JPME vs. XJH ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) to iShares ESG Screened S&P Mid-Cap ETF (XJH)

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

$108.81

Average Daily Volume

10,059

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$44.30

Average Daily Volume

13,025

Number of Holdings ^*

353

* may have additional holdings in another (foreign) market

Performance

Period	JPME	XJH
30 Days	3.84%	4.58%
60 Days	4.75%	5.23%
90 Days	6.36%	5.65%
12 Months	28.81%	28.94%

119 Overlapping Holdings

Symbol	Grade	Weight in JPME	Weight in XJH	Overlap
ACHC	F	0.17%	0.14%	0.14%
AFG	A	0.19%	0.39%	0.19%
ALLY	C	0.11%	0.37%	0.11%
AM	A	0.4%	0.19%	0.19%
AMH	C	0.26%	0.45%	0.26%
AN	C	0.32%	0.17%	0.17%
ASH	F	0.26%	0.14%	0.14%
ATR	B	0.01%	0.44%	0.01%
AVT	C	0.14%	0.18%	0.14%
AYI	B	0.09%	0.38%	0.09%
BRBR	A	0.36%	0.35%	0.35%
BRKR	D	0.2%	0.23%	0.2%
BRX	A	0.4%	0.33%	0.33%
BYD	B	0.27%	0.19%	0.19%
CASY	A	0.41%	0.57%	0.41%
CHE	D	0.33%	0.32%	0.32%
CIEN	C	0.51%	0.38%	0.38%
CLF	F	0.28%	0.21%	0.21%
CLH	C	0.41%	0.48%	0.41%
CNM	D	0.35%	0.31%	0.31%
CNXC	F	0.06%	0.07%	0.06%
COKE	C	0.34%	0.27%	0.27%
CR	A	0.05%	0.32%	0.05%
CRI	F	0.04%	0.07%	0.04%
CROX	D	0.22%	0.22%	0.22%
CRUS	D	0.27%	0.21%	0.21%
CSL	C	0.42%	0.78%	0.42%
CUBE	C	0.35%	0.41%	0.35%
CUZ	B	0.15%	0.18%	0.15%
CXT	C	0.1%	0.1%	0.1%
DINO	D	0.35%	0.26%	0.26%
DLB	B	0.22%	0.17%	0.17%
DTM	A	0.5%	0.36%	0.36%
EGP	D	0.23%	0.31%	0.23%
EHC	B	0.42%	0.39%	0.39%
EME	A	0.38%	0.88%	0.38%
EPR	C	0.33%	0.13%	0.13%
EXEL	B	0.43%	0.38%	0.38%
EXP	B	0.21%	0.39%	0.21%
FBIN	D	0.32%	0.35%	0.32%
FLO	D	0.26%	0.16%	0.16%
FNB	A	0.07%	0.22%	0.07%
FNF	B	0.18%	0.59%	0.18%
FR	D	0.23%	0.26%	0.23%
FYBR	C	0.37%	0.29%	0.29%
GGG	B	0.35%	0.57%	0.35%
GLPI	C	0.36%	0.5%	0.36%
