JPME vs. EVUS ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) to iShares ESG Aware MSCI USA Value ETF (EVUS)

JPME

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

JPME Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell Midcap Diversified Factor Index. The fund will invest at least 80% of its net assets in securities included in the underlying index. It may invest up to 20% of its assets in exchange-traded futures to seek performance that corresponds to the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser.

Grade (RS Rating)

Last Trade

$109.93

Average Daily Volume

10,028

Number of Holdings ^*

338

* may have additional holdings in another (foreign) market

EVUS

iShares ESG Aware MSCI USA Value ETF

EVUS Description

EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$30.74

Average Daily Volume

1,444

Number of Holdings ^*

234

* may have additional holdings in another (foreign) market

Performance

Period	JPME	EVUS
30 Days	5.14%	2.65%
60 Days	5.14%	3.47%
90 Days	7.46%	6.09%
12 Months	30.14%	29.50%

76 Overlapping Holdings

Symbol	Grade	Weight in JPME	Weight in EVUS	Overlap
A	D	0.29%	0.19%	0.19%
ACGL	D	0.1%	0.16%	0.1%
ADM	D	0.29%	0.11%	0.11%
AFL	B	0.38%	0.23%	0.23%
AKAM	D	0.12%	0.12%	0.12%
ANSS	B	0.34%	0.35%	0.34%
AVY	D	0.3%	0.09%	0.09%
BBY	D	0.29%	0.28%	0.28%
BG	F	0.33%	0.32%	0.32%
BIIB	F	0.04%	0.1%	0.04%
BKR	B	0.18%	0.31%	0.18%
CAG	D	0.31%	0.09%	0.09%
CAH	B	0.4%	0.31%	0.31%
CBOE	B	0.35%	0.11%	0.11%
CBRE	B	0.44%	0.35%	0.35%
CHD	B	0.33%	0.29%	0.29%
CLX	B	0.35%	0.43%	0.35%
CMI	A	0.47%	0.78%	0.47%
CMS	C	0.37%	0.38%	0.37%
CNC	D	0.25%	0.18%	0.18%
COR	B	0.39%	0.49%	0.39%
CPB	D	0.32%	0.12%	0.12%
DFS	B	0.14%	0.45%	0.14%
DGX	A	0.39%	0.3%	0.3%
DHI	D	0.33%	0.16%	0.16%
ED	D	0.35%	0.25%	0.25%
EIX	B	0.36%	0.28%	0.28%
EXC	C	0.28%	0.35%	0.28%
EXPD	D	0.22%	0.51%	0.22%
FANG	D	0.38%	0.11%	0.11%
FBIN	D	0.32%	0.23%	0.23%
GEHC	F	0.07%	0.09%	0.07%
GEN	B	0.33%	0.11%	0.11%
GIS	D	0.32%	0.6%	0.32%
HBAN	A	0.41%	0.29%	0.29%
HIG	B	0.38%	0.47%	0.38%
HOLX	D	0.32%	0.14%	0.14%
HPE	B	0.34%	0.35%	0.34%
HPQ	B	0.3%	0.17%	0.17%
HRL	D	0.26%	0.12%	0.12%
HUBB	B	0.43%	0.14%	0.14%
IEX	B	0.05%	0.17%	0.05%
IFF	D	0.29%	0.12%	0.12%
IP	B	0.45%	0.16%	0.16%
IPG	D	0.03%	0.08%	0.03%
IRM	D	0.39%	0.34%	0.34%
JNPR	F	0.38%	0.11%	0.11%
K	A	0.38%	0.89%	0.38%
KEYS	A	0.17%	0.35%	0.17%
KMI	A	0.48%	0.81%	0.48%
KR	B	0.42%	0.41%	0.41%
LDOS	C	0.41%	0.11%	0.11%
LH	C	0.32%	0.22%	0.22%
LYB	F	0.31%	0.08%	0.08%
MKC	D	0.28%	0.14%	0.14%
MRO	B	0.41%	0.18%	0.18%
NI	A	0.41%	0.67%	0.41%
NTAP	C	0.34%	0.1%	0.1%
NUE	C	0.31%	0.25%	0.25%
OC	A	0.41%	0.21%	0.21%
OKE	A	0.45%	0.77%	0.45%
OVV	B	0.27%	0.39%	0.27%
PAYX	C	0.27%	0.12%	0.12%
PEG	A	0.41%	0.96%	0.41%
PFG	D	0.05%	0.12%	0.05%
PHM	D	0.37%	0.13%	0.13%
RMD	C	0.36%	0.1%	0.1%
STE	F	0.32%	0.3%	0.3%
STLD	B	0.42%	0.11%	0.11%
SYF	B	0.51%	0.47%	0.47%
SYY	B	0.27%	0.09%	0.09%
TAP	C	0.42%	0.33%	0.33%
TFX	F	0.08%	0.15%	0.08%
TSCO	D	0.34%	0.23%	0.23%
WMB	A	0.47%	0.16%	0.16%
WY	D	0.31%	0.26%	0.26%

