JPME vs. HDUS ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) to Hartford Disciplined US Equity ETF (HDUS)

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

HDUS

Hartford Disciplined US Equity ETF

HDUS Description

Hartford Disciplined US Equity ETF is an exchange traded fund launched and managed by Lattice Strategies LLC. It is co-managed by Mellon Investments Corporation. It invests in public equity markets of the United States. The fund invests in the stocks of companies operating across diversified sectors. The fund invests in value and momentum stocks of large-cap companies. The fund seeks to track the performance of the Hartford Disciplined US Equity Index, by using full replication technique. Hartford Disciplined US Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$58.11

Average Daily Volume

3,372

Number of Holdings ^*

263

* may have additional holdings in another (foreign) market

Performance

Period	JPME	HDUS
30 Days	5.14%	3.75%
60 Days	5.14%	5.23%
90 Days	7.46%	7.06%
12 Months	30.14%	31.94%

81 Overlapping Holdings

Symbol	Grade	Weight in JPME	Weight in HDUS	Overlap
ACI	C	0.3%	0.16%	0.16%
AFL	B	0.38%	0.28%	0.28%
ALSN	B	0.51%	0.6%	0.51%
APP	B	1.27%	0.21%	0.21%
AVB	B	0.38%	0.14%	0.14%
AXS	A	0.15%	0.4%	0.15%
AYI	B	0.09%	0.04%	0.04%
BAH	F	0.14%	0.37%	0.14%
BBY	D	0.29%	0.06%	0.06%
BG	F	0.33%	0.26%	0.26%
CACI	D	0.4%	0.04%	0.04%
CBOE	B	0.35%	0.64%	0.35%
CMI	A	0.47%	0.88%	0.47%
COKE	C	0.34%	0.11%	0.11%
CPB	D	0.32%	0.07%	0.07%
CROX	D	0.22%	0.08%	0.08%
CRUS	D	0.27%	0.02%	0.02%
CSL	C	0.42%	0.03%	0.03%
CUBE	D	0.35%	0.08%	0.08%
DGX	A	0.39%	0.29%	0.29%
DKS	C	0.36%	0.12%	0.12%
DRI	B	0.26%	0.11%	0.11%
DTE	C	0.37%	0.07%	0.07%
DTM	B	0.5%	0.04%	0.04%
EGP	F	0.23%	0.01%	0.01%
EIX	B	0.36%	0.14%	0.14%
EME	C	0.38%	0.57%	0.38%
EQR	B	0.29%	0.08%	0.08%
ESI	A	0.39%	0.1%	0.1%
ESS	B	0.31%	0.23%	0.23%
FANG	D	0.38%	0.22%	0.22%
FLO	D	0.26%	0.05%	0.05%
FNF	B	0.18%	0.04%	0.04%
FR	C	0.23%	0.02%	0.02%
GEHC	F	0.07%	0.13%	0.07%
GLPI	C	0.36%	0.48%	0.36%
GLW	B	0.18%	0.13%	0.13%
GNTX	C	0.3%	0.1%	0.1%
HPQ	B	0.3%	0.13%	0.13%
HRB	D	0.33%	0.38%	0.33%
HSY	F	0.21%	0.23%	0.21%
INGR	B	0.42%	0.3%	0.3%
IRM	D	0.39%	0.43%	0.39%
IT	C	0.38%	0.07%	0.07%
JNPR	F	0.38%	0.04%	0.04%
KMI	A	0.48%	0.32%	0.32%
KVUE	A	0.33%	0.63%	0.33%
LAMR	D	0.39%	0.76%	0.39%
LNG	B	0.44%	0.19%	0.19%
MANH	D	0.37%	0.21%	0.21%
MPWR	F	0.27%	0.11%	0.11%
MTG	C	0.37%	0.09%	0.09%
NNN	D	0.22%	0.22%	0.22%
NRG	B	0.45%	0.1%	0.1%
NTAP	C	0.34%	0.58%	0.34%
OC	A	0.41%	0.11%	0.11%
OGE	B	0.4%	0.02%	0.02%
OHI	C	0.38%	0.31%	0.31%
OMC	C	0.28%	0.28%	0.28%
ORI	A	0.4%	0.2%	0.2%
PAYX	C	0.27%	0.05%	0.05%
PEG	A	0.41%	0.38%	0.38%
PKG	A	0.41%	0.2%	0.2%
R	B	0.27%	0.43%	0.27%
RHI	B	0.07%	0.51%	0.07%
RMD	C	0.36%	0.27%	0.27%
RPM	A	0.41%	0.45%	0.41%
RYN	D	0.14%	0.01%	0.01%
SNA	A	0.44%	0.06%	0.06%
SPG	B	0.41%	0.33%	0.33%
STAG	F	0.28%	0.33%	0.28%
STWD	C	0.23%	0.47%	0.23%
SWKS	F	0.24%	0.05%	0.05%
TER	D	0.27%	0.08%	0.08%
TPR	B	0.43%	0.03%	0.03%
TRGP	B	0.49%	0.13%	0.13%
TSCO	D	0.34%	0.17%	0.17%
TXRH	C	0.43%	0.49%	0.43%
WMB	A	0.47%	0.21%	0.21%
WSM	B	0.31%	0.09%	0.09%
WST	C	0.28%	0.35%	0.28%

