IWP vs. JPUS ETF Comparison

Comparison of iShares Russell Midcap Growth ETF (IWP) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)

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

$116.77

Average Daily Volume

1,045,345

Number of Holdings ^*

286

* 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	IWP	JPUS
30 Days	3.92%	3.61%
60 Days	5.06%	6.37%
90 Days	5.59%	8.24%
12 Months	26.50%	24.93%

61 Overlapping Holdings

Symbol	Grade	Weight in IWP	Weight in JPUS	Overlap
ALLY	F	0.05%	0.21%	0.05%
AM	C	0.07%	0.37%	0.07%
AMP	A	1.48%	0.23%	0.23%
AVY	C	0.24%	0.16%	0.16%
BAH	C	0.74%	0.33%	0.33%
BLDR	C	0.07%	0.34%	0.07%
BPOP	C	0.03%	0.21%	0.03%
CAH	C	0.6%	0.35%	0.35%
CASY	D	0.09%	0.38%	0.09%
CC	F	0.01%	0.01%	0.01%
CE	F	0.13%	0.32%	0.13%
CELH	F	0.22%	0.2%	0.2%
CHE	C	0.03%	0.17%	0.03%
CLF	F	0.07%	0.17%	0.07%
CLX	C	0.76%	0.39%	0.39%
CNM	F	0.16%	0.17%	0.16%
CSL	B	0.1%	0.15%	0.1%
DKS	D	0.04%	0.36%	0.04%
DRI	B	0.37%	0.24%	0.24%
DVA	B	0.3%	0.4%	0.3%
EG	C	0.1%	0.3%	0.1%
EQT	D	0.05%	0.26%	0.05%
EXP	B	0.26%	0.18%	0.18%
FAST	C	1.24%	0.34%	0.34%
FTRE	D	0.0%	0.03%	0.0%
GEHC	C	0.13%	0.24%	0.13%
GWW	B	1.38%	0.38%	0.38%
HRB	C	0.06%	0.46%	0.06%
IRDM	D	0.01%	0.07%	0.01%
IRM	C	0.72%	0.48%	0.48%
IT	B	1.42%	0.31%	0.31%
JEF	B	0.11%	0.24%	0.11%
JLL	B	0.14%	0.45%	0.14%
LAMR	B	0.1%	0.41%	0.1%
LBRDK	F	0.06%	0.03%	0.03%
LNG	C	0.77%	0.3%	0.3%
LOPE	D	0.05%	0.08%	0.05%
LPX	B	0.16%	0.07%	0.07%
LW	D	0.11%	0.01%	0.01%
MEDP	F	0.33%	0.2%	0.2%
MOH	D	0.48%	0.16%	0.16%
NTAP	D	0.4%	0.31%	0.31%
NXST	D	0.08%	0.35%	0.08%
PFGC	B	0.06%	0.4%	0.06%
PPC	D	0.01%	0.09%	0.01%
PWR	B	0.44%	0.37%	0.37%
ROKU	C	0.05%	0.38%	0.05%
ROST	C	0.43%	0.26%	0.26%
RPM	B	0.13%	0.26%	0.13%
SAM	F	0.02%	0.2%	0.02%
SPG	B	0.5%	0.41%	0.41%
SYY	D	0.87%	0.41%	0.41%
TRGP	B	1.2%	0.46%	0.46%
TSCO	C	1.12%	0.37%	0.37%
UI	B	0.01%	0.1%	0.01%
VLTO	C	0.45%	0.04%	0.04%
VST	C	1.08%	0.34%	0.34%
VVV	D	0.19%	0.1%	0.1%
WSM	D	0.4%	0.34%	0.34%
WST	D	0.49%	0.24%	0.24%
WU	F	0.02%	0.13%	0.02%

