JMOM vs. CGGR ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to Capital Group Growth ETF (CGGR)

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

CGGR

Capital Group Growth ETF

CGGR Description

Capital Group Growth ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Growth ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$37.48

Average Daily Volume

1,319,172

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	JMOM	CGGR
30 Days	5.45%	6.93%
60 Days	7.40%	8.51%
90 Days	9.79%	11.08%
12 Months	41.42%	41.78%

43 Overlapping Holdings

Symbol	Grade	Weight in JMOM	Weight in CGGR	Overlap
AAPL	C	1.8%	2.3%	1.8%
AMAT	F	0.63%	0.39%	0.39%
AMZN	C	0.61%	1.62%	0.61%
ARMK	B	0.14%	0.41%	0.14%
AVGO	D	2.1%	3.27%	2.1%
BSX	B	0.62%	0.66%	0.62%
CAT	B	0.8%	0.55%	0.55%
CEG	D	0.44%	0.58%	0.44%
CMG	B	0.42%	0.51%	0.42%
COST	B	1.47%	0.65%	0.65%
CRM	B	1.21%	1.67%	1.21%
DASH	A	0.44%	1.12%	0.44%
DELL	C	0.35%	0.29%	0.29%
DHI	D	0.17%	0.43%	0.17%
DHR	F	0.61%	0.34%	0.34%
ETN	A	0.68%	0.45%	0.45%
FI	A	0.26%	1.06%	0.26%
GE	D	0.82%	1.07%	0.82%
GEV	B	0.41%	0.8%	0.41%
GOOGL	C	1.81%	1.79%	1.79%
HCA	F	0.19%	0.56%	0.19%
HD	A	1.37%	0.69%	0.69%
ISRG	A	0.82%	2.43%	0.82%
KKR	A	0.56%	1.0%	0.56%
LLY	F	1.47%	1.32%	1.32%
META	D	1.99%	8.93%	1.99%
MOH	F	0.2%	0.25%	0.2%
MSFT	F	1.82%	4.68%	1.82%
MSI	B	0.46%	0.53%	0.46%
MSTR	C	0.97%	1.07%	0.97%
MU	D	0.5%	0.38%	0.38%
NFLX	A	0.9%	5.02%	0.9%
NVDA	C	2.5%	3.53%	2.5%
PWR	A	0.39%	0.49%	0.39%
RCL	A	0.45%	1.17%	0.45%
SNPS	B	0.11%	0.64%	0.11%
TDG	D	0.4%	1.32%	0.4%
TMO	F	0.76%	0.72%	0.72%
TSCO	D	0.14%	0.53%	0.14%
UBER	D	0.57%	1.03%	0.57%
UNH	C	1.34%	1.88%	1.34%
URI	B	0.39%	0.49%	0.39%
VRTX	F	0.55%	1.62%	0.55%

