JMEE vs. AFMC ETF Comparison

Comparison of JPMorgan Market Expansion Enhanced Equity ETF (JMEE) to Active Factor Mid Cap ETF (AFMC)

JMEE

JPMorgan Market Expansion Enhanced Equity ETF

JMEE Description

The investment seeks to provide investment results that correspond to or incrementally exceed the total return performance of the S&P 1000 Index that tracks the performance of the small- and mid-capitalization equity markets. Under normal circumstances, the fund will hold at least 80% of its assets in stocks in the index. The index is an index which includes stocks of small- and mid-capitalization companies. The fund may use futures contracts to gain or reduce exposure to its index, maintain liquidity and minimize transaction costs.

Grade (RS Rating)

Last Trade

$65.43

Average Daily Volume

84,852

Number of Holdings ^*

586

* may have additional holdings in another (foreign) market

AFMC

Active Factor Mid Cap ETF

AFMC Description

The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by mid capitalization companies. The manager defines mid capitalization companies as those that, at the time of investment, have a market capitalization between the minimum and maximum market capitalization of a widely recognized index of mid capitalization companies based upon the composition of the index at the time of investment. It is non-diversified.

Grade (RS Rating)

Last Trade

$34.31

Average Daily Volume

9,370

Number of Holdings ^*

244

* may have additional holdings in another (foreign) market

Performance

Period	JMEE	AFMC
30 Days	7.79%	7.36%
60 Days	7.56%	6.97%
90 Days	8.33%	8.83%
12 Months	33.83%	41.05%

