JMOM vs. SPMO ETF Comparison
Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to PowerShares S&P 500 Momentum Portfolio (SPMO)
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
SPMO
PowerShares S&P 500 Momentum Portfolio
SPMO Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.Grade (RS Rating)
Last Trade
$95.58
Average Daily Volume
717,934
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
Performance
| Period | JMOM | SPMO |
|---|---|---|
| 30 Days | 5.45% | 2.84% |
| 60 Days | 7.40% | 5.10% |
| 90 Days | 9.79% | 6.74% |
| 12 Months | 41.42% | 54.82% |
73 Overlapping Holdings
| Symbol | Grade | Weight in JMOM | Weight in SPMO | Overlap | |
|---|---|---|---|---|---|
| AFL | B | 0.36% | 0.38% | 0.36% | |
| AJG | B | 0.36% | 0.44% | 0.36% | |
| ALL | A | 0.35% | 0.46% | 0.35% | |
| AMZN | C | 0.61% | 9.74% | 0.61% | |
| ANET | C | 0.53% | 0.92% | 0.53% | |
| APH | A | 0.48% | 0.65% | 0.48% | |
| AVGO | D | 2.1% | 5.46% | 2.1% | |
| AXON | A | 0.44% | 0.3% | 0.3% | |
| AXP | A | 0.73% | 1.39% | 0.73% | |
| BK | A | 0.39% | 0.54% | 0.39% | |
| BR | A | 0.02% | 0.15% | 0.02% | |
| BRK.A | B | 1.8% | 6.07% | 1.8% | |
| BRO | B | 0.27% | 0.21% | 0.21% | |
| BSX | B | 0.62% | 0.98% | 0.62% | |
| CB | C | 0.53% | 0.84% | 0.53% | |
| CBOE | B | 0.24% | 0.13% | 0.13% | |
| CEG | D | 0.44% | 0.58% | 0.44% | |
| CL | D | 0.4% | 0.62% | 0.4% | |
| CMG | B | 0.42% | 0.47% | 0.42% | |
| COR | B | 0.31% | 0.26% | 0.26% | |
| COST | B | 1.47% | 3.79% | 1.47% | |
| CTAS | B | 0.44% | 0.72% | 0.44% | |
| DECK | A | 0.29% | 0.17% | 0.17% | |
| ECL | D | 0.37% | 0.33% | 0.33% | |
| ETN | A | 0.68% | 0.96% | 0.68% | |
| FANG | D | 0.28% | 0.22% | 0.22% | |
| FI | A | 0.26% | 0.78% | 0.26% | |
| FICO | B | 0.41% | 0.57% | 0.41% | |
| GD | F | 0.39% | 0.55% | 0.39% | |
| GDDY | A | 0.31% | 0.31% | 0.31% | |
| GE | D | 0.82% | 2.09% | 0.82% | |
| GS | A | 0.54% | 1.47% | 0.54% | |
| GWW | B | 0.38% | 0.32% | 0.32% | |
| HIG | B | 0.28% | 0.38% | 0.28% | |
| HLT | A | 0.4% | 0.43% | 0.4% | |
| HWM | A | 0.38% | 0.44% | 0.38% | |
| IBM | C | 0.82% | 1.27% | 0.82% | |
| ICE | C | 0.29% | 0.65% | 0.29% | |
| IRM | D | 0.3% | 0.37% | 0.3% | |
| IT | C | 0.31% | 0.24% | 0.24% | |
| KKR | A | 0.56% | 1.23% | 0.56% | |
| KLAC | D | 0.42% | 0.53% | 0.42% | |
| LDOS | C | 0.26% | 0.21% | 0.21% | |
| LLY | F | 1.47% | 5.19% | 1.47% | |
| MCK | B | 0.48% | 0.81% | 0.48% | |
| META | D | 1.99% | 6.24% | 1.99% | |
| MPC | D | 0.35% | 0.27% | 0.27% | |
| MSI | B | 0.46% | 0.67% | 0.46% | |
| NRG | B | 0.28% | 0.23% | 0.23% | |
| NTAP | C | 0.27% | 0.19% | 0.19% | |
| NVDA | C | 2.5% | 10.2% | 2.5% | |
| PEG | A | 0.06% | 0.27% | 0.06% | |
| PGR | A | 0.67% | 1.61% | 0.67% | |
| PH | A | 0.5% | 0.52% | 0.5% | |
| PHM | D | 0.26% | 0.18% | 0.18% | |
| PSX | C | 0.36% | 0.3% | 0.3% | |
| RCL | A | 0.45% | 0.28% | 0.28% | |
| RSG | A | 0.32% | 0.33% | 0.32% | |
| T | A | 0.23% | 1.15% | 0.23% | |
| TDG | D | 0.4% | 0.56% | 0.4% | |
