IVOO vs. JPUS ETF Comparison

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

$119.21

Average Daily Volume

7,891

Number of Holdings *

354

* may have additional holdings in another (foreign) market
Performance
Period IVOO JPUS
30 Days 3.97% 3.61%
60 Days 4.03% 6.37%
90 Days 7.02% 8.24%
12 Months 24.86% 24.93%
92 Overlapping Holdings
Symbol Grade Weight in IVOO Weight in JPUS Overlap
AFG B 0.31% 0.06% 0.06%
ALLY F 0.41% 0.21% 0.21%
AM C 0.18% 0.37% 0.18%
ASH D 0.16% 0.15% 0.15%
BRBR C 0.26% 0.12% 0.12%
BRX B 0.29% 0.38% 0.29%
CACI B 0.38% 0.13% 0.13%
CASY D 0.47% 0.38% 0.38%
CC F 0.1% 0.01% 0.01%
CELH F 0.2% 0.2% 0.2%
CHE C 0.31% 0.17% 0.17%
CHK D 0.29% 0.09% 0.09%
CIEN C 0.29% 0.33% 0.29%
CLF F 0.22% 0.17% 0.17%
CLH A 0.43% 0.41% 0.41%
CNM F 0.29% 0.17% 0.17%
COKE C 0.22% 0.13% 0.13%
CRI D 0.08% 0.03% 0.03%
CSL B 0.7% 0.15% 0.15%
CUBE B 0.41% 0.43% 0.41%
DINO F 0.26% 0.24% 0.24%
DKS D 0.48% 0.36% 0.36%
DLB D 0.15% 0.06% 0.06%
DTM B 0.27% 0.05% 0.05%
EGP B 0.31% 0.07% 0.07%
EPR B 0.13% 0.19% 0.13%
EXP B 0.31% 0.18% 0.18%
FLO C 0.16% 0.23% 0.16%
FNF B 0.54% 0.36% 0.36%
FR B 0.26% 0.17% 0.17%
FYBR C 0.23% 0.51% 0.23%
GAP F 0.17% 0.17% 0.17%
GLPI C 0.49% 0.38% 0.38%
GNTX F 0.25% 0.28% 0.25%
HOG C 0.16% 0.03% 0.03%
HRB C 0.31% 0.46% 0.31%
IDA C 0.18% 0.09% 0.09%
INGR B 0.31% 0.43% 0.31%
IRDM D 0.11% 0.07% 0.07%
ITT B 0.4% 0.21% 0.21%
JEF B 0.36% 0.24% 0.24%
JLL B 0.42% 0.45% 0.42%
KRC B 0.14% 0.15% 0.14%
LAMR B 0.39% 0.41% 0.39%
LOPE D 0.15% 0.08% 0.08%
LPX B 0.22% 0.07% 0.07%
LSTR D 0.23% 0.04% 0.04%
M F 0.15% 0.17% 0.15%
MEDP F 0.29% 0.2% 0.2%
MSM D 0.13% 0.23% 0.13%
MTG B 0.24% 0.36% 0.24%
NEU D 0.14% 0.18% 0.14%
NFG B 0.19% 0.31% 0.19%
NNN C 0.3% 0.21% 0.21%
NXST D 0.19% 0.35% 0.19%
OC D 0.51% 0.28% 0.28%
OGE C 0.28% 0.36% 0.28%
OHI B 0.34% 0.45% 0.34%
OLN D 0.18% 0.26% 0.18%
ORI B 0.32% 0.29% 0.29%
PAG D 0.12% 0.3% 0.12%
PFGC B 0.41% 0.4% 0.4%
PK D 0.11% 0.21% 0.11%
POST C 0.2% 0.42% 0.2%
PPC D 0.07% 0.09% 0.07%
R A 0.22% 0.14% 0.14%
RGA C 0.51% 0.16% 0.16%
RPM B 0.52% 0.26% 0.26%
RRC D 0.25% 0.05% 0.05%
RS D 0.58% 0.34% 0.34%
SAIC C 0.23% 0.09% 0.09%
SAM F 0.09% 0.2% 0.09%
SCI B 0.4% 0.18% 0.18%
SLM D 0.17% 0.09% 0.09%
SNX D 0.33% 0.22% 0.22%
