BFOR vs. JMOM ETF Comparison

Comparison of Barron's 400 (BFOR) to JPMorgan U.S. Momentum Factor ETF (JMOM)

BFOR

Barron's 400

BFOR Description

The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.

Grade (RS Rating)

Last Trade

$71.69

Average Daily Volume

4,236

Number of Holdings ^*

384

* may have additional holdings in another (foreign) market

JMOM

JPMorgan U.S. Momentum Factor ETF

JMOM Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Momentum Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent positive momentum factor characteristics.

Grade (RS Rating)

Last Trade

$56.64

Average Daily Volume

55,347

Number of Holdings ^*

274

* may have additional holdings in another (foreign) market

Performance

Period	BFOR	JMOM
30 Days	4.53%	3.06%
60 Days	4.15%	5.65%
90 Days	8.79%	5.92%
12 Months	27.94%	36.10%

111 Overlapping Holdings

Symbol	Grade	Weight in BFOR	Weight in JMOM	Overlap
AAPL	C	0.31%	1.8%	0.31%
ACGL	C	0.3%	0.37%	0.3%
ADBE	F	0.25%	1.0%	0.25%
ALSN	B	0.28%	0.22%	0.22%
AMAT	D	0.22%	0.68%	0.22%
AMZN	C	0.27%	0.61%	0.27%
ANET	B	0.32%	0.5%	0.32%
APH	D	0.28%	0.43%	0.28%
APO	C	0.25%	0.38%	0.25%
APP	C	0.43%	0.3%	0.3%
AVGO	C	0.31%	1.69%	0.31%
AXP	B	0.28%	0.43%	0.28%
AYI	B	0.24%	0.01%	0.01%
BKNG	C	0.27%	0.62%	0.27%
BLD	D	0.23%	0.16%	0.16%
BLDR	C	0.22%	0.27%	0.22%
BR	D	0.25%	0.27%	0.25%
BRO	C	0.29%	0.32%	0.29%
BSX	B	0.31%	0.65%	0.31%
BSY	D	0.24%	0.15%	0.15%
CASY	D	0.31%	0.25%	0.25%
CAT	B	0.25%	0.79%	0.25%
CDNS	D	0.21%	0.39%	0.21%
CELH	F	0.09%	0.13%	0.09%
CHD	D	0.24%	0.28%	0.24%
CL	D	0.29%	0.18%	0.18%
CMG	C	0.26%	0.43%	0.26%
CNM	F	0.2%	0.17%	0.17%
COST	B	0.31%	1.63%	0.31%
CPRT	D	0.22%	0.32%	0.22%
CRUS	D	0.35%	0.13%	0.13%
CSCO	C	0.24%	0.0%	0.0%
CTAS	B	0.32%	0.49%	0.32%
DECK	C	0.25%	0.25%	0.25%
DHI	B	0.3%	0.22%	0.22%
DKS	D	0.28%	0.23%	0.23%
