JMOM vs. SPYX ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to SPDR S&P 500 Fossil Fuel Free ETF (SPYX)

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

SPYX

SPDR S&P 500 Fossil Fuel Free ETF

SPYX Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Fossil Fuel Free Index. Normally, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The index is designed to measure the performance of companies in the S&P 500 Index that are "fossil fuel free", which are defined as companies that do not own fossil fuel reserves. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$48.81

Average Daily Volume

120,750

Number of Holdings ^*

484

* may have additional holdings in another (foreign) market

Performance

Period	JMOM	SPYX
30 Days	5.45%	2.88%
60 Days	7.40%	4.36%
90 Days	9.79%	6.16%
12 Months	41.42%	32.78%

156 Overlapping Holdings

Symbol	Grade	Weight in JMOM	Weight in SPYX	Overlap
AAPL	C	1.8%	7.07%	1.8%
ABBV	D	1.04%	0.61%	0.61%
ACGL	D	0.26%	0.08%	0.08%
ADI	D	0.51%	0.22%	0.22%
AFL	B	0.36%	0.11%	0.11%
AJG	B	0.36%	0.13%	0.13%
ALL	A	0.35%	0.11%	0.11%
AMAT	F	0.63%	0.31%	0.31%
AMD	F	0.77%	0.46%	0.46%
AMP	A	0.41%	0.11%	0.11%
AMZN	C	0.61%	4.03%	0.61%
ANET	C	0.53%	0.2%	0.2%
APH	A	0.48%	0.18%	0.18%
AVGO	D	2.1%	1.62%	1.62%
AXON	A	0.44%	0.09%	0.09%
AXP	A	0.73%	0.33%	0.33%
AZO	C	0.34%	0.12%	0.12%
BK	A	0.39%	0.12%	0.12%
BKNG	A	0.73%	0.34%	0.34%
BR	A	0.02%	0.05%	0.02%
BRK.A	B	1.8%	1.75%	1.75%
BRO	B	0.27%	0.05%	0.05%
BSX	B	0.62%	0.26%	0.26%
CAH	B	0.27%	0.06%	0.06%
CAT	B	0.8%	0.38%	0.38%
CB	C	0.53%	0.22%	0.22%
CBOE	B	0.24%	0.04%	0.04%
CBRE	B	0.33%	0.08%	0.08%
CEG	D	0.44%	0.14%	0.14%
CHD	B	0.24%	0.05%	0.05%
CL	D	0.4%	0.15%	0.15%
CMG	B	0.42%	0.17%	0.17%
COR	B	0.31%	0.09%	0.09%
COST	B	1.47%	0.83%	0.83%
CPRT	A	0.33%	0.1%	0.1%
CRM	B	1.21%	0.66%	0.66%
CRWD	B	0.51%	0.16%	0.16%
CTAS	B	0.44%	0.15%	0.15%
DECK	A	0.29%	0.06%	0.06%
DHI	D	0.17%	0.1%	0.1%
DHR	F	0.61%	0.31%	0.31%
DLR	B	0.41%	0.11%	0.11%
ECL	D	0.37%	0.13%	0.13%
ED	D	0.21%	0.07%	0.07%
EQIX	A	0.0%	0.17%	0.0%
ESS	B	0.09%	0.04%	0.04%
ETN	A	0.68%	0.29%	0.29%
FE	C	0.1%	0.04%	0.04%
FFIV	B	0.26%	0.03%	0.03%
FI	A	0.26%	0.25%	0.25%
FICO	B	0.41%	0.12%	0.12%
GD	F	0.39%	0.15%	0.15%
GDDY	A	0.31%	0.05%	0.05%
GE	D	0.82%	0.39%	0.39%
GEN	B	0.26%	0.03%	0.03%
GEV	B	0.41%	0.18%	0.18%
GLW	B	0.32%	0.07%	0.07%
GOOGL	C	1.81%	2.1%	1.81%
GS	A	0.54%	0.38%	0.38%