154 Overlapping Holdings

Symbol	Grade	Weight in JMEE	Weight in AFMC	Overlap
ABG	B	0.15%	0.17%	0.15%
ACIW	B	0.14%	0.51%	0.14%
ACLS	F	0.08%	0.05%	0.05%
ADC	B	0.27%	0.33%	0.27%
ADNT	F	0.04%	0.18%	0.04%
AEO	F	0.07%	0.12%	0.07%
AGCO	D	0.28%	0.42%	0.28%
AIT	A	0.26%	0.22%	0.22%
AMG	B	0.37%	0.61%	0.37%
AMN	F	0.01%	0.09%	0.01%
AMR	C	0.06%	0.43%	0.06%
AN	C	0.27%	0.25%	0.25%
ANF	C	0.23%	0.37%	0.23%
APLE	B	0.03%	0.17%	0.03%
ARW	D	0.29%	0.34%	0.29%
ASGN	F	0.1%	0.08%	0.08%
ASO	F	0.06%	0.32%	0.06%
ATR	B	0.24%	0.15%	0.15%
AYI	B	0.29%	1.19%	0.29%
BCC	B	0.25%	0.46%	0.25%
BDC	B	0.14%	0.3%	0.14%
BERY	B	0.38%	0.57%	0.38%
BLD	D	0.29%	0.13%	0.13%
BRBR	A	0.29%	0.58%	0.29%
BRX	A	0.44%	0.08%	0.08%
BYD	C	0.12%	0.35%	0.12%
CACI	D	0.61%	0.76%	0.61%
CASY	A	0.48%	0.14%	0.14%
CBSH	A	0.21%	0.5%	0.21%
CDP	C	0.25%	0.38%	0.25%
CHE	D	0.25%	0.4%	0.25%
CHRD	D	0.3%	0.39%	0.3%
CLF	F	0.08%	0.18%	0.08%
CMC	B	0.26%	0.61%	0.26%
CNM	D	0.14%	0.67%	0.14%
CNXC	F	0.01%	0.09%	0.01%
COKE	C	0.17%	0.83%	0.17%
CR	A	0.21%	0.29%	0.21%
CROX	D	0.17%	0.17%	0.17%
CRS	A	0.08%	0.52%	0.08%
CRVL	A	0.08%	0.21%	0.08%
CSL	C	0.65%	0.82%	0.65%
CTRE	D	0.12%	0.26%	0.12%
CUBE	D	0.38%	0.1%	0.1%
CUZ	B	0.18%	0.56%	0.18%
CW	B	0.05%	0.81%	0.05%
DCI	B	0.43%	0.08%	0.08%
DINO	D	0.19%	0.46%	0.19%
DKS	C	0.34%	0.29%	0.29%
EHC	B	0.58%	0.27%	0.27%
ELF	C	0.24%	0.11%	0.11%
EME	C	0.85%	1.3%	0.85%
ENS	D	0.1%	0.5%	0.1%
ENSG	D	0.2%	0.24%	0.2%
EPR	D	0.04%	0.31%	0.04%
EQH	B	0.34%	0.1%	0.1%
ESAB	B	0.15%	0.24%	0.15%
ESNT	D	0.3%	0.78%	0.3%
EXEL	B	0.81%	0.39%	0.39%
EXLS	B	0.21%	0.1%	0.1%
EXP	A	0.22%	0.57%	0.22%
FHI	A	0.21%	0.67%	0.21%
FHN	A	0.45%	0.31%	0.31%
FIX	A	0.45%	1.0%	0.45%
FSS	B	0.14%	0.29%	0.14%
G	B	0.43%	0.67%	0.43%
GAP	C	0.11%	0.32%	0.11%
GEF	A	0.09%	0.4%	0.09%
GHC	C	0.02%	0.45%	0.02%
GLPI	C	0.24%	0.68%	0.24%
GMED	A	0.45%	0.46%	0.45%
GPI	A	0.16%	0.25%	0.16%
HAE	C	0.27%	0.08%	0.08%
HIW	D	0.08%	0.78%	0.08%
HOG	D	0.09%	0.25%	0.09%
