JPUS vs. USMV ETF Comparison
Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to iShares MSCI USA Minimum Volatility ETF (USMV)
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
$122.34
Average Daily Volume
6,980
Number of Holdings
*
355
* may have additional holdings in another (foreign) market
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$93.49
Average Daily Volume
1,638,518
Number of Holdings
*
170
* may have additional holdings in another (foreign) market
Performance
| Period | JPUS | USMV |
|---|---|---|
| 30 Days | 1.79% | 0.94% |
| 60 Days | 2.78% | 2.29% |
| 90 Days | 4.42% | 3.46% |
| 12 Months | 27.05% | 24.96% |
103 Overlapping Holdings
| Symbol | Grade | Weight in JPUS | Weight in USMV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.36% | 0.99% | 0.36% | |
| ABBV | F | 0.33% | 1.04% | 0.33% | |
| ABT | B | 0.31% | 0.09% | 0.09% | |
| ACGL | C | 0.31% | 0.68% | 0.31% | |
| ACN | B | 0.32% | 1.29% | 0.32% | |
| ADI | D | 0.35% | 0.23% | 0.23% | |
| AEP | C | 0.31% | 0.39% | 0.31% | |
| AFG | A | 0.06% | 0.35% | 0.06% | |
| AMGN | F | 0.35% | 0.59% | 0.35% | |
| ANET | C | 0.47% | 0.29% | 0.29% | |
| APH | A | 0.42% | 1.44% | 0.42% | |
| ATO | A | 0.16% | 0.06% | 0.06% | |
| AVGO | D | 0.38% | 1.19% | 0.38% | |
| AZO | C | 0.35% | 0.98% | 0.35% | |
| BAH | F | 0.32% | 0.39% | 0.32% | |
| BDX | F | 0.19% | 0.56% | 0.19% | |
| BMY | B | 0.25% | 0.49% | 0.25% | |
| BRK.A | B | 0.39% | 1.55% | 0.39% | |
| CB | C | 0.27% | 1.47% | 0.27% | |
| CBOE | C | 0.25% | 0.85% | 0.25% | |
| CDNS | B | 0.33% | 0.18% | 0.18% | |
| CHD | A | 0.34% | 0.4% | 0.34% | |
| CI | D | 0.35% | 0.21% | 0.21% | |
| CL | D | 0.32% | 0.41% | 0.32% | |
| CMCSA | B | 0.42% | 0.39% | 0.39% | |
| CMS | C | 0.28% | 0.19% | 0.19% | |
| COR | B | 0.39% | 0.67% | 0.39% | |
| CPB | D | 0.33% | 0.33% | 0.33% | |
| CSCO | B | 0.41% | 1.47% | 0.41% | |
| CTSH | B | 0.37% | 0.76% | 0.37% | |
| CTVA | C | 0.3% | 0.38% | 0.3% | |
| CVS | D | 0.36% | 0.04% | 0.04% | |
| CVX | A | 0.35% | 0.34% | 0.34% | |
| D | C | 0.34% | 0.23% | 0.23% | |
| DGX | A | 0.36% | 0.11% | 0.11% | |
| DTE | C | 0.3% | 0.2% | 0.2% | |
| DUK | C | 0.36% | 1.49% | 0.36% | |
| EA | A | 0.19% | 0.89% | 0.19% | |
| ED | C | 0.34% | 1.13% | 0.34% | |
| EG | C | 0.28% | 0.43% | 0.28% | |
| ELV | F | 0.26% | 0.52% | 0.26% | |
| EOG | A | 0.32% | 0.17% | 0.17% | |
| FANG | C | 0.39% | 0.55% | 0.39% | |
| FCNCA | A | 0.43% | 0.88% | 0.43% | |
| GD | D | 0.36% | 0.05% | 0.05% | |
| GEN | B | 0.07% | 0.35% | 0.07% | |
