JMOM vs. WINN ETF Comparison

Comparison of JPMorgan U.S. Momentum Factor ETF (JMOM) to Harbor Long-Term Growers ETF (WINN)

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

WINN

Harbor Long-Term Growers ETF

WINN Description

Harbor Long-Term Growers ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Jennison Associates LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth stocks of companies operating across diversified market capitalizations. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor ETF Trust - Harbor Long-Term Growers ETF was formed on February 2, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$26.88

Average Daily Volume

105,254

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	JMOM	WINN
30 Days	5.45%	3.78%
60 Days	7.40%	5.25%
90 Days	9.79%	6.37%
12 Months	41.42%	35.84%

37 Overlapping Holdings

Symbol	Grade	Weight in JMOM	Weight in WINN	Overlap
AAPL	C	1.8%	8.01%	1.8%
ADI	D	0.51%	0.19%	0.19%
AMD	F	0.77%	0.87%	0.77%
AMZN	C	0.61%	8.7%	0.61%
ANET	C	0.53%	0.25%	0.25%
AVGO	D	2.1%	3.6%	2.1%
COST	B	1.47%	2.39%	1.47%
CRM	B	1.21%	0.27%	0.27%
CRWD	B	0.51%	1.07%	0.51%
ETN	A	0.68%	0.7%	0.68%
FICO	B	0.41%	0.98%	0.41%
GE	D	0.82%	1.04%	0.82%
GOOGL	C	1.81%	3.77%	1.81%
GS	A	0.54%	0.26%	0.26%
HD	A	1.37%	0.31%	0.31%
HLT	A	0.4%	0.31%	0.31%
ISRG	A	0.82%	0.58%	0.58%
LLY	F	1.47%	2.62%	1.47%
LRCX	F	0.42%	0.22%	0.22%
META	D	1.99%	5.23%	1.99%
MRK	F	0.17%	0.59%	0.17%
MRVL	B	0.48%	0.29%	0.29%
MSFT	F	1.82%	9.27%	1.82%
NFLX	A	0.9%	4.48%	0.9%
NOW	A	0.9%	0.26%	0.26%
NU	C	0.31%	0.47%	0.31%
NVDA	C	2.5%	12.02%	2.5%
ORLY	B	0.38%	1.05%	0.38%
PANW	C	0.6%	0.3%	0.3%
PGR	A	0.67%	0.26%	0.26%
SNPS	B	0.11%	1.03%	0.11%
TJX	A	0.6%	0.75%	0.6%
TTD	B	0.39%	1.7%	0.39%
UBER	D	0.57%	1.08%	0.57%
UNH	C	1.34%	0.98%	0.98%
VRT	B	0.5%	0.65%	0.5%
VRTX	F	0.55%	0.83%	0.55%

JMOM Overweight 234 Positions Relative to WINN

Symbol	Grade	Weight
BRK.A	B	1.8%
ABBV	D	1.04%
MSTR	C	0.97%
ORCL	B	0.96%
APP	B	0.95%
PM	B	0.84%
IBM	C	0.82%
CAT	B	0.8%
TMO	F	0.76%
TXN	C	0.76%
PLTR	B	0.76%
QCOM	F	0.73%
AXP	A	0.73%
BKNG	A	0.73%
INTU	C	0.73%
AMAT	F	0.63%
SYK	C	0.62%
BSX	B	0.62%
DHR	F	0.61%
COP	C	0.6%
TMUS	B	0.58%
KKR	A	0.56%
VST	B	0.54%
CB	C	0.53%
COIN	C	0.51%
TT	A	0.51%
PH	A	0.5%
MU	D	0.5%
MCK	B	0.48%
SPOT	B	0.48%
APH	A	0.48%
WM	A	0.47%
WELL	A	0.46%
MSI	B	0.46%
WMB	A	0.46%
RCL	A	0.45%
CEG	D	0.44%
DASH	A	0.44%
CTAS	B	0.44%
AXON	A	0.44%
CMG	B	0.42%
KLAC	D	0.42%
CVNA	B	0.41%
AMP	A	0.41%
GEV	B	0.41%
DLR	B	0.41%
CL	D	0.4%
TDG	D	0.4%
URI	B	0.39%
TRGP	B	0.39%
GD	F	0.39%
BK	A	0.39%
PWR	A	0.39%
SPG	B	0.38%
HWM	A	0.38%
GWW	B	0.38%
ECL	D	0.37%
PSX	C	0.36%
PCAR	B	0.36%
AFL	B	0.36%
AJG	B	0.36%
DELL	C	0.35%
MPC	D	0.35%
ROP	B	0.35%
ALL	A	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%
RSG	A	0.32%
COHR	B	0.31%
GDDY	A	0.31%
COR	B	0.31%
IT	C	0.31%
IRM	D	0.3%
XPO	B	0.3%
ICE	C	0.29%
DECK	A	0.29%
HUBB	B	0.29%
HIG	B	0.28%
JEF	A	0.28%
NRG	B	0.28%
FANG	D	0.28%
GWRE	A	0.27%
ALSN	B	0.27%
BRO	B	0.27%
DTM	B	0.27%
NTAP	C	0.27%
PTC	A	0.27%
CAH	B	0.27%
GEN	B	0.26%
VLO	C	0.26%
LDOS	C	0.26%
NTNX	A	0.26%
PHM	D	0.26%
FFIV	B	0.26%
CW	B	0.26%
IBKR	A	0.26%
LII	A	0.26%
VTR	C	0.26%
FI	A	0.26%
ACGL	D	0.26%
TYL	B	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%
CBOE	B	0.24%
CHD	B	0.24%
BAH	F	0.23%
CASY	A	0.23%
SSNC	B	0.23%
T	A	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%
UHS	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%
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%
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%
VLTO	D	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%
PEG	A	0.06%
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%
BR	A	0.02%
ESTC	C	0.02%
TKR	D	0.01%
STAG	F	0.01%
MORN	B	0.0%
EQIX	A	0.0%

JMOM Underweight 27 Positions Relative to WINN

Symbol	Grade	Weight
TSLA	B	-2.33%
MELI	D	-1.74%
MA	C	-1.44%
V	A	-1.3%
APO	B	-1.26%
NVO	D	-1.2%
DIS	B	-1.12%
ABNB	C	-1.06%
BA	F	-1.05%
MCO	B	-1.01%
BMY	B	-0.84%
AMGN	D	-0.83%
MDB	C	-0.68%
SNY	F	-0.6%
WMT	A	-0.54%
JPM	A	-0.54%
AMT	D	-0.5%
MCHP	D	-0.41%
MAR	B	-0.38%
CDNS	B	-0.38%
DDOG	A	-0.31%
AZN	D	-0.29%
SNOW	C	-0.24%
DXCM	D	-0.24%
HUBS	A	-0.22%
ADBE	C	-0.22%
ASML	F	-0.2%