JPUS vs. ESMV ETF Comparison
Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to iShares ESG MSCI USA Min Vol Factor ETF (ESMV)
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
$122.50
Average Daily Volume
6,905
Number of Holdings
*
355
* may have additional holdings in another (foreign) market
ESMV
iShares ESG MSCI USA Min Vol Factor ETF
ESMV Description
iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United StatesGrade (RS Rating)
Last Trade
$29.49
Average Daily Volume
4,983
Number of Holdings
*
150
* may have additional holdings in another (foreign) market
Performance
| Period | JPUS | ESMV |
|---|---|---|
| 30 Days | 2.72% | 2.11% |
| 60 Days | 2.86% | 2.84% |
| 90 Days | 5.12% | 4.91% |
| 12 Months | 27.89% | 24.44% |
78 Overlapping Holdings
| Symbol | Grade | Weight in JPUS | Weight in ESMV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.36% | 0.52% | 0.36% | |
| ACN | C | 0.32% | 1.33% | 0.32% | |
| ADBE | C | 0.05% | 0.93% | 0.05% | |
| AMGN | D | 0.35% | 1.2% | 0.35% | |
| AZO | C | 0.35% | 0.41% | 0.35% | |
| BMY | B | 0.25% | 0.28% | 0.25% | |
| CAH | B | 0.36% | 0.08% | 0.08% | |
| CBRE | B | 0.05% | 0.51% | 0.05% | |
| CDNS | B | 0.33% | 1.11% | 0.33% | |
| CHD | B | 0.34% | 0.41% | 0.34% | |
| CI | F | 0.35% | 0.44% | 0.35% | |
| CL | D | 0.32% | 1.21% | 0.32% | |
| CLX | B | 0.35% | 0.34% | 0.34% | |
| CMCSA | B | 0.42% | 0.09% | 0.09% | |
| CMS | C | 0.28% | 0.58% | 0.28% | |
| COR | B | 0.39% | 0.77% | 0.39% | |
| CPB | D | 0.33% | 0.33% | 0.33% | |
| CSCO | B | 0.41% | 1.48% | 0.41% | |
| CTSH | B | 0.37% | 0.3% | 0.3% | |
| CVX | A | 0.35% | 0.34% | 0.34% | |
| DGX | A | 0.36% | 0.7% | 0.36% | |
| EA | A | 0.19% | 1.31% | 0.19% | |
| ECL | D | 0.29% | 0.32% | 0.29% | |
| ED | D | 0.34% | 1.26% | 0.34% | |
| ELV | F | 0.26% | 0.51% | 0.26% | |
| EXC | C | 0.31% | 0.05% | 0.05% | |
| FAST | B | 0.39% | 0.08% | 0.08% | |
| FCNCA | A | 0.43% | 0.24% | 0.24% | |
| GEN | B | 0.07% | 0.38% | 0.07% | |
| GILD | C | 0.35% | 1.29% | 0.35% | |
| GIS | D | 0.33% | 1.22% | 0.33% | |
| GWW | B | 0.43% | 1.68% | 0.43% | |
| HOLX | D | 0.28% | 0.51% | 0.28% | |
| HPE | B | 0.3% | 0.75% | 0.3% | |
| HRL | D | 0.35% | 0.35% | 0.35% | |
| IBM | C | 0.3% | 1.66% | 0.3% | |
| INTU | C | 0.36% | 0.18% | 0.18% | |
| IT | C | 0.32% | 0.72% | 0.32% | |
| JNPR | F | 0.38% | 0.45% | 0.38% | |
| K | A | 0.38% | 0.86% | 0.38% | |
| KDP | D | 0.26% | 0.16% | 0.16% | |
| KHC | F | 0.34% | 0.34% | 0.34% | |
| KMB | D | 0.34% | 0.55% | 0.34% | |
| KO | D | 0.33% | 0.79% | 0.33% | |