DXCM	F	0.13%	0.05%	0.05%
ECL	B	0.27%	0.12%	0.12%
EME	B	0.3%	0.26%	0.26%
EXP	B	0.26%	0.23%	0.23%
FANG	D	0.23%	0.29%	0.23%
FCNCA	D	0.3%	0.05%	0.05%
FFIV	B	0.26%	0.16%	0.16%
GDDY	C	0.32%	0.29%	0.29%
GNTX	F	0.19%	0.04%	0.04%
GOOGL	D	0.27%	1.66%	0.27%
GWW	B	0.25%	0.36%	0.25%
HUBB	B	0.25%	0.27%	0.25%
IBKR	B	0.28%	0.19%	0.19%
IBM	B	0.27%	0.92%	0.27%
INGR	B	0.28%	0.21%	0.21%
INTU	C	0.24%	0.81%	0.24%
IQV	C	0.22%	0.32%	0.22%
ISRG	B	0.32%	0.83%	0.32%
JBL	D	0.17%	0.18%	0.17%
KKR	B	0.3%	0.5%	0.3%
KO	C	0.29%	0.22%	0.22%
LECO	F	0.17%	0.02%	0.02%
LII	B	0.3%	0.27%	0.27%
LOPE	D	0.26%	0.13%	0.13%
MANH	B	0.25%	0.25%	0.25%
MCHP	F	0.2%	0.21%	0.2%
MDLZ	B	0.25%	0.59%	0.25%
MEDP	F	0.21%	0.19%	0.19%
META	B	0.26%	1.98%	0.26%
MOH	D	0.21%	0.25%	0.21%
MPC	F	0.22%	0.4%	0.22%
MPWR	C	0.3%	0.34%	0.3%
MSFT	C	0.26%	1.85%	0.26%
MSI	B	0.32%	0.49%	0.32%
NFLX	B	0.28%	0.76%	0.28%
NOW	B	0.29%	0.8%	0.29%
NTAP	D	0.28%	0.26%	0.26%
NUE	F	0.19%	0.27%	0.19%
NVDA	D	0.34%	1.62%	0.34%
OC	D	0.25%	0.22%	0.22%
PANW	D	0.3%	0.57%	0.3%
PCAR	D	0.2%	0.35%	0.2%
PEP	C	0.26%	0.15%	0.15%
PH	B	0.27%	0.49%	0.27%
PHM	B	0.3%	0.33%	0.3%
PSN	B	0.29%	0.14%	0.14%
PSX	F	0.2%	0.38%	0.2%
QCOM	D	0.24%	0.8%	0.24%
RCL	B	0.32%	0.35%	0.32%
RGA	C	0.28%	0.25%	0.25%
ROL	C	0.27%	0.17%	0.17%
RS	D	0.21%	0.24%	0.21%
SAIA	D	0.18%	0.17%	0.17%
SLM	D	0.24%	0.03%	0.03%
SMCI	F	0.1%	0.17%	0.1%
SNPS	D	0.21%	0.4%	0.21%
STLD	F	0.21%	0.21%	0.21%
STZ	D	0.23%	0.18%	0.18%
SYK	C	0.25%	0.68%	0.25%
THC	A	0.4%	0.28%	0.28%
TJX	B	0.3%	0.69%	0.3%
TOL	B	0.3%	0.28%	0.28%
TPR	C	0.22%	0.18%	0.18%
TRGP	B	0.34%	0.35%	0.34%
TSCO	C	0.27%	0.17%	0.17%
TW	B	0.28%	0.14%	0.14%
URI	B	0.26%	0.37%	0.26%
VLO	F	0.22%	0.27%	0.22%
VLTO	C	0.3%	0.11%	0.11%
VRT	C	0.32%	0.26%	0.26%
VRTX	D	0.28%	0.63%	0.28%
VST	C	0.34%	0.27%	0.27%
WFRD	F	0.2%	0.1%	0.1%
WMB	B	0.3%	0.41%	0.3%
WSM	D	0.28%	0.08%	0.08%

