JPME vs. WLDR ETF Comparison
Comparison of JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) to Affinity World Leaders Equity ETF (WLDR)
JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
JPME Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell Midcap Diversified Factor Index. The fund will invest at least 80% of its net assets in securities included in the underlying index. It may invest up to 20% of its assets in exchange-traded futures to seek performance that corresponds to the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser.
Grade (RS Rating)
Last Trade
$104.79
Average Daily Volume
16,053
Number of Holdings
*
340
* may have additional holdings in another (foreign) market
WLDR
Affinity World Leaders Equity ETF
WLDR Description
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.Grade (RS Rating)
Last Trade
$33.22
Average Daily Volume
3,126
Number of Holdings
*
70
* may have additional holdings in another (foreign) market
Performance
| Period | JPME | WLDR |
|---|---|---|
| 30 Days | 2.87% | 3.88% |
| 60 Days | 5.17% | 6.88% |
| 90 Days | 10.54% | 8.17% |
| 12 Months | 27.26% | 33.04% |
30 Overlapping Holdings
| Symbol | Grade | Weight in JPME | Weight in WLDR | Overlap | |
|---|---|---|---|---|---|
| ACI | F | 0.29% | 0.65% | 0.29% | |
| APP | C | 0.56% | 3.01% | 0.56% | |
| CAH | C | 0.34% | 0.89% | 0.34% | |
| CNC | D | 0.3% | 0.77% | 0.3% | |
| CNM | F | 0.31% | 0.63% | 0.31% | |
| EMN | B | 0.39% | 1.14% | 0.39% | |
| ETR | A | 0.43% | 0.58% | 0.43% | |
| EVRG | B | 0.41% | 0.53% | 0.41% | |
| FANG | F | 0.35% | 0.57% | 0.35% | |
| HPQ | C | 0.25% | 3.65% | 0.25% | |
| HST | D | 0.31% | 0.33% | 0.31% | |
| KR | B | 0.4% | 0.76% | 0.4% | |
| LEN | B | 0.44% | 0.47% | 0.44% | |
| MGM | D | 0.22% | 0.5% | 0.22% | |
| NTAP | D | 0.34% | 3.38% | 0.34% | |
| OMC | B | 0.29% | 1.27% | 0.29% | |
| PHM | B | 0.46% | 0.48% | 0.46% | |
| RGA | C | 0.39% | 0.53% | 0.39% | |
| RS | D | 0.35% | 0.22% | 0.22% | |
| SPG | B | 0.4% | 0.42% | 0.4% | |
| SSNC | C | 0.37% | 2.03% | 0.37% | |
| STLD | C | 0.35% | 0.24% | 0.24% | |
| SYF | C | 0.36% | 1.02% | 0.36% | |
| TAP | D | 0.35% | 0.35% | 0.35% | |
| TOL | A | 0.47% | 0.46% | 0.46% | |
| TSN | D | 0.31% | 0.44% | 0.31% | |
| VICI | C | 0.37% | 0.4% | 0.37% | |
| VST | B | 0.38% | 0.71% | 0.38% | |
| VTRS | D | 0.35% | 0.86% | 0.35% | |
| WSM | C | 0.36% | 2.29% | 0.36% |
JPME Overweight 310 Positions Relative to WLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| K | A | 0.51% | |
| FYBR | C | 0.51% | |
| JEF | C | 0.51% | |
| CBRE | B | 0.48% | |
| TRGP | C | 0.47% | |
| OHI | C | 0.46% | |
| MTG | B | 0.46% | |
| UHS | C | 0.46% | |
| IRM | C | 0.46% | |
| ALSN | B | 0.45% | |
| AFL | A | 0.45% | |
| NI | B | 0.44% | |
| OKE | C | 0.44% | |
| THC | C | 0.44% | |
| BRX | C | 0.44% | |
| UNM | B | 0.43% | |