| TJX | A | 0.6% | 0.99% | 0.6% | |
| TMUS | B | 0.58% | 0.99% | 0.58% | |
| TRGP | B | 0.39% | 0.47% | 0.39% | |
| TT | A | 0.51% | 0.85% | 0.51% | |
| TYL | B | 0.26% | 0.16% | 0.16% | |
| UHS | D | 0.19% | 0.09% | 0.09% | |
| URI | B | 0.39% | 0.36% | 0.36% | |
| VLTO | D | 0.09% | 0.21% | 0.09% | |
| VRTX | F | 0.55% | 0.77% | 0.55% | |
| VST | B | 0.54% | 0.59% | 0.54% | |
| WELL | A | 0.46% | 0.57% | 0.46% | |
| WM | A | 0.47% | 0.44% | 0.44% | |
| WMB | A | 0.46% | 0.45% | 0.45% |
JMOM Overweight 198 Positions Relative to SPMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | 1.82% | |
| GOOGL | C | 1.81% | |
| AAPL | C | 1.8% | |
| HD | A | 1.37% | |
| UNH | C | 1.34% | |
| CRM | B | 1.21% | |
| ABBV | D | 1.04% | |
| MSTR | C | 0.97% | |
| ORCL | B | 0.96% | |
| APP | B | 0.95% | |
| NOW | A | 0.9% | |
| NFLX | A | 0.9% | |
| PM | B | 0.84% | |
| ISRG | A | 0.82% | |
| CAT | B | 0.8% | |
| AMD | F | 0.77% | |
| TMO | F | 0.76% | |
| TXN | C | 0.76% | |
| PLTR | B | 0.76% | |
| QCOM | F | 0.73% | |
| BKNG | A | 0.73% | |
| INTU | C | 0.73% | |
| AMAT | F | 0.63% | |
| SYK | C | 0.62% | |
| DHR | F | 0.61% | |
| PANW | C | 0.6% | |
| COP | C | 0.6% | |
| UBER | D | 0.57% | |
| COIN | C | 0.51% | |
| CRWD | B | 0.51% | |
| ADI | D | 0.51% | |
| VRT | B | 0.5% | |
| MU | D | 0.5% | |
| SPOT | B | 0.48% | |
| MRVL | B | 0.48% | |
| DASH | A | 0.44% | |
| LRCX | F | 0.42% | |
| CVNA | B | 0.41% | |
| AMP | A | 0.41% | |
| GEV | B | 0.41% | |
| DLR | B | 0.41% | |
| PWR | A | 0.39% | |
| TTD | B | 0.39% | |
| SPG | B | 0.38% | |
| ORLY | B | 0.38% | |
| PCAR | B | 0.36% | |
| DELL | C | 0.35% | |
| ROP | B | 0.35% | |
| AZO | C | 0.34% | |
| CPRT | A | 0.33% | |
| LOW | D | 0.33% | |
| EME | C | 0.33% | |
| CBRE | B | 0.33% | |
| ARES | A | 0.32% | |
| GLW | B | 0.32% | |
| NU | C | 0.31% | |
| COHR | B | 0.31% | |
| XPO | B | 0.3% | |
| HUBB | B | 0.29% | |
| JEF | A | 0.28% | |
| GWRE | A | 0.27% | |
| ALSN | B | 0.27% | |
| DTM | B | 0.27% | |
| PTC | A | 0.27% | |
| CAH | B | 0.27% | |
| GEN | B | 0.26% | |
| VLO | C | 0.26% | |
| NTNX | A | 0.26% | |
| FFIV | B | 0.26% | |
| CW | B | 0.26% | |
| IBKR | A | 0.26% | |
| LII | A | 0.26% | |
| VTR | C | 0.26% | |
| ACGL | D | 0.26% | |
| ZS | C | 0.25% | |
| 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% | |
| EVR | B | 0.24% | |
| TOL | B | 0.24% | |
| CHD | B | 0.24% | |
| BAH | F | 0.23% | |
| CASY | A | 0.23% | |
| SSNC | B | 0.23% | |
| IQV | D | 0.23% | |
| MANH | 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% | |
| MPWR | F | 0.21% | |
| SCCO | F | 0.21% | |
| TPR | B | 0.21% | |
| ED | D | 0.21% | |
| AM | A | 0.2% | |
| PSN | D | 0.2% | |
| PG | A | 0.2% | |
| INGR | B | 0.2% | |
| LIN | D | 0.2% | |
| MOH | F | 0.2% | |
| HPQ | B | 0.2% | |
| DKS | C | 0.2% | |
| CACI | D | 0.2% | |
| ONTO | D | 0.19% | |
| POST | C | 0.19% | |
| SO | D | 0.19% | |
| PSTG | D | 0.19% | |
| KD | B | 0.19% | |
