JMOM vs. SFYX ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to SoFi Next 500 ETF (SFYX)

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

SFYX

SoFi Next 500 ETF

SFYX Description

The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US Next 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of the 500 smallest of the 1,000 largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$14.22

Average Daily Volume

33,850

Number of Holdings ^*

483

* may have additional holdings in another (foreign) market

Performance

Period	JMOM	SFYX
30 Days	3.06%	4.10%
60 Days	5.65%	3.95%
90 Days	5.92%	7.22%
12 Months	36.10%	21.01%

89 Overlapping Holdings

Symbol	Grade	Weight in JMOM	Weight in SFYX	Overlap
ALSN	B	0.22%	0.18%	0.18%
AM	C	0.2%	0.16%	0.16%
AN	D	0.19%	0.11%	0.11%
APPF	D	0.09%	0.35%	0.09%
ARMK	B	0.16%	0.29%	0.16%
AYI	B	0.01%	0.14%	0.01%
AZEK	C	0.15%	0.21%	0.15%
BLD	D	0.16%	0.22%	0.16%
BRBR	C	0.12%	0.21%	0.12%
BSY	D	0.15%	0.32%	0.15%
BWXT	D	0.19%	0.19%	0.19%
CACC	F	0.08%	0.12%	0.08%
CACI	B	0.26%	0.21%	0.21%
CASY	D	0.25%	0.24%	0.24%
CELH	F	0.13%	0.45%	0.13%
CNM	F	0.17%	0.14%	0.14%
COHR	C	0.13%	0.13%	0.13%
CRUS	D	0.13%	0.12%	0.12%
CVNA	B	0.3%	0.21%	0.21%
CW	B	0.18%	0.25%	0.18%
DINO	F	0.15%	0.14%	0.14%
DKS	D	0.23%	0.24%	0.23%
DTM	B	0.18%	0.14%	0.14%
EHC	C	0.13%	0.22%	0.13%
EME	B	0.26%	0.41%	0.26%
ESTC	F	0.13%	0.23%	0.13%
EVR	A	0.11%	0.16%	0.11%
EXP	B	0.23%	0.17%	0.17%
FFIV	B	0.16%	0.3%	0.16%
FRPT	B	0.24%	0.23%	0.23%
FTI	D	0.23%	0.7%	0.23%
FYBR	C	0.09%	0.13%	0.09%
GAP	F	0.17%	0.27%	0.17%
GNTX	F	0.04%	0.18%	0.04%
GWRE	A	0.27%	0.49%	0.27%
H	C	0.17%	0.16%	0.16%
HEI	B	0.13%	0.44%	0.13%
HII	D	0.11%	0.22%	0.11%
HRB	C	0.12%	0.17%	0.12%
IBKR	B	0.19%	0.62%	0.19%
INFA	D	0.09%	0.18%	0.09%
INGR	B	0.21%	0.18%	0.18%
JBL	D	0.18%	0.24%	0.18%
JEF	B	0.28%	0.26%	0.26%
JNPR	B	0.24%	0.29%	0.24%
LECO	F	0.02%	0.24%	0.02%
LII	B	0.27%	0.42%	0.27%
LPX	B	0.11%	0.09%	0.09%
MANH	B	0.25%	0.51%	0.25%
MEDP	F	0.19%	0.31%	0.19%
MORN	C	0.0%	0.4%	0.0%
MTG	B	0.11%	0.11%	0.11%
MTSI	D	0.11%	0.12%	0.11%
NI	B	0.23%	0.25%	0.23%
NTNX	C	0.27%	0.75%	0.27%
NVT	D	0.19%	0.25%	0.19%
OC	D	0.22%	0.24%	0.22%
OLED	C	0.09%	0.16%	0.09%
ONTO	D	0.16%	0.13%	0.13%
ORI	B	0.14%	0.15%	0.14%
PAG	D	0.17%	0.2%	0.17%
PNR	B	0.06%	0.28%	0.06%
POST	C	0.24%	0.15%	0.15%
PRI	B	0.14%	0.19%	0.14%
PSN	B	0.14%	0.34%	0.14%
PSTG	F	0.18%	0.71%	0.18%
R	A	0.17%	0.09%	0.09%
RGA	C	0.25%	0.35%	0.25%
RPM	B	0.13%	0.3%	0.13%
RYAN	D	0.13%	0.38%	0.13%
SAIA	D	0.17%	0.3%	0.17%
SAIC	C	0.25%	0.13%	0.13%
SLM	D	0.03%	0.12%	0.03%
SNX	D	0.13%	0.17%	0.13%
STAG	C	0.08%	0.15%	0.08%
THC	A	0.28%	0.29%	0.28%
TKR	D	0.01%	0.11%	0.01%
TOL	B	0.28%	0.26%	0.26%
TPR	C	0.18%	0.19%	0.18%
TPX	C	0.21%	0.16%	0.16%
TW	B	0.14%	0.32%	0.14%
UNM	B	0.25%	0.2%	0.2%
USFD	B	0.24%	0.35%	0.24%
VNT	F	0.04%	0.09%	0.04%
VVV	D	0.09%	0.06%	0.06%
WFRD	F	0.1%	0.36%	0.1%
WING	B	0.23%	0.3%	0.23%
WSO	C	0.18%	0.26%	0.18%
XPO	D	0.22%	0.3%	0.22%

