JMOM vs. AGOX ETF Comparison
Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to Adaptive Growth Opportunities ETF (AGOX)
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
$56.60
Average Daily Volume
54,437
Number of Holdings
*
274
* may have additional holdings in another (foreign) market
AGOX
Adaptive Growth Opportunities ETF
AGOX Description
The investment seeks capital appreciation. The fund's portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. The manager primarily utilizes ETFs and equities but may also use fixed income securities to diversify its asset classes. The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.Grade (RS Rating)
Last Trade
$29.07
Average Daily Volume
38,969
Number of Holdings
*
77
* may have additional holdings in another (foreign) market
Performance
| Period | JMOM | AGOX |
|---|---|---|
| 30 Days | 2.20% | -1.44% |
| 60 Days | 4.10% | 3.09% |
| 90 Days | 5.84% | 3.64% |
| 12 Months | 38.45% | 28.58% |
39 Overlapping Holdings
| Symbol | Grade | Weight in JMOM | Weight in AGOX | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 1.75% | 1.6% | 1.6% | |
| ADI | C | 0.45% | 0.01% | 0.01% | |
| AMD | D | 0.85% | 0.39% | 0.39% | |
| AMP | B | 0.36% | 0.36% | 0.36% | |
| AMZN | C | 0.61% | 1.28% | 0.61% | |
| APPF | D | 0.09% | 0.82% | 0.09% | |
| AVGO | C | 1.78% | 2.69% | 1.78% | |
| BKNG | B | 0.64% | 0.37% | 0.37% | |
| BSX | B | 0.63% | 1.91% | 0.63% | |
| CBOE | C | 0.31% | 0.62% | 0.31% | |
| CDNS | D | 0.4% | 0.46% | 0.4% | |
| CEG | A | 0.27% | 0.65% | 0.27% | |
| CPRT | D | 0.32% | 0.78% | 0.32% | |
| CRM | D | 1.03% | 1.32% | 1.03% | |
| DECK | D | 0.26% | 1.03% | 0.26% | |
| ECL | A | 0.11% | 0.29% | 0.11% | |
| ETN | C | 0.63% | 0.73% | 0.63% | |
| FICO | B | 0.42% | 0.94% | 0.42% | |
| GE | A | 0.92% | 1.16% | 0.92% | |
| GWW | A | 0.37% | 0.84% | 0.37% | |
| HUBB | A | 0.29% | 0.23% | 0.23% | |
| HWM | B | 0.36% | 1.96% | 0.36% | |
| LLY | C | 1.97% | 11.19% | 1.97% | |
| MANH | A | 0.25% | 0.19% | 0.19% | |
| META | A | 2.04% | 0.22% | 0.22% | |
| MPC | D | 0.39% | 0.01% | 0.01% | |
| MSFT | C | 1.86% | 1.61% | 1.61% | |
| NVDA | D | 1.65% | 2.48% | 1.65% | |
| ORCL | B | 0.95% | 0.01% | 0.01% | |
| PGR | A | 0.77% | 1.31% | 0.77% | |
| PWR | B | 0.33% | 0.11% | 0.11% | |
| SMCI | F | 0.18% | 0.19% | 0.18% | |
| SNPS | D | 0.42% | 0.63% | 0.42% | |
| T | C | 0.18% | 0.82% | 0.18% | |
| TDG | B | 0.47% | 0.82% | 0.47% | |
| TYL | C | 0.2% | 0.28% | 0.2% | |
| VRSK | D | 0.1% | 1.07% | 0.1% | |
| VRT | C | 0.29% | 0.04% | 0.04% | |
| VRTX | D | 0.62% | 1.11% | 0.62% |
JMOM Overweight 235 Positions Relative to AGOX
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | 2.15% | |
| GOOGL | D | 1.73% | |
| COST | B | 1.58% | |
| UNH | C | 1.49% | |
| HD | A | 1.46% | |
| ABBV | C | 1.35% | |
| TMO | C | 1.02% | |
| IBM | A | 0.93% | |
| ADBE | F | 0.86% | |
| CAT | B | 0.82% | |
| DHR | C | 0.8% | |
| NOW | A | 0.8% | |
| ISRG | C | 0.8% | |
| QCOM | F | 0.8% | |
| INTU | C | 0.79% | |
| NFLX | B | 0.76% | |
| AMAT | D | 0.69% | |
| SYK | C | 0.66% | |
| TJX | C | 0.66% | |
| UBER | C | 0.65% | |
| CB | B | 0.62% | |
| COP | D | 0.61% | |
| MMC | C | 0.59% | |
| MDLZ | C | 0.57% | |
| TMUS | C | 0.55% | |
| ANET | A | 0.54% | |
| KKR | A | 0.53% | |
