BBUS vs. EQTY ETF Comparison
Comparison of JPMorgan BetaBuilders U.S. Equity ETF (BBUS) to Kovitz Core Equity ETF (EQTY)
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
BBUS Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Bloomberg Barclays Short-Term U.S. Aggregate Bond Index. The index measures the performance of U.S. dollar denominated investment grade taxable bonds with remaining effective maturities between one and five years. The fund will invest at least 80% of its assets (net assets, plus the amount of borrowing for investment purposes) in securities included in the underlying index.
Grade (RS Rating)
Last Trade
$107.85
Average Daily Volume
114,622
Number of Holdings
*
544
* may have additional holdings in another (foreign) market
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$24.14
Average Daily Volume
36,505
Number of Holdings
*
38
* may have additional holdings in another (foreign) market
Performance
| Period | BBUS | EQTY |
|---|---|---|
| 30 Days | 3.35% | 2.94% |
| 60 Days | 4.87% | 5.30% |
| 90 Days | 6.62% | 6.95% |
| 12 Months | 33.27% | 29.19% |
34 Overlapping Holdings
| Symbol | Grade | Weight in BBUS | Weight in EQTY | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.36% | 1.89% | 1.89% | |
| ABT | B | 0.39% | 0.06% | 0.06% | |
| ADI | D | 0.2% | 1.73% | 0.2% | |
| AMAT | F | 0.27% | 1.67% | 0.27% | |
| AMD | F | 0.43% | 0.94% | 0.43% | |
| AMZN | C | 3.73% | 4.81% | 3.73% | |
| ANET | C | 0.19% | 1.84% | 0.19% | |
| AON | A | 0.16% | 2.92% | 0.16% | |
| AXP | A | 0.32% | 3.02% | 0.32% | |
| BDX | F | 0.13% | 3.98% | 0.13% | |
| BRK.A | B | 1.64% | 3.16% | 1.64% | |
| CRM | B | 0.59% | 3.76% | 0.59% | |
| DLTR | F | 0.03% | 1.86% | 0.03% | |
| EFX | F | 0.06% | 0.06% | 0.06% | |
| FI | A | 0.24% | 3.18% | 0.24% | |
| GOOG | C | 1.79% | 4.14% | 1.79% | |
| GOOGL | C | 2.0% | 0.49% | 0.49% | |
| ICE | C | 0.17% | 3.4% | 0.17% | |
| J | F | 0.03% | 3.58% | 0.03% | |
| JPM | A | 1.33% | 2.57% | 1.33% | |
| KEYS | A | 0.06% | 3.93% | 0.06% | |
| KMX | B | 0.02% | 3.36% | 0.02% | |
| LOW | D | 0.29% | 3.16% | 0.29% | |
| META | D | 2.4% | 4.81% | 2.4% | |
| MSFT | F | 5.99% | 0.24% | 0.24% | |
| MSI | B | 0.16% | 2.08% | 0.16% | |
| ORCL | B | 0.59% | 2.96% | 0.59% | |
| PCAR | B | 0.11% | 3.13% | 0.11% | |
| PM | B | 0.39% | 3.75% | 0.39% | |
| PPG | F | 0.06% | 2.36% | 0.06% | |
| SCHW | B | 0.22% | 4.68% | 0.22% | |
| SYK | C | 0.27% | 0.13% | 0.13% | |
| V | A | 1.0% | 3.77% | 1.0% | |
