IVOO vs. JPME ETF Comparison

Comparison of Vanguard S&P Mid-Cap 400 ETF (IVOO) to JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)

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 400Â® 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

$113.17

Average Daily Volume

61,743

Number of Holdings ^*

392

* may have additional holdings in another (foreign) market

JPME

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

JPME Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell Midcap Diversified Factor Index. The fund will invest at least 80% of its net assets in securities included in the underlying index. It may invest up to 20% of its assets in exchange-traded futures to seek performance that corresponds to 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.

Grade (RS Rating)

Last Trade

$109.93

Average Daily Volume

10,028

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

Performance

Period	IVOO	JPME
30 Days	7.18%	5.14%
60 Days	7.23%	5.14%
90 Days	8.27%	7.46%
12 Months	33.00%	30.14%

134 Overlapping Holdings

Symbol	Grade	Weight in IVOO	Weight in JPME	Overlap
ACHC	F	0.14%	0.17%	0.14%
AFG	A	0.32%	0.19%	0.19%
ALLY	C	0.33%	0.11%	0.11%
AM	A	0.17%	0.4%	0.17%
AMH	D	0.38%	0.26%	0.26%
AN	C	0.14%	0.32%	0.14%
AR	B	0.26%	0.3%	0.26%
ASH	D	0.14%	0.26%	0.14%
ATR	B	0.38%	0.01%	0.01%
AVT	C	0.16%	0.14%	0.14%
AYI	B	0.32%	0.09%	0.09%
BRBR	A	0.29%	0.36%	0.29%
BRKR	D	0.22%	0.2%	0.2%
BRX	A	0.28%	0.4%	0.28%
BYD	C	0.16%	0.27%	0.16%
CACI	D	0.42%	0.4%	0.4%
CASY	A	0.5%	0.41%	0.41%
CC	C	0.09%	0.0%	0.0%
CHE	D	0.28%	0.33%	0.28%
CIEN	B	0.31%	0.51%	0.31%
CLF	F	0.21%	0.28%	0.21%
CLH	B	0.4%	0.41%	0.4%
CNM	D	0.29%	0.35%	0.29%
CNXC	F	0.07%	0.06%	0.06%
COKE	C	0.23%	0.34%	0.23%
CR	A	0.26%	0.05%	0.05%
CRI	D	0.07%	0.04%	0.04%
CROX	D	0.22%	0.22%	0.22%
CRUS	D	0.2%	0.27%	0.2%
CSL	C	0.67%	0.42%	0.42%
CUBE	D	0.37%	0.35%	0.35%
CUZ	B	0.16%	0.15%	0.15%
CXT	B	0.09%	0.1%	0.09%
DINO	D	0.22%	0.35%	0.22%
DKS	C	0.39%	0.36%	0.36%
DLB	B	0.15%	0.22%	0.15%
DTM	B	0.3%	0.5%	0.3%
EGP	F	0.29%	0.23%	0.23%
EHC	B	0.34%	0.42%	0.34%
EME	C	0.72%	0.38%	0.38%
EPR	D	0.12%	0.33%	0.12%
EXEL	B	0.33%	0.43%	0.33%
EXP	A	0.33%	0.21%	0.21%
FBIN	D	0.36%	0.32%	0.32%
