JMOM vs. NZAC ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC)

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

NZAC

SPDR MSCI ACWI Climate Paris Aligned ETF

NZAC Description

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to exceed the minimum standards for a "Paris-Aligned Benchmark" under the EU BMR. A Paris-Aligned Benchmark is designed to align with a principal objective of the Paris Agreement to limit the increase in the global average temperature to well below 2 degrees Celsius above pre-industrial levels.

Grade (RS Rating)

Last Trade

$37.32

Average Daily Volume

6,937

Number of Holdings ^*

370

* may have additional holdings in another (foreign) market

Performance

Period	JMOM	NZAC
30 Days	5.45%	0.97%
60 Days	7.40%	0.81%
90 Days	9.79%	2.64%
12 Months	41.42%	25.98%

121 Overlapping Holdings

Symbol	Grade	Weight in JMOM	Weight in NZAC	Overlap
AAPL	C	1.75%	4.47%	1.75%
ABBV	D	1.05%	0.6%	0.6%
ABBV	D	1.05%	0.34%	0.34%
ACGL	D	0.28%	0.12%	0.12%
ADI	D	0.51%	0.46%	0.46%
AFL	B	0.36%	0.28%	0.28%
AJG	B	0.36%	0.07%	0.07%
ALL	A	0.35%	0.14%	0.14%
AMAT	F	0.66%	0.12%	0.12%
AMD	F	0.77%	0.27%	0.27%
AMP	A	0.41%	0.16%	0.16%
AMZN	C	0.64%	2.38%	0.64%
ANET	C	0.54%	0.06%	0.06%
APH	A	0.48%	0.11%	0.11%
AVGO	D	2.21%	1.1%	1.1%
AXON	A	0.43%	0.06%	0.06%
AXP	A	0.72%	0.36%	0.36%
AZO	C	0.35%	0.1%	0.1%
BAH	F	0.27%	0.03%	0.03%
BK	A	0.39%	0.13%	0.13%
BKNG	A	0.72%	0.24%	0.24%
BR	A	0.02%	0.08%	0.02%
BRK.A	B	1.78%	0.39%	0.39%
BRO	B	0.27%	0.05%	0.05%
BSX	B	0.6%	0.31%	0.31%
CB	C	0.52%	0.24%	0.24%
CBOE	B	0.23%	0.03%	0.03%
CBRE	B	0.34%	0.18%	0.18%
CEG	D	0.42%	0.04%	0.04%
CHD	B	0.23%	0.1%	0.1%
CMG	B	0.41%	0.07%	0.07%
COIN	C	0.44%	0.04%	0.04%
CPRT	A	0.34%	0.04%	0.04%
CRM	B	1.26%	0.42%	0.42%
CRWD	B	0.5%	0.02%	0.02%
CTAS	B	0.44%	0.04%	0.04%
DASH	A	0.44%	0.02%	0.02%
DHI	D	0.16%	0.06%	0.06%
DHR	F	0.62%	0.19%	0.19%
DLR	B	0.39%	0.39%	0.39%
ECL	D	0.38%	0.06%	0.06%
EQIX	A	0.0%	0.33%	0.0%
ESS	B	0.1%	0.1%	0.1%
ETN	A	0.69%	0.28%	0.28%
FFIV	B	0.26%	0.18%	0.18%
FI	A	0.25%	0.18%	0.18%
GDDY	A	0.3%	0.03%	0.03%
GLW	B	0.32%	0.19%	0.19%
GOOGL	C	1.82%	1.03%	1.03%
GS	A	0.54%	0.06%	0.06%
GWW	B	0.39%	0.21%	0.21%
HD	A	1.39%	0.58%	0.58%
HEI	B	0.23%	0.02%	0.02%
HIG	B	0.27%	0.12%	0.12%
HLT	A	0.4%	0.02%	0.02%
HPE	B	0.18%	0.16%	0.16%
IBM	C	0.8%	0.6%	0.6%
ICE	C	0.28%	0.13%	0.13%
INTU	C	0.79%	0.31%	0.31%
IQV	D	0.25%	0.1%	0.1%
IRM	D	0.29%	0.06%	0.06%
ISRG	A	0.8%	0.31%	0.31%
IT	C	0.33%	0.03%	0.03%
JNPR	F	0.2%	0.13%	0.13%
KKR	A	0.55%	0.13%	0.13%
KLAC	D	0.44%	0.15%	0.15%
LIN	D	0.2%	0.07%	0.07%
LLY	F	1.57%	0.94%	0.94%
LOW	D	0.34%	0.25%	0.25%
LRCX	F	0.44%	0.1%	0.1%
META	D	2.02%	1.62%	1.62%
MOH	F	0.21%	0.02%	0.02%
MRK	F	0.17%	0.47%	0.17%
MRVL	B	0.48%	0.12%	0.12%
MSFT	F	1.85%	4.03%	1.85%
MSI	B	0.46%	0.27%	0.27%
MSTR	C	0.67%	0.02%	0.02%
MU	D	0.5%	0.09%	0.09%
NFLX	A	0.83%	0.49%	0.49%
NOW	A	0.9%	0.39%	0.39%
NTAP	C	0.26%	0.06%	0.06%
NVDA	C	2.48%	4.67%	2.48%
ORCL	B	0.94%	0.59%	0.59%
ORLY	B	0.39%	0.18%	0.18%
PANW	C	0.6%	0.14%	0.14%
PCAR	B	0.37%	0.06%	0.06%
PGR	A	0.67%	0.22%	0.22%
PH	A	0.5%	0.25%	0.25%
PHM	D	0.26%	0.04%	0.04%
PLTR	B	0.74%	0.07%	0.07%
PNR	A	0.06%	0.23%	0.06%
PWR	A	0.38%	0.24%	0.24%
QCOM	F	0.75%	0.26%	0.26%
ROL	B	0.15%	0.02%	0.02%
ROP	B	0.36%	0.02%	0.02%
RS	B	0.07%	0.08%	0.07%
SCCO	F	0.2%	0.08%	0.08%
SMCI	F	0.08%	0.01%	0.01%
SPG	B	0.37%	0.15%	0.15%
STLD	B	0.25%	0.01%	0.01%
SYK	C	0.62%	0.25%	0.25%
T	A	0.22%	0.18%	0.18%
TDG	D	0.42%	0.13%	0.13%
TER	D	0.12%	0.03%	0.03%
TJX	A	0.6%	0.36%	0.36%
TMO	F	0.79%	0.32%	0.32%
TMUS	B	0.59%	0.13%	0.13%
TT	A	0.51%	0.02%	0.02%
TTD	B	0.4%	0.05%	0.05%
TW	A	0.14%	0.02%	0.02%
TXN	C	0.78%	0.27%	0.27%
UBER	D	0.57%	0.17%	0.17%
UNH	C	1.34%	0.77%	0.77%
URI	B	0.4%	0.05%	0.05%
VLTO	D	0.09%	0.03%	0.03%
VRSK	A	0.1%	0.05%	0.05%
VRT	B	0.44%	0.02%	0.02%
VRTX	F	0.59%	0.14%	0.14%
VTR	C	0.26%	0.06%	0.06%
WELL	A	0.45%	0.15%	0.15%
WM	A	0.47%	0.1%	0.1%