SON C 0.19% 0.01% 0.01%
STAG C 0.26% 0.26% 0.26%
STWD B 0.22% 0.18% 0.18%
THC A 0.57% 0.19% 0.19%
TKR D 0.19% 0.2% 0.19%
TNL D 0.11% 0.05% 0.05%
TOL B 0.52% 0.45% 0.45%
UGI C 0.18% 0.24% 0.18%
UNM B 0.35% 0.41% 0.35%
USFD B 0.47% 0.43% 0.43%
UTHR C 0.56% 0.37% 0.37%
VVV D 0.19% 0.1% 0.1%
WLK D 0.16% 0.34% 0.16%
WPC C 0.46% 0.26% 0.26%
WSM D 0.6% 0.34% 0.34%
WU F 0.14% 0.13% 0.13%
X F 0.3% 0.28% 0.28%
IVOO Overweight 299 Positions Relative to JPUS
Symbol Grade Weight
ILMN C 0.73%
LII B 0.66%
EME B 0.65%
BMRN F 0.61%
AVTR B 0.61%
BURL B 0.6%
TPL B 0.57%
MANH B 0.57%
PSTG F 0.55%
RBA B 0.55%
WSO C 0.53%
GGG C 0.49%
ACM B 0.48%
IBKR B 0.48%
XPO D 0.47%
RNR C 0.47%
ELS C 0.47%
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%
BLD D 0.43%
FND C 0.42%
CW B 0.42%
EWBC D 0.41%
WING B 0.4%
LECO F 0.39%
REXR C 0.39%
RRX C 0.39%
TXRH C 0.39%
NVT D 0.39%
CCK A 0.38%
KNSL C 0.38%
SFM B 0.37%
ONTO D 0.37%
BJ D 0.37%
OVV F 0.37%
WMS D 0.37%
ATR B 0.36%
WWD D 0.36%
COHR C 0.36%
LNW B 0.35%
SAIA D 0.35%
ARMK B 0.34%
TTC D 0.34%
MUSA D 0.34%
WTRG D 0.34%
CHDN C 0.33%
KBR D 0.33%
EHC C 0.33%
BWXT D 0.33%
SF A 0.32%
PRI B 0.32%
SKX D 0.32%
FHN D 0.32%
TPX C 0.32%
GPK B 0.32%
RGLD C 0.32%
CHRD F 0.32%
DCI C 0.31%
CROX D 0.31%
NYT C 0.31%
OLED C 0.3%
KNX C 0.3%
FLR D 0.3%
RBC C 0.3%
CG D 0.3%
EVR A 0.3%
MORN C 0.29%
GMED D 0.29%
HLI B 0.29%
LAD D 0.29%
ELF F 0.29%
DUOL B 0.28%
BERY B 0.28%
AR F 0.28%
AA D 0.28%
AIT A 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%
WFRD F 0.27%
SSD D 0.27%
AYI B 0.27%
CR C 0.27%
PEN D 0.27%
RGEN F 0.27%
CRUS D 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%
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%
CVLT B 0.24%
LFUS C 0.24%
SEIC C 0.24%
SNV C 0.24%
MSA D 0.24%
ESNT B 0.24%
H C 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%
MAT C 0.23%
BRKR D 0.23%
CYTK F 0.23%
FLS D 0.23%
NOVT D 0.23%
MTDR F 0.23%
RYAN D 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%
ONB 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%
MTSI 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%
BC C 0.19%
GBCI B 0.19%
FNB C 0.19%
WTS C 0.19%
MUR F 0.19%
VNT F 0.19%
KD D 0.19%
WHR D 0.19%
EXPO A 0.19%
OLLI C 0.19%
SRCL A 0.19%
