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      USMF vs. JPUS ETF Comparison

      Comparison of WisdomTree U.S. Multifactor Fund (USMF) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)
      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

      $45.12

      Average Daily Volume

      23,723

      Number of Holdings *

      197

      * 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

      $108.90

      Average Daily Volume

      9,402

      Number of Holdings *

      350

      * may have additional holdings in another (foreign) market
      Performance
      Period USMF JPUS
      30 Days -0.65% -1.02%
      60 Days 0.73% -0.34%
      90 Days -2.53% -1.62%
      12 Months 19.17% 14.06%
      99 Overlapping Holdings
      Symbol Grade Weight in USMF Weight in JPUS Overlap
      ABBV C 0.46% 0.37% 0.37%
      ACI F 0.4% 0.33% 0.33%
      AFG D 0.33% 0.06% 0.06%
      AFL B 0.38% 0.35% 0.35%
      ALSN D 0.28% 0.27% 0.27%
      AMP B 0.37% 0.24% 0.24%
      APO B 0.28% 0.18% 0.18%
      BMY F 0.38% 0.2% 0.2%
      BRK.A C 0.39% 0.39% 0.39%
      CACI B 0.42% 0.13% 0.13%
      CAG D 0.32% 0.31% 0.31%
      CAH D 0.39% 0.34% 0.34%
      CBOE D 0.38% 0.25% 0.25%
      CHE D 0.37% 0.17% 0.17%
      CI D 0.28% 0.38% 0.28%
      CIEN F 0.66% 0.22% 0.22%
      CL B 0.41% 0.45% 0.41%
      CMCSA F 0.98% 0.35% 0.35%
      CMI D 0.34% 0.34% 0.34%
      CNM D 0.27% 0.2% 0.2%
      CSCO D 1.38% 0.36% 0.36%
      CTSH C 1.3% 0.34% 0.34%
      DGX C 0.41% 0.33% 0.33%
      DINO D 0.3% 0.28% 0.28%
      DKS C 0.36% 0.48% 0.36%
      DRI D 0.78% 0.24% 0.24%
      DTM B 0.49% 0.02% 0.02%
      DVA C 0.25% 0.38% 0.25%
      EA B 1.07% 0.18% 0.18%
      ECL B 0.43% 0.18% 0.18%
      EIX C 0.32% 0.4% 0.32%
      ELV C 0.38% 0.38% 0.38%
      ETR D 0.38% 0.38% 0.38%
      FANG B 0.42% 0.35% 0.35%
      FCNCA C 0.26% 0.42% 0.26%
      GILD C 0.42% 0.3% 0.3%
      GIS D 0.32% 0.35% 0.32%
      GL D 0.15% 0.08% 0.08%
      GNTX D 0.7% 0.33% 0.33%
      HCA C 0.35% 0.43% 0.35%
      HIG C 0.43% 0.43% 0.43%
      HOLX C 0.43% 0.3% 0.3%
      HPE C 0.89% 0.38% 0.38%
      HRB B 0.69% 0.43% 0.43%
      HST D 0.72% 0.34% 0.34%
      IBM B 1.42% 0.1% 0.1%
      INGR D 0.4% 0.38% 0.38%
      IPG F 0.71% 0.15% 0.15%
      JNPR B 0.96% 0.38% 0.38%
      KHC D 0.33% 0.36% 0.33%
      KMB B 0.41% 0.45% 0.41%
      KR C 0.35% 0.39% 0.35%
      LLY A 0.28% 0.46% 0.28%
      LMT C 0.43% 0.36% 0.36%
      MCK B 0.44% 0.44% 0.44%
      MMC B 0.39% 0.38% 0.38%
      MO A 0.36% 0.44% 0.36%
      MOH F 0.33% 0.15% 0.15%
      MPC D 0.35% 0.39% 0.35%
      MRK C 0.42% 0.4% 0.4%
      MSI B 1.48% 0.43% 0.43%
      NTAP A 0.92% 0.38% 0.38%
      OC D 0.27% 0.27% 0.27%
      OGE C 0.37% 0.34% 0.34%
      ORI D 0.36% 0.26% 0.26%
      PCAR D 0.34% 0.06% 0.06%
      PCG D 0.32% 0.37% 0.32%
      PG C 0.38% 0.41% 0.38%
      PGR B 0.3% 0.44% 0.3%
      POST C 0.36% 0.39% 0.36%
      PPC B 0.36% 0.04% 0.04%
      PRU B 0.35% 0.09% 0.09%
