JMOM vs. CGUS ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to Capital Group Core Equity ETF (CGUS)

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

CGUS

Capital Group Core Equity ETF

CGUS Description

Capital Group Core Equity 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 Core Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$35.05

Average Daily Volume

564,593

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	JMOM	CGUS
30 Days	5.45%	1.71%
60 Days	7.40%	2.77%
90 Days	9.79%	4.79%
12 Months	41.42%	30.95%

35 Overlapping Holdings

Symbol	Grade	Weight in JMOM	Weight in CGUS	Overlap
AAPL	C	1.75%	4.97%	1.75%
ABBV	D	1.05%	1.78%	1.05%
AJG	B	0.36%	0.33%	0.33%
AMZN	C	0.64%	3.86%	0.64%
AVGO	D	2.21%	3.59%	2.21%
BRK.A	B	1.78%	0.53%	0.53%
CB	C	0.52%	0.45%	0.45%
CRM	B	1.26%	0.97%	0.97%
DHR	F	0.62%	0.84%	0.62%
EQIX	A	0.0%	0.82%	0.0%
GD	F	0.43%	0.73%	0.43%
GE	D	0.84%	1.29%	0.84%
GOOGL	C	1.82%	2.79%	1.82%
HD	A	1.39%	0.68%	0.68%
LIN	D	0.2%	0.51%	0.2%
LLY	F	1.57%	1.59%	1.57%
META	D	2.02%	5.37%	2.02%
MSFT	F	1.85%	6.35%	1.85%
NFLX	A	0.83%	0.73%	0.73%
NOW	A	0.9%	0.35%	0.35%
NVDA	C	2.48%	2.47%	2.47%
ORCL	B	0.94%	0.58%	0.58%
PANW	C	0.6%	0.24%	0.24%
PM	B	0.79%	0.74%	0.74%
RCL	A	0.44%	0.87%	0.44%
SRE	A	0.07%	0.39%	0.07%
TDG	D	0.42%	0.42%	0.42%
TMO	F	0.79%	0.96%	0.79%
TPR	B	0.19%	0.37%	0.19%
TXN	C	0.78%	1.39%	0.78%
UNH	C	1.34%	3.2%	1.34%
URI	B	0.4%	0.75%	0.4%
VRTX	F	0.59%	1.01%	0.59%
WELL	A	0.45%	0.35%	0.35%
XPO	B	0.31%	0.47%	0.31%

JMOM Overweight 236 Positions Relative to CGUS

Symbol	Grade	Weight
COST	B	1.46%
APP	B	0.82%
CAT	B	0.81%
IBM	C	0.8%
ISRG	A	0.8%
INTU	C	0.79%
AMD	F	0.77%
QCOM	F	0.75%
PLTR	B	0.74%
BKNG	A	0.72%
AXP	A	0.72%
ETN	A	0.69%
MSTR	C	0.67%
PGR	A	0.67%
AMAT	F	0.66%
SYK	C	0.62%
TJX	A	0.6%
BSX	B	0.6%
TMUS	B	0.59%
COP	C	0.59%
UBER	D	0.57%
KKR	A	0.55%
ANET	C	0.54%
GS	A	0.54%
ADI	D	0.51%
TT	A	0.51%
CRWD	B	0.5%
PH	A	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%
WMB	A	0.44%
KLAC	D	0.44%
LRCX	F	0.44%
DASH	A	0.44%
COIN	C	0.44%
VRT	B	0.44%
CTAS	B	0.44%
AXON	A	0.43%
FICO	B	0.42%
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%
GWW	B	0.39%
DLR	B	0.39%
GEV	B	0.39%
ORLY	B	0.39%
ECL	D	0.38%
PWR	A	0.38%
CL	D	0.38%
HWM	A	0.37%
PCAR	B	0.37%
SPG	B	0.37%
AFL	B	0.36%
NU	C	0.36%
ROP	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%
EME	C	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%
HUBB	B	0.29%
IRM	D	0.29%
CW	B	0.28%
ACGL	D	0.28%
PTC	A	0.28%
FANG	D	0.28%
CAH	B	0.28%
ICE	C	0.28%
BAH	F	0.27%
TYL	B	0.27%
HIG	B	0.27%
NRG	B	0.27%
BRO	B	0.27%
JEF	A	0.27%
ALSN	B	0.27%
PHM	D	0.26%
ZS	C	0.26%
EXP	A	0.26%
LII	A	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%
FI	A	0.25%
BWXT	B	0.24%
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%
HEI	B	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%
NVT	B	0.22%
T	A	0.22%
ED	D	0.21%
CNM	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%
DKS	C	0.2%
R	B	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%
WSO	A	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%
TXT	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%
BLD	D	0.15%
CRUS	D	0.15%
ROL	B	0.15%
CRBG	B	0.15%
AZEK	A	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%
RPM	A	0.12%
AVT	C	0.12%
SPB	C	0.11%
LPX	B	0.11%
SNPS	B	0.11%
MTG	C	0.1%
ESS	B	0.1%
VRSK	A	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%
VLTO	D	0.09%
ROIV	C	0.09%
HII	D	0.08%
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%
PEG	A	0.06%
FYBR	D	0.06%
AWI	A	0.06%
AYI	B	0.06%
PNR	A	0.06%
NSA	D	0.05%
BSY	D	0.05%
FCNCA	A	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%

JMOM Underweight 46 Positions Relative to CGUS

Symbol	Grade	Weight
RTX	C	-2.06%
ACN	C	-1.85%
GOOG	C	-1.81%
MA	C	-1.67%
JPM	A	-1.6%
FIS	C	-1.52%
ADP	B	-1.49%
GEHC	F	-1.43%
APD	A	-1.34%
WH	B	-1.17%
CARR	D	-1.15%
BKR	B	-1.11%
BLK	C	-1.1%
ABT	B	-1.03%
BA	F	-0.99%
PCG	A	-0.97%
VICI	C	-0.91%
PNC	B	-0.86%
COF	B	-0.84%
SPGI	C	-0.84%
RVTY	F	-0.79%
TSLA	B	-0.75%
IR	B	-0.71%
HON	B	-0.64%
V	A	-0.63%
XOM	B	-0.61%
WWD	B	-0.6%
EIX	B	-0.56%
MMC	B	-0.55%
CNP	B	-0.52%
CE	F	-0.52%
FCX	D	-0.5%
CVX	A	-0.49%
CMCSA	B	-0.48%
GIS	D	-0.46%
EMN	D	-0.46%
MS	A	-0.44%
STZ	D	-0.41%
TSM	B	-0.4%
WFC	A	-0.4%
MDLZ	F	-0.38%
CHDN	B	-0.37%
STT	A	-0.34%
NKE	D	-0.31%
UNP	C	-0.31%
STX	D	-0.28%