MTUM vs. JPUS ETF Comparison
Comparison of iShares MSCI USA Momentum Factor ETF (MTUM) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)
MTUM
iShares MSCI USA Momentum Factor ETF
MTUM Description
The investment seeks to track the performance of an index that measures the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Momentum Index (the "underlying index") consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.
Grade (RS Rating)
Last Trade
$201.94
Average Daily Volume
652,346
Number of Holdings
*
123
* may have additional holdings in another (foreign) market
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
Performance
| Period | MTUM | JPUS |
|---|---|---|
| 30 Days | 3.83% | 2.78% |
| 60 Days | 8.00% | 5.63% |
| 90 Days | 3.85% | 9.88% |
| 12 Months | 44.81% | 28.71% |
55 Overlapping Holdings
| Symbol | Grade | Weight in MTUM | Weight in JPUS | Overlap | |
|---|---|---|---|---|---|
| ALLY | F | 0.06% | 0.22% | 0.06% | |
| AMAT | D | 1.3% | 0.3% | 0.3% | |
| ANET | C | 1.24% | 0.42% | 0.42% | |
| APH | C | 0.94% | 0.35% | 0.35% | |
| APO | B | 0.47% | 0.17% | 0.17% | |
| AVGO | C | 4.97% | 0.32% | 0.32% | |
| CB | B | 0.94% | 0.29% | 0.29% | |
| CBRE | B | 0.32% | 0.05% | 0.05% | |
| CEG | C | 1.39% | 0.35% | 0.35% | |
| CL | C | 0.8% | 0.39% | 0.39% | |
| CSL | B | 0.23% | 0.16% | 0.16% | |
| DFS | C | 0.32% | 0.1% | 0.1% | |
| DHI | C | 0.44% | 0.47% | 0.44% | |
| DKS | D | 0.11% | 0.36% | 0.11% | |
| DVA | B | 0.08% | 0.4% | 0.08% | |
| ETN | C | 1.81% | 0.38% | 0.38% | |
| FITB | B | 0.24% | 0.28% | 0.24% | |
| FNF | B | 0.09% | 0.36% | 0.09% | |
| GD | C | 0.59% | 0.38% | 0.38% | |
| GRMN | D | 0.36% | 0.36% | 0.36% | |
| HIG | B | 0.46% | 0.42% | 0.42% | |
| HUBB | B | 0.14% | 0.32% | 0.14% | |
| IP | C | 0.13% | 0.35% | 0.13% | |
| IRM | C | 0.5% | 0.46% | 0.46% | |
| KLAC | D | 1.01% | 0.34% | 0.34% | |
| LEN | B | 0.3% | 0.44% | 0.3% | |
| LLY | D | 4.67% | 0.38% | 0.38% | |
| LMT | A | 1.02% | 0.4% | 0.4% | |
| MCK | F | 0.83% | 0.31% | 0.31% | |
| META | B | 5.12% | 0.4% | 0.4% | |
| MSI | B | 0.76% | 0.43% | 0.43% | |
| NTAP | D | 0.33% | 0.31% | 0.31% | |
| NVDA | C | 4.4% | 0.33% | 0.33% | |
| NVR | B | 0.24% | 0.45% | 0.24% | |
| OC | C | 0.12% | 0.3% | 0.12% | |
| PEG | B | 0.51% | 0.42% | 0.42% | |
| PGR | C | 1.96% | 0.46% | 0.46% | |
| PH | B | 0.8% | 0.35% | 0.35% | |
| PHM | B | 0.36% | 0.46% | 0.36% | |
| PKG | B | 0.15% | 0.27% | 0.15% | |
| PM | C | 1.52% | 0.43% | 0.43% | |
| PWR | B | 0.39% | 0.39% | 0.39% | |
| QCOM | D | 1.42% | 0.22% | 0.22% | |
| RSG | D | 0.36% | 0.38% | 0.36% | |
| SYF | C | 0.18% | 0.4% | 0.18% | |
| TJX | C | 1.11% | 0.34% | 0.34% | |
| TRGP | C | 0.49% | 0.47% | 0.47% | |
| UHS | C | 0.13% | 0.44% | 0.13% | |
| UTHR | B | 0.14% | 0.37% | 0.14% | |
| VLTO | B | 0.33% | 0.04% | 0.04% | |
| VRTX | D | 0.97% | 0.36% | 0.36% | |
| VST | B | 0.64% | 0.39% | 0.39% | |
| WELL | C | 0.72% | 0.4% | 0.4% | |