      REGN B 0.44% 0.42% 0.42%
      RGA C 0.4% 0.17% 0.17%
      RSG A 0.42% 0.42% 0.42%
      SAIC D 0.32% 0.07% 0.07%
      SNX D 1.23% 0.11% 0.11%
      STLD D 0.28% 0.34% 0.28%
      SYF B 0.29% 0.36% 0.29%
      SYK B 0.38% 0.29% 0.29%
      SYY D 0.36% 0.36% 0.36%
      T B 1.0% 0.38% 0.38%
      TAP F 0.31% 0.32% 0.31%
      TGT D 0.21% 0.23% 0.21%
      TJX A 0.83% 0.37% 0.37%
      TMUS B 1.14% 0.43% 0.43%
      UHS C 0.35% 0.38% 0.35%
      UNM D 0.36% 0.37% 0.36%
      UTHR B 0.44% 0.39% 0.39%
      VLO D 0.34% 0.37% 0.34%
      VRTX B 0.34% 0.43% 0.34%
      VTRS D 0.32% 0.2% 0.2%
      VZ B 0.86% 0.38% 0.38%
      WM B 0.45% 0.41% 0.41%
      WPC D 0.74% 0.24% 0.24%
      WRB C 0.37% 0.12% 0.12%
      WSM D 0.35% 0.48% 0.35%
      XEL D 0.31% 0.32% 0.31%
      XOM D 0.43% 0.77% 0.43%
      USMF Overweight 98 Positions Relative to JPUS
      Symbol Grade Weight
      ROP B 1.49%
      VRSN C 1.48%
      FFIV C 1.33%
      GDDY A 1.2%
      AKAM F 1.16%
      NSIT C 1.16%
      VNT D 1.14%
      TDY D 1.11%
      FOXA B 0.99%
      NYT A 0.92%
      HPQ C 0.9%
      OMC D 0.87%
      DBX D 0.87%
      WDAY D 0.86%
      CRUS A 0.84%
      QCOM B 0.78%
      MUSA C 0.77%
      DIS D 0.75%
      DOCU C 0.73%
      RHP D 0.71%
      TXRH B 0.68%
      CMG D 0.66%
      FTNT C 0.65%
      JBL F 0.63%
      ARMK C 0.61%
      EPAM F 0.61%
      APP B 0.61%
      APPF B 0.58%
      DPZ D 0.57%
      GM B 0.55%
      ULTA D 0.52%
      FSLR C 0.48%
      JNJ F 0.48%
      RL C 0.46%
      LDOS B 0.43%
      EHC B 0.43%
      ATR D 0.42%
      EXPE C 0.42%
      BSX B 0.42%
      L D 0.42%
      ANF C 0.41%
      CNA B 0.39%
      JPM B 0.39%
      CW C 0.38%
      ADTN D 0.38%
      CHRD C 0.38%
      INCY D 0.37%
      NBIX C 0.37%
      TRV D 0.37%
      WMT A 0.37%
      DCI D 0.36%
      PSN C 0.36%
      MSA C 0.36%
      ZBH D 0.36%
      DVN D 0.35%
      CINF C 0.35%
      MKL D 0.35%
      AIG D 0.35%
      AXP C 0.34%
      WAB D 0.34%
      VOYA D 0.34%
      KEX B 0.34%
      EXEL C 0.34%
      AEP C 0.34%
      GPS C 0.33%
      AIZ D 0.33%
      MET D 0.33%
      PRI C 0.33%
      RYAN B 0.33%
      RLI D 0.33%
      WFC C 0.33%
      GPK D 0.32%
      EME D 0.32%
      HII D 0.32%
      DE F 0.32%
      HAL F 0.32%
      FLS D 0.32%
      IBKR B 0.32%
      LPLA B 0.31%
      ALL D 0.31%
      CNC D 0.31%
      TXT D 0.31%
      WWD D 0.31%
      AYI D 0.29%
      CMC D 0.29%
      EQH B 0.29%
      OVV D 0.29%
      APA F 0.28%
      WRK C 0.28%
      CCK F 0.27%
      NRG D 0.27%
      DAL D 0.25%
      CRBG C 0.25%
      THC C 0.25%
      MLI C 0.25%
      SFM B 0.25%
      MTB C 0.24%
      HQY B 0.24%
      USMF Underweight 251 Positions Relative to JPUS
      Symbol Grade Weight
      VST C -0.63%
      NVDA B -0.59%
      META A -0.57%
      TRGP A -0.51%
      CLH B -0.49%
      CASY B -0.49%
      APH B -0.48%
      CEG B -0.47%
      ANET A -0.47%
      PEG B -0.46%
      KLAC B -0.45%
      BG B -0.45%
