JPME vs. HYXF ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) to iShares ESG Advanced High Yield Corporate Bond ETF (HYXF)

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

$104.70

Average Daily Volume

15,824

Number of Holdings ^*

340

* may have additional holdings in another (foreign) market

HYXF

iShares ESG Advanced High Yield Corporate Bond ETF

HYXF Description

The investment seeks to track the investments results of the Bloomberg Barclays MSCI US High Yield Choice ESG Screened Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is designed to reflect the performance of U.S. dollar-denominated high yield corporate bonds of issuers with favorable ESG ratings, as identified by the index Provider, while applying additional screens.

Grade (RS Rating)

Last Trade

$47.26

Average Daily Volume

16,243

Number of Holdings ^*

3

* may have additional holdings in another (foreign) market

Performance

Period	JPME	HYXF
30 Days	4.25%	2.40%
60 Days	6.63%	4.38%
90 Days	9.45%	5.25%
12 Months	23.92%	11.74%

2 Overlapping Holdings

	Symbol	Grade	Weight in JPME	Weight in HYXF	Overlap
	CNC	D	0.3%	0.48%	0.3%
	DVA	B	0.41%	0.47%	0.41%

JPME Overweight 338 Positions Relative to HYXF

	Symbol	Grade	Weight
	FYBR	C	0.54%
	K	B	0.52%
	IRM	C	0.48%
	JEF	B	0.48%
	AFL	C	0.47%
	OHI	B	0.47%
	CBRE	A	0.47%
	APP	C	0.46%
	TRGP	B	0.46%
	UHS	B	0.46%
	BRX	B	0.45%
	MTG	B	0.45%
	NI	B	0.45%
	EIX	C	0.44%
	PHM	B	0.44%
	INGR	B	0.44%
	ATO	B	0.44%
	OKE	B	0.44%
	UTHR	C	0.44%
	TOL	B	0.44%
	ALSN	B	0.44%
	CUBE	B	0.43%
	POST	C	0.43%
	PPL	C	0.43%
	PEG	B	0.43%
	ORI	B	0.43%
	CBOE	C	0.43%
	AVB	B	0.43%
	THC	A	0.43%
	GRMN	D	0.43%
	ETR	B	0.43%
	HIG	B	0.43%
	UNM	B	0.42%
	FE	C	0.42%
	ED	C	0.42%
	CACI	B	0.42%
	EVRG	B	0.42%
	DHI	B	0.42%
	CMS	C	0.42%
	CPB	C	0.42%
	FCNCA	D	0.42%
	USFD	B	0.42%
	LEN	B	0.42%
	PNW	C	0.42%
	CAG	C	0.41%
	MPWR	C	0.41%
	SPG	B	0.41%
	AJG	D	0.41%
	CLH	A	0.41%
	EHC	C	0.41%
	LAMR	B	0.41%
	WMB	B	0.41%
	IP	B	0.4%
	TYL	C	0.4%
	PCG	C	0.4%
	LDOS	B	0.4%
	OGE	C	0.4%
	REG	C	0.4%
	DGX	B	0.4%
	AEE	C	0.39%
	KR	C	0.39%
	JLL	B	0.39%
	NFG	B	0.39%
	EPR	B	0.39%
	HUBB	B	0.39%
	CLX	C	0.39%
	AMP	A	0.39%
	RGA	C	0.39%
	CMI	C	0.39%
	GLPI	C	0.39%
	NVR	B	0.39%
	VICI	C	0.39%
	IT	B	0.38%
	STE	C	0.38%
	CF	C	0.38%
	PKG	B	0.38%
	CASY	D	0.38%
	WEC	C	0.38%
	GWW	B	0.38%
	HRB	C	0.38%
	JNPR	B	0.38%
	RPM	B	0.38%
