USMF vs. JCTR ETF Comparison
Comparison of WisdomTree U.S. Multifactor Fund (USMF) to JPMorgan Carbon Transition U.S. Equity ETF (JCTR)
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
$52.37
Average Daily Volume
25,306
199
JCTR
JPMorgan Carbon Transition U.S. Equity ETF
JCTR Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.Grade (RS Rating)
Last Trade
$81.11
Average Daily Volume
149
428
Performance
Period | USMF | JCTR |
---|---|---|
30 Days | 6.39% | 4.02% |
60 Days | 7.88% | 5.04% |
90 Days | 8.72% | 6.88% |
12 Months | 32.34% | 32.99% |
84 Overlapping Holdings
Symbol | Grade | Weight in USMF | Weight in JCTR | Overlap | |
---|---|---|---|---|---|
ABBV | D | 0.37% | 0.4% | 0.37% | |
ABT | B | 0.4% | 0.19% | 0.19% | |
ACI | C | 0.36% | 0.03% | 0.03% | |
ADP | B | 0.41% | 0.47% | 0.41% | |
AFL | B | 0.35% | 0.23% | 0.23% | |
AIG | B | 0.34% | 0.17% | 0.17% | |
AMT | D | 0.22% | 0.02% | 0.02% | |
AXP | A | 0.34% | 0.6% | 0.34% | |
AZO | C | 0.73% | 0.12% | 0.12% | |
BAH | F | 0.31% | 0.07% | 0.07% | |
BRK.A | B | 0.37% | 0.95% | 0.37% | |
BSX | B | 0.42% | 0.48% | 0.42% | |
CAG | D | 0.26% | 0.04% | 0.04% | |
CBOE | B | 0.33% | 0.08% | 0.08% | |
CI | F | 0.28% | 0.31% | 0.28% | |
CMCSA | B | 0.93% | 0.34% | 0.34% | |
CME | A | 0.37% | 0.3% | 0.3% | |
COP | C | 0.4% | 0.74% | 0.4% | |
COR | B | 0.49% | 0.15% | 0.15% | |
CRM | B | 0.99% | 0.33% | 0.33% | |
DE | A | 0.31% | 0.34% | 0.31% | |
DIS | B | 0.82% | 0.17% | 0.17% | |
DOV | A | 0.39% | 0.1% | 0.1% | |
DUK | C | 0.3% | 0.02% | 0.02% | |
EA | A | 1.11% | 0.16% | 0.16% | |
EBAY | D | 0.68% | 0.11% | 0.11% | |
ECL | D | 0.45% | 0.23% | 0.23% | |
EIX | B | 0.28% | 0.13% | 0.13% | |
ELS | C | 0.32% | 0.03% | 0.03% | |
ELV | F | 0.3% | 0.32% | 0.3% | |
EOG | A | 0.42% | 0.13% | 0.13% | |
EPAM | C | 0.76% | 0.06% | 0.06% | |
EXPE | B | 0.53% | 0.08% | 0.08% | |
FCN | D | 0.24% | 0.02% | 0.02% | |
FI | A | 0.42% | 0.45% | 0.42% | |
FMC | D | 0.18% | 0.03% | 0.03% | |
FOXA | B | 1.09% | 0.06% | 0.06% | |
FRT | B | 0.3% | 0.04% | 0.04% | |
FSLR | F | 0.48% | 0.15% | 0.15% | |
FTNT | C | 0.88% | 0.22% | 0.22% | |
GEN | B | 1.03% | 0.06% | 0.06% | |
GILD | C | 0.43% | 0.43% | 0.43% | |
GIS | D | 0.27% | 0.13% | 0.13% | |
HAL | C | 0.33% | 0.19% | 0.19% | |
HIG | B | 0.39% | 0.1% | 0.1% | |
HOLX | D | 0.42% | 0.07% | 0.07% | |
IBKR | A | 0.4% | 0.07% | 0.07% | |
IBM | C | 1.32% | 0.54% | 0.54% | |
INGR | B | 0.4% | 0.03% | 0.03% | |
IPG | D | 0.75% | 0.04% | 0.04% | |
JNJ | D | 0.42% | 0.68% | 0.42% | |
KHC | F | 0.26% | 0.09% | 0.09% | |
KMB | D | 0.31% | 0.14% | 0.14% | |
KR | B | 0.34% | 0.13% | 0.13% | |
MAS | D | 0.28% | 0.07% | 0.07% | |
MCK | B | 0.46% | 0.3% | 0.3% | |
MRK | F | 0.34% | 0.32% | 0.32% | |