JPME Overweight 257 Positions Relative to HDUS

Symbol	Grade	Weight
VST	B	0.71%
CIEN	B	0.51%
SYF	B	0.51%
UNM	A	0.5%
JEF	A	0.49%
AMP	A	0.48%
PWR	A	0.46%
OMF	A	0.45%
OKE	A	0.45%
IP	B	0.45%
ETR	B	0.45%
CBRE	B	0.44%
TPL	A	0.44%
GRMN	B	0.44%
FCNCA	A	0.43%
GWW	B	0.43%
EXEL	B	0.43%
HUBB	B	0.43%
USFD	A	0.43%
EHC	B	0.42%
ATO	A	0.42%
TOL	B	0.42%
STLD	B	0.42%
PPC	C	0.42%
UTHR	C	0.42%
KR	B	0.42%
TAP	C	0.42%
CF	B	0.41%
RGA	A	0.41%
MRO	B	0.41%
CLH	B	0.41%
HBAN	A	0.41%
CASY	A	0.41%
NI	A	0.41%
XEL	A	0.41%
LDOS	C	0.41%
FAST	B	0.41%
EVRG	A	0.4%
CAH	B	0.4%
BRX	A	0.4%
AM	A	0.4%
THC	D	0.4%
LITE	B	0.4%
PR	B	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%
COR	B	0.39%
EMN	D	0.39%
PPL	B	0.39%
CHTR	C	0.39%
VTRS	A	0.38%
DECK	A	0.38%
K	A	0.38%
DVA	B	0.38%
LNT	A	0.38%
JLL	D	0.38%
HIG	B	0.38%
UGI	A	0.37%
REG	B	0.37%
NVR	D	0.37%
SPB	C	0.37%
FYBR	D	0.37%
ROKU	D	0.37%
AJG	B	0.37%
CMS	C	0.37%
RS	B	0.37%
PHM	D	0.37%
VVV	F	0.36%
LEN	D	0.36%
NXST	C	0.36%
NFG	A	0.36%
TSN	B	0.36%
BRBR	A	0.36%
KIM	A	0.36%
TKR	D	0.35%
CLX	B	0.35%
ED	D	0.35%
PAG	B	0.35%
FE	C	0.35%
CNM	D	0.35%
GGG	B	0.35%
POST	C	0.35%
DINO	D	0.35%
SSNC	B	0.35%
ANSS	B	0.34%
BLDR	D	0.34%
HPE	B	0.34%
MSM	C	0.33%
CHE	D	0.33%
CTRA	B	0.33%
EPR	D	0.33%
DHI	D	0.33%
UHS	D	0.33%
X	C	0.33%
VICI	C	0.33%
GEN	B	0.33%
PK	B	0.33%
CHD	B	0.33%
STE	F	0.32%
LH	C	0.32%
AN	C	0.32%
JBL	B	0.32%
HST	C	0.32%
GIS	D	0.32%
HOLX	D	0.32%
FBIN	D	0.32%
ROST	C	0.31%
WY	D	0.31%
EG	C	0.31%
RBC	A	0.31%
MTB	A	0.31%
WLK	D	0.31%
NUE	C	0.31%