| GILD | C | 0.35% | 0.94% | 0.35% | |
| GIS | D | 0.33% | 0.66% | 0.33% | |
| GRMN | B | 0.43% | 0.33% | 0.33% | |
| HIG | B | 0.39% | 0.12% | 0.12% | |
| HOLX | D | 0.28% | 0.16% | 0.16% | |
| HRL | D | 0.35% | 0.21% | 0.21% | |
| HSY | F | 0.26% | 0.3% | 0.26% | |
| IBM | C | 0.3% | 1.66% | 0.3% | |
| IT | C | 0.32% | 0.35% | 0.32% | |
| JNPR | D | 0.38% | 0.45% | 0.38% | |
| K | A | 0.38% | 0.8% | 0.38% | |
| KDP | F | 0.26% | 0.59% | 0.26% | |
| KHC | F | 0.34% | 0.38% | 0.34% | |
| KMB | C | 0.34% | 0.21% | 0.21% | |
| KO | D | 0.33% | 0.1% | 0.1% | |
| KR | B | 0.43% | 0.61% | 0.43% | |
| LIN | C | 0.28% | 0.16% | 0.16% | |
| LLY | F | 0.33% | 1.25% | 0.33% | |
| LMT | D | 0.36% | 0.82% | 0.36% | |
| MCK | A | 0.46% | 1.35% | 0.46% | |
| MDLZ | F | 0.33% | 0.44% | 0.33% | |
| MDT | D | 0.23% | 0.13% | 0.13% | |
| MMC | B | 0.05% | 1.11% | 0.05% | |
| MOH | F | 0.14% | 0.18% | 0.14% | |
| MPC | D | 0.36% | 0.54% | 0.36% | |
| MRK | D | 0.26% | 1.01% | 0.26% | |
| MSFT | D | 0.35% | 1.34% | 0.35% | |
| MSI | B | 0.43% | 1.81% | 0.43% | |
| NEM | D | 0.18% | 0.46% | 0.18% | |
| NTAP | C | 0.31% | 0.22% | 0.22% | |
| NVDA | B | 0.45% | 0.67% | 0.45% | |
| ORCL | A | 0.41% | 1.31% | 0.41% | |
| ORLY | B | 0.37% | 0.68% | 0.37% | |
| OXY | D | 0.1% | 0.12% | 0.1% | |
| PEP | F | 0.34% | 1.01% | 0.34% | |
| PG | C | 0.36% | 1.23% | 0.36% | |
| PGR | A | 0.39% | 1.67% | 0.39% | |
| PKG | A | 0.3% | 0.2% | 0.2% | |
| PSX | C | 0.35% | 0.06% | 0.06% | |
| REGN | F | 0.26% | 0.59% | 0.26% | |
| RSG | A | 0.4% | 1.55% | 0.4% | |
| SO | C | 0.37% | 1.35% | 0.37% | |
| T | A | 0.4% | 0.74% | 0.4% | |
| TJX | A | 0.34% | 0.45% | 0.34% | |
| TMUS | B | 0.47% | 1.95% | 0.47% | |
| TSN | B | 0.37% | 0.71% | 0.37% | |
| UNH | B | 0.34% | 1.34% | 0.34% | |
| UTHR | C | 0.42% | 0.14% | 0.14% | |
| VLO | C | 0.4% | 0.05% | 0.05% | |
| VRTX | D | 0.37% | 0.69% | 0.37% | |
| VZ | C | 0.38% | 1.35% | 0.38% | |
| WEC | A | 0.34% | 0.78% | 0.34% | |
| WM | B | 0.41% | 1.44% | 0.41% | |
| WMB | A | 0.41% | 0.31% | 0.31% | |
| WRB | A | 0.12% | 0.31% | 0.12% | |
| XEL | A | 0.36% | 0.46% | 0.36% | |
| XOM | B | 0.41% | 0.45% | 0.41% |
JPUS Overweight 252 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | A | 0.64% | |
| SYF | B | 0.52% | |
| CIEN | C | 0.52% | |
| UNM | A | 0.51% | |
| TRGP | A | 0.5% | |
| KMI | A | 0.48% | |
| NRG | B | 0.46% | |
| PFGC | B | 0.46% | |
| ETR | B | 0.46% | |
| IP | A | 0.46% | |
| PWR | A | 0.46% | |
| COF | C | 0.45% | |
