JPUS vs. IVOO ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to Vanguard S&P Mid-Cap 400 ETF (IVOO)

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

IVOO

Vanguard S&P Mid-Cap 400 ETF

IVOO Description

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400Â® Index. The index measures the performance of mid-capitalization stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$113.17

Average Daily Volume

61,743

Number of Holdings ^*

392

* may have additional holdings in another (foreign) market

Performance

Period	JPUS	IVOO
30 Days	2.72%	7.18%
60 Days	2.86%	7.23%
90 Days	5.12%	8.27%
12 Months	27.89%	33.00%

96 Overlapping Holdings

Symbol	Grade	Weight in JPUS	Weight in IVOO	Overlap
AFG	A	0.06%	0.32%	0.06%
ALLY	C	0.24%	0.33%	0.24%
AM	A	0.38%	0.17%	0.17%
ASH	D	0.19%	0.14%	0.14%
BRBR	A	0.24%	0.29%	0.24%
BRX	A	0.37%	0.28%	0.28%
CACI	D	0.14%	0.42%	0.14%
CASY	A	0.41%	0.5%	0.41%
CHE	D	0.16%	0.28%	0.16%
CIEN	B	0.52%	0.31%	0.31%
CLF	F	0.18%	0.21%	0.18%
CLH	B	0.41%	0.4%	0.4%
CNM	D	0.21%	0.29%	0.21%
COKE	C	0.21%	0.23%	0.21%
CRI	D	0.03%	0.07%	0.03%
CRUS	D	0.1%	0.2%	0.1%
CSL	C	0.17%	0.67%	0.17%
CUBE	D	0.35%	0.37%	0.35%
DINO	D	0.26%	0.22%	0.22%
DKS	C	0.36%	0.39%	0.36%
DLB	B	0.06%	0.15%	0.06%
DTM	B	0.17%	0.3%	0.17%
EGP	F	0.06%	0.29%	0.06%
EPR	D	0.17%	0.12%	0.12%
EXP	A	0.21%	0.33%	0.21%
FBIN	D	0.12%	0.36%	0.12%
FLO	D	0.21%	0.15%	0.15%
FNF	B	0.35%	0.54%	0.35%
FR	C	0.16%	0.24%	0.16%
FYBR	D	0.37%	0.27%	0.27%
GAP	C	0.2%	0.16%	0.16%
GLPI	C	0.34%	0.47%	0.34%
GNTX	C	0.28%	0.24%	0.24%
HOG	D	0.03%	0.13%	0.03%
HRB	D	0.36%	0.29%	0.29%
IDA	A	0.02%	0.19%	0.02%
INGR	B	0.42%	0.3%	0.3%
IRDM	D	0.06%	0.12%	0.06%
ITT	A	0.24%	0.39%	0.24%
JEF	A	0.3%	0.36%	0.3%
JLL	D	0.41%	0.44%	0.41%
KRC	C	0.16%	0.15%	0.15%
LAMR	D	0.39%	0.4%	0.39%
LOPE	B	0.09%	0.14%	0.09%
LPX	B	0.08%	0.21%	0.08%
LSTR	D	0.04%	0.21%	0.04%
M	D	0.18%	0.15%	0.15%
MEDP	D	0.19%	0.27%	0.19%
MSM	C	0.25%	0.12%	0.12%
MTG	C	0.35%	0.22%	0.22%
NEU	C	0.18%	0.14%	0.14%
NFG	A	0.3%	0.19%	0.19%
NNN	D	0.16%	0.27%	0.16%
NSA	D	0.05%	0.1%	0.05%
NXST	C	0.36%	0.18%	0.18%
OC	A	0.34%	0.53%	0.34%
OGE	B	0.36%	0.28%	0.28%
OHI	C	0.38%	0.38%	0.38%
OLN	D	0.26%	0.17%	0.17%
ORI	A	0.3%	0.29%	0.29%
PAG	B	0.34%	0.1%	0.1%
PFGC	B	0.46%	0.44%	0.44%
PK	B	0.24%	0.1%	0.1%
POST	C	0.35%	0.18%	0.18%
PPC	C	0.21%	0.07%	0.07%
PR	B	0.23%	0.3%	0.23%
R	B	0.18%	0.22%	0.18%
RBC	A	0.07%	0.28%	0.07%
RGA	A	0.17%	0.48%	0.17%
RGLD	C	0.08%	0.33%	0.08%
RPM	A	0.28%	0.56%	0.28%
RRC	B	0.05%	0.25%	0.05%
RS	B	0.38%	0.54%	0.38%
SAIC	F	0.08%	0.25%	0.08%
SAM	C	0.24%	0.09%	0.09%
SCI	B	0.18%	0.41%	0.18%
SLM	A	0.11%	0.17%	0.11%
SMG	D	0.1%	0.13%	0.1%
SNX	C	0.24%	0.3%	0.24%
SON	D	0.01%	0.18%	0.01%
STAG	F	0.23%	0.23%	0.23%
STWD	C	0.18%	0.22%	0.18%
THC	D	0.4%	0.51%	0.4%
TKR	D	0.19%	0.18%	0.18%
TNL	A	0.07%	0.12%	0.07%
TOL	B	0.42%	0.52%	0.42%
UGI	A	0.31%	0.18%	0.18%
UNM	A	0.51%	0.38%	0.38%
USFD	A	0.44%	0.52%	0.44%
UTHR	C	0.42%	0.57%	0.42%
VVV	F	0.11%	0.18%	0.11%
WLK	D	0.32%	0.15%	0.15%
WPC	D	0.21%	0.42%	0.21%
WSM	B	0.31%	0.59%	0.31%
WU	D	0.11%	0.13%	0.11%
X	C	0.33%	0.3%	0.3%

