B	0.39%
ORLY	B	0.39%
ECL	D	0.38%
PWR	A	0.38%
HWM	A	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%
CBRE	B	0.34%
CPRT	A	0.34%
LOW	D	0.34%
IT	C	0.33%
GLW	B	0.32%
RSG	A	0.32%
XPO	B	0.31%
ARES	A	0.31%
COHR	B	0.3%
GDDY	A	0.3%
HUBB	B	0.29%
IRM	D	0.29%
ACGL	D	0.28%
PTC	A	0.28%
ICE	C	0.28%
BAH	F	0.27%
TYL	B	0.27%
HIG	B	0.27%
NRG	B	0.27%
BRO	B	0.27%
LII	A	0.26%
VTR	C	0.26%
GWRE	A	0.26%
WDC	D	0.25%
IQV	D	0.25%
USFD	A	0.25%
BWXT	B	0.24%
EVR	B	0.24%
IBKR	A	0.24%
PSN	D	0.23%
HEI	B	0.23%
CHD	B	0.23%
CASY	A	0.22%
FRPT	B	0.22%
NVT	B	0.22%
ED	D	0.21%
MOH	F	0.21%
TPX	B	0.21%
SN	D	0.2%
LIN	D	0.2%
SCCO	F	0.2%
SO	D	0.19%
ONTO	D	0.19%
KD	B	0.19%
AM	A	0.19%
IFF	D	0.19%
UHS	D	0.19%
WSO	A	0.19%
POST	C	0.18%
AN	C	0.18%
WING	D	0.18%
TXT	D	0.18%
DKNG	B	0.18%
KO	D	0.17%
MRK	F	0.17%
TSCO	D	0.15%
ROL	B	0.15%
AZEK	A	0.15%
MTSI	B	0.14%
LOPE	B	0.14%
TW	A	0.14%
EHC	B	0.13%
ORI	A	0.13%
TER	D	0.12%
PAG	B	0.12%
OHI	C	0.12%
AVT	C	0.12%
SPB	C	0.11%
SNPS	B	0.11%
ESS	B	0.1%
VRSK	A	0.1%
FE	C	0.1%
VVV	F	0.09%
LAMR	D	0.09%
TPG	A	0.09%
VLTO	D	0.09%
HII	D	0.08%
INFA	D	0.08%
SMCI	F	0.08%
PRI	A	0.08%
APPF	B	0.08%
AGO	B	0.07%
OLED	D	0.07%
SRE	A	0.07%
PEG	A	0.06%
FYBR	D	0.06%
AWI	A	0.06%
PNR	A	0.06%
NSA	D	0.05%
BSY	D	0.05%
CXT	B	0.04%
RYAN	B	0.04%
ESTC	C	0.02%
TKR	D	0.01%
MORN	B	0.0%

JMOM Underweight 241 Positions Relative to RECS

Symbol	Grade	Weight
JPM	A	-3.69%
JNJ	D	-2.34%
GOOG	C	-1.97%
BAC	A	-1.67%
XOM	B	-1.56%
WFC	A	-1.38%
CVX	A	-0.8%
BLK	C	-0.79%
BMY	B	-0.73%
C	A	-0.7%
MDT	D	-0.68%
UNP	C	-0.61%
MMC	B	-0.58%
CI	F	-0.57%
CSCO	B	-0.56%
ADP	B	-0.52%
ADBE	C	-0.52%
LMT	D	-0.49%
DIS	B	-0.48%
AMT	D	-0.48%
MO	A	-0.47%
PYPL	B	-0.45%
CME	A	-0.44%
BDX	F	-0.41%
UPS	C	-0.41%
PCG	A	-0.34%
MMM	D	-0.3%
AMGN	D	-0.29%
XEL	A	-0.29%
EXC	C	-0.29%
CSX	B	-0.29%
FDX	B	-0.28%
NUE	C	-0.27%
TGT	F	-0.27%
MET	A	-0.25%
PRU	A	-0.24%
ETR	B	-0.24%
EIX	B	-0.24%
EOG	A	-0.23%
KMB	D	-0.23%
PPG	F	-0.22%
CMI	A	-0.21%
CNC	D	-0.2%
DTE	C	-0.19%
PAYX	C	-0.19%
GILD	C	-0.19%
DAL	C	-0.18%
AEE	A	-0.18%
PKG	A	-0.17%
FITB	A	-0.17%
WTW	B	-0.17%
OTIS	C	-0.17%
GIS	D	-0.17%
CSGP	D	-0.16%
ROST	C	-0.16%
RJF	A	-0.16%
LYB	F	-0.16%
REGN	F	-0.15%
WAB	B	-0.15%
STT	A	-0.15%
MTD	D	-0.15%
GPN	B	-0.15%
TROW	B	-0.14%
UAL	A	-0.14%
SYF	B	-0.14%
LEN	D	-0.14%
ZBH	C	-0.14%
FTNT	C	-0.14%
CF	B	-0.13%
ADM	D	-0.13%
LULU	C	-0.13%
