JPSE vs. IYR ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) to iShares U.S. Real Estate ETF (IYR)
JPSE

JPMorgan Diversified Return U.S. Small Cap Equity ETF

JPSE Description

The Fund seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 2000 Diversified Factor Index.

Grade (RS Rating)

Last Trade

$50.39

Average Daily Volume

33,513

Number of Holdings *

529

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

iShares U.S. Real Estate ETF

IYR Description The investment seeks to track the investment results of an index composed of U.S. equities in the real estate sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Real Estate Index (the "underlying index"), which measures the performance of the real estate sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include real estate investment trusts ("REITs").

Grade (RS Rating)

Last Trade

$99.62

Average Daily Volume

5,414,134

Number of Holdings *

64

* may have additional holdings in another (foreign) market
Performance
Period JPSE IYR
30 Days 5.92% -0.39%
60 Days 5.89% -1.91%
90 Days 6.96% 1.18%
12 Months 28.45% 24.24%
2 Overlapping Holdings
Symbol Grade Weight in JPSE Weight in IYR Overlap
PCH F 0.24% 0.23% 0.23%
SBRA C 0.29% 0.32% 0.29%
JPSE Overweight 527 Positions Relative to IYR
Symbol Grade Weight
SMR B 0.67%
GEO B 0.55%
STRL A 0.46%
CORT B 0.43%
SFM A 0.41%
CNX A 0.4%
IDCC B 0.39%
IDT B 0.39%
MLI B 0.39%
AIT B 0.39%
CXW C 0.39%
LUMN C 0.39%
TPB B 0.38%
TDS B 0.38%
CALM A 0.38%
CRS B 0.38%
ENVA B 0.36%
UEC B 0.36%
PLXS B 0.36%
PRDO B 0.35%
KTB B 0.35%
AROC A 0.35%
LAUR A 0.35%
JXN C 0.35%
ACA A 0.35%
CMC B 0.34%
CENX B 0.34%
MATX C 0.34%
CRVL B 0.33%
CNO B 0.33%
AGYS A 0.33%
SKYW C 0.33%
MAC B 0.33%
ACLX C 0.32%
HCC B 0.32%
CEIX A 0.32%
SLVM B 0.32%
BCC B 0.32%
BKE B 0.32%
SKT A 0.32%
UFPI C 0.32%
TGNA B 0.32%
ONB C 0.32%
CSWI B 0.32%
FELE B 0.31%
TMHC C 0.31%
FN C 0.31%
COOP B 0.31%
PBH A 0.31%
CBT D 0.31%
QTWO A 0.31%
MC C 0.31%
TILE B 0.31%
UE B 0.31%
OGS A 0.31%
AKR B 0.31%
TTMI C 0.31%
SIG B 0.31%
BMI B 0.31%
SLG B 0.31%
AVNT B 0.31%
GPI B 0.31%
CPRX C 0.3%
KRG B 0.3%
BKH A 0.3%
BCPC B 0.3%
UBSI B 0.3%
ABCB B 0.3%
WTS B 0.3%
ANET C 0.3%
LGND C 0.3%
MMSI A 0.3%
SEM B 0.3%