| PANW | C | 0.52% | |
| KLAC | D | 0.51% | |
| WELL | C | 0.5% | |
| PH | A | 0.5% | |
| PLTR | A | 0.49% | |
| CTAS | C | 0.47% | |
| GD | B | 0.47% | |
| WM | D | 0.47% | |
| MSI | B | 0.47% | |
| LRCX | F | 0.46% | |
| AXP | B | 0.45% | |
| MU | F | 0.45% | |
| APH | C | 0.44% | |
| CMG | C | 0.44% | |
| APP | B | 0.42% | |
| AJG | D | 0.41% | |
| APO | B | 0.41% | |
| ORLY | D | 0.41% | |
| URI | B | 0.4% | |
| SPG | A | 0.4% | |
| MCK | F | 0.4% | |
| AFL | C | 0.4% | |
| WMB | B | 0.4% | |
| SPOT | B | 0.39% | |
| DASH | B | 0.39% | |
| HLT | B | 0.39% | |
| ROP | C | 0.39% | |
| CBRE | A | 0.39% | |
| MRVL | C | 0.38% | |
| PSX | D | 0.38% | |
| TTD | B | 0.38% | |
| AZO | D | 0.38% | |
| DLR | B | 0.38% | |
| NU | B | 0.38% | |
| ACGL | B | 0.37% | |
| IRM | B | 0.37% | |
| RCL | A | 0.36% | |
| CVNA | B | 0.36% | |
| TRGP | B | 0.36% | |
| LOW | A | 0.36% | |
| WDAY | D | 0.35% | |
| CRWD | D | 0.34% | |
| PHM | B | 0.34% | |
| RSG | D | 0.34% | |
| PCAR | D | 0.34% | |
| ICE | C | 0.33% | |
| MPWR | C | 0.33% | |
| ARES | A | 0.32% | |
| GEV | B | 0.32% | |
| AXON | A | 0.32% | |
| IQV | D | 0.32% | |
| IT | A | 0.32% | |
| VST | A | 0.31% | |
| BRO | C | 0.3% | |
| CAH | C | 0.29% | |
| LII | B | 0.29% | |
| GDDY | C | 0.29% | |
| BLDR | C | 0.29% | |
| JEF | B | 0.29% | |
| TOL | B | 0.29% | |
| FANG | D | 0.29% | |
| THC | B | 0.28% | |
| CDW | D | 0.28% | |
| NTAP | D | 0.27% | |
| BAH | B | 0.27% | |
| KR | C | 0.27% | |
| NUE | F | 0.27% | |
| GWRE | A | 0.27% | |
| EME | A | 0.27% | |
| RGA | B | 0.26% | |
| CACI | B | 0.26% | |
| MOH | D | 0.26% | |
| HCA | A | 0.26% | |
| BR | D | 0.26% | |
| ED | C | 0.26% | |
| TXN | C | 0.26% | |
| VLO | F | 0.26% | |
| DELL | C | 0.26% | |
| CHD | C | 0.26% | |
| SAIC | C | 0.25% | |
| HUBS | D | 0.25% | |
| NTNX | C | 0.25% | |
| UNM | B | 0.25% | |
| EXP | B | 0.25% | |
| PTC | D | 0.25% | |
| LDOS | B | 0.24% | |
| RS | D | 0.24% | |
| FTI | D | 0.24% | |
| OC | D | 0.24% | |
| WING | B | 0.24% | |
| MRK | D | 0.24% | |
| CASY | D | 0.24% | |
| FRPT | B | 0.24% | |
| MSTR | D | 0.24% | |
| USFD | B | 0.24% | |
| AKAM | D | 0.23% | |
| NI | B | 0.23% | |
| WDC | D | 0.23% | |
| XPO | D | 0.23% | |
| DKS | D | 0.23% | |
| JNPR | A | 0.23% | |
| COIN | F | 0.23% | |
| POST | C | 0.23% | |
| WY | C | 0.23% | |
| PG | C | 0.23% | |
| KO | B | 0.22% | |
| GLW | B | 0.22% | |
| ALSN | B | 0.22% | |
| TPX | C | 0.22% | |
| SO | A | 0.22% | |
| DHI | C | 0.22% | |
| INGR | B | 0.21% | |
| AM | B | 0.21% | |
| MCHP | D | 0.21% | |
| EQIX | B | 0.21% | |
| STLD | D | 0.21% | |
| SCCO | D | 0.21% | |
| DKNG | C | 0.2% | |
| TXT | D | 0.2% | |
| MEDP | D | 0.2% | |
| CNP | D | 0.2% | |
| HPQ | D | 0.2% | |
| NVT | D | 0.2% | |
| ZS | F | 0.19% | |
| WLK | D | 0.19% | |
| WSO | C | 0.19% | |
| JBL | D | 0.19% | |
| PSTG | F | 0.19% | |
| CNM | F | 0.19% | |
| AN | D | 0.19% | |
| IBKR | A | 0.19% | |
| DTM | A | 0.18% | |
| R | B | 0.18% | |
| STZ | D | 0.18% | |
| LIN | B | 0.18% | |
| TPR | C | 0.18% | |
| CW | A | 0.18% | |
| BWXT | C | 0.18% | |
| ROL | C | 0.17% | |
| CL | C | 0.17% | |
| H | C | 0.17% | |
| KD | D | 0.17% | |
| GAP | F | 0.17% | |
| TSCO | C | 0.17% | |
| PAG | D | 0.17% | |
| INVH | C | 0.17% | |
| SAIA | D | 0.17% | |
| BLD | D | 0.17% | |
