JPUS vs. EPS ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to WisdomTree Earnings 500 Fund (EPS)
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

$119.40

Average Daily Volume

6,562

Number of Holdings *

355

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

WisdomTree Earnings 500 Fund

EPS Description The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earning 500 Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) 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 a fundamentally weighted index that is comprised of earnings-generating companies within the large-capitalization segment of the U.S. Stock Market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$61.78

Average Daily Volume

41,216

Number of Holdings *

495

* may have additional holdings in another (foreign) market
Performance
Period JPUS EPS
30 Days -1.39% 1.21%
60 Days 1.29% 5.44%
90 Days 4.65% 7.04%
12 Months 26.06% 32.36%
232 Overlapping Holdings
Symbol Grade Weight in JPUS Weight in EPS Overlap
AAPL C 0.35% 5.21% 0.35%
ABBV F 0.39% 1.11% 0.39%
ABT C 0.32% 0.31% 0.31%
ACI C 0.3% 0.05% 0.05%
ADBE F 0.05% 0.25% 0.05%
ADI D 0.37% 0.28% 0.28%
ADM D 0.34% 0.11% 0.11%
AEP C 0.32% 0.11% 0.11%
AFL C 0.38% 0.2% 0.2%
AMAT F 0.31% 0.39% 0.31%
AMGN D 0.38% 0.43% 0.38%
AMP A 0.29% 0.17% 0.17%
ANET C 0.51% 0.2% 0.2%
APH B 0.41% 0.16% 0.16%
ATO A 0.15% 0.03% 0.03%
AVB A 0.31% 0.04% 0.04%
AVGO C 0.4% 1.44% 0.4%
AVY D 0.27% 0.02% 0.02%
AZO C 0.36% 0.11% 0.11%
BAC A 0.3% 1.61% 0.3%
BAH D 0.37% 0.03% 0.03%
BBY C 0.23% 0.05% 0.05%
BDX F 0.2% 0.12% 0.12%
BKNG A 0.18% 0.31% 0.18%
BLDR D 0.33% 0.08% 0.08%
BMY B 0.24% 0.64% 0.24%
BRK.A A 0.38% 1.75% 0.38%
CAG F 0.33% 0.05% 0.05%
CAH B 0.34% 0.06% 0.06%
CARR D 0.09% 0.11% 0.09%
CASY B 0.41% 0.01% 0.01%
CAT B 0.29% 0.61% 0.29%
CBOE D 0.26% 0.03% 0.03%
CBRE B 0.05% 0.07% 0.05%
CCI D 0.16% 0.04% 0.04%
CDNS B 0.32% 0.09% 0.09%
CE F 0.25% 0.02% 0.02%
CEG D 0.43% 0.11% 0.11%
CF A 0.31% 0.08% 0.08%
CFG A 0.07% 0.11% 0.07%
CHD A 0.32% 0.03% 0.03%
CHTR B 0.41% 0.18% 0.18%
CI D 0.33% 0.32% 0.32%
CL D 0.32% 0.11% 0.11%
CLX A 0.34% 0.02% 0.02%
CMCSA B 0.43% 0.67% 0.43%
CMI A 0.41% 0.16% 0.16%
CMS C 0.28% 0.03% 0.03%
COF A 0.47% 0.29% 0.29%
COP C 0.28% 0.42% 0.28%
COR B 0.39% 0.11% 0.11%
CPB D 0.34% 0.03% 0.03%
CPT D 0.17% 0.01% 0.01%
CSCO B 0.4% 0.82% 0.4%
CSL B 0.16% 0.04% 0.04%