| USFD | A | 0.44% | |
| ETN | A | 0.43% | |
| TAP | C | 0.43% | |
| GWW | B | 0.43% | |
| CEG | C | 0.42% | |
| ALSN | B | 0.42% | |
| INGR | C | 0.42% | |
| TOL | B | 0.42% | |
| META | D | 0.42% | |
| CMI | A | 0.42% | |
| JLL | D | 0.41% | |
| CLH | C | 0.41% | |
| SPG | A | 0.41% | |
| NI | A | 0.41% | |
| CASY | A | 0.41% | |
| PEG | A | 0.41% | |
| HST | C | 0.4% | |
| CHTR | C | 0.4% | |
| THC | D | 0.4% | |
| WELL | A | 0.4% | |
| PM | B | 0.39% | |
| PH | A | 0.39% | |
| MO | A | 0.39% | |
| KVUE | A | 0.39% | |
| IRM | C | 0.39% | |
| PNW | A | 0.39% | |
| LAMR | C | 0.39% | |
| PPL | A | 0.39% | |
| FAST | B | 0.39% | |
| PHM | D | 0.38% | |
| RS | B | 0.38% | |
| AM | A | 0.38% | |
| OHI | C | 0.38% | |
| AFL | B | 0.38% | |
| REG | A | 0.38% | |
| STLD | B | 0.38% | |
| NVR | D | 0.38% | |
| LOW | C | 0.37% | |
| ESS | B | 0.37% | |
| SRE | A | 0.37% | |
| DVA | C | 0.37% | |
| FYBR | C | 0.37% | |
| MRO | B | 0.37% | |
| BRX | A | 0.37% | |
| CAH | B | 0.36% | |
| NXST | C | 0.36% | |
| HRB | D | 0.36% | |
| INTU | B | 0.36% | |
| OGE | A | 0.36% | |
| LEN | D | 0.36% | |
| EIX | B | 0.36% | |
| SCCO | F | 0.36% | |
| SYY | D | 0.36% | |
| DKS | D | 0.36% | |
| MTG | C | 0.35% | |
| HUBB | B | 0.35% | |
| FNF | B | 0.35% | |
| CTRA | B | 0.35% | |
| CUBE | C | 0.35% | |
| CLX | A | 0.35% | |
| POST | C | 0.35% | |
| ADM | D | 0.34% | |
| PSA | C | 0.34% | |
| PAG | B | 0.34% | |
| ITW | B | 0.34% | |
| HCA | F | 0.34% | |
| GLPI | C | 0.34% | |
| FE | C | 0.34% | |
| BG | D | 0.34% | |
| LNG | A | 0.34% | |
| TSCO | D | 0.34% | |
| BLDR | D | 0.34% | |
| OC | A | 0.34% | |
| EVRG | A | 0.34% | |
| VICI | C | 0.33% | |
| HBAN | A | 0.33% | |
| UHS | D | 0.33% | |
| X | B | 0.33% | |
| DHI | F | 0.33% | |
| KIM | A | 0.33% | |
| WLK | D | 0.32% | |
| CAG | F | 0.32% | |
| KLAC | F | 0.32% | |
| EMN | C | 0.32% | |
| CF | A | 0.32% | |
| BAC | A | 0.31% | |
| ACI | C | 0.31% | |
| AMAT | F | 0.31% | |
| FITB | B | 0.31% | |
| LYB | F | 0.31% | |
| EXC | C | 0.31% | |
| UGI | C | 0.31% | |
| WY | F | 0.31% | |
| WSM | C | 0.31% | |
| AVB | B | 0.31% | |
| STZ | D | 0.31% | |
| MAS | D | 0.3% | |
| QCOM | F | 0.3% | |
| AOS | F | 0.3% | |
| NUE | C | 0.3% | |
| ESI | B | 0.3% | |
| NFG | A | 0.3% | |
| HPE | B | 0.3% | |
| JEF | A | 0.3% | |
| ORI | A | 0.3% | |
| ECL | D | 0.29% | |
| AMP | A | 0.29% | |
| LH | B | 0.28% | |
| CAT | B | 0.28% | |
| GNTX | C | 0.28% | |
| RPM | A | 0.28% | |
| COP | C | 0.28% | |
| SYK | B | 0.28% | |
