IWP vs. JMOM ETF Comparison

Comparison of iShares Russell Midcap Growth ETF (IWP) to JPMorgan U.S. Momentum Factor ETF (JMOM)
IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$134.36

Average Daily Volume

1,023,862

Number of Holdings *

286

* 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

$60.97

Average Daily Volume

48,194

Number of Holdings *

271

* may have additional holdings in another (foreign) market
Performance
Period IWP JMOM
30 Days 12.16% 5.45%
60 Days 14.69% 7.40%
90 Days 17.57% 9.79%
12 Months 40.60% 41.42%
92 Overlapping Holdings
Symbol Grade Weight in IWP Weight in JMOM Overlap
AJG B 0.14% 0.36% 0.14%
ALL A 0.26% 0.35% 0.26%
AM A 0.06% 0.2% 0.06%
AMP A 1.68% 0.41% 0.41%
APP B 2.49% 0.95% 0.95%
APPF B 0.17% 0.08% 0.08%
ARES A 1.0% 0.32% 0.32%
AWI A 0.07% 0.07% 0.07%
AXON A 1.41% 0.44% 0.44%
AZEK A 0.15% 0.16% 0.15%
BAH F 0.62% 0.23% 0.23%
BLD D 0.03% 0.15% 0.03%
BR A 0.8% 0.02% 0.02%
BRO B 0.38% 0.27% 0.27%
BSY D 0.21% 0.05% 0.05%
BWXT B 0.08% 0.24% 0.08%
CAH B 0.56% 0.27% 0.27%
CASY A 0.08% 0.23% 0.08%
CNM D 0.17% 0.22% 0.17%
COIN C 1.65% 0.51% 0.51%
COR B 1.3% 0.31% 0.31%
CVNA B 0.3% 0.41% 0.3%
DECK A 0.87% 0.29% 0.29%
DKNG B 0.59% 0.19% 0.19%
DKS C 0.03% 0.2% 0.03%
EME C 0.3% 0.33% 0.3%
ESTC C 0.23% 0.02% 0.02%
EXP A 0.25% 0.25% 0.25%
FICO B 1.48% 0.41% 0.41%
FRPT B 0.07% 0.22% 0.07%
GDDY A 0.84% 0.31% 0.31%
GWRE A 0.23% 0.27% 0.23%
GWW B 1.45% 0.38% 0.38%
H B 0.03% 0.16% 0.03%
HEI B 0.39% 0.24% 0.24%
HEI B 0.55% 0.24% 0.24%
HLT A 1.02% 0.4% 0.4%
HPQ B 0.28% 0.2% 0.2%
HRB D 0.05% 0.1% 0.05%
HWM A 0.09% 0.38% 0.09%
IQV D 0.13% 0.23% 0.13%
IRM D 0.62% 0.3% 0.3%
IT C 1.29% 0.31% 0.31%
JEF A 0.12% 0.28% 0.12%
JLL D 0.13% 0.12% 0.12%
LAMR D 0.09% 0.09% 0.09%
LII A 0.64% 0.26% 0.26%
LOPE B 0.05% 0.13% 0.05%
LPX B 0.16% 0.11% 0.11%
MANH D 0.54% 0.23% 0.23%
MEDP D 0.26% 0.17% 0.17%
MOH F 0.35% 0.2% 0.2%
MORN B 0.29% 0.0% 0.0%
MPWR F 0.88% 0.21% 0.21%
MSTR C 0.11% 0.97% 0.11%
NRG B 0.26% 0.28% 0.26%
NTAP C 0.35% 0.27% 0.27%
NTNX A 0.16% 0.26% 0.16%
OLED D 0.13% 0.07% 0.07%
ONTO D 0.07% 0.19% 0.07%
PLTR B 4.32% 0.76% 0.76%
PPC C 0.01% 0.1% 0.01%
PSTG D 0.42% 0.19% 0.19%
PTC A 0.45% 0.27% 0.27%
PWR A 0.47% 0.39% 0.39%
RCL A 0.62% 0.45% 0.45%
ROL B 0.45% 0.15% 0.15%
RPM A 0.13% 0.12% 0.12%
RYAN B 0.24% 0.04% 0.04%
SMCI F 0.3% 0.1% 0.1%
SN D 0.04% 0.18% 0.04%
SPG B 0.49% 0.38% 0.38%
TER D 0.48% 0.12% 0.12%
TPG A 0.04% 0.09% 0.04%
TPX B 0.3% 0.21% 0.21%
TRGP B 1.4% 0.39% 0.39%
TSCO D 0.97% 0.14% 0.14%
TTD B 1.7% 0.39% 0.39%
TW A 0.19% 0.15% 0.15%
TYL B 0.7% 0.26% 0.26%
URI B 0.44% 0.39% 0.39%
VKTX F 0.17% 0.09% 0.09%
