IVOO vs. JMOM ETF Comparison

Comparison of Vanguard S&P Mid-Cap 400 ETF (IVOO) to JPMorgan U.S. Momentum Factor ETF (JMOM)
IVOO

Vanguard S&P Mid-Cap 400 ETF

IVOO Description

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Index. The index measures the performance of mid-capitalization stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$106.10

Average Daily Volume

67,435

Number of Holdings *

391

* 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 IVOO JMOM
30 Days 3.97% 3.06%
60 Days 4.03% 5.65%
90 Days 7.02% 5.92%
12 Months 24.86% 36.10%
75 Overlapping Holdings
Symbol Grade Weight in IVOO Weight in JMOM Overlap
AM C 0.18% 0.2% 0.18%
AN D 0.15% 0.19% 0.15%
APPF D 0.17% 0.09% 0.09%
ARMK B 0.34% 0.16% 0.16%
AVT C 0.17% 0.13% 0.13%
AYI B 0.27% 0.01% 0.01%
BLD D 0.43% 0.16% 0.16%
BRBR C 0.26% 0.12% 0.12%
BWXT D 0.33% 0.19% 0.19%
CACC F 0.1% 0.08% 0.08%
CACI B 0.38% 0.26% 0.26%
CASY D 0.47% 0.25% 0.25%
CELH F 0.2% 0.13% 0.13%
CNM F 0.29% 0.17% 0.17%
COHR C 0.36% 0.13% 0.13%
CRUS D 0.27% 0.13% 0.13%
CW B 0.42% 0.18% 0.18%
DINO F 0.26% 0.15% 0.15%
DKS D 0.48% 0.23% 0.23%
DTM B 0.27% 0.18% 0.18%
EHC C 0.33% 0.13% 0.13%
EME B 0.65% 0.26% 0.26%
EVR A 0.3% 0.11% 0.11%
EXP B 0.31% 0.23% 0.23%
FYBR C 0.23% 0.09% 0.09%
GAP F 0.17% 0.17% 0.17%
GNTX F 0.25% 0.04% 0.04%
H C 0.24% 0.17% 0.17%
HRB C 0.31% 0.12% 0.12%
IBKR B 0.48% 0.19% 0.19%
INGR B 0.31% 0.21% 0.21%
JEF B 0.36% 0.28% 0.28%
KD D 0.19% 0.17% 0.17%
LECO F 0.39% 0.02% 0.02%
LII B 0.66% 0.27% 0.27%
LOPE D 0.15% 0.13% 0.13%
LPX B 0.22% 0.11% 0.11%
MANH B 0.57% 0.25% 0.25%
MEDP F 0.29% 0.19% 0.19%
MORN C 0.29% 0.0% 0.0%
MTG B 0.24% 0.11% 0.11%
MTSI D 0.21% 0.11% 0.11%
NVT D 0.39% 0.19% 0.19%
OC D 0.51% 0.22% 0.22%
OLED C 0.3% 0.09% 0.09%
ONTO D 0.37% 0.16% 0.16%
ORI B 0.32% 0.14% 0.14%
PAG D 0.12% 0.17% 0.12%
POST C 0.2% 0.24% 0.2%
PRI B 0.32% 0.14% 0.14%
PSTG F 0.55% 0.18% 0.18%
R A 0.22% 0.17% 0.17%
RGA C 0.51% 0.25% 0.25%
RPM B 0.52% 0.13% 0.13%
RS D 0.58% 0.24% 0.24%
RYAN D 0.23% 0.13% 0.13%
SAIA D 0.35% 0.17% 0.17%
SAIC C 0.23% 0.25% 0.23%
SLM D 0.17% 0.03% 0.03%
SNX D 0.33% 0.13% 0.13%
STAG C 0.26% 0.08% 0.08%
THC A 0.57% 0.28% 0.28%
TKR D 0.19% 0.01% 0.01%
TOL B 0.52% 0.28% 0.28%
TPX C 0.32% 0.21% 0.21%
UNM B 0.35% 0.25% 0.25%
USFD B 0.47% 0.24% 0.24%
VNT F 0.19% 0.04% 0.04%