CSX B 0.13% 0.15% 0.13%
CTRA A 0.33% 0.08% 0.08%
CTSH B 0.36% 0.13% 0.13%
CVS F 0.4% 0.34% 0.34%
CVX A 0.34% 1.09% 0.34%
D C 0.34% 0.12% 0.12%
DFS A 0.14% 0.22% 0.14%
DGX A 0.35% 0.04% 0.04%
DHI D 0.34% 0.22% 0.22%
DHR D 0.28% 0.26% 0.26%
DINO D 0.26% 0.04% 0.04%
DOW F 0.28% 0.06% 0.06%
DRI B 0.24% 0.04% 0.04%
DTE C 0.3% 0.04% 0.04%
DUK C 0.37% 0.16% 0.16%
DVN F 0.1% 0.12% 0.1%
EA A 0.18% 0.07% 0.07%
ECL D 0.28% 0.06% 0.06%
ED D 0.35% 0.06% 0.06%
EIX C 0.35% 0.08% 0.08%
ELV F 0.27% 0.26% 0.26%
EMN C 0.33% 0.03% 0.03%
EOG A 0.3% 0.27% 0.27%
EQR C 0.19% 0.02% 0.02%
ESS A 0.36% 0.02% 0.02%
ETR A 0.45% 0.06% 0.06%
EVRG A 0.33% 0.02% 0.02%
EXC C 0.31% 0.07% 0.07%
F C 0.19% 0.26% 0.19%
FANG D 0.39% 0.15% 0.15%
FAST B 0.4% 0.05% 0.05%
FCNCA A 0.45% 0.11% 0.11%
FE D 0.34% 0.05% 0.05%
FITB A 0.31% 0.13% 0.13%
FNF C 0.34% 0.05% 0.05%
GD D 0.37% 0.14% 0.14%
GEHC D 0.22% 0.08% 0.08%
GEN B 0.07% 0.1% 0.07%
GILD B 0.34% 0.38% 0.34%
GIS D 0.33% 0.09% 0.09%
GLPI D 0.34% 0.02% 0.02%
GOOGL B 0.11% 5.06% 0.11%
GWW A 0.43% 0.09% 0.09%
HBAN A 0.33% 0.11% 0.11%
HCA D 0.34% 0.26% 0.26%
HIG C 0.38% 0.13% 0.13%
HOLX D 0.29% 0.04% 0.04%
HPE B 0.3% 0.16% 0.16%
HRL D 0.36% 0.03% 0.03%
HST D 0.41% 0.02% 0.02%
HSY F 0.25% 0.06% 0.06%
HUBB B 0.37% 0.03% 0.03%
IBM D 0.3% 0.47% 0.3%
INTU A 0.33% 0.23% 0.23%
IP A 0.47% 0.04% 0.04%
IPG F 0.15% 0.03% 0.03%
IRM D 0.39% 0.04% 0.04%
IT B 0.32% 0.08% 0.08%
ITW B 0.34% 0.12% 0.12%
K B 0.38% 0.07% 0.07%
KDP D 0.25% 0.09% 0.09%
KEY A 0.06% 0.05% 0.05%
KHC F 0.35% 0.12% 0.12%
KIM A 0.33% 0.01% 0.01%
KLAC F 0.33% 0.2% 0.2%
KMB C 0.34% 0.08% 0.08%
KMI A 0.47% 0.13% 0.13%
KO D 0.34% 0.46% 0.34%
KR B 0.43% 0.15% 0.15%
KVUE A 0.37% 0.09% 0.09%
LDOS C 0.25% 0.06% 0.06%
LEN D 0.35% 0.18% 0.18%
LH B 0.27% 0.05% 0.05%
LLY F 0.32% 0.5% 0.32%
LMT D 0.37% 0.32% 0.32%
LNG A 0.32% 0.3% 0.3%
LOW A 0.35% 0.38% 0.35%
LRCX F 0.27% 0.22% 0.22%
MAA A 0.2% 0.02% 0.02%
MAS D 0.3% 0.03% 0.03%
MCK A 0.41% 0.18% 0.18%
MDLZ F 0.33% 0.14% 0.14%
META C 0.41% 3.91% 0.41%
MMC C 0.05% 0.16% 0.05%
MNST D 0.03% 0.05% 0.03%
MO A 0.38% 0.41% 0.38%
MOH F 0.15% 0.03% 0.03%
MOS D 0.17% 0.04% 0.04%
MPC D 0.35% 0.35% 0.35%
MRK F 0.26% 0.29% 0.26%
MRO A 0.37% 0.07% 0.07%
MSFT D 0.34% 5.12% 0.34%
MSI A 0.41% 0.15% 0.15%
NI A 0.4% 0.02% 0.02%
NKE D 0.06% 0.12% 0.06%
NTAP D 0.31% 0.1% 0.1%
NUE D 0.34% 0.18% 0.18%
NVDA B 0.45% 3.71% 0.45%