| IFF | D | 0.19% | |
| WSO | A | 0.19% | |
| HCA | F | 0.19% | |
| JNPR | F | 0.19% | |
| R | B | 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% | |
| KO | D | 0.17% | |
| TXT | D | 0.17% | |
| UNM | A | 0.17% | |
| MRK | F | 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% | |
| CRUS | D | 0.15% | |
| CRBG | B | 0.15% | |
| MTSI | B | 0.14% | |
| ARMK | B | 0.14% | |
| TSCO | D | 0.14% | |
| AVT | C | 0.13% | |
| SNX | C | 0.13% | |
| BRBR | A | 0.13% | |
| ORI | A | 0.13% | |
| LOPE | B | 0.13% | |
| TER | D | 0.12% | |
| PAG | B | 0.12% | |
| JLL | D | 0.12% | |
| OHI | C | 0.12% | |
| RPM | A | 0.12% | |
| EHC | B | 0.12% | |
| SPB | C | 0.11% | |
| SNPS | B | 0.11% | |
| LPX | B | 0.11% | |
| MTG | C | 0.1% | |
| VRSK | A | 0.1% | |
| HRB | D | 0.1% | |
| WFRD | D | 0.1% | |
| PPC | C | 0.1% | |
| SMCI | F | 0.1% | |
| FE | C | 0.1% | |
| LAMR | D | 0.09% | |
| ROIV | C | 0.09% | |
| TPG | A | 0.09% | |
| WSM | B | 0.09% | |
| VKTX | F | 0.09% | |
| ESS | B | 0.09% | |
| INFA | D | 0.08% | |
| VVV | F | 0.08% | |
| APPF | B | 0.08% | |
| PRI | A | 0.08% | |
| COKE | C | 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% | |
| AYI | B | 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% | |
| ESTC | C | 0.02% | |
| TKR | D | 0.01% | |
| STAG | F | 0.01% | |
| MORN | B | 0.0% | |
| EQIX | A | 0.0% |
JMOM Underweight 25 Positions Relative to SPMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -5.38% | |
| WMT | A | -2.39% | |
| AMGN | D | -1.04% | |
| RTX | C | -1.01% | |
| C | A | -0.89% | |
| REGN | F | -0.72% | |
| OKE | A | -0.38% | |
| IR | B | -0.34% | |
| PRU | A | -0.33% | |
| AIG | B | -0.33% | |
| KMI | A | -0.32% | |
| GRMN | B | -0.29% | |
| WAB | B | -0.22% | |
| NDAQ | A | -0.21% | |
| FITB | A | -0.2% | |
| WTW | B | -0.2% | |
| MLM | B | -0.19% | |
| SYF | B | -0.17% | |
| NVR | D | -0.15% | |
| STX | D | -0.15% | |
| PKG | A | -0.14% | |
| WRB | A | -0.12% | |
| L | A | -0.11% | |
| NWSA | B | -0.07% | |
| NWS | B | -0.02% |
JMOM: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Semiconductors
Business Services
Aerospace & Defense
Asset Management
Specialty Retail
Diversified Industrials
Information Technology Services
Semiconductor Equipment & Materials
Electronic Components
Packaged Foods
Specialty Chemicals
Specialty Industrial Machinery
Building Materials
Capital Markets
Diagnostics & Research
Insurance - Diversified
Internet Content & Information
Medical Care
SPMO: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Aerospace & Defense
Business Services
Oil & Gas Midstream
Specialty Industrial Machinery
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Diversified
Insurance Brokers
Asset Management
Banks - Global
Biotechnology
Broadcasting - TV
Credit Services
Data Storage
Discount Stores
Diversified Industrials
Drug Manufacturers - Major
Insurance - Life
Internet Content & Information
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