XJH vs. JPUS ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)

XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$40.61

Average Daily Volume

33,240

Number of Holdings ^*

357

* 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

$111.54

Average Daily Volume

5,746

Number of Holdings ^*

351

* may have additional holdings in another (foreign) market

Performance

Period	XJH	JPUS
30 Days	6.52%	5.46%
60 Days	2.10%	2.67%
90 Days	4.55%	6.79%
12 Months	21.52%	20.87%

79 Overlapping Holdings

Symbol	Grade	Weight in XJH	Weight in JPUS	Overlap
AFG	B	0.36%	0.06%	0.06%
ALLY	B	0.47%	0.27%	0.27%
AM	A	0.21%	0.38%	0.21%
ASH	A	0.2%	0.13%	0.13%
BRX	C	0.28%	0.3%	0.28%
CELH	C	0.57%	0.39%	0.39%
CHE	F	0.35%	0.18%	0.18%
CIEN	C	0.3%	0.22%	0.22%
CLF	F	0.38%	0.21%	0.21%
CLH	B	0.46%	0.45%	0.45%
CNM	B	0.43%	0.24%	0.24%
CRI	F	0.1%	0.03%	0.03%
CSL	B	0.84%	0.16%	0.16%
CUBE	C	0.4%	0.38%	0.38%
DINO	D	0.39%	0.3%	0.3%
DLB	C	0.21%	0.07%	0.07%
DTM	A	0.26%	0.02%	0.02%
EGP	F	0.32%	0.06%	0.06%
EPR	C	0.14%	0.15%	0.14%
EXP	D	0.39%	0.19%	0.19%
FLO	C	0.21%	0.21%	0.21%
FNF	B	0.5%	0.33%	0.33%
FR	F	0.26%	0.16%	0.16%
FYBR	B	0.24%	0.38%	0.24%
GLPI	C	0.53%	0.34%	0.34%
GNTX	D	0.33%	0.34%	0.33%
GO	F	0.08%	0.11%	0.08%
HOG	D	0.19%	0.03%	0.03%
HRB	B	0.31%	0.4%	0.31%
INGR	B	0.33%	0.39%	0.33%
IRDM	D	0.15%	0.07%	0.07%
JEF	A	0.34%	0.2%	0.2%
JLL	B	0.39%	0.29%	0.29%
KRC	C	0.16%	0.08%	0.08%
LAMR	B	0.43%	0.41%	0.41%
LEG	F	0.07%	0.04%	0.04%
LOPE	C	0.17%	0.07%	0.07%
LPX	B	0.24%	0.06%	0.06%
LSTR	C	0.27%	0.05%	0.05%
M	D	0.23%	0.23%	0.23%
MEDP	D	0.39%	0.25%	0.25%
MSM	F	0.18%	0.26%	0.18%
MTG	C	0.25%	0.32%	0.25%
NEU	D	0.16%	0.19%	0.16%
NNN	B	0.32%	0.2%	0.2%
NXST	C	0.25%	0.36%	0.25%
NYCB	D	0.12%	0.13%	0.12%
OC	C	0.66%	0.28%	0.28%
OHI	C	0.32%	0.36%	0.32%
ORI	A	0.35%	0.26%	0.26%
PAG	C	0.13%	0.32%	0.13%
PK	D	0.14%	0.18%	0.14%
POST	B	0.22%	0.4%	0.22%
PPC	C	0.07%	0.03%	0.03%
R	B	0.25%	0.13%	0.13%
RGA	A	0.59%	0.16%	0.16%
RPM	C	0.61%	0.26%	0.26%
RS	D	0.69%	0.36%	0.36%
SAIC	C	0.3%	0.08%	0.08%
SAM	F	0.11%	0.09%	0.09%
SCI	D	0.45%	0.17%	0.17%
SLM	D	0.2%	0.09%	0.09%
SNX	A	0.4%	0.12%	0.12%
SON	B	0.26%	0.01%	0.01%
STAG	C	0.26%	0.25%	0.25%
STWD	B	0.28%	0.19%	0.19%
TKR	C	0.25%	0.23%	0.23%
TNL	D	0.14%	0.06%	0.06%
TOL	B	0.57%	0.43%	0.43%
UGI	C	0.22%	0.24%	0.22%
UNM	B	0.33%	0.38%	0.33%
USFD	B	0.53%	0.41%	0.41%
UTHR	A	0.54%	0.32%	0.32%
VVV	D	0.22%	0.22%	0.22%
WLK	B	0.23%	0.42%	0.23%
WPC	C	0.55%	0.25%	0.25%
WSM	C	0.85%	0.51%	0.51%
WU	D	0.16%	0.15%	0.15%
X	F	0.35%	0.32%	0.32%