MSA | D | 0.34% | 0.02% | 0.02% | |
MSI | B | 1.52% | 0.3% | 0.3% | |
PCAR | B | 0.37% | 0.22% | 0.22% | |
PGR | A | 0.35% | 0.56% | 0.35% | |
POST | C | 0.3% | 0.02% | 0.02% | |
PRI | A | 0.35% | 0.04% | 0.04% | |
PYPL | B | 0.23% | 0.33% | 0.23% | |
REGN | F | 0.28% | 0.3% | 0.28% | |
RGA | A | 0.34% | 0.06% | 0.06% | |
ROP | B | 1.35% | 0.22% | 0.22% | |
RSG | A | 0.4% | 0.16% | 0.16% | |
SYF | B | 0.32% | 0.1% | 0.1% | |
SYY | B | 0.31% | 0.12% | 0.12% | |
T | A | 1.05% | 0.16% | 0.16% | |
TAP | C | 0.32% | 0.03% | 0.03% | |
TDY | B | 1.34% | 0.08% | 0.08% | |
TJX | A | 0.85% | 0.05% | 0.05% | |
TMO | F | 0.31% | 0.22% | 0.22% | |
TRV | B | 0.37% | 0.22% | 0.22% | |
TYL | B | 1.12% | 0.1% | 0.1% | |
VRSK | A | 0.38% | 0.3% | 0.3% | |
VZ | C | 0.87% | 0.15% | 0.15% | |
WFC | A | 0.39% | 0.25% | 0.25% | |
WM | A | 0.42% | 0.33% | 0.33% | |
WMT | A | 0.35% | 0.48% | 0.35% | |
WPC | D | 0.27% | 0.04% | 0.04% | |
WRB | A | 0.33% | 0.07% | 0.07% |
USMF Overweight 115 Positions Relative to JCTR
Symbol | Grade | Weight | |
---|---|---|---|
APP | B | 1.61% | |
GDDY | A | 1.49% | |
VRSN | F | 1.43% | |
CTSH | B | 1.38% | |
FFIV | B | 1.31% | |
TMUS | B | 1.29% | |
SNX | C | 1.17% | |
FICO | B | 1.08% | |
ZM | B | 1.07% | |
DBX | B | 1.02% | |
DOCU | A | 1.02% | |
CVLT | B | 1.01% | |
JNPR | F | 1.0% | |
AKAM | D | 0.96% | |
HPQ | B | 0.93% | |
DT | C | 0.92% | |
NYT | C | 0.88% | |
ORLY | B | 0.82% | |
TXRH | C | 0.81% | |
WDAY | B | 0.81% | |
DRI | B | 0.79% | |
NTAP | C | 0.79% | |
MUSA | A | 0.74% | |
LVS | C | 0.7% | |
ARMK | B | 0.69% | |
INFA | D | 0.66% | |
NTNX | A | 0.64% | |
GM | B | 0.63% | |
HRB | D | 0.6% | |
LDOS | C | 0.52% | |
CRUS | D | 0.5% | |
EHC | B | 0.44% | |
CAH | B | 0.44% | |
EXEL | B | 0.43% | |
CACI | D | 0.43% | |
AMP | A | 0.43% | |
XOM | B | 0.43% | |
UTHR | C | 0.41% | |
DGX | A | 0.41% | |
ETR | B | 0.4% | |
RJF | A | 0.4% | |
LMT | D | 0.4% | |
ADTN | A | 0.4% | |
BR | A | 0.39% | |
JPM | A | 0.39% | |
L | A | 0.39% | |
ANF | C | 0.39% | |
GPK | C | 0.38% | |
LH | C | 0.38% | |
UNM | A | 0.38% | |
ZBH | C | 0.38% | |
PPC | C | 0.37% | |
ALSN | B | 0.37% | |
CCK | C | 0.37% | |
CHE | D | 0.37% | |
ALL | A | 0.36% | |
BRO | B | 0.36% | |
AIZ | A | 0.36% | |
LHX | C | 0.36% | |
SSNC | B | 0.36% | |
CINF | A | 0.36% | |
BMY | B | 0.36% | |
RLI | B | 0.36% | |
MRO | B | 0.35% | |
ORI | A | 0.35% | |
CNA | B | 0.35% | |
GAP | C | 0.35% | |
VOYA | B | 0.35% | |
J | F | 0.34% | |
MO | A | 0.34% | |
OGE | B | 0.34% | |
BERY | B | 0.34% | |
EME | C | 0.34% | |
MLI | C | 0.34% | |
NTRS | A | 0.33% | |
MKL | A | 0.33% | |
PG | A | 0.32% | |
MTB | A | 0.32% | |
EWBC | A | 0.32% | |
VTRS | A | 0.32% | |
VLO | C | 0.32% | |
GLPI | C | 0.32% | |