IWP Overweight 225 Positions Relative to JPUS

Symbol	Grade	Weight
PLTR	B	2.64%
TTD	B	1.73%
MPWR	C	1.58%
IDXX	C	1.52%
COR	D	1.48%
VRSK	D	1.41%
FICO	B	1.4%
ODFL	D	1.39%
DDOG	D	1.2%
VEEV	C	1.18%
VRT	C	1.13%
APP	C	1.09%
ALNY	C	1.09%
CPNG	B	1.02%
HLT	B	1.01%
DXCM	F	1.01%
AXON	B	1.0%
COIN	F	0.99%
ARES	B	0.97%
MSCI	C	0.92%
DECK	C	0.88%
HUBS	D	0.88%
NET	D	0.87%
HES	F	0.86%
RBLX	B	0.86%
SMCI	F	0.83%
BR	D	0.83%
GDDY	C	0.79%
CPAY	B	0.78%
TYL	C	0.77%
MDB	D	0.73%
LII	B	0.7%
TER	D	0.67%
BURL	B	0.65%
PINS	F	0.63%
EXPE	C	0.63%
DKNG	C	0.62%
HEI	B	0.61%
ENTG	F	0.61%
PODD	B	0.6%
MANH	B	0.59%
LYV	B	0.58%
ULTA	D	0.58%
ZS	F	0.57%
PAYX	C	0.57%
TPL	B	0.56%
LPLA	D	0.56%
CDW	D	0.55%
SQ	D	0.55%
LVS	D	0.53%
NTRA	C	0.53%
YUM	D	0.53%
ENPH	D	0.53%
ROL	C	0.52%
RCL	B	0.51%
DT	C	0.49%
POOL	C	0.49%
PSTG	F	0.46%
PTC	D	0.46%
XPO	D	0.46%
NBIX	F	0.45%
FIX	B	0.45%
WING	B	0.43%
TOST	C	0.43%
WAT	C	0.43%
URI	B	0.43%
SRPT	D	0.42%
HEI	B	0.42%
DOCU	C	0.42%
EQH	C	0.41%
BRO	C	0.4%
TXRH	C	0.4%
ALGN	D	0.39%
KNSL	C	0.38%
MUSA	D	0.37%
LNW	B	0.37%
CHDN	C	0.36%
RMD	C	0.36%
CAVA	B	0.34%
TPX	C	0.32%
OWL	C	0.32%
MORN	C	0.31%
HAS	B	0.31%
DUOL	B	0.31%
VMC	D	0.3%
NCLH	C	0.3%
ITCI	D	0.29%
HPQ	D	0.29%
EFX	B	0.28%
ALL	B	0.28%
EME	B	0.27%
BSY	D	0.26%
PCTY	C	0.26%
VKTX	C	0.26%
NRG	C	0.26%
TREX	D	0.26%
SAIA	D	0.25%
PEN	D	0.25%
AAON	B	0.24%
GWRE	A	0.24%
GTLB	D	0.24%
RYAN	D	0.24%
WFRD	F	0.24%
SMAR	C	0.24%
PCOR	F	0.23%
ESTC	F	0.23%
IONS	F	0.23%
ELF	F	0.23%
GLOB	D	0.23%