VVV D 0.19% 0.09% 0.09%
WFRD F 0.27% 0.1% 0.1%
WING B 0.4% 0.23% 0.23%
WLK D 0.16% 0.18% 0.16%
WSM D 0.6% 0.08% 0.08%
WSO C 0.53% 0.18% 0.18%
XPO D 0.47% 0.22% 0.22%
IVOO Overweight 316 Positions Relative to JMOM
Symbol Grade Weight
ILMN C 0.73%
CSL B 0.7%
BMRN F 0.61%
AVTR B 0.61%
BURL B 0.6%
TPL B 0.57%
UTHR C 0.56%
RBA B 0.55%
FNF B 0.54%
GGG C 0.49%
GLPI C 0.49%
ACM B 0.48%
RNR C 0.47%
ELS C 0.47%
WPC C 0.46%
NBIX F 0.45%
AMH C 0.45%
SRPT D 0.45%
EQH C 0.45%
FIX B 0.44%
ERIE B 0.44%
TTEK C 0.44%
DT C 0.43%
CLH A 0.43%
FND C 0.42%
JLL B 0.42%
PFGC B 0.41%
CUBE B 0.41%
EWBC D 0.41%
ALLY F 0.41%
SCI B 0.4%
ITT B 0.4%
LAMR B 0.39%
REXR C 0.39%
RRX C 0.39%
TXRH C 0.39%
CCK A 0.38%
KNSL C 0.38%
SFM B 0.37%
BJ D 0.37%
OVV F 0.37%
WMS D 0.37%
ATR B 0.36%
WWD D 0.36%
LNW B 0.35%
TTC D 0.34%
OHI B 0.34%
MUSA D 0.34%
WTRG D 0.34%
CHDN C 0.33%
KBR D 0.33%
SF A 0.32%
SKX D 0.32%
FHN D 0.32%
GPK B 0.32%
RGLD C 0.32%
CHRD F 0.32%
AFG B 0.31%
DCI C 0.31%
CROX D 0.31%
CHE C 0.31%
EGP B 0.31%
NYT C 0.31%
KNX C 0.3%
X F 0.3%
FLR D 0.3%
NNN C 0.3%
RBC C 0.3%
CG D 0.3%
GMED D 0.29%
HLI B 0.29%
LAD D 0.29%
BRX B 0.29%
CHK D 0.29%
ELF F 0.29%
CIEN C 0.29%
DUOL B 0.28%
BERY B 0.28%
AR F 0.28%
AA D 0.28%
AIT A 0.28%
OGE C 0.28%
WEX C 0.28%
FCN D 0.28%
AXTA B 0.28%
HALO C 0.28%
WBS D 0.28%
EXEL C 0.27%
ACHC C 0.27%
PNFP B 0.27%
SSD D 0.27%
CR C 0.27%
PEN D 0.27%
RGEN F 0.27%
JAZZ D 0.26%
PR F 0.26%
ZION D 0.26%
ADC C 0.26%
LNTH D 0.26%
SSB B 0.26%
ALV F 0.26%
FR B 0.26%
UFPI C 0.26%
MKSI F 0.26%
CBSH C 0.26%
ANF D 0.26%
MIDD D 0.26%
PCTY C 0.25%
NOV F 0.25%
SWN D 0.25%
OSK F 0.25%
PB B 0.25%
WTFC B 0.25%
PLNT B 0.25%
TMHC A 0.25%
VOYA B 0.25%
ARW C 0.25%
CFR C 0.25%
WCC D 0.25%
RRC D 0.25%
CVLT B 0.24%
LFUS C 0.24%
SEIC C 0.24%
SNV C 0.24%
MSA D 0.24%
ESNT B 0.24%
MTZ B 0.24%
MTN D 0.24%
HQY C 0.24%
TREX D 0.24%
CGNX F 0.24%
TKO B 0.24%
KEX C 0.24%
G C 0.23%
LSCC D 0.23%
AAON B 0.23%
LSTR D 0.23%
MAT C 0.23%
BRKR D 0.23%
CYTK F 0.23%
FLS D 0.23%
NOVT D 0.23%
MTDR F 0.23%
FAF B 0.23%
LEA F 0.23%
DAR F 0.23%
KBH A 0.22%
RLI B 0.22%
CMC D 0.22%
CLF F 0.22%
STWD B 0.22%
ONB C 0.22%
COKE C 0.22%
GME F 0.22%
WH B 0.22%
CADE C 0.21%
CHX F 0.21%
EXLS B 0.21%
ESAB C 0.21%
GXO D 0.21%
DBX D 0.21%
PVH F 0.2%
MMS C 0.2%
AGCO D 0.2%
CIVI F 0.2%
THO D 0.2%