KHC	F	-0.13%
SBAC	D	-0.12%
EVRG	A	-0.11%
FTV	C	-0.11%
HOLX	D	-0.11%
WY	D	-0.11%
DDOG	A	-0.1%
VTRS	A	-0.1%
OXY	D	-0.1%
EA	A	-0.1%
K	A	-0.1%
BAX	D	-0.1%
EG	C	-0.09%
CCL	B	-0.09%
CSL	C	-0.09%
TEAM	A	-0.09%
BLDR	D	-0.09%
ARE	D	-0.09%
EWBC	A	-0.08%
L	A	-0.08%
EXPE	B	-0.08%
SNA	A	-0.08%
EQH	B	-0.08%
NVR	D	-0.08%
AVTR	F	-0.08%
FIX	A	-0.07%
GLPI	C	-0.07%
OC	A	-0.07%
EXPD	D	-0.07%
AES	F	-0.07%
MAS	D	-0.07%
SWK	D	-0.06%
FHN	A	-0.06%
CTRA	B	-0.06%
AIZ	A	-0.06%
BG	F	-0.06%
BURL	A	-0.06%
CE	F	-0.06%
QGEN	D	-0.06%
LVS	C	-0.06%
SF	B	-0.06%
MOS	F	-0.06%
SOLV	C	-0.06%
HST	C	-0.06%
CAG	D	-0.06%
ACM	A	-0.06%
WPC	D	-0.06%
RPRX	D	-0.06%
AMH	D	-0.06%
ZION	B	-0.05%
MRO	B	-0.05%
BRX	A	-0.05%
LECO	B	-0.05%
GL	B	-0.05%
ZM	B	-0.05%
TAP	C	-0.05%
ITT	A	-0.05%
ALNY	D	-0.05%
APG	B	-0.04%
NTRA	B	-0.04%
AXS	A	-0.04%
OLN	D	-0.04%
AOS	F	-0.04%
DOCU	A	-0.04%
UGI	A	-0.04%
VRSN	F	-0.04%
SON	D	-0.04%
ACI	C	-0.04%
DCI	B	-0.04%
WCC	B	-0.04%
BIIB	F	-0.04%
PINS	D	-0.04%
CLF	F	-0.04%
NNN	D	-0.04%
ELAN	D	-0.04%
SEIC	B	-0.04%
GNRC	B	-0.04%
WTFC	A	-0.04%
TXRH	C	-0.04%
JAZZ	B	-0.04%
NWSA	B	-0.03%
MHK	D	-0.03%
OZK	B	-0.03%
RL	B	-0.03%
SKX	D	-0.03%
AMG	B	-0.03%
ASH	D	-0.03%
ESAB	B	-0.03%
LNW	D	-0.03%
JHG	A	-0.03%
MGM	D	-0.03%
LNC	B	-0.03%
MIDD	C	-0.03%
RHI	B	-0.03%
SWKS	F	-0.03%
KEX	C	-0.03%
UTHR	C	-0.03%
BEN	C	-0.03%
WYNN	D	-0.03%
COLB	A	-0.03%
G	B	-0.03%
FLS	B	-0.03%
XP	F	-0.03%
QRVO	F	-0.02%
DBX	B	-0.02%
AZTA	D	-0.02%
PK	B	-0.02%
CIVI	D	-0.02%
VIRT	B	-0.02%
MSM	C	-0.02%
GTLB	B	-0.02%
CWEN	C	-0.02%
EPR	D	-0.02%
LSCC	D	-0.02%
HIW	D	-0.02%
EXAS	D	-0.02%
MTCH	D	-0.02%
SMAR	A	-0.02%
EXEL	B	-0.02%
NYT	C	-0.02%
GTES	A	-0.02%
WU	D	-0.02%
DINO	D	-0.02%
LEA	D	-0.02%
PVH	C	-0.02%
ROKU	D	-0.02%
THO	B	-0.02%
BILL	A	-0.02%
INCY	C	-0.02%
CROX	D	-0.02%
BMRN	D	-0.02%
MRNA	F	-0.02%
CIEN	B	-0.02%
KRC	C	-0.02%
EEFT	B	-0.02%
RYN	D	-0.02%
OGN	D	-0.02%
PRGO	B	-0.02%
XRAY	F	-0.02%
NBIX	C	-0.02%
SMG	D	-0.02%
WH	B	-0.02%
FOXA	B	-0.02%
NEU	C	-0.02%
MSA	D	-0.02%
CNA	B	-0.01%
APLS	D	-0.01%
CRI	D	-0.01%
ALGM	D	-0.01%
CWEN	C	-0.01%
RARE	D	-0.01%
AMKR	D	-0.01%
REYN	D	-0.01%
ADTN	A	-0.01%
NWS	B	-0.01%
COLM	B	-0.01%
IONS	F	-0.01%
PEGA	A	-0.01%
SAM	C	-0.01%
TNL	A	-0.01%
MAN	D	-0.01%
PATH	C	-0.01%
FOX	A	-0.01%
SRPT	D	-0.01%
M	D	-0.01%
PINC	B	-0.01%
PLTK	B	-0.0%
SEB	F	-0.0%
DDS	B	-0.0%
LEN	D	-0.0%