JMOM vs. PBP ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to PowerShares S&P 500 BuyWrite Portfolio (PBP)
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
PBP

PowerShares S&P 500 BuyWrite Portfolio

PBP Description The PowerShares S&P 500 BuyWrite Portfolio (Fund) is based on the CBOE S&P 500 BuyWrite IndexTM (Index). The Fund generally will invest at least 90% of its total assets in securities that comprise the Index, including at least 80% of its total assets in common stocks of the 500 companies included in the S&P 500® Index and will write (sell) call options thereon. The Index measures the total rate of return of an S&P 500 covered call strategy. This strategy consists of holding a portfolio indexed to the S&P 500 (Reference Index) and selling a succession of written options, each with an exercise price at or above the prevailing price level of the S&P 500. Dividends paid on the component stocks underlying the S&P 500 and the dollar value of option premiums received from written options are reinvested. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$23.15

Average Daily Volume

20,950

Number of Holdings *

499

* may have additional holdings in another (foreign) market
Performance
Period JMOM PBP
30 Days 5.45% 1.82%
60 Days 7.40% 2.59%
90 Days 9.79% 4.17%
12 Months 41.42% 18.42%
160 Overlapping Holdings
Symbol Grade Weight in JMOM Weight in PBP Overlap
AAPL C 1.75% 7.01% 1.75%
ABBV D 1.05% 0.61% 0.61%
ACGL D 0.28% 0.08% 0.08%
ADI D 0.51% 0.21% 0.21%
AFL B 0.36% 0.11% 0.11%
AJG B 0.36% 0.13% 0.13%
ALL A 0.35% 0.1% 0.1%
AMAT F 0.66% 0.31% 0.31%
AMD F 0.77% 0.45% 0.45%
AMP A 0.41% 0.11% 0.11%
AMZN C 0.64% 3.99% 0.64%
ANET C 0.54% 0.2% 0.2%
APH A 0.48% 0.18% 0.18%
AVGO D 2.21% 1.6% 1.6%
AXON A 0.43% 0.09% 0.09%
AXP A 0.72% 0.33% 0.33%
AZO C 0.35% 0.1% 0.1%
BK A 0.39% 0.12% 0.12%
BKNG A 0.72% 0.34% 0.34%
BR A 0.02% 0.05% 0.02%
BRK.A B 1.78% 1.73% 1.73%
BRO B 0.27% 0.05% 0.05%
BSX B 0.6% 0.26% 0.26%
CAH B 0.28% 0.06% 0.06%
CAT B 0.81% 0.38% 0.38%
CB C 0.52% 0.22% 0.22%
CBOE B 0.23% 0.04% 0.04%
CBRE B 0.34% 0.08% 0.08%
CEG D 0.42% 0.14% 0.14%
CHD B 0.23% 0.05% 0.05%
CL D 0.38% 0.15% 0.15%
CMG B 0.41% 0.17% 0.17%