KRG B 0.2%
VMI D 0.2%
CBT B 0.2%
ST D 0.2%
THG B 0.19%
NXST D 0.19%
BC C 0.19%
GBCI B 0.19%
FNB C 0.19%
WTS C 0.19%
MUR F 0.19%
WHR D 0.19%
EXPO A 0.19%
OLLI C 0.19%
NFG B 0.19%
SRCL A 0.19%
VNO B 0.19%
SIGI D 0.19%
AMG C 0.19%
SON C 0.19%
OPCH C 0.19%
GATX D 0.18%
GTLS F 0.18%
ALTR C 0.18%
IDA C 0.18%
HOMB B 0.18%
OLN D 0.18%
UGI C 0.18%
MDU C 0.18%
MASI F 0.18%
UBSI B 0.18%
XRAY D 0.18%
HXL F 0.18%
COLB B 0.18%
RMBS F 0.17%
JHG B 0.17%
BCO B 0.17%
POR C 0.17%
KNF B 0.16%
FLO C 0.16%
AVNT B 0.16%
ASH D 0.16%
DOCS B 0.16%
PII D 0.16%
UMBF B 0.16%
OZK D 0.16%
NJR B 0.16%
HOG C 0.16%
QLYS F 0.16%
HWC D 0.16%
IRT B 0.16%
FFIN B 0.16%
EEFT D 0.16%
FIVE D 0.15%
CPRI D 0.15%
RYN C 0.15%
CNX B 0.15%
SLGN B 0.15%
DLB D 0.15%
M F 0.15%
CUZ B 0.15%
BDC B 0.15%
SWX C 0.15%
ASGN D 0.15%
KRC B 0.14%
LITE B 0.14%
OGS B 0.14%
RH B 0.14%
SBRA C 0.14%
NEU D 0.14%
PRGO D 0.14%
ORA C 0.14%
BYD C 0.14%
WMG D 0.14%
BKH B 0.14%
ENS D 0.14%
WU F 0.14%
EPR B 0.13%
PBF F 0.13%
ALE B 0.13%
PNM B 0.13%
VLY C 0.13%
MSM D 0.13%
SLAB D 0.13%
CNO B 0.13%
KMPR D 0.13%
VAL F 0.13%
SR B 0.13%
POWI F 0.13%
TEX F 0.13%
HAE F 0.13%
NWE B 0.12%
NSP F 0.12%
IBOC D 0.12%
BLKB C 0.12%
ASB D 0.12%
NEOG D 0.12%
AMKR F 0.12%
COTY F 0.12%
YETI D 0.12%
PCH C 0.12%
LANC D 0.12%
CNXC F 0.12%
MAN C 0.12%
CHH C 0.11%
IRDM D 0.11%
TCBI B 0.11%
NVST D 0.11%
TNL D 0.11%
AMED C 0.11%
SYNA F 0.11%
PK D 0.11%
NSA B 0.11%
COLM C 0.1%
TDC F 0.1%
LIVN D 0.1%
FHI A 0.1%
GHC B 0.1%
VC F 0.1%
RCM C 0.1%
ZI D 0.1%
WEN C 0.1%
BHF F 0.1%
CC F 0.1%
ARWR F 0.1%
SMG C 0.1%
SAM F 0.09%
GT F 0.09%
VSH F 0.09%
HGV F 0.09%
AZTA F 0.09%
JWN C 0.08%
ZD D 0.08%
ENOV D 0.08%
TGNA D 0.08%
ALGM F 0.08%
CRI D 0.08%
VAC F 0.08%
PPC D 0.07%
SHC C 0.07%
PGNY F 0.07%
IPGP F 0.07%
ADNT F 0.07%
GEF D 0.06%
MP D 0.06%
UA D 0.05%
UAA C 0.05%
CAR F 0.05%
HELE D 0.04%
WOLF F 0.03%
IVOO Underweight 199 Positions Relative to JMOM
Symbol Grade Weight
BRK.A C -2.23%
LLY C -2.02%
META B -1.98%
MSFT C -1.85%
AAPL C -1.8%
AVGO C -1.69%
GOOGL D -1.66%
COST B -1.63%
NVDA D -1.62%
UNH C -1.59%
HD B -1.45%
ABBV C -1.43%
TMO B -1.07%
CRM D -1.04%
ADBE F -1.0%
IBM B -0.92%
ORCL C -0.92%
GE B -0.86%
AMD D -0.84%
DHR B -0.83%
ISRG B -0.83%
INTU C -0.81%
QCOM D -0.8%
NOW B -0.8%
CAT B -0.79%
NFLX B -0.76%
PGR B -0.76%
TJX B -0.69%
