JPUS vs. CRBN ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to iShares MSCI ACWI Low Carbon Target ETF (CRBN)

JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPUS Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in 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. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

Grade (RS Rating)

Last Trade

$119.99

Average Daily Volume

6,379

Number of Holdings ^*

355

* may have additional holdings in another (foreign) market

CRBN

iShares MSCI ACWI Low Carbon Target ETF

CRBN Description

The investment seeks to track the investment results of an index composed of large and mid-capitalization developed and emerging market equities with a lower carbon exposure than that of the broad market. The fund seeks to track the investment results of the MSCI ACWI Low Carbon Target Index. It generally invests at least 80% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is designed to address two dimensions of carbon exposure - carbon emissions and potential carbon emissions from fossil fuel reserves. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$197.26

Average Daily Volume

7,589

Number of Holdings ^*

400

* may have additional holdings in another (foreign) market

Performance

Period	JPUS	CRBN
30 Days	-0.14%	0.72%
60 Days	2.52%	3.56%
90 Days	5.17%	5.06%
12 Months	26.16%	27.94%

152 Overlapping Holdings

Symbol	Grade	Weight in JPUS	Weight in CRBN	Overlap
AAPL	C	0.35%	4.25%	0.35%
ABBV	F	0.39%	0.51%	0.39%
ABT	C	0.32%	0.08%	0.08%
ACGL	C	0.31%	0.07%	0.07%
ACN	B	0.31%	0.29%	0.29%
ADBE	C	0.05%	0.27%	0.05%
ADI	D	0.37%	0.18%	0.18%
AFG	A	0.06%	0.01%	0.01%
AFL	C	0.38%	0.17%	0.17%
AMAT	F	0.31%	0.12%	0.12%
AMGN	F	0.38%	0.26%	0.26%
AMP	A	0.29%	0.05%	0.05%
ANET	C	0.51%	0.17%	0.17%
APH	B	0.41%	0.19%	0.19%
APO	B	0.23%	0.09%	0.09%
AVB	B	0.31%	0.04%	0.04%
AVGO	C	0.4%	1.09%	0.4%
BAC	A	0.3%	0.39%	0.3%
BAH	C	0.37%	0.03%	0.03%
BDX	F	0.2%	0.1%	0.1%
BKNG	A	0.18%	0.23%	0.18%
BMY	B	0.24%	0.22%	0.22%
BRK.A	B	0.38%	0.63%	0.38%
CB	C	0.26%	0.23%	0.23%
CBOE	D	0.26%	0.03%	0.03%
CCI	F	0.16%	0.08%	0.08%
CDNS	B	0.32%	0.09%	0.09%
CEG	D	0.43%	0.04%	0.04%
CFG	B	0.07%	0.03%	0.03%
CHD	A	0.32%	0.06%	0.06%
CHTR	B	0.41%	0.09%	0.09%
CI	D	0.33%	0.11%	0.11%
CL	F	0.32%	0.13%	0.13%
CMCSA	B	0.43%	0.29%	0.29%
COF	B	0.47%	0.08%	0.08%
CSCO	A	0.4%	0.42%	0.4%
CSX	B	0.13%	0.13%	0.13%
CTSH	A	0.36%	0.07%	0.07%
CTVA	C	0.32%	0.12%	0.12%
CVS	F	0.4%	0.04%	0.04%
DFS	B	0.14%	0.06%	0.06%
DGX	B	0.35%	0.06%	0.06%
DHR	F	0.28%	0.23%	0.23%
DRI	B	0.24%	0.0%	0.0%
DVA	C	0.35%	0.03%	0.03%
EA	A	0.18%	0.08%	0.08%