      PWR D -0.44%
      ADI B -0.44%
      AVGO B -0.44%
      PM B -0.44%
      MSFT A -0.43%
      IRM B -0.43%
      AMAT B -0.43%
      AAPL A -0.42%
      ORCL A -0.42%
      ETN C -0.42%
      SCCO C -0.42%
      KO A -0.42%
      LRCX B -0.42%
      GD D -0.42%
      CHD C -0.41%
      AMGN B -0.41%
      USFD C -0.41%
      K D -0.41%
      TSCO D -0.41%
      LAMR B -0.41%
      WLK D -0.4%
      PEP D -0.4%
      AM B -0.4%
      ATO D -0.4%
      CPB B -0.4%
      STZ B -0.4%
      SO B -0.4%
      CUBE B -0.4%
      TOL D -0.39%
      PHM D -0.39%
      OHI B -0.39%
      NVR D -0.39%
      SPG C -0.39%
      NI B -0.38%
      AZO C -0.38%
      PSX D -0.38%
      ORLY C -0.38%
      CDNS B -0.38%
      INTU A -0.38%
      CNP B -0.37%
      WELL A -0.37%
      LYB D -0.37%
      GRMN C -0.37%
      CTRA D -0.37%
      PPL D -0.37%
      FYBR B -0.37%
      PNW C -0.37%
      FE C -0.36%
      ED D -0.36%
      MDLZ D -0.36%
      GWW C -0.36%
      DHI D -0.36%
      LEN D -0.36%
      CVX D -0.35%
      AOS D -0.35%
      CLX D -0.35%
      PSA B -0.35%
      SRE B -0.35%
      BAH C -0.35%
      COF D -0.35%
      LOW D -0.34%
      ACGL C -0.34%
      VICI D -0.34%
      ABT D -0.34%
      MNST D -0.34%
      ESI B -0.34%
      NXST B -0.34%
      GLPI B -0.34%
      AVB B -0.34%
      WMB B -0.34%
      RS D -0.34%
      PFGC D -0.34%
      DUK C -0.33%
      D C -0.33%
      EVRG D -0.33%
      DHR D -0.33%
      UNH D -0.33%
      KVUE F -0.33%
      KMI B -0.33%
      CSGP F -0.32%
      PLD C -0.32%
      WY F -0.32%
      MRO B -0.32%
      FAST D -0.32%
      DOW D -0.32%
      MTG B -0.32%
      ZTS C -0.32%
      LNG B -0.31%
      PAG D -0.31%
      IT B -0.31%
      EQT D -0.31%
      FNF D -0.31%
      ITW D -0.31%
      ACN D -0.31%
      EQIX C -0.31%
      EXC D -0.31%
      BRX B -0.31%
      JLL B -0.31%
      WEC D -0.31%
      NFG D -0.3%
      HUBB C -0.3%
      DTE D -0.3%
      EG D -0.3%
      NUE F -0.3%
      LW F -0.3%
      X C -0.3%
      COP D -0.29%
      LIN C -0.29%
      EOG D -0.29%
      WST F -0.29%
      PH D -0.29%
      OLN F -0.29%
      UNP D -0.28%
      STE C -0.28%
      CHTR C -0.28%
      AEE D -0.28%
      BAC B -0.28%
      CB C -0.28%
      ROST B -0.28%
      EMN D -0.28%
      CF F -0.28%
      KIM B -0.28%
      CELH F -0.28%
      HUN F -0.27%
      CMS D -0.27%
      MEDP C -0.27%
      HRL F -0.27%
      BLDR F -0.27%
      MAS D -0.27%
      IP C -0.27%
      ALLY B -0.27%
      SJM D -0.27%
      PKG C -0.26%
      SPB D -0.26%
      FCX C -0.26%
      CE F -0.26%
      MDT D -0.25%
      ESS B -0.25%
      BBY C -0.25%
      STAG B -0.25%
      RPM D -0.25%
      REG B -0.25%
      Z C -0.25%
      HBAN D -0.24%
      FITB D -0.24%
      AME D -0.24%
      VTR A -0.23%
      GEHC D -0.23%
      CAT D -0.23%
      DOX D -0.23%
      CVS D -0.23%
      BDX F -0.22%
      VVV B -0.22%
      MAA C -0.22%
      UGI D -0.22%
      M C -0.22%
