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      JPUS vs. EVUS ETF Comparison

      Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to iShares ESG Aware MSCI USA Value ETF (EVUS)
      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

      $118.98

      Average Daily Volume

      7,932

      Number of Holdings *

      354

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

      iShares ESG Aware MSCI USA Value ETF

      EVUS Description EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

      Grade (RS Rating)

      Last Trade

      $29.74

      Average Daily Volume

      2,104

      Number of Holdings *

      234

      * may have additional holdings in another (foreign) market
      Performance
      Period JPUS EVUS
      30 Days 2.70% 3.16%
      60 Days 5.35% 5.40%
      90 Days 8.04% 8.76%
      12 Months 26.40% 23.96%
      123 Overlapping Holdings
      Symbol Grade Weight in JPUS Weight in EVUS Overlap
      ABBV C 0.38% 1.1% 0.38%
      ABT C 0.34% 0.25% 0.25%
      ACGL B 0.35% 0.19% 0.19%
      ACN C 0.33% 0.57% 0.33%
      ADI C 0.36% 0.29% 0.29%
      ADM D 0.37% 0.12% 0.12%
      AFL C 0.4% 0.23% 0.23%
      AMGN B 0.41% 0.9% 0.41%
      AVGO C 0.33% 3.03% 0.33%
      AVY D 0.16% 0.11% 0.11%
      BAC D 0.26% 1.14% 0.26%
      BBY C 0.26% 0.32% 0.26%
      BG D 0.35% 0.35% 0.35%
      BMY C 0.22% 0.36% 0.22%
      BRK.A C 0.41% 1.17% 0.41%
      CAG C 0.42% 0.11% 0.11%
      CAH C 0.35% 0.31% 0.31%
      CARR B 0.09% 0.42% 0.09%
      CAT B 0.24% 0.7% 0.24%
      CB B 0.29% 0.13% 0.13%
      CBOE C 0.3% 0.11% 0.11%
      CBRE A 0.05% 0.32% 0.05%
      CCI C 0.2% 0.7% 0.2%
      CHD C 0.36% 0.27% 0.27%
      CI C 0.4% 0.67% 0.4%
      CLX C 0.39% 0.44% 0.39%
      CMCSA D 0.39% 0.38% 0.38%
      CMI C 0.34% 0.67% 0.34%
      CMS B 0.3% 0.41% 0.3%
      COF A 0.34% 0.14% 0.14%
      COP D 0.25% 0.77% 0.25%
      CPB B 0.42% 0.15% 0.15%
      CSCO B 0.35% 0.9% 0.35%
      CVS F 0.27% 0.1% 0.1%
      CVX D 0.3% 1.14% 0.3%
      D B 0.37% 0.29% 0.29%
      DFS B 0.1% 0.35% 0.1%
      DGX C 0.36% 0.29% 0.29%
      DHI C 0.46% 0.2% 0.2%
      DHR C 0.33% 0.86% 0.33%
      DOW D 0.29% 0.12% 0.12%
      EA D 0.16% 0.37% 0.16%
      ECL A 0.29% 0.68% 0.29%
      ED C 0.4% 0.27% 0.27%
      EIX C 0.43% 0.29% 0.29%
      ELV C 0.36% 0.94% 0.36%
      EQIX B 0.33% 0.59% 0.33%
      EQT D 0.26% 0.12% 0.12%
      ETN C 0.36% 0.25% 0.25%
      EXC B 0.35% 0.37% 0.35%
      FANG D 0.3% 0.11% 0.11%
      GEHC C 0.24% 0.1% 0.1%
      GILD B 0.33% 0.93% 0.33%
      GIS B 0.4% 0.72% 0.4%
      HBAN B 0.27% 0.24% 0.24%
      HCA A 0.43% 0.36% 0.36%
      HIG B 0.43% 0.48% 0.43%
      HOLX C 0.31% 0.15% 0.15%
      HPE D 0.23% 0.29% 0.23%
      HRL D 0.29% 0.13% 0.13%
      HUBB A 0.31% 0.13% 0.13%
      HUM F 0.04% 0.12% 0.04%
      IBM A 0.11% 1.23% 0.11%
      IP C 0.34% 0.14% 0.14%
      IPG C 0.15% 0.1% 0.1%
      IRM B 0.48% 0.36% 0.36%
      ITW C 0.31% 0.11% 0.11%
      JNPR A 0.41% 0.13% 0.13%
      K A 0.52% 0.92% 0.52%
      KDP B 0.19% 0.26% 0.19%
      KHC C 0.41% 0.31% 0.31%
      KMB D 0.38% 0.39% 0.38%
      KMI A 0.33% 0.63% 0.33%
      KO B 0.43% 1.96% 0.43%
      KR C 0.41% 0.41% 0.41%
      LIN B 0.28% 0.53% 0.28%
      LOW A 0.35% 0.75% 0.35%
      LYB F 0.36% 0.09% 0.09%
      MDLZ C 0.42% 0.1% 0.1%
      MMC C 0.38% 0.26% 0.26%
      MRK D 0.32% 0.64% 0.32%
      MRO C 0.28% 0.17% 0.17%
      NEM B 0.23% 0.36% 0.23%
      NI B 0.42% 0.63% 0.42%
      NKE D 0.07% 0.1% 0.07%
      NTAP D 0.31% 0.09% 0.09%
      NUE F 0.28% 0.25% 0.25%
      OC C 0.28% 0.18% 0.18%
      ORCL B 0.38% 1.16% 0.38%
      PEG B 0.43% 0.92% 0.43%
      PEP D 0.4% 0.98% 0.4%
      PFE D 0.23% 0.66% 0.23%