XJH Overweight 278 Positions Relative to JPUS

Symbol	Grade	Weight
GDDY	B	0.79%
EME	B	0.73%
PSTG	B	0.7%
LII	B	0.66%
WSO	B	0.63%
NVT	C	0.59%
GGG	D	0.58%
NBIX	B	0.58%
LECO	D	0.57%
MANH	D	0.56%
THC	B	0.56%
IBKR	A	0.56%
FND	C	0.56%
ACM	D	0.55%
BLD	D	0.55%
GME	D	0.54%
XPO	D	0.54%
BURL	D	0.52%
ELS	D	0.51%
SWAV	B	0.51%
FIX	C	0.5%
RNR	C	0.49%
WMS	C	0.49%
WING	C	0.48%
ONTO	C	0.47%
TTEK	A	0.47%
DT	D	0.47%
EWBC	B	0.46%
TXRH	B	0.46%
SAIA	F	0.45%
RRX	D	0.45%
NLY	B	0.44%
WWD	A	0.44%
BJ	B	0.43%
CW	B	0.42%
CCK	C	0.42%
LSCC	F	0.41%
ERIE	C	0.41%
WTRG	C	0.41%
ATR	C	0.4%
TREX	D	0.4%
VOYA	B	0.39%
REXR	F	0.39%
FBIN	D	0.39%
TTC	D	0.39%
CG	D	0.39%
CHDN	C	0.38%
ALV	B	0.38%
RGEN	D	0.38%
SKX	B	0.38%
TPX	C	0.38%
CROX	C	0.37%
SF	B	0.37%
WEX	F	0.37%
ARMK	B	0.37%
FHN	B	0.37%
ELF	D	0.37%
WFRD	C	0.37%
KBR	C	0.37%
EHC	C	0.36%
DCI	C	0.36%
GPK	C	0.36%
RGLD	A	0.35%
KNSL	F	0.35%
LNW	D	0.35%
PRI	D	0.35%
MUSA	B	0.34%
WBS	D	0.34%
MKSI	C	0.33%
BRBR	D	0.33%
CGNX	C	0.33%
AYI	C	0.33%
AXTA	C	0.33%
WCC	C	0.33%
PEN	F	0.33%
KNX	F	0.33%
OSK	D	0.33%
OLED	C	0.32%
LAD	F	0.32%
FCN	B	0.32%
LEA	F	0.32%
FIVE	F	0.32%
NYT	B	0.32%
RBC	A	0.32%
SFM	A	0.32%
MTN	F	0.32%
AGCO	F	0.31%
PCTY	C	0.31%
SSD	F	0.31%
COHR	D	0.31%
NOV	D	0.31%
UFPI	C	0.31%
HLI	C	0.3%
DAR	D	0.3%
CR	B	0.3%
AA	B	0.3%
GMED	B	0.3%
MIDD	F	0.3%
MSA	B	0.29%
BRKR	D	0.29%
EVR	A	0.29%
PVH	D	0.29%
CFR	D	0.29%
JAZZ	F	0.29%
ARW	C	0.29%
BERY	D	0.29%
ESNT	C	0.28%
CBSH	B	0.28%
KEX	A	0.28%
CMC	B	0.28%
GTLS	C	0.28%
EXEL	F	0.27%
ST	C	0.27%
MTZ	C	0.27%
FLS	B	0.27%
ACHC	F	0.27%
KD	B	0.27%
PNFP	C	0.27%
WTFC	B	0.27%
CHX	D	0.27%
H	D	0.27%
HQY	D	0.27%
TKO	C	0.26%
VNT	D	0.26%
LFUS	C	0.26%
RMBS	F	0.26%
DBX	D	0.26%
ESAB	C	0.26%
SSB	C	0.26%
HR	C	0.26%
SEIC	D	0.26%
GXO	D	0.26%
TMHC	B	0.26%
ADC	C	0.25%
FAF	D	0.25%
CRUS	B	0.25%