GNTX	C	0.3%	0.26%	0.26%
HOG	D	0.02%	0.15%	0.02%
HRB	D	0.33%	0.31%	0.31%
HXL	F	0.05%	0.19%	0.05%
INGR	C	0.42%	0.37%	0.37%
IRDM	D	0.24%	0.13%	0.13%
ITT	A	0.17%	0.47%	0.17%
JAZZ	B	0.26%	0.29%	0.26%
JEF	A	0.49%	0.45%	0.45%
JLL	D	0.38%	0.47%	0.38%
KRC	B	0.29%	0.16%	0.16%
LAMR	C	0.39%	0.42%	0.39%
LECO	C	0.3%	0.44%	0.3%
LITE	B	0.4%	0.22%	0.22%
LPX	B	0.27%	0.27%	0.27%
LSTR	D	0.3%	0.25%	0.25%
M	F	0.14%	0.16%	0.14%
MANH	D	0.37%	0.65%	0.37%
MEDP	D	0.28%	0.32%	0.28%
MSM	C	0.33%	0.15%	0.15%
MTG	C	0.37%	0.24%	0.24%
NBIX	C	0.25%	0.47%	0.25%
NEU	D	0.3%	0.16%	0.16%
NNN	C	0.22%	0.29%	0.22%
NSA	C	0.09%	0.11%	0.09%
NVST	B	0.05%	0.13%	0.05%
NVT	B	0.18%	0.46%	0.18%
NXST	C	0.36%	0.19%	0.19%
OC	A	0.41%	0.64%	0.41%
OHI	C	0.38%	0.39%	0.38%
ORI	A	0.4%	0.33%	0.33%
PAG	B	0.35%	0.12%	0.12%
PB	B	0.07%	0.3%	0.07%
PK	C	0.33%	0.12%	0.12%
POST	C	0.35%	0.19%	0.19%
PPC	C	0.42%	0.08%	0.08%
PRI	B	0.22%	0.38%	0.22%
R	B	0.27%	0.27%	0.27%
REXR	F	0.18%	0.34%	0.18%
RGA	A	0.41%	0.57%	0.41%
RGLD	C	0.29%	0.35%	0.29%
RPM	A	0.41%	0.66%	0.41%
RS	B	0.37%	0.64%	0.37%
RYN	D	0.14%	0.15%	0.14%
SAM	C	0.28%	0.11%	0.11%
SCI	B	0.15%	0.46%	0.15%
SLGN	A	0.1%	0.17%	0.1%
SLM	A	0.17%	0.2%	0.17%
SMG	C	0.25%	0.12%	0.12%
SNX	D	0.28%	0.33%	0.28%
SON	F	0.14%	0.19%	0.14%
STAG	D	0.28%	0.25%	0.25%
STWD	C	0.23%	0.23%	0.23%
THC	D	0.4%	0.59%	0.4%
THO	B	0.13%	0.22%	0.13%
TKR	D	0.35%	0.18%	0.18%
TNL	A	0.07%	0.14%	0.07%
TOL	B	0.42%	0.6%	0.42%
TXRH	B	0.43%	0.5%	0.43%
UGI	C	0.37%	0.19%	0.19%
UNM	A	0.5%	0.45%	0.45%
USFD	A	0.43%	0.61%	0.43%
UTHR	C	0.42%	0.65%	0.42%
VVV	D	0.36%	0.21%	0.21%
WEN	D	0.13%	0.12%	0.12%
WLK	D	0.31%	0.16%	0.16%
WPC	C	0.22%	0.45%	0.22%
WSM	C	0.31%	0.63%	0.31%
WU	F	0.04%	0.1%	0.04%
X	B	0.33%	0.31%	0.31%
XRAY	F	0.09%	0.14%	0.09%
ZION	B	0.09%	0.33%	0.09%