      PFG B 0.1% 0.12% 0.1%
      PG C 0.39% 1.58% 0.39%
      PGR A 0.46% 0.4% 0.4%
      PHM B 0.44% 0.14% 0.14%
      PLD C 0.21% 0.35% 0.21%
      PRU C 0.09% 0.98% 0.09%
      PSA B 0.39% 0.11% 0.11%
      PSX D 0.33% 0.33% 0.33%
      QCOM F 0.21% 0.66% 0.21%
      REGN C 0.41% 0.33% 0.33%
      STE C 0.29% 0.35% 0.29%
      STLD D 0.3% 0.09% 0.09%
      STT B 0.12% 0.16% 0.12%
      STZ D 0.36% 0.11% 0.11%
      SYF C 0.37% 0.36% 0.36%
      SYY D 0.41% 0.1% 0.1%
      T C 0.46% 0.37% 0.37%
      TAP D 0.41% 0.31% 0.31%
      TGT C 0.24% 0.43% 0.24%
      TJX C 0.35% 0.18% 0.18%
      TMO C 0.18% 0.14% 0.14%
      TSCO C 0.37% 0.25% 0.25%
      UNH C 0.37% 2.16% 0.37%
      USB B 0.1% 0.26% 0.1%
      VLO F 0.32% 0.23% 0.23%
      VZ B 0.41% 0.87% 0.41%
      WELL C 0.42% 0.45% 0.42%
      WMB B 0.34% 0.13% 0.13%
      WY C 0.34% 0.28% 0.28%
      XOM D 0.38% 1.48% 0.38%
      ZTS C 0.32% 0.48% 0.32%
      JPUS Overweight 231 Positions Relative to EVUS
      Symbol Grade Weight
      FYBR C 0.51%
      PM C 0.46%
      TRGP B 0.46%
      HRB C 0.46%
      OHI C 0.45%
      JLL B 0.45%
      TOL B 0.45%
      MSI B 0.44%
      NVR B 0.44%
      MO D 0.44%
      USFD B 0.43%
      CUBE B 0.43%
      TMUS C 0.43%
      ETR A 0.43%
      INGR B 0.43%
      UHS B 0.43%
      PPL B 0.42%
      LMT B 0.42%
      PNW B 0.42%
      FCNCA D 0.42%
      CL C 0.42%
      SO A 0.42%
      POST C 0.42%
      LEN C 0.42%
      CLH A 0.41%
      UNM B 0.41%
      KVUE C 0.41%
      SPG A 0.41%
      REG C 0.41%
      LAMR A 0.41%
      GRMN D 0.4%
      LLY C 0.4%
      RSG D 0.4%
      DVA B 0.4%
      ESS C 0.4%
      PFGC B 0.4%
      ANET A 0.4%
      META A 0.39%
      FE C 0.39%
      GWW A 0.38%
      ROKU C 0.38%
      BRX B 0.38%
      WM D 0.38%
      PCG C 0.38%
      GLPI C 0.38%
      CASY D 0.38%
      GD B 0.38%
      CTSH C 0.37%
      PWR B 0.37%
      XEL B 0.37%
      UTHR C 0.37%
      VRTX D 0.37%
      AM B 0.37%
      VICI C 0.37%
      SRE B 0.36%
      EVRG B 0.36%
      MTG B 0.36%
      ORLY D 0.36%
      HST C 0.36%
      FNF B 0.36%
      WEC B 0.36%
      AAPL C 0.36%
      AZO D 0.36%
      DKS D 0.36%
      OGE B 0.36%
      SCCO D 0.35%
      APH D 0.35%
      NXST D 0.35%
      MSFT C 0.35%
      DUK B 0.35%
      MPC F 0.35%
      WSM D 0.34%
      AVB C 0.34%
      NVDA D 0.34%
      FAST C 0.34%
      RS D 0.34%
      KIM C 0.34%
      INTU C 0.34%
      BLDR C 0.34%
      WLK D 0.34%
      VST A 0.34%
      CHTR D 0.34%
      DTE B 0.33%
      BAH B 0.33%
      CEG A 0.33%
      KLAC D 0.33%
      MNST D 0.33%
      PH A 0.33%
      CIEN C 0.33%
      AOS D 0.32%
      CE F 0.32%
      MCK F 0.32%
      ACI F 0.31%
      NFG B 0.31%
      IT A 0.31%
      CTRA D 0.31%
      LNG C 0.3%
      UNP C 0.3%
      CF C 0.3%
      EG C 0.3%
      TSN D 0.3%
      ALSN B 0.3%
      CTVA B 0.3%
      PAG D 0.3%
      MAS B 0.3%
      CNP D 0.3%
      SYK C 0.29%
      AMAT F 0.29%
      ORI B 0.29%
      GNTX D 0.28%
      EMN B 0.28%
      X D 0.28%
      CDNS D 0.28%
      EOG D 0.27%
      ESI D 0.27%
      SPB B 0.27%
      PKG B 0.27%
      FITB B 0.27%
      VTR C 0.27%
      MDT C 0.26%
      WPC C 0.26%
      OLN D 0.26%
      STAG D 0.26%
      ROST C 0.26%
      RPM B 0.26%
      LRCX F 0.25%
      DOX C 0.25%
      HUN D 0.25%
      SJM C 0.25%
      DINO F 0.24%
      UGI C 0.24%
      JEF B 0.24%
      WST D 0.24%
      DRI B 0.24%
      EQR C 0.23%
      AMP B 0.23%
      MAA C 0.23%
      FCX D 0.23%
      AME C 0.23%
      FLO C 0.23%
      MSM D 0.23%
      VTRS D 0.22%
      SNX D 0.22%
      NNN C 0.21%
      ITT B 0.21%
      PK D 0.21%
      BPOP C 0.21%
      ALLY D 0.21%