PCG | A | 0.31% | |
NNN | D | 0.31% | |
HCA | F | 0.31% | |
DVN | F | 0.31% | |
UHS | D | 0.31% | |
VICI | C | 0.31% | |
CBSH | A | 0.31% | |
SAIC | F | 0.3% | |
REYN | D | 0.3% | |
PNW | B | 0.3% | |
LPX | B | 0.29% | |
RYAN | B | 0.29% | |
SFM | A | 0.29% | |
MPC | D | 0.29% | |
MTG | C | 0.29% | |
CRS | A | 0.29% | |
CL | D | 0.29% | |
THC | D | 0.28% | |
FCNCA | A | 0.28% | |
AEP | D | 0.27% | |
DVA | B | 0.27% | |
FDX | B | 0.26% | |
NBIX | C | 0.25% | |
CNC | D | 0.25% | |
DINO | D | 0.25% | |
HALO | F | 0.23% | |
PAYC | B | 0.23% | |
HII | D | 0.23% | |
APA | D | 0.22% | |
MMM | D | 0.21% | |
BMRN | D | 0.2% | |
GL | B | 0.14% | |
LNTH | D | 0.13% |
USMF Underweight 344 Positions Relative to JCTR
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | -6.75% | |
AAPL | C | -6.45% | |
MSFT | F | -5.71% | |
AMZN | C | -3.43% | |
GOOGL | C | -3.03% | |
TSLA | B | -1.98% | |
META | D | -1.96% | |
AVGO | D | -1.69% | |
LLY | F | -1.42% | |
V | A | -1.21% | |
UNH | C | -1.16% | |
MA | C | -1.14% | |
HD | A | -1.05% | |
NFLX | A | -1.01% | |
CSCO | B | -0.77% | |
NOW | A | -0.74% | |
ACN | C | -0.71% | |
MCD | D | -0.69% | |
ADBE | C | -0.69% | |
CAT | B | -0.68% | |
BKNG | A | -0.68% | |
GS | A | -0.68% | |
ISRG | A | -0.67% | |
LIN | D | -0.67% | |
AMD | F | -0.66% | |
INTU | C | -0.66% | |
MS | A | -0.57% | |
COST | B | -0.56% | |
SPGI | C | -0.56% | |
NEE | D | -0.55% | |
AMGN | D | -0.55% | |
SYK | C | -0.51% | |
AMAT | F | -0.5% | |
UBER | D | -0.49% | |
C | A | -0.49% | |
WMB | A | -0.49% | |
OKE | A | -0.46% | |
VRTX | F | -0.46% | |
PANW | C | -0.45% | |
SLB | C | -0.45% | |
SCHW | B | -0.44% | |
PLTR | B | -0.44% | |
CB | C | -0.43% | |
BX | A | -0.43% | |
BAC | A | -0.41% | |
PLD | D | -0.39% | |
ANET | C | -0.37% | |
NKE | D | -0.34% | |
PH | A | -0.34% | |
KKR | A | -0.34% | |
ORCL | B | -0.33% | |
ICE | C | -0.33% | |
KLAC | D | -0.32% | |
CMG | B | -0.31% | |
SNPS | B | -0.31% | |
TRGP | B | -0.31% | |
TT | A | -0.31% | |
ITW | B | -0.3% | |
CDNS | B | -0.3% | |
MCO | B | -0.29% | |
MRVL | B | -0.29% | |
APO | B | -0.29% | |
EMR | A | -0.28% | |
AON | A | -0.28% | |
CTAS | B | -0.28% | |
CVX | A | -0.27% | |
COF | B | -0.26% | |
CVS | D | -0.26% | |
ADSK | A | -0.25% | |
FANG | D | -0.24% | |
SPOT | B | -0.24% | |
AJG | B | -0.24% | |
ABNB | C | -0.22% | |
BLK | C | -0.22% | |
URI | B | -0.21% | |
CARR | D | -0.21% | |
SPG | B | -0.21% | |
PSA | D | -0.2% | |
DHR | F | -0.2% | |
QCOM | F | -0.2% | |
FIS | C | -0.19% | |
AWK | D | -0.19% | |
GWW | B | -0.19% | |
MAR | B | -0.19% | |
SRE | A | -0.19% | |
NU | C | -0.18% | |
O | D | -0.18% | |
DHI | D | -0.18% | |
MET | A | -0.18% | |
AME | A | -0.17% | |
PRU | A | -0.17% | |
CPRT | A | -0.17% | |
SQ | B | -0.17% | |
