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      JPME vs. USMF ETF Comparison

      Comparison of JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) to WisdomTree U.S. Multifactor Fund (USMF)
      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

      $104.10

      Average Daily Volume

      15,824

      Number of Holdings *

      340

      * may have additional holdings in another (foreign) market
      USMF

      WisdomTree U.S. Multifactor Fund

      USMF Description The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $48.33

      Average Daily Volume

      23,364

      Number of Holdings *

      197

      * may have additional holdings in another (foreign) market
      Performance
      Period JPME USMF
      30 Days 4.25% 2.18%
      60 Days 6.63% 4.60%
      90 Days 9.45% 6.66%
      12 Months 23.92% 25.77%
      84 Overlapping Holdings
      Symbol Grade Weight in JPME Weight in USMF Overlap
      ACI F 0.3% 0.35% 0.3%
      ADTN D 0.03% 0.34% 0.03%
      AFG B 0.19% 0.35% 0.19%
      AFL C 0.47% 0.44% 0.44%
      AKAM D 0.14% 1.18% 0.14%
      ALSN B 0.44% 0.31% 0.31%
      AMP A 0.39% 0.37% 0.37%
      APA F 0.14% 0.22% 0.14%
      APP C 0.46% 0.61% 0.46%
      ATR B 0.01% 0.44% 0.01%
      AYI B 0.07% 0.29% 0.07%
      CACI B 0.42% 0.44% 0.42%
      CAG C 0.41% 0.36% 0.36%
      CAH C 0.36% 0.44% 0.36%
      CBOE C 0.43% 0.45% 0.43%
      CHE C 0.35% 0.37% 0.35%
      CIEN C 0.33% 0.7% 0.33%
      CMI C 0.39% 0.35% 0.35%
      CNA C 0.0% 0.41% 0.0%
      CNC D 0.3% 0.32% 0.3%
      CNM F 0.28% 0.2% 0.2%
      CRUS D 0.36% 0.84% 0.36%
      DGX B 0.4% 0.44% 0.4%
      DINO F 0.28% 0.25% 0.25%
      DKS D 0.36% 0.34% 0.34%
      DRI B 0.27% 0.77% 0.27%
      DTM B 0.25% 0.5% 0.25%
      DVA B 0.41% 0.26% 0.26%
      DVN F 0.22% 0.28% 0.22%
      EHC C 0.41% 0.45% 0.41%
      EIX C 0.44% 0.37% 0.37%
      EME B 0.29% 0.31% 0.29%
      ETR B 0.43% 0.41% 0.41%
      EXEL C 0.34% 0.38% 0.34%
      FANG D 0.34% 0.34% 0.34%
      FCNCA D 0.42% 0.28% 0.28%
      GIS B 0.32% 0.37% 0.32%
      GNTX F 0.3% 0.58% 0.3%
      HAL F 0.24% 0.26% 0.24%
      HIG B 0.43% 0.48% 0.43%
      HOLX B 0.37% 0.46% 0.37%
      HPE D 0.22% 0.65% 0.22%
      HPQ D 0.25% 0.83% 0.25%
      HRB C 0.38% 0.77% 0.38%
      HST C 0.3% 0.65% 0.3%
      INCY C 0.22% 0.37% 0.22%
      INGR B 0.44% 0.45% 0.44%
      IPG C 0.03% 0.74% 0.03%
      JBL D 0.26% 0.57% 0.26%
      JNPR B 0.38% 0.98% 0.38%
      KR C 0.39% 0.36% 0.36%
      L C 0.25% 0.43% 0.25%
      LDOS B 0.4% 0.44% 0.4%
      MOH D 0.34% 0.35% 0.34%
      MTB B 0.25% 0.25% 0.25%
      NBIX F 0.25% 0.31% 0.25%
      NRG C 0.29% 0.26% 0.26%
      NTAP D 0.34% 0.79% 0.34%
      OC D 0.34% 0.23% 0.23%
      OGE C 0.4% 0.39% 0.39%
      OMC B 0.28% 0.93% 0.28%
      ORI B 0.43% 0.39% 0.39%
      OVV F 0.24% 0.23% 0.23%
      PCG C 0.4% 0.36% 0.36%
      POST C 0.43% 0.38% 0.38%
      PPC D 0.34% 0.38% 0.34%
      PRI B 0.2% 0.34% 0.2%
      RGA C 0.39% 0.39% 0.39%
      SAIC C 0.33% 0.35% 0.33%
      SNX D 0.24% 1.13% 0.24%
      STLD F 0.33% 0.23% 0.23%
      SYF C 0.33% 0.27% 0.27%
      SYY D 0.31% 0.38% 0.31%
      TAP D 0.35% 0.32% 0.32%