      SAM F 0.2%
      MEDP D 0.2%
      TKR D 0.2%
      BDX F 0.2%
      CELH F 0.2%
      XP D 0.19%
      EPR B 0.19%
      THC B 0.19%
      F F 0.18%
      SCI C 0.18%
      EXP B 0.18%
      CPT B 0.18%
      STWD B 0.18%
      NEU D 0.18%
      CLF F 0.17%
      CNM F 0.17%
      RHI D 0.17%
      M F 0.17%
      OMF D 0.17%
      FR C 0.17%
      CHE C 0.17%
      GAP F 0.17%
      APO B 0.16%
      RGA B 0.16%
      MOH D 0.16%
      SWKS F 0.16%
      CSL B 0.15%
      KRC B 0.15%
      MOS F 0.15%
      ASH D 0.15%
      ATO B 0.15%
      HIW B 0.15%
      BKNG B 0.14%
      R B 0.14%
      CSX D 0.13%
      COKE C 0.13%
      WU F 0.13%
      CACI B 0.13%
      BRBR C 0.12%
      WRB C 0.12%
      VIRT C 0.12%
      FRT C 0.1%
      GOOGL D 0.1%
      VVV D 0.1%
      UI A 0.1%
      PPC D 0.09%
      SLM D 0.09%
      IDA C 0.09%
      SAIC C 0.09%
      OXY F 0.09%
      CHK D 0.09%
      LOPE D 0.08%
      RF B 0.08%
      CSGP D 0.08%
      IRDM D 0.07%
      OTIS C 0.07%
      EGP C 0.07%
      LPX B 0.07%
      ADBE F 0.06%
      CFG C 0.06%
      DLB D 0.06%
      AFG B 0.06%
      PCAR D 0.05%
      KEY B 0.05%
      RRC D 0.05%
      DTM A 0.05%
      TNL D 0.05%
      CWEN B 0.05%
      AGO C 0.04%
      SSNC B 0.04%
      LSTR F 0.04%
      VLTO B 0.04%
      FTRE D 0.03%
      LEG D 0.03%
      HOG C 0.03%
      CRI D 0.03%
      LBRDK F 0.03%
      KSS F 0.01%
      SON D 0.01%
      AEE A 0.01%
      CC F 0.01%
      GO F 0.01%
      LW D 0.01%
      JPUS Underweight 111 Positions Relative to EVUS
      Symbol Grade Weight
      JPM D -2.43%
      HD A -1.99%
      JNJ C -1.58%
      TXN C -1.5%
      ADP B -1.18%
      NEE C -0.92%
      AXP B -0.84%
      MS C -0.82%
      RTX C -0.81%
      HON D -0.79%
      DIS D -0.73%
      AMT C -0.72%
      BR D -0.71%
      GS C -0.71%
      SPGI A -0.7%
      CRH A -0.68%
      BK A -0.67%
      MCD B -0.66%
      MMM A -0.64%
      OKE B -0.64%
      C D -0.59%
      PNR B -0.57%
      NXPI D -0.56%
      PNC A -0.55%
      EXPD C -0.54%
      MET A -0.5%
      COR D -0.5%
      INTC F -0.48%
      XYL D -0.45%
      NOC A -0.44%
      DE B -0.44%
      TRV C -0.44%
      LKQ F -0.43%
      FERG D -0.42%
      DLR B -0.41%
      MU F -0.4%
      CHRW A -0.38%
      SBUX C -0.38%
      PPG D -0.36%
      COO B -0.35%
      KEYS C -0.35%
      NDAQ A -0.35%
      OVV F -0.35%
      JCI B -0.34%
      ANSS D -0.34%
      FI A -0.32%
      UPS F -0.32%
      SCHW D -0.31%
      FLUT B -0.31%
      BLK B -0.28%
      SLB F -0.27%
      FBIN B -0.27%
      FTV C -0.27%
      ES C -0.26%
      BKR D -0.25%
      URI B -0.25%
      FIS B -0.25%
      FDX F -0.24%
      CNC C -0.24%
      J C -0.23%
      CNH D -0.23%
      DAL C -0.22%
      TFC D -0.22%
      ZBH F -0.22%
      WFC D -0.21%
      LH C -0.21%
      A C -0.21%
      WTRG D -0.21%
      TFX C -0.2%
      PYPL B -0.2%
      AIZ B -0.18%
      FDS C -0.18%
      HII D -0.17%
      GEV B -0.16%
      JBHT D -0.16%
      IEX D -0.16%
      ALLE C -0.16%
      MKC C -0.16%
      TRMB C -0.16%
      HPQ D -0.15%
      NTRS B -0.14%
      AKAM D -0.14%
      IFF C -0.14%
      ROK F -0.13%
      WTW C -0.13%
      FSLR C -0.13%
      BIIB F -0.13%
      AVTR B -0.12%
      PAYX C -0.12%
      BALL C -0.12%
      WDC D -0.12%
      BXP B -0.12%
      SOLV C -0.12%
      IR C -0.12%
      LDOS B -0.11%
      ULTA D -0.11%
      FOX B -0.11%
      MKTX C -0.11%
      ICE C -0.11%
      AZPN B -0.1%
      DOV B -0.1%
      APD B -0.1%
      CCK A -0.1%
      GEN C -0.1%
      TWLO C -0.1%
      RMD C -0.1%
      TTC D -0.09%
      KMX D -0.09%
      DD B -0.09%
      DG F -0.07%
      DLTR F -0.07%

