USMF vs. JAVA ETF Comparison
Comparison of WisdomTree U.S. Multifactor Fund (USMF) to JPMorgan Active Value ETF (JAVA)
USMF
WisdomTree U.S. Multifactor Fund
USMF Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$45.35
Average Daily Volume
26,855
197
JAVA
JPMorgan Active Value ETF
JAVA Description
JPMorgan Active Value ETF is a transparent and actively managed fund that falls within the J.P. Morgan Global Equities platform. The fund invests primarily in large-cap equities using a bottom-up approach to select stocks that have an attractive value base and the potential for capital appreciation.Grade (RS Rating)
Last Trade
$59.12
Average Daily Volume
127,763
163
Performance
Period | USMF | JAVA |
---|---|---|
30 Days | 0.56% | -0.74% |
60 Days | 2.19% | 1.59% |
90 Days | -2.04% | 0.14% |
12 Months | 18.55% | 12.40% |
41 Overlapping Holdings
Symbol | Grade | Weight in USMF | Weight in JAVA | Overlap | |
---|---|---|---|---|---|
ABBV | B | 0.46% | 1.81% | 0.46% | |
AXP | C | 0.34% | 0.69% | 0.34% | |
BMY | F | 0.38% | 1.46% | 0.38% | |
BRK.A | C | 0.39% | 2.61% | 0.39% | |
BSX | B | 0.42% | 0.53% | 0.42% | |
CAH | D | 0.39% | 0.92% | 0.39% | |
CI | D | 0.28% | 0.49% | 0.28% | |
CMCSA | F | 0.98% | 0.85% | 0.85% | |
DAL | D | 0.25% | 0.28% | 0.25% | |
DE | F | 0.32% | 0.13% | 0.13% | |
DIS | D | 0.75% | 0.25% | 0.25% | |
ETR | D | 0.38% | 0.15% | 0.15% | |
FCNCA | C | 0.26% | 0.13% | 0.13% | |
FSLR | C | 0.48% | 0.12% | 0.12% | |
GPK | D | 0.32% | 0.35% | 0.32% | |
HIG | C | 0.43% | 0.52% | 0.43% | |
HPE | B | 0.89% | 0.18% | 0.18% | |
HST | D | 0.72% | 0.23% | 0.23% | |
IBM | B | 1.42% | 0.26% | 0.26% | |
JNJ | F | 0.48% | 0.89% | 0.48% | |
LLY | A | 0.28% | 0.31% | 0.28% | |
MET | D | 0.33% | 0.87% | 0.33% | |
MMC | B | 0.39% | 0.3% | 0.3% | |
MPC | C | 0.35% | 0.27% | 0.27% | |
MRK | C | 0.42% | 0.25% | 0.25% | |
MTB | B | 0.24% | 0.46% | 0.24% | |
NBIX | C | 0.37% | 0.15% | 0.15% | |
PG | C | 0.38% | 0.63% | 0.38% | |
REGN | B | 0.44% | 0.9% | 0.44% | |
RSG | A | 0.42% | 0.29% | 0.29% | |
TJX | A | 0.83% | 0.72% | 0.72% | |
TMUS | A | 1.14% | 0.27% | 0.27% | |
TRV | D | 0.37% | 0.6% | 0.37% | |
UHS | B | 0.35% | 0.29% | 0.29% | |
VRTX | B | 0.34% | 0.71% | 0.34% | |
VZ | B | 0.86% | 0.28% | 0.28% | |
WFC | C | 0.33% | 1.88% | 0.33% | |
WMT | A | 0.37% | 1.2% | 0.37% | |
XEL | D | 0.31% | 0.75% | 0.31% | |
XOM | C | 0.43% | 2.73% | 0.43% | |
ZBH | F | 0.36% | 0.28% | 0.28% |
USMF Overweight 156 Positions Relative to JAVA
Symbol | Grade | Weight | |
---|---|---|---|
ROP | A | 1.49% | |
MSI | A | 1.48% | |
VRSN | C | 1.48% | |
CSCO | C | 1.38% | |
FFIV | C | 1.33% | |
CTSH | C | 1.3% | |
SNX | D | 1.23% | |
GDDY | A | 1.2% | |
AKAM | F | 1.16% | |
NSIT | B | 1.16% | |
VNT | D | 1.14% | |
TDY | D | 1.11% | |
EA | B | 1.07% | |
T | B | 1.0% | |