| ZTS | D | 0.27% | |
| SPB | C | 0.27% | |
| WST | C | 0.27% | |
| UNP | C | 0.27% | |
| DHR | F | 0.27% | |
| OLN | F | 0.26% | |
| DOW | F | 0.26% | |
| LRCX | F | 0.26% | |
| AVY | F | 0.26% | |
| DINO | D | 0.26% | |
| FCX | F | 0.25% | |
| VTR | B | 0.25% | |
| STE | D | 0.25% | |
| MSM | C | 0.25% | |
| BBY | D | 0.24% | |
| ITT | A | 0.24% | |
| SAM | C | 0.24% | |
| PK | C | 0.24% | |
| TGT | F | 0.24% | |
| ALLY | C | 0.24% | |
| SNX | D | 0.24% | |
| DRI | B | 0.24% | |
| DOX | D | 0.24% | |
| BRBR | A | 0.24% | |
| RVTY | F | 0.23% | |
| PR | B | 0.23% | |
| ROST | D | 0.23% | |
| APO | B | 0.23% | |
| STAG | D | 0.23% | |
| VTRS | A | 0.23% | |
| GEHC | D | 0.22% | |
| LDOS | C | 0.22% | |
| OMF | A | 0.22% | |
| IFF | D | 0.21% | |
| FLO | D | 0.21% | |
| EXP | B | 0.21% | |
| COKE | C | 0.21% | |
| WPC | C | 0.21% | |
| PPC | C | 0.21% | |
| CNM | D | 0.21% | |
| BPOP | C | 0.21% | |
| MAA | B | 0.21% | |
| SJM | D | 0.21% | |
| GAP | C | 0.2% | |
| EQR | C | 0.2% | |
| CE | F | 0.2% | |
| F | C | 0.19% | |
| MEDP | D | 0.19% | |
| TKR | D | 0.19% | |
| ASH | F | 0.19% | |
| R | B | 0.18% | |
| BKNG | A | 0.18% | |
| CLF | F | 0.18% | |
| STWD | C | 0.18% | |
| SCI | B | 0.18% | |
| M | F | 0.18% | |
| NEU | D | 0.18% | |
| CSL | C | 0.17% | |
| MOS | F | 0.17% | |
| UI | B | 0.17% | |
| RGA | A | 0.17% | |
| EPR | C | 0.17% | |
| RHI | C | 0.17% | |
| CPT | B | 0.17% | |
| DTM | A | 0.17% | |
| CCI | C | 0.16% | |
| FR | D | 0.16% | |
| HUN | F | 0.16% | |
| NNN | C | 0.16% | |
| KRC | B | 0.16% | |
| CHE | D | 0.16% | |
| HIW | C | 0.15% | |
| IPG | D | 0.15% | |
| TMO | F | 0.15% | |
| CACI | D | 0.14% | |
| SWKS | F | 0.14% | |
| STT | B | 0.13% | |
| CSX | C | 0.13% | |
| DFS | B | 0.13% | |
| FBIN | D | 0.12% | |
| VIRT | A | 0.12% | |
| SLM | A | 0.11% | |
| VVV | D | 0.11% | |
| USB | A | 0.11% | |
| GOOGL | C | 0.11% | |
| WU | F | 0.11% | |
| DVN | F | 0.1% | |
| CRUS | D | 0.1% | |
| SMG | C | 0.1% | |
| PRU | A | 0.1% | |
| PFG | D | 0.1% | |
| CARR | C | 0.09% | |
| LOPE | C | 0.09% | |
| FRT | B | 0.09% | |
| RF | A | 0.09% | |
| RGLD | C | 0.08% | |
| SAIC | F | 0.08% | |
| LPX | B | 0.08% | |
| TNL | A | 0.07% | |
| CFG | B | 0.07% | |
| RBC | A | 0.07% | |
| RMD | C | 0.07% | |
| PCAR | B | 0.06% | |
| DLB | B | 0.06% | |
| NKE | F | 0.06% | |
| KEY | B | 0.06% | |
| EGP | D | 0.06% | |
| IRDM | D | 0.06% | |
| AGO | B | 0.05% | |
| ADBE | C | 0.05% | |
| NSA | C | 0.05% | |
| CBRE | B | 0.05% | |
| CWEN | C | 0.05% | |