| WMB | C | 0.45% | 0.33% | 0.33% | |
| WSM | C | 0.27% | 0.36% | 0.27% |
MTUM Overweight 68 Positions Relative to JPUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | 4.65% | |
| JPM | D | 4.28% | |
| COST | C | 3.73% | |
| GE | C | 3.57% | |
| WMT | B | 3.38% | |
| GS | B | 1.69% | |
| RTX | B | 1.59% | |
| AXP | B | 1.47% | |
| BSX | B | 1.21% | |
| KKR | B | 1.19% | |
| ISRG | C | 1.15% | |
| TT | B | 1.1% | |
| C | C | 1.0% | |
| MMM | B | 0.99% | |
| MU | D | 0.96% | |
| CTAS | C | 0.89% | |
| TDG | B | 0.79% | |
| FI | B | 0.78% | |
| ICE | C | 0.75% | |
| HWM | B | 0.65% | |
| PLTR | C | 0.59% | |
| AJG | D | 0.56% | |
| EMR | D | 0.55% | |
| FICO | B | 0.52% | |
| VRT | C | 0.51% | |
| URI | B | 0.46% | |
| DELL | C | 0.45% | |
| BK | B | 0.45% | |
| AEP | C | 0.44% | |
| COIN | F | 0.41% | |
| ALL | C | 0.41% | |
| HLT | B | 0.41% | |
| IR | B | 0.4% | |
| MSTR | C | 0.39% | |
| MPWR | B | 0.38% | |
| EME | B | 0.35% | |
| SMCI | F | 0.35% | |
| APP | C | 0.33% | |
| FERG | D | 0.33% | |
| WAB | B | 0.32% | |
| GDDY | C | 0.31% | |
| MLM | D | 0.28% | |
| DECK | C | 0.28% | |
| NRG | B | 0.27% | |
| LII | C | 0.26% | |
| ARES | B | 0.26% | |
| BRO | C | 0.25% | |
| EBAY | B | 0.25% | |
| NDAQ | C | 0.25% | |
| VMC | C | 0.24% | |
| TPL | C | 0.23% | |
| LDOS | A | 0.23% | |
| TYL | C | 0.22% | |
| WTW | B | 0.22% | |
| SW | B | 0.21% | |
| AXON | B | 0.21% | |
| DOV | B | 0.21% | |
| STX | B | 0.17% | |
| ERIE | B | 0.17% | |
| WDC | C | 0.17% | |
| TW | B | 0.17% | |
| HEI | C | 0.16% | |
| PSTG | F | 0.15% | |
| HEI | C | 0.13% | |
| L | D | 0.12% | |
| HOOD | C | 0.11% | |
| TOST | C | 0.09% | |
| CG | C | 0.07% |
MTUM Underweight 299 Positions Relative to JPUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| K | A | -0.51% | |
| FYBR | C | -0.5% | |
| TOL | A | -0.47% | |
| JLL | B | -0.46% | |
| HRB | C | -0.46% | |
| USFD | C | -0.44% | |
| HCA | B | -0.44% | |
| T | B | -0.44% | |
| INGR | B | -0.43% | |
| FCNCA | D | -0.43% | |
| ETR | A | -0.43% | |
| OHI | C | -0.43% | |
| UNM | B | -0.42% | |
| CAG | B | -0.42% | |
| LAMR | B | -0.42% | |
| CPB | C | -0.42% | |
| EIX | B | -0.42% | |
| CUBE | C | -0.42% | |
| PNW | C | -0.41% | |
| TAP | D | -0.41% | |
| AMGN | D | -0.41% | |
| CLH | C | -0.41% | |
| BRK.A | C | -0.41% | |
| SPG | B | -0.41% | |
| NI | B | -0.41% | |
| KO | B | -0.41% | |
| SO | B | -0.41% | |
| POST | B | -0.41% | |
| MO | C | -0.41% | |
| TMUS | B | -0.41% | |
| MDLZ | C | -0.41% | |
| PFGC | B | -0.41% | |
| KR | B | -0.4% | |
| KVUE | B | -0.4% | |
| GIS | B | -0.4% | |
| JNPR | A | -0.4% | |
| PPL | A | -0.4% | |
| VZ | A | -0.4% | |
| ROKU | D | -0.39% | |
| XOM | D | -0.39% | |
| PEP | D | -0.39% | |
| REG | C | -0.39% | |
| CMCSA | C | -0.39% | |
| ESS | C | -0.39% | |
| AFL | A | -0.39% | |
| REGN | D | -0.39% | |
| KHC | C | -0.39% | |
| HST | D | -0.38% | |
| BRX | C | -0.38% | |
| PSA | C | -0.38% | |
| GWW | B | -0.38% | |
| ORCL | B | -0.38% | |