| KR | B | 0.43% | 1.09% | 0.43% | |
| LDOS | C | 0.22% | 0.11% | 0.11% | |
| LIN | D | 0.28% | 0.1% | 0.1% | |
| LLY | F | 0.33% | 1.25% | 0.33% | |
| LOW | D | 0.37% | 0.89% | 0.37% | |
| MCK | B | 0.46% | 1.38% | 0.46% | |
| MMC | B | 0.05% | 1.4% | 0.05% | |
| MPC | D | 0.36% | 0.1% | 0.1% | |
| MRK | F | 0.26% | 1.01% | 0.26% | |
| MSFT | F | 0.35% | 1.34% | 0.35% | |
| MSI | B | 0.43% | 1.81% | 0.43% | |
| NEM | D | 0.18% | 0.99% | 0.18% | |
| NTAP | C | 0.31% | 0.15% | 0.15% | |
| NVDA | C | 0.45% | 1.69% | 0.45% | |
| ORCL | B | 0.41% | 1.19% | 0.41% | |
| PEG | A | 0.41% | 1.64% | 0.41% | |
| PEP | F | 0.34% | 1.01% | 0.34% | |
| PG | A | 0.36% | 1.06% | 0.36% | |
| PGR | A | 0.39% | 1.33% | 0.39% | |
| PSX | C | 0.35% | 0.32% | 0.32% | |
| REGN | F | 0.26% | 0.65% | 0.26% | |
| RSG | A | 0.4% | 0.18% | 0.18% | |
| SRE | A | 0.37% | 0.53% | 0.37% | |
| T | A | 0.4% | 0.4% | 0.4% | |
| TJX | A | 0.34% | 0.06% | 0.06% | |
| TMUS | B | 0.47% | 1.65% | 0.47% | |
| TRGP | B | 0.5% | 0.82% | 0.5% | |
| TSCO | D | 0.34% | 0.27% | 0.27% | |
| UNH | C | 0.34% | 1.36% | 0.34% | |
| VLTO | D | 0.04% | 1.01% | 0.04% | |
| VRTX | F | 0.37% | 1.39% | 0.37% | |
| VZ | C | 0.38% | 1.37% | 0.38% | |
| WM | A | 0.41% | 1.44% | 0.41% | |
| ZTS | D | 0.27% | 0.63% | 0.27% |
JPUS Overweight 277 Positions Relative to ESMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | B | 0.64% | |
| SYF | B | 0.52% | |
| CIEN | B | 0.52% | |
| UNM | A | 0.51% | |
| KMI | A | 0.48% | |
| ANET | C | 0.47% | |
| NRG | B | 0.46% | |
| PFGC | B | 0.46% | |
| ETR | B | 0.46% | |
| IP | B | 0.46% | |
| PWR | A | 0.46% | |
| COF | B | 0.45% | |
| USFD | A | 0.44% | |
| ETN | A | 0.43% | |
| TAP | C | 0.43% | |
| GRMN | B | 0.43% | |
| CEG | D | 0.42% | |
| ALSN | B | 0.42% | |
| APH | A | 0.42% | |
| INGR | B | 0.42% | |
| TOL | B | 0.42% | |
| META | D | 0.42% | |
| CMI | A | 0.42% | |
| UTHR | C | 0.42% | |
| XOM | B | 0.41% | |
| JLL | D | 0.41% | |
| WMB | A | 0.41% | |
| CLH | B | 0.41% | |
| SPG | B | 0.41% | |
| NI | A | 0.41% | |
| CASY | A | 0.41% | |
| VLO | C | 0.4% | |
| HST | C | 0.4% | |
| CHTR | C | 0.4% | |
| THC | D | 0.4% | |
| WELL | A | 0.4% | |
| FANG | D | 0.39% | |
| HIG | B | 0.39% | |
| BRK.A | B | 0.39% | |
| PM | B | 0.39% | |
| PH | A | 0.39% | |
| MO | A | 0.39% | |
| KVUE | A | 0.39% | |
| IRM | D | 0.39% | |
| PNW | B | 0.39% | |
| LAMR | D | 0.39% | |
| PPL | B | 0.39% | |
| PHM | D | 0.38% | |
| AVGO | D | 0.38% | |
| RS | B | 0.38% | |
| AM | A | 0.38% | |
| OHI | C | 0.38% | |
| AFL | B | 0.38% | |