JPUS Overweight 259 Positions Relative to IVOO

Symbol	Grade	Weight
VST	B	0.64%
SYF	B	0.52%
TRGP	B	0.5%
KMI	A	0.48%
ANET	C	0.47%
TMUS	B	0.47%
NRG	B	0.46%
ETR	B	0.46%
IP	B	0.46%
PWR	A	0.46%
MCK	B	0.46%
COF	B	0.45%
NVDA	C	0.45%
ETN	A	0.43%
TAP	C	0.43%
KR	B	0.43%
GWW	B	0.43%
FCNCA	A	0.43%
MSI	B	0.43%
GRMN	B	0.43%
CEG	D	0.42%
ALSN	B	0.42%
APH	A	0.42%
CMCSA	B	0.42%
META	D	0.42%
CMI	A	0.42%
XOM	B	0.41%
CSCO	B	0.41%
WMB	A	0.41%
ORCL	B	0.41%
WM	A	0.41%
SPG	B	0.41%
NI	A	0.41%
PEG	A	0.41%
RSG	A	0.4%
VLO	C	0.4%
HST	C	0.4%
CHTR	C	0.4%
T	A	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%
PGR	A	0.39%
PPL	B	0.39%
COR	B	0.39%
FAST	B	0.39%
PHM	D	0.38%
AVGO	D	0.38%
VZ	C	0.38%
JNPR	F	0.38%
AFL	B	0.38%
REG	B	0.38%
K	A	0.38%
STLD	B	0.38%
NVR	D	0.38%
LOW	D	0.37%
TSN	B	0.37%
ESS	B	0.37%
SRE	A	0.37%
DVA	B	0.37%
ORLY	B	0.37%
VRTX	F	0.37%
SO	D	0.37%
MRO	B	0.37%
CTSH	B	0.37%
CAH	B	0.36%
DGX	A	0.36%
GD	F	0.36%
INTU	C	0.36%
AAPL	C	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%
MPC	D	0.36%
SYY	B	0.36%
CVS	D	0.36%
PG	A	0.36%
GILD	C	0.35%
HUBB	B	0.35%
MSFT	F	0.35%
CI	F	0.35%
CTRA	B	0.35%
PSX	C	0.35%
AMGN	D	0.35%
CLX	B	0.35%
ADI	D	0.35%
AZO	C	0.35%
HRL	D	0.35%
CVX	A	0.35%
ADM	D	0.34%
PSA	D	0.34%
D	C	0.34%
ITW	B	0.34%
KHC	F	0.34%
TJX	A	0.34%
HCA	F	0.34%
FE	C	0.34%
CHD	B	0.34%
ED	D	0.34%
WEC	A	0.34%
BG	F	0.34%
LNG	B	0.34%
TSCO	D	0.34%
KMB	D	0.34%
BLDR	D	0.34%
UNH	C	0.34%
PEP	F	0.34%
EVRG	A	0.34%
CPB	D	0.33%
CDNS	B	0.33%
VICI	C	0.33%
GIS	D	0.33%
MDLZ	F	0.33%
LLY	F	0.33%
HBAN	A	0.33%
ABBV	D	0.33%
UHS	D	0.33%
KO	D	0.33%
DHI	D	0.33%