ECL	C	0.28%	0.17%	0.17%
ED	D	0.35%	0.06%	0.06%
EG	D	0.28%	0.02%	0.02%
EIX	C	0.35%	0.2%	0.2%
ELV	F	0.27%	0.13%	0.13%
EQR	C	0.19%	0.03%	0.03%
ESS	C	0.36%	0.01%	0.01%
ETN	B	0.42%	0.19%	0.19%
EXC	C	0.31%	0.03%	0.03%
FAST	B	0.4%	0.15%	0.15%
FCNCA	B	0.45%	0.05%	0.05%
FCX	F	0.26%	0.23%	0.23%
FITB	A	0.31%	0.02%	0.02%
FNF	C	0.34%	0.02%	0.02%
GEN	B	0.07%	0.08%	0.07%
GILD	B	0.34%	0.2%	0.2%
GIS	F	0.33%	0.01%	0.01%
GLPI	D	0.34%	0.02%	0.02%
GOOGL	C	0.11%	1.39%	0.11%
GRMN	A	0.43%	0.13%	0.13%
GWW	B	0.43%	0.04%	0.04%
HCA	D	0.34%	0.12%	0.12%
HIG	C	0.38%	0.06%	0.06%
HST	D	0.41%	0.05%	0.05%
HSY	F	0.25%	0.04%	0.04%
HUBB	C	0.37%	0.11%	0.11%
IBM	D	0.3%	0.33%	0.3%
INTU	A	0.33%	0.23%	0.23%
IPG	F	0.15%	0.01%	0.01%
IRM	D	0.39%	0.06%	0.06%
IT	B	0.32%	0.07%	0.07%
ITW	B	0.34%	0.13%	0.13%
KDP	C	0.25%	0.05%	0.05%
KIM	A	0.33%	0.01%	0.01%
KLAC	F	0.33%	0.21%	0.21%
KO	F	0.34%	0.44%	0.34%
KVUE	A	0.37%	0.11%	0.11%
LDOS	C	0.25%	0.05%	0.05%
LH	B	0.27%	0.05%	0.05%
LIN	D	0.29%	0.1%	0.1%
LLY	F	0.32%	0.81%	0.32%
LNG	B	0.32%	0.09%	0.09%
LOW	B	0.35%	0.18%	0.18%
LRCX	F	0.27%	0.09%	0.09%
MAS	D	0.3%	0.06%	0.06%
MDLZ	F	0.33%	0.09%	0.09%
MDT	D	0.24%	0.11%	0.11%
META	B	0.41%	1.65%	0.41%
MMC	D	0.05%	0.19%	0.05%
MNST	B	0.03%	0.11%	0.03%
MO	A	0.38%	0.37%	0.37%
MRK	F	0.26%	0.36%	0.26%
MSFT	C	0.34%	3.74%	0.34%
MSI	B	0.41%	0.17%	0.17%
NEM	F	0.19%	0.07%	0.07%
NKE	F	0.06%	0.11%	0.06%
NTAP	D	0.31%	0.08%	0.08%
NVDA	A	0.45%	4.69%	0.45%
ORCL	A	0.39%	0.43%	0.39%
PEG	C	0.4%	0.07%	0.07%
PEP	D	0.34%	0.21%	0.21%
PG	C	0.35%	0.6%	0.35%
PGR	A	0.39%	0.18%	0.18%
PH	A	0.39%	0.12%	0.12%
PLD	D	0.01%	0.14%	0.01%
PM	B	0.38%	0.44%	0.38%
PRU	B	0.1%	0.03%	0.03%
PSA	D	0.33%	0.1%	0.1%
PWR	B	0.44%	0.02%	0.02%
QCOM	F	0.31%	0.25%	0.25%
REG	A	0.38%	0.0%	0.0%
REGN	F	0.27%	0.12%	0.12%
RMD	C	0.07%	0.03%	0.03%
ROKU	C	0.0%	0.01%	0.0%
ROST	D	0.22%	0.05%	0.05%
RS	C	0.4%	0.16%	0.16%
RVTY	C	0.24%	0.01%	0.01%
SPG	A	0.4%	0.11%	0.11%
SRE	B	0.36%	0.01%	0.01%
SSNC	C	0.04%	0.15%	0.04%
STE	D	0.25%	0.03%	0.03%
STT	B	0.13%	0.05%	0.05%
STZ	D	0.3%	0.11%	0.11%
SWKS	F	0.15%	0.01%	0.01%
SYF	B	0.53%	0.08%	0.08%
SYK	A	0.27%	0.14%	0.14%
T	A	0.4%	0.27%	0.27%
TGT	C	0.23%	0.05%	0.05%
TJX	A	0.32%	0.1%	0.1%
TMO	F	0.15%	0.26%	0.15%
TMUS	A	0.45%	0.16%	0.16%
TRGP	B	0.48%	0.49%	0.48%
UNH	B	0.34%	0.71%	0.34%
UNP	D	0.28%	0.23%	0.23%
USB	B	0.11%	0.09%	0.09%
UTHR	B	0.43%	0.03%	0.03%
VICI	D	0.32%	0.07%	0.07%
VLTO	D	0.04%	0.03%	0.03%
VRTX	B	0.38%	0.17%	0.17%
VTRS	B	0.21%	0.05%	0.05%
VZ	D	0.38%	0.26%	0.26%
WELL	B	0.4%	0.07%	0.07%
WMB	B	0.4%	0.22%	0.22%
WRB	B	0.12%	0.02%	0.02%
WST	B	0.26%	0.03%	0.03%
ZTS	D	0.26%	0.11%	0.11%

