JPUS vs. GDE ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)

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

$119.46

Average Daily Volume

8,062

Number of Holdings ^*

351

* may have additional holdings in another (foreign) market

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

GDE Description

WisdomTree Efficient Gold Plus Equity Strategy Fund seeks total return by investing, either directly or through a wholly-owned subsidiary, in a portfolio comprised of U.S.-listed gold futures contracts and U.S. large-cap equity securities.

Grade (RS Rating)

Last Trade

$39.24

Average Daily Volume

12,939

Number of Holdings ^*

484

* may have additional holdings in another (foreign) market

Performance

Period	JPUS	GDE
30 Days	2.97%	9.88%
60 Days	9.51%	19.45%
90 Days	10.55%	11.33%
12 Months	32.03%	77.30%

221 Overlapping Holdings

Symbol	Grade	Weight in JPUS	Weight in GDE	Overlap
AAPL	C	0.36%	6.21%	0.36%
ABBV	C	0.38%	0.59%	0.38%
ABT	C	0.31%	0.34%	0.31%
ACI	F	0.3%	0.05%	0.05%
ADBE	F	0.05%	0.45%	0.05%
ADI	B	0.39%	0.27%	0.27%
ADM	F	0.38%	0.03%	0.03%
AEP	C	0.34%	0.09%	0.09%
AFL	A	0.39%	0.1%	0.1%
AMAT	C	0.35%	0.23%	0.23%
AMGN	D	0.38%	0.28%	0.28%
AMP	A	0.24%	0.13%	0.13%
ANET	A	0.47%	0.2%	0.2%
APH	D	0.38%	0.19%	0.19%
APO	A	0.18%	0.18%	0.18%
ATO	A	0.14%	0.03%	0.03%
AVB	C	0.32%	0.05%	0.05%
AVGO	B	0.4%	1.48%	0.4%
AVY	D	0.29%	0.04%	0.04%
AZO	D	0.36%	0.1%	0.1%
BAC	B	0.27%	0.55%	0.27%
BAH	C	0.33%	0.04%	0.04%
BBY	C	0.26%	0.04%	0.04%
BDX	C	0.2%	0.08%	0.08%
BKNG	B	0.15%	0.27%	0.15%
BLDR	C	0.36%	0.03%	0.03%
BMY	A	0.22%	0.12%	0.12%
BRK.A	B	0.38%	1.75%	0.38%
CAG	D	0.38%	0.02%	0.02%
CAH	B	0.32%	0.05%	0.05%
CARR	A	0.09%	0.1%	0.09%
CAT	A	0.28%	0.29%	0.28%
CBRE	C	0.05%	0.07%	0.05%
CCI	D	0.17%	0.09%	0.09%
CDNS	D	0.3%	0.08%	0.08%
CE	D	0.38%	0.1%	0.1%
CEG	A	0.48%	0.15%	0.15%
CF	A	0.32%	0.03%	0.03%
CFG	C	0.06%	0.03%	0.03%
CHD	D	0.33%	0.05%	0.05%
CHTR	D	0.32%	0.11%	0.11%
CI	D	0.37%	0.18%	0.18%
CL	D	0.37%	0.14%	0.14%
CLX	C	0.35%	0.03%	0.03%
CMCSA	B	0.4%	0.21%	0.21%
CMI	A	0.38%	0.08%	0.08%
CMS	A	0.29%	0.04%	0.04%
COF	A	0.37%	0.12%	0.12%