JMOM Overweight 151 Positions Relative to NZAC

Symbol	Grade	Weight
COST	B	1.46%
GE	D	0.84%
APP	B	0.82%
CAT	B	0.81%
PM	B	0.79%
COP	C	0.59%
VST	B	0.49%
SPOT	B	0.47%
MCK	B	0.47%
WMB	A	0.44%
RCL	A	0.44%
GD	F	0.43%
FICO	B	0.42%
CVNA	B	0.4%
GEV	B	0.39%
CL	D	0.38%
HWM	A	0.37%
NU	C	0.36%
TRGP	B	0.36%
MPC	D	0.35%
DELL	C	0.35%
PSX	C	0.35%
COR	B	0.32%
EME	C	0.32%
RSG	A	0.32%
LDOS	C	0.31%
XPO	B	0.31%
ARES	A	0.31%
COHR	B	0.3%
DECK	A	0.29%
HUBB	B	0.29%
CW	B	0.28%
PTC	A	0.28%
FANG	D	0.28%
CAH	B	0.28%
TYL	B	0.27%
NRG	B	0.27%
JEF	A	0.27%
ALSN	B	0.27%
ZS	C	0.26%
EXP	A	0.26%
LII	A	0.26%
DTM	B	0.26%
KR	B	0.26%
GEN	B	0.26%
GWRE	A	0.26%
NTNX	A	0.26%
WDC	D	0.25%
MANH	D	0.25%
VLO	C	0.25%
USFD	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%
PSN	D	0.23%
SSNC	B	0.23%
THC	D	0.23%
SAIC	F	0.22%
MPWR	F	0.22%
CASY	A	0.22%
FRPT	B	0.22%
NVT	B	0.22%
ED	D	0.21%
CNM	D	0.21%
INGR	B	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%
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%
TPR	B	0.19%
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%
WLK	D	0.16%
H	B	0.16%
TSCO	D	0.15%
BLD	D	0.15%
CRUS	D	0.15%
CRBG	B	0.15%
AZEK	A	0.15%
MTSI	B	0.14%
ARMK	B	0.14%
LOPE	B	0.14%
JLL	D	0.13%
SNX	C	0.13%
BRBR	A	0.13%
EHC	B	0.13%
ORI	A	0.13%
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%
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%
ROIV	C	0.09%
HII	D	0.08%
INFA	D	0.08%
PRI	A	0.08%
COKE	C	0.08%
APPF	B	0.08%
AGO	B	0.07%
WSM	B	0.07%
OLED	D	0.07%
SRE	A	0.07%
PEG	A	0.06%
FYBR	D	0.06%
AWI	A	0.06%
AYI	B	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%
ESTC	C	0.02%
TKR	D	0.01%
STAG	F	0.01%
MORN	B	0.0%

