JMOM vs. IWP ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to iShares Russell Midcap Growth ETF (IWP)
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
IWP

iShares Russell Midcap Growth ETF

IWP Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$134.36

Average Daily Volume

1,023,862

Number of Holdings *

286

* may have additional holdings in another (foreign) market
Performance
Period JMOM IWP
30 Days 5.45% 12.16%
60 Days 7.40% 14.69%
90 Days 9.79% 17.57%
12 Months 41.42% 40.60%
92 Overlapping Holdings
Symbol Grade Weight in JMOM Weight in IWP Overlap
AJG B 0.36% 0.14% 0.14%
ALL A 0.35% 0.26% 0.26%
AM A 0.19% 0.06% 0.06%
AMP A 0.41% 1.68% 0.41%
APP B 0.82% 2.49% 0.82%
APPF B 0.08% 0.17% 0.08%
ARES A 0.31% 1.0% 0.31%
AWI A 0.06% 0.07% 0.06%
AXON A 0.43% 1.41% 0.43%
AZEK A 0.15% 0.15% 0.15%
BAH F 0.27% 0.62% 0.27%
BLD D 0.15% 0.03% 0.03%
BR A 0.02% 0.8% 0.02%
BRO B 0.27% 0.38% 0.27%
BSY D 0.05% 0.21% 0.05%
BWXT B 0.24% 0.08% 0.08%
CAH B 0.28% 0.56% 0.28%
CASY A 0.22% 0.08% 0.08%
CNM D 0.21% 0.17% 0.17%
COIN C 0.44% 1.65% 0.44%
COR B 0.32% 1.3% 0.32%
CVNA B 0.4% 0.3% 0.3%
DECK A 0.29% 0.87% 0.29%
DKNG B 0.18% 0.59% 0.18%
DKS C 0.2% 0.03% 0.03%
EME C 0.32% 0.3% 0.3%
ESTC C 0.02% 0.23% 0.02%
EXP A 0.26% 0.25% 0.25%
FICO B 0.42% 1.48% 0.42%
FRPT B 0.22% 0.07% 0.07%
GDDY A 0.3% 0.84% 0.3%
GWRE A 0.26% 0.23% 0.23%
GWW B 0.39% 1.45% 0.39%
H B 0.16% 0.03% 0.03%
HEI B 0.23% 0.39% 0.23%
HEI B 0.23% 0.55% 0.23%
HLT A 0.4% 1.02% 0.4%
HPQ B 0.2% 0.28% 0.2%
HRB D 0.1% 0.05% 0.05%
HWM A 0.37% 0.09% 0.09%
IQV D 0.25% 0.13% 0.13%
IRM D 0.29% 0.62% 0.29%
IT C 0.33% 1.29% 0.33%
JEF A 0.27% 0.12% 0.12%
JLL D 0.13% 0.13% 0.13%
LAMR D 0.09% 0.09% 0.09%
LII A 0.26% 0.64% 0.26%
LOPE B 0.14% 0.05% 0.05%
LPX B 0.11% 0.16% 0.11%
MANH D 0.25% 0.54% 0.25%
MEDP D 0.18% 0.26% 0.18%
MOH F 0.21% 0.35% 0.21%
MORN B 0.0% 0.29% 0.0%
MPWR F 0.22% 0.88% 0.22%
MSTR C 0.67% 0.11% 0.11%
NRG B 0.27% 0.26% 0.26%
NTAP C 0.26% 0.35% 0.26%
NTNX A 0.26% 0.16% 0.16%
OLED D 0.07% 0.13% 0.07%
ONTO D 0.19% 0.07% 0.07%
PLTR B 0.74% 4.32% 0.74%
PPC C 0.1% 0.01% 0.01%
PSTG D 0.19% 0.42% 0.19%
PTC A 0.28% 0.45% 0.28%
PWR A 0.38% 0.47% 0.38%
RCL A 0.44% 0.62% 0.44%
ROL B 0.15% 0.45% 0.15%
RPM A 0.12% 0.13% 0.12%
RYAN B 0.04% 0.24% 0.04%
SMCI F 0.08% 0.3% 0.08%
SN D 0.2% 0.04% 0.04%
SPG B 0.37% 0.49% 0.37%
TER D 0.12% 0.48% 0.12%
TPG A 0.09% 0.04% 0.04%
TPX B 0.21% 0.3% 0.21%
TRGP B 0.36% 1.4% 0.36%
TSCO D 0.15% 0.97% 0.15%
TTD B 0.4% 1.7% 0.4%
TW A 0.14% 0.19% 0.14%
TYL B 0.27% 0.7% 0.27%
URI B 0.4% 0.44% 0.4%
VKTX F 0.1% 0.17% 0.1%
VLTO D 0.09% 0.37% 0.09%