COP C 0.59% 0.27% 0.27%
COR B 0.32% 0.09% 0.09%
COST B 1.46% 0.83% 0.83%
CPRT A 0.34% 0.1% 0.1%
CRM B 1.26% 0.65% 0.65%
CRWD B 0.5% 0.16% 0.16%
CTAS B 0.44% 0.15% 0.15%
DECK A 0.29% 0.05% 0.05%
DELL C 0.35% 0.08% 0.08%
DHI D 0.16% 0.1% 0.1%
DHR F 0.62% 0.31% 0.31%
DLR B 0.39% 0.11% 0.11%
ECL D 0.38% 0.13% 0.13%
ED D 0.21% 0.07% 0.07%
EQIX A 0.0% 0.17% 0.0%
ESS B 0.1% 0.04% 0.04%
ETN A 0.69% 0.29% 0.29%
FANG D 0.28% 0.07% 0.07%
FE C 0.1% 0.04% 0.04%
FFIV B 0.26% 0.03% 0.03%
FI A 0.25% 0.25% 0.25%
FICO B 0.42% 0.12% 0.12%
GD F 0.43% 0.15% 0.15%
GDDY A 0.3% 0.05% 0.05%
GE D 0.84% 0.39% 0.39%
GEN B 0.26% 0.03% 0.03%
GEV B 0.39% 0.18% 0.18%
GLW B 0.32% 0.07% 0.07%
GOOGL C 1.82% 2.08% 1.82%
GS A 0.54% 0.38% 0.38%
GWW B 0.39% 0.11% 0.11%
HCA F 0.2% 0.13% 0.13%
HD A 1.39% 0.81% 0.81%
HIG B 0.27% 0.07% 0.07%
HII D 0.08% 0.02% 0.02%
HLT A 0.4% 0.12% 0.12%
HPE B 0.18% 0.06% 0.06%
HPQ B 0.2% 0.07% 0.07%
HUBB B 0.29% 0.05% 0.05%
HWM A 0.37% 0.09% 0.09%
IBM C 0.8% 0.39% 0.39%
ICE C 0.28% 0.18% 0.18%
IFF D 0.19% 0.05% 0.05%
INTU C 0.79% 0.4% 0.4%
INVH D 0.04% 0.04% 0.04%
IQV D 0.25% 0.07% 0.07%
IRM D 0.29% 0.07% 0.07%
ISRG A 0.8% 0.39% 0.39%
IT C 0.33% 0.08% 0.08%
JNPR F 0.2% 0.03% 0.03%
KKR A 0.55% 0.21% 0.21%
KLAC D 0.44% 0.18% 0.18%
KO D 0.17% 0.49% 0.17%
KR B 0.26% 0.08% 0.08%
LDOS C 0.31% 0.05% 0.05%
LIN D 0.2% 0.44% 0.2%
LLY F 1.57% 1.25% 1.25%
LOW D 0.34% 0.31% 0.31%
LRCX F 0.44% 0.2% 0.2%
MCK B 0.47% 0.16% 0.16%
META D 2.02% 2.55% 2.02%
MOH F 0.21% 0.04% 0.04%
MPC D 0.35% 0.11% 0.11%
MPWR F 0.22% 0.06% 0.06%
MRK F 0.17% 0.5% 0.17%
MSFT F 1.85% 6.41% 1.85%
MSI B 0.46% 0.17% 0.17%
MU D 0.5% 0.22% 0.22%
NFLX A 0.83% 0.73% 0.73%
NI A 0.21% 0.03% 0.03%
NOW A 0.9% 0.43% 0.43%
NRG B 0.27% 0.04% 0.04%
NTAP C 0.26% 0.05% 0.05%
NVDA C 2.48% 7.29% 2.48%
ORCL B 0.94% 0.6% 0.6%
ORLY B 0.39% 0.14% 0.14%
PANW C 0.6% 0.26% 0.26%
PCAR B 0.37% 0.12% 0.12%
PEG A 0.06% 0.09% 0.06%
PG A 0.19% 0.8% 0.19%
PGR A 0.67% 0.31% 0.31%
PH A 0.5% 0.18% 0.18%
PHM D 0.26% 0.05% 0.05%
PLTR B 0.74% 0.24% 0.24%
PM B 0.79% 0.4% 0.4%
PNR A 0.06% 0.04% 0.04%
PSX C 0.35% 0.11% 0.11%
PTC A 0.28% 0.05% 0.05%
PWR A 0.38% 0.1% 0.1%
QCOM F 0.75% 0.37% 0.37%
RCL A 0.44% 0.11% 0.11%
ROL B 0.15% 0.03% 0.03%