JMOM Overweight 185 Positions Relative to SFYX

Symbol	Grade	Weight
BRK.A	C	2.23%
LLY	C	2.02%
META	B	1.98%
MSFT	C	1.85%
AAPL	C	1.8%
AVGO	C	1.69%
GOOGL	D	1.66%
COST	B	1.63%
NVDA	D	1.62%
UNH	C	1.59%
HD	B	1.45%
ABBV	C	1.43%
TMO	B	1.07%
CRM	D	1.04%
ADBE	F	1.0%
IBM	B	0.92%
ORCL	C	0.92%
GE	B	0.86%
AMD	D	0.84%
DHR	B	0.83%
ISRG	B	0.83%
INTU	C	0.81%
QCOM	D	0.8%
NOW	B	0.8%
CAT	B	0.79%
NFLX	B	0.76%
PGR	B	0.76%
TJX	B	0.69%
AMAT	D	0.68%
SYK	C	0.68%
CB	B	0.65%
BSX	B	0.65%
UBER	C	0.63%
VRTX	D	0.63%
MMC	C	0.62%
BKNG	C	0.62%
COP	D	0.61%
AMZN	C	0.61%
MDLZ	B	0.59%
ETN	C	0.59%
PANW	D	0.57%
TMUS	C	0.56%
KLAC	D	0.52%
WELL	C	0.52%
ANET	B	0.5%
KKR	B	0.5%
WM	D	0.5%
PLTR	B	0.49%
CTAS	B	0.49%
GD	B	0.49%
MSI	B	0.49%
PH	B	0.49%
MU	F	0.47%
TDG	B	0.46%
LRCX	F	0.46%
ADI	C	0.45%
CMG	C	0.43%
AJG	D	0.43%
AXP	B	0.43%
APH	D	0.43%
ORLY	C	0.42%
ROP	C	0.41%
MCK	F	0.41%
FICO	B	0.41%
SPG	B	0.41%
AFL	C	0.41%
WMB	B	0.41%
AZO	D	0.4%
MPC	F	0.4%
SNPS	D	0.4%
CDNS	D	0.39%
MRVL	C	0.39%
DLR	B	0.39%
CBRE	A	0.39%
IRM	C	0.38%
PSX	F	0.38%
SPOT	B	0.38%
DASH	C	0.38%
APO	C	0.38%
HLT	B	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%
RSG	D	0.36%
GWW	B	0.36%
NU	B	0.36%
ICE	C	0.35%
RCL	B	0.35%
PCAR	D	0.35%
TRGP	B	0.35%
MPWR	C	0.34%
IT	B	0.33%
PHM	B	0.33%
BRO	C	0.32%
CBOE	C	0.32%
CRWD	D	0.32%
IQV	C	0.32%
CPRT	D	0.32%
AXON	B	0.31%
PWR	B	0.31%
ARES	B	0.3%
APP	C	0.3%
CAH	C	0.3%
GDDY	C	0.29%
FANG	D	0.29%
GEV	B	0.28%
CDW	D	0.28%
CHD	D	0.28%
BLDR	C	0.27%
TXN	C	0.27%
VST	C	0.27%
VLO	F	0.27%
NUE	F	0.27%
BAH	C	0.27%
ED	C	0.27%
BR	D	0.27%
HUBB	B	0.27%
HCA	B	0.26%
VRT	C	0.26%
KR	C	0.26%
NTAP	D	0.26%
MOH	D	0.25%
PG	C	0.25%
CEG	C	0.25%
HUBS	D	0.25%
DELL	D	0.25%
PTC	D	0.25%
DECK	C	0.25%
RS	D	0.24%
MRK	D	0.24%
LDOS	B	0.24%
MSTR	D	0.24%
WY	C	0.23%
SO	B	0.23%
AKAM	D	0.23%
WDC	D	0.23%
COIN	F	0.23%
EQIX	C	0.22%
DHI	B	0.22%
KO	C	0.22%
STLD	F	0.21%
TYL	C	0.21%
MCHP	F	0.21%
GLW	C	0.21%
CNP	C	0.2%
HPQ	D	0.2%
TXT	D	0.2%
SCCO	D	0.2%
LIN	B	0.19%
DKNG	C	0.19%
ZS	F	0.18%
INVH	C	0.18%
CL	D	0.18%
T	C	0.18%
WLK	D	0.18%
STZ	D	0.18%
KD	D	0.17%
TSCO	C	0.17%
SMCI	F	0.17%
ROL	C	0.17%
PEP	C	0.15%
PINS	F	0.15%
TER	D	0.15%
SSNC	B	0.14%
HPE	D	0.14%
AVT	C	0.13%
LOPE	D	0.13%
FE	C	0.13%
ECL	B	0.12%
SPB	C	0.12%
VRSK	D	0.11%
VLTO	C	0.11%
SRE	C	0.08%
FDX	C	0.08%
WSM	D	0.08%
AGO	C	0.06%
DXCM	F	0.05%
FCNCA	D	0.05%
VSTS	D	0.03%
BG	D	0.01%
CSCO	C	0.0%