      THC A 0.43% 0.28% 0.28%
      TXRH C 0.37% 0.62% 0.37%
      TXT D 0.14% 0.3% 0.14%
      UHS B 0.46% 0.41% 0.41%
      UNM B 0.42% 0.36% 0.36%
      UTHR C 0.44% 0.45% 0.44%
      VTRS D 0.35% 0.33% 0.33%
      WPC C 0.27% 0.81% 0.27%
      WSM D 0.34% 0.31% 0.31%
      XEL B 0.37% 0.35% 0.35%
      JPME Overweight 256 Positions Relative to USMF
      Symbol Grade Weight
      FYBR C 0.54%
      K B 0.52%
      IRM C 0.48%
      JEF B 0.48%
      OHI B 0.47%
      CBRE A 0.47%
      TRGP B 0.46%
      BRX B 0.45%
      MTG B 0.45%
      NI B 0.45%
      PHM B 0.44%
      ATO B 0.44%
      OKE B 0.44%
      TOL B 0.44%
      CUBE B 0.43%
      PPL C 0.43%
      PEG B 0.43%
      AVB B 0.43%
      GRMN D 0.43%
      FE C 0.42%
      ED C 0.42%
      EVRG B 0.42%
      DHI B 0.42%
      CMS C 0.42%
      CPB C 0.42%
      USFD B 0.42%
      LEN B 0.42%
      PNW C 0.42%
      MPWR C 0.41%
      SPG B 0.41%
      AJG D 0.41%
      CLH A 0.41%
      LAMR B 0.41%
      WMB B 0.41%
      IP B 0.4%
      TYL C 0.4%
      REG C 0.4%
      AEE C 0.39%
      JLL B 0.39%
      NFG B 0.39%
      EPR B 0.39%
      HUBB B 0.39%
      CLX 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%
      RPM B 0.38%
      MANH 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%
      ESI D 0.36%
      NXST D 0.36%
      CHD D 0.36%
      ROST C 0.36%
      KVUE C 0.36%
      ROKU C 0.36%
      PWR B 0.36%
      SSNC B 0.36%
      AN D 0.35%
      OMF D 0.35%
      BG D 0.35%
      MKC C 0.35%
      SNA C 0.35%
      DTE C 0.35%
      PFGC B 0.35%
      BBY C 0.34%
      BLDR C 0.34%
      CSGP D 0.34%
      WY C 0.34%
      EG C 0.34%
      GGG C 0.34%
      ESS B 0.34%
      RMD C 0.34%
      WLK D 0.34%
      RS D 0.34%
      HBAN B 0.34%
      ACHC C 0.34%
      IQV C 0.34%
      VST C 0.34%
      AME C 0.34%
      AVY C 0.34%
      ANSS D 0.33%
      TPR C 0.33%
      TER D 0.33%
      MAS B 0.33%
      CNP C 0.33%
      VVV D 0.33%
      LNT B 0.33%
      CHTR D 0.33%
      CE F 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%
      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%
      SRCL A 0.3%
      ODFL D 0.3%
      CTRA D 0.3%
      OLN D 0.29%
      FLO C 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%
      CSL B 0.28%
      Z B 0.28%
      SWKS D 0.28%
      ADM D 0.28%
      NNN C 0.28%
      SWN D 0.27%
      KRC B 0.27%
      FR B 0.27%
      CROX D 0.27%
      RBC C 0.27%
      EGP B 0.27%
      FRPT B 0.27%
      AR F 0.27%
      X F 0.27%
      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%
      IRDM D 0.25%
      TPL B 0.25%
      BYD C 0.24%
      EXPD C 0.24%
      MEDP F 0.24%
      IDA C 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%
      CLF F 0.22%
      FRT C 0.21%
      CPT B 0.21%
      DLB D 0.21%
      LW D 0.21%
      QRVO F 0.2%
      REYN C 0.2%
      CELH F 0.2%
      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%
      M F 0.14%
      LPX B 0.14%
      AXS B 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%
      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%
      PAYC D 0.03%
      BBWI F 0.03%