KIM	A	0.33%
BAH	F	0.32%
CAG	D	0.32%
KLAC	D	0.32%
EOG	A	0.32%
IT	C	0.32%
ACN	C	0.32%
EMN	D	0.32%
CL	D	0.32%
CF	B	0.32%
BAC	A	0.31%
NTAP	C	0.31%
ACI	C	0.31%
AMAT	F	0.31%
FITB	A	0.31%
ACGL	D	0.31%
LYB	F	0.31%
EXC	C	0.31%
ABT	B	0.31%
WY	D	0.31%
AEP	D	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%
IBM	C	0.3%
PKG	A	0.3%
ESI	A	0.3%
CTVA	C	0.3%
HPE	B	0.3%
ECL	D	0.29%
AMP	A	0.29%
LH	C	0.28%
CAT	B	0.28%
CMS	C	0.28%
HOLX	D	0.28%
EG	C	0.28%
COP	C	0.28%
SYK	C	0.28%
LIN	D	0.28%
ZTS	D	0.27%
SPB	C	0.27%
WST	C	0.27%
UNP	C	0.27%
CB	C	0.27%
DHR	F	0.27%
HSY	F	0.26%
MRK	F	0.26%
KDP	D	0.26%
DOW	F	0.26%
REGN	F	0.26%
ELV	F	0.26%
LRCX	F	0.26%
AVY	D	0.26%
FCX	D	0.25%
VTR	C	0.25%
STE	F	0.25%
CBOE	B	0.25%
BMY	B	0.25%
BBY	D	0.24%
TGT	F	0.24%
DRI	B	0.24%
DOX	D	0.24%
MDT	D	0.23%
RVTY	F	0.23%
ROST	C	0.23%
APO	B	0.23%
VTRS	A	0.23%
GEHC	F	0.22%
LDOS	C	0.22%
OMF	A	0.22%
IFF	D	0.21%
BPOP	B	0.21%
MAA	B	0.21%
SJM	D	0.21%
EQR	B	0.2%
CE	F	0.2%
F	C	0.19%
EA	A	0.19%
BDX	F	0.19%
NEM	D	0.18%
BKNG	A	0.18%
MOS	F	0.17%
UI	A	0.17%
RHI	B	0.17%
CPT	B	0.17%
CCI	D	0.16%
HUN	F	0.16%
ATO	A	0.16%
HIW	D	0.15%
IPG	D	0.15%
TMO	F	0.15%
SWKS	F	0.14%
MOH	F	0.14%
STT	A	0.13%
CSX	B	0.13%
DFS	B	0.13%
WRB	A	0.12%
VIRT	B	0.12%
USB	A	0.11%
GOOGL	C	0.11%
DVN	F	0.1%
OXY	D	0.1%
PRU	A	0.1%
PFG	D	0.1%
CARR	D	0.09%
FRT	B	0.09%
RF	A	0.09%
CFG	B	0.07%
GEN	B	0.07%
RMD	C	0.07%
PCAR	B	0.06%
NKE	D	0.06%
KEY	B	0.06%
AGO	B	0.05%
ADBE	C	0.05%
CBRE	B	0.05%
CWEN	C	0.05%
MMC	B	0.05%
VLTO	D	0.04%
SSNC	B	0.04%
FTRE	D	0.03%
MNST	C	0.03%
LEG	F	0.02%
PLD	D	0.01%
KSS	F	0.01%
ROKU	D	0.0%