BFOR Overweight 273 Positions Relative to JMOM

Symbol	Grade	Weight
BOOT	A	0.42%
LNTH	D	0.4%
COKE	C	0.38%
UFPT	B	0.38%
CORT	C	0.37%
FTDR	B	0.37%
IESC	C	0.37%
TPL	B	0.37%
FSLR	C	0.36%
HALO	C	0.36%
USLM	B	0.35%
TGLS	B	0.35%
GRBK	B	0.35%
LMB	B	0.35%
DOCS	B	0.34%
DY	B	0.33%
AGYS	D	0.33%
MOD	A	0.33%
UTHR	C	0.33%
STBA	B	0.32%
CFB	D	0.32%
MLI	A	0.32%
LRN	B	0.32%
RMD	C	0.32%
CPRX	A	0.31%
BRC	C	0.31%
IDCC	B	0.31%
EFSC	B	0.31%
PODD	B	0.31%
CPNG	B	0.31%
SYBT	A	0.31%
BBW	C	0.31%
PEG	B	0.31%
CASH	B	0.31%
BURL	B	0.31%
QCRH	B	0.31%
TBBK	B	0.31%
BMI	A	0.31%
NTB	C	0.3%
AX	D	0.3%
EBAY	B	0.3%
HRMY	B	0.3%
PRDO	D	0.3%
BY	C	0.3%
AMAL	B	0.3%
MCO	B	0.3%
MCB	C	0.3%
PYPL	B	0.29%
AAON	B	0.29%
HIG	B	0.29%
BOKF	B	0.29%
OFG	C	0.29%
FBP	C	0.29%
ANF	D	0.29%
CALM	A	0.29%
SLVM	B	0.29%
OSBC	C	0.29%
VRRM	D	0.29%
NYT	C	0.29%
PRFT	B	0.29%
FCF	C	0.29%
NVR	B	0.29%
WWD	D	0.28%
STRL	B	0.28%
G	C	0.28%
ADP	B	0.28%
CNA	C	0.28%
FIX	B	0.28%
WES	D	0.28%
EXLS	B	0.28%
BDC	B	0.28%
CINF	B	0.28%
UAL	C	0.28%
WSFS	D	0.28%
MTB	B	0.28%
DVA	B	0.28%
PNC	B	0.28%
CBT	B	0.28%
MBWM	D	0.28%
GM	C	0.28%
NBHC	D	0.28%
PFC	C	0.28%
TXRH	C	0.27%
SYF	C	0.27%
DOV	B	0.27%
JPM	D	0.27%
OSIS	D	0.27%
POWL	C	0.27%
PAYX	C	0.27%
GILD	B	0.27%
HOMB	B	0.27%
FSS	D	0.27%
IBOC	D	0.27%
BKE	B	0.27%
AIT	A	0.27%
IRMD	C	0.27%
PKG	B	0.27%
CHCO	B	0.27%
APOG	B	0.27%
LEN	B	0.27%
UTI	D	0.27%
FFBC	D	0.27%
SRCE	C	0.27%
RF	B	0.27%
FITB	B	0.27%
MA	B	0.26%
CION	C	0.26%
RMR	C	0.26%
HBAN	B	0.26%
PFBC	D	0.26%
XOM	C	0.26%
EA	D	0.26%
AROC	D	0.26%
AMPH	C	0.26%
TFX	C	0.26%
BKR	C	0.26%
BCSF	B	0.26%
WTFC	B	0.26%
MPLX	B	0.26%
ESGR	D	0.26%
GPK	B	0.26%
RNR	C	0.26%
FCN	D	0.26%
ONB	C	0.26%
ADSK	C	0.25%
WDFC	C	0.25%
CROX	D	0.25%
JKHY	B	0.25%
V	C	0.25%
HESM	D	0.25%
EWBC	D	0.25%
GNE	D	0.25%
WRB	C	0.25%