| VRSK | A | 0.08% | 0.08% | 0.08% |
BBUS Overweight 510 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 6.71% | |
| TSLA | B | 1.84% | |
| AVGO | D | 1.44% | |
| LLY | F | 1.23% | |
| UNH | C | 1.07% | |
| XOM | B | 1.04% | |
| MA | C | 0.81% | |
| COST | B | 0.8% | |
| PG | A | 0.78% | |
| HD | A | 0.77% | |
| WMT | A | 0.73% | |
| NFLX | A | 0.73% | |
| JNJ | D | 0.71% | |
| BAC | A | 0.6% | |
| ABBV | D | 0.57% | |
| CVX | A | 0.53% | |
| WFC | A | 0.49% | |
| KO | D | 0.48% | |
| MRK | F | 0.48% | |
| CSCO | B | 0.45% | |
| ADBE | C | 0.43% | |
| ACN | C | 0.43% | |
| LIN | D | 0.42% | |
| PEP | F | 0.42% | |
| MCD | D | 0.41% | |
| NOW | A | 0.41% | |
| DIS | B | 0.4% | |
| TMO | F | 0.38% | |
| IBM | C | 0.38% | |
| ISRG | A | 0.37% | |
| GE | D | 0.37% | |
| CAT | B | 0.36% | |
| GS | A | 0.36% | |
| TXN | C | 0.35% | |
| INTU | C | 0.35% | |
| VZ | C | 0.34% | |
| QCOM | F | 0.33% | |
| T | A | 0.32% | |
| MS | A | 0.32% | |
| CMCSA | B | 0.32% | |
| BKNG | A | 0.32% | |
| SPGI | C | 0.31% | |
| NEE | D | 0.31% | |
| RTX | C | 0.31% | |
| AMGN | D | 0.3% | |
| HON | B | 0.29% | |
| DHR | F | 0.29% | |
| PGR | A | 0.29% | |
| BLK | C | 0.29% | |
| UNP | C | 0.28% | |
| ETN | A | 0.28% | |
| UBER | D | 0.27% | |
| PFE | D | 0.27% | |
| COP | C | 0.26% | |
| BSX | B | 0.26% | |
| BX | A | 0.26% | |
| TJX | A | 0.26% | |
| PANW | C | 0.25% | |
| C | A | 0.25% | |
| ADP | B | 0.24% | |
| PLTR | B | 0.24% | |
| VRTX | F | 0.23% | |
| BMY | B | 0.23% | |
| SBUX | A | 0.22% | |
| LMT | D | 0.22% | |
| TMUS | B | 0.22% | |
| PLD | D | 0.21% | |
| CB | C | 0.21% | |
| MDT | D | 0.21% | |
| BA | F | 0.21% | |
| MU | D | 0.21% | |
| MMC | B | 0.21% | |
| GILD | C | 0.21% | |
| KKR | A | 0.2% | |
| INTC | D | 0.2% | |
| DE | A | 0.2% | |
| MO | A | 0.19% | |
| SO | D | 0.19% | |
| UPS | C | 0.19% | |
| LRCX | F | 0.18% | |
| ELV | F | 0.18% | |
| TT | A | 0.18% | |
| AMT | D | 0.18% | |
| GEV | B | 0.18% | |
| MELI | D | 0.18% | |
| MDLZ | F | 0.17% | |
| PYPL | B | 0.17% | |
| NKE | D | 0.17% | |
| SHW | A | 0.17% | |
| EQIX | A | 0.17% | |
| DUK | C | 0.17% | |
| PH | A | 0.17% | |
| CI | F | 0.17% | |
| ZTS | D | 0.16% | |
| CMG | B | 0.16% | |
| WM | A | 0.16% | |
| CRWD | B | 0.16% | |
| MCK | B | 0.16% | |
| PNC | B | 0.16% | |
| CME | A | 0.16% | |
| CDNS | B | 0.16% | |
| SNPS | B | 0.16% | |
| KLAC | D | 0.16% | |
| WELL | A | 0.16% | |
| APH | A | 0.16% | |
| MCO | B | 0.15% | |
| CTAS | B | 0.15% | |
| CL | D | 0.15% | |