JPUS Underweight 296 Positions Relative to IVOO

Symbol	Grade	Weight
ILMN	D	-0.79%
TPL	A	-0.76%
EME	C	-0.72%
LII	A	-0.67%
WSO	A	-0.57%
IBKR	A	-0.57%
MANH	D	-0.56%
DT	C	-0.55%
RBA	A	-0.54%
BURL	A	-0.54%
PSTG	D	-0.53%
XPO	B	-0.52%
AVTR	F	-0.52%
EQH	B	-0.5%
COHR	B	-0.49%
DOCU	A	-0.49%
ACM	A	-0.49%
FIX	A	-0.48%
EWBC	A	-0.47%
RNR	C	-0.47%
GGG	B	-0.47%
SAIA	B	-0.45%
TTEK	F	-0.45%
ELS	C	-0.45%
CW	B	-0.45%
TXRH	C	-0.44%
SFM	A	-0.44%
NVT	B	-0.43%
BMRN	D	-0.43%
NBIX	C	-0.42%
SRPT	D	-0.41%
BJ	A	-0.39%
LECO	B	-0.38%
DUOL	A	-0.38%
FND	C	-0.38%
RRX	B	-0.38%
AMH	D	-0.38%
BWXT	B	-0.38%
ATR	B	-0.38%
CCK	C	-0.38%
SF	B	-0.37%
OVV	B	-0.36%
AA	B	-0.36%
CG	A	-0.36%
WMS	D	-0.36%
BLD	D	-0.36%
CHDN	B	-0.35%
WWD	B	-0.34%
ONTO	D	-0.34%
CNH	C	-0.34%
ARMK	B	-0.34%
EHC	B	-0.34%
EXEL	B	-0.33%
KNSL	B	-0.33%
WTRG	B	-0.33%
HLI	B	-0.32%
FHN	A	-0.32%
AYI	B	-0.32%
PRI	A	-0.32%
REXR	F	-0.32%
EVR	B	-0.32%
MORN	B	-0.31%
AIT	A	-0.31%
WBS	A	-0.31%
LAD	A	-0.31%
PEN	B	-0.31%
KBR	F	-0.31%
FLR	B	-0.31%
WAL	B	-0.31%
MUSA	A	-0.31%
NYT	C	-0.31%
WCC	B	-0.3%
GME	C	-0.3%
FN	D	-0.3%
ENSG	D	-0.3%
DCI	B	-0.3%
AAL	B	-0.3%
GMED	A	-0.29%
AXTA	A	-0.29%
LNW	D	-0.29%
TPX	B	-0.29%
TTC	D	-0.29%
WING	D	-0.29%
KNX	B	-0.29%
GPK	C	-0.29%
PCTY	B	-0.28%
PNFP	B	-0.28%
BERY	B	-0.28%
SKX	D	-0.28%
CFR	B	-0.28%
WTFC	A	-0.27%
TREX	C	-0.27%
CHRD	D	-0.27%
TKO	B	-0.27%
VOYA	B	-0.27%
OLED	D	-0.27%
HQY	B	-0.26%
SSB	B	-0.26%
UFPI	B	-0.26%
ADC	B	-0.26%
MTZ	B	-0.26%
AR	B	-0.26%
SSD	D	-0.26%
LNTH	D	-0.26%
CR	A	-0.26%
AAON	B	-0.26%
ZION	B	-0.26%
TMHC	B	-0.25%
GXO	B	-0.25%
SNV	B	-0.25%
HLNE	B	-0.25%
CBSH	A	-0.25%
SEIC	B	-0.25%
CVLT	B	-0.24%
VNO	B	-0.24%
BIO	D	-0.24%
FCN	D	-0.24%
CGNX	C	-0.24%
FLS	B	-0.24%
MAT	D	-0.24%
PB	A	-0.24%
MIDD	C	-0.24%
WH	B	-0.24%
LSCC	D	-0.24%
RGEN	D	-0.24%
ESAB	B	-0.24%
WEX	D	-0.24%
MSA	D	-0.23%
H	B	-0.23%
FAF	A	-0.23%
PLNT	A	-0.23%
KEX	C	-0.23%
OSK	B	-0.23%
MKSI	C	-0.23%
EXLS	B	-0.23%
RYAN	B	-0.23%
ANF	C	-0.23%
JAZZ	B	-0.23%
ALV	C	-0.23%
BRKR	D	-0.22%
G	B	-0.22%
ARW	D	-0.22%
VMI	B	-0.22%
MASI	A	-0.22%
ESNT	D	-0.22%