FLO	D	0.15%	0.26%	0.15%
FNB	A	0.18%	0.07%	0.07%
FNF	B	0.54%	0.18%	0.18%
FR	C	0.24%	0.23%	0.23%
FYBR	D	0.27%	0.37%	0.27%
GGG	B	0.47%	0.35%	0.35%
GLPI	C	0.47%	0.36%	0.36%
GNTX	C	0.24%	0.3%	0.24%
HOG	D	0.13%	0.02%	0.02%
HRB	D	0.29%	0.33%	0.29%
HXL	D	0.17%	0.05%	0.05%
IDA	A	0.19%	0.24%	0.19%
INGR	B	0.3%	0.42%	0.3%
IRDM	D	0.12%	0.24%	0.12%
ITT	A	0.39%	0.17%	0.17%
JAZZ	B	0.23%	0.26%	0.23%
JEF	A	0.36%	0.49%	0.36%
JLL	D	0.44%	0.38%	0.38%
KRC	C	0.15%	0.29%	0.15%
LAMR	D	0.4%	0.39%	0.39%
LECO	B	0.38%	0.3%	0.3%
LITE	B	0.15%	0.4%	0.15%
LPX	B	0.21%	0.27%	0.21%
LSTR	D	0.21%	0.3%	0.21%
M	D	0.15%	0.14%	0.14%
MANH	D	0.56%	0.37%	0.37%
MEDP	D	0.27%	0.28%	0.27%
MSM	C	0.12%	0.33%	0.12%
MTG	C	0.22%	0.37%	0.22%
NBIX	C	0.42%	0.25%	0.25%
NEU	C	0.14%	0.3%	0.14%
NFG	A	0.19%	0.36%	0.19%
NNN	D	0.27%	0.22%	0.22%
NSA	D	0.1%	0.09%	0.09%
NVST	B	0.12%	0.05%	0.05%
NVT	B	0.43%	0.18%	0.18%
NXST	C	0.18%	0.36%	0.18%
OC	A	0.53%	0.41%	0.41%
OGE	B	0.28%	0.4%	0.28%
OHI	C	0.38%	0.38%	0.38%
OLN	D	0.17%	0.28%	0.17%
ORI	A	0.29%	0.4%	0.29%
OVV	B	0.36%	0.27%	0.27%
PAG	B	0.1%	0.35%	0.1%
PB	A	0.24%	0.07%	0.07%
PFGC	B	0.44%	0.4%	0.4%
PK	B	0.1%	0.33%	0.1%
POST	C	0.18%	0.35%	0.18%
PPC	C	0.07%	0.42%	0.07%
PR	B	0.3%	0.4%	0.3%
PRI	A	0.32%	0.22%	0.22%
R	B	0.22%	0.27%	0.22%
RBC	A	0.28%	0.31%	0.28%
REXR	F	0.32%	0.18%	0.18%
RGA	A	0.48%	0.41%	0.41%
RGLD	C	0.33%	0.29%	0.29%
RPM	A	0.56%	0.41%	0.41%
RRC	B	0.25%	0.29%	0.25%
RS	B	0.54%	0.37%	0.37%
RYN	D	0.14%	0.14%	0.14%
SAIC	F	0.25%	0.28%	0.25%
SAM	C	0.09%	0.28%	0.09%
SCI	B	0.41%	0.15%	0.15%
SLGN	A	0.14%	0.1%	0.1%
SLM	A	0.17%	0.17%	0.17%
SMG	D	0.13%	0.25%	0.13%
SNX	C	0.3%	0.28%	0.28%
SON	D	0.18%	0.14%	0.14%
STAG	F	0.23%	0.28%	0.23%
STWD	C	0.22%	0.23%	0.22%
THC	D	0.51%	0.4%	0.4%
THO	B	0.19%	0.13%	0.13%
TKR	D	0.18%	0.35%	0.18%
TNL	A	0.12%	0.07%	0.07%
TOL	B	0.52%	0.42%	0.42%
TPL	A	0.76%	0.44%	0.44%
TXRH	C	0.44%	0.43%	0.43%
UGI	A	0.18%	0.37%	0.18%
UNM	A	0.38%	0.5%	0.38%
USFD	A	0.52%	0.43%	0.43%
UTHR	C	0.57%	0.42%	0.42%
VVV	F	0.18%	0.36%	0.18%
WEN	D	0.11%	0.13%	0.11%
WLK	D	0.15%	0.31%	0.15%
WPC	D	0.42%	0.22%	0.22%
WSM	B	0.59%	0.31%	0.31%
WU	D	0.13%	0.04%	0.04%
X	C	0.3%	0.33%	0.3%
XRAY	F	0.16%	0.09%	0.09%
ZION	B	0.26%	0.09%	0.09%