CAG	D	0.31%
MAS	D	0.31%
LYB	F	0.31%
HIW	D	0.3%
AVY	D	0.3%
LECO	B	0.3%
BPOP	B	0.3%
LSTR	D	0.3%
AR	B	0.3%
CTVA	C	0.3%
NEU	C	0.3%
DOX	D	0.3%
A	D	0.29%
IFF	D	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%
ADM	D	0.29%
SAM	C	0.28%
VEEV	C	0.28%
EXC	C	0.28%
SNX	C	0.28%
MEDP	D	0.28%
SAIC	F	0.28%
IQV	D	0.28%
MKC	D	0.28%
CLF	F	0.28%
OLN	D	0.28%
AOS	F	0.28%
DVN	F	0.27%
OVV	B	0.27%
BYD	C	0.27%
INCY	C	0.27%
FRPT	B	0.27%
SYY	B	0.27%
LPX	B	0.27%
ASH	D	0.26%
HRL	D	0.26%
CDW	F	0.26%
AMH	D	0.26%
JAZZ	B	0.26%
MAA	B	0.25%
CNC	D	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%
AGO	B	0.24%
ON	D	0.24%
IDA	A	0.24%
MGM	D	0.23%
DLB	B	0.22%
WPC	D	0.22%
PRI	A	0.22%
EXPD	D	0.22%
HUN	F	0.22%
EXP	A	0.21%
MCHP	D	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%
REYN	D	0.18%
REXR	F	0.18%
NVT	B	0.18%
FRT	B	0.18%
BKR	B	0.18%
RF	A	0.17%
KEYS	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%
APA	D	0.14%
AVT	C	0.14%
SON	D	0.14%
PINC	B	0.14%
DFS	B	0.14%
M	D	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%
AKAM	D	0.12%
QRVO	F	0.12%
CFG	B	0.11%
ALLY	C	0.11%
KEY	B	0.1%
SLGN	A	0.1%
CXT	B	0.1%
ACGL	D	0.1%
NSA	D	0.09%
XRAY	F	0.09%
LBRDK	C	0.09%
ZION	B	0.09%
TFX	F	0.08%
PB	A	0.07%
TNL	A	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%
IEX	B	0.05%
NVST	B	0.05%
PFG	D	0.05%
HXL	D	0.05%
CR	A	0.05%
WU	D	0.04%
CRI	D	0.04%
BIIB	F	0.04%
VIRT	B	0.04%
IPG	D	0.03%
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 182 Positions Relative to HDUS

