JPEF vs. FDMO ETF Comparison
Comparison of JPMorgan Equity Focus ETF (JPEF) to Fidelity Momentum Factor ETF (FDMO)
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
$68.43
Average Daily Volume
91,557
Number of Holdings
*
40
* may have additional holdings in another (foreign) market
FDMO
Fidelity Momentum Factor ETF
FDMO Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Momentum Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Momentum Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies that exhibit positive momentum signals.Grade (RS Rating)
Last Trade
$71.42
Average Daily Volume
35,646
Number of Holdings
*
122
* may have additional holdings in another (foreign) market
Performance
| Period | JPEF | FDMO |
|---|---|---|
| 30 Days | 3.03% | 6.00% |
| 60 Days | 4.63% | 8.27% |
| 90 Days | 6.31% | 10.44% |
| 12 Months | 36.48% | 42.98% |
19 Overlapping Holdings
| Symbol | Grade | Weight in JPEF | Weight in FDMO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 3.5% | 6.8% | 3.5% | |
| AMZN | C | 5.88% | 3.76% | 3.76% | |
| AVGO | D | 2.83% | 2.03% | 2.03% | |
| BAC | A | 2.51% | 1.21% | 1.21% | |
| BKNG | A | 1.43% | 0.66% | 0.66% | |
| BRK.A | B | 2.96% | 2.14% | 2.14% | |
| HD | A | 2.11% | 1.08% | 1.08% | |
| ISRG | A | 1.6% | 1.06% | 1.06% | |
| KMI | A | 3.38% | 0.28% | 0.28% | |
| LLY | F | 1.66% | 1.68% | 1.66% | |
| META | D | 4.52% | 2.39% | 2.39% | |
| MSFT | F | 6.29% | 6.21% | 6.21% | |
| NEE | D | 2.05% | 0.47% | 0.47% | |
| NVDA | C | 6.36% | 6.97% | 6.36% | |
| PG | A | 2.43% | 0.92% | 0.92% | |
| PKG | A | 1.49% | 0.16% | 0.16% | |
| PSA | D | 2.13% | 0.24% | 0.24% | |
| TJX | A | 1.21% | 0.61% | 0.61% | |
| TT | A | 2.54% | 0.59% | 0.59% |
JPEF Overweight 21 Positions Relative to FDMO
JPEF Underweight 103 Positions Relative to FDMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | -3.54% | |
| TSLA | B | -2.03% | |
| JPM | A | -1.88% | |
| PLTR | B | -1.3% | |
| APP | B | -1.27% | |
| XOM | B | -1.12% | |
| COIN | C | -1.09% | |
| ABBV | D | -1.08% | |
| GS | A | -0.99% | |
| BSX | B | -0.95% | |
| DHR | F | -0.92% | |
| COST | B | -0.92% | |
| AXP | A | -0.9% | |
| MSI | B | -0.88% | |
| NFLX | A | -0.88% | |
| NTRA | B | -0.87% | |
| PGR | A | -0.87% | |
| WMT | A | -0.86% | |
| FICO | B | -0.86% | |
| HOOD | B | -0.83% | |
| ANET | C | -0.82% | |
| KKR | A | -0.8% | |
| HCA | F | -0.78% | |
| QTWO | A | -0.78% | |
| GDDY | A | -0.78% | |
| CVLT | B | -0.74% | |
| GKOS | B | -0.74% | |
| GE | D | -0.74% | |
| CAT | B | -0.73% | |
| RVMD | C | -0.73% | |
| SYF | B | -0.72% | |
| THC | D | -0.72% | |
| BK | A | -0.7% | |
| RNA | D | -0.7% | |
| UBER | D | -0.67% | |
| CVX | A | -0.67% | |
| EVR | B | -0.67% | |
| HIG | B | -0.67% | |
| RTX | C | -0.66% | |
| FIS | C | -0.65% | |
| KO | D | -0.61% | |
| JXN | C | -0.59% | |
| MPWR | F | -0.56% | |
| PM | B | -0.55% | |
| CTAS | B | -0.54% | |
| HWM | A | -0.52% | |
| T | A | -0.52% | |
| CARR | D | -0.51% | |
| VRT | B | -0.51% | |
| LIN | D | -0.51% | |
| URI | B | -0.5% | |
| TDG | D | -0.5% | |
| GM | B | -0.5% | |
| RCL | A | -0.48% | |
| FIX | A | -0.47% | |
| EME | C | -0.47% | |
| TMUS | B | -0.45% | |
| MLI | C | -0.44% | |
| ZETA | D | -0.43% | |
| EBAY | D | -0.42% | |
| DY | D | -0.42% | |
| TRU | D | -0.4% | |
| SN | D | -0.39% | |
| LDOS | C | -0.38% | |
| CVNA | B | -0.38% | |
| MO | A | -0.37% | |
| DUK | C | -0.35% | |
| CL | D | -0.33% | |
| TTD | B | -0.32% | |
| LUMN | C | -0.32% | |
| VST | B | -0.31% | |
| WMB | A | -0.3% | |
| OKE | A | -0.3% | |
| SHW | A | -0.29% | |
| CEG | D | -0.29% | |
| PEG | A | -0.28% | |
| KMB | D | -0.28% | |
| WELL | A | -0.28% | |
| AEP | D | -0.28% | |
| TRGP | B | -0.27% | |
| SPG | B | -0.25% | |
| FRPT | B | -0.24% | |
| NRG | B | -0.24% | |
| TPL | A | -0.24% | |
| DLR | B | -0.24% | |
| SFM | A | -0.24% | |
| ECL | D | -0.23% | |
| CBRE | B | -0.21% | |
| NEM | D | -0.2% | |
| DTM | B | -0.2% | |
| EXR | D | -0.2% | |
| IRM | D | -0.19% | |
| EQR | B | -0.19% | |
| FTI | A | -0.19% | |
| ESS | B | -0.18% | |
| SW | A | -0.17% | |
| JLL | D | -0.16% | |
| CRS | A | -0.16% | |
| IFF | D | -0.15% | |
| SLG | B | -0.15% | |
| VNO | B | -0.15% | |
| LPX | B | -0.15% | |
| ATI | D | -0.14% |
JPEF: Top Represented Industries & Keywords
Industries:
Semiconductors
Credit Services
Household & Personal Products
Internet Content & Information
Software - Application
Apparel Stores
Banks - Global
Banks - Regional - US
Biotechnology
Building Materials
Capital Markets
Consumer Electronics
Diagnostics & Research
Diversified Industrials
Drug Manufacturers - Major
Engineering & Construction
Health Care Plans
Home Improvement Stores
Insurance - Diversified
Insurance - Property & Casualty
FDMO: Top Represented Industries & Keywords
Industries:
Software - Application
Oil & Gas Midstream
Software - Infrastructure
Business Services
Specialty Chemicals
Asset Management
Engineering & Construction
Household & Personal Products
Internet Content & Information
Metal Fabrication
REIT - Office
Semiconductors
Specialty Industrial Machinery
Specialty Retail
Telecom Services
Utilities - Regulated Electric
Aerospace & Defense
Auto Manufacturers
Banks - Global
Biotechnology
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