| MRVL | B | 0.15% | |
| EOG | A | 0.15% | |
| REGN | F | 0.15% | |
| USB | A | 0.15% | |
| ITW | B | 0.15% | |
| MMM | D | 0.14% | |
| CVS | D | 0.14% | |
| WMB | A | 0.14% | |
| NOC | D | 0.14% | |
| TDG | D | 0.14% | |
| APD | A | 0.14% | |
| EMR | A | 0.14% | |
| CEG | D | 0.14% | |
| FDX | B | 0.13% | |
| APO | B | 0.13% | |
| MAR | B | 0.13% | |
| ADSK | A | 0.13% | |
| OKE | A | 0.13% | |
| CSX | B | 0.13% | |
| ORLY | B | 0.13% | |
| COF | B | 0.13% | |
| GD | F | 0.13% | |
| FTNT | C | 0.12% | |
| DLR | B | 0.12% | |
| HLT | A | 0.12% | |
| ECL | D | 0.12% | |
| TFC | A | 0.12% | |
| GM | B | 0.12% | |
| HCA | F | 0.12% | |
| SLB | C | 0.12% | |
| CARR | D | 0.12% | |
| FCX | D | 0.12% | |
| COIN | C | 0.12% | |
| AJG | B | 0.12% | |
| MPC | D | 0.11% | |
| URI | B | 0.11% | |
| PSX | C | 0.11% | |
| WDAY | B | 0.11% | |
| KMI | A | 0.11% | |
| TTD | B | 0.11% | |
| RCL | A | 0.11% | |
| JCI | C | 0.11% | |
| SPG | B | 0.11% | |
| AFL | B | 0.11% | |
| AMP | A | 0.11% | |
| TGT | F | 0.11% | |
| FICO | B | 0.11% | |
| NXPI | D | 0.11% | |
| BK | A | 0.11% | |
| ABNB | C | 0.11% | |
| ROP | B | 0.11% | |
| NSC | B | 0.11% | |
| SRE | A | 0.11% | |
| TRV | B | 0.11% | |
| CMI | A | 0.1% | |
| MET | A | 0.1% | |
| NEM | D | 0.1% | |
| O | D | 0.1% | |
| SQ | B | 0.1% | |
| VRT | B | 0.1% | |
| VST | B | 0.1% | |
| LNG | B | 0.1% | |
| AEP | D | 0.1% | |
| ALL | A | 0.1% | |
| AZO | C | 0.1% | |
| PSA | D | 0.1% | |
| GWW | B | 0.1% | |
| DASH | A | 0.1% | |
| AME | A | 0.09% | |
| BKR | B | 0.09% | |
| PRU | A | 0.09% | |
| TRGP | B | 0.09% | |
| PEG | A | 0.09% | |
| VLO | C | 0.09% | |
| CCI | D | 0.09% | |
| ROST | C | 0.09% | |
| PAYX | C | 0.09% | |
| MSCI | C | 0.09% | |
| KMB | D | 0.09% | |
| LHX | C | 0.09% | |
| FAST | B | 0.09% | |
| HWM | A | 0.09% | |
| FIS | C | 0.09% | |
| PWR | A | 0.09% | |
| CPRT | A | 0.09% | |
| D | C | 0.09% | |
| AIG | B | 0.09% | |
| DHI | D | 0.09% | |
| TEAM | A | 0.08% | |
| STZ | D | 0.08% | |
| CTSH | B | 0.08% | |
| KR | B | 0.08% | |
| LEN | D | 0.08% | |
| IT | C | 0.08% | |
| DDOG | A | 0.08% | |
| CBRE | B | 0.08% | |
| OTIS | C | 0.08% | |
| EA | A | 0.08% | |
| ODFL | B | 0.08% | |
| DAL | C | 0.08% | |
| CTVA | C | 0.08% | |
| HES | B | 0.08% | |
| KVUE | A | 0.08% | |
| PCG | A | 0.08% | |
| COR | B | 0.08% | |
| IR | B | 0.08% | |
| EW | C | 0.08% | |
| F | C | 0.08% | |
| SNOW | C | 0.08% | |
| DFS | B | 0.08% | |
| AXON | A | 0.08% | |
| RSG | A | 0.08% | |