COP	D	0.26%	0.14%	0.14%
CSCO	A	0.37%	0.43%	0.37%
CSL	A	0.16%	0.04%	0.04%
CSX	D	0.12%	0.19%	0.12%
CTRA	D	0.32%	0.01%	0.01%
CTSH	B	0.35%	0.11%	0.11%
CTVA	A	0.31%	0.08%	0.08%
CVS	D	0.39%	0.15%	0.15%
CVX	B	0.31%	0.3%	0.3%
D	A	0.34%	0.1%	0.1%
DFS	A	0.11%	0.06%	0.06%
DGX	D	0.35%	0.02%	0.02%
DHI	C	0.39%	0.1%	0.1%
DHR	D	0.32%	0.38%	0.32%
DOW	B	0.32%	0.03%	0.03%
DRI	C	0.24%	0.08%	0.08%
DTE	B	0.31%	0.04%	0.04%
DUK	C	0.38%	0.14%	0.14%
DVN	F	0.09%	0.01%	0.01%
EA	D	0.16%	0.1%	0.1%
ECL	C	0.3%	0.12%	0.12%
ED	C	0.37%	0.05%	0.05%
EIX	C	0.38%	0.06%	0.06%
ELV	F	0.34%	0.21%	0.21%
EOG	B	0.29%	0.24%	0.24%
EQR	C	0.2%	0.04%	0.04%
ESS	D	0.36%	0.03%	0.03%
ETR	A	0.41%	0.06%	0.06%
EXC	C	0.33%	0.09%	0.09%
F	D	0.18%	0.03%	0.03%
FANG	D	0.36%	0.04%	0.04%
FAST	C	0.34%	0.08%	0.08%
FCNCA	D	0.38%	0.04%	0.04%
FCX	B	0.3%	0.09%	0.09%
FE	C	0.37%	0.03%	0.03%
FITB	C	0.28%	0.05%	0.05%
FNF	C	0.35%	0.03%	0.03%
GD	C	0.37%	0.12%	0.12%
GEHC	C	0.24%	0.04%	0.04%
GILD	A	0.31%	0.18%	0.18%
GIS	C	0.38%	0.06%	0.06%
GLPI	C	0.36%	0.03%	0.03%
GOOGL	B	0.11%	3.68%	0.11%
GWW	B	0.39%	0.07%	0.07%
HBAN	B	0.28%	0.03%	0.03%
HCA	C	0.4%	0.15%	0.15%
HIG	A	0.39%	0.05%	0.05%
HOLX	D	0.29%	0.05%	0.05%
HPE	B	0.29%	0.05%	0.05%
HRL	F	0.37%	0.05%	0.05%
HST	D	0.42%	0.06%	0.06%
HSY	D	0.27%	0.04%	0.04%
HUBB	A	0.34%	0.02%	0.02%
IBM	A	0.32%	0.33%	0.32%
IFF	D	0.24%	0.04%	0.04%
INTU	F	0.33%	0.27%	0.27%
IP	C	0.4%	0.03%	0.03%
IPG	D	0.15%	0.04%	0.04%
IRM	B	0.41%	0.05%	0.05%
IT	A	0.3%	0.07%	0.07%
ITW	C	0.32%	0.15%	0.15%
K	B	0.39%	0.04%	0.04%
KDP	C	0.29%	0.1%	0.1%
KEY	B	0.05%	0.02%	0.02%
KHC	F	0.37%	0.03%	0.03%
KIM	C	0.31%	0.01%	0.01%
KLAC	B	0.4%	0.17%	0.17%
KMB	D	0.37%	0.09%	0.09%
KMI	A	0.39%	0.09%	0.09%
KO	C	0.38%	0.53%	0.38%
KR	C	0.41%	0.05%	0.05%
KVUE	C	0.39%	0.08%	0.08%
LDOS	A	0.21%	0.03%	0.03%
LEN	C	0.39%	0.09%	0.09%
LLY	D	0.39%	1.51%	0.39%
LMT	A	0.39%	0.23%	0.23%
LOW	C	0.36%	0.27%	0.27%
LRCX	D	0.3%	0.32%	0.3%
MAA	D	0.21%	0.03%	0.03%
MAS	C	0.31%	0.03%	0.03%
MCK	F	0.36%	0.13%	0.13%
MDLZ	D	0.38%	0.19%	0.19%
META	A	0.41%	2.6%	0.41%
MMC	D	0.05%	0.18%	0.05%
MNST	D	0.03%	0.03%	0.03%
MO	D	0.36%	0.15%	0.15%
MOH	F	0.16%	0.04%	0.04%