VNO B 0.19%
SIGI D 0.19%
AMG C 0.19%
OPCH C 0.19%
GATX D 0.18%
GTLS F 0.18%
ALTR C 0.18%
HOMB B 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%
APPF D 0.17%
BCO B 0.17%
POR C 0.17%
AVT C 0.17%
KNF B 0.16%
AVNT B 0.16%
DOCS B 0.16%
PII D 0.16%
UMBF B 0.16%
OZK D 0.16%
NJR B 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%
CUZ B 0.15%
BDC B 0.15%
SWX C 0.15%
AN D 0.15%
ASGN D 0.15%
LITE B 0.14%
OGS B 0.14%
RH B 0.14%
SBRA C 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%
PBF F 0.13%
ALE B 0.13%
PNM B 0.13%
VLY C 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%
TCBI B 0.11%
NVST D 0.11%
AMED C 0.11%
SYNA F 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%
CACC F 0.1%
BHF F 0.1%
ARWR F 0.1%
SMG C 0.1%
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%
VAC F 0.08%
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 262 Positions Relative to JPUS
Symbol Grade Weight
K B -0.52%
IRM C -0.48%
PM C -0.46%
PGR B -0.46%
T C -0.46%
TRGP B -0.46%
DHI B -0.46%
MSI B -0.44%
NVR B -0.44%
PHM B -0.44%
MO C -0.44%
KO C -0.43%
PEG B -0.43%
TMUS C -0.43%
ETR B -0.43%
EIX C -0.43%
HIG B -0.43%
HCA B -0.43%
UHS B -0.43%
PPL C -0.42%
LMT C -0.42%
PNW C -0.42%
FCNCA D -0.42%
CPB C -0.42%
CAG C -0.42%
NI B -0.42%
CL D -0.42%
SO B -0.42%
MDLZ B -0.42%
LEN B -0.42%
WELL C -0.42%
KHC C -0.41%
JNPR B -0.41%
SYY D -0.41%
KR C -0.41%
REGN C -0.41%
KVUE C -0.41%
TAP D -0.41%
AMGN B -0.41%
SPG B -0.41%
BRK.A C -0.41%
VZ B -0.41%
REG C -0.41%
GRMN D -0.4%
GIS B -0.4%
LLY C -0.4%
ED C -0.4%
CI C -0.4%
RSG D -0.4%
DVA B -0.4%
ESS B -0.4%
AFL C -0.4%
PEP C -0.4%
ANET B -0.4%
CLX C -0.39%
PSA B -0.39%
PG C -0.39%
META B -0.39%
FE C -0.39%
CMCSA D -0.39%
ORCL C -0.38%
GWW B -0.38%
ABBV C -0.38%
ROKU C -0.38%
MMC C -0.38%
XOM C -0.38%
WM D -0.38%
KMB D -0.38%
PCG C -0.38%
GD B -0.38%
CTSH C -0.37%
PWR B -0.37%
UNH C -0.37%
XEL B -0.37%
VRTX D -0.37%
TSCO C -0.37%
SYF C -0.37%
D C -0.37%
VICI C -0.37%
ADM D -0.37%
ETN C -0.36%
SRE C -0.36%
EVRG B -0.36%
ORLY C -0.36%
ADI C -0.36%
HST C -0.36%
LYB D -0.36%
CHD D -0.36%
WEC C -0.36%
AAPL C -0.36%
ELV C -0.36%
AZO D -0.36%
DGX B -0.36%
STZ D -0.36%
SCCO D -0.35%
CAH C -0.35%
APH D -0.35%
EXC C -0.35%