FOXA | A | 0.99% | |
JNPR | B | 0.96% | |
NTAP | A | 0.92% | |
NYT | A | 0.92% | |
HPQ | B | 0.9% | |
OMC | D | 0.87% | |
DBX | D | 0.87% | |
WDAY | D | 0.86% | |
CRUS | A | 0.84% | |
DRI | D | 0.78% | |
QCOM | B | 0.78% | |
MUSA | B | 0.77% | |
WPC | D | 0.74% | |
DOCU | C | 0.73% | |
RHP | D | 0.71% | |
IPG | F | 0.71% | |
GNTX | C | 0.7% | |
HRB | A | 0.69% | |
TXRH | B | 0.68% | |
CIEN | F | 0.66% | |
CMG | C | 0.66% | |
FTNT | C | 0.65% | |
JBL | F | 0.63% | |
ARMK | B | 0.61% | |
EPAM | D | 0.61% | |
APP | B | 0.61% | |
APPF | B | 0.58% | |
DPZ | C | 0.57% | |
GM | B | 0.55% | |
ULTA | C | 0.52% | |
DTM | B | 0.49% | |
RL | C | 0.46% | |
WM | B | 0.45% | |
UTHR | B | 0.44% | |
MCK | B | 0.44% | |
ECL | B | 0.43% | |
LMT | B | 0.43% | |
HOLX | C | 0.43% | |
LDOS | B | 0.43% | |
EHC | B | 0.43% | |
ATR | D | 0.42% | |
EXPE | C | 0.42% | |
L | D | 0.42% | |
CACI | B | 0.42% | |
FANG | B | 0.42% | |
GILD | C | 0.42% | |
ANF | B | 0.41% | |
KMB | B | 0.41% | |
CL | B | 0.41% | |
DGX | D | 0.41% | |
INGR | D | 0.4% | |
ACI | F | 0.4% | |
RGA | B | 0.4% | |
CNA | B | 0.39% | |
JPM | A | 0.39% | |
SYK | C | 0.38% | |
CBOE | D | 0.38% | |
ELV | B | 0.38% | |
AFL | B | 0.38% | |
CW | B | 0.38% | |
ADTN | D | 0.38% | |
CHRD | C | 0.38% | |
CHE | D | 0.37% | |
OGE | C | 0.37% | |
INCY | B | 0.37% | |
AMP | B | 0.37% | |
WRB | B | 0.37% | |
PPC | A | 0.36% | |
SYY | D | 0.36% | |
UNM | C | 0.36% | |
POST | C | 0.36% | |
DCI | D | 0.36% | |
PSN | B | 0.36% | |
MSA | B | 0.36% | |
DKS | C | 0.36% | |
ORI | C | 0.36% | |
MO | A | 0.36% | |
DVN | C | 0.35% | |
CINF | B | 0.35% | |
PRU | A | 0.35% | |
MKL | C | 0.35% | |
KR | C | 0.35% | |
AIG | C | 0.35% | |
WSM | D | 0.35% | |
HCA | C | 0.35% | |
CMI | D | 0.34% | |
WAB | D | 0.34% | |
VOYA | D | 0.34% | |
PCAR | D | 0.34% | |
KEX | B | 0.34% | |
EXEL | B | 0.34% | |
VLO | C | 0.34% | |
AEP | C | 0.34% | |
GPS | C | 0.33% | |
AIZ | D | 0.33% | |
MOH | F | 0.33% | |
KHC | D | 0.33% | |
PRI | B | 0.33% | |
RYAN | B | 0.33% | |
RLI | C | 0.33% | |
AFG | D | 0.33% | |
CAG | D | 0.32% | |
EME | D | 0.32% | |
HII | D | 0.32% | |
HAL | D | 0.32% | |
FLS | D | 0.32% | |
SAIC | D | 0.32% | |
EIX | D | 0.32% | |
IBKR | A | 0.32% | |
VTRS | D | 0.32% | |
PCG | D | 0.32% | |
GIS | D | 0.32% | |
TAP | F | 0.31% | |
LPLA | B | 0.31% | |
ALL | D | 0.31% | |
CNC | D | 0.31% | |
TXT | D | 0.31% | |
WWD | C | 0.31% | |
PGR | B | 0.3% | |
DINO | D | 0.3% | |
AYI | C | 0.29% | |
CMC | D | 0.29% | |
SYF | A | 0.29% | |
EQH | A | 0.29% | |
OVV | C | 0.29% | |
STLD | C | 0.28% | |
APA | D | 0.28% | |
APO | A | 0.28% | |
WRK | D | 0.28% | |
ALSN | C | 0.28% | |
CCK | D | 0.27% | |
OC | D | 0.27% | |
NRG | C | 0.27% | |
CNM | D | 0.27% | |
DVA | C | 0.25% | |
CRBG | B | 0.25% | |
THC | B | 0.25% | |
MLI | C | 0.25% | |
SFM | A | 0.25% | |