NVR D 0.38% 0.07% 0.07%
OC A 0.32% 0.05% 0.05%
ORCL A 0.39% 0.97% 0.39%
ORLY A 0.37% 0.11% 0.11%
OXY F 0.1% 0.14% 0.1%
PAG A 0.33% 0.03% 0.03%
PCAR B 0.06% 0.2% 0.06%
PEG C 0.4% 0.07% 0.07%
PEP F 0.34% 0.38% 0.34%
PFG C 0.1% 0.06% 0.06%
PFGC B 0.46% 0.02% 0.02%
PG C 0.35% 0.64% 0.35%
PGR B 0.39% 0.15% 0.15%
PH A 0.39% 0.18% 0.18%
PHM D 0.37% 0.14% 0.14%
PKG B 0.3% 0.04% 0.04%
PLD D 0.01% 0.11% 0.01%
PM A 0.38% 0.47% 0.38%
PPL A 0.38% 0.04% 0.04%
PRU A 0.1% 0.19% 0.1%
PSA C 0.33% 0.08% 0.08%
PSX C 0.34% 0.29% 0.29%
PWR A 0.44% 0.05% 0.05%
QCOM F 0.31% 0.52% 0.31%
REG A 0.38% 0.01% 0.01%
REGN F 0.27% 0.19% 0.19%
RF A 0.09% 0.12% 0.09%
RGA A 0.16% 0.04% 0.04%
RMD C 0.07% 0.04% 0.04%
ROST D 0.22% 0.06% 0.06%
RPM A 0.28% 0.02% 0.02%
RS B 0.4% 0.05% 0.05%
RSG B 0.39% 0.08% 0.08%
SCCO F 0.39% 0.16% 0.16%
SJM F 0.22% 0.03% 0.03%
SO C 0.37% 0.18% 0.18%
SPG A 0.4% 0.1% 0.1%
SRE A 0.36% 0.13% 0.13%
SSNC D 0.04% 0.05% 0.04%
STLD B 0.43% 0.13% 0.13%
STT B 0.13% 0.11% 0.11%
STZ D 0.3% 0.07% 0.07%
SWKS F 0.15% 0.07% 0.07%
SYF A 0.53% 0.14% 0.14%
SYK A 0.27% 0.18% 0.18%
SYY D 0.37% 0.08% 0.08%
T A 0.4% 0.87% 0.4%
TAP A 0.38% 0.03% 0.03%
TGT D 0.23% 0.15% 0.15%
TJX A 0.32% 0.19% 0.19%
TMO D 0.15% 0.35% 0.15%
TMUS A 0.45% 0.43% 0.43%
TRGP A 0.48% 0.04% 0.04%
TSCO D 0.35% 0.05% 0.05%
TSN A 0.34% 0.02% 0.02%
UNH B 0.34% 0.96% 0.34%
UNP D 0.28% 0.25% 0.25%
USB B 0.11% 0.24% 0.11%
USFD B 0.43% 0.02% 0.02%
UTHR B 0.43% 0.04% 0.04%
VICI C 0.32% 0.08% 0.08%
VLO C 0.39% 0.28% 0.28%
VRTX C 0.38% 0.2% 0.2%
VST A 0.58% 0.16% 0.16%
VTR C 0.24% 0.01% 0.01%
VZ C 0.38% 0.81% 0.38%
WEC A 0.34% 0.05% 0.05%
WELL A 0.4% 0.05% 0.05%
WLK F 0.34% 0.05% 0.05%
WM B 0.4% 0.1% 0.1%
WMB A 0.4% 0.13% 0.13%
WPC D 0.21% 0.02% 0.02%
WRB A 0.12% 0.04% 0.04%
WSM F 0.31% 0.04% 0.04%
WST C 0.26% 0.02% 0.02%
WY D 0.32% 0.02% 0.02%
XEL A 0.35% 0.06% 0.06%
XOM B 0.41% 2.21% 0.41%
ZTS D 0.26% 0.08% 0.08%
JPUS Overweight 123 Positions Relative to EPS
Symbol Grade Weight
CIEN B 0.5%
UNM A 0.49%
NRG B 0.46%
GRMN B 0.43%
INGR B 0.42%
ETN A 0.42%
CLH C 0.42%
LAMR D 0.41%
TOL B 0.41%
ALSN B 0.41%
JLL C 0.4%
X D 0.39%
PNW A 0.39%
NXST D 0.39%
THC C 0.39%
OHI B 0.38%
AM A 0.38%
JNPR D 0.38%
BRX A 0.37%
FYBR C 0.37%
HRB D 0.37%
OGE A 0.36%
MTG C 0.35%
DVA C 0.35%
DKS D 0.35%
POST D 0.35%
CUBE C 0.34%
BG D 0.33%
UHS D 0.33%
UGI C 0.32%
CTVA D 0.32%
LYB F 0.32%
AOS F 0.31%
