JPME vs. SPMO ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) to PowerShares S&P 500 Momentum Portfolio (SPMO)

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

$106.67

Average Daily Volume

9,891

Number of Holdings ^*

338

* 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

$94.26

Average Daily Volume

707,684

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	JPME	SPMO
30 Days	0.43%	0.58%
60 Days	2.68%	4.60%
90 Days	5.62%	5.41%
12 Months	26.72%	52.65%

29 Overlapping Holdings

Symbol	Grade	Weight in JPME	Weight in SPMO	Overlap
AFL	C	0.38%	0.38%	0.38%
AJG	B	0.37%	0.44%	0.37%
BRO	B	0.17%	0.21%	0.17%
CBOE	C	0.35%	0.13%	0.13%
COR	B	0.39%	0.26%	0.26%
DECK	A	0.38%	0.17%	0.17%
FANG	D	0.38%	0.22%	0.22%
FITB	B	0.19%	0.2%	0.19%
GRMN	B	0.44%	0.29%	0.29%
GWW	B	0.43%	0.32%	0.32%
HIG	B	0.38%	0.38%	0.38%
IRM	C	0.39%	0.37%	0.37%
IT	C	0.38%	0.24%	0.24%
KMI	A	0.48%	0.32%	0.32%
L	A	0.25%	0.11%	0.11%
LDOS	C	0.41%	0.21%	0.21%
NRG	B	0.45%	0.23%	0.23%
NTAP	C	0.34%	0.19%	0.19%
NVR	D	0.37%	0.15%	0.15%
OKE	A	0.45%	0.38%	0.38%
PEG	C	0.41%	0.27%	0.27%
PHM	D	0.37%	0.18%	0.18%
PKG	B	0.41%	0.14%	0.14%
SYF	B	0.51%	0.17%	0.17%
TRGP	A	0.49%	0.47%	0.47%
TYL	B	0.39%	0.16%	0.16%
UHS	D	0.33%	0.09%	0.09%
VST	A	0.71%	0.59%	0.59%
WMB	A	0.47%	0.45%	0.45%