| SYY | C | -0.38% | |
| ADM | D | -0.38% | |
| BLDR | C | -0.38% | |
| ED | B | -0.38% | |
| CI | C | -0.38% | |
| GLPI | C | -0.37% | |
| 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% | |
| WLK | C | -0.36% | |
| LOW | B | -0.36% | |
| BG | F | -0.36% | |
| VICI | C | -0.36% | |
| TSCO | B | -0.36% | |
| OGE | B | -0.36% | |
| CSCO | B | -0.36% | |
| CASY | D | -0.36% | |
| LYB | D | -0.36% | |
| XEL | B | -0.36% | |
| SCCO | C | -0.36% | |
| MMC | C | -0.36% | |
| AAPL | C | -0.36% | |
| AM | B | -0.36% | |
| MTG | B | -0.36% | |
| RS | D | -0.35% | |
| AZO | B | -0.35% | |
| CIEN | B | -0.35% | |
| WEC | B | -0.35% | |
| ORLY | B | -0.35% | |
| ELV | D | -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% | |
| NXST | D | -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% | |
| CE | D | -0.34% | |
| DUK | B | -0.34% | |
| CHD | C | -0.34% | |
| GILD | B | -0.33% | |
| KIM | C | -0.33% | |
| DHR | B | -0.33% | |
| EQIX | B | -0.33% | |
| AOS | B | -0.33% | |
| AVB | C | -0.33% | |
| CHTR | D | -0.33% | |
| KMI | 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% | |
| PAG | D | -0.32% | |
| STLD | C | -0.32% | |
| BAH | B | -0.32% | |
| ABT | C | -0.32% | |
| ACN | C | -0.31% | |
| CF | B | -0.31% | |
| CVX | F | -0.31% | |
| IT | C | -0.31% | |
| NFG | B | -0.31% | |
| FANG | F | -0.31% | |
| HOLX | D | -0.31% | |
| CTVA | B | -0.31% | |
| ALSN | B | -0.31% | |
| MAS | B | -0.31% | |
| CMS | B | -0.3% | |
| LNG | D | -0.3% | |
| EMN | B | -0.3% | |
| EG | B | -0.3% | |
| X | F | -0.3% | |
| DOW | C | -0.3% | |
| CNP | C | -0.3% | |
| CBOE | C | -0.29% | |
| NUE | D | -0.29% | |
| HRL | F | -0.29% | |
| UNP | D | -0.29% | |
| CDNS | D | -0.29% | |
| ORI | B | -0.29% | |
| TSN | D | -0.29% | |
| MRO | D | -0.29% | |
| ACI | F | -0.29% | |
| LIN | B | -0.28% | |
| SYK | C | -0.28% | |
| GNTX | D | -0.28% | |
| STE | B | -0.28% | |
| HBAN | B | -0.28% | |
| ECL | B | -0.28% | |
| ESI | C | -0.27% | |
| COP | F | -0.27% | |
| BAC | D | -0.27% | |
| SPB | B | -0.27% | |
| RPM | B | -0.27% | |
| OLN | D | -0.27% | |
| EQT | C | -0.27% | |
| EOG | D | -0.27% | |
| CAT | B | -0.26% | |
| WPC | C | -0.26% | |
| LRCX | D | -0.26% | |
| VTR | C | -0.26% | |
| DRI | C | -0.26% | |
| HUN | C | -0.26% | |
| ROST | C | -0.26% | |
| STAG | D | -0.26% | |
| CVS | D | -0.26% | |
| DINO | F | -0.25% | |
| SJM | C | -0.25% | |
| DOX | C | -0.25% | |
| MSM | D | -0.25% | |
| MDT | B | -0.25% | |
| HPE | C | -0.25% | |
| JEF | C | -0.25% | |
| BBY | A | -0.25% | |
| FLO | C | -0.24% | |
| AMP | B | -0.24% | |
| FCX | C | -0.24% | |
| UGI | B | -0.24% | |
| WST | D | -0.24% | |
| TGT | C | -0.24% | |
| GEHC | B | -0.24% | |
| NEM | C | -0.23% | |
| AME | C | -0.23% | |
| SNX | C | -0.23% | |
| PK | D | -0.23% | |
| BPOP | C | -0.22% | |
| EQR | C | -0.22% | |
| ITT | B | -0.22% | |
| MAA | C | -0.22% | |
| PFE | D | -0.22% | |
| CELH | F | -0.21% | |
| MEDP | F | -0.21% | |