MOS	F	0.17%	0.09%	0.09%
MPC	D	0.38%	0.07%	0.07%
MRK	F	0.3%	0.38%	0.3%
MRO	B	0.34%	0.05%	0.05%
MSFT	D	0.35%	5.32%	0.35%
MSI	A	0.4%	0.12%	0.12%
NEM	C	0.25%	0.12%	0.12%
NKE	D	0.07%	0.12%	0.07%
NTAP	D	0.33%	0.05%	0.05%
NUE	D	0.31%	0.03%	0.03%
NVDA	B	0.39%	5.15%	0.39%
NVR	C	0.4%	0.04%	0.04%
OC	C	0.31%	0.02%	0.02%
ORCL	A	0.37%	0.77%	0.37%
ORLY	A	0.35%	0.12%	0.12%
OXY	D	0.1%	0.02%	0.02%
PCAR	D	0.05%	0.05%	0.05%
PEG	A	0.42%	0.06%	0.06%
PEP	F	0.36%	0.33%	0.33%
PFG	A	0.11%	0.03%	0.03%
PG	D	0.38%	0.76%	0.38%
PGR	B	0.39%	0.28%	0.28%
PH	A	0.36%	0.14%	0.14%
PHM	C	0.41%	0.04%	0.04%
PKG	B	0.27%	0.03%	0.03%
PLD	D	0.01%	0.23%	0.01%
PM	D	0.37%	0.34%	0.34%
PPL	C	0.39%	0.04%	0.04%
PRU	B	0.09%	0.08%	0.08%
PSA	C	0.36%	0.09%	0.09%
PSX	D	0.35%	0.06%	0.06%
PWR	A	0.42%	0.08%	0.08%
QCOM	D	0.31%	0.31%	0.31%
REGN	D	0.35%	0.22%	0.22%
RF	B	0.08%	0.03%	0.03%
RMD	C	0.07%	0.06%	0.06%
ROKU	C	0.0%	0.04%	0.0%
ROST	D	0.25%	0.12%	0.12%
RPM	A	0.26%	0.01%	0.01%
RS	D	0.36%	0.01%	0.01%
RSG	D	0.38%	0.08%	0.08%
SCCO	B	0.43%	0.18%	0.18%
SJM	D	0.23%	0.07%	0.07%
SO	A	0.39%	0.17%	0.17%
SPG	A	0.39%	0.11%	0.11%
SRE	C	0.34%	0.11%	0.11%
SSNC	C	0.04%	0.04%	0.04%
STLD	C	0.35%	0.1%	0.1%
STT	A	0.12%	0.05%	0.05%
STZ	D	0.33%	0.06%	0.06%
SWKS	F	0.17%	0.08%	0.08%
SYF	A	0.39%	0.04%	0.04%
SYK	C	0.27%	0.25%	0.25%
SYY	D	0.38%	0.05%	0.05%
T	B	0.4%	0.27%	0.27%
TAP	D	0.38%	0.07%	0.07%
TGT	C	0.24%	0.07%	0.07%
TJX	D	0.34%	0.27%	0.27%
TMO	D	0.17%	0.45%	0.17%
TMUS	A	0.4%	0.41%	0.4%
TRGP	A	0.38%	0.07%	0.07%
TSCO	A	0.35%	0.04%	0.04%
TSN	D	0.35%	0.05%	0.05%
UNH	B	0.34%	0.95%	0.34%
UNP	F	0.28%	0.28%	0.28%
USB	C	0.1%	0.12%	0.1%
VICI	C	0.35%	0.05%	0.05%
VLO	F	0.39%	0.06%	0.06%
VLTO	A	0.04%	0.06%	0.04%
VRTX	D	0.36%	0.2%	0.2%
VST	A	0.53%	0.05%	0.05%
VTR	C	0.25%	0.04%	0.04%
VZ	C	0.42%	0.32%	0.32%
WEC	B	0.34%	0.06%	0.06%
WELL	C	0.38%	0.12%	0.12%
WLK	C	0.38%	0.07%	0.07%
WM	B	0.38%	0.09%	0.09%
WMB	A	0.33%	0.09%	0.09%
WPC	C	0.24%	0.05%	0.05%
WRB	C	0.11%	0.03%	0.03%
WSM	C	0.37%	0.03%	0.03%
WST	D	0.25%	0.01%	0.01%
WY	C	0.34%	0.03%	0.03%
XEL	C	0.34%	0.04%	0.04%
XOM	A	0.38%	0.84%	0.38%
ZTS	C	0.3%	0.18%	0.18%