ROP B 0.36% 0.12% 0.12%
RSG A 0.32% 0.09% 0.09%
SMCI F 0.08% 0.02% 0.02%
SNPS B 0.11% 0.17% 0.11%
SO D 0.19% 0.19% 0.19%
SPG B 0.37% 0.11% 0.11%
SRE A 0.07% 0.12% 0.07%
STLD B 0.25% 0.04% 0.04%
SYK C 0.62% 0.27% 0.27%
T A 0.22% 0.32% 0.22%
TDG D 0.42% 0.14% 0.14%
TER D 0.12% 0.04% 0.04%
TJX A 0.6% 0.27% 0.27%
TMO F 0.79% 0.41% 0.41%
TMUS B 0.59% 0.24% 0.24%
TPR B 0.19% 0.03% 0.03%
TRGP B 0.36% 0.08% 0.08%
TSCO D 0.15% 0.06% 0.06%
TT A 0.51% 0.19% 0.19%
TXN C 0.78% 0.38% 0.38%
TXT D 0.18% 0.03% 0.03%
TYL B 0.27% 0.05% 0.05%
UBER D 0.57% 0.3% 0.3%
UHS D 0.19% 0.02% 0.02%
UNH C 1.34% 1.11% 1.11%
URI B 0.4% 0.12% 0.12%
VLO C 0.25% 0.09% 0.09%
VLTO D 0.09% 0.05% 0.05%
VRSK A 0.1% 0.08% 0.08%
VRTX F 0.59% 0.25% 0.25%
VST B 0.49% 0.1% 0.1%
VTR C 0.26% 0.05% 0.05%
WDC D 0.25% 0.04% 0.04%
WELL A 0.45% 0.16% 0.16%
WM A 0.47% 0.16% 0.16%
WMB A 0.44% 0.14% 0.14%
JMOM Overweight 111 Positions Relative to PBP
Symbol Grade Weight
APP B 0.82%
MSTR C 0.67%
MRVL B 0.48%
SPOT B 0.47%
DASH A 0.44%
COIN C 0.44%
VRT B 0.44%
CVNA B 0.4%
TTD B 0.4%
NU C 0.36%
EME C 0.32%
XPO B 0.31%
ARES A 0.31%
COHR B 0.3%
CW B 0.28%
BAH F 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%
GWRE A 0.26%
NTNX A 0.26%
MANH D 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%
HEI B 0.23%
SSNC B 0.23%
THC D 0.23%
SAIC F 0.22%
CASY A 0.22%
FRPT B 0.22%
NVT B 0.22%
CNM D 0.21%
INGR B 0.21%
TPX B 0.21%
SN D 0.2%
DKS C 0.2%
R B 0.2%
SCCO F 0.2%
PSTG D 0.19%
ONTO D 0.19%
KD B 0.19%
AM A 0.19%
WSO A 0.19%
POST C 0.18%
AN C 0.18%
GAP C 0.18%
MEDP D 0.18%
WING D 0.18%
DKNG B 0.18%
UNM A 0.17%
WLK D 0.16%
H B 0.16%
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%
TW A 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%
MTG C 0.1%
PPC C 0.1%
VKTX F 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%
INFA D 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%
FYBR D 0.06%
AWI A 0.06%
AYI B 0.06%
NSA D 0.05%
BSY D 0.05%
FCNCA A 0.05%
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 339 Positions Relative to PBP
Symbol Grade Weight
TSLA B -1.75%
GOOG C -1.72%
JPM A -1.39%
XOM B -1.08%
V A -1.04%
MA C -0.87%
JNJ D -0.74%
WMT A -0.74%
BAC A -0.63%
CVX A -0.56%
WFC A -0.5%