GOLF	D	0.25%
L	C	0.25%
CATY	C	0.25%
PEGA	C	0.25%
GRNT	D	0.25%
TNK	F	0.25%
FCX	D	0.25%
XYL	C	0.25%
ZTS	C	0.25%
CPAY	B	0.25%
INCY	C	0.25%
FTNT	C	0.25%
EPD	B	0.25%
ROST	C	0.25%
MBIN	D	0.24%
KAI	C	0.24%
COLL	C	0.24%
KEYS	C	0.24%
DCI	C	0.24%
RL	C	0.24%
AGM	D	0.24%
GPOR	D	0.24%
CFR	C	0.24%
ESAB	C	0.24%
CTSH	C	0.24%
THR	D	0.24%
MGY	C	0.24%
JAKK	C	0.24%
MSCI	C	0.24%
EG	C	0.24%
HSY	C	0.24%
HY	F	0.24%
CQP	F	0.24%
FDS	C	0.23%
OTTR	F	0.23%
A	C	0.23%
AOS	D	0.23%
IPG	C	0.23%
GMS	D	0.23%
DMLP	D	0.23%
FAST	C	0.23%
HCC	F	0.23%
NSSC	F	0.23%
INSW	D	0.23%
BYD	C	0.23%
SNA	C	0.23%
FOUR	C	0.23%
ZM	C	0.23%
SYY	D	0.23%
VEEV	C	0.23%
J	C	0.23%
GGG	C	0.22%
CUBI	F	0.22%
IBP	D	0.22%
BMY	C	0.22%
TROW	D	0.22%
CHX	F	0.22%
GPC	D	0.22%
VMC	D	0.22%
WBS	D	0.22%
LBRT	D	0.22%
NEU	D	0.22%
APAM	C	0.22%
WMS	D	0.22%
KNSL	C	0.22%
CMCSA	D	0.22%
WFC	D	0.22%
PAYC	D	0.22%
SIG	C	0.22%
HOG	C	0.22%
IDXX	C	0.22%
NVEC	D	0.22%
CF	C	0.22%
RPRX	C	0.22%
DOX	C	0.22%
LPG	F	0.22%
DRI	B	0.22%
OZK	D	0.22%
PCTY	C	0.22%
ON	D	0.21%
SSD	D	0.21%
DFH	C	0.21%
OSK	F	0.21%
SM	F	0.21%
MLM	D	0.21%
TEX	F	0.21%
ALG	D	0.21%
NBIX	F	0.21%
YELP	F	0.21%
ODFL	D	0.21%
UAA	C	0.21%
SMLR	F	0.2%
CAL	F	0.2%
ASO	C	0.2%
BTU	D	0.2%
DNOW	D	0.2%
DDS	F	0.2%
TNC	F	0.2%
GL	C	0.2%
FOR	C	0.2%
WST	D	0.2%
MGM	F	0.2%
MNST	D	0.2%
HAL	F	0.19%
VC	F	0.19%
MTDR	F	0.19%
HP	F	0.19%
NKE	D	0.19%
TNET	F	0.19%
LPLA	D	0.19%
PLAB	F	0.19%
OXM	F	0.19%
PAX	F	0.18%
GES	F	0.18%
LVS	D	0.18%
RES	D	0.18%
HEES	D	0.18%
ULTA	D	0.17%
TREX	D	0.17%
WNC	F	0.17%
VYGR	F	0.17%
BRKR	D	0.17%
ABNB	D	0.17%
QLYS	F	0.17%
TWI	D	0.16%
CVI	F	0.16%
JBI	F	0.16%
ZYXI	F	0.15%
LW	D	0.15%
BLMN	F	0.14%
ACMR	F	0.14%
AMR	F	0.14%
ELF	F	0.14%
METC	F	0.13%
ARCT	F	0.13%
SHLS	D	0.12%
ATKR	F	0.12%
PARR	F	0.12%
FIVE	D	0.11%
NFE	F	0.08%

