IYJ vs. JMOM ETF Comparison

Comparison of iShares U.S. Industrials ETF (IYJ) to JPMorgan U.S. Momentum Factor ETF (JMOM)

IYJ

iShares U.S. Industrials ETF

IYJ Description

The investment seeks to track the investment results of an index composed of U.S. equities in the industrials sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Industrials Index (the "underlying index"), which measures the performance of the industrials sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$142.39

Average Daily Volume

39,529

Number of Holdings ^*

190

* 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	IYJ	JMOM
30 Days	5.33%	5.45%
60 Days	7.25%	7.40%
90 Days	11.61%	9.79%
12 Months	36.00%	41.42%

45 Overlapping Holdings

Symbol	Grade	Weight in IYJ	Weight in JMOM	Overlap
ALSN	B	0.15%	0.27%	0.15%
AWI	A	0.1%	0.06%	0.06%
AXON	A	0.62%	0.43%	0.43%
AXP	A	2.32%	0.72%	0.72%
AYI	B	0.14%	0.06%	0.06%
AZEK	A	0.09%	0.15%	0.09%
BAH	F	0.28%	0.27%	0.27%
BLD	D	0.16%	0.15%	0.15%
BWXT	B	0.17%	0.24%	0.17%
CAT	B	2.7%	0.81%	0.81%
CNM	D	0.12%	0.21%	0.12%
CTAS	B	1.07%	0.44%	0.44%
CW	B	0.2%	0.28%	0.2%
CXT	B	0.04%	0.04%	0.04%
EME	C	0.33%	0.32%	0.32%
ETN	A	2.06%	0.69%	0.69%
EXP	A	0.14%	0.26%	0.14%
FI	A	1.74%	0.25%	0.25%
FICO	B	0.77%	0.42%	0.42%
GD	F	1.13%	0.43%	0.43%
GE	D	2.77%	0.84%	0.84%
GEV	B	1.29%	0.39%	0.39%
GWW	B	0.74%	0.39%	0.39%
HEI	B	0.24%	0.23%	0.23%
HEI	B	0.17%	0.23%	0.17%
HII	D	0.11%	0.08%	0.08%
HUBB	B	0.34%	0.29%	0.29%
HWM	A	0.65%	0.37%	0.37%
LII	A	0.28%	0.26%	0.26%
LPX	B	0.1%	0.11%	0.1%
NVT	B	0.17%	0.22%	0.17%
PCAR	B	0.83%	0.37%	0.37%
PH	A	1.29%	0.5%	0.5%
PNR	A	0.25%	0.06%	0.06%
PWR	A	0.68%	0.38%	0.38%
R	B	0.1%	0.2%	0.1%
RPM	A	0.25%	0.12%	0.12%
TDG	D	0.98%	0.42%	0.42%
TT	A	1.33%	0.51%	0.51%
TXT	D	0.23%	0.18%	0.18%
URI	B	0.8%	0.4%	0.4%
VLTO	D	0.37%	0.09%	0.09%
VRSK	A	0.58%	0.1%	0.1%
WSO	A	0.26%	0.19%	0.19%
XPO	B	0.24%	0.31%	0.24%