CSCO B -0.47%
ADBE C -0.47%
ACN C -0.46%
PEP F -0.46%
MCD D -0.43%
DIS B -0.4%
ABT B -0.4%
VZ C -0.35%
CMCSA B -0.34%
SPGI C -0.33%
MS A -0.33%
RTX C -0.32%
AMGN D -0.32%
NEE D -0.31%
PFE D -0.3%
HON B -0.3%
UNP C -0.29%
BLK C -0.29%
C A -0.26%
BX A -0.26%
ADP B -0.25%
BMY B -0.24%
SCHW B -0.24%
SBUX A -0.23%
LMT D -0.23%
GILD C -0.23%
INTC D -0.22%
MMC B -0.22%
MDT D -0.22%
PLD D -0.21%
UPS C -0.2%
BA F -0.2%
DE A -0.2%
ELV F -0.19%
MO A -0.19%
MDLZ F -0.18%
PYPL B -0.18%
SHW A -0.18%
CI F -0.18%
NKE D -0.18%
AMT D -0.18%
AON A -0.17%
PNC B -0.17%
REGN F -0.17%
CDNS B -0.17%
DUK C -0.17%
EOG A -0.16%
USB A -0.16%
ZTS D -0.16%
CME A -0.16%
MMM D -0.15%
ITW B -0.15%
EMR A -0.15%
MCO B -0.15%
NOC D -0.14%
CSX B -0.14%
CVS D -0.14%
COF B -0.14%
APD A -0.14%
TGT F -0.14%
TFC A -0.13%
FCX D -0.13%
CARR D -0.13%
OKE A -0.13%
GM B -0.13%
BDX F -0.13%
MAR B -0.13%
FDX B -0.13%
ADSK A -0.13%
JCI C -0.12%
NXPI D -0.12%
TRV B -0.12%
ABNB C -0.12%
NSC B -0.12%
FTNT C -0.12%
SLB C -0.12%
PSA D -0.11%
FAST B -0.1%
LHX C -0.1%
D C -0.1%
ROST C -0.1%
MSCI C -0.1%
FIS C -0.1%
MET A -0.1%
AIG B -0.1%
O D -0.1%
CMI A -0.1%
AEP D -0.1%
KMI A -0.1%
ODFL B -0.09%
BKR B -0.09%
F C -0.09%
DFS B -0.09%
KMB D -0.09%
CCI D -0.09%
AME A -0.09%
PRU A -0.09%
PCG A -0.09%
KVUE A -0.09%
NEM D -0.09%
PAYX C -0.09%
VMC B -0.08%
GEHC F -0.08%
A D -0.08%
STZ D -0.08%
EXC C -0.08%
LULU C -0.08%
CHTR C -0.08%
XEL A -0.08%
YUM B -0.08%
MNST C -0.08%
EA A -0.08%
CTVA C -0.08%
EW C -0.08%
OTIS C -0.08%
CTSH B -0.08%
HES B -0.08%
LEN D -0.08%
IR B -0.08%
DAL C -0.08%
NDAQ A -0.07%
AVB B -0.07%
GRMN B -0.07%
EFX F -0.07%
ROK B -0.07%
VICI C -0.07%
RMD C -0.07%
OXY D -0.07%
HUM C -0.07%
WAB B -0.07%
EXR D -0.07%
DD D -0.07%
NUE C -0.07%
IDXX F -0.07%
MCHP D -0.07%
KDP D -0.07%
MTB A -0.07%
MLM B -0.07%
GIS D -0.07%
SYY B -0.07%
DOV A -0.06%
KHC F -0.06%
STT A -0.06%
ON D -0.06%
PPG F -0.06%
NVR D -0.06%
TTWO A -0.06%
GPN B -0.06%
XYL D -0.06%
RJF A -0.06%
ANSS B -0.06%
DXCM D -0.06%
UAL A -0.06%
WEC A -0.06%
EBAY D -0.06%
CSGP D -0.06%
CNC D -0.06%
DOW F -0.06%
ETR B -0.06%
EIX B -0.06%
FITB A -0.06%
WTW B -0.06%
TDY B -0.05%
ATO A -0.05%
WY D -0.05%
EXPE B -0.05%
CINF A -0.05%