EXEL	C	0.23%
FDS	C	0.22%
INSP	C	0.22%
MTN	D	0.21%
TW	B	0.2%
PAYC	D	0.2%
FWONK	C	0.2%
FOUR	C	0.19%
OKTA	F	0.19%
RARE	B	0.19%
CVNA	B	0.19%
LSCC	D	0.19%
CFLT	F	0.18%
IQV	C	0.18%
LAZ	B	0.18%
DPZ	F	0.18%
OLED	C	0.18%
APPF	D	0.18%
MKL	C	0.17%
EXAS	C	0.17%
ETSY	F	0.16%
FND	C	0.16%
BRKR	D	0.16%
AJG	D	0.16%
AZEK	C	0.16%
PLNT	B	0.15%
GNRC	D	0.15%
NTNX	C	0.15%
HSY	C	0.15%
FIVE	D	0.15%
PATH	D	0.15%
ZBRA	B	0.14%
WMS	D	0.14%
APLS	F	0.14%
UHAL	A	0.11%
PEGA	C	0.11%
CHH	C	0.11%
FERG	D	0.1%
U	D	0.1%
TTEK	C	0.1%
LECO	F	0.1%
EXPD	C	0.1%
TDC	F	0.1%
ROK	D	0.1%
LYFT	D	0.1%
SITE	C	0.09%
HWM	B	0.09%
RNG	F	0.09%
ONTO	D	0.09%
MASI	F	0.09%
HCP	B	0.09%
TWLO	D	0.08%
FRPT	B	0.08%
FIVN	F	0.08%
CACC	F	0.08%
WSC	D	0.08%
MLM	D	0.07%
PR	F	0.07%
BWXT	D	0.07%
DBX	D	0.07%
AWI	B	0.07%
NCNO	D	0.06%
TXG	D	0.06%
BROS	D	0.05%
TKO	B	0.05%
SOFI	C	0.05%
BILL	D	0.05%
SN	B	0.05%
CROX	D	0.05%
MSTR	D	0.05%
DV	F	0.05%
CIVI	F	0.05%
WEN	C	0.05%
BLD	D	0.04%
YETI	D	0.04%
JBL	D	0.04%
VRSN	D	0.04%
RGEN	F	0.04%
VNOM	C	0.04%
TRU	B	0.04%
TPG	B	0.04%
BFAM	C	0.04%
EPAM	F	0.03%
KBR	D	0.03%
INCY	C	0.03%
HLI	B	0.03%
SSD	D	0.03%
WEX	C	0.03%
SKX	D	0.03%
LOAR	C	0.03%
S	C	0.03%
KMX	D	0.03%
H	C	0.03%
RH	B	0.03%
DAY	D	0.03%
MKSI	F	0.02%
MTDR	F	0.02%
CAR	F	0.02%
SPR	D	0.02%
AAL	D	0.02%
WH	B	0.02%
FWONA	C	0.02%
WYNN	D	0.02%
UWMC	D	0.02%
DJT	F	0.02%
LBRDA	F	0.01%
UHAL	A	0.01%
SEE	D	0.01%
MSGS	B	0.01%
DOCS	B	0.01%
CGNX	F	0.01%
RLI	B	0.01%
NFE	F	0.01%
ALAB	D	0.0%
TRIP	F	0.0%
PYCR	D	0.0%