GWW	B	0.38%	0.11%	0.11%
HCA	F	0.19%	0.13%	0.13%
HD	A	1.37%	0.82%	0.82%
HIG	B	0.28%	0.07%	0.07%
HII	D	0.07%	0.02%	0.02%
HLT	A	0.4%	0.13%	0.13%
HPE	B	0.18%	0.06%	0.06%
HPQ	B	0.2%	0.07%	0.07%
HUBB	B	0.29%	0.05%	0.05%
HWM	A	0.38%	0.09%	0.09%
IBM	C	0.82%	0.39%	0.39%
ICE	C	0.29%	0.18%	0.18%
IFF	D	0.19%	0.05%	0.05%
INTU	C	0.73%	0.4%	0.4%
INVH	D	0.04%	0.04%	0.04%
IQV	D	0.23%	0.07%	0.07%
IRM	D	0.3%	0.07%	0.07%
ISRG	A	0.82%	0.39%	0.39%
IT	C	0.31%	0.08%	0.08%
JNPR	F	0.19%	0.03%	0.03%
KKR	A	0.56%	0.21%	0.21%
KLAC	D	0.42%	0.18%	0.18%
KO	D	0.17%	0.49%	0.17%
KR	B	0.25%	0.08%	0.08%
LDOS	C	0.26%	0.05%	0.05%
LIN	D	0.2%	0.44%	0.2%
LLY	F	1.47%	1.27%	1.27%
LOW	D	0.33%	0.31%	0.31%
LRCX	F	0.42%	0.2%	0.2%
MCK	B	0.48%	0.16%	0.16%
META	D	1.99%	2.57%	1.99%
MOH	F	0.2%	0.04%	0.04%
MPC	D	0.35%	0.11%	0.11%
MPWR	F	0.21%	0.06%	0.06%
MRK	F	0.17%	0.51%	0.17%
MSFT	F	1.82%	6.47%	1.82%
MSI	B	0.46%	0.17%	0.17%
MU	D	0.5%	0.22%	0.22%
NFLX	A	0.9%	0.73%	0.73%
NI	A	0.22%	0.03%	0.03%
NOW	A	0.9%	0.44%	0.44%
NRG	B	0.28%	0.04%	0.04%
NTAP	C	0.27%	0.05%	0.05%
NVDA	C	2.5%	7.36%	2.5%
ORCL	B	0.96%	0.61%	0.61%
ORLY	B	0.38%	0.15%	0.15%
PANW	C	0.6%	0.26%	0.26%
PCAR	B	0.36%	0.12%	0.12%
PEG	A	0.06%	0.09%	0.06%
PG	A	0.2%	0.8%	0.2%
PGR	A	0.67%	0.31%	0.31%
PH	A	0.5%	0.18%	0.18%
PHM	D	0.26%	0.05%	0.05%
PM	B	0.84%	0.41%	0.41%
PNR	A	0.06%	0.04%	0.04%
PSX	C	0.36%	0.11%	0.11%
PTC	A	0.27%	0.05%	0.05%
PWR	A	0.39%	0.1%	0.1%
QCOM	F	0.73%	0.37%	0.37%
RCL	A	0.45%	0.11%	0.11%
ROL	B	0.15%	0.03%	0.03%
ROP	B	0.35%	0.12%	0.12%
RSG	A	0.32%	0.09%	0.09%
SMCI	F	0.1%	0.02%	0.02%
SNPS	B	0.11%	0.17%	0.11%
SO	D	0.19%	0.19%	0.19%
SPG	B	0.38%	0.11%	0.11%
SRE	A	0.07%	0.12%	0.07%
STLD	B	0.25%	0.04%	0.04%
SYK	C	0.62%	0.26%	0.26%
T	A	0.23%	0.33%	0.23%
TDG	D	0.4%	0.15%	0.15%
TER	D	0.12%	0.03%	0.03%
TJX	A	0.6%	0.28%	0.28%
TMO	F	0.76%	0.41%	0.41%
TMUS	B	0.58%	0.24%	0.24%
TPR	B	0.21%	0.03%	0.03%
TRGP	B	0.39%	0.09%	0.09%
TSCO	D	0.14%	0.06%	0.06%
TT	A	0.51%	0.19%	0.19%
TXN	C	0.76%	0.38%	0.38%
TXT	D	0.17%	0.03%	0.03%
TYL	B	0.26%	0.05%	0.05%
UBER	D	0.57%	0.31%	0.31%
UHS	D	0.19%	0.03%	0.03%
UNH	C	1.34%	1.12%	1.12%
URI	B	0.39%	0.12%	0.12%
VLO	C	0.26%	0.09%	0.09%
VLTO	D	0.09%	0.05%	0.05%
VRSK	A	0.1%	0.08%	0.08%
VRTX	F	0.55%	0.26%	0.26%
VST	B	0.54%	0.1%	0.1%
VTR	C	0.26%	0.05%	0.05%
WDC	D	0.25%	0.04%	0.04%
WELL	A	0.46%	0.16%	0.16%
WM	A	0.47%	0.17%	0.17%
WMB	A	0.46%	0.14%	0.14%

