JMOM vs. FDMO ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to Fidelity Momentum Factor ETF (FDMO)
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

$56.64

Average Daily Volume

55,347

Number of Holdings *

274

* may have additional holdings in another (foreign) market
FDMO

Fidelity Momentum Factor ETF

FDMO Description The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Momentum Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Momentum Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies that exhibit positive momentum signals.

Grade (RS Rating)

Last Trade

$65.73

Average Daily Volume

39,827

Number of Holdings *

123

* may have additional holdings in another (foreign) market
Performance
Period JMOM FDMO
30 Days 3.06% 2.38%
60 Days 5.65% 3.81%
90 Days 5.92% 3.20%
12 Months 36.10% 38.11%
77 Overlapping Holdings
Symbol Grade Weight in JMOM Weight in FDMO Overlap
ABBV C 1.43% 1.35% 1.35%
AMAT D 0.68% 1.4% 0.68%
AMZN C 0.61% 3.7% 0.61%
ANET B 0.5% 1.39% 0.5%
APH D 0.43% 1.32% 0.43%
APP C 0.3% 1.75% 0.3%
AVGO C 1.69% 2.7% 1.69%
AXP B 0.43% 0.73% 0.43%
BKNG C 0.62% 0.72% 0.62%
BRK.A C 2.23% 1.99% 1.99%
BSX B 0.65% 0.99% 0.65%
CASY D 0.25% 0.26% 0.25%
CAT B 0.79% 0.7% 0.7%
CB B 0.65% 0.68% 0.65%
CEG C 0.25% 0.29% 0.25%
CL D 0.18% 0.41% 0.18%
CMG C 0.43% 0.6% 0.43%
COIN F 0.23% 0.39% 0.23%
COST B 1.63% 1.04% 1.04%
CRWD D 0.32% 1.44% 0.32%
CTAS B 0.49% 0.53% 0.49%
CVNA B 0.3% 0.45% 0.3%
DECK C 0.25% 0.5% 0.25%
DELL D 0.25% 1.26% 0.25%
DLR B 0.39% 0.23% 0.23%
ECL B 0.12% 0.25% 0.12%
EME B 0.26% 0.43% 0.26%
EQIX C 0.22% 0.29% 0.22%
ETN C 0.59% 0.61% 0.59%
FANG D 0.29% 0.25% 0.25%
FRPT B 0.24% 0.28% 0.24%
FTI D 0.23% 0.21% 0.21%
GD B 0.49% 0.51% 0.49%
GDDY C 0.29% 1.27% 0.29%
GE B 0.86% 0.75% 0.75%
GOOGL D 1.66% 3.45% 1.66%
HD B 1.45% 1.18% 1.18%
HLT B 0.38% 0.56% 0.38%
IRM C 0.38% 0.2% 0.2%
ISRG B 0.83% 1.07% 0.83%
KKR B 0.5% 0.6% 0.5%
KLAC D 0.52% 1.33% 0.52%
KO C 0.22% 0.77% 0.22%
LDOS B 0.24% 0.43% 0.24%
LIN B 0.19% 0.56% 0.19%
LLY C 2.02% 2.16% 2.02%
MCK F 0.41% 0.69% 0.41%
META B 1.98% 2.43% 1.98%
MPC F 0.4% 0.32% 0.32%
MRK D 0.24% 1.25% 0.24%
MSFT C 1.85% 7.28% 1.85%
MU F 0.47% 1.22% 0.47%
NFLX B 0.76% 0.82% 0.76%
NVDA D 1.62% 6.83% 1.62%
PG C 0.25% 1.03% 0.25%
PGR B 0.76% 0.8% 0.76%
PSX F 0.38% 0.3% 0.3%
RSG D 0.36% 0.46% 0.36%
SMCI F 0.17% 0.82% 0.17%
SO B 0.23% 0.34% 0.23%
SPG B 0.41% 0.24% 0.24%
STLD F 0.21% 0.14% 0.14%
T C 0.18% 0.54% 0.18%
TDG B 0.46% 0.54% 0.46%
THC A 0.28% 0.78% 0.28%
TJX B 0.69% 0.72% 0.69%
TMUS C 0.56% 0.44% 0.44%
TRGP B 0.35% 0.31% 0.31%
UBER C 0.63% 0.72% 0.63%
VRT C 0.26% 0.48% 0.26%
VST C 0.27% 0.23% 0.23%
WELL C 0.52% 0.29% 0.29%
WFRD F 0.1% 0.2% 0.1%
WING B 0.23% 0.48% 0.23%
WM D 0.5% 0.51% 0.5%
WMB B 0.41% 0.34% 0.34%
WSM D 0.08% 0.47% 0.08%
JMOM Overweight 197 Positions Relative to FDMO
Symbol Grade Weight
AAPL C 1.8%
UNH C 1.59%
TMO B 1.07%
CRM D 1.04%
ADBE F 1.0%
IBM B 0.92%
ORCL C 0.92%
AMD D 0.84%
DHR B 0.83%
INTU C 0.81%
QCOM D 0.8%
NOW B 0.8%