JPUS Overweight 203 Positions Relative to CRBN

Symbol	Grade	Weight
VST	B	0.58%
CIEN	B	0.5%
UNM	A	0.49%
KMI	B	0.47%
IP	B	0.47%
NRG	C	0.46%
PFGC	B	0.46%
ETR	B	0.45%
STLD	C	0.43%
KR	A	0.43%
USFD	B	0.43%
INGR	B	0.42%
CLH	B	0.42%
XOM	B	0.41%
LAMR	D	0.41%
MCK	B	0.41%
TOL	B	0.41%
CMI	A	0.41%
CASY	B	0.41%
ALSN	B	0.41%
NI	A	0.4%
WM	A	0.4%
JLL	C	0.4%
FANG	C	0.39%
X	D	0.39%
PNW	A	0.39%
RSG	B	0.39%
NXST	C	0.39%
VLO	C	0.39%
SCCO	F	0.39%
COR	B	0.39%
THC	B	0.39%
OHI	C	0.38%
AM	B	0.38%
K	A	0.38%
TAP	B	0.38%
NVR	D	0.38%
PPL	A	0.38%
JNPR	D	0.38%
BRX	A	0.37%
LMT	D	0.37%
DUK	D	0.37%
SYY	D	0.37%
MRO	B	0.37%
ORLY	A	0.37%
FYBR	D	0.37%
SO	D	0.37%
GD	C	0.37%
PHM	D	0.37%
HRB	D	0.37%
HRL	F	0.36%
OGE	B	0.36%
AZO	B	0.36%
MTG	C	0.35%
XEL	A	0.35%
KHC	F	0.35%
MPC	D	0.35%
TSCO	D	0.35%
DKS	D	0.35%
POST	D	0.35%
LEN	D	0.35%
CPB	F	0.34%
CAH	B	0.34%
WEC	B	0.34%
NUE	D	0.34%
ADM	F	0.34%
DHI	D	0.34%
D	D	0.34%
TSN	B	0.34%
KMB	D	0.34%
CUBE	D	0.34%
PSX	C	0.34%
WLK	F	0.34%
CLX	A	0.34%
FE	D	0.34%
CVX	A	0.34%
EMN	D	0.33%
BG	D	0.33%
HBAN	A	0.33%
BLDR	C	0.33%
PAG	B	0.33%
EVRG	A	0.33%
CAG	F	0.33%
CTRA	B	0.33%
UHS	D	0.33%
WY	F	0.32%
UGI	D	0.32%
AEP	D	0.32%
OC	A	0.32%
LYB	F	0.32%
AOS	F	0.31%
NFG	D	0.31%
WSM	F	0.31%
CF	B	0.31%
JEF	B	0.3%
ORI	A	0.3%
EOG	A	0.3%
DTE	D	0.3%
HPE	B	0.3%
ACI	C	0.3%
PKG	B	0.3%
ESI	B	0.3%
HOLX	D	0.29%
CAT	B	0.29%
RPM	A	0.28%
CMS	D	0.28%
DOW	F	0.28%
COP	C	0.28%
GNTX	C	0.28%
AVY	F	0.27%
OLN	F	0.27%
SNX	C	0.26%
SPB	A	0.26%
DOX	C	0.26%
MSM	C	0.26%
DINO	D	0.26%
ALLY	C	0.25%
CE	F	0.25%
PK	C	0.24%
VTR	C	0.24%
STAG	D	0.24%
BRBR	A	0.23%
BBY	C	0.23%
CNM	D	0.23%
ITT	A	0.23%
ASH	F	0.22%
BPOP	C	0.22%
PR	C	0.22%
CLF	F	0.22%
PPC	C	0.22%
OMF	A	0.22%
SAM	B	0.22%
SJM	F	0.22%
GEHC	D	0.22%
WPC	F	0.21%
EXP	B	0.21%
FLO	F	0.21%
IFF	F	0.2%
COKE	C	0.2%
TKR	F	0.2%
MAA	C	0.2%
MEDP	D	0.2%
F	C	0.19%
SCI	B	0.19%
M	C	0.19%
NEU	C	0.19%
GAP	B	0.19%
STWD	C	0.18%
CPT	C	0.17%
KRC	C	0.17%
EPR	D	0.17%
HUN	F	0.17%
R	B	0.17%
RHI	B	0.17%
MOS	D	0.17%
FR	D	0.16%
CHE	D	0.16%
NNN	F	0.16%
RGA	A	0.16%
DTM	A	0.16%
CSL	B	0.16%
MOH	F	0.15%
ATO	B	0.15%
CACI	C	0.15%
HIW	D	0.15%
FBIN	F	0.13%
VIRT	B	0.12%
WU	F	0.12%
UI	B	0.12%
SLM	A	0.11%
VVV	B	0.11%
DVN	F	0.1%
OXY	F	0.1%
CRUS	F	0.1%
SAIC	D	0.1%
SMG	D	0.1%
PFG	C	0.1%
CARR	C	0.09%
FRT	B	0.09%
RF	A	0.09%
LPX	A	0.08%
RGLD	C	0.08%
LOPE	B	0.08%
IRDM	B	0.07%
RBC	B	0.07%
PCAR	B	0.06%
DLB	D	0.06%
TNL	A	0.06%
EGP	D	0.06%
KEY	B	0.06%
NSA	D	0.05%
CBRE	B	0.05%
CWEN	D	0.05%
RRC	B	0.05%
LSTR	B	0.04%
AGO	B	0.04%
FTRE	D	0.03%
HOG	D	0.03%
LEG	F	0.02%
IDA	A	0.02%
CRI	D	0.02%
KSS	D	0.01%
SON	F	0.01%