NMRK C 0.3%
CPK A 0.3%
CTRE C 0.29%
LTC B 0.29%
CDP C 0.29%
HQY A 0.29%
SR A 0.29%
CVLT B 0.29%
PRGS A 0.29%
CCOI B 0.29%
ESRT C 0.29%
SATS D 0.29%
PATK C 0.29%
ITGR B 0.29%
NJR A 0.29%
EPRT B 0.29%
LZB B 0.29%
CWST A 0.29%
AEIS C 0.28%
ENSG C 0.28%
MHO D 0.28%
SM B 0.28%
NOVT D 0.28%
STC B 0.28%
WDFC B 0.28%
ALE A 0.28%
ENR B 0.28%
NWE B 0.28%
AVA A 0.28%
SXC A 0.28%
RHP B 0.28%
HLNE B 0.28%
WHD B 0.28%
MGY A 0.28%
FSS B 0.27%
OTTR C 0.27%
PLAB C 0.27%
PFSI C 0.27%
IOSP C 0.27%
SPSC D 0.27%
AX B 0.27%
MTX B 0.27%
GMS B 0.27%
INVA D 0.27%
PECO A 0.27%
KBH D 0.27%
POR C 0.27%
RDN D 0.27%
SWX B 0.26%
HLX B 0.26%
BNL D 0.26%
FCPT C 0.26%
GATX A 0.26%
GSAT C 0.26%
MTRN C 0.26%
ARCH B 0.26%
FDP B 0.26%
CARG B 0.26%
HNI B 0.26%
NPO A 0.26%
RDNT B 0.26%
NHI D 0.26%
BHE C 0.26%
FUL F 0.26%
MTH D 0.26%
TRNO F 0.25%
ROIC A 0.25%
PDM D 0.25%
SMPL B 0.25%
HLIT D 0.25%
MMS F 0.25%
VIAV C 0.25%
INFN D 0.25%
SXI B 0.25%
EXTR C 0.25%
SHO D 0.25%
JJSF C 0.25%
RYI C 0.25%
DEI B 0.25%
NWN A 0.25%
ESNT F 0.25%
YELP C 0.25%
MGEE B 0.25%
DHT F 0.25%
ANDE D 0.25%
TPH D 0.24%
CRAI C 0.24%
BTU B 0.24%
SCVL F 0.24%
FIZZ C 0.24%
APOG C 0.24%
WK B 0.24%
NGVT B 0.24%
IRT A 0.24%
UFPT C 0.24%
KLIC B 0.24%
HOMB A 0.24%
IIPR D 0.24%
SANM B 0.24%
WTTR A 0.24%
JOE F 0.24%
EPC F 0.24%
IBP D 0.24%
BDC C 0.23%
ECVT C 0.23%
CHX C 0.23%
EFC C 0.23%
SWBI C 0.23%
CABO B 0.23%
AMR C 0.23%
NMIH C 0.23%
CDE C 0.23%
APLE B 0.23%
DGII C 0.23%
SXT C 0.23%
OFG B 0.23%
ETD C 0.23%
ESGR B 0.22%
UTZ D 0.22%
UVV B 0.22%
COLL F 0.22%
UCTT D 0.22%
KALU C 0.22%
SUPN C 0.22%
NTB B 0.22%
LANC C 0.22%
RLJ C 0.22%
GPOR B 0.22%
CTS C 0.22%
AAT B 0.22%
ABM B 0.21%
ORA B 0.21%
PLUS F 0.21%
ADUS D 0.21%
GRBK D 0.21%
CRK B 0.21%
HAE C 0.21%
AMPH F 0.21%
PI D 0.21%
LNTH D 0.21%
SCSC C 0.21%
NSIT F 0.21%
RMBS B 0.21%
BDN C 0.21%
CATY B 0.21%
QLYS B 0.21%
KOP C 0.21%
ARCB C 0.21%
WAFD B 0.21%
HL D 0.2%
SCS C 0.2%
HWKN B 0.2%
AWR B 0.2%
POWI F 0.2%
GNW A 0.2%
IBOC B 0.2%
NTGR B 0.2%
STNG F 0.2%
CRC A 0.2%
FORM D 0.2%
DBRG F 0.2%
OEC C 0.2%
DRH B 0.2%
SHOO F 0.19%
LBRT D 0.19%
INSW F 0.19%
EQC B 0.19%
WKC C 0.19%
STRA C 0.19%
GFF A 0.19%
UNFI A 0.19%
ASTH F 0.19%
REX D 0.19%
COHU C 0.19%
XHR B 0.19%
CWT C 0.19%
HASI D 0.19%
