JPUS vs. BIV ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to Vanguard Intermediate-Term Bond ETF (BIV)

JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPUS Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in 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. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

Grade (RS Rating)

Last Trade

$122.50

Average Daily Volume

6,905

Number of Holdings ^*

355

* may have additional holdings in another (foreign) market

BIV

Vanguard Intermediate-Term Bond ETF

BIV Description

The investment seeks the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index. This Index includes all medium and larger issues of U.S. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. All of the fund's investments will be selected through the sampling process, and at least 80% of the fund's assets will be invested in bonds held in the index.

Grade (RS Rating)

Last Trade

$75.41

Average Daily Volume

1,217,456

Number of Holdings ^*

484

* may have additional holdings in another (foreign) market

Performance

Period	JPUS	BIV
30 Days	2.72%	-0.77%
60 Days	2.86%	-3.28%
90 Days	5.12%	-2.32%
12 Months	27.89%	6.35%

219 Overlapping Holdings

Symbol	Grade	Weight in JPUS	Weight in BIV	Overlap
AAPL	C	0.36%	0.01%	0.01%
ABBV	D	0.33%	0.05%	0.05%
ABT	B	0.31%	0.01%	0.01%
ACGL	D	0.31%	0.01%	0.01%
ADBE	C	0.05%	0.02%	0.02%
ADI	D	0.35%	0.02%	0.02%
ADM	D	0.34%	0.02%	0.02%
AEP	D	0.31%	0.01%	0.01%
AFG	A	0.06%	0.01%	0.01%
AFL	B	0.38%	0.01%	0.01%
AGO	B	0.05%	0.01%	0.01%
AMAT	F	0.31%	0.01%	0.01%
AMGN	D	0.35%	0.01%	0.01%
APH	A	0.42%	0.01%	0.01%
ATO	A	0.16%	0.01%	0.01%
AVB	B	0.31%	0.01%	0.01%
AVGO	D	0.38%	0.01%	0.01%
AVY	D	0.26%	0.01%	0.01%
AZO	C	0.35%	0.01%	0.01%
BAC	A	0.31%	0.01%	0.01%
BBY	D	0.24%	0.01%	0.01%
BDX	F	0.19%	0.01%	0.01%
BG	F	0.34%	0.01%	0.01%
BKNG	A	0.18%	0.01%	0.01%
BMY	B	0.25%	0.01%	0.01%
BRX	A	0.37%	0.01%	0.01%
CAG	D	0.32%	0.02%	0.02%
CAH	B	0.36%	0.03%	0.03%
CARR	D	0.09%	0.02%	0.02%
CAT	B	0.28%	0.01%	0.01%
CB	C	0.27%	0.03%	0.03%
CBOE	B	0.25%	0.01%	0.01%
CCI	D	0.16%	0.01%	0.01%
CE	F	0.2%	0.01%	0.01%
CFG	B	0.07%	0.01%	0.01%
CHD	B	0.34%	0.01%	0.01%
CHTR	C	0.4%	0.02%	0.02%
CI	F	0.35%	0.01%	0.01%