JPUS Underweight 248 Positions Relative to CRBN

Symbol	Grade	Weight
AMZN	A	-2.48%
TSLA	B	-1.18%
GOOG	C	-1.11%
JPM	A	-0.88%
V	A	-0.67%
JNJ	D	-0.56%
HD	B	-0.56%
MA	B	-0.55%
NFLX	A	-0.46%
MCD	C	-0.43%
HAL	C	-0.43%
TPL	B	-0.42%
BKR	B	-0.38%
CRM	B	-0.37%
WMT	A	-0.33%
AMD	F	-0.32%
WFC	A	-0.32%
AME	A	-0.31%
GS	B	-0.28%
TXN	B	-0.28%
COST	B	-0.28%
ISRG	A	-0.25%
URI	B	-0.25%
BABA	D	-0.25%
OKE	A	-0.24%
SLB	C	-0.24%
AXP	B	-0.24%
AXON	B	-0.24%
ADP	A	-0.24%
C	B	-0.23%
FI	A	-0.23%
MUFG	A	-0.23%
DIS	B	-0.23%
IR	A	-0.23%
NOW	A	-0.21%
PFE	F	-0.21%
ROP	A	-0.2%
AWK	D	-0.2%
SBUX	B	-0.19%
BSX	A	-0.19%
MS	A	-0.19%
UBER	F	-0.19%
SONY	C	-0.18%
BLK	A	-0.17%
INTC	C	-0.16%
CTAS	B	-0.16%
IEX	B	-0.16%
FTV	C	-0.16%
NEE	D	-0.16%
SMFG	A	-0.15%
PAYX	B	-0.15%
SCHW	B	-0.14%
MU	D	-0.14%
BX	A	-0.14%
PANW	B	-0.14%
GGG	B	-0.14%
MRVL	B	-0.13%
MELI	D	-0.13%
SHW	A	-0.13%
AMT	F	-0.13%
CMG	B	-0.13%
PLTR	B	-0.13%
VRSK	A	-0.13%
SPGI	C	-0.13%
PYPL	A	-0.12%
OTIS	D	-0.12%
BK	B	-0.12%
NMR	B	-0.12%
CME	B	-0.12%
ABNB	C	-0.12%
TEL	B	-0.11%
SNPS	C	-0.11%
EQIX	B	-0.11%
PNC	B	-0.11%
WAB	B	-0.11%
KKR	B	-0.11%
ICE	C	-0.11%
ES	D	-0.11%
XYL	F	-0.11%
EBAY	C	-0.1%
TRV	B	-0.1%
MFG	A	-0.1%
LI	F	-0.1%
CPRT	A	-0.1%
MET	C	-0.1%
AON	B	-0.1%
EQH	B	-0.1%
EFX	F	-0.09%
VRT	B	-0.09%
HLT	A	-0.09%
PCG	A	-0.09%
VMC	B	-0.09%
RPRX	F	-0.09%
FFIV	B	-0.09%
NXPI	F	-0.09%
IQV	F	-0.08%
TRMB	B	-0.08%
DASH	A	-0.08%
SNA	A	-0.08%
NSC	B	-0.08%
TTD	B	-0.08%
FIS	B	-0.08%
VEEV	B	-0.08%
TRU	D	-0.07%
GPN	B	-0.07%
MAR	A	-0.07%
CRWD	B	-0.07%
LVS	C	-0.07%
UPS	C	-0.07%
APP	B	-0.07%
COIN	B	-0.07%
RCL	A	-0.07%
BR	A	-0.07%
TFC	B	-0.07%
FTNT	B	-0.06%
DLR	C	-0.06%
ULTA	C	-0.06%
CPAY	A	-0.06%
ADSK	B	-0.06%
MPWR	F	-0.06%
AKAM	F	-0.06%
LULU	B	-0.06%