| HPE | D | 0.16% | |
| FFIV | B | 0.16% | |
| AZEK | C | 0.16% | |
| ONTO | D | 0.16% | |
| DINO | F | 0.15% | |
| TER | D | 0.15% | |
| PINS | F | 0.15% | |
| BSY | D | 0.15% | |
| ARMK | C | 0.15% | |
| SSNC | B | 0.14% | |
| ORI | B | 0.14% | |
| PEP | D | 0.14% | |
| TW | B | 0.14% | |
| COHR | B | 0.14% | |
| PSN | B | 0.14% | |
| RPM | B | 0.13% | |
| AVT | C | 0.13% | |
| LOPE | D | 0.13% | |
| HEI | A | 0.13% | |
| RYAN | C | 0.13% | |
| EHC | B | 0.13% | |
| CELH | F | 0.13% | |
| SNX | D | 0.13% | |
| ESTC | F | 0.13% | |
| PRI | B | 0.13% | |
| CRUS | D | 0.12% | |
| HRB | C | 0.12% | |
| BRBR | C | 0.12% | |
| FE | C | 0.12% | |
| SPB | B | 0.12% | |
| WFRD | F | 0.11% | |
| MTSI | D | 0.11% | |
| EVR | A | 0.11% | |
| HII | D | 0.11% | |
| MTG | B | 0.11% | |
| LPX | B | 0.11% | |
| VLTO | B | 0.1% | |
| INFA | D | 0.09% | |
| WSM | D | 0.09% | |
| FYBR | C | 0.09% | |
| VVV | D | 0.09% | |
| OLED | C | 0.09% | |
| STAG | D | 0.08% | |
| FDX | F | 0.08% | |
| CACC | F | 0.08% | |
| AGO | C | 0.07% | |
| SRE | B | 0.07% | |
| PNR | B | 0.06% | |
| DXCM | F | 0.05% | |
| FCNCA | D | 0.05% | |
| VNT | F | 0.04% | |
| SLM | D | 0.03% | |
| VSTS | D | 0.03% | |
| GNTX | D | 0.03% | |
| LECO | F | 0.02% | |
| BG | D | 0.01% | |
| AYI | A | 0.01% | |
| TKR | D | 0.01% | |
| MORN | B | 0.0% | |
| CSCO | B | 0.0% |
JMOM Underweight 38 Positions Relative to AGOX
| Symbol | Grade | Weight | |
|---|---|---|---|
| QQQ | C | -6.52% | |
| XLC | A | -1.41% | |
| SMH | D | -1.18% | |
| KCE | A | -1.0% | |
| NVO | D | -0.97% | |
| REGN | C | -0.93% | |
| BMI | B | -0.83% | |
| CRS | A | -0.69% | |
| XAR | B | -0.67% | |
| SPSC | D | -0.64% | |
| MMS | C | -0.63% | |
| ARGT | B | -0.48% | |
| ANF | D | -0.46% | |
| PTGX | B | -0.43% | |
| IR | C | -0.4% | |
| MOG.A | B | -0.36% | |
| JPM | D | -0.3% | |
| RJF | C | -0.29% | |
| TPH | C | -0.28% | |
| GRBK | C | -0.28% | |
| FSS | D | -0.28% | |
| MDGL | F | -0.27% | |
| IESC | C | -0.27% | |
| AI | F | -0.25% | |
| SWKS | F | -0.22% | |
| BAC | D | -0.21% | |
| WINA | D | -0.19% | |
| AROC | D | -0.19% | |
| SCHW | D | -0.19% | |
| TEX | F | -0.18% | |
| WCC | D | -0.18% | |
| TSLA | C | -0.05% | |
| ACLS | F | -0.04% | |
| SAGE | F | -0.03% | |
| ELF | F | -0.03% | |
| XOM | D | -0.01% | |
| BIO | C | -0.0% | |
| OGIG | A | -0.0% |
JMOM: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Software - Infrastructure
Business Services
Aerospace & Defense
Information Technology Services
Specialty Retail
Diversified Industrials
Semiconductor Equipment & Materials
Asset Management
Building Materials
Diagnostics & Research
Electronic Components
Internet Content & Information
Oil & Gas Refining & Marketing
Communication Equipment
Packaged Foods
Specialty Chemicals
Auto & Truck Dealerships
Beverages - Soft Drinks
AGOX: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Semiconductors
Software - Infrastructure
Specialty Industrial Machinery
Aerospace & Defense
Banks - Global
Business Services
Capital Markets
Engineering & Construction
Industrial Distribution
Specialty Retail
Apparel Stores
Asset Management
Auto & Truck Dealerships
Auto Manufacturers
Computer Hardware
Conglomerates
Consumer Electronics
Diagnostics & Research
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