WOR F 0.19%
HLF C 0.19%
IMKTA C 0.19%
SCL C 0.19%
KWR C 0.19%
KNTK A 0.18%
KLG B 0.18%
ATEN A 0.18%
ASO F 0.18%
UPBD B 0.18%
EAF C 0.18%
HAYN A 0.18%
LXU B 0.18%
MUR D 0.18%
OPCH D 0.18%
HE C 0.18%
TNET F 0.18%
GEF A 0.18%
LXP D 0.18%
AZZ A 0.18%
VITL D 0.18%
DVAX C 0.18%
DEA D 0.17%
APAM B 0.17%
LILAK D 0.17%
TROX D 0.17%
LPG F 0.17%
NBTB B 0.17%
CNXN C 0.17%
OUT A 0.17%
AEO F 0.17%
HOPE C 0.17%
ALKS C 0.17%
ATKR D 0.17%
LADR B 0.17%
DNOW B 0.17%
EGHT B 0.17%
FULT A 0.17%
HWC B 0.17%
NWBI B 0.17%
MTUS C 0.17%
ANIP F 0.17%
DIOD D 0.17%
EIG B 0.17%
JBSS F 0.17%
WGO C 0.17%
AMSC B 0.17%
PBF D 0.17%
USPH B 0.17%
URBN C 0.17%
VCTR B 0.16%
CSTM F 0.16%
NAVI F 0.16%
DOLE D 0.16%
RYAM C 0.16%
KFY B 0.16%
WMK C 0.16%
MED D 0.16%
NOG B 0.16%
NTCT C 0.16%
PMT C 0.16%
VSH F 0.16%
GTY A 0.16%
FBP C 0.16%
CMRE C 0.16%
MGRC B 0.16%
GOGO C 0.15%
MATV D 0.15%
WSR A 0.15%
THS D 0.15%
ALEX B 0.15%
SGRY F 0.15%
ACRE B 0.15%
CNMD C 0.15%
SJW F 0.15%
CLW F 0.15%
CENTA C 0.15%
CLFD F 0.15%
CSGS B 0.15%
ASGN F 0.15%
PEB D 0.15%
EE A 0.15%
RGR F 0.14%
RDFN D 0.14%
RNST B 0.14%
SPTN D 0.14%
SFNC C 0.14%
MOG.A B 0.14%
LCII C 0.14%
WSBC B 0.14%
YOU D 0.14%
AUB B 0.13%
FUBO D 0.13%
ALRM C 0.13%
FFBC B 0.13%
SHEN F 0.13%
MLKN F 0.13%
HTH C 0.13%
ABG C 0.13%
CHEF A 0.13%
PARR F 0.13%
CALX D 0.13%
BGS F 0.13%
METC C 0.13%
PTEN C 0.13%
HVT D 0.13%
ASIX B 0.13%
INN D 0.12%
ACCO C 0.12%
UMBF B 0.12%
EVTC B 0.12%
ZEUS C 0.12%
IVT A 0.12%
ENS F 0.12%
PRG C 0.12%
ACT C 0.12%
AIN C 0.12%
IPAR B 0.12%
PBI B 0.11%
BZH C 0.11%
ASC F 0.11%
SNEX B 0.11%
CCS D 0.11%
WT A 0.11%
VREX B 0.11%
COMM D 0.11%
IGT F 0.11%
MGPI F 0.11%
EXPO D 0.11%
CVI F 0.11%
EXPI D 0.11%
CNSL C 0.1%
OMCL C 0.1%
ARI C 0.1%
SD D 0.1%
SSTK F 0.1%
HRMY D 0.1%
OMI F 0.1%
RDUS B 0.1%
BXC B 0.1%
OXM F 0.1%
BLKB B 0.1%
USNA C 0.1%
MRC B 0.1%
HAIN D 0.1%
HOV D 0.1%
OCFC B 0.1%
NSP F 0.1%
GNK D 0.1%
BLMN F 0.1%
PGRE F 0.09%
NUS D 0.09%
TRMK C 0.09%
IPI C 0.09%
ICHR C 0.09%
EGY D 0.09%
MSEX C 0.09%
AGM B 0.09%
ACLS F 0.09%
PNTG D 0.09%
XRX F 0.09%
MOV D 0.09%
PHIN A 0.09%
RES D 0.09%
CMCO C 0.09%
CASH B 0.09%
WNC C 0.09%
HSII B 0.08%
PRM C 0.08%
FCF B 0.08%
SAFT B 0.08%
CSTL D 0.08%
OSUR F 0.08%
SLP D 0.08%
CNS B 0.08%
RUN F 0.08%