HRB	D	0.24%	0.53%	0.24%
HWC	B	0.19%	0.33%	0.19%
IART	C	0.04%	0.02%	0.02%
IBP	D	0.11%	0.25%	0.11%
IDCC	A	0.16%	0.95%	0.16%
INGR	B	0.33%	0.92%	0.33%
ITT	A	0.31%	0.09%	0.09%
JAZZ	B	0.28%	0.39%	0.28%
JHG	A	0.23%	0.26%	0.23%
JLL	D	0.43%	0.44%	0.43%
JWN	C	0.05%	0.19%	0.05%
JXN	C	0.16%	0.73%	0.16%
KBH	D	0.15%	1.12%	0.15%
LAMR	D	0.28%	0.39%	0.28%
LECO	B	0.24%	0.09%	0.09%
LII	A	0.45%	0.73%	0.45%
LNTH	D	0.19%	0.27%	0.19%
LOPE	B	0.13%	0.27%	0.13%
LPX	B	0.24%	0.24%	0.24%
M	D	0.07%	0.15%	0.07%
MAN	D	0.16%	0.39%	0.16%
MANH	D	0.49%	0.28%	0.28%
MEDP	D	0.24%	0.47%	0.24%
MLI	C	0.49%	1.17%	0.49%
MMSI	B	0.14%	0.06%	0.06%
MSM	C	0.11%	0.26%	0.11%
MTG	C	0.34%	1.07%	0.34%
MTH	D	0.19%	0.49%	0.19%
MUSA	A	0.32%	0.58%	0.32%
NBIX	C	0.34%	0.22%	0.22%
NNN	D	0.18%	0.0%	0.0%
NVT	B	0.55%	0.27%	0.27%
NYT	C	0.24%	0.51%	0.24%
OC	A	0.53%	0.78%	0.53%
OHI	C	0.19%	0.58%	0.19%
ONTO	D	0.18%	0.44%	0.18%
OPCH	D	0.15%	0.12%	0.12%
ORI	A	0.18%	1.12%	0.18%
PBF	D	0.07%	0.28%	0.07%
PBH	A	0.03%	0.06%	0.03%
PK	B	0.06%	0.44%	0.06%
PPC	C	0.06%	0.53%	0.06%
PVH	C	0.18%	0.41%	0.18%
RDN	C	0.14%	0.75%	0.14%
RGLD	C	0.06%	0.4%	0.06%
RPM	A	0.34%	0.5%	0.34%
RS	B	0.61%	0.35%	0.35%
SAIC	F	0.17%	0.38%	0.17%
SBRA	C	0.16%	0.53%	0.16%
SF	B	0.27%	0.74%	0.27%
SFM	A	0.49%	1.95%	0.49%
SKX	D	0.29%	0.07%	0.07%
SM	B	0.33%	0.17%	0.17%
SNX	C	0.27%	0.57%	0.27%
SPSC	C	0.19%	0.05%	0.05%
TDC	D	0.08%	0.23%	0.08%
TEX	D	0.1%	0.38%	0.1%
THC	D	0.68%	1.2%	0.68%
TMHC	B	0.14%	0.8%	0.14%
TOL	B	0.46%	1.48%	0.46%
TPH	D	0.13%	0.11%	0.11%
TPL	A	0.49%	0.87%	0.49%
TTEK	F	0.29%	0.3%	0.29%
TXRH	C	0.5%	0.7%	0.5%
UFPI	B	0.39%	0.35%	0.35%
UGI	A	0.18%	0.33%	0.18%
UNM	A	0.55%	0.9%	0.55%
UTHR	C	1.02%	1.66%	1.02%
VMI	B	0.12%	0.24%	0.12%
VNT	B	0.1%	0.1%	0.1%
WBS	A	0.44%	0.71%	0.44%
WCC	B	0.23%	0.26%	0.23%
WFRD	D	0.05%	0.4%	0.05%
WPC	D	0.06%	0.62%	0.06%
WSM	B	0.3%	0.71%	0.3%
WSO	A	0.47%	0.37%	0.37%
WU	D	0.08%	0.07%	0.07%
WWD	B	0.08%	0.26%	0.08%
ZD	C	0.07%	0.26%	0.07%