CROX	D	-0.22%
HALO	F	-0.22%
MTSI	B	-0.22%
RLI	B	-0.22%
COLB	A	-0.21%
CYTK	F	-0.21%
MTDR	B	-0.21%
LFUS	F	-0.21%
CADE	B	-0.21%
NOV	C	-0.21%
NOVT	D	-0.21%
DBX	B	-0.21%
ONB	B	-0.21%
DAR	C	-0.21%
CMC	B	-0.21%
AGCO	D	-0.21%
ALTR	B	-0.21%
MTN	C	-0.21%
KBH	D	-0.2%
WHR	B	-0.2%
SRCL	C	-0.2%
VNT	B	-0.2%
WFRD	D	-0.2%
AMG	B	-0.2%
GBCI	B	-0.2%
CBT	C	-0.2%
ELF	C	-0.2%
CHX	C	-0.19%
PVH	C	-0.19%
KNF	A	-0.19%
THO	B	-0.19%
SIGI	C	-0.19%
OLLI	D	-0.19%
KRG	B	-0.19%
GTLS	B	-0.18%
UBSI	B	-0.18%
RMBS	C	-0.18%
CNX	A	-0.18%
FIVE	F	-0.18%
ST	F	-0.18%
MMS	F	-0.18%
FNB	A	-0.18%
WTS	B	-0.18%
DOCS	C	-0.18%
JHG	A	-0.18%
BC	C	-0.18%
KD	B	-0.18%
THG	A	-0.18%
LEA	D	-0.18%
EXPO	D	-0.17%
HXL	D	-0.17%
UMBF	B	-0.17%
POR	C	-0.17%
GATX	A	-0.17%
ROIV	C	-0.17%
PSN	D	-0.17%
HOMB	A	-0.17%
HWC	B	-0.16%
WMG	C	-0.16%
BCO	D	-0.16%
SBRA	C	-0.16%
NJR	A	-0.16%
OZK	B	-0.16%
FFIN	B	-0.16%
BDC	B	-0.16%
XRAY	F	-0.16%
CUZ	B	-0.16%
CELH	F	-0.16%
RH	B	-0.16%
AVT	C	-0.16%
BYD	C	-0.16%
APPF	B	-0.16%
AVNT	B	-0.15%
ORA	B	-0.15%
LITE	B	-0.15%
CIVI	D	-0.15%
QLYS	C	-0.15%
IRT	A	-0.15%
SWX	B	-0.15%
MUR	D	-0.15%
PNM	F	-0.14%
OPCH	D	-0.14%
ACHC	F	-0.14%
OGS	A	-0.14%
VLY	B	-0.14%
AN	C	-0.14%
ASGN	F	-0.14%
EEFT	B	-0.14%
BKH	A	-0.14%
RYN	D	-0.14%
SLGN	A	-0.14%
PII	D	-0.13%
CNO	A	-0.13%
HAE	C	-0.13%
ALE	A	-0.13%
SR	A	-0.13%
KMPR	B	-0.13%
ENS	D	-0.13%
LANC	C	-0.12%
SLAB	D	-0.12%
VAL	D	-0.12%
POWI	D	-0.12%
TEX	D	-0.12%
PRGO	B	-0.12%
ASB	B	-0.12%
TCBI	B	-0.12%
NVST	B	-0.12%
CDP	C	-0.12%
AMED	F	-0.11%
TDC	D	-0.11%
FHI	A	-0.11%
CHH	A	-0.11%
ZI	D	-0.11%
ALGM	D	-0.11%
WEN	D	-0.11%
IBOC	A	-0.11%
NWE	B	-0.11%
LIVN	F	-0.1%
NSP	D	-0.1%
PBF	D	-0.1%
NEOG	F	-0.1%
BHF	B	-0.1%
AMKR	D	-0.1%
GHC	C	-0.1%
YETI	C	-0.1%
MAN	D	-0.1%
PCH	D	-0.1%
BLKB	B	-0.1%
VC	D	-0.09%
COLM	B	-0.09%
CXT	B	-0.09%
SYNA	C	-0.09%
CC	C	-0.09%
COTY	F	-0.09%
JWN	C	-0.08%
RCM	F	-0.08%
IPGP	D	-0.08%
GT	C	-0.08%
ENOV	C	-0.08%
CPRI	F	-0.08%
HGV	B	-0.08%
ARWR	F	-0.08%
SHC	F	-0.08%
VAC	B	-0.08%
VSH	D	-0.07%
AZTA	D	-0.07%
CNXC	F	-0.07%
GEF	A	-0.06%
UAA	C	-0.06%
CAR	C	-0.05%
UA	C	-0.04%