VRSK A 0.1% 1.3% 0.1%
VRT B 0.44% 1.41% 0.44%
VST B 0.49% 1.6% 0.49%
VVV F 0.09% 0.18% 0.09%
WFRD D 0.1% 0.19% 0.1%
WING D 0.18% 0.3% 0.18%
WSM B 0.07% 0.32% 0.07%
XPO B 0.31% 0.55% 0.31%
ZS C 0.26% 0.6% 0.26%
JMOM Overweight 180 Positions Relative to IWP
Symbol Grade Weight
NVDA C 2.48%
AVGO D 2.21%
META D 2.02%
MSFT F 1.85%
GOOGL C 1.82%
BRK.A B 1.78%
AAPL C 1.75%
LLY F 1.57%
COST B 1.46%
HD A 1.39%
UNH C 1.34%
CRM B 1.26%
ABBV D 1.05%
ORCL B 0.94%
NOW A 0.9%
GE D 0.84%
NFLX A 0.83%
CAT B 0.81%
IBM C 0.8%
ISRG A 0.8%
INTU C 0.79%
TMO F 0.79%
PM B 0.79%
TXN C 0.78%
AMD F 0.77%
QCOM F 0.75%
BKNG A 0.72%
AXP A 0.72%
ETN A 0.69%
PGR A 0.67%
AMAT F 0.66%
AMZN C 0.64%
SYK C 0.62%
DHR F 0.62%
TJX A 0.6%
PANW C 0.6%
BSX B 0.6%
TMUS B 0.59%
COP C 0.59%
VRTX F 0.59%
UBER D 0.57%
KKR A 0.55%
ANET C 0.54%
GS A 0.54%
CB C 0.52%
ADI D 0.51%
TT A 0.51%
CRWD B 0.5%
PH A 0.5%
MU D 0.5%
MRVL B 0.48%
APH A 0.48%
SPOT B 0.47%
MCK B 0.47%
WM A 0.47%
MSI B 0.46%
WELL A 0.45%
WMB A 0.44%
KLAC D 0.44%
LRCX F 0.44%
DASH A 0.44%
CTAS B 0.44%
GD F 0.43%
CEG D 0.42%
TDG D 0.42%
CMG B 0.41%
BK A 0.39%
DLR B 0.39%
GEV B 0.39%
ORLY B 0.39%
ECL D 0.38%
CL D 0.38%
PCAR B 0.37%
AFL B 0.36%
NU C 0.36%
ROP B 0.36%
AZO C 0.35%
MPC D 0.35%
DELL C 0.35%
PSX C 0.35%
CBRE B 0.34%
CPRT A 0.34%
LOW D 0.34%
GLW B 0.32%
RSG A 0.32%
LDOS C 0.31%
COHR B 0.3%
HUBB B 0.29%
CW B 0.28%
ACGL D 0.28%
FANG D 0.28%
ICE C 0.28%
HIG B 0.27%
ALSN B 0.27%
PHM D 0.26%
DTM B 0.26%
KR B 0.26%
VTR C 0.26%
FFIV B 0.26%
GEN B 0.26%
WDC D 0.25%
STLD B 0.25%
VLO C 0.25%
USFD A 0.25%
FI A 0.25%
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%
SSNC B 0.23%
THC D 0.23%
CHD B 0.23%
SAIC F 0.22%
NVT B 0.22%
T A 0.22%
ED D 0.21%
INGR B 0.21%
NI A 0.21%
HCA F 0.2%
LIN D 0.2%
R B 0.2%
SCCO F 0.2%
JNPR F 0.2%
SO D 0.19%
KD B 0.19%
IFF D 0.19%
PG A 0.19%
UHS D 0.19%
WSO A 0.19%
TPR B 0.19%
HPE B 0.18%
POST C 0.18%
AN C 0.18%
GAP C 0.18%
TXT D 0.18%
UNM A 0.17%
KO D 0.17%
MRK F 0.17%
WLK D 0.16%
DHI D 0.16%
CRUS D 0.15%
CRBG B 0.15%
MTSI B 0.14%
ARMK B 0.14%
SNX C 0.13%
BRBR A 0.13%
EHC B 0.13%
ORI A 0.13%
PAG B 0.12%
OHI C 0.12%
AVT C 0.12%
SPB C 0.11%
SNPS B 0.11%
MTG C 0.1%
ESS B 0.1%
FE C 0.1%
ROIV C 0.09%
HII D 0.08%
INFA D 0.08%
PRI A 0.08%
COKE C 0.08%
AGO B 0.07%
RS B 0.07%
SRE A 0.07%
PEG A 0.06%
FYBR D 0.06%
AYI B 0.06%
PNR A 0.06%
NSA D 0.05%
FCNCA A 0.05%
INVH D 0.04%
CXT B 0.04%
SLM A 0.03%
TKR D 0.01%
STAG F 0.01%
EQIX A 0.0%
JMOM Underweight 194 Positions Relative to IWP
Symbol Grade Weight
ODFL B -1.38%
FAST B -1.29%
DDOG A -1.23%
IDXX F -1.13%
HUBS A -1.08%
VEEV C -1.03%
DXCM D -0.99%