JPME Overweight 219 Positions Relative to XJH

Symbol	Grade	Weight
APP	B	1.27%
VST	A	0.71%
ALSN	B	0.51%
SYF	B	0.51%
TRGP	A	0.49%
KMI	A	0.48%
AMP	A	0.48%
CMI	A	0.47%
WMB	A	0.47%
PWR	A	0.46%
OMF	A	0.45%
OKE	A	0.45%
NRG	B	0.45%
IP	A	0.45%
ETR	B	0.45%
CBRE	B	0.44%
LNG	A	0.44%
TPL	A	0.44%
SNA	A	0.44%
GRMN	B	0.44%
TPR	B	0.43%
FCNCA	A	0.43%
GWW	B	0.43%
HUBB	B	0.43%
ATO	A	0.42%
STLD	B	0.42%
KR	B	0.42%
TAP	C	0.42%
CF	A	0.41%
MRO	B	0.41%
HBAN	A	0.41%
NI	A	0.41%
SPG	A	0.41%
PEG	A	0.41%
XEL	A	0.41%
LDOS	C	0.41%
FAST	B	0.41%
PKG	A	0.41%
EVRG	A	0.4%
CACI	D	0.4%
OGE	A	0.4%
CAH	B	0.4%
PR	B	0.4%
PFGC	B	0.4%
PCG	A	0.39%
DGX	A	0.39%
WEC	A	0.39%
AME	A	0.39%
TYL	B	0.39%
IRM	C	0.39%
PNW	A	0.39%
COR	B	0.39%
EMN	C	0.39%
PPL	A	0.39%
ESI	B	0.39%
CHTR	C	0.39%
JNPR	D	0.38%
VTRS	A	0.38%
IT	C	0.38%
AFL	B	0.38%
DECK	A	0.38%
K	A	0.38%
DVA	C	0.38%
LNT	A	0.38%
FANG	C	0.38%
HIG	B	0.38%
AVB	B	0.38%
DTE	C	0.37%
REG	A	0.37%
NVR	D	0.37%
SPB	C	0.37%
ROKU	D	0.37%
AJG	A	0.37%
CMS	C	0.37%
PHM	D	0.37%
RMD	C	0.36%
LEN	D	0.36%
EIX	B	0.36%
DKS	D	0.36%
NFG	A	0.36%
TSN	B	0.36%
KIM	A	0.36%
CLX	A	0.35%
ED	C	0.35%
FE	C	0.35%
SSNC	B	0.35%
CBOE	C	0.35%
TSCO	D	0.34%
ANSS	B	0.34%
BLDR	D	0.34%
NTAP	C	0.34%
HPE	B	0.34%
KVUE	A	0.33%
CTRA	B	0.33%
DHI	F	0.33%
UHS	D	0.33%
VICI	C	0.33%
GEN	B	0.33%
CHD	A	0.33%
BG	D	0.33%
STE	D	0.32%
LH	B	0.32%
CPB	D	0.32%
JBL	C	0.32%
HST	C	0.32%
GIS	D	0.32%
HOLX	D	0.32%
ESS	B	0.31%
ROST	D	0.31%
WY	F	0.31%
EG	C	0.31%
RBC	A	0.31%
MTB	A	0.31%
NUE	C	0.31%
CAG	F	0.31%
MAS	D	0.31%
LYB	F	0.31%
HIW	C	0.3%
AVY	F	0.3%
BPOP	C	0.3%
ACI	C	0.3%
AR	B	0.3%
HPQ	B	0.3%
CTVA	C	0.3%
DOX	D	0.3%
EQR	C	0.29%
A	D	0.29%
IFF	D	0.29%
MOS	F	0.29%
SJM	D	0.29%
MOH	F	0.29%
RRC	B	0.29%
HSIC	C	0.29%
BBY	D	0.29%
ADM	D	0.29%
VEEV	C	0.28%
EXC	C	0.28%
SAIC	F	0.28%
IQV	F	0.28%
MKC	C	0.28%
OMC	C	0.28%
OLN	F	0.28%
WST	C	0.28%
AOS	F	0.28%
PAYX	B	0.27%
DVN	F	0.27%
OVV	B	0.27%
MPWR	F	0.27%
INCY	C	0.27%
FRPT	A	0.27%
SYY	D	0.27%
TER	F	0.27%
HRL	D	0.26%
DRI	B	0.26%
CDW	F	0.26%
MAA	B	0.25%
CNC	D	0.25%
UI	B	0.25%
QGEN	D	0.25%
RVTY	F	0.25%
L	A	0.25%
HAL	C	0.25%
CWEN	C	0.24%
SWKS	F	0.24%
AGO	B	0.24%
ON	D	0.24%
IDA	A	0.24%
MGM	D	0.23%
EXPD	C	0.22%
HUN	F	0.22%
MCHP	F	0.21%
HSY	F	0.21%
RPRX	D	0.21%
FMC	D	0.21%
CPT	B	0.2%
FITB	B	0.19%
CE	F	0.19%
GLW	B	0.18%
REYN	D	0.18%
FRT	B	0.18%
BKR	A	0.18%
RF	A	0.17%
KEYS	A	0.17%
BRO	B	0.17%
ELAN	D	0.16%
AXS	A	0.15%
APA	D	0.14%
PINC	B	0.14%
DFS	B	0.14%
BAH	F	0.14%
POOL	C	0.13%
TXT	D	0.13%
WTM	A	0.13%
BWA	D	0.13%
AKAM	D	0.12%
QRVO	F	0.12%
CFG	B	0.11%
KEY	B	0.1%
ACGL	C	0.1%
LBRDK	C	0.09%
TFX	F	0.08%
GEHC	D	0.07%
RHI	C	0.07%
CMA	B	0.07%
TECH	F	0.06%
NDSN	B	0.06%
GO	C	0.06%
IEX	C	0.05%
PFG	D	0.05%
BIIB	F	0.04%
VIRT	A	0.04%
IPG	D	0.03%
ADTN	A	0.03%
FTRE	D	0.03%
PAYC	B	0.03%
AEE	A	0.02%
KSS	F	0.01%
CC	C	0.0%
CNA	C	0.0%