      PFE C -0.22%
      MSM F -0.22%
      SWKS C -0.21%
      ROKU C -0.21%
      JEF B -0.21%
      F B -0.21%
      NEM A -0.2%
      NNN B -0.2%
      ITT D -0.2%
      TKR D -0.2%
      STWD D -0.19%
      OMF D -0.19%
      FLO D -0.19%
      RHI F -0.19%
      BPOP D -0.19%
      SCI C -0.18%
      NEU D -0.18%
      TMO D -0.18%
      DFS B -0.18%
      XP F -0.18%
      CPT B -0.18%
      CLF D -0.18%
      HE F -0.17%
      MOS F -0.17%
      CCI D -0.17%
      CABO F -0.16%
      CSL C -0.16%
      FR C -0.16%
      BKNG B -0.16%
      PK D -0.16%
      LBRDK C -0.15%
      IDA D -0.15%
      EPR C -0.15%
      NSC D -0.15%
      EXP D -0.15%
      WU D -0.14%
      CSX D -0.13%
      GOOGL A -0.13%
      R B -0.13%
      OXY D -0.12%
      ASH D -0.12%
      CHK D -0.11%
      NYCB D -0.11%
      GO D -0.1%
      SAM C -0.1%
      PFG D -0.1%
      STT C -0.1%
      VIRT C -0.1%
      SLM D -0.09%
      USB D -0.09%
      HIW C -0.09%
      RF B -0.08%
      KRC F -0.08%
      NKE F -0.08%
      CARR C -0.08%
      LPX D -0.07%
      ADBE B -0.07%
      DLB D -0.07%
      EGP B -0.07%
      OTIS B -0.07%
      CC F -0.07%
      LOPE C -0.07%
      UI B -0.06%
      TNL D -0.06%
      RRC D -0.06%
      IRDM D -0.06%
      LSTR D -0.05%
      CWEN D -0.05%
      HUM C -0.05%
      CFG B -0.05%
      CBRE C -0.04%
      SSNC B -0.04%
      VLTO D -0.04%
      AGO D -0.04%
      KEY C -0.04%
      HOG F -0.03%
      CRI F -0.03%
      FTRE D -0.03%
      LEG F -0.03%
      OLPX F -0.02%
      SON F -0.01%
      KSS F -0.01%
      SNDR B -0.0%

      USMF: Top Represented Industries & Keywords

      Industries: Insurance - Property & Casualty Information Technology Services Biotechnology Communication Equipment Diversified Industrials Drug Manufacturers - Major Insurance - Diversified Insurance - Life Medical Care Packaged Foods Software - Application Oil & Gas E&P Restaurants Utilities - Regulated Electric Aerospace & Defense Asset Management Health Care Plans Packaging & Containers Specialty Retail Apparel Stores
      Keywords: S&P 500 Insurance Nasdaq 100 Disability Life Insurance Computing Insurance Products Medicine Natural Gas Dow Jones Component Aerospace Electricity Telecommunications Bank Casualty Insurance Electronics Health Insurance Chemical Grocery Store Petroleum Industry

      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 Specialty Retail Communication Equipment Credit Services Diversified Industrials Health Care Plans Household & Personal Products Information Technology Services REIT - Industrial REIT - Retail Telecom Services Utilities - Diversified Building Materials Chemicals
      Keywords: S&P 500 Nasdaq 100 Natural Gas Electricity Insurance Real Estate Investment Trust Chemical Electronics Mining Bank Dow Jones Component Plastic Banking Computing Real Estate Market Telecommunications Broadband Insurance Products Medicine Petroleum Industry
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