Symbol	Grade	Weight
NVDA	C	-6.03%
MSFT	F	-5.41%
AAPL	C	-5.07%
GOOGL	C	-3.92%
AMZN	C	-3.51%
META	D	-1.88%
JNJ	D	-1.49%
TSLA	B	-1.36%
AVGO	D	-1.31%
VZ	C	-1.2%
PEP	F	-1.18%
TXN	C	-1.13%
MO	A	-1.11%
XOM	B	-1.05%
ABBV	D	-1.03%
LLY	F	-0.93%
JPM	A	-0.92%
CVX	A	-0.92%
UNH	C	-0.79%
BMY	B	-0.72%
IBM	C	-0.71%
JHG	A	-0.7%
ORCL	B	-0.69%
WMT	A	-0.69%
KNF	A	-0.67%
CL	D	-0.64%
COST	B	-0.63%
CTAS	B	-0.62%
BK	A	-0.61%
NFLX	A	-0.6%
YUM	B	-0.55%
CTSH	B	-0.54%
DBX	B	-0.54%
T	A	-0.53%
TROW	B	-0.53%
ABT	B	-0.51%
GILD	C	-0.5%
QCOM	F	-0.49%
EA	A	-0.48%
BKNG	A	-0.48%
GDDY	A	-0.47%
APH	A	-0.46%
BRK.A	B	-0.46%
HD	A	-0.46%
SHW	A	-0.46%
CB	C	-0.44%
KO	D	-0.44%
EOG	A	-0.43%
MS	A	-0.41%
MCO	B	-0.41%
ACN	C	-0.4%
AMAT	F	-0.39%
MLI	C	-0.39%
MUSA	A	-0.38%
MCK	B	-0.38%
NXPI	D	-0.37%
CRM	B	-0.36%
VRTX	F	-0.36%
RDN	C	-0.36%
DCI	B	-0.34%
ADC	B	-0.34%
RL	B	-0.34%
FICO	B	-0.33%
AGNC	D	-0.33%
RTX	C	-0.32%
BSX	B	-0.32%
PGR	A	-0.32%
LMT	D	-0.32%
CSCO	B	-0.31%
CHRW	C	-0.3%
COP	C	-0.3%
UBER	D	-0.29%
KLAC	D	-0.29%
MCD	D	-0.29%
TRV	B	-0.28%
CRBG	B	-0.28%
WFC	A	-0.27%
SPGI	C	-0.27%
PLTR	B	-0.26%
MRK	F	-0.26%
INTU	C	-0.26%
FOXA	B	-0.26%
EBAY	D	-0.26%
VRSK	A	-0.26%
TMUS	B	-0.25%
FDX	B	-0.25%
FSS	B	-0.25%
ETN	A	-0.24%
NYT	C	-0.23%
CAT	B	-0.23%
KMB	D	-0.23%
CHRD	D	-0.23%
ALV	C	-0.22%
MDT	D	-0.22%
NEE	D	-0.22%
PRU	A	-0.22%
VLO	C	-0.21%
ABNB	C	-0.21%
GWRE	A	-0.21%
ALTR	B	-0.21%
CRWD	B	-0.2%
SO	D	-0.2%
AMGN	D	-0.2%
NWSA	B	-0.2%
PFE	D	-0.19%
AXP	A	-0.19%
LOW	D	-0.19%
MPC	D	-0.18%
NDAQ	A	-0.18%
MMC	B	-0.18%
NOW	A	-0.18%
BJ	A	-0.17%
HUBS	A	-0.17%
CDNS	B	-0.16%
PANW	C	-0.16%
TMO	F	-0.16%
LRCX	F	-0.16%
FLEX	A	-0.16%
MMM	D	-0.16%
MSI	B	-0.16%
GE	D	-0.15%
STT	A	-0.15%
GD	F	-0.15%
ADBE	C	-0.14%
DY	D	-0.14%
TT	A	-0.14%
ZTS	D	-0.14%
CSWI	A	-0.14%
CBT	C	-0.13%
DDOG	A	-0.13%
BLK	C	-0.13%
DUK	C	-0.12%
PNC	B	-0.12%
BR	A	-0.12%
GS	A	-0.11%
ECL	D	-0.11%
VRNS	D	-0.1%
WTW	B	-0.09%
HCA	F	-0.09%
DASH	A	-0.09%
LII	A	-0.09%
GPC	D	-0.09%
C	A	-0.09%
CMG	B	-0.09%
SYK	C	-0.08%
DHR	F	-0.08%
HLNE	B	-0.07%
SBUX	A	-0.07%
AMD	F	-0.07%
TJX	A	-0.07%
NTNX	A	-0.07%
BAC	A	-0.07%
OTIS	C	-0.06%
KKR	A	-0.06%
SNPS	B	-0.05%
ODFL	B	-0.05%
ESTC	C	-0.05%
CHH	A	-0.05%
COIN	C	-0.05%
TFC	A	-0.05%
INSP	D	-0.04%
RBLX	C	-0.04%
ZS	C	-0.04%
TGT	F	-0.04%
MSCI	C	-0.04%
EVR	B	-0.03%
IBKR	A	-0.03%
REGN	F	-0.03%
MORN	B	-0.03%
JKHY	D	-0.03%
SMAR	A	-0.03%
JBHT	C	-0.02%
DELL	C	-0.02%
ISRG	A	-0.02%
GM	B	-0.02%
PYPL	B	-0.02%
NET	B	-0.02%
SNOW	C	-0.01%
TMDX	F	-0.01%
OGN	D	-0.01%
LKQ	D	-0.01%
CINF	A	-0.01%