JPME Overweight 262 Positions Relative to EVUS

Symbol	Grade	Weight
APP	B	1.27%
VST	B	0.71%
CIEN	B	0.51%
ALSN	B	0.51%
DTM	B	0.5%
UNM	A	0.5%
TRGP	B	0.49%
JEF	A	0.49%
AMP	A	0.48%
PWR	A	0.46%
OMF	A	0.45%
NRG	B	0.45%
ETR	B	0.45%
LNG	B	0.44%
TPL	A	0.44%
SNA	A	0.44%
GRMN	B	0.44%
TPR	B	0.43%
FCNCA	A	0.43%
TXRH	C	0.43%
GWW	B	0.43%
EXEL	B	0.43%
USFD	A	0.43%
INGR	B	0.42%
EHC	B	0.42%
ATO	A	0.42%
TOL	B	0.42%
PPC	C	0.42%
UTHR	C	0.42%
CSL	C	0.42%
CF	B	0.41%
RGA	A	0.41%
CLH	B	0.41%
RPM	A	0.41%
CASY	A	0.41%
SPG	B	0.41%
XEL	A	0.41%
FAST	B	0.41%
PKG	A	0.41%
EVRG	A	0.4%
CACI	D	0.4%
OGE	B	0.4%
BRX	A	0.4%
AM	A	0.4%
THC	D	0.4%
LITE	B	0.4%
PR	B	0.4%
ORI	A	0.4%
PFGC	B	0.4%
PCG	A	0.39%
WEC	A	0.39%
AME	A	0.39%
TYL	B	0.39%
PNW	B	0.39%
EMN	D	0.39%
PPL	B	0.39%
LAMR	D	0.39%
ESI	A	0.39%
CHTR	C	0.39%
OHI	C	0.38%
VTRS	A	0.38%
IT	C	0.38%
DECK	A	0.38%
DVA	B	0.38%
LNT	A	0.38%
EME	C	0.38%
JLL	D	0.38%
AVB	B	0.38%
UGI	A	0.37%
DTE	C	0.37%
REG	B	0.37%
NVR	D	0.37%
SPB	C	0.37%
FYBR	D	0.37%
MTG	C	0.37%
ROKU	D	0.37%
AJG	B	0.37%
MANH	D	0.37%
RS	B	0.37%
VVV	F	0.36%
GLPI	C	0.36%
LEN	D	0.36%
NXST	C	0.36%
DKS	C	0.36%
NFG	A	0.36%
TSN	B	0.36%
BRBR	A	0.36%
KIM	A	0.36%
TKR	D	0.35%
PAG	B	0.35%
FE	C	0.35%
CNM	D	0.35%
CUBE	D	0.35%
GGG	B	0.35%
POST	C	0.35%
DINO	D	0.35%
SSNC	B	0.35%
COKE	C	0.34%
BLDR	D	0.34%
KVUE	A	0.33%
MSM	C	0.33%
CHE	D	0.33%
CTRA	B	0.33%
EPR	D	0.33%
UHS	D	0.33%
X	C	0.33%
VICI	C	0.33%
HRB	D	0.33%
PK	B	0.33%
AN	C	0.32%
JBL	B	0.32%
HST	C	0.32%
ESS	B	0.31%
ROST	C	0.31%
WSM	B	0.31%
EG	C	0.31%
RBC	A	0.31%
MTB	A	0.31%
WLK	D	0.31%
MAS	D	0.31%
HIW	D	0.3%
LECO	B	0.3%
GNTX	C	0.3%
BPOP	B	0.3%
ACI	C	0.3%
LSTR	D	0.3%
AR	B	0.3%
CTVA	C	0.3%
NEU	C	0.3%