| TKR | C | -0.21% | |
| VTRS | D | -0.21% | |
| BMY | C | -0.21% | |
| BDX | D | -0.2% | |
| NNN | B | -0.2% | |
| SAM | D | -0.2% | |
| XP | D | -0.2% | |
| THC | C | -0.2% | |
| PLD | C | -0.2% | |
| KDP | B | -0.19% | |
| CCI | C | -0.19% | |
| OMF | D | -0.19% | |
| STWD | B | -0.19% | |
| EXP | B | -0.19% | |
| EPR | C | -0.19% | |
| RHI | D | -0.18% | |
| F | F | -0.18% | |
| NEU | D | -0.18% | |
| TMO | B | -0.18% | |
| CPT | C | -0.18% | |
| CNM | F | -0.18% | |
| GAP | F | -0.17% | |
| FR | C | -0.17% | |
| KRC | C | -0.17% | |
| CLF | F | -0.17% | |
| CHE | C | -0.17% | |
| SCI | C | -0.17% | |
| M | F | -0.17% | |
| HIW | C | -0.16% | |
| MOS | F | -0.16% | |
| RGA | C | -0.16% | |
| R | C | -0.15% | |
| AVY | C | -0.15% | |
| ATO | B | -0.15% | |
| IPG | C | -0.15% | |
| ASH | F | -0.15% | |
| MOH | D | -0.15% | |
| SWKS | F | -0.15% | |
| EA | D | -0.15% | |
| CACI | B | -0.14% | |
| BKNG | B | -0.14% | |
| COKE | C | -0.13% | |
| WU | C | -0.13% | |
| CSX | C | -0.13% | |
| BRBR | B | -0.12% | |
| VIRT | C | -0.12% | |
| STT | B | -0.12% | |
| IBM | B | -0.11% | |
| WRB | D | -0.11% | |
| CHK | C | -0.1% | |
| USB | C | -0.1% | |
| GOOGL | D | -0.1% | |
| VVV | D | -0.1% | |
| PFG | B | -0.1% | |
| UI | B | -0.1% | |
| IDA | B | -0.09% | |
| SAIC | C | -0.09% | |
| PRU | C | -0.09% | |
| PPC | D | -0.09% | |
| FRT | 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% | |
| IRDM | C | -0.07% | |
| EGP | C | -0.07% | |
| AFG | C | -0.06% | |
| DLB | D | -0.06% | |
| CFG | D | -0.06% | |
| ADBE | F | -0.05% | |
| PCAR | D | -0.05% | |
| KEY | C | -0.05% | |
| RRC | D | -0.05% | |
| DTM | C | -0.05% | |
| TNL | C | -0.05% | |
| CWEN | A | -0.05% | |
| HOG | C | -0.04% | |
| LEG | D | -0.04% | |
| HUM | F | -0.04% | |
| AGO | D | -0.04% | |
| LSTR | D | -0.04% | |
| SSNC | C | -0.04% | |
| FTRE | F | -0.03% | |
| CRI | D | -0.03% | |
| LBRDK | C | -0.03% | |
| KSS | D | -0.01% | |
| SON | D | -0.01% | |
| AEE | B | -0.01% | |
| CC | D | -0.01% | |
| GO | F | -0.01% | |
| LW | D | -0.01% |
MTUM: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Diversified Industrials
Asset Management
Data Storage
Insurance - Property & Casualty
Insurance Brokers
Residential Construction
Semiconductors
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Building Materials
Business Services
Credit Services
Packaging & Containers
Banks - Global
Biotechnology
Capital Markets
Computer Systems
JPUS: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Packaged Foods
Oil & Gas E&P
Specialty Chemicals
Banks - Regional - US
Drug Manufacturers - Major
REIT - Diversified
REIT - Retail
Beverages - Soft Drinks
Communication Equipment
Credit Services
Diversified Industrials
Health Care Plans
Household & Personal Products
Information Technology Services
REIT - Industrial
Specialty Retail
Utilities - Diversified
Building Materials
Chemicals
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