UDIV vs. JMOM ETF Comparison

Comparison of Franklin U.S. Core Dividend Tilt Index ETF (UDIV) to JPMorgan U.S. Momentum Factor ETF (JMOM)
UDIV

Franklin U.S. Core Dividend Tilt Index ETF

UDIV Description

The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ Global Dividend Index. The fund invests at least 80% of its assets in the component securities of the index and in depositary receipts representing such securities. The index includes stocks from developed and emerging market countries with high and persistent dividend income that have favorable exposure to a quality investment style factor.

Grade (RS Rating)

Last Trade

$46.42

Average Daily Volume

4,741

Number of Holdings *

277

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

JPMorgan U.S. Momentum Factor ETF

JMOM Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Momentum Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent positive momentum factor characteristics.

Grade (RS Rating)

Last Trade

$60.97

Average Daily Volume

48,194

Number of Holdings *

271

* may have additional holdings in another (foreign) market
Performance
Period UDIV JMOM
30 Days 2.89% 5.45%
60 Days 4.78% 7.40%
90 Days 6.71% 9.79%
12 Months 35.02% 41.42%
96 Overlapping Holdings
Symbol Grade Weight in UDIV Weight in JMOM Overlap
AAPL C 6.17% 1.75% 1.75%
ABBV D 0.97% 1.05% 0.97%
ADI D 0.52% 0.51% 0.51%
ALL A 0.1% 0.35% 0.1%
AMAT F 0.38% 0.66% 0.38%
AMD F 0.43% 0.77% 0.43%
AMZN C 3.48% 0.64% 0.64%
ANET C 0.28% 0.54% 0.28%
APH A 0.05% 0.48% 0.05%
ARES A 0.18% 0.31% 0.18%
AVGO D 1.72% 2.21% 1.72%
AXON A 0.08% 0.43% 0.08%
BK A 0.33% 0.39% 0.33%
BR A 0.11% 0.02% 0.02%
BSY D 0.01% 0.05% 0.01%
CAH B 0.02% 0.28% 0.02%
CAT B 0.1% 0.81% 0.1%
CMG B 0.12% 0.41% 0.12%
COIN C 0.13% 0.44% 0.13%
COP C 0.25% 0.59% 0.25%
COST B 0.26% 1.46% 0.26%
CRBG B 0.04% 0.15% 0.04%
CRM B 0.51% 1.26% 0.51%
CRWD B 0.3% 0.5% 0.3%
DASH A 0.11% 0.44% 0.11%
DELL C 0.1% 0.35% 0.1%
DLR B 0.32% 0.39% 0.32%
ED D 0.19% 0.21% 0.19%
EQIX A 0.21% 0.0% 0.0%
ESS B 0.11% 0.1% 0.1%
ETN A 0.41% 0.69% 0.41%
FANG D 0.21% 0.28% 0.21%
FE C 0.12% 0.1% 0.1%
GD F 0.06% 0.43% 0.06%
GEN B 0.07% 0.26% 0.07%
GLW B 0.21% 0.32% 0.21%
GOOGL C 1.92% 1.82% 1.82%
GS A 0.44% 0.54% 0.44%
HD A 1.06% 1.39% 1.06%
HPE B 0.1% 0.18% 0.1%
HPQ B 0.23% 0.2% 0.2%
HUBB B 0.06% 0.29% 0.06%
IBM C 0.81% 0.8% 0.8%
IFF D 0.13% 0.19% 0.13%
INTU C 0.47% 0.79% 0.47%
INVH D 0.12% 0.04% 0.04%
IRM D 0.17% 0.29% 0.17%
ISRG A 0.14% 0.8% 0.14%
JNPR F 0.07% 0.2% 0.07%
KKR A 0.16% 0.55% 0.16%
KLAC D 0.3% 0.44% 0.3%
KO D 0.74% 0.17% 0.17%
LIN D 0.14% 0.2% 0.14%
LLY F 1.21% 1.57% 1.21%
LOW D 0.27% 0.34% 0.27%
LRCX F 0.34% 0.44% 0.34%
META D 2.13% 2.02% 2.02%
MPWR F 0.12% 0.22% 0.12%
MRK F 0.71% 0.17% 0.17%
MRVL B 0.12% 0.48% 0.12%