ETRN	B	0.25%
HXL	C	0.25%
PB	C	0.25%
THO	F	0.24%
MTSI	C	0.24%
CBT	B	0.24%
RLI	A	0.24%
HALO	B	0.24%
NOVT	D	0.24%
WTS	B	0.24%
BC	F	0.24%
SNV	B	0.24%
WH	F	0.24%
AZPN	B	0.24%
SIGI	F	0.24%
EEFT	C	0.23%
VMI	C	0.23%
QLYS	F	0.23%
ONB	B	0.23%
AIRC	A	0.23%
G	D	0.23%
PLNT	C	0.23%
FNB	B	0.22%
OPCH	F	0.22%
MMS	B	0.22%
PBF	D	0.22%
OZK	C	0.22%
AMG	D	0.22%
LNTH	C	0.22%
HAE	B	0.21%
AVT	B	0.21%
MASI	D	0.21%
MDU	B	0.21%
KBH	B	0.21%
UBSI	C	0.2%
PII	F	0.2%
GATX	A	0.2%
CVLT	B	0.2%
ASGN	C	0.2%
EXLS	C	0.2%
THG	A	0.2%
OLLI	D	0.19%
AN	C	0.19%
KRG	C	0.19%
COKE	C	0.19%
JHG	B	0.19%
BCO	B	0.19%
GPS	D	0.19%
HOMB	B	0.19%
VAL	B	0.19%
EXPO	C	0.19%
SRCL	F	0.18%
POWI	C	0.18%
HWC	C	0.18%
TEX	C	0.18%
GBCI	C	0.18%
COLB	C	0.18%
NJR	C	0.18%
KNF	D	0.18%
CADE	C	0.18%
RH	D	0.18%
SWX	A	0.18%
RYN	F	0.17%
MAN	C	0.17%
FFIN	B	0.17%
PRGO	F	0.17%
VNO	F	0.17%
AVNT	B	0.17%
SLAB	D	0.17%
COTY	F	0.17%
CPRI	F	0.17%
UMBF	B	0.16%
ORA	C	0.16%
LANC	D	0.16%
BDC	C	0.16%
ZI	F	0.16%
BYD	F	0.16%
ENS	C	0.16%
SLGN	C	0.16%
AMKR	C	0.15%
VLY	D	0.15%
SYNA	D	0.15%
OGS	C	0.15%
IRT	C	0.15%
YETI	D	0.15%
CUZ	C	0.15%
NSP	F	0.15%
KMPR	C	0.15%
GT	D	0.15%
BHF	F	0.14%
WEN	F	0.14%
LIVN	C	0.14%
NVST	F	0.14%
BLKB	C	0.14%
VAC	D	0.14%
TDC	F	0.14%
SBRA	B	0.14%
SR	C	0.14%
PCH	F	0.14%
ASB	C	0.14%
HGV	D	0.13%
TGNA	C	0.13%
LITE	D	0.13%
CNXC	D	0.13%
WOLF	F	0.13%
VC	D	0.13%
CNO	A	0.13%
IBOC	B	0.13%
GHC	B	0.12%
NSA	C	0.12%
ARWR	F	0.12%
DOCS	D	0.12%
CHH	F	0.12%
AZTA	F	0.12%
CXT	D	0.12%
VSH	C	0.12%
TCBI	C	0.12%
SMG	D	0.12%
AMED	C	0.12%
PENN	F	0.11%
HELE	D	0.11%
NEOG	F	0.11%
FHI	D	0.11%
IPGP	D	0.11%
ENOV	F	0.11%
MP	C	0.11%
ADNT	F	0.11%
COLM	B	0.11%
RCM	F	0.1%
CAR	D	0.1%
CDP	C	0.1%
ZD	F	0.1%
JWN	C	0.09%
QDEL	F	0.09%
PGNY	F	0.09%
IART	F	0.08%
WERN	D	0.08%
ALGM	D	0.08%
UAA	F	0.07%
GEF	F	0.07%
HTZ	F	0.03%
UA	F	0.03%

