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
$119.62
Average Daily Volume
6,939
Number of Holdings
*
355
* 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
$30.11
Average Daily Volume
1,992
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
Performance
| Period | JPUS | EVUS |
|---|---|---|
| 30 Days | -1.17% | -0.86% |
| 60 Days | 1.04% | 1.78% |
| 90 Days | 3.77% | 4.99% |
| 12 Months | 25.29% | 27.21% |
126 Overlapping Holdings
| Symbol | Grade | Weight in JPUS | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| ABBV | F | 0.33% | 1.08% | 0.33% | |
| ABT | A | 0.31% | 0.24% | 0.24% | |
| ACGL | D | 0.31% | 0.17% | 0.17% | |
| ACN | C | 0.32% | 0.56% | 0.32% | |
| ADI | D | 0.35% | 0.28% | 0.28% | |
| ADM | D | 0.34% | 0.1% | 0.1% | |
| AFL | C | 0.38% | 0.22% | 0.22% | |
| AMGN | D | 0.35% | 0.84% | 0.35% | |
| AVGO | C | 0.38% | 3.17% | 0.38% | |
| AVY | D | 0.26% | 0.09% | 0.09% | |
| BAC | A | 0.31% | 1.27% | 0.31% | |
| BBY | D | 0.24% | 0.28% | 0.24% | |
| BG | D | 0.34% | 0.3% | 0.3% | |
| BMY | A | 0.25% | 0.38% | 0.25% | |
| BRK.A | B | 0.39% | 1.16% | 0.39% | |
| CAG | F | 0.32% | 0.09% | 0.09% | |
| CAH | B | 0.36% | 0.32% | 0.32% | |
| CARR | D | 0.09% | 0.4% | 0.09% | |
| CAT | C | 0.28% | 0.76% | 0.28% | |
| CB | C | 0.27% | 0.13% | 0.13% | |
| CBOE | C | 0.25% | 0.1% | 0.1% | |
| CBRE | B | 0.05% | 0.35% | 0.05% | |
| CCI | C | 0.16% | 0.6% | 0.16% | |
| CHD | A | 0.34% | 0.27% | 0.27% | |
| CI | D | 0.35% | 0.56% | 0.35% | |
| CLX | A | 0.35% | 0.42% | 0.35% | |
| CMCSA | B | 0.42% | 0.41% | 0.41% | |
| CMI | A | 0.42% | 0.76% | 0.42% | |
| CMS | C | 0.28% | 0.37% | 0.28% | |
| COF | B | 0.45% | 0.18% | 0.18% | |
| COP | B | 0.28% | 0.8% | 0.28% | |
| COR | B | 0.39% | 0.5% | 0.39% | |
| CPB | D | 0.33% | 0.13% | 0.13% | |
| CSCO | B | 0.41% | 1.01% | 0.41% | |
| CVS | F | 0.36% | 0.09% | 0.09% | |
| CVX | A | 0.35% | 1.22% | 0.35% | |
| D | C | 0.34% | 0.28% | 0.28% | |
| DFS | B | 0.13% | 0.45% | 0.13% | |
| DGX | A | 0.36% | 0.29% | 0.29% | |
| DHI | D | 0.33% | 0.17% | 0.17% | |
| DHR | D | 0.27% | 0.73% | 0.27% | |
| DOW | F | 0.26% | 0.11% | 0.11% | |
| EA | A | 0.19% | 0.38% | 0.19% | |
| ECL | D | 0.29% | 0.65% | 0.29% | |
| ED | C | 0.34% | 0.25% | 0.25% | |
| EIX | C | 0.36% | 0.27% | 0.27% | |
| ELV | F | 0.26% | 0.69% | 0.26% | |
| ETN | B | 0.43% | 0.29% | 0.29% | |
| EXC | C | 0.31% | 0.34% | 0.31% | |
| FANG | D | 0.39% | 0.11% | 0.11% | |
| FBIN | F | 0.12% | 0.24% | 0.12% | |
| GEHC | D | 0.22% | 0.1% | 0.1% | |
| GEN | B | 0.07% | 0.11% | 0.07% | |
| GILD | C | 0.35% | 1.04% | 0.35% | |