MSFT F 6.07% 1.85% 1.85%
MU D 0.2% 0.5% 0.2%
NFLX A 0.64% 0.83% 0.64%
NI A 0.09% 0.21% 0.09%
NOW A 0.47% 0.9% 0.47%
NTAP C 0.14% 0.26% 0.14%
NVDA C 6.83% 2.48% 2.48%
ORCL B 0.5% 0.94% 0.5%
PANW C 0.27% 0.6% 0.27%
PEG A 0.16% 0.06% 0.06%
PG A 0.78% 0.19% 0.19%
PLTR B 0.31% 0.74% 0.31%
PM B 0.86% 0.79% 0.79%
PSX C 0.22% 0.35% 0.22%
QCOM F 0.74% 0.75% 0.74%
SCCO F 0.06% 0.2% 0.06%
SMCI F 0.03% 0.08% 0.03%
SNPS B 0.11% 0.11% 0.11%
SO D 0.53% 0.19% 0.19%
SPG B 0.33% 0.37% 0.33%
SYK C 0.02% 0.62% 0.02%
T A 0.79% 0.22% 0.22%
TER D 0.02% 0.12% 0.02%
TSCO D 0.04% 0.15% 0.04%
TT A 0.02% 0.51% 0.02%
TTD B 0.06% 0.4% 0.06%
TXN C 0.85% 0.78% 0.78%
UBER D 0.28% 0.57% 0.28%
UNH C 0.87% 1.34% 0.87%
VLO C 0.08% 0.25% 0.08%
VRT B 0.18% 0.44% 0.18%
VTR C 0.14% 0.26% 0.14%
WELL A 0.12% 0.45% 0.12%
WMB A 0.41% 0.44% 0.41%
WSO A 0.11% 0.19% 0.11%
ZS C 0.11% 0.26% 0.11%
UDIV Overweight 181 Positions Relative to JMOM
Symbol Grade Weight
GOOG C 1.73%
TSLA B 1.48%
XOM B 1.35%
JPM A 1.35%
JNJ D 1.16%
CVX A 1.12%
MS A 0.94%
BLK C 0.87%
CSCO B 0.86%
C A 0.82%
VZ C 0.77%
BX A 0.76%
BMY B 0.69%
PFE D 0.66%
BAC A 0.65%
GILD C 0.63%
AMGN D 0.62%
UPS C 0.57%
PEP F 0.57%
MDT D 0.56%
MO A 0.56%
PNC B 0.5%
DUK C 0.49%
ABT B 0.48%
USB A 0.47%
CME A 0.46%
ACN C 0.45%
ITW B 0.43%
PLD D 0.43%
WFC A 0.42%
INTC D 0.41%
APO B 0.4%
CVS D 0.39%
OKE A 0.38%
TFC A 0.38%
CMCSA B 0.36%
MMM D 0.36%
AMT D 0.35%
NXPI D 0.35%
ADBE C 0.35%
V A 0.34%
KMI A 0.32%
UNP C 0.3%
CMI A 0.3%
SBUX A 0.3%
AEP D 0.29%
PSA D 0.29%
PRU A 0.28%
TGT F 0.28%
MELI D 0.28%
O D 0.28%
FAST B 0.27%
F C 0.27%
D C 0.27%
PAYX C 0.26%
KMB D 0.26%
CCI D 0.24%
KVUE A 0.23%
MA C 0.23%
MCD D 0.23%
JCI C 0.23%
MSCI C 0.23%
MTB A 0.22%
EMR A 0.22%
EXC C 0.22%
XEL A 0.21%
EXR D 0.2%
ROK B 0.2%
GIS D 0.2%
MCHP D 0.2%
VICI C 0.19%
DOW F 0.19%
EIX B 0.19%
FITB A 0.19%
STT A 0.18%
WEC A 0.18%
HON B 0.18%
BKR B 0.18%
APD A 0.18%
AVB B 0.18%
RTX C 0.18%
GRMN B 0.18%
ETR B 0.18%
SYY B 0.17%
HBAN A 0.16%
TROW B 0.16%
DVN F 0.16%
KHC F 0.16%
SW A 0.16%
RF A 0.15%
DFS B 0.14%
CDNS B 0.14%
CINF A 0.14%
EQR B 0.14%
DTE C 0.14%
PPL B 0.14%
EBAY D 0.13%
LYB F 0.13%
ADP B 0.13%
DIS B 0.13%
NTRS A 0.13%
CFG B 0.13%
NKE D 0.13%
DRI B 0.12%
CLX B 0.12%
CTRA B 0.12%
IP B 0.12%
PFG D 0.12%
K A 0.12%
PKG A 0.12%
ES D 0.12%
TSN B 0.11%
GPC D 0.11%
CMS C 0.11%
SNA A 0.11%
BBY D 0.11%
LUV C 0.11%
STX D 0.11%
OMC C 0.11%
NEE D 0.11%
KEY B 0.11%
MET A 0.11%
VTRS A 0.1%
ARE D 0.1%
KIM A 0.1%
MAA B 0.1%
SUI D 0.09%
DOC D 0.09%
AMCR D 0.09%
LNT A 0.09%
DDOG A 0.09%
FNF B 0.09%
EWBC A 0.09%
BAX D 0.09%
EL F 0.09%
UDR B 0.08%
FDX B 0.08%
SWK D 0.08%
LVS C 0.08%
EVRG A 0.08%
SWKS F 0.08%
EOG A 0.07%
SJM D 0.07%
WPC D 0.07%
CG A 0.07%
NSC B 0.07%
REG B 0.07%
EMN D 0.07%
BXP D 0.07%
CAG D 0.07%
HST C 0.07%
CPT B 0.07%