MSFT C -0.35%
BG D -0.35%
TJX B -0.35%
LOW B -0.35%
DUK C -0.35%
MPC F -0.35%
CSCO C -0.35%
ACGL C -0.35%
AVB B -0.34%
NVDA D -0.34%
FAST C -0.34%
WY C -0.34%
KIM C -0.34%
ABT C -0.34%
INTU C -0.34%
WMB B -0.34%
BLDR C -0.34%
COF B -0.34%
VST C -0.34%
CHTR D -0.34%
IP B -0.34%
CMI C -0.34%
DTE C -0.33%
KMI B -0.33%
AVGO C -0.33%
ACN C -0.33%
BAH C -0.33%
DHR B -0.33%
GILD B -0.33%
CEG C -0.33%
PSX F -0.33%
KLAC D -0.33%
MNST D -0.33%
PH B -0.33%
EQIX C -0.33%
AOS D -0.32%
VLO F -0.32%
MRK D -0.32%
CE F -0.32%
MCK F -0.32%
ZTS C -0.32%
NTAP D -0.31%
ACI F -0.31%
HUBB B -0.31%
HOLX B -0.31%
IT B -0.31%
CTRA D -0.31%
ITW C -0.31%
LNG C -0.3%
UNP C -0.3%
CF C -0.3%
CBOE C -0.3%
FANG D -0.3%
EG C -0.3%
TSN C -0.3%
ALSN B -0.3%
CMS C -0.3%
CTVA B -0.3%
MAS B -0.3%
STLD F -0.3%
CVX D -0.3%
CNP C -0.3%
SYK C -0.29%
AMAT D -0.29%
HRL C -0.29%
ECL B -0.29%
STE C -0.29%
DOW D -0.29%
CB B -0.29%
NUE F -0.28%
EMN B -0.28%
MRO C -0.28%
LIN B -0.28%
CDNS D -0.28%
EOG D -0.27%
CVS D -0.27%
ESI D -0.27%
SPB C -0.27%
HBAN B -0.27%
PKG B -0.27%
FITB B -0.27%
VTR C -0.27%
MDT C -0.26%
BBY C -0.26%
BAC D -0.26%
ROST C -0.26%
EQT D -0.26%
LRCX F -0.25%
DOX C -0.25%
HUN D -0.25%
SJM C -0.25%
COP D -0.25%
TGT C -0.24%
CAT B -0.24%
WST D -0.24%
DRI B -0.24%
GEHC C -0.24%
EQR B -0.23%
PFE C -0.23%
AMP A -0.23%
MAA B -0.23%
FCX D -0.23%
AME C -0.23%
HPE D -0.23%
NEM B -0.23%
VTRS D -0.22%
BMY C -0.22%
BPOP C -0.21%
PLD C -0.21%
QCOM D -0.21%
CCI C -0.2%
BDX D -0.2%
KDP B -0.19%
XP D -0.19%
F F -0.18%
CPT B -0.18%
TMO B -0.18%
RHI D -0.17%
OMF D -0.17%
AVY C -0.16%
APO C -0.16%
MOH D -0.16%
SWKS D -0.16%
EA D -0.16%
MOS F -0.15%
ATO B -0.15%
IPG C -0.15%
HIW B -0.15%
BKNG C -0.14%
CSX D -0.13%
STT A -0.12%
WRB C -0.12%
VIRT C -0.12%
IBM B -0.11%
USB B -0.1%
FRT C -0.1%
DFS B -0.1%
GOOGL D -0.1%
PFG B -0.1%
UI B -0.1%
PRU C -0.09%
CARR B -0.09%
OXY F -0.09%
RF B -0.08%
CSGP D -0.08%
NKE D -0.07%
OTIS C -0.07%
ADBE F -0.06%
CFG C -0.06%
CBRE A -0.05%
PCAR D -0.05%
KEY B -0.05%
CWEN C -0.05%
AGO C -0.04%
SSNC B -0.04%
HUM F -0.04%
VLTO C -0.04%
FTRE D -0.03%
LEG D -0.03%
LBRDK F -0.03%
KSS F -0.01%
AEE C -0.01%
GO F -0.01%
LW D -0.01%
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