JMOM Underweight 394 Positions Relative to SFYX

Symbol	Grade	Weight
DT	C	-0.91%
OWL	C	-0.78%
TAP	D	-0.67%
KIM	C	-0.62%
TKO	B	-0.6%
RRX	C	-0.59%
HOOD	C	-0.58%
RIVN	F	-0.57%
NRG	C	-0.55%
WYNN	D	-0.53%
KNSL	C	-0.52%
NCLH	C	-0.51%
PEN	D	-0.46%
RCM	C	-0.43%
EWBC	D	-0.42%
ACM	B	-0.42%
NTRA	C	-0.42%
UTHR	C	-0.41%
AAL	D	-0.41%
LNTH	D	-0.41%
SRPT	D	-0.4%
NBIX	F	-0.39%
ACHC	C	-0.39%
ITCI	D	-0.39%
GTLS	F	-0.38%
ELF	F	-0.38%
TOST	C	-0.37%
DUOL	B	-0.37%
SN	B	-0.37%
DAY	D	-0.36%
SOFI	C	-0.36%
ANF	D	-0.36%
TTEK	C	-0.36%
LNW	B	-0.35%
AGNC	B	-0.35%
IVZ	B	-0.34%
NOV	F	-0.34%
GMED	D	-0.34%
TPL	B	-0.34%
CADE	C	-0.33%
REXR	C	-0.33%
PCTY	C	-0.33%
FNF	B	-0.32%
FIX	B	-0.32%
SRCL	A	-0.32%
IOT	B	-0.31%
EQT	D	-0.31%
AVTR	B	-0.31%
GLPI	C	-0.3%
AMH	C	-0.3%
CNH	D	-0.3%
PCOR	F	-0.3%
ALLY	F	-0.3%
PNFP	B	-0.3%
WBS	D	-0.3%
THG	B	-0.29%
TDW	F	-0.29%
PR	F	-0.29%
GGG	C	-0.29%
CHDN	C	-0.29%
JAZZ	D	-0.28%
ALLE	B	-0.28%
PATH	D	-0.28%
UHS	B	-0.28%
TRMB	C	-0.28%
U	D	-0.28%
AIZ	B	-0.28%
WAL	B	-0.28%
APG	D	-0.28%
HQY	C	-0.28%
ELS	C	-0.28%
REG	C	-0.27%
PFGC	B	-0.27%
BILL	D	-0.27%
FHN	D	-0.27%
SMAR	C	-0.27%
INSP	C	-0.27%
WWD	D	-0.27%
WTFC	B	-0.27%
AFRM	C	-0.27%
NDSN	C	-0.27%
CUBE	B	-0.26%
CZR	C	-0.26%
EDR	A	-0.26%
ALKS	C	-0.26%
MTZ	B	-0.25%
TXRH	C	-0.25%
AFG	B	-0.25%
OSK	F	-0.25%
APLS	F	-0.25%
DVA	B	-0.25%
AOS	D	-0.25%
KRG	B	-0.24%
COTY	F	-0.24%
UI	B	-0.24%
EGP	B	-0.24%
CRBG	D	-0.24%
AL	D	-0.24%
WEX	C	-0.24%
ST	D	-0.24%
CFR	C	-0.23%
CMA	B	-0.23%
ADTN	D	-0.23%
ITT	B	-0.23%
MSA	D	-0.23%
MTCH	C	-0.23%
ENSG	B	-0.23%
BRKR	D	-0.23%
BFAM	C	-0.23%
CLH	A	-0.23%
CBSH	C	-0.22%
ALK	C	-0.22%
ADC	C	-0.22%
HALO	C	-0.22%
AAON	B	-0.22%
PRGO	D	-0.22%
FLR	D	-0.22%
S	C	-0.22%
IPG	C	-0.22%
JLL	B	-0.22%
RMBS	F	-0.22%
BXP	B	-0.22%
BOKF	B	-0.22%
COLB	B	-0.22%
PNW	C	-0.22%
CPT	B	-0.22%