NFG A 0.31%
ACN C 0.31%
ACGL C 0.31%
JEF A 0.3%
ORI A 0.3%
ESI B 0.3%
LIN D 0.29%
EG D 0.28%
GNTX C 0.28%
OLN F 0.27%
SNX D 0.26%
SPB C 0.26%
DOX D 0.26%
MSM C 0.26%
FCX F 0.26%
CB C 0.26%
ALLY C 0.25%
STE D 0.25%
MDT D 0.24%
PK C 0.24%
RVTY D 0.24%
STAG D 0.24%
BRBR A 0.23%
APO A 0.23%
CNM F 0.23%
ITT A 0.23%
ASH F 0.22%
BPOP C 0.22%
PR C 0.22%
CLF F 0.22%
PPC B 0.22%
OMF A 0.22%
SAM B 0.22%
EXP B 0.21%
FLO D 0.21%
VTRS A 0.21%
IFF D 0.2%
COKE D 0.2%
TKR F 0.2%
MEDP D 0.2%
SCI B 0.19%
M C 0.19%
NEU C 0.19%
GAP C 0.19%
NEM F 0.19%
STWD D 0.18%
KRC C 0.17%
EPR D 0.17%
HUN F 0.17%
R A 0.17%
RHI B 0.17%
FR D 0.16%
CHE D 0.16%
NNN D 0.16%
DTM A 0.16%
CACI C 0.15%
HIW D 0.15%
FBIN D 0.13%
VIRT A 0.12%
WU F 0.12%
UI A 0.12%
SLM A 0.11%
VVV B 0.11%
CRUS F 0.1%
SAIC D 0.1%
SMG D 0.1%
FRT B 0.09%
LPX A 0.08%
RGLD C 0.08%
LOPE B 0.08%
IRDM C 0.07%
RBC A 0.07%
AFG A 0.06%
DLB D 0.06%
TNL A 0.06%
EGP D 0.06%
NSA C 0.05%
CWEN D 0.05%
RRC B 0.05%
VLTO D 0.04%
LSTR D 0.04%
AGO A 0.04%
FTRE D 0.03%
HOG D 0.03%
LEG F 0.02%
IDA A 0.02%
CRI D 0.02%
KSS F 0.01%
SON D 0.01%
ROKU D 0.0%
JPUS Underweight 263 Positions Relative to EPS
Symbol Grade Weight
AMZN B -3.33%
JPM A -2.83%
WMT A -1.07%
JNJ D -1.03%
WFC A -1.03%
V A -0.83%
HD A -0.73%
C A -0.68%
TSLA B -0.64%
MS A -0.57%
MA A -0.52%
AXP A -0.49%
GS A -0.48%
NFLX A -0.43%
GM A -0.43%
DE D -0.43%
TXN C -0.41%
RTX D -0.4%
CRM A -0.39%
COST B -0.36%
MCD D -0.32%
PNC A -0.31%
DIS A -0.28%
SCHW A -0.28%
PYPL A -0.28%
FI A -0.27%
UPS C -0.27%
MET A -0.25%
MMM D -0.24%
HON A -0.24%
DAL A -0.22%
ABNB C -0.22%
APP A -0.21%
HPQ B -0.2%
BK A -0.19%
AIG B -0.19%
DHS A -0.19%
URI B -0.18%
UAL A -0.17%
FIS B -0.17%
GE D -0.17%
NOW B -0.16%
FDX A -0.16%
MTB A -0.16%
SPGI C -0.16%
BSX B -0.16%
ADP B -0.16%
ICE C -0.15%
SBUX A -0.15%
GLW B -0.15%
PLTR A -0.14%
MCHP F -0.14%
NOC D -0.14%
TRV A -0.13%
SHW B -0.13%
EMR A -0.13%
ON F -0.12%
EBAY C -0.12%
CNC F -0.12%
MAR A -0.12%
CRBG B -0.12%
NSC B -0.12%
FTNT A -0.12%
PANW B -0.12%
ISRG A -0.12%
OKE A -0.12%
ADSK B -0.12%
CME A -0.11%
KEYS C -0.1%
SNPS C -0.1%
ROP C -0.1%
APD A -0.1%
LHX B -0.1%
MCO C -0.09%
ZM B -0.09%
UBER C -0.09%
PCG A -0.09%
GPN B -0.09%
WDAY B -0.08%
HAL C -0.08%
ALB C -0.08%
HLT A -0.08%
CTAS B -0.08%
FICO A -0.08%
INTC C -0.08%
MKL A -0.08%
FOXA A -0.08%
JBL C -0.08%
GEV A -0.08%
RJF A -0.08%
EQH B -0.08%