DOX	D	0.3%
EQR	B	0.29%
RGLD	C	0.29%
KRC	C	0.29%
MOS	F	0.29%
SJM	D	0.29%
MOH	F	0.29%
RRC	B	0.29%
HSIC	B	0.29%
SAM	C	0.28%
VEEV	C	0.28%
SNX	C	0.28%
MEDP	D	0.28%
SAIC	F	0.28%
IQV	D	0.28%
CLF	F	0.28%
OMC	C	0.28%
OLN	D	0.28%
WST	C	0.28%
AOS	F	0.28%
STAG	F	0.28%
DVN	F	0.27%
BYD	C	0.27%
MPWR	F	0.27%
INCY	C	0.27%
CRUS	D	0.27%
R	B	0.27%
FRPT	B	0.27%
LPX	B	0.27%
TER	D	0.27%
ASH	D	0.26%
DRI	B	0.26%
FLO	D	0.26%
CDW	F	0.26%
AMH	D	0.26%
JAZZ	B	0.26%
MAA	B	0.25%
SMG	D	0.25%
NBIX	C	0.25%
UI	A	0.25%
QGEN	D	0.25%
RVTY	F	0.25%
L	A	0.25%
HAL	C	0.25%
CWEN	C	0.24%
IRDM	D	0.24%
SWKS	F	0.24%
AGO	B	0.24%
ON	D	0.24%
IDA	A	0.24%
MGM	D	0.23%
STWD	C	0.23%
EGP	F	0.23%
FR	C	0.23%
DLB	B	0.22%
CROX	D	0.22%
WPC	D	0.22%
NNN	D	0.22%
PRI	A	0.22%
HUN	F	0.22%
EXP	A	0.21%
MCHP	D	0.21%
HSY	F	0.21%
RPRX	D	0.21%
FMC	D	0.21%
CPT	B	0.2%
BRKR	D	0.2%
AFG	A	0.19%
FITB	A	0.19%
CE	F	0.19%
FNF	B	0.18%
GLW	B	0.18%
REYN	D	0.18%
REXR	F	0.18%
NVT	B	0.18%
FRT	B	0.18%
RF	A	0.17%
ITT	A	0.17%
BRO	B	0.17%
ACHC	F	0.17%
SLM	A	0.17%
ELAN	D	0.16%
SCI	B	0.15%
CUZ	B	0.15%
AXS	A	0.15%
APA	D	0.14%
AVT	C	0.14%
SON	D	0.14%
PINC	B	0.14%
M	D	0.14%
RYN	D	0.14%
BAH	F	0.14%
POOL	C	0.13%
WEN	D	0.13%
TXT	D	0.13%
WTM	A	0.13%
BWA	D	0.13%
THO	B	0.13%
QRVO	F	0.12%
CFG	B	0.11%
ALLY	C	0.11%
KEY	B	0.1%
SLGN	A	0.1%
CXT	B	0.1%
NSA	D	0.09%
XRAY	F	0.09%
LBRDK	C	0.09%
AYI	B	0.09%
ZION	B	0.09%
PB	A	0.07%
TNL	A	0.07%
RHI	B	0.07%
FNB	A	0.07%
CMA	A	0.07%
TECH	D	0.06%
CNXC	F	0.06%
NDSN	B	0.06%
GO	C	0.06%
NVST	B	0.05%
HXL	D	0.05%
CR	A	0.05%
WU	D	0.04%
CRI	D	0.04%
VIRT	B	0.04%
ADTN	A	0.03%
FTRE	D	0.03%
PAYC	B	0.03%
HOG	D	0.02%
AEE	A	0.02%
KSS	F	0.01%
ATR	B	0.01%
CC	C	0.0%
CNA	B	0.0%