DORM B 0.08%
CHCO B 0.07%
PSMT D 0.07%
UNIT B 0.07%
FRME B 0.07%
DFIN D 0.07%
BSIG A 0.07%
FLNG C 0.07%
NHC C 0.07%
ARCT F 0.07%
HUBG A 0.07%
TRST B 0.07%
SRCE B 0.07%
CWK C 0.07%
GIII D 0.07%
THRM F 0.07%
NEO C 0.07%
BUSE B 0.06%
CARS C 0.06%
AHCO F 0.06%
CHCT C 0.06%
RBCAA B 0.06%
MWA B 0.06%
ZUMZ B 0.06%
B A 0.06%
USAP B 0.06%
HI C 0.06%
CTBI B 0.06%
FLGT F 0.06%
SWI C 0.06%
RWT D 0.06%
AMWD C 0.06%
CWCO C 0.06%
BRY F 0.06%
MITK C 0.05%
NAT F 0.05%
HCSG C 0.05%
SYNA C 0.05%
NX C 0.05%
ZYXI D 0.05%
MEI F 0.05%
AVNS F 0.05%
NPK B 0.05%
ANF F 0.05%
KRO C 0.05%
SVC F 0.05%
PLL C 0.05%
AVNW F 0.05%
MYGN F 0.05%
CCRN F 0.04%
SCHL F 0.04%
BANF B 0.04%
GTN F 0.04%
TH C 0.04%
NATR C 0.04%
WOW C 0.04%
NR B 0.04%
PDCO F 0.04%
VRNT C 0.04%
HMN B 0.04%
ATEX F 0.04%
RC D 0.03%
IRWD F 0.03%
AIV C 0.03%
OSPN A 0.03%
VNDA C 0.03%
MXL C 0.03%
CWH B 0.03%
THFF B 0.03%
STAA F 0.03%
DXPE C 0.03%
MYE F 0.03%
CAL F 0.03%
LFMD D 0.03%
CSV B 0.03%
GRWG D 0.03%
GIC D 0.02%
RGP F 0.02%
CCSI C 0.02%
VRTS B 0.02%
LWLG D 0.02%
TG D 0.02%
MMI C 0.02%
SRDX B 0.02%
CIX D 0.02%
AVD C 0.02%
TRS B 0.02%
AAOI B 0.02%
PCRX C 0.02%
HPP F 0.01%
TRTX C 0.01%
TBI F 0.01%
BH B 0.01%
TNC D 0.01%
BOOM F 0.01%
AOSL C 0.01%
UNF B 0.01%
ANIK D 0.01%
RBBN C 0.0%
ODP F 0.0%
STHO F 0.0%
JPSE Underweight 62 Positions Relative to IYR
Symbol Grade Weight
PLD F -7.78%
AMT C -6.8%
EQIX A -6.31%
WELL A -4.84%
SPG A -4.14%
DLR B -4.14%
PSA C -3.95%
O C -3.69%
CCI C -3.38%
CBRE B -2.94%
EXR C -2.61%
IRM C -2.52%
VICI C -2.48%
AVB B -2.44%
CSGP D -2.19%
VTR B -1.97%
EQR C -1.88%
SBAC D -1.78%
WY F -1.69%
ESS B -1.45%
INVH D -1.44%
MAA B -1.38%
KIM A -1.26%
ARE F -1.23%
SUI C -1.1%
DOC C -1.1%
GLPI C -1.01%
UDR B -1.0%
ELS C -0.99%
CPT B -0.96%
JLL D -0.93%
HST C -0.91%
WPC C -0.91%
REG A -0.9%
AMH C -0.89%
BXP C -0.86%
LAMR C -0.83%
CUBE C -0.82%
Z A -0.82%
OHI C -0.77%
NLY C -0.74%
REXR F -0.69%
BRX A -0.65%
FRT B -0.64%
EGP D -0.63%
NNN C -0.58%
ADC A -0.57%
AGNC C -0.56%
FR D -0.52%
VNO C -0.51%
STAG D -0.5%
HR B -0.48%
STWD C -0.46%
COLD D -0.43%
RITM C -0.42%
CUZ B -0.35%
KRC B -0.31%
RYN D -0.3%
ZG A -0.29%
LINE F -0.28%
HHH B -0.18%
SEG B -0.02%
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