GDDY A -0.07%
AJG A -0.07%
MPWR F -0.07%
ANSS B -0.07%
TROW A -0.07%
CRWD B -0.07%
HUM F -0.07%
CDW F -0.07%
TDY B -0.07%
TDG D -0.07%
FFIV B -0.07%
PSTG F -0.07%
A D -0.06%
TWLO A -0.06%
CPAY A -0.06%
EQIX B -0.06%
BKR A -0.06%
NDAQ A -0.06%
AME A -0.06%
CPRT A -0.06%
OTIS D -0.06%
TYL B -0.06%
BIIB F -0.06%
DOV A -0.06%
PAYX B -0.06%
EXPE A -0.06%
AMT D -0.06%
CMG B -0.06%
IR A -0.06%
IQV F -0.06%
OMC C -0.06%
DD D -0.06%
WAB B -0.06%
TTD B -0.05%
VRSN D -0.05%
HUBS A -0.05%
DLR A -0.05%
MLM B -0.05%
L A -0.05%
EPAM B -0.05%
PPG F -0.05%
HWM A -0.05%
ODFL B -0.05%
DDOG B -0.05%
YUM D -0.05%
SMCI F -0.05%
NTRS A -0.05%
TEAM A -0.05%
LPLA A -0.05%
ES C -0.05%
PTC B -0.05%
TER F -0.05%
NTNX A -0.05%
AKAM F -0.05%
HES B -0.05%
TXT D -0.04%
VRT A -0.04%
MTD F -0.04%
VRSK B -0.04%
BSY D -0.04%
GPC D -0.04%
ENPH F -0.04%
OKTA D -0.04%
MANH D -0.04%
BRO B -0.04%
SNA A -0.04%
MSCI A -0.04%
DT C -0.04%
ZS B -0.04%
NET C -0.04%
FTV D -0.04%
VMC B -0.04%
EW C -0.04%
CNA C -0.04%
OVV C -0.04%
ROK A -0.04%
ZBH C -0.04%
JBHT B -0.03%
WAT B -0.03%
LKQ D -0.03%
HEI A -0.03%
LYV A -0.03%
VEEV C -0.03%
U F -0.03%
IDXX F -0.03%
SOLV C -0.03%
AWK D -0.03%
EQT A -0.03%
SNOW C -0.03%
AXON A -0.03%
O D -0.03%
APA F -0.03%
EXR C -0.03%
DECK A -0.03%
EXPD D -0.03%
CPNG C -0.03%
J D -0.03%
LVS C -0.03%
EFX F -0.03%
CNP A -0.03%
ULTA D -0.03%
AEE A -0.03%
BEN C -0.03%
BR A -0.03%
CINF A -0.03%
SBAC D -0.02%
CHRW A -0.02%
INVH D -0.02%
LW C -0.02%
WTRG C -0.02%
INCY B -0.02%
PINS F -0.02%
DXCM C -0.02%
FDS A -0.02%
NDSN B -0.02%
DPZ C -0.02%
ALGN D -0.02%
GGG A -0.02%
IEX B -0.02%
ROL A -0.02%
POOL D -0.02%
NWSA B -0.02%
LUV A -0.02%
ACM B -0.02%
GL B -0.02%
TTWO A -0.02%
ALNY D -0.02%
AVTR F -0.02%
MDB C -0.02%
WSO A -0.02%
BALL D -0.02%
MKC D -0.02%
CSGP F -0.02%
SIRI C -0.02%
XYL D -0.02%
LBRDK B -0.02%
SW A -0.02%
LNT A -0.02%
SAIA B -0.01%
COTY F -0.01%
FND F -0.01%
EXAS F -0.01%
REXR F -0.01%
BMRN F -0.01%
SWK F -0.01%
NBIX D -0.01%
MGM D -0.01%
AMH C -0.01%
SUI D -0.01%
TECH D -0.01%
MORN B -0.01%
TW B -0.01%
DAY B -0.01%
WMS F -0.01%
XPO B -0.01%
UDR C -0.01%
TFX F -0.01%
ARE D -0.01%
PODD A -0.01%
BLD F -0.01%
LII B -0.01%
BURL C -0.01%
ELS A -0.01%
JKHY D -0.01%
CRL D -0.01%
PAYC B -0.01%
CCK D -0.01%
EME B -0.01%
ERIE F -0.01%
LECO C -0.0%
FIVE F -0.0%
CELH F -0.0%
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