JPME Underweight 234 Positions Relative to XJH

Symbol	Grade	Weight
ILMN	C	-0.85%
LII	A	-0.75%
IBKR	A	-0.73%
WSO	A	-0.69%
XPO	B	-0.65%
BURL	B	-0.64%
DT	D	-0.61%
FIX	A	-0.59%
COHR	B	-0.58%
PSTG	D	-0.58%
SFM	A	-0.54%
EWBC	A	-0.54%
ACM	B	-0.54%
AVTR	F	-0.54%
SAIA	B	-0.54%
CW	C	-0.52%
RNR	C	-0.51%
ELS	C	-0.5%
BMRN	F	-0.47%
DUOL	A	-0.46%
EQH	C	-0.45%
SF	B	-0.45%
BJ	A	-0.44%
RRX	B	-0.43%
FHN	A	-0.41%
BLD	D	-0.41%
TTEK	F	-0.41%
FND	D	-0.41%
KNSL	B	-0.4%
GME	C	-0.4%
AA	A	-0.4%
EVR	B	-0.4%
CCK	D	-0.4%
ARMK	B	-0.39%
WBS	A	-0.39%
WWD	C	-0.39%
CHDN	B	-0.39%
AIT	B	-0.39%
SRPT	F	-0.39%
LAD	A	-0.38%
WING	D	-0.37%
HLI	A	-0.37%
NLY	C	-0.37%
MUSA	B	-0.37%
PNFP	B	-0.36%
TPX	B	-0.36%
WTRG	B	-0.36%
GMED	A	-0.35%
WMS	F	-0.35%
DCI	B	-0.35%
WCC	B	-0.35%
PCTY	C	-0.34%
AXTA	B	-0.34%
AAON	B	-0.34%
CFR	B	-0.34%
KNX	C	-0.34%
PEN	B	-0.34%
WTFC	A	-0.33%
NYT	D	-0.33%
CBSH	B	-0.32%
MTZ	B	-0.32%
GPK	C	-0.32%
TTC	C	-0.32%
SSB	B	-0.31%
ONTO	F	-0.31%
PLNT	A	-0.31%
SKX	D	-0.31%
LNW	F	-0.31%
HQY	A	-0.31%
VOYA	B	-0.3%
SEIC	B	-0.3%
SNV	C	-0.3%
UFPI	C	-0.3%
BERY	C	-0.29%
ADC	A	-0.29%
MKSI	C	-0.29%
WH	B	-0.29%
TREX	C	-0.29%
SSD	F	-0.29%
FLS	B	-0.29%
RLI	A	-0.28%
MIDD	C	-0.28%
TMHC	C	-0.28%
EXLS	B	-0.28%
MTSI	B	-0.28%
OLED	F	-0.28%
ANF	F	-0.28%
G	B	-0.28%
RGEN	D	-0.28%
WEX	D	-0.28%
CVLT	B	-0.28%
KEX	B	-0.28%
MASI	B	-0.27%
H	B	-0.27%
GTLS	A	-0.27%
GXO	B	-0.27%
ALV	C	-0.27%
ESAB	C	-0.27%
RYAN	A	-0.27%
OSK	C	-0.27%
MSA	F	-0.26%
HALO	F	-0.26%
CMC	B	-0.26%
VMI	B	-0.26%
VNO	C	-0.26%
FCN	F	-0.26%
CGNX	D	-0.26%
ELF	C	-0.26%
ONB	C	-0.26%
LSCC	D	-0.26%
DOCS	C	-0.25%
COLB	B	-0.25%
DAR	C	-0.25%
KD	B	-0.25%