| GIS | F | 0.33% | 0.61% | 0.33% | |
| HBAN | B | 0.33% | 0.28% | 0.28% | |
| HCA | F | 0.34% | 0.31% | 0.31% | |
| HIG | B | 0.39% | 0.47% | 0.39% | |
| HOLX | D | 0.28% | 0.14% | 0.14% | |
| HPE | B | 0.3% | 0.35% | 0.3% | |
| HRL | D | 0.35% | 0.12% | 0.12% | |
| HUBB | B | 0.35% | 0.15% | 0.15% | |
| IBM | C | 0.3% | 1.17% | 0.3% | |
| IFF | D | 0.21% | 0.12% | 0.12% | |
| IP | A | 0.46% | 0.16% | 0.16% | |
| IPG | F | 0.15% | 0.09% | 0.09% | |
| IRM | C | 0.39% | 0.35% | 0.35% | |
| ITW | B | 0.34% | 0.1% | 0.1% | |
| JNPR | D | 0.38% | 0.12% | 0.12% | |
| K | B | 0.38% | 0.89% | 0.38% | |
| KDP | D | 0.26% | 0.21% | 0.21% | |
| KHC | F | 0.34% | 0.28% | 0.28% | |
| KMB | C | 0.34% | 0.35% | 0.34% | |
| KMI | A | 0.48% | 0.77% | 0.48% | |
| KO | D | 0.33% | 1.68% | 0.33% | |
| KR | B | 0.43% | 0.42% | 0.42% | |
| LDOS | C | 0.22% | 0.13% | 0.13% | |
| LH | B | 0.28% | 0.22% | 0.22% | |
| LIN | D | 0.28% | 0.5% | 0.28% | |
| LOW | C | 0.37% | 0.76% | 0.37% | |
| LYB | F | 0.31% | 0.08% | 0.08% | |
| MDLZ | F | 0.33% | 0.09% | 0.09% | |
| MMC | D | 0.05% | 0.25% | 0.05% | |
| MRK | F | 0.26% | 0.54% | 0.26% | |
| MRO | A | 0.37% | 0.18% | 0.18% | |
| NEM | D | 0.18% | 0.29% | 0.18% | |
| NI | A | 0.41% | 0.64% | 0.41% | |
| NKE | F | 0.06% | 0.08% | 0.06% | |
| NTAP | C | 0.31% | 0.1% | 0.1% | |
| NUE | D | 0.3% | 0.27% | 0.27% | |
| OC | A | 0.34% | 0.2% | 0.2% | |
| ORCL | A | 0.41% | 1.29% | 0.41% | |
| PEG | C | 0.41% | 0.9% | 0.41% | |
| PEP | F | 0.34% | 0.88% | 0.34% | |
| PFG | C | 0.1% | 0.12% | 0.1% | |
| PG | C | 0.36% | 1.45% | 0.36% | |
| PGR | B | 0.39% | 0.39% | 0.39% | |
| PHM | D | 0.38% | 0.13% | 0.13% | |
| PLD | D | 0.01% | 0.3% | 0.01% | |
| PRU | B | 0.1% | 0.98% | 0.1% | |
| PSA | C | 0.34% | 0.11% | 0.11% | |
| PSX | C | 0.35% | 0.31% | 0.31% | |
| QCOM | F | 0.3% | 0.65% | 0.3% | |
| REGN | F | 0.26% | 0.24% | 0.24% | |
| RMD | C | 0.07% | 0.11% | 0.07% | |
| STE | D | 0.25% | 0.3% | 0.25% | |
| STLD | B | 0.38% | 0.12% | 0.12% | |
| STT | B | 0.13% | 0.18% | 0.13% | |
| STZ | D | 0.31% | 0.09% | 0.09% | |
| SYF | B | 0.52% | 0.47% | 0.47% | |
| SYY | D | 0.36% | 0.09% | 0.09% | |
| T | A | 0.4% | 0.37% | 0.37% | |
| TAP | B | 0.43% | 0.32% | 0.32% | |
| TGT | B | 0.24% | 0.41% | 0.24% | |
| TJX | A | 0.34% | 0.17% | 0.17% | |
| TMO | F | 0.15% | 0.11% | 0.11% | |
| TSCO | D | 0.34% | 0.24% | 0.24% | |
| UNH | C | 0.34% | 2.15% | 0.34% | |
| USB | B | 0.11% | 0.28% | 0.11% | |
| VLO | C | 0.4% | 0.22% | 0.22% | |
| VZ | C | 0.38% | 0.75% | 0.38% | |
| WELL | A | 0.4% | 0.46% | 0.4% | |
| WMB | A | 0.41% | 0.16% | 0.16% | |
| WY | D | 0.31% | 0.26% | 0.26% | |