| ATO | B | 0.43% | |
| ORI | B | 0.43% | |
| UTHR | B | 0.43% | |
| DHI | C | 0.43% | |
| FCNCA | D | 0.43% | |
| USFD | C | 0.43% | |
| CUBE | C | 0.42% | |
| AVB | C | 0.42% | |
| LAMR | B | 0.42% | |
| EIX | B | 0.42% | |
| CPB | C | 0.42% | |
| DVA | B | 0.42% | |
| PEG | B | 0.42% | |
| CACI | B | 0.42% | |
| HIG | B | 0.42% | |
| INGR | B | 0.42% | |
| CLH | C | 0.41% | |
| PNW | C | 0.41% | |
| PPL | A | 0.41% | |
| POST | B | 0.41% | |
| LDOS | A | 0.4% | |
| ED | B | 0.4% | |
| EHC | B | 0.4% | |
| CMI | B | 0.4% | |
| WMB | C | 0.4% | |
| AMP | B | 0.4% | |
| MPWR | B | 0.4% | |
| NVR | B | 0.4% | |
| HUBB | B | 0.4% | |
| CAG | B | 0.4% | |
| CMS | B | 0.4% | |
| CBOE | C | 0.4% | |
| IP | C | 0.4% | |
| JLL | B | 0.39% | |
| OGE | B | 0.39% | |
| GRMN | D | 0.39% | |
| CF | B | 0.39% | |
| RPM | B | 0.39% | |
| FE | B | 0.39% | |
| DGX | B | 0.39% | |
| TXRH | B | 0.38% | |
| REG | C | 0.38% | |
| AJG | D | 0.38% | |
| TKR | C | 0.38% | |
| TYL | C | 0.38% | |
| GWW | B | 0.38% | |
| EPR | C | 0.38% | |
| PCG | C | 0.38% | |
| PKG | B | 0.38% | |
| OMF | D | 0.38% | |
| BLDR | C | 0.38% | |
| PWR | B | 0.38% | |
| ROKU | D | 0.38% | |
| HOLX | D | 0.37% | |
| LYB | D | 0.37% | |
| AM | B | 0.37% | |
| GLPI | C | 0.37% | |
| FAST | C | 0.37% | |
| PFGC | B | 0.37% | |
| OC | C | 0.37% | |
| AEE | B | 0.37% | |
| HRB | C | 0.37% | |
| CLX | C | 0.37% | |
| IT | C | 0.37% | |
| SPB | B | 0.37% | |
| JNPR | A | 0.37% | |
| NFG | B | 0.37% | |
| AN | C | 0.37% | |
| ROST | C | 0.36% | |
| CASY | D | 0.36% | |
| STE | B | 0.36% | |
| NXST | D | 0.36% | |
| DKS | D | 0.36% | |
| WEC | B | 0.36% | |
| MANH | B | 0.36% | |
| AME | C | 0.35% | |
| PK | D | 0.35% | |
| SJM | C | 0.35% | |
| HBAN | B | 0.35% | |
| CHE | C | 0.35% | |
| SNA | B | 0.35% | |
| ESI | C | 0.35% | |
| BG | F | 0.35% | |
| WY | C | 0.35% | |
| XEL | B | 0.35% | |
| WLK | C | 0.35% | |
| TSCO | B | 0.35% | |
| KIM | C | 0.35% | |
| EG | B | 0.34% | |
| VVV | D | 0.34% | |
| DTE | A | 0.34% | |
| PAG | D | 0.34% | |
| PPC | D | 0.34% | |
| MAS | B | 0.34% | |
| MKC | C | 0.34% | |
| GGG | C | 0.34% | |
| IQV | D | 0.34% | |
| CHD | C | 0.34% | |
| CIEN | B | 0.34% | |
| KVUE | B | 0.34% | |
| BBY | A | 0.33% | |
| HSIC | C | 0.33% | |
| CHTR | D | 0.33% | |
| CE | D | 0.33% | |
| CDW | D | 0.33% | |
| AVY | C | 0.33% | |
| MSM | D | 0.33% | |
| ESS | C | 0.33% | |
| MOH | D | 0.33% | |
| ACHC | D | 0.33% | |
| EXEL | C | 0.33% | |
| BPOP | C | 0.32% | |
| RMD | C | 0.32% | |
| DOX | C | 0.32% | |
| STAG | D | 0.32% | |
| CRUS | D | 0.32% | |
| ANSS | D | 0.32% | |
| AOS | B | 0.32% | |
| SAIC | C | 0.32% | |
| TER | C | 0.32% | |
| HIW | C | 0.32% | |
| XP | D | 0.32% | |
| CSGP | D | 0.32% | |
| CNP | C | 0.32% | |
| TPR | A | 0.32% | |
| Z | C | 0.32% | |
| LNT | A | 0.32% | |
| DECK | C | 0.31% | |