	XEL	B	0.37%
	TXRH	C	0.37%
	MANH	B	0.37%
	HOLX	B	0.37%
	TKR	D	0.37%
	FAST	C	0.37%
	TSCO	C	0.37%
	SPB	C	0.37%
	KIM	C	0.37%
	LYB	D	0.37%
	EMN	B	0.37%
	AM	C	0.37%
	SJM	C	0.36%
	CAH	C	0.36%
	ESI	D	0.36%
	NXST	D	0.36%
	CHD	D	0.36%
	ROST	C	0.36%
	CRUS	D	0.36%
	DKS	D	0.36%
	KVUE	C	0.36%
	ROKU	C	0.36%
	PWR	B	0.36%
	SSNC	B	0.36%
	VTRS	D	0.35%
	AN	D	0.35%
	OMF	D	0.35%
	BG	D	0.35%
	CHE	C	0.35%
	MKC	C	0.35%
	SNA	C	0.35%
	TAP	D	0.35%
	DTE	C	0.35%
	PFGC	B	0.35%
	BBY	C	0.34%
	BLDR	C	0.34%
	WSM	D	0.34%
	CSGP	D	0.34%
	WY	C	0.34%
	EG	C	0.34%
	GGG	C	0.34%
	ESS	B	0.34%
	MOH	D	0.34%
	PPC	D	0.34%
	RMD	C	0.34%
	WLK	D	0.34%
	FANG	D	0.34%
	RS	D	0.34%
	HBAN	B	0.34%
	ACHC	C	0.34%
	OC	D	0.34%
	IQV	C	0.34%
	VST	C	0.34%
	AME	C	0.34%
	EXEL	C	0.34%
	NTAP	D	0.34%
	AVY	C	0.34%
	ANSS	D	0.33%
	TPR	C	0.33%
	CIEN	C	0.33%
	TER	D	0.33%
	MAS	B	0.33%
	SAIC	C	0.33%
	CNP	C	0.33%
	STLD	F	0.33%
	SYF	C	0.33%
	VVV	D	0.33%
	LNT	B	0.33%
	CHTR	D	0.33%
	CE	F	0.32%
	GIS	B	0.32%
	DECK	C	0.32%
	NEU	D	0.32%
	A	C	0.32%
	DOX	C	0.32%
	HIW	B	0.32%
	PAG	D	0.32%
	TSN	C	0.32%
	CDW	D	0.32%
	STAG	C	0.32%
	EQR	B	0.32%
	CTVA	B	0.31%
	SYY	D	0.31%
	AMH	C	0.31%
	AOS	D	0.31%
	BPOP	C	0.31%
	MSM	D	0.31%
	XP	D	0.31%
	HSIC	C	0.31%
	LNG	C	0.31%
	LSTR	D	0.31%
	EXC	C	0.31%
	PK	D	0.31%
	HST	C	0.3%
	SRCL	A	0.3%
	ODFL	D	0.3%
	ACI	F	0.3%
	GNTX	F	0.3%
	CTRA	D	0.3%
	NRG	C	0.29%
	OLN	D	0.29%
	FLO	C	0.29%
	EME	B	0.29%
	QGEN	C	0.29%
	HRL	C	0.29%
	NUE	F	0.29%
	UGI	C	0.29%
	VEEV	C	0.29%
	MRO	C	0.29%
	EQT	D	0.28%
	MAA	B	0.28%
	CNM	F	0.28%
	CSL	B	0.28%
	Z	B	0.28%
	SWKS	D	0.28%
	ADM	D	0.28%
	DINO	F	0.28%
	NNN	C	0.28%
	OMC	B	0.28%
	SWN	D	0.27%
	KRC	B	0.27%
	FR	B	0.27%
	CROX	D	0.27%
	DRI	B	0.27%
	RBC	C	0.27%
	EGP	B	0.27%
	FRPT	B	0.27%
	AR	F	0.27%
	X	F	0.27%
	WPC	C	0.27%
	JBL	D	0.26%
	CHK	D	0.26%
	PAYX	C	0.26%
	HUN	D	0.26%
	RRC	D	0.26%
	WST	D	0.26%
	SAM	F	0.26%
	RPRX	C	0.25%
	MOS	F	0.25%
	ASH	D	0.25%
	LITE	B	0.25%
	BRKR	D	0.25%
	LECO	F	0.25%
	L	C	0.25%
	IRDM	D	0.25%
	NBIX	F	0.25%
	HPQ	D	0.25%
	MTB	B	0.25%
	TPL	B	0.25%
	DTM	B	0.25%
	BYD	C	0.24%
	HAL	F	0.24%
	OVV	F	0.24%
	EXPD	C	0.24%
	MEDP	F	0.24%
	IDA	C	0.24%
	SNX	D	0.24%
	MCHP	F	0.24%
	ON	D	0.24%
	COKE	C	0.24%
	JAZZ	D	0.23%
	LBRDK	F	0.23%
	REXR	C	0.23%
	STWD	B	0.23%
	AGO	C	0.22%
	BRBR	C	0.22%
	MGM	F	0.22%
	R	A	0.22%
	DVN	F	0.22%
	HPE	D	0.22%
	INCY	C	0.22%
	CLF	F	0.22%
	FRT	C	0.21%
	CPT	B	0.21%
	DLB	D	0.21%