JPUS Overweight 130 Positions Relative to GDE

Symbol	Grade	Weight
CIEN	A	0.47%
NRG	A	0.45%
JLL	C	0.43%
TOL	C	0.42%
USFD	C	0.42%
PFGC	A	0.42%
UNM	A	0.41%
THC	D	0.41%
LAMR	C	0.41%
ETN	B	0.4%
UTHR	C	0.4%
DKS	D	0.4%
UHS	D	0.4%
CLH	B	0.4%
FYBR	C	0.39%
PNW	C	0.39%
HRB	C	0.39%
JNPR	C	0.39%
INGR	B	0.39%
OHI	C	0.39%
CUBE	C	0.39%
DVA	C	0.39%
NI	A	0.39%
AM	A	0.38%
POST	C	0.38%
CASY	D	0.38%
CPB	D	0.37%
LYB	B	0.37%
AOS	C	0.37%
EMN	C	0.37%
REG	C	0.37%
BG	F	0.37%
NXST	D	0.36%
BRX	C	0.36%
GRMN	D	0.36%
OGE	C	0.35%
MTG	A	0.35%
ACGL	A	0.35%
PAG	D	0.34%
EVRG	C	0.34%
ALSN	A	0.34%
X	F	0.33%
UGI	C	0.33%
ACN	B	0.32%
NFG	A	0.3%
EG	A	0.3%
OLN	D	0.3%
LIN	C	0.3%
GNTX	D	0.29%
ESI	C	0.29%
LNG	A	0.29%
ORI	A	0.29%
CB	A	0.28%
DINO	F	0.28%
CBOE	B	0.27%
STE	D	0.27%
SPB	C	0.27%
JEF	A	0.26%
MSM	D	0.26%
SNX	C	0.25%
DOX	B	0.25%
STAG	D	0.25%
ITT	C	0.24%
MDT	C	0.24%
PK	D	0.24%
CNM	F	0.23%
ALLY	F	0.23%
VTRS	D	0.22%
ASH	F	0.22%
BPOP	D	0.22%
FLO	D	0.22%
TKR	B	0.22%
COKE	C	0.22%
SAM	D	0.21%
BRBR	A	0.21%
PR	D	0.2%
CLF	D	0.2%
HUN	B	0.2%
EPR	C	0.19%
NNN	C	0.19%
NEU	F	0.19%
MEDP	F	0.19%
OMF	D	0.19%
GAP	F	0.19%
STWD	C	0.19%
EXP	C	0.19%
CHE	D	0.18%
CPT	C	0.18%
M	D	0.18%
PPC	C	0.18%
FR	D	0.17%
RGA	B	0.16%
KRC	C	0.16%
SCI	D	0.16%
RHI	D	0.15%
HIW	C	0.15%
R	C	0.15%
DTM	A	0.14%
CACI	A	0.14%
WU	D	0.13%
CRUS	D	0.12%
UI	B	0.11%
VVV	D	0.11%
VIRT	B	0.11%
SMG	C	0.11%
CHK	C	0.1%
FRT	D	0.09%
SLM	B	0.09%
LOPE	D	0.08%
LPX	C	0.08%
SAIC	A	0.08%
RGLD	C	0.08%
RBC	C	0.07%
IRDM	C	0.07%
EGP	D	0.07%
NSA	D	0.06%
TNL	B	0.06%
CWEN	C	0.06%
AFG	A	0.06%
DLB	D	0.06%
RRC	D	0.05%
HOG	D	0.04%
AGO	B	0.04%
LSTR	F	0.04%
FTRE	F	0.03%
CRI	D	0.03%
LEG	D	0.02%
IDA	D	0.02%
KSS	D	0.01%
SON	D	0.01%

