JMOM vs. HDUS ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to Hartford Disciplined US Equity ETF (HDUS)
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
HDUS

Hartford Disciplined US Equity ETF

HDUS Description Hartford Disciplined US Equity ETF is an exchange traded fund launched and managed by Lattice Strategies LLC. It is co-managed by Mellon Investments Corporation. It invests in public equity markets of the United States. The fund invests in the stocks of companies operating across diversified sectors. The fund invests in value and momentum stocks of large-cap companies. The fund seeks to track the performance of the Hartford Disciplined US Equity Index, by using full replication technique. Hartford Disciplined US Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$58.11

Average Daily Volume

3,372

Number of Holdings *

263

* may have additional holdings in another (foreign) market
Performance
Period JMOM HDUS
30 Days 5.45% 3.75%
60 Days 7.40% 5.23%
90 Days 9.79% 7.06%
12 Months 41.42% 31.94%
122 Overlapping Holdings
Symbol Grade Weight in JMOM Weight in HDUS Overlap
AAPL C 1.8% 5.07% 1.8%
ABBV D 1.04% 1.03% 1.03%
AFL B 0.36% 0.28% 0.28%
ALSN B 0.27% 0.6% 0.27%
AMAT F 0.63% 0.39% 0.39%
AMD F 0.77% 0.07% 0.07%
AMZN C 0.61% 3.51% 0.61%
APH A 0.48% 0.46% 0.46%
APP B 0.95% 0.21% 0.21%
AVGO D 2.1% 1.31% 1.31%
AXP A 0.73% 0.19% 0.19%
AYI B 0.06% 0.04% 0.04%
BAH F 0.23% 0.37% 0.23%
BK A 0.39% 0.61% 0.39%
BKNG A 0.73% 0.48% 0.48%
BR A 0.02% 0.12% 0.02%
BRK.A B 1.8% 0.46% 0.46%
BSX B 0.62% 0.32% 0.32%
CACI D 0.2% 0.04% 0.04%
CAT B 0.8% 0.23% 0.23%
CB C 0.53% 0.44% 0.44%
CBOE B 0.24% 0.64% 0.24%
CL D 0.4% 0.64% 0.4%
CMG B 0.42% 0.09% 0.09%
COIN C 0.51% 0.05% 0.05%
COKE C 0.08% 0.11% 0.08%
COP C 0.6% 0.3% 0.3%
COST B 1.47% 0.63% 0.63%
CRBG B 0.15% 0.28% 0.15%
CRM B 1.21% 0.36% 0.36%
CRUS D 0.15% 0.02% 0.02%
CRWD B 0.51% 0.2% 0.2%
CTAS B 0.44% 0.62% 0.44%
DASH A 0.44% 0.09% 0.09%
DELL C 0.35% 0.02% 0.02%
DHR F 0.61% 0.08% 0.08%
DKS C 0.2% 0.12% 0.12%
DTM B 0.27% 0.04% 0.04%
ECL D 0.37% 0.11% 0.11%
EME C 0.33% 0.57% 0.33%
ESS B 0.09% 0.23% 0.09%
ESTC C 0.02% 0.05% 0.02%
ETN A 0.68% 0.24% 0.24%
EVR B 0.24% 0.03% 0.03%
FANG D 0.28% 0.22% 0.22%
FICO B 0.41% 0.33% 0.33%
GD F 0.39% 0.15% 0.15%
GDDY A 0.31% 0.47% 0.31%
GE D 0.82% 0.15% 0.15%
GLW B 0.32% 0.13% 0.13%
GOOGL C 1.81% 3.92% 1.81%
GS A 0.54% 0.11% 0.11%
GWRE A 0.27% 0.21% 0.21%
HCA F 0.19% 0.09% 0.09%
HD A 1.37% 0.46% 0.46%
HPQ B 0.2% 0.13% 0.13%
HRB D 0.1% 0.38% 0.1%
IBKR A 0.26% 0.03% 0.03%
IBM C 0.82% 0.71% 0.71%
INGR B 0.2% 0.3% 0.2%