IVOO Overweight 258 Positions Relative to JPME

Symbol	Grade	Weight
ILMN	D	0.79%
LII	A	0.67%
WSO	A	0.57%
IBKR	A	0.57%
DT	C	0.55%
RBA	A	0.54%
BURL	A	0.54%
PSTG	D	0.53%
XPO	B	0.52%
AVTR	F	0.52%
EQH	B	0.5%
COHR	B	0.49%
DOCU	A	0.49%
ACM	A	0.49%
FIX	A	0.48%
EWBC	A	0.47%
RNR	C	0.47%
SAIA	B	0.45%
TTEK	F	0.45%
ELS	C	0.45%
CW	B	0.45%
SFM	A	0.44%
BMRN	D	0.43%
SRPT	D	0.41%
BJ	A	0.39%
DUOL	A	0.38%
FND	C	0.38%
RRX	B	0.38%
BWXT	B	0.38%
CCK	C	0.38%
SF	B	0.37%
AA	B	0.36%
CG	A	0.36%
WMS	D	0.36%
BLD	D	0.36%
CHDN	B	0.35%
WWD	B	0.34%
ONTO	D	0.34%
CNH	C	0.34%
ARMK	B	0.34%
KNSL	B	0.33%
WTRG	B	0.33%
HLI	B	0.32%
FHN	A	0.32%
EVR	B	0.32%
MORN	B	0.31%
AIT	A	0.31%
WBS	A	0.31%
LAD	A	0.31%
PEN	B	0.31%
KBR	F	0.31%
FLR	B	0.31%
WAL	B	0.31%
MUSA	A	0.31%
NYT	C	0.31%
WCC	B	0.3%
GME	C	0.3%
FN	D	0.3%
ENSG	D	0.3%
DCI	B	0.3%
AAL	B	0.3%
GMED	A	0.29%
AXTA	A	0.29%
LNW	D	0.29%
TPX	B	0.29%
TTC	D	0.29%
WING	D	0.29%
KNX	B	0.29%
GPK	C	0.29%
PCTY	B	0.28%
PNFP	B	0.28%
BERY	B	0.28%
SKX	D	0.28%
CFR	B	0.28%
WTFC	A	0.27%
TREX	C	0.27%
CHRD	D	0.27%
TKO	B	0.27%
VOYA	B	0.27%
OLED	D	0.27%
HQY	B	0.26%
SSB	B	0.26%
UFPI	B	0.26%
ADC	B	0.26%
MTZ	B	0.26%
SSD	D	0.26%
LNTH	D	0.26%
AAON	B	0.26%
TMHC	B	0.25%
GXO	B	0.25%
SNV	B	0.25%
HLNE	B	0.25%
CBSH	A	0.25%
SEIC	B	0.25%
CVLT	B	0.24%
VNO	B	0.24%
BIO	D	0.24%
FCN	D	0.24%
CGNX	C	0.24%
FLS	B	0.24%
MAT	D	0.24%
MIDD	C	0.24%
WH	B	0.24%
LSCC	D	0.24%
RGEN	D	0.24%
ESAB	B	0.24%
WEX	D	0.24%
MSA	D	0.23%
H	B	0.23%
FAF	A	0.23%
PLNT	A	0.23%
KEX	C	0.23%
OSK	B	0.23%
MKSI	C	0.23%
EXLS	B	0.23%
RYAN	B	0.23%
ANF	C	0.23%
ALV	C	0.23%
G	B	0.22%
ARW	D	0.22%
VMI	B	0.22%
MASI	A	0.22%
ESNT	D	0.22%
HALO	F	0.22%
MTSI	B	0.22%
RLI	B	0.22%