	LW	D	0.21%
	PRI	B	0.2%
	QRVO	F	0.2%
	REYN	C	0.2%
	CELH	F	0.2%
	AFG	B	0.19%
	FNF	B	0.18%
	GLW	C	0.17%
	BRO	C	0.17%
	FITB	B	0.17%
	CWEN	C	0.17%
	ELAN	D	0.17%
	EXP	B	0.17%
	SON	C	0.16%
	NVT	D	0.16%
	KEYS	C	0.16%
	RYN	C	0.16%
	BKR	C	0.15%
	BAH	C	0.15%
	ITT	B	0.15%
	RGLD	C	0.15%
	SCI	B	0.15%
	CUZ	B	0.15%
	GO	F	0.15%
	AKAM	D	0.14%
	M	F	0.14%
	LPX	B	0.14%
	APA	F	0.14%
	AXS	B	0.14%
	TXT	D	0.14%
	SLM	D	0.14%
	RF	B	0.14%
	THO	D	0.13%
	BWA	D	0.13%
	PINC	C	0.13%
	AVT	C	0.13%
	POOL	C	0.13%
	WEN	C	0.13%
	XRAY	D	0.13%
	UI	B	0.12%
	TFX	C	0.12%
	ACGL	C	0.12%
	WTM	D	0.12%
	DFS	B	0.11%
	CNXC	F	0.11%
	ALLY	F	0.11%
	CFG	C	0.1%
	SLGN	B	0.1%
	CACC	F	0.1%
	KEY	B	0.08%
	SMG	C	0.07%
	CC	F	0.07%
	AYI	B	0.07%
	ZION	D	0.07%
	BIIB	F	0.06%
	TNL	D	0.06%
	NDSN	C	0.06%
	FNB	C	0.06%
	RHI	D	0.06%
	TECH	C	0.06%
	PB	B	0.06%
	CMA	B	0.06%
	CR	C	0.05%
	VIRT	C	0.05%
	HES	F	0.05%
	PFG	B	0.05%
	CRI	D	0.05%
	HXL	F	0.05%
	IEX	D	0.04%
	LEG	D	0.04%
	NVST	D	0.04%
	WU	F	0.04%
	ADTN	D	0.03%
	PAYC	D	0.03%
	BBWI	F	0.03%
	FTRE	D	0.03%
	IPG	C	0.03%
	HOG	C	0.02%
	KSS	F	0.01%
	ATR	B	0.01%
	CNA	C	0.0%

JPME Underweight 1 Positions Relative to HYXF

	Symbol	Grade	Weight
	CVNA	B	-0.5%

JPME: Top Represented Industries & Keywords

Industries: Utilities - Regulated Electric Packaged Foods Oil & Gas E&P Banks - Regional - US Biotechnology Diversified Industrials Medical Instruments & Supplies REIT - Retail Specialty Chemicals Communication Equipment Credit Services Diagnostics & Research Information Technology Services Medical Care Packaging & Containers REIT - Diversified REIT - Residential Semiconductors Software - Application Building Materials

Keywords: S&P 500 Natural Gas Electricity Real Estate Investment Trust Insurance Electronics Nasdaq 100 Bank Computing Aerospace Banking Chemical Insurance Products Disability Mining Plastic Semiconductor Biotechnology Food Products Metals

HYXF: Top Represented Industries & Keywords

Industries: Health Care Plans Medical Care Specialty Retail

Keywords: S&P 500 Behavioral Healthcare Car Dealership Care Management Care Management Solutions Claims Processing Clinical Medicine Clinical Research Dialysis Disease Disease Management Disease Management Services Durable Medical Equipment E Commerce Platform End Stage Renal Disease Eye Eye Care Formulary Health Insurance Health Insurance Program