VLTO D 0.37% 0.09% 0.09%
VRSK A 1.3% 0.1% 0.1%
VRT B 1.41% 0.5% 0.5%
VST B 1.6% 0.54% 0.54%
VVV F 0.18% 0.08% 0.08%
WFRD D 0.19% 0.1% 0.1%
WING D 0.3% 0.18% 0.18%
WSM B 0.32% 0.09% 0.09%
XPO B 0.55% 0.3% 0.3%
ZS C 0.6% 0.25% 0.25%
IWP Overweight 194 Positions Relative to JMOM
Symbol Grade Weight
ODFL B 1.38%
FAST B 1.29%
DDOG A 1.23%
IDXX F 1.13%
HUBS A 1.08%
VEEV C 1.03%
DXCM D 0.99%
CPNG D 0.93%
NET B 0.88%
HES B 0.86%
ALNY D 0.86%
MSCI C 0.86%
RBLX C 0.85%
TPL A 0.83%
CPAY A 0.81%
LNG B 0.81%
SYY B 0.76%
LPLA A 0.76%
EXPE B 0.75%
CLX B 0.68%
LYV A 0.67%
SQ B 0.64%
MDB C 0.64%
TOST B 0.59%
PODD C 0.59%
BURL A 0.56%
LVS C 0.55%
PINS D 0.55%
PAYX C 0.54%
NTRA B 0.54%
DOCU A 0.52%
FIX A 0.51%
DT C 0.5%
ULTA F 0.49%
ENTG D 0.48%
YUM B 0.47%
WST C 0.45%
POOL C 0.44%
TXRH C 0.43%
WAT B 0.42%
EQH B 0.41%
CDW F 0.39%
NBIX C 0.38%
DUOL A 0.37%
NCLH B 0.37%
OWL A 0.37%
CAVA B 0.35%
ROST C 0.35%
DRI B 0.34%
KNSL B 0.33%
CHDN B 0.32%
MUSA A 0.32%
ALGN D 0.32%
SRPT D 0.31%
VMC B 0.31%
AAON B 0.3%
RMD C 0.3%
PEN B 0.29%
ITCI C 0.28%
PCTY B 0.28%
EXEL B 0.27%
LNW D 0.27%
ENPH F 0.26%
SAIA B 0.26%
DVA B 0.26%
HAS D 0.25%
PCOR B 0.24%
TREX C 0.24%
SMAR A 0.24%
PAYC B 0.23%
GTLB B 0.23%
CFLT B 0.22%
GLOB B 0.21%
ELF C 0.21%
FDS B 0.21%
AVY D 0.2%
FWONK B 0.2%
EFX F 0.2%
LSCC D 0.19%
FOUR B 0.19%
MTN C 0.18%
LAZ B 0.18%
INSP D 0.17%
MKL A 0.17%
DPZ C 0.17%
OKTA C 0.17%
GNRC B 0.17%
IONS F 0.16%
PLNT A 0.15%
LYFT C 0.15%
CELH F 0.15%
PATH C 0.15%
ZBRA B 0.14%
PEGA A 0.13%
FND C 0.13%
RARE D 0.13%
BRKR D 0.12%
EXAS D 0.12%
MASI A 0.12%
HCP B 0.12%
FIVE F 0.12%
ETSY D 0.12%
TWLO A 0.11%
HSY F 0.11%
CHH A 0.11%
GEHC F 0.11%
WMS D 0.11%
LW C 0.11%
RNG B 0.1%
ROK B 0.1%
LECO B 0.1%
EG C 0.09%
UHAL D 0.09%
FERG B 0.09%
APLS D 0.09%
CSL C 0.09%
EXPD D 0.09%
FIVN C 0.09%
TDC D 0.09%
U C 0.08%
SITE D 0.08%
TTEK F 0.08%
LBRDK C 0.08%
MLM B 0.07%
BROS B 0.07%
NCNO B 0.07%
CE F 0.07%
PR B 0.07%
BILL A 0.07%
CACC D 0.07%
SOFI A 0.07%
CLF F 0.06%
PFGC B 0.06%
WSC D 0.06%
BLDR D 0.06%
DBX B 0.06%
NXST C 0.06%
CIVI D 0.05%
VNOM A 0.05%
WEN D 0.05%
DV C 0.05%
EQT B 0.05%
S B 0.04%
JBL B 0.04%
DAY B 0.04%
TKO B 0.04%
ROKU D 0.04%
ALLY C 0.04%
LOAR A 0.03%
EPAM C 0.03%
CHE D 0.03%
KMX B 0.03%
HLI B 0.03%
BFAM D 0.03%
RH B 0.03%
TXG F 0.03%
YETI C 0.03%
VRSN F 0.03%
RGEN D 0.03%
DJT C 0.03%
CROX D 0.03%
TRU D 0.03%
SPR D 0.02%
MTDR B 0.02%
SAM C 0.02%
UI A 0.02%
FWONA B 0.02%
WH B 0.02%
CAR C 0.02%
KBR F 0.02%
AAL B 0.02%
WYNN D 0.02%
SKX D 0.02%
BPOP B 0.02%
WEX D 0.02%
INCY C 0.02%
SSD D 0.02%
FTRE D 0.01%
CC C 0.01%
UHAL D 0.01%
SEE C 0.01%
NFE D 0.01%
IRDM D 0.01%