CLX	B	0.35%	0.01%	0.01%
CMCSA	B	0.42%	0.01%	0.01%
CMI	A	0.42%	0.01%	0.01%
CMS	C	0.28%	0.01%	0.01%
COF	B	0.45%	0.01%	0.01%
COP	C	0.28%	0.01%	0.01%
CPB	D	0.33%	0.02%	0.02%
CPT	B	0.17%	0.01%	0.01%
CSL	C	0.17%	0.01%	0.01%
CSX	B	0.13%	0.01%	0.01%
CTVA	C	0.3%	0.01%	0.01%
CUBE	D	0.35%	0.01%	0.01%
CVS	D	0.36%	0.01%	0.01%
CVX	A	0.35%	0.01%	0.01%
D	C	0.34%	0.01%	0.01%
DFS	B	0.13%	0.02%	0.02%
DGX	A	0.36%	0.01%	0.01%
DHI	D	0.33%	0.01%	0.01%
DHR	F	0.27%	0.01%	0.01%
DOW	F	0.26%	0.01%	0.01%
DOX	D	0.24%	0.02%	0.02%
DRI	B	0.24%	0.01%	0.01%
DTE	C	0.3%	0.01%	0.01%
DUK	C	0.36%	0.01%	0.01%
DVN	F	0.1%	0.01%	0.01%
EA	A	0.19%	0.02%	0.02%
ECL	D	0.29%	0.01%	0.01%
ED	D	0.34%	0.01%	0.01%
EIX	B	0.36%	0.01%	0.01%
EMN	D	0.32%	0.01%	0.01%
EOG	A	0.32%	0.02%	0.02%
EPR	D	0.17%	0.01%	0.01%
EQR	B	0.2%	0.01%	0.01%
ESS	B	0.37%	0.01%	0.01%
ETN	A	0.43%	0.02%	0.02%
ETR	B	0.46%	0.01%	0.01%
EVRG	A	0.34%	0.01%	0.01%
EXC	C	0.31%	0.01%	0.01%
FANG	D	0.39%	0.01%	0.01%
FITB	A	0.31%	0.01%	0.01%
FLO	D	0.21%	0.01%	0.01%
FNF	B	0.35%	0.01%	0.01%
FRT	B	0.09%	0.01%	0.01%
GD	F	0.36%	0.02%	0.02%
GILD	C	0.35%	0.01%	0.01%
GIS	D	0.33%	0.01%	0.01%
GLPI	C	0.34%	0.01%	0.01%
GOOGL	C	0.11%	0.02%	0.02%
HBAN	A	0.33%	0.01%	0.01%
HCA	F	0.34%	0.02%	0.02%
HIG	B	0.39%	0.02%	0.02%
HIW	D	0.15%	0.01%	0.01%
HRB	D	0.36%	0.01%	0.01%
HRL	D	0.35%	0.01%	0.01%
HST	C	0.4%	0.02%	0.02%
HSY	F	0.26%	0.01%	0.01%
HUBB	B	0.35%	0.01%	0.01%
HUN	F	0.16%	0.01%	0.01%
IBM	C	0.3%	0.01%	0.01%
IFF	D	0.21%	0.01%	0.01%
INGR	B	0.42%	0.01%	0.01%
INTU	C	0.36%	0.01%	0.01%
IPG	D	0.15%	0.01%	0.01%
ITW	B	0.34%	0.01%	0.01%
JEF	A	0.3%	0.01%	0.01%
JNPR	F	0.38%	0.01%	0.01%
K	A	0.38%	0.01%	0.01%
KDP	D	0.26%	0.01%	0.01%
KEY	B	0.06%	0.01%	0.01%
KIM	A	0.33%	0.01%	0.01%
KLAC	D	0.32%	0.02%	0.02%
KMB	D	0.34%	0.01%	0.01%
KMI	A	0.48%	0.01%	0.01%
KO	D	0.33%	0.01%	0.01%
KR	B	0.43%	0.01%	0.01%
KRC	C	0.16%	0.01%	0.01%
KSS	F	0.01%	0.01%	0.01%
LDOS	C	0.22%	0.02%	0.02%
LEG	F	0.02%	0.01%	0.01%
LEN	D	0.36%	0.01%	0.01%
LH	C	0.28%	0.01%	0.01%
LIN	D	0.28%	0.01%	0.01%
LLY	F	0.33%	0.01%	0.01%
LMT	D	0.36%	0.02%	0.02%
LOW	D	0.37%	0.01%	0.01%
LRCX	F	0.26%	0.02%	0.02%
LYB	F	0.31%	0.01%	0.01%
MAA	B	0.21%	0.01%	0.01%
MAS	D	0.3%	0.01%	0.01%
MDLZ	F	0.33%	0.01%	0.01%