      JPUS: Top Represented Industries & Keywords

      Industries: Utilities - Regulated Electric Packaged Foods Oil & Gas E&P Specialty Chemicals Banks - Regional - US Drug Manufacturers - Major REIT - Diversified REIT - Retail Beverages - Soft Drinks Communication Equipment Credit Services Diversified Industrials Health Care Plans Household & Personal Products Information Technology Services REIT - Industrial Specialty Retail Utilities - Diversified Building Materials Chemicals
      Keywords: S&P 500 Nasdaq 100 Natural Gas Electricity Real Estate Investment Trust Insurance Electronics Mining Chemical Bank Dow Jones Component Computing Medicine Plastic Real Estate Market Telecommunications Banking Broadband Insurance Products Petroleum Industry

      EVUS: Top Represented Industries & Keywords

      Industries: Diversified Industrials Drug Manufacturers - Major Packaged Foods Business Services Capital Markets Health Care Plans Semiconductors Specialty Chemicals Credit Services Diagnostics & Research Integrated Shipping & Logistics Medical Instruments & Supplies Oil & Gas E&P Software - Application Utilities - Regulated Electric Asset Management Banks - Global Banks - Regional - US Household & Personal Products Insurance - Diversified
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Insurance Computing Bank Banking Chemical Electronics Mining Beverage Electricity Medicine Telecommunications Aerospace Disability Investment Bank Building Materials Financial Products
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