IWP Underweight 293 Positions Relative to JPUS

Symbol	Grade	Weight
K	B	-0.52%
FYBR	C	-0.51%
PM	C	-0.46%
PGR	B	-0.46%
T	C	-0.46%
DHI	B	-0.46%
OHI	B	-0.45%
TOL	B	-0.45%
MSI	B	-0.44%
NVR	B	-0.44%
PHM	B	-0.44%
MO	C	-0.44%
KO	C	-0.43%
USFD	B	-0.43%
PEG	B	-0.43%
CUBE	B	-0.43%
TMUS	C	-0.43%
ETR	B	-0.43%
EIX	C	-0.43%
INGR	B	-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%
POST	C	-0.42%
LEN	B	-0.42%
WELL	C	-0.42%
KHC	C	-0.41%
JNPR	B	-0.41%
CLH	A	-0.41%
UNM	B	-0.41%
KR	C	-0.41%
REGN	C	-0.41%
KVUE	C	-0.41%
TAP	D	-0.41%
AMGN	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%
ESS	B	-0.4%
AFL	C	-0.4%
PEP	C	-0.4%
ANET	B	-0.4%
PSA	B	-0.39%
PG	C	-0.39%
META	B	-0.39%
FE	C	-0.39%
CMCSA	D	-0.39%
ORCL	C	-0.38%
ABBV	C	-0.38%
MMC	C	-0.38%
BRX	B	-0.38%
XOM	C	-0.38%
WM	D	-0.38%
KMB	D	-0.38%
PCG	C	-0.38%
GLPI	C	-0.38%
GD	B	-0.38%
CTSH	C	-0.37%
UNH	C	-0.37%
XEL	B	-0.37%
UTHR	C	-0.37%
VRTX	D	-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%
MTG	B	-0.36%
ORLY	C	-0.36%
ADI	C	-0.36%
HST	C	-0.36%
LYB	D	-0.36%
FNF	B	-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%
OGE	C	-0.36%
SCCO	D	-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%
RS	D	-0.34%
WY	C	-0.34%
KIM	C	-0.34%
ABT	C	-0.34%
INTU	C	-0.34%
WMB	B	-0.34%
COF	B	-0.34%
WLK	D	-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%
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%
CIEN	C	-0.33%
AOS	D	-0.32%
VLO	F	-0.32%
MRK	D	-0.32%
MCK	F	-0.32%
ZTS	C	-0.32%
ACI	F	-0.31%
HUBB	B	-0.31%
HOLX	B	-0.31%
NFG	B	-0.31%
CTRA	D	-0.31%
ITW	C	-0.31%
UNP	C	-0.3%
CF	C	-0.3%
CBOE	C	-0.3%
FANG	D	-0.3%
TSN	C	-0.3%
ALSN	B	-0.3%
CMS	C	-0.3%
CTVA	B	-0.3%
PAG	D	-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%
ORI	B	-0.29%
STE	C	-0.29%
DOW	D	-0.29%
CB	B	-0.29%
GNTX	F	-0.28%
NUE	F	-0.28%
EMN	B	-0.28%
OC	D	-0.28%
MRO	C	-0.28%
X	F	-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%
WPC	C	-0.26%
OLN	D	-0.26%
BBY	C	-0.26%
BAC	D	-0.26%
STAG	C	-0.26%
LRCX	F	-0.25%
DOX	C	-0.25%
HUN	D	-0.25%
SJM	C	-0.25%
COP	D	-0.25%
DINO	F	-0.24%
UGI	C	-0.24%
TGT	C	-0.24%
CAT	B	-0.24%
EQR	B	-0.23%
PFE	C	-0.23%
MAA	B	-0.23%
FCX	D	-0.23%
AME	C	-0.23%
HPE	D	-0.23%
NEM	B	-0.23%
FLO	C	-0.23%
MSM	D	-0.23%
VTRS	D	-0.22%
BMY	C	-0.22%
SNX	D	-0.22%
NNN	C	-0.21%
ITT	B	-0.21%
PK	D	-0.21%
PLD	C	-0.21%
QCOM	D	-0.21%
CCI	C	-0.2%
TKR	D	-0.2%
BDX	D	-0.2%
KDP	B	-0.19%
XP	D	-0.19%
EPR	B	-0.19%
THC	A	-0.19%
F	F	-0.18%
SCI	B	-0.18%
CPT	B	-0.18%
STWD	B	-0.18%
TMO	B	-0.18%
NEU	D	-0.18%
RHI	D	-0.17%
M	F	-0.17%
OMF	D	-0.17%
FR	B	-0.17%
GAP	F	-0.17%
APO	C	-0.16%
RGA	C	-0.16%
SWKS	D	-0.16%
EA	D	-0.16%
KRC	B	-0.15%
MOS	F	-0.15%
ASH	D	-0.15%
ATO	B	-0.15%
IPG	C	-0.15%
HIW	B	-0.15%
BKNG	C	-0.14%
R	A	-0.14%
CSX	D	-0.13%
COKE	C	-0.13%
CACI	B	-0.13%
STT	A	-0.12%
BRBR	C	-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%
PRU	C	-0.09%
SLM	D	-0.09%
IDA	C	-0.09%
CARR	B	-0.09%
SAIC	C	-0.09%
OXY	F	-0.09%
CHK	D	-0.09%
RF	B	-0.08%
CSGP	D	-0.08%
NKE	D	-0.07%
OTIS	C	-0.07%
EGP	B	-0.07%
ADBE	F	-0.06%
CFG	C	-0.06%
DLB	D	-0.06%
AFG	B	-0.06%
CBRE	A	-0.05%
PCAR	D	-0.05%
KEY	B	-0.05%
RRC	D	-0.05%
DTM	B	-0.05%
TNL	D	-0.05%
CWEN	C	-0.05%
AGO	C	-0.04%
SSNC	B	-0.04%
LSTR	D	-0.04%
HUM	F	-0.04%
LEG	D	-0.03%
HOG	C	-0.03%
CRI	D	-0.03%
KSS	F	-0.01%
SON	C	-0.01%
AEE	C	-0.01%
GO	F	-0.01%