JMOM Overweight 115 Positions Relative to SPYX

Symbol	Grade	Weight
MSTR	C	0.97%
APP	B	0.95%
PLTR	B	0.76%
COP	C	0.6%
COIN	C	0.51%
VRT	B	0.5%
SPOT	B	0.48%
MRVL	B	0.48%
DASH	A	0.44%
CVNA	B	0.41%
TTD	B	0.39%
DELL	C	0.35%
EME	C	0.33%
ARES	A	0.32%
NU	C	0.31%
COHR	B	0.31%
XPO	B	0.3%
JEF	A	0.28%
FANG	D	0.28%
GWRE	A	0.27%
ALSN	B	0.27%
DTM	B	0.27%
NTNX	A	0.26%
CW	B	0.26%
IBKR	A	0.26%
LII	A	0.26%
ZS	C	0.25%
EXP	A	0.25%
FTI	A	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%
BAH	F	0.23%
CASY	A	0.23%
SSNC	B	0.23%
MANH	D	0.23%
NVT	B	0.22%
CNM	D	0.22%
THC	D	0.22%
FRPT	B	0.22%
TPX	B	0.21%
SCCO	F	0.21%
AM	A	0.2%
PSN	D	0.2%
INGR	B	0.2%
DKS	C	0.2%
CACI	D	0.2%
ONTO	D	0.19%
POST	C	0.19%
PSTG	D	0.19%
KD	B	0.19%
WSO	A	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%
GAP	C	0.17%
UNM	A	0.17%
AZEK	A	0.16%
WLK	D	0.16%
H	B	0.16%
BLD	D	0.15%
TW	A	0.15%
CRUS	D	0.15%
CRBG	B	0.15%
MTSI	B	0.14%
ARMK	B	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%
HRB	D	0.1%
WFRD	D	0.1%
PPC	C	0.1%
LAMR	D	0.09%
ROIV	C	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%
FCNCA	A	0.06%
AYI	B	0.06%
FYBR	D	0.06%
NSA	D	0.05%
BSY	D	0.05%
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 328 Positions Relative to SPYX