COLB	A	0.21%
CYTK	F	0.21%
MTDR	B	0.21%
LFUS	F	0.21%
CADE	B	0.21%
NOV	C	0.21%
NOVT	D	0.21%
DBX	B	0.21%
ONB	B	0.21%
DAR	C	0.21%
CMC	B	0.21%
AGCO	D	0.21%
ALTR	B	0.21%
MTN	C	0.21%
KBH	D	0.2%
WHR	B	0.2%
SRCL	C	0.2%
VNT	B	0.2%
WFRD	D	0.2%
AMG	B	0.2%
GBCI	B	0.2%
CBT	C	0.2%
ELF	C	0.2%
CHX	C	0.19%
PVH	C	0.19%
KNF	A	0.19%
SIGI	C	0.19%
OLLI	D	0.19%
KRG	B	0.19%
GTLS	B	0.18%
UBSI	B	0.18%
RMBS	C	0.18%
CNX	A	0.18%
FIVE	F	0.18%
ST	F	0.18%
MMS	F	0.18%
WTS	B	0.18%
DOCS	C	0.18%
JHG	A	0.18%
BC	C	0.18%
KD	B	0.18%
THG	A	0.18%
LEA	D	0.18%
EXPO	D	0.17%
UMBF	B	0.17%
POR	C	0.17%
GATX	A	0.17%
ROIV	C	0.17%
PSN	D	0.17%
HOMB	A	0.17%
HWC	B	0.16%
WMG	C	0.16%
BCO	D	0.16%
SBRA	C	0.16%
NJR	A	0.16%
GAP	C	0.16%
OZK	B	0.16%
FFIN	B	0.16%
BDC	B	0.16%
CELH	F	0.16%
RH	B	0.16%
APPF	B	0.16%
AVNT	B	0.15%
ORA	B	0.15%
CIVI	D	0.15%
QLYS	C	0.15%
IRT	A	0.15%
SWX	B	0.15%
MUR	D	0.15%
PNM	F	0.14%
OPCH	D	0.14%
LOPE	B	0.14%
OGS	A	0.14%
VLY	B	0.14%
ASGN	F	0.14%
EEFT	B	0.14%
BKH	A	0.14%
PII	D	0.13%
CNO	A	0.13%
HAE	C	0.13%
ALE	A	0.13%
SR	A	0.13%
KMPR	B	0.13%
ENS	D	0.13%
LANC	C	0.12%
SLAB	D	0.12%
VAL	D	0.12%
POWI	D	0.12%
TEX	D	0.12%
PRGO	B	0.12%
ASB	B	0.12%
TCBI	B	0.12%
CDP	C	0.12%
AMED	F	0.11%
TDC	D	0.11%
FHI	A	0.11%
CHH	A	0.11%
ZI	D	0.11%
ALGM	D	0.11%
IBOC	A	0.11%
NWE	B	0.11%
LIVN	F	0.1%
NSP	D	0.1%
PBF	D	0.1%
NEOG	F	0.1%
BHF	B	0.1%
AMKR	D	0.1%
GHC	C	0.1%
YETI	C	0.1%
MAN	D	0.1%
PCH	D	0.1%
BLKB	B	0.1%
VC	D	0.09%
COLM	B	0.09%
SYNA	C	0.09%
COTY	F	0.09%
JWN	C	0.08%
RCM	F	0.08%
IPGP	D	0.08%
GT	C	0.08%
ENOV	C	0.08%
CPRI	F	0.08%
HGV	B	0.08%
ARWR	F	0.08%
SHC	F	0.08%
VAC	B	0.08%
VSH	D	0.07%
AZTA	D	0.07%
GEF	A	0.06%
UAA	C	0.06%
CAR	C	0.05%
UA	C	0.04%