| XOM | B | 0.41% | 1.54% | 0.41% | |
| ZTS | D | 0.27% | 0.42% | 0.27% |
JPUS Overweight 229 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | A | 0.64% | |
| CIEN | B | 0.52% | |
| UNM | A | 0.51% | |
| TRGP | A | 0.5% | |
| ANET | C | 0.47% | |
| TMUS | B | 0.47% | |
| NRG | B | 0.46% | |
| PFGC | B | 0.46% | |
| ETR | A | 0.46% | |
| PWR | A | 0.46% | |
| MCK | A | 0.46% | |
| NVDA | A | 0.45% | |
| USFD | A | 0.44% | |
| GWW | B | 0.43% | |
| FCNCA | A | 0.43% | |
| MSI | B | 0.43% | |
| GRMN | B | 0.43% | |
| CEG | C | 0.42% | |
| ALSN | B | 0.42% | |
| APH | B | 0.42% | |
| INGR | B | 0.42% | |
| TOL | B | 0.42% | |
| META | C | 0.42% | |
| UTHR | C | 0.42% | |
| JLL | D | 0.41% | |
| CLH | C | 0.41% | |
| WM | B | 0.41% | |
| SPG | A | 0.41% | |
| CASY | A | 0.41% | |
| RSG | A | 0.4% | |
| HST | D | 0.4% | |
| CHTR | B | 0.4% | |
| THC | C | 0.4% | |
| PM | A | 0.39% | |
| PH | B | 0.39% | |
| MO | A | 0.39% | |
| KVUE | A | 0.39% | |
| PNW | B | 0.39% | |
| LAMR | D | 0.39% | |
| PPL | A | 0.39% | |
| FAST | B | 0.39% | |
| RS | B | 0.38% | |
| AM | A | 0.38% | |
| OHI | B | 0.38% | |
| REG | A | 0.38% | |
| NVR | D | 0.38% | |
| TSN | B | 0.37% | |
| ESS | A | 0.37% | |
| SRE | A | 0.37% | |
| DVA | C | 0.37% | |
| ORLY | B | 0.37% | |
| FYBR | C | 0.37% | |
| VRTX | D | 0.37% | |
| SO | C | 0.37% | |
| BRX | A | 0.37% | |
| CTSH | C | 0.37% | |
| NXST | C | 0.36% | |
| GD | D | 0.36% | |
| HRB | D | 0.36% | |
| INTU | B | 0.36% | |
| OGE | A | 0.36% | |
| AAPL | C | 0.36% | |
| LEN | D | 0.36% | |
| SCCO | F | 0.36% | |
| DUK | C | 0.36% | |
| LMT | D | 0.36% | |
| XEL | A | 0.36% | |
| MPC | D | 0.36% | |
| DKS | D | 0.36% | |
| MTG | D | 0.35% | |
| MSFT | D | 0.35% | |
| FNF | A | 0.35% | |
| CTRA | B | 0.35% | |
| CUBE | C | 0.35% | |
| POST | C | 0.35% | |
| AZO | C | 0.35% | |
| PAG | B | 0.34% | |
| GLPI | C | 0.34% | |
| FE | C | 0.34% | |
| WEC | A | 0.34% | |
| LNG | A | 0.34% | |
| BLDR | D | 0.34% | |
| EVRG | A | 0.34% | |
| CDNS | B | 0.33% | |
| VICI | C | 0.33% | |
| LLY | F | 0.33% | |
| UHS | D | 0.33% | |
| X | C | 0.33% | |
| KIM | A | 0.33% | |
| BAH | D | 0.32% | |
| WLK | F | 0.32% | |
| KLAC | F | 0.32% | |
| EOG | A | 0.32% | |
| IT | C | 0.32% | |
| EMN | D | 0.32% | |
| CL | D | 0.32% | |
| CF | A | 0.32% | |
| ACI | C | 0.31% | |
| AMAT | F | 0.31% | |
| FITB | B | 0.31% | |
| UGI | C | 0.31% | |
| AEP | C | 0.31% | |
| WSM | D | 0.31% | |
| AVB | B | 0.31% | |
| MAS | D | 0.3% | |
| DTE | C | 0.3% | |
| AOS | F | 0.3% | |
| PKG | B | 0.3% | |
| ESI | B | 0.3% | |
| NFG | A | 0.3% | |
| CTVA | C | 0.3% | |