AZPN	A	-0.25%
DBX	B	-0.25%
FAF	A	-0.25%
MTN	C	-0.25%
WHR	B	-0.24%
HR	B	-0.24%
NOV	C	-0.24%
GBCI	B	-0.24%
CYTK	F	-0.24%
CBT	D	-0.23%
VNT	C	-0.23%
SIGI	C	-0.23%
NOVT	D	-0.23%
ARW	D	-0.23%
WFRD	D	-0.23%
LFUS	D	-0.23%
ALTR	B	-0.23%
UBSI	B	-0.22%
HOMB	A	-0.22%
AGCO	D	-0.22%
RMBS	B	-0.22%
JHG	B	-0.22%
WTS	B	-0.22%
PVH	C	-0.22%
THG	A	-0.22%
KRG	B	-0.22%
CHX	C	-0.22%
ESNT	F	-0.22%
CADE	B	-0.21%
UMBF	B	-0.21%
QLYS	B	-0.21%
AMG	B	-0.21%
LNTH	D	-0.21%
ALTM	B	-0.21%
OLLI	D	-0.21%
KBH	D	-0.21%
FFIN	B	-0.2%
KNF	B	-0.2%
BC	C	-0.2%
APPF	B	-0.2%
GATX	A	-0.2%
LEA	F	-0.2%
BDC	C	-0.19%
GAP	C	-0.19%
ST	F	-0.19%
EXPO	D	-0.19%
ROIV	C	-0.19%
OZK	B	-0.19%
HWC	B	-0.19%
HAE	C	-0.18%
AVNT	B	-0.18%
IRT	A	-0.18%
NJR	A	-0.18%
WMG	D	-0.18%
VLY	B	-0.18%
LOPE	C	-0.18%
RH	C	-0.18%
FIVE	F	-0.18%
MMS	F	-0.18%
EEFT	B	-0.17%
SWX	B	-0.17%
TCBI	C	-0.16%
ASGN	F	-0.16%
BCO	F	-0.16%
CELH	F	-0.16%
OGS	A	-0.16%
SBRA	C	-0.16%
KMPR	A	-0.16%
ORA	B	-0.16%
IBOC	B	-0.15%
ENS	F	-0.15%
ASB	B	-0.15%
CNO	B	-0.15%
OPCH	D	-0.14%
SR	A	-0.14%
FHI	B	-0.13%
VAL	F	-0.13%
BLKB	B	-0.13%
CDP	C	-0.13%
SLAB	F	-0.13%
TEX	F	-0.13%
PII	F	-0.13%
POWI	F	-0.13%
LANC	C	-0.13%
ZI	D	-0.12%
ALGM	D	-0.12%
PBF	D	-0.12%
BHF	C	-0.12%
GHC	B	-0.12%
FLG	D	-0.12%
CHH	A	-0.12%
YETI	D	-0.12%
COLM	C	-0.11%
COTY	F	-0.11%
LIVN	F	-0.11%
TDC	D	-0.11%
NEOG	F	-0.11%
AMKR	D	-0.11%
AMED	F	-0.11%
SYNA	C	-0.11%
VAC	C	-0.11%
PCH	F	-0.11%
MAN	F	-0.11%
ENOV	C	-0.1%
VC	F	-0.1%
ARWR	D	-0.1%
GT	C	-0.1%
NSP	F	-0.1%
HGV	C	-0.1%
CPRI	F	-0.09%
IPGP	D	-0.08%
AZTA	D	-0.08%
JWN	D	-0.08%
RCM	A	-0.08%
GEF	A	-0.07%
CAR	C	-0.07%
VSH	F	-0.07%
UAA	C	-0.07%
UA	C	-0.05%
MAGN	D	-0.01%