JPME Overweight 309 Positions Relative to SPMO

Symbol	Grade	Weight
APP	A	1.27%
CIEN	B	0.51%
ALSN	B	0.51%
DTM	A	0.5%
UNM	A	0.5%
JEF	A	0.49%
AMP	A	0.48%
CMI	A	0.47%
PWR	A	0.46%
OMF	A	0.45%
IP	A	0.45%
ETR	A	0.45%
CBRE	B	0.44%
LNG	A	0.44%
TPL	A	0.44%
SNA	B	0.44%
TPR	B	0.43%
FCNCA	A	0.43%
TXRH	B	0.43%
EXEL	B	0.43%
HUBB	B	0.43%
USFD	A	0.43%
INGR	B	0.42%
EHC	B	0.42%
ATO	A	0.42%
TOL	B	0.42%
STLD	B	0.42%
PPC	B	0.42%
UTHR	C	0.42%
CSL	C	0.42%
KR	B	0.42%
TAP	B	0.42%
CF	A	0.41%
RGA	B	0.41%
MRO	A	0.41%
CLH	C	0.41%
RPM	B	0.41%
HBAN	B	0.41%
CASY	A	0.41%
NI	A	0.41%
SPG	A	0.41%
OC	A	0.41%
XEL	A	0.41%
FAST	B	0.41%
EVRG	A	0.4%
CACI	C	0.4%
OGE	A	0.4%
CAH	B	0.4%
BRX	A	0.4%
AM	A	0.4%
THC	C	0.4%
LITE	B	0.4%
PR	B	0.4%
ORI	A	0.4%
PFGC	B	0.4%
PCG	A	0.39%
DGX	A	0.39%
WEC	A	0.39%
AME	A	0.39%
PNW	B	0.39%
EMN	D	0.39%
PPL	A	0.39%
LAMR	D	0.39%
ESI	B	0.39%
CHTR	B	0.39%
JNPR	D	0.38%
OHI	B	0.38%
VTRS	A	0.38%
K	B	0.38%
DVA	C	0.38%
LNT	A	0.38%
EME	A	0.38%
JLL	D	0.38%
AVB	B	0.38%
UGI	C	0.37%
DTE	C	0.37%
REG	A	0.37%
SPB	C	0.37%
FYBR	C	0.37%
MTG	D	0.37%
ROKU	D	0.37%
CMS	C	0.37%
MANH	D	0.37%
RS	B	0.37%
VVV	D	0.36%
RMD	C	0.36%
GLPI	C	0.36%
LEN	D	0.36%
NXST	C	0.36%
EIX	C	0.36%
DKS	D	0.36%
NFG	A	0.36%
TSN	B	0.36%
BRBR	A	0.36%
KIM	A	0.36%
TKR	F	0.35%
CLX	A	0.35%
ED	C	0.35%
PAG	B	0.35%
FE	C	0.35%
CNM	C	0.35%
CUBE	C	0.35%
GGG	B	0.35%
POST	C	0.35%
DINO	D	0.35%
SSNC	C	0.35%
TSCO	D	0.34%
ANSS	B	0.34%
COKE	C	0.34%
BLDR	D	0.34%
HPE	B	0.34%
KVUE	A	0.33%
MSM	D	0.33%
CHE	F	0.33%
CTRA	B	0.33%
EPR	D	0.33%
DHI	D	0.33%
X	C	0.33%
VICI	C	0.33%
GEN	B	0.33%
HRB	D	0.33%
PK	D	0.33%
CHD	A	0.33%
BG	D	0.33%
STE	D	0.32%
LH	B	0.32%
AN	D	0.32%
CPB	D	0.32%
JBL	C	0.32%
HST	D	0.32%
GIS	F	0.32%
HOLX	D	0.32%
FBIN	F	0.32%
ESS	A	0.31%
ROST	D	0.31%
WSM	D	0.31%
WY	D	0.31%
EG	D	0.31%
RBC	A	0.31%
MTB	A	0.31%
WLK	F	0.31%
NUE	D	0.31%
CAG	F	0.31%
MAS	D	0.31%
LYB	F	0.31%
HIW	D	0.3%
AVY	D	0.3%
LECO	C	0.3%
GNTX	F	0.3%
BPOP	C	0.3%
ACI	C	0.3%
LSTR	D	0.3%
AR	B	0.3%
HPQ	B	0.3%
CTVA	C	0.3%
NEU	D	0.3%
DOX	D	0.3%
EQR	C	0.29%
A	F	0.29%
IFF	D	0.29%
RGLD	C	0.29%
KRC	C	0.29%
MOS	D	0.29%
SJM	D	0.29%
MOH	F	0.29%
RRC	B	0.29%
HSIC	C	0.29%
BBY	D	0.29%
ADM	D	0.29%
SAM	C	0.28%
VEEV	C	0.28%
EXC	C	0.28%
SNX	D	0.28%
MEDP	D	0.28%
SAIC	F	0.28%
IQV	F	0.28%
MKC	D	0.28%
CLF	F	0.28%
OMC	C	0.28%
OLN	F	0.28%
WST	D	0.28%
AOS	F	0.28%
STAG	D	0.28%
PAYX	B	0.27%
DVN	F	0.27%
OVV	C	0.27%
BYD	B	0.27%
MPWR	F	0.27%
INCY	C	0.27%
CRUS	F	0.27%
R	B	0.27%
FRPT	A	0.27%
SYY	D	0.27%
LPX	B	0.27%
TER	F	0.27%
ASH	F	0.26%
HRL	D	0.26%
DRI	C	0.26%
FLO	D	0.26%
CDW	F	0.26%
AMH	C	0.26%
JAZZ	C	0.26%
MAA	A	0.25%
CNC	F	0.25%
SMG	C	0.25%
NBIX	C	0.25%
UI	A	0.25%
QGEN	F	0.25%
RVTY	D	0.25%
HAL	C	0.25%
CWEN	C	0.24%
IRDM	F	0.24%
SWKS	F	0.24%
AGO	A	0.24%
ON	F	0.24%
IDA	A	0.24%
MGM	D	0.23%
STWD	C	0.23%
EGP	D	0.23%
FR	C	0.23%
DLB	F	0.22%
CROX	F	0.22%
WPC	C	0.22%
NNN	C	0.22%
PRI	A	0.22%
EXPD	D	0.22%
HUN	F	0.22%
EXP	B	0.21%
MCHP	F	0.21%
HSY	F	0.21%
RPRX	F	0.21%
FMC	D	0.21%
CPT	C	0.2%
BRKR	F	0.2%
AFG	A	0.19%
CE	F	0.19%
FNF	A	0.18%
GLW	B	0.18%
REYN	D	0.18%
REXR	F	0.18%
NVT	C	0.18%
FRT	B	0.18%
BKR	B	0.18%
RF	A	0.17%
KEYS	C	0.17%
ITT	A	0.17%
ACHC	F	0.17%
SLM	B	0.17%
ELAN	D	0.16%
SCI	A	0.15%
CUZ	B	0.15%
AXS	A	0.15%
APA	F	0.14%
AVT	C	0.14%
SON	F	0.14%
PINC	B	0.14%
DFS	B	0.14%
M	D	0.14%
RYN	D	0.14%
BAH	D	0.14%
POOL	D	0.13%
WEN	C	0.13%
TXT	D	0.13%
WTM	A	0.13%
BWA	D	0.13%
THO	C	0.13%
AKAM	F	0.12%
QRVO	F	0.12%
CFG	B	0.11%
ALLY	C	0.11%
KEY	B	0.1%
SLGN	A	0.1%
CXT	C	0.1%
ACGL	D	0.1%
NSA	C	0.09%
XRAY	D	0.09%
LBRDK	C	0.09%
AYI	B	0.09%
ZION	B	0.09%
TFX	F	0.08%
PB	A	0.07%
GEHC	D	0.07%
TNL	B	0.07%
RHI	C	0.07%
FNB	B	0.07%
CMA	B	0.07%
TECH	F	0.06%
CNXC	F	0.06%
NDSN	D	0.06%
GO	C	0.06%
IEX	B	0.05%
NVST	C	0.05%
PFG	C	0.05%
HXL	F	0.05%
CR	A	0.05%
WU	F	0.04%
CRI	F	0.04%
BIIB	F	0.04%
VIRT	A	0.04%
IPG	F	0.03%
ADTN	A	0.03%
FTRE	D	0.03%
PAYC	B	0.03%
HOG	F	0.02%
AEE	A	0.02%
KSS	F	0.01%
ATR	B	0.01%
CC	D	0.0%
CNA	C	0.0%