| JEF | A | 0.3% | |
| ORI | A | 0.3% | |
| AMP | A | 0.29% | |
| GNTX | F | 0.28% | |
| EG | D | 0.28% | |
| RPM | B | 0.28% | |
| SYK | A | 0.28% | |
| SPB | C | 0.27% | |
| WST | D | 0.27% | |
| UNP | D | 0.27% | |
| HSY | F | 0.26% | |
| OLN | F | 0.26% | |
| LRCX | F | 0.26% | |
| DINO | D | 0.26% | |
| FCX | F | 0.25% | |
| VTR | B | 0.25% | |
| MSM | D | 0.25% | |
| ITT | A | 0.24% | |
| SAM | C | 0.24% | |
| PK | D | 0.24% | |
| ALLY | C | 0.24% | |
| SNX | D | 0.24% | |
| DRI | C | 0.24% | |
| DOX | D | 0.24% | |
| BRBR | A | 0.24% | |
| MDT | D | 0.23% | |
| RVTY | D | 0.23% | |
| PR | B | 0.23% | |
| ROST | D | 0.23% | |
| APO | A | 0.23% | |
| STAG | D | 0.23% | |
| VTRS | A | 0.23% | |
| OMF | A | 0.22% | |
| FLO | D | 0.21% | |
| EXP | B | 0.21% | |
| COKE | C | 0.21% | |
| WPC | C | 0.21% | |
| PPC | B | 0.21% | |
| CNM | C | 0.21% | |
| BPOP | C | 0.21% | |
| MAA | A | 0.21% | |
| SJM | D | 0.21% | |
| GAP | D | 0.2% | |
| EQR | C | 0.2% | |
| CE | F | 0.2% | |
| F | C | 0.19% | |
| BDX | F | 0.19% | |
| MEDP | D | 0.19% | |
| TKR | F | 0.19% | |
| ASH | F | 0.19% | |
| R | B | 0.18% | |
| BKNG | A | 0.18% | |
| CLF | F | 0.18% | |
| STWD | C | 0.18% | |
| SCI | A | 0.18% | |
| M | D | 0.18% | |
| NEU | D | 0.18% | |
| CSL | C | 0.17% | |
| MOS | D | 0.17% | |
| UI | A | 0.17% | |
| RGA | B | 0.17% | |
| EPR | D | 0.17% | |
| RHI | C | 0.17% | |
| CPT | C | 0.17% | |
| DTM | A | 0.17% | |
| FR | C | 0.16% | |
| HUN | F | 0.16% | |
| ATO | A | 0.16% | |
| NNN | C | 0.16% | |
| KRC | C | 0.16% | |
| CHE | F | 0.16% | |
| HIW | D | 0.15% | |
| CACI | C | 0.14% | |
| SWKS | F | 0.14% | |
| MOH | F | 0.14% | |
| CSX | C | 0.13% | |
| WRB | B | 0.12% | |
| VIRT | A | 0.12% | |
| SLM | B | 0.11% | |
| VVV | D | 0.11% | |
| GOOGL | B | 0.11% | |
| WU | F | 0.11% | |
| DVN | F | 0.1% | |
| CRUS | F | 0.1% | |
| OXY | F | 0.1% | |
| SMG | C | 0.1% | |
| 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 | B | 0.07% | |
| CFG | B | 0.07% | |
| RBC | A | 0.07% | |
| PCAR | C | 0.06% | |
| DLB | F | 0.06% | |
| AFG | A | 0.06% | |
| KEY | B | 0.06% | |
| EGP | D | 0.06% | |
| IRDM | F | 0.06% | |
| AGO | A | 0.05% | |
| ADBE | D | 0.05% | |
| NSA | C | 0.05% | |
| CWEN | C | 0.05% | |
| RRC | B | 0.05% | |
| VLTO | C | 0.04% | |
| SSNC | C | 0.04% | |
| LSTR | D | 0.04% | |
| CRI | F | 0.03% | |
| FTRE | D | 0.03% | |
| HOG | F | 0.03% | |
| MNST | C | 0.03% | |
| LEG | F | 0.02% | |
| IDA | A | 0.02% | |
| KSS | F | 0.01% | |
| SON | F | 0.01% | |
| ROKU | D | 0.0% |
JPUS Underweight 108 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -2.7% | |