MCHP	F	-0.06%
IBN	C	-0.06%
NTRS	A	-0.06%
ZBH	C	-0.06%
WTRG	C	-0.06%
EW	F	-0.06%
PTC	B	-0.06%
ODFL	B	-0.06%
MSTR	B	-0.06%
IDXX	F	-0.06%
MCO	C	-0.06%
AIG	B	-0.05%
SBAC	D	-0.05%
A	F	-0.05%
COO	D	-0.05%
PAYC	B	-0.05%
YUM	B	-0.05%
TER	F	-0.05%
EMR	A	-0.05%
MTB	A	-0.05%
FICO	B	-0.05%
EXR	D	-0.05%
J	D	-0.05%
WTW	A	-0.05%
DXCM	C	-0.04%
CDW	F	-0.04%
HUM	D	-0.04%
FWONK	A	-0.04%
WIT	B	-0.04%
EL	F	-0.04%
DE	D	-0.04%
SNOW	C	-0.04%
TEAM	B	-0.04%
WDAY	B	-0.04%
ROK	B	-0.04%
SQ	B	-0.04%
CSGP	F	-0.04%
ANSS	B	-0.04%
HDB	C	-0.04%
Z	B	-0.04%
SOLV	C	-0.04%
FSLR	F	-0.04%
MTD	F	-0.04%
KEYS	C	-0.04%
DG	F	-0.04%
ON	F	-0.03%
AZPN	A	-0.03%
ACM	B	-0.03%
WYNN	C	-0.03%
ALLE	D	-0.03%
TROW	A	-0.03%
DECK	B	-0.03%
ALL	B	-0.03%
ALGN	D	-0.03%
BIDU	F	-0.03%
DDOG	B	-0.03%
OMC	A	-0.03%
AJG	A	-0.03%
DKNG	B	-0.03%
BXP	D	-0.03%
MBAVU	C	-0.03%
PSTG	D	-0.03%
BIIB	F	-0.03%
L	A	-0.03%
TTWO	A	-0.03%
DLTR	F	-0.03%
RIVN	F	-0.03%
ROL	C	-0.03%
DAY	B	-0.03%
CHT	D	-0.03%
EPAM	B	-0.02%
GDDY	B	-0.02%
SMCI	F	-0.02%
SNAP	C	-0.02%
WAT	B	-0.02%
TFX	F	-0.02%
INVH	D	-0.02%
MGM	D	-0.02%
TDG	D	-0.02%
ENTG	F	-0.02%
BRO	B	-0.02%
TCOM	C	-0.02%
PINS	F	-0.02%
ILMN	C	-0.02%
VRSN	C	-0.02%
HOOD	B	-0.02%
NDSN	B	-0.02%
MKL	A	-0.01%
WBD	B	-0.01%
ARE	F	-0.01%
CRL	C	-0.01%
AIZ	A	-0.01%
EXAS	F	-0.01%
PODD	B	-0.01%
MNSO	D	-0.01%
DOCU	B	-0.01%
ALB	C	-0.01%
RBLX	B	-0.01%
MRNA	F	-0.01%
TOST	A	-0.01%
CELH	F	-0.01%
BBWI	C	-0.01%
NIO	F	-0.01%
MTCH	F	-0.01%
DOC	C	-0.01%
CNC	F	-0.01%
TYL	B	-0.01%
ERIE	F	-0.01%
NET	B	-0.01%
O	D	-0.01%
TW	B	-0.01%
OKTA	C	-0.01%
MDB	C	-0.01%
HUBS	B	-0.01%
XPEV	C	-0.01%
MKTX	C	-0.01%
ENPH	F	-0.01%
ZM	B	-0.01%
NLY	C	-0.01%
TME	F	-0.0%
POOL	D	-0.0%
BAX	F	-0.0%
BEN	C	-0.0%
CINF	A	-0.0%
IOT	B	-0.0%
CTLT	D	-0.0%