JMOM Underweight 249 Positions Relative to NZAC

Symbol	Grade	Weight
GOOG	C	-1.45%
TSLA	B	-1.32%
JPM	A	-1.09%
EIX	B	-0.81%
V	A	-0.75%
MA	C	-0.65%
JNJ	D	-0.62%
SHW	A	-0.56%
BAC	A	-0.44%
NVS	D	-0.41%
CSCO	B	-0.4%
ACN	C	-0.39%
SPGI	C	-0.38%
ACM	A	-0.36%
MCD	D	-0.36%
XYL	D	-0.36%
WMT	A	-0.35%
ADBE	C	-0.35%
ITW	B	-0.33%
DIS	B	-0.29%
BLK	C	-0.27%
MS	A	-0.26%
CMCSA	B	-0.25%
WFC	A	-0.25%
BABA	D	-0.24%
BMY	B	-0.24%
MDT	D	-0.23%
MCO	B	-0.22%
VZ	C	-0.21%
AMGN	D	-0.21%
PLD	D	-0.21%
UNP	C	-0.21%
MET	A	-0.21%
MMC	B	-0.2%
ADP	B	-0.2%
SCHW	B	-0.19%
TD	F	-0.19%
PFE	D	-0.19%
PNC	B	-0.19%
BX	A	-0.19%
ABT	B	-0.19%
INTC	D	-0.18%
FAST	B	-0.17%
SONY	B	-0.17%
ELV	F	-0.17%
APO	B	-0.17%
FSLR	F	-0.16%
ZTS	D	-0.16%
AME	A	-0.16%
PRU	A	-0.15%
SBUX	A	-0.15%
TRV	B	-0.15%
EBAY	D	-0.14%
HDB	C	-0.14%
COF	B	-0.14%
DE	A	-0.14%
AIG	B	-0.14%
MELI	D	-0.14%
PYPL	B	-0.13%
CDW	F	-0.13%
SHOP	B	-0.12%
AVB	B	-0.12%
USB	A	-0.12%
CME	A	-0.12%
PPG	F	-0.11%
AMT	D	-0.11%
AON	A	-0.11%
EW	C	-0.11%
BDX	F	-0.11%
LI	F	-0.11%
PSA	D	-0.11%
INFY	B	-0.11%
NKE	D	-0.11%
MTB	A	-0.1%
REGN	F	-0.1%
EQH	B	-0.1%
DEO	F	-0.1%
TDY	B	-0.1%
FTNT	C	-0.09%
AIZ	A	-0.09%
SYF	B	-0.09%
ADSK	A	-0.09%
ROST	C	-0.09%
DFS	B	-0.09%
ALLE	D	-0.09%
CSX	B	-0.09%
FTV	C	-0.09%
PDD	F	-0.08%
KDP	D	-0.08%
GRMN	B	-0.08%
CTSH	B	-0.08%
REG	B	-0.08%
PAYX	C	-0.08%
LULU	C	-0.08%
MUFG	B	-0.08%
NEM	D	-0.08%
GIS	D	-0.08%
WAB	B	-0.08%
ROK	B	-0.08%
O	D	-0.07%
FIS	C	-0.07%
CINF	A	-0.07%
BXP	D	-0.07%
RVTY	F	-0.07%
UPS	C	-0.07%
TRMB	B	-0.07%
CCI	D	-0.07%
RF	A	-0.07%
HSBH	B	-0.07%
WRB	A	-0.07%
EQR	B	-0.07%
MKL	A	-0.07%
AFG	A	-0.07%
WIT	A	-0.07%
WTW	B	-0.07%
RMD	C	-0.07%
CHTR	C	-0.07%
YUM	B	-0.07%
A	D	-0.06%
MTD	D	-0.06%
TCOM	B	-0.06%
LEN	D	-0.06%
GILD	C	-0.06%