JMEE Overweight 432 Positions Relative to AFMC

Symbol	Grade	Weight
COHR	B	0.71%
EWBC	A	0.62%
ACM	A	0.59%
PSTG	D	0.58%
RGA	A	0.55%
CLH	B	0.53%
FN	D	0.52%
PFGC	B	0.5%
PNFP	B	0.42%
MTDR	B	0.42%
MASI	A	0.41%
XPO	B	0.41%
OGE	B	0.41%
EGP	F	0.41%
GGG	B	0.41%
IDA	A	0.39%
IBKR	A	0.39%
JEF	A	0.38%
FR	C	0.37%
USFD	A	0.36%
ABCB	B	0.36%
EPRT	B	0.35%
SLM	A	0.34%
ILMN	D	0.34%
FELE	B	0.34%
CFR	B	0.33%
FNF	B	0.33%
AMH	D	0.33%
RNR	C	0.33%
WTS	B	0.33%
CHDN	B	0.33%
BRC	D	0.32%
WEX	D	0.32%
OVV	B	0.32%
ARMK	B	0.31%
BURL	A	0.3%
DUOL	A	0.3%
DT	C	0.3%
KNX	B	0.3%
CBT	C	0.3%
BJ	A	0.3%
WING	D	0.29%
AFG	A	0.29%
COOP	B	0.29%
GKOS	B	0.29%
RRC	B	0.29%
CASH	A	0.28%
HQY	B	0.28%
KLIC	B	0.28%
SCI	B	0.28%
BANR	B	0.28%
RRX	B	0.27%
IRDM	D	0.27%
SON	D	0.27%
RLI	B	0.27%
ONB	B	0.27%
SNV	B	0.27%
SEIC	B	0.26%
PTGX	C	0.26%
BWXT	B	0.26%
PR	B	0.25%
PCH	D	0.25%
LAD	A	0.25%
CG	A	0.25%
CCK	C	0.25%
CIEN	B	0.24%
SRPT	D	0.24%
WTRG	B	0.24%
PLNT	A	0.24%
MXL	C	0.23%
LNW	D	0.23%
WMS	D	0.23%
PEN	B	0.23%
PLMR	B	0.23%
AAON	B	0.23%
RBC	A	0.23%
WAL	B	0.23%
NMIH	D	0.23%
CPK	A	0.23%
UCTT	D	0.23%
VIR	D	0.23%
ELS	C	0.23%
MATX	C	0.23%
R	B	0.22%
ALLY	C	0.22%
LXP	D	0.22%
POST	C	0.22%
TPX	B	0.22%
PB	A	0.22%
FUL	F	0.21%
ROIC	A	0.21%
VFC	C	0.21%
FLS	B	0.21%
MTZ	B	0.21%
KEX	C	0.21%
AVNT	B	0.21%
KBR	F	0.21%
PIPR	B	0.21%
VOYA	B	0.21%
HAFC	A	0.21%
WTFC	A	0.2%
PCTY	B	0.2%
FLR	B	0.2%
CHX	C	0.2%
AMED	F	0.2%
VVV	F	0.2%
NBHC	B	0.2%
FBP	B	0.19%
OLED	D	0.19%
FYBR	D	0.19%
OFG	B	0.19%
FNB	A	0.19%
TKO	B	0.19%
TKR	D	0.19%
LSCC	D	0.19%
OGS	A	0.19%
DAR	C	0.18%
BHF	B	0.18%
AA	B	0.18%
CPF	A	0.18%
UTL	B	0.18%
OSK	B	0.18%
CNO	A	0.18%
PHIN	A	0.18%
RAMP	C	0.17%
TNL	A	0.17%
ATI	D	0.17%
ALK	C	0.17%
EVR	B	0.17%
CIVI	D	0.17%
SSD	D	0.17%
HGV	B	0.17%
MAT	D	0.17%
NOV	C	0.17%
PAG	B	0.17%
MORN	B	0.16%
GTLS	B	0.16%
LSTR	D	0.16%
BOOT	D	0.16%
KRG	B	0.16%
ENVA	B	0.16%
OII	B	0.16%
CADE	B	0.16%
RMBS	C	0.16%
CMA	A	0.16%
REXR	F	0.16%
TBBK	B	0.16%
MKSI	C	0.16%
GMS	B	0.16%
DTM	B	0.15%
X	C	0.15%
LBRT	D	0.15%
ACA	A	0.15%
LRN	A	0.15%
CGNX	C	0.15%
HOPE	B	0.15%
FND	C	0.15%
FAF	A	0.15%
HCC	B	0.15%
RBA	A	0.15%
FCN	D	0.15%
ARCB	C	0.15%
KRC	C	0.15%
LUMN	C	0.14%
HTH	B	0.14%
THO	B	0.14%
KNSL	B	0.14%
KFY	B	0.14%
DNOW	B	0.14%
MMS	F	0.14%
GXO	B	0.14%
UAA	C	0.14%
BKU	A	0.14%
BCPC	B	0.14%
STWD	C	0.14%
BRKR	D	0.14%
AEIS	B	0.13%
BC	C	0.13%
HXL	D	0.13%
MUR	D	0.13%
ALG	B	0.13%
MTN	C	0.13%
QLYS	C	0.13%
BCO	D	0.13%
ALV	C	0.13%
EAT	A	0.13%
MARA	C	0.13%
GME	C	0.13%
FLO	D	0.13%
VSCO	B	0.13%
AGO	B	0.12%
ITGR	B	0.12%
AVAV	D	0.12%
SNEX	B	0.12%
MTRN	C	0.12%
GRBK	D	0.12%
SKYW	B	0.12%
VIRT	B	0.12%
IRT	A	0.12%
DY	D	0.12%
H	B	0.12%
TTC	D	0.12%
SHOO	D	0.12%
FTDR	A	0.11%
GNTX	C	0.11%
MCRI	A	0.11%
AX	A	0.11%
CALM	A	0.11%
CC	C	0.11%
CRC	B	0.11%
MHO	D	0.11%
OLLI	D	0.11%
SLGN	A	0.11%
CELH	F	0.11%
AM	A	0.11%