CPNG D -0.93%
NET B -0.88%
HES B -0.86%
ALNY D -0.86%
MSCI C -0.86%
RBLX C -0.85%
TPL A -0.83%
CPAY A -0.81%
LNG B -0.81%
SYY B -0.76%
LPLA A -0.76%
EXPE B -0.75%
CLX B -0.68%
LYV A -0.67%
SQ B -0.64%
MDB C -0.64%
TOST B -0.59%
PODD C -0.59%
BURL A -0.56%
LVS C -0.55%
PINS D -0.55%
PAYX C -0.54%
NTRA B -0.54%
DOCU A -0.52%
FIX A -0.51%
DT C -0.5%
ULTA F -0.49%
ENTG D -0.48%
YUM B -0.47%
WST C -0.45%
POOL C -0.44%
TXRH C -0.43%
WAT B -0.42%
EQH B -0.41%
CDW F -0.39%
NBIX C -0.38%
DUOL A -0.37%
NCLH B -0.37%
OWL A -0.37%
CAVA B -0.35%
ROST C -0.35%
DRI B -0.34%
KNSL B -0.33%
CHDN B -0.32%
MUSA A -0.32%
ALGN D -0.32%
SRPT D -0.31%
VMC B -0.31%
AAON B -0.3%
RMD C -0.3%
PEN B -0.29%
ITCI C -0.28%
PCTY B -0.28%
EXEL B -0.27%
LNW D -0.27%
ENPH F -0.26%
SAIA B -0.26%
DVA B -0.26%
HAS D -0.25%
PCOR B -0.24%
TREX C -0.24%
SMAR A -0.24%
PAYC B -0.23%
GTLB B -0.23%
CFLT B -0.22%
GLOB B -0.21%
ELF C -0.21%
FDS B -0.21%
AVY D -0.2%
FWONK B -0.2%
EFX F -0.2%
LSCC D -0.19%
FOUR B -0.19%
MTN C -0.18%
LAZ B -0.18%
INSP D -0.17%
MKL A -0.17%
DPZ C -0.17%
OKTA C -0.17%
GNRC B -0.17%
IONS F -0.16%
PLNT A -0.15%
LYFT C -0.15%
CELH F -0.15%
PATH C -0.15%
ZBRA B -0.14%
PEGA A -0.13%
FND C -0.13%
RARE D -0.13%
BRKR D -0.12%
EXAS D -0.12%
MASI A -0.12%
HCP B -0.12%
FIVE F -0.12%
ETSY D -0.12%
TWLO A -0.11%
HSY F -0.11%
CHH A -0.11%
GEHC F -0.11%
WMS D -0.11%
LW C -0.11%
RNG B -0.1%
ROK B -0.1%
LECO B -0.1%
EG C -0.09%
UHAL D -0.09%
FERG B -0.09%
APLS D -0.09%
CSL C -0.09%
EXPD D -0.09%
FIVN C -0.09%
TDC D -0.09%
U C -0.08%
SITE D -0.08%
TTEK F -0.08%
LBRDK C -0.08%
MLM B -0.07%
BROS B -0.07%
NCNO B -0.07%
CE F -0.07%
PR B -0.07%
BILL A -0.07%
CACC D -0.07%
SOFI A -0.07%
CLF F -0.06%
PFGC B -0.06%
WSC D -0.06%
BLDR D -0.06%
DBX B -0.06%
NXST C -0.06%
CIVI D -0.05%
VNOM A -0.05%
WEN D -0.05%
DV C -0.05%
EQT B -0.05%
S B -0.04%
JBL B -0.04%
DAY B -0.04%
TKO B -0.04%
ROKU D -0.04%
ALLY C -0.04%
LOAR A -0.03%
EPAM C -0.03%
CHE D -0.03%
KMX B -0.03%
HLI B -0.03%
BFAM D -0.03%
RH B -0.03%
TXG F -0.03%
YETI C -0.03%
VRSN F -0.03%
RGEN D -0.03%
DJT C -0.03%
CROX D -0.03%
TRU D -0.03%
SPR D -0.02%
MTDR B -0.02%
SAM C -0.02%
UI A -0.02%
FWONA B -0.02%
WH B -0.02%
CAR C -0.02%
KBR F -0.02%
AAL B -0.02%
WYNN D -0.02%
SKX D -0.02%
BPOP B -0.02%
WEX D -0.02%
INCY C -0.02%
SSD D -0.02%
FTRE D -0.01%
CC C -0.01%
UHAL D -0.01%
SEE C -0.01%
NFE D -0.01%
IRDM D -0.01%
MSGS A -0.01%
LBRDA C -0.01%
CGNX C -0.01%
UWMC D -0.01%
MKSI C -0.01%
WU D -0.01%
RLI B -0.01%
DOCS C -0.01%
ALAB B -0.0%
TRIP F -0.0%
PYCR C -0.0%
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