IVOO Underweight 204 Positions Relative to JPME

Symbol	Grade	Weight
APP	B	-1.27%
VST	B	-0.71%
ALSN	B	-0.51%
SYF	B	-0.51%
TRGP	B	-0.49%
KMI	A	-0.48%
AMP	A	-0.48%
CMI	A	-0.47%
WMB	A	-0.47%
PWR	A	-0.46%
OMF	A	-0.45%
OKE	A	-0.45%
NRG	B	-0.45%
IP	B	-0.45%
ETR	B	-0.45%
CBRE	B	-0.44%
LNG	B	-0.44%
SNA	A	-0.44%
GRMN	B	-0.44%
TPR	B	-0.43%
FCNCA	A	-0.43%
GWW	B	-0.43%
HUBB	B	-0.43%
ATO	A	-0.42%
STLD	B	-0.42%
KR	B	-0.42%
TAP	C	-0.42%
CF	B	-0.41%
MRO	B	-0.41%
HBAN	A	-0.41%
NI	A	-0.41%
SPG	B	-0.41%
PEG	A	-0.41%
XEL	A	-0.41%
LDOS	C	-0.41%
FAST	B	-0.41%
PKG	A	-0.41%
EVRG	A	-0.4%
CAH	B	-0.4%
PCG	A	-0.39%
DGX	A	-0.39%
WEC	A	-0.39%
AME	A	-0.39%
TYL	B	-0.39%
IRM	D	-0.39%
PNW	B	-0.39%
COR	B	-0.39%
EMN	D	-0.39%
PPL	B	-0.39%
ESI	A	-0.39%
CHTR	C	-0.39%
JNPR	F	-0.38%
VTRS	A	-0.38%
IT	C	-0.38%
AFL	B	-0.38%
DECK	A	-0.38%
K	A	-0.38%
DVA	B	-0.38%
LNT	A	-0.38%
FANG	D	-0.38%
HIG	B	-0.38%
AVB	B	-0.38%
DTE	C	-0.37%
REG	B	-0.37%
NVR	D	-0.37%
SPB	C	-0.37%
ROKU	D	-0.37%
AJG	B	-0.37%
CMS	C	-0.37%
PHM	D	-0.37%
RMD	C	-0.36%
LEN	D	-0.36%
EIX	B	-0.36%
TSN	B	-0.36%
KIM	A	-0.36%
CLX	B	-0.35%
ED	D	-0.35%
FE	C	-0.35%
SSNC	B	-0.35%
CBOE	B	-0.35%
TSCO	D	-0.34%
ANSS	B	-0.34%
BLDR	D	-0.34%
NTAP	C	-0.34%
HPE	B	-0.34%
KVUE	A	-0.33%
CTRA	B	-0.33%
DHI	D	-0.33%
UHS	D	-0.33%
VICI	C	-0.33%
GEN	B	-0.33%
CHD	B	-0.33%
BG	F	-0.33%
STE	F	-0.32%
LH	C	-0.32%
CPB	D	-0.32%
JBL	B	-0.32%
HST	C	-0.32%
GIS	D	-0.32%
HOLX	D	-0.32%
ESS	B	-0.31%
ROST	C	-0.31%
WY	D	-0.31%
EG	C	-0.31%
MTB	A	-0.31%
NUE	C	-0.31%
CAG	D	-0.31%
MAS	D	-0.31%
LYB	F	-0.31%
HIW	D	-0.3%
AVY	D	-0.3%
BPOP	B	-0.3%
ACI	C	-0.3%
HPQ	B	-0.3%
CTVA	C	-0.3%
DOX	D	-0.3%
EQR	B	-0.29%
A	D	-0.29%
IFF	D	-0.29%
MOS	F	-0.29%
SJM	D	-0.29%
MOH	F	-0.29%
HSIC	B	-0.29%
BBY	D	-0.29%
ADM	D	-0.29%
VEEV	C	-0.28%
EXC	C	-0.28%
IQV	D	-0.28%
MKC	D	-0.28%
OMC	C	-0.28%
WST	C	-0.28%
AOS	F	-0.28%
PAYX	C	-0.27%
DVN	F	-0.27%
MPWR	F	-0.27%
INCY	C	-0.27%
FRPT	B	-0.27%
SYY	B	-0.27%
TER	D	-0.27%
HRL	D	-0.26%
DRI	B	-0.26%
CDW	F	-0.26%
MAA	B	-0.25%
CNC	D	-0.25%
UI	A	-0.25%
QGEN	D	-0.25%
RVTY	F	-0.25%
L	A	-0.25%
HAL	C	-0.25%
CWEN	C	-0.24%
SWKS	F	-0.24%
AGO	B	-0.24%
ON	D	-0.24%
MGM	D	-0.23%
EXPD	D	-0.22%
HUN	F	-0.22%
MCHP	D	-0.21%
HSY	F	-0.21%
RPRX	D	-0.21%
FMC	D	-0.21%
CPT	B	-0.2%
FITB	A	-0.19%
CE	F	-0.19%
GLW	B	-0.18%
REYN	D	-0.18%
FRT	B	-0.18%
BKR	B	-0.18%
RF	A	-0.17%
KEYS	A	-0.17%
BRO	B	-0.17%
ELAN	D	-0.16%
AXS	A	-0.15%
APA	D	-0.14%
PINC	B	-0.14%
DFS	B	-0.14%
BAH	F	-0.14%
POOL	C	-0.13%
TXT	D	-0.13%
WTM	A	-0.13%
BWA	D	-0.13%
AKAM	D	-0.12%
QRVO	F	-0.12%
CFG	B	-0.11%
KEY	B	-0.1%
ACGL	D	-0.1%
LBRDK	C	-0.09%
TFX	F	-0.08%
GEHC	F	-0.07%
RHI	B	-0.07%
CMA	A	-0.07%
TECH	D	-0.06%
NDSN	B	-0.06%
GO	C	-0.06%
IEX	B	-0.05%
PFG	D	-0.05%
BIIB	F	-0.04%
VIRT	B	-0.04%
IPG	D	-0.03%
ADTN	A	-0.03%
FTRE	D	-0.03%
PAYC	B	-0.03%
AEE	A	-0.02%
KSS	F	-0.01%
CNA	B	-0.0%