PPC	D	-0.21%
EXEL	C	-0.21%
LAMR	B	-0.21%
FND	C	-0.21%
DOX	C	-0.21%
POOL	C	-0.21%
ACI	F	-0.2%
OZK	D	-0.2%
CHE	C	-0.2%
SNV	C	-0.2%
OHI	B	-0.2%
PEGA	C	-0.2%
ZION	D	-0.2%
BJ	D	-0.2%
SSB	B	-0.2%
ATR	B	-0.2%
BIO	C	-0.2%
XRAY	D	-0.2%
SFM	B	-0.2%
NWSA	D	-0.2%
CG	D	-0.2%
EQH	C	-0.2%
ONB	C	-0.2%
SCI	B	-0.2%
ATI	C	-0.2%
PB	B	-0.19%
SF	A	-0.19%
TECH	C	-0.19%
PLNT	B	-0.19%
GPK	B	-0.19%
RLI	B	-0.19%
RHP	C	-0.19%
CRL	F	-0.19%
MKTX	C	-0.19%
VOYA	B	-0.19%
SPSC	D	-0.18%
RGLD	C	-0.18%
FCN	D	-0.18%
ZWS	A	-0.18%
MUSA	D	-0.18%
AXS	B	-0.18%
STWD	B	-0.18%
NYT	C	-0.18%
LEA	F	-0.18%
FOXA	B	-0.18%
GTLB	D	-0.18%
NNN	C	-0.18%
CIEN	C	-0.18%
WMS	D	-0.18%
RBC	C	-0.18%
FR	B	-0.17%
AIT	A	-0.17%
WSC	D	-0.17%
AXTA	B	-0.17%
HSIC	C	-0.17%
Z	B	-0.17%
ETSY	F	-0.17%
GL	C	-0.17%
FRT	C	-0.17%
LAD	D	-0.17%
IONS	F	-0.17%
ROKU	C	-0.17%
WTRG	D	-0.17%
SKX	D	-0.17%
CROX	D	-0.17%
CCK	A	-0.17%
SWX	C	-0.16%
TENB	F	-0.16%
KEX	C	-0.16%
FLS	D	-0.16%
QGEN	C	-0.16%
CR	C	-0.16%
PVH	F	-0.16%
FN	D	-0.16%
AGCO	D	-0.16%
SEIC	C	-0.16%
DCI	C	-0.16%
DNB	C	-0.16%
CFLT	F	-0.15%
UBSI	B	-0.15%
KNX	C	-0.15%
TRNO	C	-0.15%
SSD	D	-0.15%
WHR	D	-0.15%
WCC	D	-0.15%
EXLS	B	-0.15%
HOMB	B	-0.15%
OVV	F	-0.15%
SIGI	D	-0.15%
CHRW	B	-0.15%
MTN	D	-0.15%
VLY	C	-0.15%
HLI	B	-0.15%
SUM	D	-0.14%
CHX	F	-0.14%
VRNS	C	-0.14%
MIDD	D	-0.14%
LSCC	D	-0.14%
FSS	D	-0.14%
KBR	D	-0.14%
OPCH	C	-0.14%
VNO	B	-0.14%
GNRC	D	-0.14%
CWST	D	-0.14%
TTC	D	-0.14%
SW	B	-0.14%
BRX	B	-0.14%
BERY	B	-0.13%
TREX	D	-0.13%
CHH	C	-0.13%
REYN	C	-0.13%
MAT	C	-0.13%
HUN	D	-0.13%
M	F	-0.13%
GKOS	C	-0.13%
LBRDK	F	-0.13%
BL	D	-0.13%
ESNT	B	-0.13%
SITE	C	-0.13%
BPMC	F	-0.13%
APA	F	-0.13%
GXO	D	-0.13%
RL	C	-0.13%
MMSI	B	-0.13%
BYD	C	-0.13%
NSIT	D	-0.12%
HXL	F	-0.12%
FIVE	D	-0.12%
CNXC	F	-0.12%
ESI	D	-0.12%
BWA	D	-0.12%
LYFT	D	-0.12%
RGEN	F	-0.12%
