JPUS vs. SCHM ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to Schwab U.S. Mid Cap ETF (SCHM)
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

$119.39

Average Daily Volume

7,310

Number of Holdings *

354

* may have additional holdings in another (foreign) market
SCHM

Schwab U.S. Mid Cap ETF

SCHM Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Grade (RS Rating)

Last Trade

$83.10

Average Daily Volume

303,955

Number of Holdings *

477

* may have additional holdings in another (foreign) market
Performance
Period JPUS SCHM
30 Days 2.78% 3.04%
60 Days 5.63% 3.43%
90 Days 9.88% 7.18%
12 Months 28.71% 24.28%
121 Overlapping Holdings
Symbol Grade Weight in JPUS Weight in SCHM Overlap
ACI F 0.29% 0.18% 0.18%
AFG C 0.06% 0.21% 0.06%
ALLY F 0.22% 0.21% 0.21%
AM B 0.36% 0.12% 0.12%
AOS B 0.33% 0.23% 0.23%
ASH F 0.15% 0.1% 0.1%
AVY C 0.15% 0.42% 0.15%
BAH B 0.32% 0.48% 0.32%
BG F 0.36% 0.32% 0.32%
BPOP C 0.22% 0.17% 0.17%
BRX C 0.38% 0.2% 0.2%
CACI B 0.14% 0.26% 0.14%
CASY D 0.36% 0.33% 0.33%
CBOE C 0.29% 0.52% 0.29%
CE D 0.34% 0.29% 0.29%
CELH F 0.21% 0.12% 0.12%
CHE C 0.17% 0.21% 0.17%
CHK C 0.1% 0.19% 0.1%
CIEN B 0.35% 0.19% 0.19%
CLF F 0.17% 0.13% 0.13%
CLH C 0.41% 0.29% 0.29%
CNM F 0.18% 0.17% 0.17%
COKE C 0.13% 0.14% 0.13%
CPB C 0.42% 0.24% 0.24%
CPT C 0.18% 0.31% 0.18%
CSL B 0.16% 0.47% 0.16%
CUBE C 0.42% 0.29% 0.29%
DINO F 0.25% 0.16% 0.16%
DKS D 0.36% 0.29% 0.29%
DLB D 0.06% 0.1% 0.06%
DVA B 0.4% 0.2% 0.2%
EG B 0.3% 0.4% 0.3%
EGP C 0.07% 0.21% 0.07%
EMN B 0.3% 0.29% 0.29%
EQT C 0.27% 0.47% 0.27%
EXP B 0.19% 0.22% 0.19%
FLO C 0.24% 0.11% 0.11%
FNF B 0.36% 0.37% 0.36%
FR C 0.17% 0.18% 0.17%
FRT C 0.09% 0.21% 0.09%
FYBR C 0.5% 0.19% 0.19%
GAP F 0.17% 0.1% 0.1%
GLPI C 0.37% 0.33% 0.33%
GNTX D 0.28% 0.16% 0.16%
HOG C 0.04% 0.11% 0.04%
HRB C 0.46% 0.21% 0.21%
HST D 0.38% 0.29% 0.29%
HUBB B 0.32% 0.51% 0.32%
HUN C 0.26% 0.08% 0.08%
IDA B 0.09% 0.12% 0.09%
INGR B 0.43% 0.21% 0.21%
IP C 0.35% 0.41% 0.35%
IPG C 0.15% 0.28% 0.15%
IRDM C 0.07% 0.08% 0.07%
ITT B 0.22% 0.26% 0.22%
JEF C 0.25% 0.24% 0.24%
JLL B 0.46% 0.29% 0.29%
JNPR A 0.4% 0.29% 0.29%
KEY C 0.05% 0.36% 0.05%
KIM C 0.33% 0.38% 0.33%
KRC C 0.17% 0.09% 0.09%
LAMR B 0.42% 0.27% 0.27%
LEG D 0.04% 0.04% 0.04%
LSTR D 0.04% 0.15% 0.04%
LW D 0.01% 0.22% 0.01%