      FTRE D 0.03%
      HOG C 0.02%
      KSS F 0.01%
      JPME Underweight 113 Positions Relative to USMF
      Symbol Grade Weight
      MSI B -1.62%
      IBM B -1.62%
      FFIV B -1.5%
      VRSN D -1.46%
      CTSH C -1.42%
      ROP C -1.41%
      CSCO C -1.37%
      GDDY C -1.23%
      TMUS C -1.22%
      TDY B -1.18%
      NSIT D -1.12%
      T C -1.1%
      FOXA B -1.1%
      EA D -1.06%
      WDAY D -0.95%
      CMCSA D -0.94%
      VNT F -0.93%
      NYT C -0.91%
      VZ B -0.88%
      DBX D -0.87%
      TJX B -0.86%
      MUSA D -0.83%
      FTNT C -0.79%
      DOCU C -0.72%
      RHP C -0.69%
      ARMK B -0.65%
      DIS D -0.64%
      EPAM F -0.64%
      QCOM D -0.61%
      CMG C -0.55%
      JNJ C -0.53%
      LMT C -0.51%
      GM C -0.51%
      ABBV C -0.51%
      APPF D -0.5%
      GILD B -0.48%
      ULTA D -0.48%
      REGN C -0.46%
      CL D -0.44%
      DPZ F -0.44%
      BRK.A C -0.43%
      BMY C -0.43%
      BSX B -0.43%
      RL C -0.43%
      RSG D -0.43%
      ECL B -0.43%
      EXPE C -0.42%
      WMT C -0.42%
      TRV C -0.42%
      WM D -0.42%
      FSLR C -0.42%
      HCA B -0.41%
      KMB D -0.41%
      MMC C -0.41%
      MO C -0.41%
      CW B -0.4%
      WRB C -0.4%
      XOM C -0.4%
      PSN B -0.4%
      SYK C -0.39%
      PG C -0.39%
      AEP C -0.39%
      CINF B -0.39%
      MRK D -0.38%
      JPM D -0.38%
      MCK F -0.37%
      AIZ B -0.36%
      ELV C -0.36%
      ALL B -0.35%
      PGR B -0.35%
      KHC C -0.35%
      RLI B -0.35%
      RYAN D -0.35%
      WAB B -0.34%
      AIG D -0.34%
      ZBH F -0.34%
      GPK B -0.34%
      DCI C -0.34%
      AXP B -0.34%
      MET B -0.34%
      VRTX D -0.33%
      MKL C -0.33%
      HII D -0.33%
      PRU C -0.33%
      MPC F -0.32%
      DE B -0.32%
      MSA D -0.32%
      VOYA B -0.32%
      CCK A -0.31%
      IBKR B -0.31%
      KEX C -0.31%
      CI C -0.3%
      PCAR D -0.3%
      VLO F -0.29%
      CHRD F -0.29%
      WFC D -0.29%
      FLS D -0.29%
      SFM B -0.29%
      LLY C -0.28%
      WWD D -0.28%
      MLI A -0.28%
      ANF D -0.28%
      EQH C -0.27%
      APO C -0.25%
      CMC D -0.25%
      GAP F -0.25%
      SW B -0.23%
      DAL C -0.22%
      CRBG D -0.22%
      LPLA D -0.22%
      TGT C -0.2%
      HQY C -0.2%
      GL C -0.17%

      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

      USMF: Top Represented Industries & Keywords

      Industries: Insurance - Property & Casualty Information Technology Services Biotechnology Communication Equipment Diversified Industrials Drug Manufacturers - Major Insurance - Diversified Insurance - Life Medical Care Packaged Foods Software - Application Oil & Gas E&P Restaurants Utilities - Regulated Electric Aerospace & Defense Asset Management Health Care Plans Packaging & Containers Specialty Retail Apparel Stores
      Keywords: S&P 500 Insurance Nasdaq 100 Disability Life Insurance Computing Insurance Products Medicine Natural Gas Dow Jones Component Aerospace Electricity Telecommunications Bank Casualty Insurance Electronics Health Insurance Chemical Grocery Store Petroleum Industry
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