SLG	B	0.11%
WAFD	B	0.11%
ICHR	C	0.11%
POWI	D	0.1%
CVCO	A	0.1%
KMPR	B	0.1%
RH	B	0.1%
VBTX	B	0.1%
CHWY	B	0.1%
BANC	A	0.1%
MDU	D	0.1%
DORM	B	0.1%
VAC	B	0.1%
TRIP	F	0.1%
BBWI	D	0.1%
ASH	D	0.1%
AAL	B	0.1%
GFF	A	0.1%
ATGE	B	0.1%
REZI	A	0.1%
YETI	C	0.09%
VAL	D	0.09%
BKE	B	0.09%
RYN	D	0.09%
CNK	B	0.09%
SMTC	B	0.09%
AROC	B	0.09%
TCBI	B	0.09%
SHAK	C	0.09%
AZTA	D	0.09%
PTEN	C	0.09%
ARWR	F	0.09%
WSFS	A	0.09%
GBCI	B	0.09%
MYRG	B	0.09%
GEO	B	0.09%
ANDE	D	0.09%
CNX	A	0.09%
NWL	B	0.09%
ACHC	F	0.09%
FORM	D	0.09%
RDNT	B	0.09%
AXTA	A	0.09%
CHEF	A	0.09%
JBT	B	0.09%
AR	B	0.09%
ABM	B	0.09%
AAT	B	0.09%
SAIA	B	0.09%
GNW	A	0.08%
SIG	B	0.08%
IAC	D	0.08%
HSII	B	0.08%
KTB	B	0.08%
DFIN	D	0.08%
VYX	B	0.08%
HUBG	A	0.08%
BRKL	B	0.08%
SBSI	B	0.08%
AWR	B	0.08%
NATL	B	0.08%
UCB	A	0.08%
XHR	B	0.08%
CEIX	A	0.08%
SITM	B	0.08%
SMPL	B	0.08%
VRTS	B	0.08%
PENN	C	0.08%
BSIG	A	0.08%
YELP	C	0.07%
RUSHA	C	0.07%
KAR	B	0.07%
FCPT	C	0.07%
IIPR	D	0.07%
CWK	B	0.07%
TDS	B	0.07%
NWE	B	0.07%
IOSP	B	0.07%
RGEN	D	0.07%
PII	D	0.07%
CARG	C	0.07%
CSR	B	0.07%
CXW	B	0.07%
WWW	B	0.07%
CVBF	A	0.07%
FLGT	F	0.07%
CWEN	C	0.07%
FIVE	F	0.07%
SMG	D	0.07%
QNST	B	0.07%
STRA	C	0.06%
CAR	C	0.06%
JBSS	D	0.06%
PRGS	A	0.06%
GVA	A	0.06%
EVTC	B	0.06%
NSP	D	0.06%
ROCK	C	0.06%
PRDO	B	0.06%
DV	C	0.06%
DIOD	D	0.06%
SBCF	A	0.06%
KNF	A	0.06%
SXT	B	0.06%
CCS	D	0.06%
HP	B	0.06%
AAP	C	0.06%
RUN	F	0.06%
HWKN	B	0.06%
UMBF	B	0.06%
PATK	D	0.06%
MTX	B	0.06%
CWT	D	0.06%
APOG	B	0.05%
WKC	D	0.05%
SUPN	C	0.05%
CNMD	C	0.05%
SR	A	0.05%
EXPO	D	0.05%
SCHL	D	0.05%
ADUS	D	0.05%
GOGO	C	0.05%
EPC	D	0.05%
OI	C	0.05%
PSMT	C	0.05%
TRMK	B	0.05%
OMCL	C	0.05%
AHH	D	0.05%
RNST	B	0.05%
MLKN	D	0.05%
AZZ	B	0.05%
VRE	B	0.04%
THS	D	0.04%
GTY	B	0.04%
LEG	F	0.04%
KLG	C	0.04%
PLAY	D	0.04%
NGVT	B	0.04%
WGO	C	0.04%
CAL	D	0.04%
PLAB	C	0.04%
GT	C	0.04%
FL	F	0.04%
SXI	B	0.04%
FBK	B	0.04%
CPRI	F	0.04%
MNRO	D	0.04%
REX	D	0.04%
DCOM	A	0.04%
MODG	F	0.04%
TILE	B	0.04%
HMN	B	0.04%
FBIN	D	0.04%
ARCH	B	0.04%
MAC	B	0.04%
RCM	F	0.04%
EFC	C	0.03%
HSTM	B	0.03%
SXC	A	0.03%
STAG	F	0.03%
SCVL	F	0.03%
BLMN	F	0.03%
FDP	B	0.03%
DAN	D	0.03%
CENTA	C	0.03%
COHU	C	0.03%
VTOL	B	0.03%
DGII	B	0.03%
WD	D	0.03%
WT	B	0.03%
GDEN	B	0.03%
FWRD	D	0.03%
TREX	C	0.03%
CUBI	C	0.03%
MGY	A	0.03%
SWX	B	0.03%
KSS	F	0.03%
CBU	B	0.03%
PRAA	C	0.03%
PFBC	B	0.03%
BGS	F	0.02%
GPRE	F	0.02%
HTZ	C	0.02%
PUMP	B	0.02%
DLX	B	0.02%
COLM	B	0.02%
ASIX	A	0.02%
KREF	D	0.02%
AXL	C	0.02%
CFFN	B	0.02%
BDN	C	0.02%
XPEL	C	0.02%
WNC	C	0.02%
LPG	F	0.02%
UNFI	A	0.02%
HBI	B	0.02%
SAH	A	0.02%
BJRI	B	0.02%
AVNS	F	0.02%
HFWA	B	0.02%
ALGT	B	0.02%
NX	C	0.02%
DXPE	B	0.02%
EXPI	C	0.02%
EEFT	B	0.02%
VECO	F	0.01%
SNCY	C	0.01%
GES	F	0.01%
GIII	D	0.01%
TALO	C	0.01%
BFS	C	0.01%
MYE	F	0.01%
NVRI	F	0.01%
WOLF	F	0.01%
MATV	D	0.01%
HAIN	C	0.01%
ODP	F	0.01%