MDT	D	0.23%	0.01%	0.01%
MMC	B	0.05%	0.02%	0.02%
MO	A	0.39%	0.01%	0.01%
MOS	F	0.17%	0.02%	0.02%
MPC	D	0.36%	0.01%	0.01%
MRK	F	0.26%	0.02%	0.02%
MRO	B	0.37%	0.02%	0.02%
MSFT	F	0.35%	0.1%	0.1%
MSI	B	0.43%	0.01%	0.01%
NEM	D	0.18%	0.02%	0.02%
NEU	C	0.18%	0.01%	0.01%
NFG	A	0.3%	0.01%	0.01%
NI	A	0.41%	0.02%	0.02%
NKE	D	0.06%	0.01%	0.01%
NNN	D	0.16%	0.01%	0.01%
NTAP	C	0.31%	0.01%	0.01%
NUE	C	0.3%	0.01%	0.01%
NVDA	C	0.45%	0.03%	0.03%
NVR	D	0.38%	0.01%	0.01%
OC	A	0.34%	0.01%	0.01%
OGE	B	0.36%	0.01%	0.01%
OHI	C	0.38%	0.01%	0.01%
ORCL	B	0.41%	0.01%	0.01%
ORLY	B	0.37%	0.01%	0.01%
PEG	A	0.41%	0.01%	0.01%
PEP	F	0.34%	0.01%	0.01%
PFG	D	0.1%	0.01%	0.01%
PG	A	0.36%	0.01%	0.01%
PGR	A	0.39%	0.02%	0.02%
PH	A	0.39%	0.02%	0.02%
PHM	D	0.38%	0.01%	0.01%
PKG	A	0.3%	0.01%	0.01%
PLD	D	0.01%	0.01%	0.01%
PM	B	0.39%	0.01%	0.01%
PNW	B	0.39%	0.01%	0.01%
PRU	A	0.1%	0.01%	0.01%
PSA	D	0.34%	0.01%	0.01%
PSX	C	0.35%	0.01%	0.01%
PWR	A	0.46%	0.01%	0.01%
QCOM	F	0.3%	0.02%	0.02%
R	B	0.18%	0.01%	0.01%
REG	B	0.38%	0.01%	0.01%
REGN	F	0.26%	0.02%	0.02%
RF	A	0.09%	0.01%	0.01%
RGA	A	0.17%	0.01%	0.01%
ROST	C	0.23%	0.01%	0.01%
RPM	A	0.28%	0.01%	0.01%
RS	B	0.38%	0.01%	0.01%
RSG	A	0.4%	0.01%	0.01%
SJM	D	0.21%	0.01%	0.01%
SNX	C	0.24%	0.01%	0.01%
SO	D	0.37%	0.01%	0.01%
SON	D	0.01%	0.01%	0.01%
SPG	B	0.41%	0.01%	0.01%
SRE	A	0.37%	0.01%	0.01%
STE	F	0.25%	0.01%	0.01%
STLD	B	0.38%	0.01%	0.01%
STT	A	0.13%	0.01%	0.01%
STZ	D	0.31%	0.01%	0.01%
SWKS	F	0.14%	0.01%	0.01%
SYF	B	0.52%	0.02%	0.02%
SYK	C	0.28%	0.02%	0.02%
SYY	B	0.36%	0.02%	0.02%
T	A	0.4%	0.01%	0.01%
TGT	F	0.24%	0.01%	0.01%
TJX	A	0.34%	0.01%	0.01%
TKR	D	0.19%	0.01%	0.01%
TMO	F	0.15%	0.01%	0.01%
TMUS	B	0.47%	0.04%	0.04%
TSCO	D	0.34%	0.01%	0.01%
TSN	B	0.37%	0.03%	0.03%
UHS	D	0.33%	0.02%	0.02%
UNH	C	0.34%	0.01%	0.01%
UNM	A	0.51%	0.01%	0.01%
UNP	C	0.27%	0.01%	0.01%
USB	A	0.11%	0.01%	0.01%
VLO	C	0.4%	0.01%	0.01%
VTR	C	0.25%	0.01%	0.01%
VTRS	A	0.23%	0.02%	0.02%
VZ	C	0.38%	0.01%	0.01%
WEC	A	0.34%	0.01%	0.01%
WELL	A	0.4%	0.01%	0.01%
WLK	D	0.32%	0.01%	0.01%
WM	A	0.41%	0.01%	0.01%
WMB	A	0.41%	0.01%	0.01%
WPC	D	0.21%	0.01%	0.01%
WU	D	0.11%	0.01%	0.01%
WY	D	0.31%	0.02%	0.02%
XEL	A	0.36%	0.01%	0.01%
XOM	B	0.41%	0.01%	0.01%
ZTS	D	0.27%	0.01%	0.01%