| REG | B | 0.38% | |
| STLD | B | 0.38% | |
| NVR | D | 0.38% | |
| TSN | B | 0.37% | |
| ESS | B | 0.37% | |
| DVA | B | 0.37% | |
| ORLY | B | 0.37% | |
| FYBR | D | 0.37% | |
| SO | D | 0.37% | |
| MRO | B | 0.37% | |
| BRX | A | 0.37% | |
| NXST | C | 0.36% | |
| GD | F | 0.36% | |
| HRB | D | 0.36% | |
| OGE | B | 0.36% | |
| LEN | D | 0.36% | |
| EIX | B | 0.36% | |
| SCCO | F | 0.36% | |
| DUK | C | 0.36% | |
| LMT | D | 0.36% | |
| XEL | A | 0.36% | |
| SYY | B | 0.36% | |
| CVS | D | 0.36% | |
| DKS | C | 0.36% | |
| MTG | C | 0.35% | |
| HUBB | B | 0.35% | |
| FNF | B | 0.35% | |
| CTRA | B | 0.35% | |
| CUBE | D | 0.35% | |
| ADI | D | 0.35% | |
| POST | C | 0.35% | |
| ADM | D | 0.34% | |
| PSA | D | 0.34% | |
| D | C | 0.34% | |
| PAG | B | 0.34% | |
| ITW | B | 0.34% | |
| HCA | F | 0.34% | |
| GLPI | C | 0.34% | |
| FE | C | 0.34% | |
| WEC | A | 0.34% | |
| BG | F | 0.34% | |
| LNG | B | 0.34% | |
| BLDR | D | 0.34% | |
| OC | A | 0.34% | |
| EVRG | A | 0.34% | |
| VICI | C | 0.33% | |
| MDLZ | F | 0.33% | |
| HBAN | A | 0.33% | |
| ABBV | D | 0.33% | |
| UHS | D | 0.33% | |
| X | C | 0.33% | |
| DHI | D | 0.33% | |
| KIM | A | 0.33% | |
| BAH | F | 0.32% | |
| WLK | D | 0.32% | |
| CAG | D | 0.32% | |
| KLAC | D | 0.32% | |
| EOG | A | 0.32% | |
| EMN | D | 0.32% | |
| CF | B | 0.32% | |
| BAC | A | 0.31% | |
| ACI | C | 0.31% | |
| AMAT | F | 0.31% | |
| FITB | A | 0.31% | |
| ACGL | D | 0.31% | |
| LYB | F | 0.31% | |
| UGI | A | 0.31% | |
| ABT | B | 0.31% | |
| WY | D | 0.31% | |
| AEP | D | 0.31% | |
| WSM | B | 0.31% | |
| AVB | B | 0.31% | |
| STZ | D | 0.31% | |
| MAS | D | 0.3% | |
| QCOM | F | 0.3% | |
| DTE | C | 0.3% | |
| AOS | F | 0.3% | |
| NUE | C | 0.3% | |
| PKG | A | 0.3% | |
| ESI | A | 0.3% | |
| NFG | A | 0.3% | |
| CTVA | C | 0.3% | |
| JEF | A | 0.3% | |
| ORI | A | 0.3% | |
| AMP | A | 0.29% | |
| LH | C | 0.28% | |
| CAT | B | 0.28% | |
| GNTX | C | 0.28% | |
| EG | C | 0.28% | |
| RPM | A | 0.28% | |
| COP | C | 0.28% | |
| SYK | C | 0.28% | |
| SPB | C | 0.27% | |
| WST | C | 0.27% | |
| UNP | C | 0.27% | |
| CB | C | 0.27% | |
| DHR | F | 0.27% | |
| HSY | F | 0.26% | |
| OLN | D | 0.26% | |
| DOW | F | 0.26% | |
| LRCX | F | 0.26% | |
| AVY | D | 0.26% | |
| DINO | D | 0.26% | |
| FCX | D | 0.25% | |
| VTR | C | 0.25% | |
| STE | F | 0.25% | |
| MSM | C | 0.25% | |
| CBOE | B | 0.25% | |
| BBY | D | 0.24% | |
| ITT | A | 0.24% | |
| SAM | C | 0.24% | |
| PK | B | 0.24% | |
| TGT | F | 0.24% | |
| ALLY | C | 0.24% | |
| SNX | C | 0.24% | |