IYJ Overweight 145 Positions Relative to JMOM

Symbol	Grade	Weight
V	A	7.02%
MA	C	6.2%
ACN	C	3.19%
RTX	C	2.27%
HON	B	2.15%
UNP	C	2.07%
ADP	B	1.76%
LMT	D	1.64%
DE	A	1.45%
UPS	C	1.41%
BA	F	1.39%
SHW	A	1.28%
PYPL	B	1.26%
ITW	B	1.15%
EMR	A	1.04%
MMM	D	1.03%
COF	B	1.01%
CSX	B	0.99%
NOC	D	0.98%
CRH	A	0.97%
FDX	B	0.96%
CARR	D	0.9%
NSC	B	0.85%
JCI	C	0.81%
FIS	C	0.71%
CMI	A	0.71%
LHX	C	0.67%
SQ	B	0.67%
PAYX	C	0.66%
AME	A	0.64%
ODFL	B	0.61%
IR	B	0.59%
OTIS	C	0.58%
FERG	B	0.58%
VMC	B	0.53%
MLM	B	0.51%
WAB	B	0.49%
DD	D	0.49%
ROK	B	0.47%
DOW	F	0.45%
EFX	F	0.44%
XYL	D	0.42%
GPN	B	0.42%
PPG	F	0.41%
DOV	A	0.4%
FTV	C	0.38%
SW	A	0.38%
SYF	B	0.37%
KEYS	A	0.37%
CPAY	A	0.36%
MTD	D	0.36%
TDY	B	0.31%
PKG	A	0.3%
BLDR	D	0.3%
CSL	C	0.29%
ZBRA	B	0.28%
SNA	A	0.27%
TRU	D	0.27%
BALL	D	0.27%
TRMB	B	0.25%
IEX	B	0.25%
MAS	D	0.25%
J	F	0.25%
OC	A	0.24%
EXPD	D	0.24%
GGG	B	0.22%
FIX	A	0.22%
NDSN	B	0.21%
ACM	A	0.21%
AMCR	D	0.21%
JBHT	C	0.21%
SAIA	B	0.2%
AFRM	B	0.19%
SWK	D	0.19%
ALLE	D	0.18%
ITT	A	0.18%
JKHY	D	0.18%
CHRW	C	0.18%
TTEK	F	0.16%
ATR	B	0.16%
RRX	B	0.16%
LECO	B	0.16%
WWD	B	0.15%
CCK	C	0.15%
GNRC	B	0.15%
CNH	C	0.14%
AXTA	A	0.13%
WCC	B	0.13%
AAON	B	0.13%
FBIN	D	0.13%
DCI	B	0.13%
WMS	D	0.13%
APG	B	0.12%
GPK	C	0.12%
TTC	D	0.12%
MTZ	B	0.12%
CR	A	0.12%
PCTY	B	0.12%
AOS	F	0.12%
BILL	A	0.12%
KNX	B	0.12%
WEX	D	0.11%
MHK	D	0.11%
TREX	C	0.11%
RHI	B	0.11%
KEX	C	0.11%
BERY	B	0.11%
SSD	D	0.11%
FLS	B	0.11%
G	B	0.11%
VMI	B	0.1%
CGNX	C	0.1%
FCN	D	0.1%
GXO	B	0.1%
ATI	D	0.1%
ESAB	B	0.1%
OSK	B	0.1%
MKSI	C	0.1%
MIDD	C	0.1%
LFUS	F	0.09%
FOUR	B	0.09%
WSC	D	0.09%
MSA	D	0.09%
LSTR	D	0.09%
BC	C	0.08%
AGCO	D	0.08%
VNT	B	0.08%
ST	F	0.07%
SEE	C	0.07%
SON	D	0.07%
AL	B	0.07%
GTES	A	0.06%
SLGN	A	0.06%
EEFT	B	0.06%
AMTM	D	0.05%
SPR	D	0.05%
MSM	C	0.05%
ECG	C	0.04%
MAN	D	0.04%
WU	D	0.04%
VSTS	C	0.03%
ADT	C	0.03%
HAYW	B	0.03%
SNDR	B	0.02%
LOAR	A	0.01%