HQY | B | 0.24% | |
TGT | D | 0.21% | |
GL | C | 0.15% |
USMF Underweight 122 Positions Relative to JAVA
Symbol | Grade | Weight | |
---|---|---|---|
CVX | C | -2.69% | |
BAC | A | -2.34% | |
UNH | C | -1.92% | |
CARR | C | -1.65% | |
PM | A | -1.57% | |
CVS | D | -1.31% | |
SCHW | C | -1.29% | |
CSX | C | -1.28% | |
COP | D | -1.27% | |
C | B | -1.25% | |
NEE | D | -1.21% | |
MCD | F | -1.13% | |
LW | F | -1.03% | |
TFC | C | -0.99% | |
ADI | B | -0.94% | |
MS | B | -0.91% | |
EMR | C | -0.89% | |
NXPI | B | -0.89% | |
TSM | B | -0.86% | |
GD | C | -0.84% | |
MDLZ | D | -0.83% | |
MSFT | A | -0.83% | |
TXN | B | -0.81% | |
VTR | A | -0.81% | |
DLR | A | -0.8% | |
HON | B | -0.8% | |
AXTA | D | -0.8% | |
APD | D | -0.79% | |
UPS | F | -0.79% | |
ETN | D | -0.78% | |
AZO | C | -0.77% | |
DOV | D | -0.77% | |
SBAC | F | -0.74% | |
STX | B | -0.73% | |
CMS | D | -0.72% | |
EOG | C | -0.71% | |
MDT | D | -0.67% | |
CPAY | D | -0.66% | |
VMC | D | -0.64% | |
LOW | D | -0.63% | |
EQIX | C | -0.63% | |
FDX | A | -0.62% | |
BLK | B | -0.62% | |
FITB | C | -0.61% | |
GLW | B | -0.59% | |
NOC | D | -0.58% | |
RTX | D | -0.57% | |
FCX | D | -0.57% | |
PFGC | D | -0.57% | |
TOL | D | -0.56% | |
CB | C | -0.56% | |
META | B | -0.56% | |
TMO | D | -0.56% | |
BJ | B | -0.55% | |
CC | F | -0.54% | |
UNP | D | -0.52% | |
FIS | B | -0.52% | |
ELS | C | -0.52% | |
CCL | B | -0.52% | |
HD | C | -0.52% | |
PNC | B | -0.51% | |
PEG | B | -0.5% | |
GOOG | A | -0.48% | |
SLGN | D | -0.46% | |
PH | C | -0.46% | |
EQR | A | -0.43% | |
AMD | B | -0.42% | |
AER | B | -0.4% | |
D | D | -0.39% | |
TT | B | -0.38% | |
SQ | D | -0.37% | |
ORLY | B | -0.36% | |
ARES | C | -0.35% | |
NTRS | C | -0.35% | |
NKE | F | -0.35% | |
GS | A | -0.35% | |
PEP | D | -0.34% | |
USB | C | -0.34% | |
GEV | B | -0.33% | |
HUM | C | -0.32% | |
BDX | F | -0.32% | |
TER | A | -0.32% | |
BIIB | C | -0.3% | |
MCHP | C | -0.3% | |
BKR | B | -0.27% | |
CHTR | C | -0.27% | |
BKNG | B | -0.26% | |
RCL | B | -0.26% | |
AMT | B | -0.26% | |
DG | D | -0.26% | |
MHK | D | -0.25% | |
ADM | C | -0.25% | |
MAS | D | -0.25% | |
WMG | D | -0.25% | |
CME | D | -0.23% | |
KTB | D | -0.23% | |
BMRN | C | -0.23% | |
BX | B | -0.22% | |
NI | B | -0.22% | |
PFE | C | -0.21% | |
HSY | F | -0.21% | |
BALL | D | -0.2% | |
RRX | F | -0.19% | |
WBD | F | -0.18% | |
TDG | C | -0.18% | |
COF | C | -0.17% | |
AA | B | -0.17% | |
UBER | B | -0.16% | |
AVB | B | -0.16% | |
MTG | B | -0.15% | |
BAX | F | -0.14% | |
NVT | D | -0.14% | |
CPRI | D | -0.13% | |
AON | C | -0.13% | |
AES | D | -0.12% | |
AMZN | A | -0.11% | |
ORCL | A | -0.11% | |
LYV | C | -0.11% | |
ICE | A | -0.1% | |
SIRI | D | -0.04% | |
AAL | F | -0.0% | |
DLTR | D | -0.0% |
USMF: Top Represented Industries & Keywords
JAVA: Top Represented Industries & Keywords