MAS B 0.31% 0.42% 0.31%
MEDP F 0.21% 0.2% 0.2%
MRO D 0.29% 0.35% 0.29%
MTG B 0.36% 0.16% 0.16%
NFG B 0.31% 0.13% 0.13%
NI B 0.41% 0.36% 0.36%
NNN B 0.2% 0.21% 0.2%
NTAP D 0.31% 0.57% 0.31%
NXST D 0.35% 0.12% 0.12%
OC C 0.3% 0.34% 0.3%
OGE B 0.36% 0.19% 0.19%
OHI C 0.43% 0.24% 0.24%
OLN D 0.27% 0.12% 0.12%
OMF D 0.19% 0.13% 0.13%
ORI B 0.29% 0.21% 0.21%
PAG D 0.32% 0.07% 0.07%
PFGC B 0.41% 0.27% 0.27%
PKG B 0.27% 0.45% 0.27%
PNW C 0.41% 0.24% 0.24%
POST B 0.41% 0.14% 0.14%
PPC D 0.09% 0.04% 0.04%
REG C 0.39% 0.29% 0.29%
RGA C 0.16% 0.34% 0.16%
RHI D 0.18% 0.15% 0.15%
ROKU D 0.39% 0.22% 0.22%
RPM B 0.27% 0.37% 0.27%
RRC D 0.05% 0.17% 0.05%
RS D 0.35% 0.38% 0.35%
SAIC C 0.09% 0.17% 0.09%
SAM D 0.2% 0.06% 0.06%
SCI C 0.17% 0.27% 0.17%
SJM C 0.25% 0.3% 0.25%
SNX C 0.23% 0.21% 0.21%
SON D 0.01% 0.13% 0.01%
STAG D 0.26% 0.17% 0.17%
STLD C 0.32% 0.38% 0.32%
STWD B 0.19% 0.15% 0.15%
TAP D 0.41% 0.24% 0.24%
THC C 0.2% 0.38% 0.2%
TKR C 0.21% 0.12% 0.12%
TOL A 0.47% 0.37% 0.37%
UGI B 0.24% 0.12% 0.12%
UHS C 0.44% 0.33% 0.33%
UI B 0.1% 0.02% 0.02%
UNM B 0.42% 0.23% 0.23%
USFD C 0.44% 0.32% 0.32%
UTHR B 0.37% 0.36% 0.36%
VST B 0.39% 0.68% 0.39%
VTRS D 0.21% 0.33% 0.21%
VVV D 0.1% 0.12% 0.1%
WLK C 0.36% 0.11% 0.11%
WPC C 0.26% 0.33% 0.26%
WRB D 0.11% 0.42% 0.11%
WSM C 0.36% 0.44% 0.36%
WU C 0.13% 0.09% 0.09%
X F 0.3% 0.19% 0.19%
JPUS Overweight 233 Positions Relative to SCHM
Symbol Grade Weight
K A 0.51%
TRGP C 0.47%
DHI C 0.47%
PGR C 0.46%
IRM C 0.46%
PHM B 0.46%
NVR B 0.45%
HCA B 0.44%
LEN B 0.44%
T B 0.44%
MSI B 0.43%
PM C 0.43%
FCNCA D 0.43%
ETR A 0.43%
CAG B 0.42%
PEG B 0.42%
EIX B 0.42%
ANET C 0.42%
HIG B 0.42%
AMGN D 0.41%
BRK.A C 0.41%
SPG B 0.41%
KO B 0.41%
SO B 0.41%
MO C 0.41%
TMUS B 0.41%
MDLZ C 0.41%
KR B 0.4%
KVUE B 0.4%
GIS B 0.4%
SYF C 0.4%
PPL A 0.4%
WELL C 0.4%
VZ A 0.4%
LMT A 0.4%
META B 0.4%
PWR B 0.39%
XOM D 0.39%
PEP D 0.39%
CMCSA C 0.39%
CL C 0.39%
ESS C 0.39%
AFL A 0.39%
REGN D 0.39%
KHC C 0.39%
ETN C 0.38%
PSA C 0.38%
GWW B 0.38%
LLY D 0.38%
GD C 0.38%
ORCL B 0.38%
RSG D 0.38%
SYY C 0.38%
ADM D 0.38%
BLDR C 0.38%
ED B 0.38%
CI C 0.38%
WM D 0.37%
D C 0.37%
KMB C 0.37%
ADI C 0.37%
ABBV B 0.37%
CLX C 0.37%
COF B 0.37%
PCG C 0.37%
FE B 0.37%
PG C 0.37%
LOW B 0.36%
VICI C 0.36%
TSCO B 0.36%
CSCO B 0.36%
LYB D 0.36%