JMEE Underweight 90 Positions Relative to AFMC

Symbol	Grade	Weight
ALSN	B	-1.14%
GDDY	A	-1.12%
NRG	B	-0.96%
VST	B	-0.95%
ACT	D	-0.86%
IBOC	A	-0.86%
CVLT	B	-0.69%
JBL	B	-0.69%
FICO	B	-0.66%
ERIE	D	-0.64%
NXST	C	-0.62%
BLDR	D	-0.6%
NTAP	C	-0.59%
PRI	A	-0.59%
FFIV	B	-0.57%
PHM	D	-0.57%
TPR	B	-0.56%
DBX	B	-0.55%
NFG	A	-0.55%
TGNA	B	-0.54%
PSN	D	-0.53%
SANM	B	-0.52%
DECK	A	-0.51%
HALO	F	-0.51%
KMT	B	-0.49%
CRUS	D	-0.47%
SNA	A	-0.46%
NVST	B	-0.46%
UHS	D	-0.46%
BTU	B	-0.45%
NTCT	C	-0.44%
HNI	B	-0.44%
PINC	B	-0.44%
HLI	B	-0.39%
DDS	B	-0.38%
MOH	F	-0.37%
AIZ	A	-0.37%
STLD	B	-0.36%
CSWI	A	-0.33%
COLB	A	-0.33%
INCY	C	-0.32%
SSB	B	-0.31%
APPF	B	-0.3%
AVT	C	-0.28%
CHRW	C	-0.27%
RL	B	-0.27%
ATKR	C	-0.27%
NSA	D	-0.26%
OLN	D	-0.26%
CATY	B	-0.25%
CNA	B	-0.24%
HST	C	-0.22%
L	A	-0.21%
BWA	D	-0.21%
LEA	D	-0.21%
NAVI	C	-0.2%
OZK	B	-0.2%
NEU	C	-0.19%
HOMB	A	-0.19%
PRGO	B	-0.18%
SJM	D	-0.18%
DXC	B	-0.18%
CRI	D	-0.18%
HPP	F	-0.17%
NUS	D	-0.17%
ZION	B	-0.17%
VSH	D	-0.15%
CAH	B	-0.13%
BOX	B	-0.11%
NSIT	F	-0.11%
AOS	F	-0.1%
BPMC	C	-0.1%
GEN	B	-0.1%
ITRI	B	-0.09%
CPT	B	-0.09%
ZETA	D	-0.08%
HSIC	B	-0.08%
APA	D	-0.08%
OGN	D	-0.08%
DOCS	C	-0.08%
TAP	C	-0.07%
OSCR	D	-0.06%
PDCO	D	-0.06%
AWI	A	-0.05%
DVA	B	-0.05%
BMI	B	-0.04%
CXT	B	-0.04%
LEVI	F	-0.03%
VRNS	D	-0.0%
PI	D	-0.0%