CLF	F	-0.12%
DBX	D	-0.12%
ESAB	C	-0.12%
IRT	B	-0.12%
KNF	B	-0.11%
HP	F	-0.11%
ACT	B	-0.11%
IPAR	F	-0.11%
OGE	C	-0.11%
AWI	B	-0.11%
MTH	A	-0.11%
ORA	C	-0.11%
QLYS	F	-0.11%
TNET	F	-0.11%
MMS	C	-0.11%
FFIN	B	-0.11%
MASI	F	-0.11%
RYN	C	-0.11%
BBWI	F	-0.11%
AMKR	F	-0.11%
LCID	C	-0.11%
IBP	D	-0.11%
X	F	-0.11%
FAF	B	-0.11%
CHRD	F	-0.11%
GBCI	B	-0.11%
MTDR	F	-0.11%
NEU	D	-0.11%
FMC	C	-0.11%
CTLT	B	-0.11%
RDN	C	-0.1%
UFPI	C	-0.1%
ZI	D	-0.1%
NXST	D	-0.1%
OMF	D	-0.1%
CBT	B	-0.1%
OGN	D	-0.1%
CIVI	F	-0.1%
EEFT	D	-0.1%
FLO	C	-0.1%
SLGN	B	-0.1%
LFUS	C	-0.1%
RHI	D	-0.1%
POR	C	-0.1%
BCPC	C	-0.1%
HOG	C	-0.1%
ARW	C	-0.1%
WH	B	-0.1%
LNC	D	-0.1%
WTS	C	-0.1%
VMI	D	-0.1%
ALGM	F	-0.1%
BECN	D	-0.1%
IDA	C	-0.1%
CHK	D	-0.1%
MHK	C	-0.1%
DAR	F	-0.1%
LANC	D	-0.1%
MLI	A	-0.1%
TMHC	A	-0.1%
EXPO	A	-0.09%
DLB	D	-0.09%
HAE	F	-0.09%
FIZZ	D	-0.09%
AAP	F	-0.09%
GTES	C	-0.09%
BC	C	-0.09%
WK	D	-0.09%
IGT	D	-0.09%
COLD	D	-0.09%
VFC	C	-0.09%
W	D	-0.09%
CMC	D	-0.09%
DV	F	-0.09%
SON	C	-0.09%
CGNX	F	-0.09%
CYTK	F	-0.08%
SMG	C	-0.08%
HGV	F	-0.08%
ABG	D	-0.08%
AR	F	-0.08%
PARA	F	-0.08%
SWN	D	-0.08%
RIG	F	-0.08%
COOP	C	-0.08%
MKSI	F	-0.08%
RRC	D	-0.08%
CPRI	D	-0.08%
MUR	F	-0.08%
COLM	C	-0.08%
LSTR	D	-0.08%
AMG	C	-0.08%
SEE	D	-0.08%
PII	D	-0.08%
ELAN	D	-0.08%
TDC	F	-0.08%
MSM	D	-0.08%
HAS	B	-0.08%
WMG	D	-0.08%
MDU	C	-0.07%
RH	B	-0.07%
DXC	C	-0.07%
OLN	D	-0.07%
NFE	F	-0.07%
NFG	B	-0.07%
ASO	C	-0.07%
DDS	F	-0.07%
WEN	C	-0.07%
IAC	C	-0.07%
FIVN	F	-0.07%
WU	F	-0.07%
ASGN	D	-0.07%
BCC	B	-0.07%
ASH	D	-0.07%
RVMD	C	-0.07%
THO	D	-0.07%
KRC	B	-0.07%
AA	D	-0.06%
IPGP	F	-0.06%
PBF	F	-0.06%
MGY	C	-0.06%
OGS	B	-0.06%
SM	F	-0.06%
JXN	A	-0.06%
NSP	F	-0.06%
BKH	B	-0.06%
CC	F	-0.05%
ALIT	D	-0.05%
ATKR	F	-0.05%
VAC	F	-0.05%
NJR	B	-0.05%
UGI	C	-0.05%
POWI	F	-0.04%
SLAB	D	-0.04%
CAR	F	-0.04%