INTU C 0.73% 0.26% 0.26%
IRM D 0.3% 0.43% 0.3%
ISRG A 0.82% 0.02% 0.02%
IT C 0.31% 0.07% 0.07%
JNPR F 0.19% 0.04% 0.04%
KKR A 0.56% 0.06% 0.06%
KLAC D 0.42% 0.29% 0.29%
KO D 0.17% 0.44% 0.17%
LAMR D 0.09% 0.76% 0.09%
LII A 0.26% 0.09% 0.09%
LLY F 1.47% 0.93% 0.93%
LOW D 0.33% 0.19% 0.19%
LRCX F 0.42% 0.16% 0.16%
MANH D 0.23% 0.21% 0.21%
MCK B 0.48% 0.38% 0.38%
META D 1.99% 1.88% 1.88%
MORN B 0.0% 0.03% 0.0%
MPC D 0.35% 0.18% 0.18%
MPWR F 0.21% 0.11% 0.11%
MRK F 0.17% 0.26% 0.17%
MSFT F 1.82% 5.41% 1.82%
MSI B 0.46% 0.16% 0.16%
MTG C 0.1% 0.09% 0.09%
NFLX A 0.9% 0.6% 0.6%
NOW A 0.9% 0.18% 0.18%
NRG B 0.28% 0.1% 0.1%
NTAP C 0.27% 0.58% 0.27%
NTNX A 0.26% 0.07% 0.07%
NVDA C 2.5% 6.03% 2.5%
OHI C 0.12% 0.31% 0.12%
ORCL B 0.96% 0.69% 0.69%
ORI A 0.13% 0.2% 0.13%
PANW C 0.6% 0.16% 0.16%
PEG A 0.06% 0.38% 0.06%
PGR A 0.67% 0.32% 0.32%
PLTR B 0.76% 0.26% 0.26%
QCOM F 0.73% 0.49% 0.49%
R B 0.19% 0.43% 0.19%
RPM A 0.12% 0.45% 0.12%
SNPS B 0.11% 0.05% 0.05%
SO D 0.19% 0.2% 0.19%
SPG B 0.38% 0.33% 0.33%
STAG F 0.01% 0.33% 0.01%
SYK C 0.62% 0.08% 0.08%
T A 0.23% 0.53% 0.23%
TER D 0.12% 0.08% 0.08%
TJX A 0.6% 0.07% 0.07%
TMO F 0.76% 0.16% 0.16%
TMUS B 0.58% 0.25% 0.25%
TPR B 0.21% 0.03% 0.03%
TRGP B 0.39% 0.13% 0.13%
TSCO D 0.14% 0.17% 0.14%
TT A 0.51% 0.14% 0.14%
TXN C 0.76% 1.13% 0.76%
UBER D 0.57% 0.29% 0.29%
UNH C 1.34% 0.79% 0.79%
VLO C 0.26% 0.21% 0.21%
VRSK A 0.1% 0.26% 0.1%
VRTX F 0.55% 0.36% 0.36%
WMB A 0.46% 0.21% 0.21%
WSM B 0.09% 0.09% 0.09%
ZS C 0.25% 0.04% 0.04%
JMOM Overweight 149 Positions Relative to HDUS
Symbol Grade Weight
MSTR C 0.97%
PM B 0.84%
VST B 0.54%
ANET C 0.53%
ADI D 0.51%
VRT B 0.5%
PH A 0.5%
MU D 0.5%
SPOT B 0.48%
MRVL B 0.48%
WM A 0.47%
WELL A 0.46%
RCL A 0.45%
CEG D 0.44%
AXON A 0.44%
CVNA B 0.41%
AMP A 0.41%
GEV B 0.41%
DLR B 0.41%
HLT A 0.4%
TDG D 0.4%
URI B 0.39%
PWR A 0.39%
TTD B 0.39%
HWM A 0.38%
GWW B 0.38%
ORLY B 0.38%
PSX C 0.36%
PCAR B 0.36%
AJG B 0.36%
ROP B 0.35%
ALL A 0.35%
AZO C 0.34%
CPRT A 0.33%
CBRE B 0.33%
ARES A 0.32%
RSG A 0.32%
NU C 0.31%
COHR B 0.31%
COR B 0.31%
XPO B 0.3%
ICE C 0.29%
DECK A 0.29%
HUBB B 0.29%
HIG B 0.28%
JEF A 0.28%
BRO B 0.27%
PTC A 0.27%
CAH B 0.27%
GEN B 0.26%
LDOS C 0.26%
PHM D 0.26%
FFIV B 0.26%
CW B 0.26%
VTR C 0.26%
FI A 0.26%
ACGL D 0.26%
TYL B 0.26%
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%
TOL B 0.24%
CHD B 0.24%
CASY A 0.23%
SSNC B 0.23%
IQV 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%
SCCO F 0.21%
ED D 0.21%
AM A 0.2%
PSN D 0.2%
PG A 0.2%
LIN D 0.2%
MOH F 0.2%
ONTO D 0.19%
POST C 0.19%
PSTG D 0.19%
UHS D 0.19%
KD B 0.19%
IFF D 0.19%