XEL B 0.36%
SCCO C 0.36%
MMC C 0.36%
VRTX D 0.36%
AAPL C 0.36%
GRMN D 0.36%
AZO B 0.35%
PH B 0.35%
WEC B 0.35%
ORLY B 0.35%
ELV D 0.35%
APH C 0.35%
ACGL B 0.35%
STZ C 0.35%
CMI B 0.35%
SRE B 0.35%
MSFT C 0.35%
CTSH B 0.35%
EVRG B 0.35%
UNH C 0.35%
WY C 0.35%
CEG C 0.35%
DGX B 0.35%
MPC F 0.35%
EXC B 0.34%
INTU D 0.34%
MNST D 0.34%
FAST C 0.34%
PSX F 0.34%
KLAC D 0.34%
DUK B 0.34%
TJX C 0.34%
CHD C 0.34%
GILD B 0.33%
DHR B 0.33%
NVDA C 0.33%
EQIX B 0.33%
AVB C 0.33%
CHTR D 0.33%
KMI C 0.33%
WMB C 0.33%
CAH C 0.33%
CTRA F 0.32%
DTE A 0.32%
MRK F 0.32%
ITW B 0.32%
ZTS B 0.32%
VLO F 0.32%
ABT C 0.32%
AVGO C 0.32%
ACN C 0.31%
CF B 0.31%
CVX F 0.31%
IT C 0.31%
FANG F 0.31%
HOLX D 0.31%
CTVA B 0.31%
ALSN B 0.31%
MCK F 0.31%
CMS B 0.3%
LNG D 0.3%
AMAT D 0.3%
DOW C 0.3%
CNP C 0.3%
NUE D 0.29%
HRL F 0.29%
UNP D 0.29%
CDNS D 0.29%
CB B 0.29%
TSN D 0.29%
LIN B 0.28%
SYK C 0.28%
STE B 0.28%
HBAN B 0.28%
FITB B 0.28%
ECL B 0.28%
ESI C 0.27%
COP F 0.27%
BAC D 0.27%
SPB B 0.27%
EOG D 0.27%
CAT B 0.26%
LRCX D 0.26%
VTR C 0.26%
DRI C 0.26%
ROST C 0.26%
CVS D 0.26%
DOX C 0.25%
MSM D 0.25%
MDT B 0.25%
HPE C 0.25%
BBY A 0.25%
AMP B 0.24%
FCX C 0.24%
WST D 0.24%
TGT C 0.24%
GEHC B 0.24%
NEM C 0.23%
AME C 0.23%
PK D 0.23%
EQR C 0.22%
QCOM D 0.22%
MAA C 0.22%
PFE D 0.22%
BMY C 0.21%
BDX D 0.2%
XP D 0.2%
PLD C 0.2%
KDP B 0.19%
CCI C 0.19%
EPR C 0.19%
F F 0.18%
NEU D 0.18%
TMO B 0.18%
APO B 0.17%
M F 0.17%
HIW C 0.16%
MOS F 0.16%
R C 0.15%
ATO B 0.15%
MOH D 0.15%
SWKS F 0.15%
EA D 0.15%
BKNG B 0.14%
CSX C 0.13%
BRBR B 0.12%
VIRT C 0.12%
STT B 0.12%
IBM B 0.11%
USB C 0.1%
GOOGL D 0.1%
DFS C 0.1%
PFG B 0.1%
PRU C 0.09%
OXY F 0.09%
SLM C 0.09%
CARR B 0.09%
LOPE D 0.08%
LPX B 0.08%
CSGP D 0.08%
RF B 0.08%
NKE D 0.07%
OTIS B 0.07%
CFG D 0.06%
CBRE B 0.05%
ADBE F 0.05%
PCAR D 0.05%
DTM C 0.05%
TNL C 0.05%
CWEN A 0.05%
HUM F 0.04%
AGO D 0.04%
VLTO B 0.04%
SSNC C 0.04%
FTRE F 0.03%
CRI D 0.03%
LBRDK C 0.03%
KSS D 0.01%
AEE B 0.01%
CC D 0.01%
GO F 0.01%
JPUS Underweight 356 Positions Relative to SCHM
Symbol Grade Weight
DELL C -0.72%
VRT C -0.7%
AXON B -0.64%
TYL C -0.58%
SW B -0.57%
DECK C -0.56%
GDDY C -0.5%
PTC C -0.49%
WDC C -0.49%
LDOS A -0.49%
APP C -0.49%
LII C -0.45%
EME B -0.44%
DKNG C -0.43%
FDS C -0.41%
PINS D -0.41%
BURL C -0.41%
ENTG D -0.39%
MANH B -0.39%