JPUS Overweight 136 Positions Relative to BIV

Symbol	Grade	Weight
VST	B	0.64%
CIEN	B	0.52%
TRGP	B	0.5%
ANET	C	0.47%
NRG	B	0.46%
PFGC	B	0.46%
IP	B	0.46%
MCK	B	0.46%
USFD	A	0.44%
TAP	C	0.43%
GWW	B	0.43%
FCNCA	A	0.43%
GRMN	B	0.43%
CEG	D	0.42%
ALSN	B	0.42%
TOL	B	0.42%
META	D	0.42%
UTHR	C	0.42%
CSCO	B	0.41%
JLL	D	0.41%
CLH	B	0.41%
CASY	A	0.41%
THC	D	0.4%
BRK.A	B	0.39%
KVUE	A	0.39%
IRM	D	0.39%
LAMR	D	0.39%
PPL	B	0.39%
COR	B	0.39%
FAST	B	0.39%
AM	A	0.38%
DVA	B	0.37%
FYBR	D	0.37%
VRTX	F	0.37%
CTSH	B	0.37%
NXST	C	0.36%
SCCO	F	0.36%
DKS	C	0.36%
MTG	C	0.35%
CTRA	B	0.35%
POST	C	0.35%
PAG	B	0.34%
KHC	F	0.34%
FE	C	0.34%
LNG	B	0.34%
BLDR	D	0.34%
CDNS	B	0.33%
VICI	C	0.33%
X	C	0.33%
BAH	F	0.32%
IT	C	0.32%
ACN	C	0.32%
CL	D	0.32%
CF	B	0.32%
ACI	C	0.31%
UGI	A	0.31%
WSM	B	0.31%
AOS	F	0.3%
ESI	A	0.3%
HPE	B	0.3%
ORI	A	0.3%
AMP	A	0.29%
HOLX	D	0.28%
GNTX	C	0.28%
EG	C	0.28%
SPB	C	0.27%
WST	C	0.27%
OLN	D	0.26%
ELV	F	0.26%
DINO	D	0.26%
FCX	D	0.25%
MSM	C	0.25%
ITT	A	0.24%
SAM	C	0.24%
PK	B	0.24%
ALLY	C	0.24%
BRBR	A	0.24%
RVTY	F	0.23%
PR	B	0.23%
APO	B	0.23%
STAG	F	0.23%
GEHC	F	0.22%
OMF	A	0.22%
EXP	A	0.21%
COKE	C	0.21%
PPC	C	0.21%
CNM	D	0.21%
BPOP	B	0.21%
GAP	C	0.2%
F	C	0.19%
MEDP	D	0.19%
ASH	D	0.19%
CLF	F	0.18%
STWD	C	0.18%
SCI	B	0.18%
M	D	0.18%
UI	A	0.17%
RHI	B	0.17%
DTM	B	0.17%
FR	C	0.16%
CHE	D	0.16%
CACI	D	0.14%
MOH	F	0.14%
FBIN	D	0.12%
WRB	A	0.12%
VIRT	B	0.12%
SLM	A	0.11%
VVV	F	0.11%
CRUS	D	0.1%
OXY	D	0.1%
SMG	D	0.1%
LOPE	B	0.09%
RGLD	C	0.08%
SAIC	F	0.08%
LPX	B	0.08%
TNL	A	0.07%
RBC	A	0.07%
GEN	B	0.07%
RMD	C	0.07%
PCAR	B	0.06%
DLB	B	0.06%
EGP	F	0.06%
IRDM	D	0.06%
NSA	D	0.05%
CBRE	B	0.05%
CWEN	C	0.05%
RRC	B	0.05%
VLTO	D	0.04%
SSNC	B	0.04%
LSTR	D	0.04%
CRI	D	0.03%
FTRE	D	0.03%
HOG	D	0.03%
MNST	C	0.03%
IDA	A	0.02%
ROKU	D	0.0%