| HD | A | -2.04% | |
| TXN | C | -1.59% | |
| JNJ | D | -1.43% | |
| ADP | B | -1.25% | |
| MS | A | -1.03% | |
| AXP | B | -0.89% | |
| GS | B | -0.84% | |
| HON | B | -0.82% | |
| NEE | C | -0.81% | |
| RTX | D | -0.8% | |
| DIS | B | -0.76% | |
| CRH | B | -0.75% | |
| BR | B | -0.72% | |
| OKE | A | -0.72% | |
| BK | B | -0.72% | |
| C | B | -0.68% | |
| MCD | D | -0.64% | |
| SPGI | D | -0.64% | |
| MMM | D | -0.62% | |
| PNR | B | -0.62% | |
| INTC | C | -0.61% | |
| EQIX | A | -0.6% | |
| PNC | B | -0.6% | |
| PFE | F | -0.58% | |
| AMT | D | -0.58% | |
| NXPI | F | -0.54% | |
| MET | A | -0.51% | |
| EXPD | D | -0.51% | |
| MU | D | -0.46% | |
| DLR | A | -0.45% | |
| TRV | A | -0.45% | |
| NOC | D | -0.43% | |
| FERG | C | -0.43% | |
| DE | C | -0.42% | |
| XYL | D | -0.41% | |
| LKQ | F | -0.39% | |
| CHRW | B | -0.39% | |
| OVV | C | -0.38% | |
| JCI | B | -0.38% | |
| KEYS | C | -0.37% | |
| SCHW | A | -0.36% | |
| SBUX | A | -0.36% | |
| NDAQ | A | -0.36% | |
| FI | A | -0.36% | |
| ANSS | B | -0.35% | |
| FLUT | A | -0.34% | |
| PPG | F | -0.34% | |
| UPS | C | -0.32% | |
| BKR | B | -0.31% | |
| COO | D | -0.31% | |
| BLK | B | -0.31% | |
| URI | B | -0.29% | |
| SLB | C | -0.28% | |
| DAL | A | -0.28% | |
| WFC | A | -0.26% | |
| FTV | D | -0.26% | |
| FIS | C | -0.25% | |
| TFC | A | -0.23% | |
| J | D | -0.23% | |
| GEV | A | -0.23% | |
| CNH | C | -0.23% | |
| PYPL | B | -0.23% | |
| ZBH | C | -0.22% | |
| ES | C | -0.22% | |
| FDX | B | -0.22% | |
| WTRG | B | -0.21% | |
| TRMB | B | -0.2% | |
| A | F | -0.2% | |
| AIZ | A | -0.19% | |
| FDS | B | -0.19% | |
| CNC | F | -0.18% | |
| JBHT | C | -0.17% | |
| IEX | B | -0.17% | |
| NTRS | A | -0.16% | |
| ALLE | D | -0.16% | |
| HPQ | B | -0.16% | |
| EQT | A | -0.15% | |
| TFX | F | -0.15% | |
| TWLO | A | -0.14% | |
| WTW | B | -0.14% | |
| MKC | D | -0.14% | |
| IR | B | -0.14% | |
| ROK | B | -0.13% | |
| PAYX | B | -0.13% | |
| HII | F | -0.13% | |
| WDC | F | -0.12% | |
| AKAM | F | -0.12% | |
| BXP | D | -0.12% | |
| FOX | A | -0.12% | |
| FSLR | F | -0.11% | |
| APD | A | -0.11% | |
| AZPN | A | -0.11% | |
| BIIB | F | -0.11% | |
| MKTX | D | -0.11% | |
| SOLV | F | -0.11% | |
| AVTR | F | -0.1% | |
| BALL | D | -0.1% | |
| CCK | D | -0.1% | |
| ULTA | F | -0.1% | |
| DD | D | -0.1% | |
| HUM | D | -0.1% | |
| ICE | C | -0.1% | |
| DOV | B | -0.1% | |
| KMX | C | -0.09% | |
| TTC | F | -0.09% | |
| DG | F | -0.06% | |
| DLTR | F | -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
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
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