| RRC | B | 0.05% | |
| VLTO | C | 0.04% | |
| SSNC | B | 0.04% | |
| LSTR | D | 0.04% | |
| CRI | F | 0.03% | |
| FTRE | D | 0.03% | |
| HOG | D | 0.03% | |
| MNST | C | 0.03% | |
| LEG | F | 0.02% | |
| IDA | A | 0.02% | |
| PLD | F | 0.01% | |
| KSS | F | 0.01% | |
| SON | F | 0.01% | |
| ROKU | D | 0.0% |
JPUS Underweight 67 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMT | A | -1.78% | |
| WCN | A | -1.56% | |
| NOC | D | -1.43% | |
| TXN | C | -1.39% | |
| ROP | B | -1.3% | |
| AJG | A | -1.27% | |
| MCD | D | -1.25% | |
| JNJ | C | -1.18% | |
| TRV | B | -1.15% | |
| GDDY | A | -1.0% | |
| V | A | -0.9% | |
| NOW | A | -0.75% | |
| MA | B | -0.7% | |
| FI | A | -0.69% | |
| VRSN | C | -0.64% | |
| FICO | B | -0.59% | |
| TDY | B | -0.57% | |
| KEYS | A | -0.55% | |
| FFIV | B | -0.55% | |
| INCY | C | -0.53% | |
| AON | A | -0.53% | |
| CME | B | -0.53% | |
| PTC | B | -0.52% | |
| YUM | D | -0.5% | |
| UBER | F | -0.45% | |
| WDAY | B | -0.43% | |
| ERIE | D | -0.42% | |
| VRSK | A | -0.42% | |
| HUM | C | -0.4% | |
| AKAM | D | -0.39% | |
| WTW | B | -0.38% | |
| ROL | B | -0.36% | |
| CDW | F | -0.35% | |
| MKL | A | -0.34% | |
| AIZ | A | -0.32% | |
| NBIX | C | -0.32% | |
| GLW | B | -0.31% | |
| FWONK | A | -0.31% | |
| HD | B | -0.3% | |
| ICE | C | -0.28% | |
| L | A | -0.28% | |
| HON | C | -0.25% | |
| AEE | A | -0.24% | |
| HUBS | A | -0.24% | |
| AZPN | A | -0.23% | |
| ALNY | D | -0.22% | |
| BMRN | F | -0.22% | |
| TW | A | -0.2% | |
| PFE | F | -0.2% | |
| DPZ | C | -0.19% | |
| CRWD | B | -0.19% | |
| MELI | C | -0.18% | |
| SNPS | B | -0.18% | |
| STX | C | -0.16% | |
| GOOG | C | -0.16% | |
| AMZN | C | -0.14% | |
| DELL | B | -0.12% | |
| LNT | A | -0.1% | |
| RTX | D | -0.09% | |
| ADP | A | -0.09% | |
| OTIS | C | -0.07% | |
| TEL | B | -0.07% | |
| FSLR | F | -0.06% | |
| KNX | C | -0.06% | |
| BR | A | -0.05% | |
| CRM | B | -0.05% | |
| ULTA | F | -0.04% |
JPUS: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Packaged Foods
Oil & Gas E&P
Specialty Chemicals
Banks - Regional - US
Information Technology Services
REIT - Industrial
REIT - Retail
Communication Equipment
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Household & Personal Products
REIT - Diversified
Semiconductors
Specialty Retail
Utilities - Diversified
Beverages - Soft Drinks
Building Materials
Chemicals
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Financial Data & Stock Exchanges
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