JPEF vs. CAML ETF Comparison

Comparison of JPMorgan Equity Focus ETF (JPEF) to Congress Large Cap Growth ETF (CAML)

JPEF

JPMorgan Equity Focus ETF

JPEF Description

Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.

Grade (RS Rating)

Last Trade

$67.95

Average Daily Volume

77,346

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CAML

Congress Large Cap Growth ETF

CAML Description

The fund is an actively-managed exchange-traded fund ("ETF"). The fund advisor attempts to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The fund may invest any portion of the remaining 20% of its net assets from time to time in equity securities of small-capitalization and mid-capitalization companies.

Grade (RS Rating)

Last Trade

$34.55

Average Daily Volume

34,151

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	JPEF	CAML
30 Days	4.47%	5.18%
60 Days	10.13%	11.35%
90 Days	11.70%	12.03%
12 Months	40.47%	35.65%

13 Overlapping Holdings

Symbol	Grade	Weight in JPEF	Weight in CAML	Overlap
AAPL	C	3.63%	3.69%	3.63%
AMZN	A	5.51%	2.69%	2.69%
HD	C	2.05%	2.33%	2.05%
INTU	C	1.83%	2.4%	1.83%
ISRG	B	1.57%	2.74%	1.57%
LLY	F	1.84%	3.15%	1.84%
META	C	4.76%	3.34%	3.34%
MLM	B	1.45%	2.03%	1.45%
MSFT	D	6.55%	3.21%	3.21%
NVDA	A	6.2%	5.35%	5.35%
PANW	A	2.02%	1.93%	1.93%
TJX	D	1.17%	2.49%	1.17%
TMO	D	1.29%	1.71%	1.29%

JPEF Overweight 27 Positions Relative to CAML

Symbol	Grade	Weight
KMI	B	3.29%
COF	B	3.02%
AVGO	B	3.02%
BRK.A	C	2.96%
L	B	2.78%
MTB	A	2.7%
EOG	C	2.63%
PG	F	2.49%
MA	B	2.48%
TT	B	2.39%
BAC	A	2.38%
PSA	D	2.22%
MCD	D	2.22%
NEE	D	2.12%
MS	B	2.11%
GOOG	B	2.11%
UNH	B	2.1%
HON	C	1.94%
ADI	C	1.89%
REGN	F	1.87%
REG	B	1.82%
PWR	B	1.6%
PKG	B	1.54%
BKNG	B	1.32%
EL	F	1.29%
JBHT	B	0.91%
LRCX	F	0.45%

JPEF Underweight 26 Positions Relative to CAML

Symbol	Grade	Weight
COST	C	-3.24%
ETN	B	-3.12%
NOW	A	-3.1%
ANET	A	-3.1%
ORLY	A	-2.76%
GOOGL	B	-2.69%
HWM	A	-2.68%
AJG	C	-2.57%
SNPS	B	-2.55%
V	A	-2.5%
BSX	B	-2.44%
GS	A	-2.41%
ECL	D	-2.36%
NXPI	D	-2.33%
CTAS	A	-2.31%
SHW	C	-2.15%
CMG	C	-2.09%
NFLX	A	-2.08%
XOM	B	-2.08%
PH	A	-2.07%
TTD	A	-2.03%
MCO	D	-1.91%
ZTS	F	-1.9%
ONTO	F	-1.85%
CRM	B	-1.78%
VRTX	B	-1.78%