MSCI | C | -0.17% | |
PAYX | C | -0.17% | |
TXN | C | -0.16% | |
ES | D | -0.16% | |
LEN | D | -0.16% | |
NEM | D | -0.16% | |
PEG | A | -0.16% | |
DFS | B | -0.16% | |
EW | C | -0.15% | |
TEAM | A | -0.15% | |
HLT | A | -0.15% | |
LULU | C | -0.15% | |
MNST | C | -0.15% | |
CCI | D | -0.15% | |
OTIS | C | -0.15% | |
CBRE | B | -0.15% | |
IT | C | -0.15% | |
IR | B | -0.15% | |
IQV | D | -0.14% | |
EXC | C | -0.14% | |
A | D | -0.14% | |
YUM | B | -0.14% | |
DDOG | A | -0.14% | |
VEEV | C | -0.13% | |
RMD | C | -0.13% | |
WAB | B | -0.13% | |
EXR | D | -0.13% | |
ROK | B | -0.13% | |
STZ | D | -0.13% | |
HUBS | A | -0.13% | |
KDP | D | -0.13% | |
IDXX | F | -0.13% | |
ALNY | D | -0.12% | |
EFX | F | -0.12% | |
SHW | A | -0.12% | |
AVB | B | -0.12% | |
ACGL | D | -0.12% | |
ED | D | -0.12% | |
MTD | D | -0.11% | |
NDAQ | A | -0.11% | |
CMI | A | -0.11% | |
DXCM | D | -0.11% | |
XYL | D | -0.11% | |
PFE | D | -0.11% | |
GPN | B | -0.11% | |
TSCO | D | -0.11% | |
CSGP | D | -0.11% | |
ANSS | B | -0.11% | |
TTWO | A | -0.11% | |
HSY | F | -0.1% | |
CHD | B | -0.1% | |
PHM | D | -0.1% | |
DECK | A | -0.1% | |
KEYS | A | -0.1% | |
ARES | A | -0.1% | |
NET | B | -0.1% | |
PTC | A | -0.09% | |
IFF | D | -0.09% | |
SBAC | D | -0.09% | |
HUBB | B | -0.09% | |
CDW | F | -0.09% | |
LOW | D | -0.09% | |
VLTO | D | -0.09% | |
UNP | C | -0.09% | |
CLX | B | -0.08% | |
OMC | C | -0.08% | |
MU | D | -0.08% | |
WAT | B | -0.08% | |
HOOD | B | -0.08% | |
ADM | D | -0.08% | |
LPLA | A | -0.08% | |
IEX | B | -0.07% | |
TWLO | A | -0.07% | |
SNA | A | -0.07% | |
K | A | -0.07% | |
LYV | A | -0.07% | |
LII | A | -0.07% | |
AR | B | -0.07% | |
MKC | D | -0.07% | |
ULTA | F | -0.07% | |
ESS | B | -0.07% | |
MDB | C | -0.07% | |
CSL | C | -0.07% | |
TRU | D | -0.07% | |
ZBRA | B | -0.07% | |
ROST | C | -0.06% | |
NI | A | -0.06% | |
TSN | B | -0.06% | |
GWRE | A | -0.06% | |
PINS | D | -0.06% | |
RBA | A | -0.06% | |
AVY | D | -0.06% | |
KIM | A | -0.06% | |
ENPH | F | -0.06% | |
NTRA | B | -0.06% | |
LRCX | F | -0.06% | |
TRMB | B | -0.06% | |
WSM | B | -0.06% | |
TOST | B | -0.06% | |
CNP | B | -0.06% | |
EXPD | D | -0.06% | |
PODD | C | -0.06% | |
CASY | A | -0.05% | |
GLOB | B | -0.05% | |
GNRC | B | -0.05% | |
INCY | C | -0.05% | |
CLH | B | -0.05% | |
MRNA | F | -0.05% | |
REG | B | -0.05% | |
RNR | C | -0.05% | |
USFD | A | -0.05% | |
POOL | C | -0.05% | |
TW | A | -0.05% | |
ALB | C | -0.05% | |
JEF | A | -0.05% | |
ACM | A | -0.05% | |
PSTG | D | -0.05% | |
NDSN | B | -0.05% | |
GGG | B | -0.05% | |
Z | A | -0.05% | |
EG | C | -0.05% | |
EL | F | -0.05% | |
UDR | B | -0.05% | |
CUBE | D | -0.04% | |
HAS | D | -0.04% | |
OKTA | C | -0.04% | |
GME | C | -0.04% | |