IYJ Underweight 227 Positions Relative to JMOM

Symbol	Grade	Weight
NVDA	C	-2.48%
AVGO	D	-2.21%
META	D	-2.02%
MSFT	F	-1.85%
GOOGL	C	-1.82%
BRK.A	B	-1.78%
AAPL	C	-1.75%
LLY	F	-1.57%
COST	B	-1.46%
HD	A	-1.39%
UNH	C	-1.34%
CRM	B	-1.26%
ABBV	D	-1.05%
ORCL	B	-0.94%
NOW	A	-0.9%
NFLX	A	-0.83%
APP	B	-0.82%
IBM	C	-0.8%
ISRG	A	-0.8%
INTU	C	-0.79%
TMO	F	-0.79%
PM	B	-0.79%
TXN	C	-0.78%
AMD	F	-0.77%
QCOM	F	-0.75%
PLTR	B	-0.74%
BKNG	A	-0.72%
MSTR	C	-0.67%
PGR	A	-0.67%
AMAT	F	-0.66%
AMZN	C	-0.64%
SYK	C	-0.62%
DHR	F	-0.62%
TJX	A	-0.6%
PANW	C	-0.6%
BSX	B	-0.6%
TMUS	B	-0.59%
COP	C	-0.59%
VRTX	F	-0.59%
UBER	D	-0.57%
KKR	A	-0.55%
ANET	C	-0.54%
GS	A	-0.54%
CB	C	-0.52%
ADI	D	-0.51%
CRWD	B	-0.5%
MU	D	-0.5%
VST	B	-0.49%
MRVL	B	-0.48%
APH	A	-0.48%
SPOT	B	-0.47%
MCK	B	-0.47%
WM	A	-0.47%
MSI	B	-0.46%
WELL	A	-0.45%
WMB	A	-0.44%
KLAC	D	-0.44%
RCL	A	-0.44%
LRCX	F	-0.44%
DASH	A	-0.44%
COIN	C	-0.44%
VRT	B	-0.44%
CEG	D	-0.42%
AMP	A	-0.41%
CMG	B	-0.41%
CVNA	B	-0.4%
HLT	A	-0.4%
TTD	B	-0.4%
BK	A	-0.39%
DLR	B	-0.39%
ORLY	B	-0.39%
ECL	D	-0.38%
CL	D	-0.38%
SPG	B	-0.37%
AFL	B	-0.36%
NU	C	-0.36%
ROP	B	-0.36%
AJG	B	-0.36%
TRGP	B	-0.36%
AZO	C	-0.35%
MPC	D	-0.35%
DELL	C	-0.35%
PSX	C	-0.35%
ALL	A	-0.35%
CBRE	B	-0.34%
CPRT	A	-0.34%
LOW	D	-0.34%
IT	C	-0.33%
COR	B	-0.32%
GLW	B	-0.32%
RSG	A	-0.32%
LDOS	C	-0.31%
ARES	A	-0.31%
COHR	B	-0.3%
GDDY	A	-0.3%
DECK	A	-0.29%
IRM	D	-0.29%
ACGL	D	-0.28%
PTC	A	-0.28%
FANG	D	-0.28%
CAH	B	-0.28%
ICE	C	-0.28%
TYL	B	-0.27%
HIG	B	-0.27%
NRG	B	-0.27%
BRO	B	-0.27%
JEF	A	-0.27%
PHM	D	-0.26%
ZS	C	-0.26%
DTM	B	-0.26%
KR	B	-0.26%
VTR	C	-0.26%
NTAP	C	-0.26%
FFIV	B	-0.26%
GEN	B	-0.26%
GWRE	A	-0.26%
NTNX	A	-0.26%
WDC	D	-0.25%
MANH	D	-0.25%
STLD	B	-0.25%
IQV	D	-0.25%
VLO	C	-0.25%
USFD	A	-0.25%
RGA	A	-0.24%
EVR	B	-0.24%
TOL	B	-0.24%
CACI	D	-0.24%
IBKR	A	-0.24%
FTI	A	-0.24%
CBOE	B	-0.23%
PSN	D	-0.23%
SSNC	B	-0.23%
THC	D	-0.23%
CHD	B	-0.23%
SAIC	F	-0.22%
MPWR	F	-0.22%
CASY	A	-0.22%
FRPT	B	-0.22%
T	A	-0.22%
ED	D	-0.21%
INGR	B	-0.21%
MOH	F	-0.21%
TPX	B	-0.21%
NI	A	-0.21%
SN	D	-0.2%
HCA	F	-0.2%
HPQ	B	-0.2%
LIN	D	-0.2%
DKS	C	-0.2%
SCCO	F	-0.2%
JNPR	F	-0.2%
SO	D	-0.19%
PSTG	D	-0.19%
ONTO	D	-0.19%
KD	B	-0.19%
AM	A	-0.19%
IFF	D	-0.19%
PG	A	-0.19%
UHS	D	-0.19%
TPR	B	-0.19%
HPE	B	-0.18%
POST	C	-0.18%
AN	C	-0.18%
GAP	C	-0.18%
MEDP	D	-0.18%
WING	D	-0.18%
DKNG	B	-0.18%
UNM	A	-0.17%
KO	D	-0.17%
MRK	F	-0.17%
WLK	D	-0.16%
H	B	-0.16%
DHI	D	-0.16%
TSCO	D	-0.15%
CRUS	D	-0.15%
ROL	B	-0.15%
CRBG	B	-0.15%
MTSI	B	-0.14%
ARMK	B	-0.14%
LOPE	B	-0.14%
TW	A	-0.14%
JLL	D	-0.13%
SNX	C	-0.13%
BRBR	A	-0.13%
EHC	B	-0.13%
ORI	A	-0.13%
TER	D	-0.12%
PAG	B	-0.12%
OHI	C	-0.12%
AVT	C	-0.12%
SPB	C	-0.11%
SNPS	B	-0.11%
MTG	C	-0.1%
ESS	B	-0.1%
PPC	C	-0.1%
VKTX	F	-0.1%
FE	C	-0.1%
WFRD	D	-0.1%
HRB	D	-0.1%
VVV	F	-0.09%
LAMR	D	-0.09%
TPG	A	-0.09%
ROIV	C	-0.09%
INFA	D	-0.08%
SMCI	F	-0.08%
PRI	A	-0.08%
COKE	C	-0.08%
APPF	B	-0.08%
AGO	B	-0.07%
WSM	B	-0.07%
RS	B	-0.07%
OLED	D	-0.07%
SRE	A	-0.07%
PEG	A	-0.06%
FYBR	D	-0.06%
NSA	D	-0.05%
BSY	D	-0.05%
FCNCA	A	-0.05%
INVH	D	-0.04%
RYAN	B	-0.04%
SLM	A	-0.03%
BR	A	-0.02%
ESTC	C	-0.02%
TKR	D	-0.01%
STAG	F	-0.01%
MORN	B	-0.0%
EQIX	A	-0.0%