| ED | D | 0.07% | |
| IRM | D | 0.07% | |
| WAB | B | 0.07% | |
| LULU | C | 0.07% | |
| DD | D | 0.07% | |
| IDXX | F | 0.07% | |
| MCHP | D | 0.07% | |
| HIG | B | 0.07% | |
| KDP | D | 0.07% | |
| EXR | D | 0.07% | |
| HUBS | A | 0.07% | |
| HUM | C | 0.07% | |
| DELL | C | 0.07% | |
| MTB | A | 0.07% | |
| NUE | C | 0.07% | |
| RMD | C | 0.07% | |
| IQV | D | 0.07% | |
| GIS | D | 0.07% | |
| ACGL | D | 0.07% | |
| MLM | B | 0.07% | |
| HPQ | B | 0.07% | |
| GLW | B | 0.07% | |
| SYY | B | 0.07% | |
| VMC | B | 0.07% | |
| YUM | B | 0.07% | |
| A | D | 0.07% | |
| MNST | C | 0.07% | |
| CHTR | C | 0.07% | |
| EXC | C | 0.07% | |
| XEL | A | 0.07% | |
| STT | A | 0.06% | |
| CPNG | D | 0.06% | |
| ON | D | 0.06% | |
| NET | B | 0.06% | |
| GPN | B | 0.06% | |
| TSCO | D | 0.06% | |
| CAH | B | 0.06% | |
| XYL | D | 0.06% | |
| ANSS | B | 0.06% | |
| DXCM | D | 0.06% | |
| TTWO | A | 0.06% | |
| RJF | A | 0.06% | |
| DOW | F | 0.06% | |
| EBAY | D | 0.06% | |
| UAL | A | 0.06% | |
| CNC | D | 0.06% | |
| NDAQ | A | 0.06% | |
| CSGP | D | 0.06% | |
| VEEV | C | 0.06% | |
| ALNY | D | 0.06% | |
| WEC | A | 0.06% | |
| FANG | D | 0.06% | |
| FITB | A | 0.06% | |
| GRMN | B | 0.06% | |
| ETR | B | 0.06% | |
| ARES | A | 0.06% | |
| WTW | B | 0.06% | |
| OXY | D | 0.06% | |
| ROK | B | 0.06% | |
| AVB | B | 0.06% | |
| EIX | B | 0.06% | |
| VICI | C | 0.06% | |
| GEHC | F | 0.06% | |
| CINF | A | 0.05% | |
| CDW | F | 0.05% | |
| SBAC | D | 0.05% | |
| LPLA | A | 0.05% | |
| HUBB | B | 0.05% | |
| RF | A | 0.05% | |
| DVN | F | 0.05% | |
| AEE | A | 0.05% | |
| MTD | D | 0.05% | |
| VLTO | D | 0.05% | |
| CCL | B | 0.05% | |
| TYL | B | 0.05% | |
| DTE | C | 0.05% | |
| HBAN | A | 0.05% | |
| PPL | B | 0.05% | |
| EQR | B | 0.05% | |
| CPAY | A | 0.05% | |
| GDDY | A | 0.05% | |
| NTAP | C | 0.05% | |
| ADM | D | 0.05% | |
| HSY | F | 0.05% | |
| VTR | C | 0.05% | |
| SYF | B | 0.05% | |
| NVR | D | 0.05% | |
| TROW | B | 0.05% | |
| MPWR | F | 0.05% | |
| EQT | B | 0.05% | |
| BR | A | 0.05% | |
| FTV | C | 0.05% | |
| BRO | B | 0.05% | |
| AWK | D | 0.05% | |
| PHM | D | 0.05% | |
| RBLX | C | 0.05% | |
| DECK | A | 0.05% | |
| DOV | A | 0.05% | |
| KHC | F | 0.05% | |
| CHD | B | 0.05% | |
| HPE | B | 0.05% | |
| HAL | C | 0.05% | |
| SW | A | 0.05% | |
| FCNCA | A | 0.05% | |
| TPL | A | 0.05% | |
| HOLX | D | 0.04% | |
| MAA | B | 0.04% | |
| ZS | C | 0.04% | |
| BAH | F | 0.04% | |
| PODD | C | 0.04% | |
| WSO | A | 0.04% | |