XJH Underweight 272 Positions Relative to JPUS

Symbol	Grade	Weight
XOM	B	-0.79%
VST	B	-0.6%
META	D	-0.51%
CEG	C	-0.46%
SCCO	A	-0.46%
DKS	D	-0.45%
TRGP	A	-0.45%
PEG	B	-0.45%
PGR	C	-0.45%
ETN	C	-0.44%
PWR	C	-0.44%
NVDA	C	-0.44%
KR	D	-0.44%
APH	B	-0.44%
PM	B	-0.43%
K	C	-0.43%
BG	C	-0.43%
KMB	C	-0.43%
FCNCA	B	-0.43%
PHM	B	-0.42%
TSCO	A	-0.42%
MO	A	-0.42%
PEP	B	-0.42%
GD	A	-0.42%
CL	B	-0.42%
EIX	A	-0.41%
PG	A	-0.41%
CPB	C	-0.41%
ATO	B	-0.41%
KO	B	-0.41%
HIG	A	-0.41%
CHD	B	-0.41%
CASY	B	-0.41%
MPC	D	-0.41%
PSX	D	-0.4%
MCK	A	-0.4%
RSG	D	-0.4%
KHC	D	-0.4%
WM	B	-0.4%
STZ	D	-0.4%
AZO	D	-0.39%
LYB	D	-0.39%
CI	D	-0.39%
ED	B	-0.39%
CSGP	D	-0.39%
DHI	D	-0.39%
GIS	C	-0.39%
SO	A	-0.39%
MSI	A	-0.39%
AMAT	B	-0.39%
HCA	C	-0.39%
BRK.A	B	-0.39%
MSFT	B	-0.39%
NVR	D	-0.39%
LEN	B	-0.39%
ADI	B	-0.39%
ETR	B	-0.39%
TMUS	B	-0.39%
CTRA	B	-0.39%
KLAC	B	-0.39%
AMGN	B	-0.39%
BLDR	D	-0.39%
MRK	B	-0.39%
VZ	C	-0.38%
GWW	D	-0.38%
SPG	C	-0.38%
PPL	A	-0.38%
COF	C	-0.38%
ELV	A	-0.38%
MDLZ	C	-0.38%
ANET	B	-0.38%
SYF	C	-0.38%
REGN	B	-0.38%
VLO	D	-0.38%
LLY	B	-0.38%
GRMN	A	-0.38%
VRTX	B	-0.37%
JNPR	D	-0.37%
AVGO	B	-0.37%
ORLY	D	-0.37%
PCG	A	-0.37%
LRCX	D	-0.37%
SYY	D	-0.37%
IRM	B	-0.37%
INTU	B	-0.37%
PNW	B	-0.37%
NI	B	-0.37%
CDNS	D	-0.36%
STLD	D	-0.36%
PFGC	C	-0.36%
CNP	B	-0.36%
ABBV	D	-0.36%
CSCO	F	-0.36%
LMT	B	-0.36%
MMC	A	-0.36%
FANG	C	-0.36%
CVX	B	-0.36%
AOS	D	-0.36%
FE	B	-0.36%
TAP	F	-0.36%
MNST	F	-0.36%
CLX	F	-0.36%
DVA	B	-0.36%
BAH	B	-0.35%
T	B	-0.35%
WY	F	-0.35%
ACI	D	-0.35%
DOW	B	-0.35%
HST	D	-0.35%
CMCSA	F	-0.35%
AAPL	C	-0.35%
ORCL	C	-0.35%
LOW	D	-0.35%
DGX	A	-0.34%
NUE	D	-0.34%
FAST	D	-0.34%
SRE	A	-0.34%
D	A	-0.34%
EXC	C	-0.34%
UHS	B	-0.34%
OLN	C	-0.34%
EQT	C	-0.34%
ABT	F	-0.34%
CMI	D	-0.34%
KVUE	C	-0.34%
OGE	A	-0.34%
VICI	C	-0.34%
WELL	B	-0.34%
DUK	A	-0.33%
CAG	C	-0.33%
ITW	D	-0.33%
XEL	D	-0.33%
PSA	C	-0.33%