Symbol	Grade	Weight
TSLA	B	-1.76%
GOOG	C	-1.74%
JPM	A	-1.4%
V	A	-1.05%
MA	C	-0.88%
JNJ	D	-0.75%
WMT	A	-0.75%
BAC	A	-0.63%
WFC	A	-0.51%
CSCO	B	-0.48%
ADBE	C	-0.48%
PEP	F	-0.46%
ACN	C	-0.46%
MCD	D	-0.44%
ABT	B	-0.41%
DIS	B	-0.4%
VZ	C	-0.35%
MS	A	-0.34%
CMCSA	B	-0.34%
SPGI	C	-0.33%
NEE	D	-0.32%
RTX	C	-0.32%
AMGN	D	-0.32%
HON	B	-0.31%
BLK	C	-0.3%
PFE	D	-0.3%
UNP	C	-0.29%
C	A	-0.27%
BX	A	-0.27%
ADP	B	-0.25%
BMY	B	-0.24%
SCHW	B	-0.24%
SBUX	A	-0.23%
LMT	D	-0.23%
GILD	C	-0.23%
INTC	D	-0.22%
PLD	D	-0.22%
MMC	B	-0.22%
MDT	D	-0.22%
BA	F	-0.21%
DE	A	-0.21%
UPS	C	-0.2%
NKE	D	-0.19%
AMT	D	-0.19%
ELV	F	-0.19%
MO	A	-0.19%
MDLZ	F	-0.18%
PYPL	B	-0.18%
SHW	A	-0.18%
CI	F	-0.18%
AON	A	-0.17%
PNC	B	-0.17%
CDNS	B	-0.17%
REGN	F	-0.17%
DUK	C	-0.17%
USB	A	-0.16%
ZTS	D	-0.16%
CME	A	-0.16%
TGT	F	-0.15%
MMM	D	-0.15%
ITW	B	-0.15%
EMR	A	-0.15%
MCO	B	-0.15%
NOC	D	-0.14%
CSX	B	-0.14%
CVS	D	-0.14%
COF	B	-0.14%
APD	A	-0.14%
SLB	C	-0.13%
TFC	A	-0.13%
FCX	D	-0.13%
CARR	D	-0.13%
OKE	A	-0.13%
GM	B	-0.13%
MAR	B	-0.13%
ADSK	A	-0.13%
BDX	F	-0.13%
FDX	B	-0.13%
JCI	C	-0.12%
NXPI	D	-0.12%
ABNB	C	-0.12%
TRV	B	-0.12%
NSC	B	-0.12%
FTNT	C	-0.12%
KMI	A	-0.11%
PSA	D	-0.11%
NEM	D	-0.1%
PAYX	C	-0.1%
D	C	-0.1%
FAST	B	-0.1%
MSCI	C	-0.1%
LHX	C	-0.1%
ROST	C	-0.1%
FIS	C	-0.1%
MET	A	-0.1%
AIG	B	-0.1%
O	D	-0.1%
AEP	D	-0.1%
CMI	A	-0.1%
DFS	B	-0.09%
BKR	B	-0.09%
F	C	-0.09%
KMB	D	-0.09%
CCI	D	-0.09%
PCG	A	-0.09%
PRU	A	-0.09%
KVUE	A	-0.09%
AME	A	-0.09%
SYY	B	-0.08%
VMC	B	-0.08%
KDP	D	-0.08%
LULU	C	-0.08%
GEHC	F	-0.08%
STZ	D	-0.08%
EXC	C	-0.08%
XEL	A	-0.08%
CHTR	C	-0.08%
A	D	-0.08%
YUM	B	-0.08%
EA	A	-0.08%
MNST	C	-0.08%
CTVA	C	-0.08%
OTIS	C	-0.08%
CTSH	B	-0.08%
EW	C	-0.08%
ODFL	B	-0.08%
LEN	D	-0.08%
DAL	C	-0.08%
IR	B	-0.08%
FITB	A	-0.07%
WTW	B	-0.07%
AVB	B	-0.07%
NDAQ	A	-0.07%
VICI	C	-0.07%
ROK	B	-0.07%
EFX	F	-0.07%
GRMN	B	-0.07%
RMD	C	-0.07%
HUM	C	-0.07%
WAB	B	-0.07%
IDXX	F	-0.07%
EXR	D	-0.07%
DD	D	-0.07%
NUE	C	-0.07%
MTB	A	-0.07%
MCHP	D	-0.07%
GIS	D	-0.07%
MLM	B	-0.07%
TROW	B	-0.06%
MTD	D	-0.06%
DOV	A	-0.06%
KHC	F	-0.06%
TTWO	A	-0.06%
STT	A	-0.06%
ON	D	-0.06%
PPG	F	-0.06%
XYL	D	-0.06%
GPN	B	-0.06%
ANSS	B	-0.06%
UAL	A	-0.06%
RJF	A	-0.06%
DXCM	D	-0.06%
WEC	A	-0.06%
EBAY	D	-0.06%