| TRU | D | 0.04% | |
| FSLR | F | 0.04% | |
| SNA | A | 0.04% | |
| WRB | A | 0.04% | |
| LUV | C | 0.04% | |
| ZM | B | 0.04% | |
| BALL | D | 0.04% | |
| INVH | D | 0.04% | |
| ESS | B | 0.04% | |
| OMC | C | 0.04% | |
| MKC | D | 0.04% | |
| DRI | B | 0.04% | |
| ZBRA | B | 0.04% | |
| PFG | D | 0.04% | |
| NRG | B | 0.04% | |
| STX | D | 0.04% | |
| LII | A | 0.04% | |
| MDB | C | 0.04% | |
| CTRA | B | 0.04% | |
| CNP | B | 0.04% | |
| IP | B | 0.04% | |
| LYV | A | 0.04% | |
| LH | C | 0.04% | |
| LVS | C | 0.04% | |
| CMS | C | 0.04% | |
| WDC | D | 0.04% | |
| CLX | B | 0.04% | |
| ILMN | D | 0.04% | |
| CFG | B | 0.04% | |
| STE | F | 0.04% | |
| WAT | B | 0.04% | |
| FE | C | 0.04% | |
| STLD | B | 0.04% | |
| K | A | 0.04% | |
| BLDR | D | 0.04% | |
| LYB | F | 0.04% | |
| MKL | A | 0.04% | |
| ES | D | 0.04% | |
| PKG | A | 0.04% | |
| LDOS | C | 0.04% | |
| NTRS | A | 0.04% | |
| TDY | B | 0.04% | |
| ATO | A | 0.04% | |
| WBD | C | 0.04% | |
| WY | D | 0.04% | |
| PTC | A | 0.04% | |
| ZBH | C | 0.04% | |
| BIIB | F | 0.04% | |
| WST | C | 0.04% | |
| EXPE | B | 0.04% | |
| IFF | D | 0.04% | |
| CAG | D | 0.03% | |
| SWK | D | 0.03% | |
| EPAM | C | 0.03% | |
| UDR | B | 0.03% | |
| SWKS | F | 0.03% | |
| AKAM | D | 0.03% | |
| AVTR | F | 0.03% | |
| POOL | C | 0.03% | |
| RVTY | F | 0.03% | |
| DT | C | 0.03% | |
| EQH | B | 0.03% | |
| FFIV | B | 0.03% | |
| ROL | B | 0.03% | |
| EWBC | A | 0.03% | |
| EVRG | A | 0.03% | |
| AMCR | D | 0.03% | |
| RGA | A | 0.03% | |
| ENTG | D | 0.03% | |
| JBHT | C | 0.03% | |
| DOC | D | 0.03% | |
| EL | F | 0.03% | |
| DPZ | C | 0.03% | |
| FNF | B | 0.03% | |
| TXT | D | 0.03% | |
| SUI | D | 0.03% | |
| L | A | 0.03% | |
| VRSN | F | 0.03% | |
| VTRS | A | 0.03% | |
| SSNC | B | 0.03% | |
| AVY | D | 0.03% | |
| LNT | A | 0.03% | |
| DOCU | A | 0.03% | |
| DG | F | 0.03% | |
| TER | D | 0.03% | |
| ARE | D | 0.03% | |
| FLEX | A | 0.03% | |
| EG | C | 0.03% | |
| MRO | B | 0.03% | |
| CF | B | 0.03% | |
| ULTA | F | 0.03% | |
| HEI | B | 0.03% | |
| BAX | D | 0.03% | |
| TWLO | A | 0.03% | |
| EXPD | D | 0.03% | |
| NI | A | 0.03% | |
| ALGN | D | 0.03% | |
| OC | A | 0.03% | |
| KIM | A | 0.03% | |
| IEX | B | 0.03% | |
| GPC | D | 0.03% | |
| GEN | B | 0.03% | |
| MAS | D | 0.03% | |
| BBY | D | 0.03% | |
| MOH | F | 0.03% | |
| BURL | A | 0.03% | |
| TRMB | B | 0.03% | |
| PNR | A | 0.03% | |
| PINS | D | 0.03% | |
| TSN | B | 0.03% | |
| KEY | B | 0.03% | |