| LSTR | D | 0.31% | |
| EME | B | 0.31% | |
| LNG | D | 0.31% | |
| GIS | B | 0.31% | |
| CTVA | B | 0.31% | |
| ODFL | D | 0.31% | |
| EQR | C | 0.31% | |
| A | C | 0.31% | |
| GNTX | D | 0.3% | |
| X | F | 0.3% | |
| KRC | C | 0.3% | |
| EXC | B | 0.3% | |
| CTRA | F | 0.3% | |
| NUE | D | 0.3% | |
| OLN | D | 0.3% | |
| NEU | D | 0.3% | |
| MRO | D | 0.3% | |
| ADM | D | 0.29% | |
| HRL | F | 0.29% | |
| SYY | C | 0.29% | |
| SRCL | B | 0.29% | |
| DINO | F | 0.29% | |
| FLO | C | 0.29% | |
| UGI | B | 0.29% | |
| CSL | B | 0.29% | |
| AMH | D | 0.29% | |
| QGEN | C | 0.28% | |
| CROX | C | 0.28% | |
| EQT | C | 0.28% | |
| NRG | B | 0.28% | |
| DRI | C | 0.28% | |
| TPL | C | 0.28% | |
| JBL | C | 0.27% | |
| NNN | B | 0.27% | |
| FRPT | C | 0.27% | |
| WPC | C | 0.27% | |
| AR | C | 0.27% | |
| HUN | C | 0.27% | |
| SWN | C | 0.27% | |
| VEEV | C | 0.27% | |
| LITE | B | 0.27% | |
| EGP | C | 0.27% | |
| RBC | B | 0.27% | |
| MOS | F | 0.26% | |
| BRKR | D | 0.26% | |
| LECO | D | 0.26% | |
| WST | D | 0.26% | |
| SAM | D | 0.26% | |
| CHK | C | 0.26% | |
| SWKS | F | 0.26% | |
| FR | C | 0.26% | |
| RRC | D | 0.26% | |
| MTB | C | 0.26% | |
| MAA | C | 0.26% | |
| L | D | 0.25% | |
| BYD | C | 0.25% | |
| ASH | F | 0.25% | |
| SNX | C | 0.25% | |
| IRDM | C | 0.25% | |
| DTM | C | 0.25% | |
| PAYX | C | 0.25% | |
| MEDP | F | 0.25% | |
| EXPD | B | 0.24% | |
| MCHP | D | 0.24% | |
| RPRX | C | 0.24% | |
| OVV | F | 0.24% | |
| NBIX | F | 0.24% | |
| HAL | F | 0.24% | |
| ON | D | 0.24% | |
| STWD | B | 0.24% | |
| HPE | C | 0.24% | |
| INCY | C | 0.23% | |
| IDA | B | 0.23% | |
| JAZZ | D | 0.23% | |
| REXR | C | 0.23% | |
| COKE | C | 0.23% | |
| R | C | 0.23% | |
| CLF | F | 0.23% | |
| LW | D | 0.22% | |
| DVN | F | 0.22% | |
| AGO | D | 0.22% | |
| LBRDK | C | 0.22% | |
| CPT | C | 0.21% | |
| BRBR | B | 0.21% | |
| DLB | D | 0.21% | |
| PRI | B | 0.2% | |
| CELH | F | 0.2% | |
| AFG | C | 0.19% | |
| REYN | C | 0.19% | |
| EXP | B | 0.19% | |
| FRT | C | 0.19% | |
| QRVO | F | 0.18% | |
| FNF | B | 0.18% | |
| NVT | C | 0.17% | |
| CWEN | A | 0.17% | |
| GLW | B | 0.17% | |
| FITB | B | 0.17% | |
| ELAN | D | 0.17% | |
| BKR | C | 0.16% | |
| ITT | B | 0.16% | |
| BRO | C | 0.16% | |
| RYN | C | 0.16% | |
| KEYS | B | 0.16% | |
| SCI | C | 0.15% | |
| BAH | B | 0.15% | |
| LPX | B | 0.15% | |
| GO | F | 0.15% | |
| RGLD | C | 0.15% | |
| RF | B | 0.15% | |
| CUZ | C | 0.15% | |
| SLM | C | 0.15% | |
| SON | D | 0.15% | |
| AKAM | D | 0.14% | |
| TXT | D | 0.14% | |
| M | F | 0.14% | |
| AXS | B | 0.14% | |
| XRAY | D | 0.14% | |
| APA | F | 0.14% | |
| PINC | D | 0.13% | |
| AVT | B | 0.13% | |
| THO | C | 0.13% | |
| WEN | C | 0.13% | |
| BWA | C | 0.13% | |
| POOL | C | 0.13% | |
| TFX | B | 0.12% | |
| ACGL | B | 0.12% | |
| WTM | F | 0.12% | |
| UI | B | 0.12% | |