ELS C 0.07%
AES F 0.06%
WDAY B 0.06%
APA D 0.06%
SLB C 0.06%
HUBS A 0.06%
IPG D 0.06%
SNOW C 0.06%
CNH C 0.06%
NET B 0.06%
LKQ D 0.06%
MDB C 0.05%
CPB D 0.05%
HRL D 0.05%
TAP C 0.05%
BEN C 0.04%
SQ B 0.04%
WBA F 0.04%
RPRX D 0.04%
ENTG D 0.04%
WMT A 0.03%
AEE A 0.03%
DG F 0.03%
AGR B 0.02%
OKTA C 0.02%
DT C 0.02%
FIS C 0.02%
SIRI C 0.01%
NEM D 0.01%
UDIV Underweight 175 Positions Relative to JMOM
Symbol Grade Weight
BRK.A B -1.78%
GE D -0.84%
APP B -0.82%
TMO F -0.79%
BKNG A -0.72%
AXP A -0.72%
MSTR C -0.67%
PGR A -0.67%
DHR F -0.62%
TJX A -0.6%
BSX B -0.6%
TMUS B -0.59%
VRTX F -0.59%
CB C -0.52%
PH A -0.5%
VST B -0.49%
SPOT B -0.47%
MCK B -0.47%
WM A -0.47%
MSI B -0.46%
RCL A -0.44%
CTAS B -0.44%
FICO B -0.42%
CEG D -0.42%
TDG D -0.42%
AMP A -0.41%
CVNA B -0.4%
HLT A -0.4%
URI B -0.4%
GWW B -0.39%
GEV B -0.39%
ORLY B -0.39%
ECL D -0.38%
PWR A -0.38%
CL D -0.38%
HWM A -0.37%
PCAR B -0.37%
AFL B -0.36%
NU C -0.36%
ROP B -0.36%
AJG B -0.36%
TRGP B -0.36%
AZO C -0.35%
MPC D -0.35%
CBRE B -0.34%
CPRT A -0.34%
IT C -0.33%
COR B -0.32%
EME C -0.32%
RSG A -0.32%
LDOS C -0.31%
XPO B -0.31%
COHR B -0.3%
GDDY A -0.3%
DECK A -0.29%
CW B -0.28%
ACGL D -0.28%
PTC A -0.28%
ICE C -0.28%
BAH F -0.27%
TYL B -0.27%
HIG B -0.27%
NRG B -0.27%
BRO B -0.27%
JEF A -0.27%
ALSN B -0.27%
PHM D -0.26%
EXP A -0.26%
LII A -0.26%
DTM B -0.26%
KR B -0.26%
FFIV B -0.26%
GWRE A -0.26%
NTNX A -0.26%
WDC D -0.25%
MANH D -0.25%
STLD B -0.25%
IQV D -0.25%
USFD A -0.25%
FI A -0.25%
BWXT B -0.24%
RGA A -0.24%
EVR B -0.24%
TOL B -0.24%
CACI D -0.24%
IBKR A -0.24%
FTI A -0.24%
CBOE B -0.23%
PSN D -0.23%
HEI B -0.23%
SSNC B -0.23%
THC D -0.23%
CHD B -0.23%
SAIC F -0.22%
CASY A -0.22%
FRPT B -0.22%
NVT B -0.22%
CNM D -0.21%
INGR B -0.21%
MOH F -0.21%
TPX B -0.21%
SN D -0.2%
HCA F -0.2%
DKS C -0.2%
R B -0.2%
PSTG D -0.19%
ONTO D -0.19%
KD B -0.19%
AM A -0.19%
UHS D -0.19%
TPR B -0.19%
POST C -0.18%
AN C -0.18%
GAP C -0.18%
MEDP D -0.18%
WING D -0.18%
TXT D -0.18%
DKNG B -0.18%
UNM A -0.17%
WLK D -0.16%
H B -0.16%
DHI D -0.16%
BLD D -0.15%
CRUS D -0.15%
ROL B -0.15%
AZEK A -0.15%
MTSI B -0.14%
ARMK B -0.14%
LOPE B -0.14%
TW A -0.14%
JLL D -0.13%
SNX C -0.13%
BRBR A -0.13%
EHC B -0.13%
ORI A -0.13%
PAG B -0.12%
OHI C -0.12%
RPM A -0.12%
AVT C -0.12%
SPB C -0.11%
LPX B -0.11%
MTG C -0.1%
VRSK A -0.1%
PPC C -0.1%
VKTX F -0.1%
WFRD D -0.1%
HRB D -0.1%
VVV F -0.09%
LAMR D -0.09%
TPG A -0.09%
VLTO D -0.09%
ROIV C -0.09%
HII D -0.08%
INFA D -0.08%
PRI A -0.08%
COKE C -0.08%
APPF B -0.08%
AGO B -0.07%
WSM B -0.07%
RS B -0.07%
OLED D -0.07%
SRE A -0.07%
FYBR D -0.06%
AWI A -0.06%
AYI B -0.06%
PNR A -0.06%
NSA D -0.05%
FCNCA A -0.05%
CXT B -0.04%
RYAN B -0.04%
SLM A -0.03%
ESTC C -0.02%
TKR D -0.01%
STAG F -0.01%
MORN B -0.0%
Compare ETFs