TXT D -0.39%
NRG B -0.39%
WSO C -0.37%
TPL C -0.37%
RBA D -0.37%
DOC B -0.37%
PSTG F -0.36%
IEX C -0.36%
PNR B -0.36%
LNT A -0.36%
SNA B -0.35%
NTRA C -0.35%
L D -0.34%
GWRE B -0.34%
NTNX D -0.34%
TW B -0.33%
ELS D -0.33%
RNR B -0.33%
GGG C -0.33%
UDR C -0.33%
AES C -0.32%
POOL C -0.32%
NDSN C -0.32%
IBKR B -0.32%
ERIE B -0.31%
AMH D -0.31%
BMRN F -0.31%
Z C -0.31%
ACM B -0.31%
XPO D -0.3%
JBL C -0.3%
EXAS D -0.3%
JKHY B -0.3%
NWSA D -0.3%
NBIX F -0.29%
BLD C -0.29%
DT C -0.29%
TTEK C -0.29%
FIX B -0.29%
EQH C -0.29%
ALLE B -0.29%
FND C -0.29%
FFIV B -0.29%
CHRW B -0.28%
SRPT F -0.28%
BXP C -0.28%
TECH C -0.28%
OKTA F -0.28%
CW B -0.28%
WING C -0.28%
BSY C -0.27%
SAIA D -0.27%
TFX B -0.27%
DOCU C -0.27%
HOOD C -0.27%
CTLT B -0.26%
TXRH B -0.26%
NVT C -0.26%
CCK B -0.26%
EWBC C -0.26%
REXR C -0.26%
HII F -0.25%
LECO D -0.25%
CRL F -0.25%
TOST C -0.25%
BJ D -0.25%
FTI D -0.25%
LKQ F -0.25%
AIZ B -0.24%
KNSL D -0.24%
ARMK B -0.24%
MUSA D -0.24%
WMS D -0.24%
ATR B -0.24%
TWLO C -0.24%
RRX C -0.24%
QRVO F -0.23%
OVV F -0.23%
MKTX D -0.23%
SOLV D -0.23%
WTRG D -0.23%
TPR A -0.23%
WWD C -0.23%
COHR C -0.23%
LNW F -0.23%
RGLD C -0.22%
ONTO C -0.22%
GPK C -0.22%
MTCH C -0.22%
CHDN D -0.22%
DAY D -0.22%
EHC B -0.22%
APA F -0.21%
TTC F -0.21%
OLED D -0.21%
PRI B -0.21%
CG C -0.21%
NYT B -0.21%
GL D -0.21%
TPX B -0.21%
HSIC C -0.21%
WAL B -0.21%
SKX C -0.21%
BWXT A -0.21%
SF B -0.21%
HAS B -0.21%
MGM D -0.21%
RBC B -0.2%
WEX C -0.2%
CHRD F -0.2%
KNX C -0.2%
AA C -0.2%
NCLH B -0.2%
SOFI D -0.2%
CZR C -0.2%
GNRC D -0.2%
DCI C -0.2%
FHN D -0.2%
ENSG D -0.2%
FMC B -0.19%
EXEL C -0.19%
AYI B -0.19%
HALO D -0.19%
OWL B -0.19%
AIT B -0.19%
BFAM C -0.19%
APG F -0.19%
CROX C -0.19%
MORN C -0.19%
MHK B -0.19%
KBR D -0.19%
WSC D -0.18%
CR B -0.18%
UHAL B -0.18%
UFPI C -0.18%
COLD D -0.18%
ATI C -0.18%
AGNC B -0.18%
VOYA B -0.18%
ADC C -0.18%
CMA C -0.18%
LAD B -0.18%
SSD C -0.18%
BERY B -0.18%
AXTA B -0.18%
WBS C -0.18%
AR C -0.18%
FCN C -0.18%
RL B -0.17%
CFR C -0.17%
AAL D -0.17%
WCC C -0.17%
SPSC D -0.17%
ELAN D -0.17%
TREX F -0.17%
PLNT C -0.17%
SMAR A -0.17%
RGEN F -0.17%
PEN D -0.17%
PNFP C -0.17%
MIDD C -0.17%
MTH C -0.17%
IVZ B -0.17%
CBSH D -0.17%
BWA C -0.17%
ACHC D -0.17%
ITCI D -0.17%
LNTH D -0.17%
WYNN C -0.17%
SSB C -0.17%
CGNX F -0.16%