JPUS Underweight 265 Positions Relative to BIV

Symbol	Grade	Weight
WIT	A	-0.35%
DT	C	-0.11%
AXP	A	-0.05%
DD	D	-0.05%
BIIB	F	-0.04%
MS	A	-0.04%
WFC	A	-0.04%
KOF	F	-0.03%
DLTR	F	-0.03%
SLB	C	-0.03%
RJF	A	-0.03%
BWA	D	-0.03%
BMO	A	-0.03%
ESGR	B	-0.03%
NOW	A	-0.03%
BABA	D	-0.03%
LVS	C	-0.02%
INVH	D	-0.02%
EBAY	D	-0.02%
CTAS	B	-0.02%
BR	A	-0.02%
XRAY	F	-0.02%
QRVO	F	-0.02%
MET	A	-0.02%
MTB	A	-0.02%
HPQ	B	-0.02%
HAL	C	-0.02%
EFX	F	-0.02%
DAL	C	-0.02%
DXC	B	-0.02%
BC	C	-0.02%
CNO	A	-0.02%
ADP	B	-0.02%
CHRW	C	-0.02%
ARCC	A	-0.02%
AAP	C	-0.02%
AMG	B	-0.02%
TEL	B	-0.02%
VRSN	F	-0.02%
ZBH	C	-0.02%
TRMB	B	-0.02%
RL	B	-0.02%
DOC	D	-0.02%
MCD	D	-0.02%
DLR	B	-0.02%
MU	D	-0.02%
GSK	F	-0.02%
WAB	B	-0.02%
EXPE	B	-0.02%
PYPL	B	-0.02%
CRM	B	-0.02%
MPLX	A	-0.02%
ET	A	-0.02%
BSX	B	-0.02%
NWG	C	-0.02%
FOXA	B	-0.02%
NOC	D	-0.02%
GE	D	-0.02%
VOD	F	-0.02%
MUFG	B	-0.02%
AMZN	C	-0.02%
WTFC	A	-0.01%
SKT	B	-0.01%
REXR	F	-0.01%
SAVE	D	-0.01%
GBDC	C	-0.01%
ALLE	D	-0.01%
AXS	A	-0.01%
AVT	C	-0.01%
CMA	A	-0.01%
CBT	C	-0.01%
THG	A	-0.01%
TME	D	-0.01%
NOV	C	-0.01%
NDAQ	A	-0.01%
OGS	A	-0.01%
L	A	-0.01%
JCI	C	-0.01%
KMT	B	-0.01%
KMPR	B	-0.01%
EPRT	B	-0.01%
VNO	B	-0.01%
SNA	A	-0.01%
RNR	C	-0.01%
SF	B	-0.01%
PSEC	D	-0.01%
DOV	A	-0.01%
APTV	D	-0.01%
WBS	A	-0.01%
LII	A	-0.01%
OCSL	F	-0.01%
MCY	A	-0.01%
PDM	D	-0.01%
MP	B	-0.01%
KRG	B	-0.01%
FSK	A	-0.01%
LXP	D	-0.01%
OSK	B	-0.01%
MKL	A	-0.01%
OPI	F	-0.01%
BEN	C	-0.01%
BDN	C	-0.01%
AMH	D	-0.01%
WB	D	-0.01%
ZION	B	-0.01%
VRSK	A	-0.01%
VNT	B	-0.01%
SITC	D	-0.01%
SCS	C	-0.01%
SAFE	D	-0.01%
PPG	F	-0.01%
FMC	D	-0.01%
FLS	B	-0.01%
EW	C	-0.01%
ALL	A	-0.01%
BAX	D	-0.01%
AIZ	A	-0.01%
CME	A	-0.01%
AGR	B	-0.01%
CINF	A	-0.01%
AEE	A	-0.01%
ARW	D	-0.01%
ADC	B	-0.01%
BKU	A	-0.01%
AAT	B	-0.01%
NVT	B	-0.01%
MCO	B	-0.01%
GPC	D	-0.01%
GP	F	-0.01%