SBAC D -0.05%
AEE A -0.05%
BIIB F -0.05%
RF A -0.05%
CDW F -0.05%
MTD D -0.05%
PPL B -0.05%
CCL B -0.05%
WST C -0.05%
DVN F -0.05%
DTE C -0.05%
SW A -0.05%
EQR B -0.05%
ADM D -0.05%
HBAN A -0.05%
EQT B -0.05%
SYF B -0.05%
AWK D -0.05%
CPAY A -0.05%
HSY F -0.05%
FTV C -0.05%
HAL C -0.05%
TROW B -0.05%
KEYS A -0.05%
TRMB B -0.04%
IEX B -0.04%
DGX A -0.04%
J F -0.04%
KEY B -0.04%
WRB A -0.04%
BBY D -0.04%
HOLX D -0.04%
TSN B -0.04%
ULTA F -0.04%
PODD C -0.04%
PFG D -0.04%
MAA B -0.04%
BALL D -0.04%
CTRA B -0.04%
SNA A -0.04%
MKC D -0.04%
FDS B -0.04%
LUV C -0.04%
CNP B -0.04%
IP B -0.04%
DRI B -0.04%
LH C -0.04%
CMS C -0.04%
LYV A -0.04%
ZBRA B -0.04%
STX D -0.04%
CLX B -0.04%
OMC C -0.04%
CFG B -0.04%
PKG A -0.04%
FSLR F -0.04%
BLDR D -0.04%
NTRS A -0.04%
LYB F -0.04%
K A -0.04%
STE F -0.04%
ES D -0.04%
WBD C -0.04%
ZBH C -0.04%
WAT B -0.04%
INCY C -0.03%
BG F -0.03%
JKHY D -0.03%
CPT B -0.03%
CHRW C -0.03%
CAG D -0.03%
SWK D -0.03%
DLTR F -0.03%
UDR B -0.03%
AKAM D -0.03%
SWKS F -0.03%
MRNA F -0.03%
POOL C -0.03%
NDSN B -0.03%
EPAM C -0.03%
RVTY F -0.03%
APTV D -0.03%
EVRG A -0.03%
JBL B -0.03%
AMCR D -0.03%
JBHT C -0.03%
DOC D -0.03%
VTRS A -0.03%
L A -0.03%
EL F -0.03%
LNT A -0.03%
DPZ C -0.03%
CF B -0.03%
VRSN F -0.03%
ALGN D -0.03%
EG C -0.03%
AVY D -0.03%
MRO B -0.03%
BAX D -0.03%
KIM A -0.03%
ARE D -0.03%
DG F -0.03%
EXPD D -0.03%
LVS C -0.03%
GPC D -0.03%
MAS D -0.03%
BWA D -0.02%
IVZ B -0.02%
MTCH D -0.02%
CE F -0.02%
HAS D -0.02%
APA D -0.02%
MOS F -0.02%
CZR F -0.02%
HSIC B -0.02%
RL B -0.02%
FRT B -0.02%
ENPH F -0.02%
MGM D -0.02%
WYNN D -0.02%
CPB D -0.02%
AOS F -0.02%
HRL D -0.02%
TFX F -0.02%
SOLV C -0.02%
GL B -0.02%
AES F -0.02%
MKTX D -0.02%
CRL C -0.02%
LKQ D -0.02%
PNW B -0.02%
ERIE D -0.02%
CTLT B -0.02%
FOXA B -0.02%
IPG D -0.02%
PAYC B -0.02%
TAP C -0.02%
NWSA B -0.02%
AIZ A -0.02%
GNRC B -0.02%
TECH D -0.02%
BXP D -0.02%
LW C -0.02%
NCLH B -0.02%
EMN D -0.02%
SJM D -0.02%
ALB C -0.02%
REG B -0.02%
DAY B -0.02%
KMX B -0.02%
HST C -0.02%
ALLE D -0.02%
NWS B -0.01%
FOX A -0.01%
WBA F -0.01%
QRVO F -0.01%
BEN C -0.01%
PARA C -0.01%
FMC D -0.01%
DVA B -0.01%
MHK D -0.01%
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