MTZ | B | -0.04% | |
MKTX | D | -0.04% | |
SSD | D | -0.04% | |
FND | C | -0.04% | |
AYI | B | -0.04% | |
LW | C | -0.04% | |
OHI | C | -0.04% | |
SJM | D | -0.04% | |
WFRD | D | -0.04% | |
NVT | B | -0.04% | |
TPR | B | -0.04% | |
FLS | B | -0.04% | |
PCTY | B | -0.04% | |
AFRM | B | -0.04% | |
JLL | D | -0.04% | |
TTEK | F | -0.04% | |
BG | F | -0.04% | |
WTRG | B | -0.04% | |
JKHY | D | -0.04% | |
ALLY | C | -0.04% | |
PFGC | B | -0.04% | |
LAD | A | -0.04% | |
DAY | B | -0.04% | |
ALLE | D | -0.04% | |
AMH | D | -0.04% | |
CHRW | C | -0.04% | |
INTC | D | -0.04% | |
KMX | B | -0.04% | |
BXP | D | -0.04% | |
LYFT | C | -0.03% | |
CFLT | B | -0.03% | |
G | B | -0.03% | |
WEX | D | -0.03% | |
CPB | D | -0.03% | |
CNH | C | -0.03% | |
LSCC | D | -0.03% | |
ESI | A | -0.03% | |
RGEN | D | -0.03% | |
CE | F | -0.03% | |
CIEN | B | -0.03% | |
HES | B | -0.03% | |
VFC | C | -0.03% | |
REXR | F | -0.03% | |
MORN | B | -0.03% | |
RHI | B | -0.03% | |
FE | C | -0.03% | |
ONTO | D | -0.03% | |
BBWI | D | -0.03% | |
ZS | C | -0.03% | |
ADI | D | -0.03% | |
GPC | D | -0.03% | |
SMCI | F | -0.03% | |
WCC | B | -0.03% | |
SCCO | F | -0.03% | |
MDT | D | -0.03% | |
VNT | B | -0.02% | |
CWEN | C | -0.02% | |
HUN | F | -0.02% | |
FLO | D | -0.02% | |
U | C | -0.02% | |
YETI | C | -0.02% | |
STAG | F | -0.02% | |
WEN | D | -0.02% | |
LSTR | D | -0.02% | |
CGNX | C | -0.02% | |
COTY | F | -0.02% | |
BSY | D | -0.02% | |
HAYW | B | -0.02% | |
AGNC | D | -0.02% | |
RYN | D | -0.02% | |
PAG | B | -0.02% | |
WHR | B | -0.02% | |
SBUX | A | -0.02% | |
WU | D | -0.02% | |
DV | C | -0.02% | |
MTCH | D | -0.02% | |
STWD | C | -0.02% | |
DLR | B | -0.02% | |
MIDD | C | -0.02% | |
ETSY | D | -0.02% | |
PLNT | A | -0.02% | |
ASH | D | -0.02% | |
WBA | F | -0.02% | |
XP | F | -0.02% | |
DLB | B | -0.02% | |
AMG | B | -0.02% | |
NFG | A | -0.02% | |
MKSI | C | -0.02% | |
SLM | A | -0.02% | |
AXS | A | -0.02% | |
FRPT | B | -0.02% | |
OLED | D | -0.02% | |
VVV | F | -0.02% | |
UGI | A | -0.02% | |
RL | B | -0.02% | |
PATH | C | -0.02% | |
SKX | D | -0.02% | |
BRX | A | -0.02% | |
MMC | B | -0.02% | |
CROX | D | -0.02% | |
AL | B | -0.02% | |
NFE | D | -0.01% | |
SIRI | C | -0.01% | |
CHH | A | -0.01% | |
PEGA | A | -0.01% | |
AGR | B | -0.01% | |
TPG | A | -0.01% | |
DNB | B | -0.01% | |
CERT | F | -0.01% | |
GNTX | C | -0.01% | |
CPRI | F | -0.01% | |
HXL | D | -0.01% | |
COLM | B | -0.01% | |
MAN | D | -0.01% | |
IONS | F | -0.01% | |
ENOV | C | -0.01% | |
ELF | C | -0.01% | |
ZI | D | -0.01% | |
IRDM | D | -0.01% | |
W | F | -0.01% | |
BHF | B | -0.0% | |
MPW | F | -0.0% | |
PINC | B | -0.0% | |
SMG | D | -0.0% |
USMF: Top Represented Industries & Keywords
JCTR: Top Represented Industries & Keywords