| DRI | B | 0.24% | |
| DOX | D | 0.24% | |
| BRBR | A | 0.24% | |
| MDT | D | 0.23% | |
| RVTY | F | 0.23% | |
| PR | B | 0.23% | |
| ROST | C | 0.23% | |
| APO | B | 0.23% | |
| STAG | F | 0.23% | |
| VTRS | A | 0.23% | |
| GEHC | F | 0.22% | |
| OMF | A | 0.22% | |
| IFF | D | 0.21% | |
| FLO | D | 0.21% | |
| EXP | A | 0.21% | |
| COKE | C | 0.21% | |
| WPC | D | 0.21% | |
| PPC | C | 0.21% | |
| CNM | D | 0.21% | |
| BPOP | B | 0.21% | |
| MAA | B | 0.21% | |
| SJM | D | 0.21% | |
| GAP | C | 0.2% | |
| EQR | B | 0.2% | |
| CE | F | 0.2% | |
| F | C | 0.19% | |
| BDX | F | 0.19% | |
| MEDP | D | 0.19% | |
| TKR | D | 0.19% | |
| ASH | D | 0.19% | |
| R | B | 0.18% | |
| BKNG | A | 0.18% | |
| CLF | F | 0.18% | |
| STWD | C | 0.18% | |
| SCI | B | 0.18% | |
| M | D | 0.18% | |
| NEU | C | 0.18% | |
| CSL | C | 0.17% | |
| MOS | F | 0.17% | |
| UI | A | 0.17% | |
| RGA | A | 0.17% | |
| EPR | D | 0.17% | |
| RHI | B | 0.17% | |
| CPT | B | 0.17% | |
| DTM | B | 0.17% | |
| CCI | D | 0.16% | |
| FR | C | 0.16% | |
| HUN | F | 0.16% | |
| ATO | A | 0.16% | |
| NNN | D | 0.16% | |
| KRC | C | 0.16% | |
| CHE | D | 0.16% | |
| HIW | D | 0.15% | |
| IPG | D | 0.15% | |
| TMO | F | 0.15% | |
| CACI | D | 0.14% | |
| SWKS | F | 0.14% | |
| MOH | F | 0.14% | |
| STT | A | 0.13% | |
| CSX | B | 0.13% | |
| DFS | B | 0.13% | |
| FBIN | D | 0.12% | |
| WRB | A | 0.12% | |
| VIRT | B | 0.12% | |
| SLM | A | 0.11% | |
| VVV | F | 0.11% | |
| USB | A | 0.11% | |
| GOOGL | C | 0.11% | |
| WU | D | 0.11% | |
| DVN | F | 0.1% | |
| CRUS | D | 0.1% | |
| OXY | D | 0.1% | |
| SMG | D | 0.1% | |
| PRU | A | 0.1% | |
| PFG | D | 0.1% | |
| CARR | D | 0.09% | |
| LOPE | B | 0.09% | |
| FRT | B | 0.09% | |
| RF | A | 0.09% | |
| RGLD | C | 0.08% | |
| SAIC | F | 0.08% | |
| LPX | B | 0.08% | |
| TNL | A | 0.07% | |
| CFG | B | 0.07% | |
| RBC | A | 0.07% | |
| RMD | C | 0.07% | |
| PCAR | B | 0.06% | |
| DLB | B | 0.06% | |
| NKE | D | 0.06% | |
| AFG | A | 0.06% | |
| KEY | B | 0.06% | |
| EGP | F | 0.06% | |
| IRDM | D | 0.06% | |
| AGO | B | 0.05% | |
| NSA | D | 0.05% | |
| CWEN | C | 0.05% | |
| RRC | B | 0.05% | |
| SSNC | B | 0.04% | |
| LSTR | D | 0.04% | |
| CRI | D | 0.03% | |
| FTRE | D | 0.03% | |
| HOG | D | 0.03% | |
| MNST | C | 0.03% | |
| LEG | F | 0.02% | |
| IDA | A | 0.02% | |
| PLD | D | 0.01% | |
| KSS | F | 0.01% | |
| SON | D | 0.01% | |
| ROKU | D | 0.0% |
JPUS Underweight 72 Positions Relative to ESMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRV | B | -1.64% | |
| NOC | D | -1.43% | |