BFOR Underweight 163 Positions Relative to JMOM

Symbol	Grade	Weight
BRK.A	C	-2.23%
LLY	C	-2.02%
UNH	C	-1.59%
HD	B	-1.45%
ABBV	C	-1.43%
TMO	B	-1.07%
CRM	D	-1.04%
ORCL	C	-0.92%
GE	B	-0.86%
AMD	D	-0.84%
DHR	B	-0.83%
PGR	B	-0.76%
CB	B	-0.65%
UBER	C	-0.63%
MMC	C	-0.62%
COP	D	-0.61%
ETN	C	-0.59%
TMUS	C	-0.56%
KLAC	D	-0.52%
WELL	C	-0.52%
WM	D	-0.5%
PLTR	B	-0.49%
GD	B	-0.49%
MU	F	-0.47%
TDG	B	-0.46%
LRCX	F	-0.46%
ADI	C	-0.45%
AJG	D	-0.43%
ORLY	C	-0.42%
ROP	C	-0.41%
MCK	F	-0.41%
FICO	B	-0.41%
SPG	B	-0.41%
AFL	C	-0.41%
AZO	D	-0.4%
MRVL	C	-0.39%
DLR	B	-0.39%
CBRE	A	-0.39%
IRM	C	-0.38%
SPOT	B	-0.38%
DASH	C	-0.38%
HLT	B	-0.38%
HWM	B	-0.37%
WDAY	D	-0.37%
AMP	A	-0.36%
TTD	B	-0.36%
LOW	B	-0.36%
RSG	D	-0.36%
NU	B	-0.36%
ICE	C	-0.35%
IT	B	-0.33%
CBOE	C	-0.32%
CRWD	D	-0.32%
AXON	B	-0.31%
PWR	B	-0.31%
CVNA	B	-0.3%
ARES	B	-0.3%
CAH	C	-0.3%
GEV	B	-0.28%
JEF	B	-0.28%
CDW	D	-0.28%
TXN	C	-0.27%
BAH	C	-0.27%
ED	C	-0.27%
NTNX	C	-0.27%
GWRE	A	-0.27%
HCA	B	-0.26%
CACI	B	-0.26%
KR	C	-0.26%
PG	C	-0.25%
CEG	C	-0.25%
HUBS	D	-0.25%
DELL	D	-0.25%
PTC	D	-0.25%
UNM	B	-0.25%
SAIC	C	-0.25%
USFD	B	-0.24%
JNPR	B	-0.24%
FRPT	B	-0.24%
MRK	D	-0.24%
POST	C	-0.24%
LDOS	B	-0.24%
MSTR	D	-0.24%
WY	C	-0.23%
FTI	D	-0.23%
WING	B	-0.23%
SO	B	-0.23%
AKAM	D	-0.23%
WDC	D	-0.23%
NI	B	-0.23%
COIN	F	-0.23%
XPO	D	-0.22%
EQIX	C	-0.22%
TPX	C	-0.21%
TYL	C	-0.21%
GLW	C	-0.21%
CNP	C	-0.2%
HPQ	D	-0.2%
TXT	D	-0.2%
AM	C	-0.2%
SCCO	D	-0.2%
AN	D	-0.19%
LIN	B	-0.19%
BWXT	D	-0.19%
NVT	D	-0.19%
DKNG	C	-0.19%
DTM	B	-0.18%
ZS	F	-0.18%
INVH	C	-0.18%
CW	B	-0.18%
WSO	C	-0.18%
T	C	-0.18%
WLK	D	-0.18%
PSTG	F	-0.18%
GAP	F	-0.17%
H	C	-0.17%
PAG	D	-0.17%
KD	D	-0.17%
R	A	-0.17%
ARMK	B	-0.16%
ONTO	D	-0.16%
PINS	F	-0.15%
TER	D	-0.15%
DINO	F	-0.15%
AZEK	C	-0.15%
PRI	B	-0.14%
SSNC	B	-0.14%
ORI	B	-0.14%
HPE	D	-0.14%
RPM	B	-0.13%
AVT	C	-0.13%
COHR	C	-0.13%
FE	C	-0.13%
HEI	B	-0.13%
SNX	D	-0.13%
ESTC	F	-0.13%
EHC	C	-0.13%
RYAN	D	-0.13%
BRBR	C	-0.12%
HRB	C	-0.12%
SPB	C	-0.12%
EVR	A	-0.11%
MTSI	D	-0.11%
LPX	B	-0.11%
VRSK	D	-0.11%
HII	D	-0.11%
MTG	B	-0.11%
INFA	D	-0.09%
APPF	D	-0.09%
VVV	D	-0.09%
OLED	C	-0.09%
FYBR	C	-0.09%
SRE	C	-0.08%
STAG	C	-0.08%
FDX	C	-0.08%
CACC	F	-0.08%
PNR	B	-0.06%
AGO	C	-0.06%
VNT	F	-0.04%
VSTS	D	-0.03%
BG	D	-0.01%
TKR	D	-0.01%
MORN	C	-0.0%