| CACC | F | 0.11% | |
| ALLY | F | 0.11% | |
| DFS | C | 0.11% | |
| SLGN | B | 0.1% | |
| CFG | D | 0.1% | |
| CNXC | F | 0.09% | |
| SMG | B | 0.08% | |
| AYI | B | 0.08% | |
| CC | D | 0.08% | |
| KEY | C | 0.08% | |
| TECH | C | 0.07% | |
| ZION | D | 0.07% | |
| TNL | C | 0.06% | |
| NDSN | C | 0.06% | |
| PB | D | 0.06% | |
| FNB | D | 0.06% | |
| RHI | D | 0.06% | |
| CMA | C | 0.06% | |
| CR | B | 0.05% | |
| HES | F | 0.05% | |
| PFG | B | 0.05% | |
| CRI | D | 0.05% | |
| HXL | F | 0.05% | |
| BIIB | F | 0.05% | |
| IEX | C | 0.04% | |
| WU | C | 0.04% | |
| NVST | D | 0.04% | |
| LEG | D | 0.04% | |
| VIRT | C | 0.04% | |
| ADTN | C | 0.03% | |
| PAYC | D | 0.03% | |
| IPG | C | 0.03% | |
| BBWI | D | 0.03% | |
| FTRE | F | 0.03% | |
| HOG | C | 0.02% | |
| KSS | D | 0.01% | |
| ATR | B | 0.01% | |
| CNA | D | 0.0% |
JPME Underweight 40 Positions Relative to WLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMAT | D | -3.19% | |
| META | B | -3.1% | |
| DELL | C | -2.87% | |
| AZO | B | -2.47% | |
| IBM | B | -2.3% | |
| EBAY | B | -2.15% | |
| CTSH | B | -1.88% | |
| JPM | D | -1.83% | |
| DOCU | C | -1.82% | |
| VZ | A | -1.47% | |
| CMCSA | C | -1.37% | |
| CARR | B | -1.21% | |
| BRK.A | C | -1.21% | |
| MRK | F | -1.18% | |
| BK | B | -1.13% | |
| CAT | B | -1.11% | |
| HCA | B | -0.99% | |
| ELV | D | -0.91% | |
| MCK | F | -0.85% | |
| RCL | B | -0.84% | |
| CI | C | -0.83% | |
| TROW | C | -0.82% | |
| TEVA | D | -0.82% | |
| PCAR | D | -0.73% | |
| MO | C | -0.64% | |
| UAL | B | -0.63% | |
| HMC | D | -0.6% | |
| RNR | B | -0.57% | |
| ALL | C | -0.57% | |
| PSX | F | -0.56% | |
| URI | B | -0.55% | |
| DAL | C | -0.55% | |
| MPC | F | -0.55% | |
| HOOD | C | -0.53% | |
| VLO | F | -0.53% | |
| AER | C | -0.51% | |
| CCEP | C | -0.49% | |
| STLA | F | -0.4% | |
| DOC | B | -0.4% | |
| F | F | -0.36% |
JPME: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Packaged Foods
Oil & Gas E&P
Banks - Regional - US
Biotechnology
Diversified Industrials
Medical Instruments & Supplies
REIT - Retail
Specialty Chemicals
Communication Equipment
Credit Services
Diagnostics & Research
Information Technology Services
Medical Care
Packaging & Containers
REIT - Diversified
REIT - Residential
Semiconductors
Software - Application
Building Materials
WLDR: Top Represented Industries & Keywords
Industries:
Auto Manufacturers
Health Care Plans
Oil & Gas Refining & Marketing
Residential Construction
Specialty Retail
Airlines
Asset Management
Computer Systems
Drug Manufacturers - Specialty & Generic
Grocery Stores
Information Technology Services
Insurance - Reinsurance
Medical Distribution
Software - Application
Software - Infrastructure
Steel
Advertising Agencies
Airports & Air Services
Banks - Global
Beverages - Brewers
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