CNC	D	-0.06%
CSGP	D	-0.06%
DOW	F	-0.06%
EIX	B	-0.06%
ETR	B	-0.06%
ZBH	C	-0.05%
STE	F	-0.05%
TDY	B	-0.05%
WAT	B	-0.05%
WY	D	-0.05%
EXPE	B	-0.05%
BIIB	F	-0.05%
SBAC	D	-0.05%
CINF	A	-0.05%
RF	A	-0.05%
AEE	A	-0.05%
CCL	B	-0.05%
PPL	B	-0.05%
CDW	F	-0.05%
DTE	C	-0.05%
WST	C	-0.05%
SW	A	-0.05%
EQR	B	-0.05%
ADM	D	-0.05%
HBAN	A	-0.05%
AWK	D	-0.05%
CPAY	A	-0.05%
SYF	B	-0.05%
NVR	D	-0.05%
FTV	C	-0.05%
HSY	F	-0.05%
HAL	C	-0.05%
KEYS	A	-0.05%
LVS	C	-0.04%
TRMB	B	-0.04%
GPC	D	-0.04%
BBY	D	-0.04%
DGX	A	-0.04%
J	F	-0.04%
MAS	D	-0.04%
ULTA	F	-0.04%
KEY	B	-0.04%
PODD	C	-0.04%
MAA	B	-0.04%
HOLX	D	-0.04%
PFG	D	-0.04%
WRB	A	-0.04%
FDS	B	-0.04%
BALL	D	-0.04%
TSN	B	-0.04%
MKC	D	-0.04%
CNP	B	-0.04%
LUV	C	-0.04%
SNA	A	-0.04%
STX	D	-0.04%
CMS	C	-0.04%
IP	B	-0.04%
LYV	A	-0.04%
DRI	B	-0.04%
LH	C	-0.04%
CLX	B	-0.04%
FSLR	F	-0.04%
CFG	B	-0.04%
OMC	C	-0.04%
BLDR	D	-0.04%
ZBRA	B	-0.04%
LYB	F	-0.04%
ES	D	-0.04%
NTRS	A	-0.04%
PKG	A	-0.04%
WBD	C	-0.04%
K	A	-0.04%
ATO	A	-0.04%
BG	F	-0.03%
INCY	C	-0.03%
ALLE	D	-0.03%
JKHY	D	-0.03%
CPT	B	-0.03%
KMX	B	-0.03%
SWK	D	-0.03%
CAG	D	-0.03%
CHRW	C	-0.03%
MRNA	F	-0.03%
DLTR	F	-0.03%
UDR	B	-0.03%
AKAM	D	-0.03%
SWKS	F	-0.03%
POOL	C	-0.03%
NDSN	B	-0.03%
EPAM	C	-0.03%
EVRG	A	-0.03%
APTV	D	-0.03%
JBL	B	-0.03%
RVTY	F	-0.03%
AMCR	D	-0.03%
VTRS	A	-0.03%
DOC	D	-0.03%
JBHT	C	-0.03%
L	A	-0.03%
EL	F	-0.03%
CF	B	-0.03%
DPZ	C	-0.03%
ALGN	D	-0.03%
EG	C	-0.03%
VRSN	F	-0.03%
LNT	A	-0.03%
BAX	D	-0.03%
AVY	D	-0.03%
KIM	A	-0.03%
ARE	D	-0.03%
EXPD	D	-0.03%
DG	F	-0.03%
IEX	B	-0.03%
CE	F	-0.02%
MHK	D	-0.02%
IVZ	B	-0.02%
MTCH	D	-0.02%
HAS	D	-0.02%
BWA	D	-0.02%
CZR	F	-0.02%
FRT	B	-0.02%
RL	B	-0.02%
ENPH	F	-0.02%
MOS	F	-0.02%
MGM	D	-0.02%
HSIC	B	-0.02%
TFX	F	-0.02%
HRL	D	-0.02%
CPB	D	-0.02%
WYNN	D	-0.02%
AOS	F	-0.02%
AES	F	-0.02%
SOLV	C	-0.02%
GL	B	-0.02%
MKTX	D	-0.02%
LKQ	D	-0.02%
PNW	B	-0.02%
CRL	C	-0.02%
CTLT	B	-0.02%
FOXA	B	-0.02%
PAYC	B	-0.02%
TAP	C	-0.02%
BXP	D	-0.02%
TECH	D	-0.02%
NWSA	B	-0.02%
IPG	D	-0.02%
LW	C	-0.02%
NCLH	B	-0.02%
AIZ	A	-0.02%
REG	B	-0.02%
GNRC	B	-0.02%
SJM	D	-0.02%
DAY	B	-0.02%
EMN	D	-0.02%
ALB	C	-0.02%
HST	C	-0.02%
NWS	B	-0.01%
PARA	C	-0.01%
FOX	A	-0.01%
WBA	F	-0.01%
QRVO	F	-0.01%
BEN	C	-0.01%
DVA	B	-0.01%
FMC	D	-0.01%