JMOM Overweight 228 Positions Relative to CGGR

Symbol	Grade	Weight
BRK.A	B	1.8%
ABBV	D	1.04%
ORCL	B	0.96%
APP	B	0.95%
NOW	A	0.9%
PM	B	0.84%
IBM	C	0.82%
AMD	F	0.77%
TXN	C	0.76%
PLTR	B	0.76%
QCOM	F	0.73%
AXP	A	0.73%
BKNG	A	0.73%
INTU	C	0.73%
PGR	A	0.67%
SYK	C	0.62%
PANW	C	0.6%
TJX	A	0.6%
COP	C	0.6%
TMUS	B	0.58%
GS	A	0.54%
VST	B	0.54%
CB	C	0.53%
ANET	C	0.53%
COIN	C	0.51%
CRWD	B	0.51%
TT	A	0.51%
ADI	D	0.51%
VRT	B	0.5%
PH	A	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%
WMB	A	0.46%
CTAS	B	0.44%
AXON	A	0.44%
LRCX	F	0.42%
KLAC	D	0.42%
CVNA	B	0.41%
AMP	A	0.41%
FICO	B	0.41%
DLR	B	0.41%
CL	D	0.4%
HLT	A	0.4%
TRGP	B	0.39%
GD	F	0.39%
BK	A	0.39%
TTD	B	0.39%
SPG	B	0.38%
HWM	A	0.38%
GWW	B	0.38%
ORLY	B	0.38%
ECL	D	0.37%
PSX	C	0.36%
PCAR	B	0.36%
AFL	B	0.36%
AJG	B	0.36%
MPC	D	0.35%
ROP	B	0.35%
ALL	A	0.35%
AZO	C	0.34%
CPRT	A	0.33%
LOW	D	0.33%
EME	C	0.33%
CBRE	B	0.33%
ARES	A	0.32%
GLW	B	0.32%
RSG	A	0.32%
NU	C	0.31%
COHR	B	0.31%
GDDY	A	0.31%
COR	B	0.31%
IT	C	0.31%
IRM	D	0.3%
XPO	B	0.3%
ICE	C	0.29%
DECK	A	0.29%
HUBB	B	0.29%
HIG	B	0.28%
JEF	A	0.28%
NRG	B	0.28%
FANG	D	0.28%
GWRE	A	0.27%
ALSN	B	0.27%
BRO	B	0.27%
DTM	B	0.27%
NTAP	C	0.27%
PTC	A	0.27%
CAH	B	0.27%
GEN	B	0.26%
VLO	C	0.26%
LDOS	C	0.26%
NTNX	A	0.26%
PHM	D	0.26%
FFIV	B	0.26%
CW	B	0.26%
IBKR	A	0.26%
LII	A	0.26%
VTR	C	0.26%
ACGL	D	0.26%
TYL	B	0.26%
ZS	C	0.25%
WDC	D	0.25%
STLD	B	0.25%
EXP	A	0.25%
FTI	A	0.25%
KR	B	0.25%
USFD	A	0.25%
BWXT	B	0.24%
HEI	B	0.24%
RGA	A	0.24%
EVR	B	0.24%
TOL	B	0.24%
CBOE	B	0.24%
CHD	B	0.24%
BAH	F	0.23%
CASY	A	0.23%
SSNC	B	0.23%
T	A	0.23%
IQV	D	0.23%
MANH	D	0.23%
NVT	B	0.22%
CNM	D	0.22%
THC	D	0.22%
NI	A	0.22%
FRPT	B	0.22%
TPX	B	0.21%
MPWR	F	0.21%
SCCO	F	0.21%
TPR	B	0.21%
ED	D	0.21%
AM	A	0.2%
PSN	D	0.2%
PG	A	0.2%
INGR	B	0.2%
LIN	D	0.2%
HPQ	B	0.2%
DKS	C	0.2%
CACI	D	0.2%
ONTO	D	0.19%
POST	C	0.19%
SO	D	0.19%
PSTG	D	0.19%
UHS	D	0.19%
KD	B	0.19%
IFF	D	0.19%
WSO	A	0.19%
JNPR	F	0.19%
R	B	0.19%
DKNG	B	0.19%
HPE	B	0.18%
AN	C	0.18%
WING	D	0.18%
SN	D	0.18%
SAIC	F	0.18%
MEDP	D	0.17%
GAP	C	0.17%
KO	D	0.17%
TXT	D	0.17%
UNM	A	0.17%
MRK	F	0.17%
AZEK	A	0.16%
WLK	D	0.16%
H	B	0.16%
ROL	B	0.15%
BLD	D	0.15%
TW	A	0.15%
CRUS	D	0.15%
CRBG	B	0.15%
MTSI	B	0.14%
AVT	C	0.13%
SNX	C	0.13%
BRBR	A	0.13%
ORI	A	0.13%
LOPE	B	0.13%
TER	D	0.12%
PAG	B	0.12%
JLL	D	0.12%
OHI	C	0.12%
RPM	A	0.12%
EHC	B	0.12%
SPB	C	0.11%
LPX	B	0.11%
MTG	C	0.1%
VRSK	A	0.1%
HRB	D	0.1%
WFRD	D	0.1%
PPC	C	0.1%
SMCI	F	0.1%
FE	C	0.1%
LAMR	D	0.09%
ROIV	C	0.09%
VLTO	D	0.09%
TPG	A	0.09%
WSM	B	0.09%
VKTX	F	0.09%
ESS	B	0.09%
INFA	D	0.08%
VVV	F	0.08%
APPF	B	0.08%
PRI	A	0.08%
COKE	C	0.08%
AWI	A	0.07%
AGO	B	0.07%
OLED	D	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%
BSY	D	0.05%
INVH	D	0.04%
CXT	B	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%

JMOM Underweight 44 Positions Relative to CGGR

Symbol	Grade	Weight
TSLA	B	-4.32%
GOOG	C	-2.42%
V	A	-2.35%
REGN	F	-1.71%
SHOP	B	-1.42%
ALNY	D	-1.37%
CARR	D	-1.07%
NET	B	-1.05%
BAC	A	-1.03%
TSM	B	-1.01%
MA	C	-0.94%
HAL	C	-0.8%
PFGC	B	-0.78%
CHTR	C	-0.77%
IR	B	-0.66%
SLB	C	-0.65%
APO	B	-0.59%
PCG	A	-0.56%
ABNB	C	-0.54%
EFX	F	-0.52%
EOG	A	-0.52%
SNAP	C	-0.52%
UAL	A	-0.5%
TOST	B	-0.45%
NCLH	B	-0.43%
TGT	F	-0.42%
BX	A	-0.39%
ABT	B	-0.38%
DAY	B	-0.38%
ADBE	C	-0.37%
TEAM	A	-0.36%
ODFL	B	-0.36%
ATI	D	-0.34%
G	B	-0.33%
ASML	F	-0.32%
ALB	C	-0.29%
SQ	B	-0.27%
MTD	D	-0.27%
U	C	-0.26%
BA	F	-0.26%
SRPT	D	-0.24%
AFRM	B	-0.22%
Z	A	-0.21%
NVCR	C	-0.08%