CTSH	F	-0.33%
WEC	C	-0.33%
EVRG	C	-0.33%
CAH	F	-0.33%
AFL	A	-0.33%
TJX	B	-0.33%
UNH	C	-0.33%
HPE	C	-0.32%
ACN	F	-0.32%
WMB	A	-0.32%
PH	D	-0.32%
NTAP	B	-0.32%
ACGL	A	-0.32%
AVB	B	-0.32%
DHR	A	-0.32%
WST	F	-0.32%
ZTS	D	-0.31%
DTE	A	-0.31%
CE	D	-0.31%
LW	F	-0.31%
EG	C	-0.31%
HOLX	D	-0.31%
HRL	C	-0.31%
COP	D	-0.31%
HUBB	D	-0.31%
KMI	A	-0.31%
UNP	C	-0.3%
EMN	C	-0.3%
MRO	D	-0.3%
PLD	F	-0.3%
ESI	D	-0.3%
NFG	B	-0.3%
IT	D	-0.3%
EOG	C	-0.3%
GILD	F	-0.29%
MAS	D	-0.29%
AEE	C	-0.29%
EQIX	D	-0.29%
HUN	C	-0.29%
SYK	D	-0.28%
CMS	A	-0.28%
LNG	D	-0.28%
LIN	D	-0.28%
CF	F	-0.28%
KIM	C	-0.28%
SJM	F	-0.28%
STE	C	-0.27%
CB	A	-0.27%
LH	D	-0.27%
CBOE	C	-0.27%
ALSN	D	-0.27%
FCX	A	-0.27%
BAC	B	-0.27%
HBAN	B	-0.26%
FITB	B	-0.26%
ROST	D	-0.26%
PKG	C	-0.25%
TGT	D	-0.25%
REG	C	-0.25%
DOX	F	-0.25%
MDT	B	-0.25%
CHTR	F	-0.25%
SPB	C	-0.25%
GEHC	D	-0.24%
DRI	F	-0.24%
AME	D	-0.24%
CAT	C	-0.24%
Z	F	-0.23%
XP	F	-0.23%
VTRS	D	-0.23%
ESS	B	-0.23%
IP	B	-0.23%
AMP	B	-0.23%
BBY	D	-0.22%
BDX	F	-0.22%
CVS	F	-0.22%
PFE	D	-0.22%
ITT	A	-0.21%
RHI	F	-0.21%
BMY	F	-0.21%
ROKU	F	-0.21%
VTR	B	-0.21%
OMF	C	-0.21%
MAA	C	-0.21%
F	D	-0.21%
BPOP	B	-0.2%
HE	D	-0.19%
TMO	B	-0.19%
NEM	B	-0.19%
CPT	B	-0.18%
SWKS	F	-0.18%
CABO	F	-0.18%
DFS	C	-0.18%
MOH	F	-0.17%
MOS	F	-0.17%
APO	B	-0.17%
CCI	D	-0.17%
ECL	A	-0.17%
IPG	D	-0.16%
EA	F	-0.16%
NSC	D	-0.16%
IDA	C	-0.15%
BKNG	C	-0.14%
LBRDK	D	-0.14%
CACI	B	-0.13%
CSX	D	-0.13%
GOOGL	A	-0.12%
OXY	D	-0.12%
CHK	B	-0.11%
WRB	D	-0.11%
IBM	D	-0.1%
HIW	C	-0.1%
VIRT	B	-0.1%
PFG	B	-0.1%
STT	B	-0.1%
CARR	B	-0.09%
PRU	A	-0.09%
USB	D	-0.09%
GL	F	-0.08%
RF	B	-0.08%
NKE	F	-0.08%
CC	C	-0.08%
OTIS	C	-0.07%
CFG	A	-0.06%
PCAR	D	-0.06%
ADBE	F	-0.06%
RRC	B	-0.06%
HUM	D	-0.05%
FTRE	F	-0.05%
KEY	B	-0.05%
CWEN	C	-0.05%
CBRE	C	-0.04%
SSNC	B	-0.04%
VLTO	B	-0.04%
UI	C	-0.04%
AGO	D	-0.04%
OLPX	D	-0.02%
KSS	D	-0.01%
SNDR	D	-0.0%