IDXX	F	-0.06%
KEYS	A	-0.06%
HUM	C	-0.06%
CPAY	A	-0.05%
LYV	A	-0.05%
NTRS	A	-0.05%
ZBH	C	-0.05%
ABNB	C	-0.05%
HOLX	D	-0.05%
GPN	B	-0.05%
TROW	B	-0.05%
HSY	F	-0.05%
ULTA	F	-0.05%
HSIC	B	-0.05%
ENPH	F	-0.05%
ILMN	D	-0.04%
RJF	A	-0.04%
DXCM	D	-0.04%
NSC	B	-0.04%
FOXA	B	-0.04%
UHAL	D	-0.04%
BCS	C	-0.04%
XPEV	C	-0.04%
NDAQ	A	-0.04%
EXR	D	-0.04%
IEX	B	-0.04%
ALGN	D	-0.03%
EFX	F	-0.03%
WDAY	B	-0.03%
STE	F	-0.03%
NVR	D	-0.03%
AZN	D	-0.03%
VICI	C	-0.03%
MNST	C	-0.03%
AVTR	F	-0.03%
XRX	F	-0.03%
CCEP	C	-0.03%
EG	C	-0.03%
SBAC	D	-0.03%
VEEV	C	-0.03%
CARR	D	-0.03%
LKQ	D	-0.03%
ERIE	D	-0.03%
BIIB	F	-0.03%
OMC	C	-0.03%
FOX	A	-0.03%
EL	F	-0.03%
ALNY	D	-0.03%
BIDU	F	-0.03%
BURL	A	-0.03%
STZ	D	-0.03%
Z	A	-0.02%
CG	A	-0.02%
NIO	F	-0.02%
ANSS	B	-0.02%
ALLY	C	-0.02%
VMC	B	-0.02%
BMRN	D	-0.02%
RPRX	D	-0.02%
TFX	F	-0.02%
STT	A	-0.02%
SNA	A	-0.02%
WST	C	-0.02%
HBAN	A	-0.02%
WAT	B	-0.02%
DGX	A	-0.02%
SEIC	B	-0.02%
ZM	B	-0.02%
ZBRA	B	-0.02%
PODD	C	-0.02%
BCH	F	-0.02%
ASAI	F	-0.02%
CTLT	B	-0.02%
BAX	D	-0.02%
MAR	B	-0.02%
SNOW	C	-0.02%
ODFL	B	-0.02%
DLTR	F	-0.02%
LH	C	-0.02%
POOL	C	-0.02%
CSGP	D	-0.02%
MMM	D	-0.02%
SQ	B	-0.02%
TGT	F	-0.02%
MBAVU	D	-0.01%
QGEN	D	-0.01%
EXAS	D	-0.01%
SWKS	F	-0.01%
MTCH	D	-0.01%
BBWI	D	-0.01%
WYNN	D	-0.01%
RIVN	F	-0.01%
SUI	D	-0.01%
NXPI	D	-0.01%
JKHY	D	-0.01%
TECH	D	-0.01%
BIO	D	-0.01%
SNAP	C	-0.01%
ALB	C	-0.01%
C	A	-0.01%
PAYC	B	-0.01%
EPAM	C	-0.01%
KVUE	A	-0.01%
MAS	D	-0.01%
CLX	B	-0.01%
DOC	D	-0.01%
MKC	D	-0.01%
MRNA	F	-0.01%
MKTX	D	-0.01%
SQ	B	-0.01%
FDS	B	-0.01%
TRU	D	-0.01%
EA	A	-0.01%
NBIX	C	-0.01%
IPG	D	-0.01%
PINS	D	-0.01%
KB	B	-0.01%
WPC	D	-0.01%
INCY	C	-0.01%
VRSN	F	-0.01%
QFIN	B	-0.01%
DOCU	A	-0.01%
LYG	F	-0.01%
TEVA	D	-0.01%
NIO	F	-0.0%
WIT	A	-0.0%