JPME Underweight 69 Positions Relative to SPMO

Symbol	Grade	Weight
NVDA	A	-10.2%
AMZN	B	-9.74%
META	C	-6.24%
BRK.A	B	-6.07%
AVGO	C	-5.46%
JPM	A	-5.38%
LLY	F	-5.19%
COST	A	-3.79%
WMT	A	-2.39%
GE	D	-2.09%
PGR	B	-1.61%
GS	B	-1.47%
AXP	B	-1.39%
IBM	C	-1.27%
KKR	A	-1.23%
T	A	-1.15%
AMGN	D	-1.04%
RTX	D	-1.01%
TMUS	B	-0.99%
TJX	A	-0.99%
BSX	A	-0.98%
ETN	B	-0.96%
ANET	C	-0.92%
C	B	-0.89%
TT	A	-0.85%
CB	C	-0.84%
MCK	A	-0.81%
FI	A	-0.78%
VRTX	D	-0.77%
CTAS	B	-0.72%
REGN	F	-0.72%
MSI	B	-0.67%
ICE	C	-0.65%
APH	B	-0.65%
CL	D	-0.62%
CEG	C	-0.58%
WELL	A	-0.57%
FICO	B	-0.57%
TDG	D	-0.56%
GD	D	-0.55%
BK	B	-0.54%
KLAC	F	-0.53%
PH	B	-0.52%
CMG	C	-0.47%
ALL	A	-0.46%
WM	B	-0.44%
HWM	A	-0.44%
HLT	A	-0.43%
URI	B	-0.36%
IR	B	-0.34%
PRU	B	-0.33%
RSG	A	-0.33%
AIG	C	-0.33%
ECL	D	-0.33%
GDDY	A	-0.31%
AXON	A	-0.3%
PSX	C	-0.3%
RCL	A	-0.28%
MPC	D	-0.27%
WAB	B	-0.22%
VLTO	C	-0.21%
NDAQ	A	-0.21%
WTW	B	-0.2%
MLM	B	-0.19%
STX	D	-0.15%
BR	B	-0.15%
WRB	B	-0.12%
NWSA	B	-0.07%
NWS	A	-0.02%