| ADP | B | -1.43% | |
| TXN | C | -1.39% | |
| HD | A | -1.39% | |
| ROP | B | -1.31% | |
| HES | B | -1.3% | |
| FERG | B | -1.3% | |
| OKE | A | -1.24% | |
| TT | A | -1.23% | |
| V | A | -1.13% | |
| SPGI | C | -1.07% | |
| MCD | D | -1.02% | |
| MA | C | -0.97% | |
| JNJ | D | -0.97% | |
| KEYS | A | -0.83% | |
| PTC | A | -0.78% | |
| WDAY | B | -0.77% | |
| HUBS | A | -0.77% | |
| CRH | A | -0.75% | |
| CRM | B | -0.74% | |
| EQIX | A | -0.74% | |
| HON | B | -0.69% | |
| FICO | B | -0.54% | |
| NEE | D | -0.5% | |
| CHRW | C | -0.49% | |
| MELI | D | -0.44% | |
| RTX | C | -0.43% | |
| CME | A | -0.43% | |
| UBER | D | -0.42% | |
| DECK | A | -0.41% | |
| ODFL | B | -0.4% | |
| ES | D | -0.4% | |
| ICE | C | -0.39% | |
| YUM | B | -0.39% | |
| STX | D | -0.36% | |
| FI | A | -0.34% | |
| INTC | D | -0.34% | |
| AMCR | D | -0.34% | |
| SNPS | B | -0.33% | |
| NXPI | D | -0.32% | |
| VRSN | F | -0.32% | |
| HUM | C | -0.31% | |
| CNH | C | -0.31% | |
| BR | A | -0.31% | |
| AKAM | D | -0.3% | |
| LKQ | D | -0.3% | |
| ALNY | D | -0.28% | |
| INCY | C | -0.26% | |
| AJG | B | -0.25% | |
| XYL | D | -0.25% | |
| JCI | C | -0.24% | |
| ADSK | A | -0.23% | |
| AWK | D | -0.22% | |
| OTIS | C | -0.21% | |
| FSLR | F | -0.19% | |
| AIZ | A | -0.19% | |
| GDDY | A | -0.19% | |
| WTW | B | -0.17% | |
| ULTA | F | -0.17% | |
| NOW | A | -0.17% | |
| AZPN | A | -0.17% | |
| UPS | C | -0.15% | |
| TEAM | A | -0.14% | |
| DPZ | C | -0.13% | |
| JKHY | D | -0.13% | |
| FFIV | B | -0.12% | |
| MKC | D | -0.12% | |
| SOLV | C | -0.11% | |
| KNX | B | -0.07% | |
| HII | D | -0.06% | |
| AON | A | -0.06% |
JPUS: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Packaged Foods
Oil & Gas E&P
Specialty Chemicals
Banks - Regional - US
Information Technology Services
REIT - Industrial
REIT - Retail
Communication Equipment
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Household & Personal Products
REIT - Diversified
Semiconductors
Specialty Retail
Utilities - Diversified
Beverages - Soft Drinks
Building Materials
Chemicals
ESMV: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Packaged Foods
Household & Personal Products
Information Technology Services
Biotechnology
Business Services
Communication Equipment
Health Care Plans
Insurance Brokers
Semiconductors
Software - Infrastructure
Specialty Retail
Utilities - Regulated Electric
Aerospace & Defense
Beverages - Soft Drinks
Diversified Industrials
Industrial Distribution
Medical Distribution
Restaurants
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