JPUS Underweight 263 Positions Relative to GDE

Symbol	Grade	Weight
AMZN	C	-3.56%
TSLA	C	-1.46%
WMT	A	-1.1%
JPM	C	-1.09%
V	B	-1.01%
MA	A	-0.88%
JNJ	D	-0.7%
HD	A	-0.7%
COST	C	-0.7%
NFLX	A	-0.53%
AMD	C	-0.52%
CRM	B	-0.4%
MCD	A	-0.38%
TXN	C	-0.37%
MS	A	-0.36%
NOW	B	-0.35%
AXP	A	-0.35%
ISRG	C	-0.34%
GE	B	-0.32%
BX	C	-0.31%
SPGI	C	-0.31%
NEE	C	-0.31%
GS	B	-0.31%
RTX	A	-0.3%
WFC	B	-0.27%
HON	C	-0.26%
UBER	C	-0.25%
BLK	A	-0.24%
KKR	A	-0.22%
PFE	D	-0.22%
ADP	A	-0.2%
SBUX	B	-0.2%
AMT	D	-0.19%
BSX	A	-0.19%
DELL	C	-0.18%
C	B	-0.18%
PANW	B	-0.18%
DIS	D	-0.18%
PYPL	A	-0.17%
FI	A	-0.17%
ICE	A	-0.16%
PLTR	A	-0.16%
EPD	A	-0.16%
SHW	C	-0.16%
EMR	B	-0.15%
MU	D	-0.15%
MMM	C	-0.14%
ADSK	B	-0.14%
CTAS	C	-0.14%
MCO	D	-0.13%
OVV	D	-0.13%
CRWD	D	-0.13%
PNC	C	-0.13%
ET	A	-0.13%
OKE	A	-0.13%
NOC	B	-0.13%
DE	C	-0.13%
ROP	D	-0.13%
WDAY	D	-0.13%
MGM	D	-0.12%
MPWR	B	-0.12%
BA	F	-0.12%
CME	A	-0.12%
FDX	F	-0.12%
TTD	A	-0.12%
TDG	A	-0.12%
EQIX	C	-0.12%
TEAM	D	-0.11%
HLT	A	-0.11%
SCHW	D	-0.11%
FTNT	A	-0.11%
NSC	C	-0.11%
GM	D	-0.11%
MSCI	B	-0.1%
YUM	C	-0.1%
MPLX	B	-0.1%
DASH	A	-0.1%
AIG	C	-0.1%
AJG	C	-0.1%
GEV	A	-0.1%
O	C	-0.1%
TFC	D	-0.1%
A	B	-0.09%
XYL	C	-0.09%
PCG	C	-0.09%
ZS	F	-0.09%
TRV	B	-0.09%
URI	C	-0.09%
ALL	A	-0.09%
MET	A	-0.09%
DLR	C	-0.09%
AWK	D	-0.09%
SNPS	F	-0.09%
MRVL	C	-0.09%
CMG	C	-0.09%
IQV	F	-0.09%
ROK	D	-0.09%
APD	C	-0.09%
VRSN	C	-0.08%
BEN	F	-0.08%
OTIS	A	-0.08%
COIN	F	-0.08%
FIS	A	-0.08%
AME	C	-0.08%
CPNG	C	-0.08%
BKR	B	-0.08%
HPQ	B	-0.08%
TER	C	-0.08%
MTD	C	-0.08%
BK	A	-0.08%
PAYX	B	-0.08%
EFX	D	-0.07%
CPRT	B	-0.07%
ZM	B	-0.07%
VRSK	D	-0.07%
TDY	A	-0.07%
APP	A	-0.07%
LHX	A	-0.07%
FICO	C	-0.07%
FTV	C	-0.07%
HWM	A	-0.07%
MAR	A	-0.07%
GPC	D	-0.06%
EBAY	A	-0.06%
ES	D	-0.06%
WMG	D	-0.06%
ZBRA	B	-0.06%
INTC	D	-0.06%
EXR	D	-0.06%
CNP	B	-0.06%