WSO A 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%
DHI D 0.17%
GAP C 0.17%
TXT D 0.17%
UNM A 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%
MTSI B 0.14%
ARMK B 0.14%
AVT C 0.13%
SNX C 0.13%
BRBR A 0.13%
LOPE B 0.13%
PAG B 0.12%
JLL D 0.12%
EHC B 0.12%
SPB C 0.11%
LPX B 0.11%
WFRD D 0.1%
PPC C 0.1%
SMCI F 0.1%
FE C 0.1%
ROIV C 0.09%
VLTO D 0.09%
TPG A 0.09%
VKTX F 0.09%
INFA D 0.08%
VVV F 0.08%
APPF B 0.08%
PRI A 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%
FCNCA A 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%
TKR D 0.01%
EQIX A 0.0%
JMOM Underweight 141 Positions Relative to HDUS
Symbol Grade Weight
JNJ D -1.49%
TSLA B -1.36%
VZ C -1.2%
PEP F -1.18%
MO A -1.11%
XOM B -1.05%
JPM A -0.92%
CVX A -0.92%
CMI A -0.88%
BMY B -0.72%
JHG A -0.7%
WMT A -0.69%
KNF A -0.67%
KVUE A -0.63%
YUM B -0.55%
CTSH B -0.54%
DBX B -0.54%
TROW B -0.53%
RHI B -0.51%
ABT B -0.51%
GILD C -0.5%
TXRH C -0.49%
GLPI C -0.48%
EA A -0.48%
STWD C -0.47%
SHW A -0.46%
EOG A -0.43%
MS A -0.41%
MCO B -0.41%
ACN C -0.4%
AXS A -0.4%
MLI C -0.39%
MUSA A -0.38%
NXPI D -0.37%
RDN C -0.36%
WST C -0.35%
DCI B -0.34%
ADC B -0.34%
RL B -0.34%
AGNC D -0.33%
RTX C -0.32%
KMI A -0.32%
LMT D -0.32%
CSCO B -0.31%
CHRW C -0.3%
DGX A -0.29%
MCD D -0.29%
TRV B -0.28%
OMC C -0.28%
WFC A -0.27%
SPGI C -0.27%
RMD C -0.27%
BG F -0.26%
FOXA B -0.26%
EBAY D -0.26%
FDX B -0.25%
FSS B -0.25%
NYT C -0.23%
HSY F -0.23%
KMB D -0.23%
CHRD D -0.23%
ALV C -0.22%
MDT D -0.22%
NEE D -0.22%
NNN D -0.22%
PRU A -0.22%
ABNB C -0.21%
ALTR B -0.21%
PKG A -0.2%
AMGN D -0.2%
NWSA B -0.2%
PFE D -0.19%
LNG B -0.19%
NDAQ A -0.18%
MMC B -0.18%
BJ A -0.17%
HUBS A -0.17%
CDNS B -0.16%
ACI C -0.16%
FLEX A -0.16%
MMM D -0.16%
STT A -0.15%
AVB B -0.14%
ADBE C -0.14%
DY D -0.14%
ZTS D -0.14%
CSWI A -0.14%
EIX B -0.14%
CBT C -0.13%
GEHC F -0.13%
DDOG A -0.13%
BLK C -0.13%
DUK C -0.12%
PNC B -0.12%
OC A -0.11%
DRI B -0.11%
GNTX C -0.1%
VRNS D -0.1%
ESI A -0.1%
WTW B -0.09%
GPC D -0.09%
C A -0.09%
CUBE D -0.08%
EQR B -0.08%
CROX D -0.08%
HLNE B -0.07%
SBUX A -0.07%
DTE C -0.07%
BAC A -0.07%
CPB D -0.07%
OTIS C -0.06%
SNA A -0.06%
BBY D -0.06%
ODFL B -0.05%
PAYX C -0.05%
CHH A -0.05%
FLO D -0.05%
TFC A -0.05%
SWKS F -0.05%
INSP D -0.04%
FNF B -0.04%
RBLX C -0.04%
TGT F -0.04%
MSCI C -0.04%
REGN F -0.03%
JKHY D -0.03%
CSL C -0.03%
SMAR A -0.03%
JBHT C -0.02%
GM B -0.02%
PYPL B -0.02%
NET B -0.02%
FR C -0.02%
OGE B -0.02%
SNOW C -0.01%
TMDX F -0.01%
OGN D -0.01%
LKQ D -0.01%
CINF A -0.01%
RYN D -0.01%
EGP F -0.01%
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