| DGX | A | 0.03% | |
| FDS | B | 0.03% | |
| CE | F | 0.02% | |
| MOS | F | 0.02% | |
| APA | D | 0.02% | |
| ENPH | F | 0.02% | |
| CPB | D | 0.02% | |
| HRL | D | 0.02% | |
| WYNN | D | 0.02% | |
| TFX | F | 0.02% | |
| SCCO | F | 0.02% | |
| MGM | D | 0.02% | |
| AES | F | 0.02% | |
| CRL | C | 0.02% | |
| EXAS | D | 0.02% | |
| LKQ | D | 0.02% | |
| CNH | C | 0.02% | |
| AFG | A | 0.02% | |
| RPRX | D | 0.02% | |
| TAP | C | 0.02% | |
| FOXA | B | 0.02% | |
| IPG | D | 0.02% | |
| TECH | D | 0.02% | |
| CCK | C | 0.02% | |
| LW | C | 0.02% | |
| CG | A | 0.02% | |
| NWSA | B | 0.02% | |
| PAYC | B | 0.02% | |
| SNAP | C | 0.02% | |
| JNPR | F | 0.02% | |
| INCY | C | 0.02% | |
| HEI | B | 0.02% | |
| BMRN | D | 0.02% | |
| UHS | D | 0.02% | |
| DAY | B | 0.02% | |
| OKTA | C | 0.02% | |
| SJM | D | 0.02% | |
| EMN | D | 0.02% | |
| HST | C | 0.02% | |
| ALLE | D | 0.02% | |
| WPC | D | 0.02% | |
| NBIX | C | 0.02% | |
| MRNA | F | 0.02% | |
| JKHY | D | 0.02% | |
| REG | B | 0.02% | |
| BG | F | 0.02% | |
| BXP | D | 0.02% | |
| Z | A | 0.02% | |
| APTV | D | 0.02% | |
| ELS | C | 0.02% | |
| ALB | C | 0.02% | |
| CPT | B | 0.02% | |
| SMCI | F | 0.02% | |
| NWS | B | 0.01% | |
| ZG | A | 0.01% | |
| WLK | D | 0.01% | |
| FOX | A | 0.01% | |
| WBA | F | 0.01% | |
| SIRI | C | 0.01% | |
| BEN | C | 0.01% | |
| BSY | D | 0.01% | |
| QRVO | F | 0.01% | |
| U | C | 0.01% | |
| CRBG | B | 0.01% | |
| ACI | C | 0.01% | |
| HII | D | 0.01% | |
| LEN | D | 0.0% | |
| AGR | B | 0.0% |
BBUS: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Diversified Industrials
Business Services
Diagnostics & Research
Semiconductors
Asset Management
Aerospace & Defense
Banks - Regional - US
Oil & Gas E&P
Biotechnology
Capital Markets
Drug Manufacturers - Major
Insurance - Property & Casualty
Packaged Foods
REIT - Residential
Software - Infrastructure
Specialty Chemicals
Specialty Retail
Medical Devices
EQTY: Top Represented Industries & Keywords
Industries:
Business Services
Internet Content & Information
Credit Services
Medical Devices
Semiconductors
Software - Infrastructure
Auto & Truck Dealerships
Banks - Global
Beverages - Wineries & Distilleries
Capital Markets
Communication Equipment
Computer Systems
Consumer Electronics
Discount Stores
Diversified Industrials
Electrical Equipment & Parts
Engineering & Construction
Financial Data & Stock Exchanges
Home Improvement Stores
Insurance - Diversified
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