SYK C 0.68%
VRTX D 0.63%
MMC C 0.62%
COP D 0.61%
MDLZ B 0.59%
PANW D 0.57%
PLTR B 0.49%
MSI B 0.49%
PH B 0.49%
LRCX F 0.46%
ADI C 0.45%
AJG D 0.43%
ORLY C 0.42%
ROP C 0.41%
FICO B 0.41%
AFL C 0.41%
AZO D 0.4%
SNPS D 0.4%
CDNS D 0.39%
MRVL C 0.39%
CBRE A 0.39%
SPOT B 0.38%
DASH C 0.38%
APO C 0.38%
HWM B 0.37%
ACGL C 0.37%
WDAY D 0.37%
URI B 0.37%
AMP A 0.36%
TTD B 0.36%
LOW B 0.36%
GWW B 0.36%
NU B 0.36%
ICE C 0.35%
RCL B 0.35%
PCAR D 0.35%
MPWR C 0.34%
IT B 0.33%
PHM B 0.33%
BRO C 0.32%
CBOE C 0.32%
IQV C 0.32%
CPRT D 0.32%
AXON B 0.31%
PWR B 0.31%
ARES B 0.3%
CAH C 0.3%
GEV B 0.28%
JEF B 0.28%
CDW D 0.28%
CHD D 0.28%
TOL B 0.28%
BLDR C 0.27%
TXN C 0.27%
VLO F 0.27%
NUE F 0.27%
BAH C 0.27%
ED C 0.27%
NTNX C 0.27%
BR D 0.27%
LII B 0.27%
HUBB B 0.27%
GWRE A 0.27%
HCA B 0.26%
CACI B 0.26%
KR C 0.26%
NTAP D 0.26%
MOH D 0.25%
MANH B 0.25%
HUBS D 0.25%
PTC D 0.25%
UNM B 0.25%
RGA C 0.25%
SAIC C 0.25%
USFD B 0.24%
JNPR B 0.24%
RS D 0.24%
POST C 0.24%
MSTR D 0.24%
WY C 0.23%
AKAM D 0.23%
WDC D 0.23%
EXP B 0.23%
DKS D 0.23%
NI B 0.23%
XPO D 0.22%
ALSN B 0.22%
DHI B 0.22%
OC D 0.22%
TPX C 0.21%
TYL C 0.21%
MCHP F 0.21%
GLW C 0.21%
INGR B 0.21%
CNP C 0.2%
HPQ D 0.2%
TXT D 0.2%
AM C 0.2%
SCCO D 0.2%
MEDP F 0.19%
AN D 0.19%
IBKR B 0.19%
BWXT D 0.19%
NVT D 0.19%
DKNG C 0.19%
DTM B 0.18%
ZS F 0.18%
INVH C 0.18%
CW B 0.18%
TPR C 0.18%
WSO C 0.18%
WLK D 0.18%
JBL D 0.18%
STZ D 0.18%
PSTG F 0.18%
SAIA D 0.17%
GAP F 0.17%
H C 0.17%
PAG D 0.17%
KD D 0.17%
TSCO C 0.17%
R A 0.17%
ROL C 0.17%
CNM F 0.17%
FFIV B 0.16%
ARMK B 0.16%
BLD D 0.16%
ONTO D 0.16%
PEP C 0.15%
PINS F 0.15%
TER D 0.15%
DINO F 0.15%
BSY D 0.15%
AZEK C 0.15%
PRI B 0.14%
SSNC B 0.14%
TW B 0.14%
ORI B 0.14%
HPE D 0.14%
PSN B 0.14%
RPM B 0.13%
AVT C 0.13%
LOPE D 0.13%
CELH F 0.13%
COHR C 0.13%
FE C 0.13%
CRUS D 0.13%
HEI B 0.13%
SNX D 0.13%
ESTC F 0.13%
EHC C 0.13%
RYAN D 0.13%
BRBR C 0.12%
HRB C 0.12%
SPB C 0.12%
EVR A 0.11%
MTSI D 0.11%
LPX B 0.11%
VRSK D 0.11%
VLTO C 0.11%
HII D 0.11%
MTG B 0.11%
INFA D 0.09%
APPF D 0.09%
VVV D 0.09%
OLED C 0.09%
FYBR C 0.09%
SRE C 0.08%
STAG C 0.08%
FDX C 0.08%
CACC F 0.08%
PNR B 0.06%
AGO C 0.06%
DXCM F 0.05%
FCNCA D 0.05%
GNTX F 0.04%
VNT F 0.04%
SLM D 0.03%
VSTS D 0.03%
LECO F 0.02%
BG D 0.01%
AYI B 0.01%
TKR D 0.01%
MORN C 0.0%
CSCO C 0.0%
JMOM Underweight 46 Positions Relative to FDMO
Symbol Grade Weight
JPM D -1.54%
V C -1.33%
XOM C -1.16%
AMGN B -1.01%
ELV C -0.95%
REGN C -0.95%
BAC D -0.93%
WMT C -0.93%
NTRA C -0.86%
WFC D -0.75%
GS C -0.71%
RTX C -0.67%
PM C -0.62%
C C -0.61%
VZ B -0.6%
ALL B -0.56%
TT B -0.55%
HIG B -0.52%
HOOD C -0.5%
NEE C -0.5%
WAB B -0.45%
ANF D -0.45%
JXN A -0.44%
CSL B -0.41%
FIX B -0.41%
OKE B -0.35%
AMT C -0.34%
DUK C -0.33%
SHW B -0.3%
SFM B -0.26%
PSA B -0.26%
AEP C -0.26%
FCX D -0.24%
PEG B -0.24%
EXR B -0.21%
AVB B -0.2%
NRG C -0.2%
ESS B -0.18%
IFF B -0.18%
PKG B -0.17%
MLM D -0.17%
ELF F -0.17%
LAMR B -0.16%
AVY C -0.16%
CRS B -0.14%
SLG B -0.14%
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