MSGS A 0.01%
LBRDA C 0.01%
CGNX C 0.01%
UWMC D 0.01%
MKSI C 0.01%
WU D 0.01%
RLI B 0.01%
DOCS C 0.01%
ALAB B 0.0%
TRIP F 0.0%
PYCR C 0.0%
IWP Underweight 180 Positions Relative to JMOM
Symbol Grade Weight
NVDA C -2.5%
AVGO D -2.1%
META D -1.99%
MSFT F -1.82%
GOOGL C -1.81%
AAPL C -1.8%
BRK.A B -1.8%
COST B -1.47%
LLY F -1.47%
HD A -1.37%
UNH C -1.34%
CRM B -1.21%
ABBV D -1.04%
ORCL B -0.96%
NOW A -0.9%
NFLX A -0.9%
PM B -0.84%
GE D -0.82%
ISRG A -0.82%
IBM C -0.82%
CAT B -0.8%
AMD F -0.77%
TMO F -0.76%
TXN C -0.76%
QCOM F -0.73%
AXP A -0.73%
BKNG A -0.73%
INTU C -0.73%
ETN A -0.68%
PGR A -0.67%
AMAT F -0.63%
SYK C -0.62%
BSX B -0.62%
DHR F -0.61%
AMZN C -0.61%
PANW C -0.6%
TJX A -0.6%
COP C -0.6%
TMUS B -0.58%
UBER D -0.57%
KKR A -0.56%
VRTX F -0.55%
GS A -0.54%
CB C -0.53%
ANET C -0.53%
CRWD B -0.51%
TT A -0.51%
ADI D -0.51%
PH A -0.5%
MU D -0.5%
MCK B -0.48%
SPOT B -0.48%
APH A -0.48%
MRVL B -0.48%
WM A -0.47%
WELL A -0.46%
MSI B -0.46%
WMB A -0.46%
CEG D -0.44%
DASH A -0.44%
CTAS B -0.44%
CMG B -0.42%
LRCX F -0.42%
KLAC D -0.42%
GEV B -0.41%
DLR B -0.41%
CL D -0.4%
TDG D -0.4%
GD F -0.39%
BK A -0.39%
ORLY B -0.38%
ECL D -0.37%
PSX C -0.36%
PCAR B -0.36%
AFL B -0.36%
DELL C -0.35%
MPC D -0.35%
ROP B -0.35%
AZO C -0.34%
CPRT A -0.33%
LOW D -0.33%
CBRE B -0.33%
GLW B -0.32%
RSG A -0.32%
NU C -0.31%
COHR B -0.31%
ICE C -0.29%
HUBB B -0.29%
HIG B -0.28%
FANG D -0.28%
ALSN B -0.27%
DTM B -0.27%
GEN B -0.26%
VLO C -0.26%
LDOS C -0.26%
PHM D -0.26%
FFIV B -0.26%
CW B -0.26%
IBKR A -0.26%
VTR C -0.26%
FI A -0.26%
ACGL D -0.26%
WDC D -0.25%
STLD B -0.25%
FTI A -0.25%
KR B -0.25%
USFD A -0.25%
RGA A -0.24%
EVR B -0.24%
TOL B -0.24%
CBOE B -0.24%
CHD B -0.24%
SSNC B -0.23%
T A -0.23%
NVT B -0.22%
THC D -0.22%
NI A -0.22%
SCCO F -0.21%
TPR B -0.21%
ED D -0.21%
PSN D -0.2%
PG A -0.2%
INGR B -0.2%
LIN D -0.2%
CACI D -0.2%
POST C -0.19%
SO D -0.19%
UHS D -0.19%
KD B -0.19%
IFF D -0.19%
WSO A -0.19%
HCA F -0.19%
JNPR F -0.19%
R B -0.19%
HPE B -0.18%
AN C -0.18%
SAIC F -0.18%
DHI D -0.17%
GAP C -0.17%
KO D -0.17%
TXT D -0.17%
UNM A -0.17%
MRK F -0.17%
WLK D -0.16%
CRUS D -0.15%
CRBG B -0.15%
MTSI B -0.14%
ARMK B -0.14%
AVT C -0.13%
SNX C -0.13%
BRBR A -0.13%
ORI A -0.13%
PAG B -0.12%
OHI C -0.12%
EHC B -0.12%
SPB C -0.11%
SNPS B -0.11%
MTG C -0.1%
FE C -0.1%
ROIV C -0.09%
ESS B -0.09%
INFA D -0.08%
PRI A -0.08%
COKE C -0.08%
AGO B -0.07%
RS B -0.07%
HII D -0.07%
SRE A -0.07%
PEG A -0.06%
FCNCA A -0.06%
AYI B -0.06%
FYBR D -0.06%
PNR A -0.06%
NSA D -0.05%
INVH D -0.04%
CXT B -0.04%
SLM A -0.03%
TKR D -0.01%
STAG F -0.01%
EQIX A -0.0%
Compare ETFs