JPME Underweight 158 Positions Relative to EVUS

Symbol	Grade	Weight
AVGO	D	-2.9%
JPM	A	-2.81%
HD	A	-2.07%
UNH	C	-2.04%
KO	D	-1.67%
XOM	B	-1.54%
PG	A	-1.5%
TXN	C	-1.47%
JNJ	D	-1.43%
BAC	A	-1.33%
ORCL	B	-1.31%
CVX	A	-1.26%
ADP	B	-1.24%
BRK.A	B	-1.19%
IBM	C	-1.17%
MS	A	-1.07%
PRU	A	-1.02%
CSCO	B	-1.01%
GILD	C	-0.96%
ABBV	D	-0.92%
AXP	A	-0.9%
DIS	B	-0.88%
HON	B	-0.86%
PEP	F	-0.84%
GS	A	-0.84%
COP	C	-0.82%
NEE	D	-0.82%
RTX	C	-0.79%
VZ	C	-0.79%
CRH	A	-0.76%
CAT	B	-0.75%
AMGN	D	-0.74%
BK	A	-0.74%
LOW	D	-0.74%
BR	A	-0.73%
DHR	F	-0.7%
C	A	-0.69%
SPGI	C	-0.65%
ELV	F	-0.65%
ECL	D	-0.64%
PNR	A	-0.63%
MCD	D	-0.63%
QCOM	F	-0.63%
PNC	B	-0.62%
EQIX	A	-0.61%
MMM	D	-0.6%
CCI	D	-0.6%
AMT	D	-0.59%
CI	F	-0.58%
INTC	D	-0.57%
ACN	C	-0.56%
PFE	D	-0.55%
NXPI	D	-0.52%
MRK	F	-0.52%
MET	A	-0.52%
LIN	D	-0.49%
DLR	B	-0.47%
WELL	A	-0.46%
TRV	B	-0.46%
FERG	B	-0.43%
ZTS	D	-0.43%
TGT	F	-0.43%
DE	A	-0.43%
BMY	B	-0.42%
EA	A	-0.41%
XYL	D	-0.41%
MU	D	-0.41%
SCHW	B	-0.4%
CARR	D	-0.4%
CHRW	C	-0.4%
NOC	D	-0.4%
CMCSA	B	-0.4%
LKQ	D	-0.39%
PGR	A	-0.39%
JCI	C	-0.38%
NDAQ	A	-0.38%
FI	A	-0.38%
T	A	-0.38%
SBUX	A	-0.37%
KMB	D	-0.36%
FLUT	A	-0.36%
PPG	F	-0.34%
PSX	C	-0.33%
UPS	C	-0.32%
BLK	C	-0.31%
HCA	F	-0.3%
COO	D	-0.3%
DAL	C	-0.3%
PLD	D	-0.3%
ETN	A	-0.29%
NEM	D	-0.28%
D	C	-0.28%
WFC	A	-0.28%
SLB	C	-0.28%
USB	A	-0.28%
FTV	C	-0.27%
ADI	D	-0.27%
URI	B	-0.27%
KHC	F	-0.26%
FIS	C	-0.25%
TFC	A	-0.24%
PYPL	B	-0.24%
MMC	B	-0.24%
CNH	C	-0.24%
ABT	B	-0.24%
ES	D	-0.23%
ZBH	C	-0.23%
GEV	B	-0.23%
FDX	B	-0.23%
VLO	C	-0.23%
REGN	F	-0.22%
WTRG	B	-0.21%
J	F	-0.21%
KDP	D	-0.21%
TRMB	B	-0.2%
AIZ	A	-0.2%
FDS	B	-0.19%
COF	B	-0.18%
TJX	A	-0.18%
STT	A	-0.18%
EQT	B	-0.16%
NTRS	A	-0.16%
JBHT	C	-0.16%
IR	B	-0.15%
TWLO	A	-0.15%
ALLE	D	-0.15%
WTW	B	-0.14%
ROK	B	-0.13%
FOX	A	-0.13%
CB	C	-0.13%
BXP	D	-0.12%
HII	D	-0.12%
TMO	F	-0.11%
PSA	D	-0.11%
SOLV	C	-0.11%
AZPN	A	-0.11%
WDC	D	-0.11%
MKTX	D	-0.11%
APD	A	-0.11%
CCK	C	-0.1%
DD	D	-0.1%
BALL	D	-0.1%
HUM	C	-0.1%
DOW	F	-0.1%
ITW	B	-0.1%
FSLR	F	-0.1%
DOV	A	-0.1%
ICE	C	-0.1%
MDLZ	F	-0.09%
TTC	D	-0.09%
AVTR	F	-0.09%
CVS	D	-0.09%
KMX	B	-0.09%
ULTA	F	-0.09%
STZ	D	-0.09%
NKE	D	-0.08%
DG	F	-0.06%
DLTR	F	-0.06%