KEYS	B	-0.06%
BSY	D	-0.06%
INCY	B	-0.06%
CNC	F	-0.06%
TTWO	D	-0.06%
LYV	A	-0.06%
DECK	B	-0.06%
ALNY	C	-0.06%
RBLX	D	-0.06%
ILMN	B	-0.06%
ODFL	F	-0.06%
H	B	-0.06%
TWLO	B	-0.06%
EXPD	D	-0.06%
BALL	C	-0.06%
ABNB	D	-0.06%
DD	C	-0.06%
LUV	B	-0.05%
UPS	D	-0.05%
VEEV	C	-0.05%
AXON	A	-0.05%
MCHP	F	-0.05%
FDS	C	-0.05%
TYL	D	-0.05%
NDAQ	C	-0.05%
DDOG	B	-0.05%
LBRDK	C	-0.05%
WAT	B	-0.05%
FSLR	C	-0.05%
DT	B	-0.05%
DOV	C	-0.05%
IDXX	D	-0.05%
MKC	C	-0.05%
CG	B	-0.05%
MTB	A	-0.05%
GLW	C	-0.05%
WAB	A	-0.05%
RJF	B	-0.05%
ANSS	D	-0.04%
NTRS	B	-0.04%
TXT	F	-0.04%
BR	B	-0.04%
MKL	B	-0.04%
NWSA	D	-0.04%
DAL	C	-0.04%
CRBG	B	-0.04%
HUM	F	-0.04%
GDDY	B	-0.04%
ARES	A	-0.04%
CPAY	A	-0.04%
SUI	D	-0.04%
EXPE	B	-0.04%
IOT	C	-0.04%
ENPH	F	-0.04%
TPL	A	-0.04%
CDW	D	-0.04%
BRO	A	-0.04%
SWK	C	-0.04%
VRT	B	-0.04%
PODD	C	-0.04%
SNAP	D	-0.04%
ON	F	-0.04%
AVTR	D	-0.04%
GPN	F	-0.03%
BIIB	F	-0.03%
SNA	C	-0.03%
EW	F	-0.03%
NDSN	C	-0.03%
PINS	D	-0.03%
ROL	C	-0.03%
HEI	C	-0.03%
HES	D	-0.03%
MLM	F	-0.03%
INVH	D	-0.03%
AGR	C	-0.03%
CSGP	F	-0.03%
LII	C	-0.03%
SOLV	C	-0.03%
J	F	-0.03%
NET	D	-0.03%
VMC	D	-0.03%
OMC	C	-0.03%
SBAC	C	-0.03%
CINF	A	-0.03%
SQ	D	-0.03%
IR	A	-0.03%
PPG	D	-0.03%
WDC	C	-0.03%
RIVN	F	-0.03%
MANH	A	-0.03%
AEE	A	-0.03%
BMRN	F	-0.02%
MORN	B	-0.02%
MRNA	F	-0.02%
LPLA	D	-0.02%
WBD	F	-0.02%
AKAM	D	-0.02%
MDB	D	-0.02%
ZBH	F	-0.02%
TROW	D	-0.02%
JBHT	D	-0.02%
ENTG	D	-0.02%
ARE	D	-0.02%
PTC	B	-0.02%
WSO	C	-0.02%
TW	A	-0.02%
ERIE	A	-0.02%
DKNG	C	-0.02%
UAL	A	-0.02%
GGG	C	-0.02%
L	C	-0.02%
SNOW	F	-0.02%
HUBS	D	-0.02%
DG	F	-0.01%
DLTR	F	-0.01%
SMCI	F	-0.01%
ALGN	D	-0.01%
EL	D	-0.01%
IEX	D	-0.01%
LVS	B	-0.01%
DXCM	F	-0.01%
ULTA	D	-0.01%
POOL	D	-0.01%
DPZ	D	-0.01%
BAX	D	-0.01%
HAL	D	-0.01%
EQT	C	-0.01%
WBA	F	-0.0%
LW	D	-0.0%
ALB	D	-0.0%
LKQ	F	-0.0%
JBL	C	-0.0%
EPAM	F	-0.0%