AMAT D -0.68%
SYK C -0.68%
CB B -0.65%
BSX B -0.65%
UBER C -0.63%
VRTX D -0.63%
MMC C -0.62%
BKNG C -0.62%
COP D -0.61%
AMZN C -0.61%
MDLZ B -0.59%
ETN C -0.59%
PANW D -0.57%
TMUS C -0.56%
KLAC D -0.52%
WELL C -0.52%
ANET B -0.5%
KKR B -0.5%
WM D -0.5%
PLTR B -0.49%
CTAS B -0.49%
GD B -0.49%
MSI B -0.49%
PH B -0.49%
MU F -0.47%
TDG B -0.46%
LRCX F -0.46%
ADI C -0.45%
CMG C -0.43%
AJG D -0.43%
AXP B -0.43%
APH 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%
WMB B -0.41%
AZO D -0.4%
MPC F -0.4%
SNPS D -0.4%
CDNS D -0.39%
MRVL C -0.39%
DLR B -0.39%
CBRE A -0.39%
IRM C -0.38%
PSX F -0.38%
SPOT B -0.38%
DASH C -0.38%
APO C -0.38%
HLT B -0.38%
HWM B -0.37%
ACGL C -0.37%
WDAY D -0.37%
URI B -0.37%
AMP A -0.36%
TTD B -0.36%
LOW B -0.36%
RSG D -0.36%
GWW B -0.36%
NU B -0.36%
ICE C -0.35%
RCL B -0.35%
PCAR D -0.35%
TRGP B -0.35%
MPWR C -0.34%
IT B -0.33%
PHM B -0.33%
BRO C -0.32%
CBOE C -0.32%
CRWD D -0.32%
IQV C -0.32%
CPRT D -0.32%
AXON B -0.31%
PWR B -0.31%
CVNA B -0.3%
ARES B -0.3%
APP C -0.3%
CAH C -0.3%
GDDY C -0.29%
FANG D -0.29%
GEV B -0.28%
CDW D -0.28%
CHD D -0.28%
BLDR C -0.27%
TXN C -0.27%
VST C -0.27%
VLO F -0.27%
NUE F -0.27%
BAH C -0.27%
ED C -0.27%
NTNX C -0.27%
BR D -0.27%
HUBB B -0.27%
GWRE A -0.27%
HCA B -0.26%
VRT C -0.26%
KR C -0.26%
NTAP D -0.26%
MOH D -0.25%
PG C -0.25%
CEG C -0.25%
HUBS D -0.25%
DELL D -0.25%
PTC D -0.25%
DECK C -0.25%
JNPR B -0.24%
FRPT B -0.24%
MRK D -0.24%
LDOS B -0.24%
MSTR D -0.24%
WY C -0.23%
FTI D -0.23%
SO B -0.23%
AKAM D -0.23%
WDC D -0.23%
NI B -0.23%
COIN F -0.23%
EQIX C -0.22%
ALSN B -0.22%
DHI B -0.22%
KO C -0.22%
STLD F -0.21%
TYL C -0.21%
MCHP F -0.21%
GLW C -0.21%
CNP C -0.2%
HPQ D -0.2%
TXT D -0.2%
SCCO D -0.2%
LIN B -0.19%
DKNG C -0.19%
ZS F -0.18%
INVH C -0.18%
CL D -0.18%
TPR C -0.18%
T C -0.18%
JBL D -0.18%
STZ D -0.18%
TSCO C -0.17%
SMCI F -0.17%
ROL C -0.17%
FFIV B -0.16%
PEP C -0.15%
PINS F -0.15%
TER D -0.15%
BSY D -0.15%
AZEK C -0.15%
SSNC B -0.14%
TW B -0.14%
HPE D -0.14%
PSN B -0.14%
FE C -0.13%
HEI B -0.13%
ESTC F -0.13%
ECL B -0.12%
SPB C -0.12%
VRSK D -0.11%
VLTO C -0.11%
HII D -0.11%
INFA D -0.09%
SRE C -0.08%
FDX C -0.08%
PNR B -0.06%
AGO C -0.06%
DXCM F -0.05%
FCNCA D -0.05%
VSTS D -0.03%
BG D -0.01%
CSCO C -0.0%
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