HR	C	-0.01%
HP	B	-0.01%
JD	D	-0.01%
IEX	B	-0.01%
GXO	B	-0.01%
FTNT	C	-0.01%
WTRG	B	-0.01%
RYN	D	-0.01%
ROK	B	-0.01%
SBRA	C	-0.01%
PRE	D	-0.01%
NHI	D	-0.01%
MLM	B	-0.01%
MHK	D	-0.01%
CNH	C	-0.01%
AYI	B	-0.01%
BRO	B	-0.01%
BNS	A	-0.01%
BKH	A	-0.01%
AAL	B	-0.01%
BERY	B	-0.01%
AMCR	D	-0.01%
CP	D	-0.01%
UDR	B	-0.01%
WBA	F	-0.01%
TD	F	-0.01%
SWX	B	-0.01%
VOYA	B	-0.01%
XYL	D	-0.01%
VMC	B	-0.01%
KEX	C	-0.01%
HPP	F	-0.01%
ILMN	D	-0.01%
FAF	A	-0.01%
EXR	D	-0.01%
DSS	F	-0.01%
MRVL	B	-0.01%
NSC	B	-0.01%
LNT	A	-0.01%
OMC	C	-0.01%
LAZ	B	-0.01%
NTRS	A	-0.01%
KEYS	A	-0.01%
HII	D	-0.01%
JBL	B	-0.01%
EMR	A	-0.01%
DE	A	-0.01%
FLEX	A	-0.01%
AL	B	-0.01%
CNP	B	-0.01%
ADSK	A	-0.01%
BIDU	F	-0.01%
APD	A	-0.01%
UPS	C	-0.01%
TXT	D	-0.01%
TT	A	-0.01%
SUI	D	-0.01%
VFC	C	-0.01%
RPRX	D	-0.01%
ROP	B	-0.01%
LNC	B	-0.01%
LEA	D	-0.01%
HUM	C	-0.01%
GL	B	-0.01%
HAS	D	-0.01%
H	B	-0.01%
ES	D	-0.01%
EL	F	-0.01%
CNA	B	-0.01%
AWK	D	-0.01%
AES	F	-0.01%
A	D	-0.01%
AN	C	-0.01%
TXN	C	-0.01%
SWK	D	-0.01%
SPGI	C	-0.01%
AZN	D	-0.01%
AER	B	-0.01%
BLK	C	-0.01%
BK	A	-0.01%
BHF	B	-0.01%
GPN	B	-0.01%
ICE	C	-0.01%
EQNR	D	-0.01%
EQIX	A	-0.01%
FDX	B	-0.01%
PAA	B	-0.01%
MKC	D	-0.01%
MA	C	-0.01%
MMM	D	-0.01%
O	D	-0.01%
NXPI	D	-0.01%
TDY	B	-0.01%
WEST	C	-0.01%
WHR	B	-0.01%
BXP	D	-0.01%
SBUX	A	-0.01%
AON	A	-0.01%
GM	B	-0.01%
EQH	B	-0.01%
FIS	C	-0.01%
EPD	A	-0.01%
DG	F	-0.01%
DB	D	-0.01%
OTIS	C	-0.01%
OKE	A	-0.01%
LHX	C	-0.01%
V	A	-0.01%
SHW	A	-0.01%
AMT	D	-0.01%
HON	B	-0.01%
JNJ	D	-0.01%
HD	A	-0.01%
MAR	B	-0.01%
LUV	C	-0.01%
TFC	A	-0.01%
PFE	D	-0.01%
SCHW	B	-0.01%
ARE	D	-0.01%
INTC	D	-0.01%
HES	B	-0.01%
PNC	B	-0.01%
DIS	B	-0.01%
AIG	B	-0.01%
WMT	A	-0.01%
DELL	C	-0.01%
NEE	D	-0.01%
COST	B	-0.01%
RTX	C	-0.01%
UAL	A	-0.01%
PCG	A	-0.01%
GS	A	-0.01%
JPM	A	-0.01%
HSBC	B	-0.01%
BA	F	-0.01%
C	A	-0.01%