OSK F -0.16%
BIO C -0.16%
SEIC B -0.16%
ARW B -0.16%
WFRD F -0.16%
HQY C -0.16%
PCTY D -0.16%
MKSI F -0.16%
ESNT B -0.16%
ALV F -0.16%
MTN D -0.16%
MTZ C -0.16%
ZION D -0.16%
JAZZ D -0.16%
SWN C -0.16%
LSCC D -0.16%
FAF B -0.16%
PB D -0.16%
LFUS C -0.15%
ESTC F -0.15%
ELF F -0.15%
WH B -0.15%
CRBG C -0.15%
ETSY D -0.15%
BRKR D -0.15%
NOV F -0.15%
SITE D -0.15%
BBWI D -0.15%
G C -0.15%
MAT D -0.15%
H B -0.15%
AAON B -0.15%
SNV D -0.15%
MSA D -0.15%
MTDR F -0.14%
LEA D -0.14%
IONS F -0.14%
EXLS B -0.14%
CMC D -0.14%
VNO B -0.14%
VFC B -0.14%
DBX C -0.14%
OLLI C -0.14%
GXO D -0.14%
RLI B -0.14%
AXS B -0.14%
FLS C -0.14%
NOVT D -0.14%
INSP D -0.14%
MMS B -0.13%
PARA D -0.13%
OGN D -0.13%
GME D -0.13%
XRAY D -0.13%
PVH D -0.13%
THO C -0.13%
BC C -0.13%
FIVE D -0.13%
WHR C -0.13%
OPCH C -0.13%
CHX F -0.13%
AMG C -0.13%
MDU B -0.13%
VMI C -0.13%
SIGI D -0.13%
AGCO D -0.13%
DAR F -0.13%
SRCL B -0.13%
CIVI F -0.12%
GTLS F -0.12%
SEE C -0.12%
MUR F -0.12%
HXL F -0.12%
LNC C -0.12%
POR B -0.12%
CFLT F -0.12%
MASI C -0.12%
PATH D -0.12%
RH C -0.12%
GBCI C -0.12%
EDR A -0.12%
ALK B -0.12%
PCOR D -0.12%
ST D -0.12%
THG C -0.12%
CPRI D -0.11%
AL C -0.11%
W C -0.11%
QLYS D -0.11%
ALKS D -0.11%
JHG B -0.11%
ZWS B -0.11%
FFIN C -0.11%
BILL D -0.11%
CRSP F -0.1%
AN C -0.1%
BYD C -0.1%
LYFT D -0.1%
BKH B -0.1%
RMBS F -0.1%
EEFT F -0.1%
ASGN D -0.1%
RYN C -0.1%
OZK F -0.1%
PII D -0.1%
LANC F -0.09%
IAC C -0.09%
VLY D -0.09%
APLS F -0.09%
MPW C -0.09%
PRGO F -0.09%
DXC D -0.09%
PSN B -0.09%
ACLS F -0.08%
NVST D -0.08%
POWI F -0.08%
YETI D -0.08%
BXMT C -0.08%
COTY D -0.08%
PBF F -0.08%
VAL F -0.08%
MAN C -0.08%
SLAB D -0.08%
RCM C -0.07%
COLM C -0.07%
BOKF C -0.07%
CLVT D -0.07%
WEN C -0.07%
NWL C -0.07%
CHH B -0.07%
ZI D -0.07%
TNET F -0.07%
CNXC F -0.07%
GH F -0.07%
ATKR F -0.07%
AMKR F -0.07%
RIG F -0.07%
VAC D -0.06%
DV F -0.06%
AAP F -0.06%
SHC C -0.06%
CACC F -0.06%
DNB D -0.06%
IPGP D -0.05%
JOBY F -0.05%
FIVN F -0.05%
ALGM D -0.05%
TXG D -0.05%
CABO F -0.04%
REYN C -0.04%
MP C -0.04%
ADTN C -0.04%
SEDG F -0.03%
CNA D -0.03%
TDOC D -0.03%
CAR D -0.03%
PLUG F -0.03%
TFSL D -0.02%
FG C -0.02%
SEB D -0.02%
NFE F -0.02%
DJT F -0.02%
AGL F -0.02%
WOLF F -0.02%
INFA D -0.02%
HTZ F -0.01%
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