JPUS vs. IWX ETF Comparison
Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to iShares Russell Top 200 Value ETF (IWX)
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
IWX
iShares Russell Top 200 Value ETF
IWX Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$84.27
Average Daily Volume
315,888
Number of Holdings
*
158
* may have additional holdings in another (foreign) market
Performance
| Period | JPUS | IWX |
|---|---|---|
| 30 Days | 2.72% | 2.62% |
| 60 Days | 2.86% | 4.46% |
| 90 Days | 5.12% | 6.64% |
| 12 Months | 27.89% | 28.30% |
91 Overlapping Holdings
| Symbol | Grade | Weight in JPUS | Weight in IWX | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.33% | 1.0% | 0.33% | |
| ABT | B | 0.31% | 1.21% | 0.31% | |
| ACN | C | 0.32% | 1.34% | 0.32% | |
| ADI | D | 0.35% | 0.62% | 0.35% | |
| AEP | D | 0.31% | 0.31% | 0.31% | |
| AMAT | F | 0.31% | 0.07% | 0.07% | |
| AMGN | D | 0.35% | 0.2% | 0.2% | |
| APH | A | 0.42% | 0.21% | 0.21% | |
| APO | B | 0.23% | 0.13% | 0.13% | |
| AZO | C | 0.35% | 0.03% | 0.03% | |
| BAC | A | 0.31% | 1.91% | 0.31% | |
| BDX | F | 0.19% | 0.39% | 0.19% | |
| BKNG | A | 0.18% | 0.06% | 0.06% | |
| BMY | B | 0.25% | 0.69% | 0.25% | |
| BRK.A | B | 0.39% | 5.18% | 0.39% | |
| CARR | D | 0.09% | 0.38% | 0.09% | |
| CAT | B | 0.28% | 0.97% | 0.28% | |
| CB | C | 0.27% | 0.7% | 0.27% | |
| CEG | D | 0.42% | 0.36% | 0.36% | |
| CI | F | 0.35% | 0.49% | 0.35% | |
| CL | D | 0.32% | 0.21% | 0.21% | |
| CMCSA | B | 0.42% | 0.99% | 0.42% | |
| COF | B | 0.45% | 0.42% | 0.42% | |
| COP | C | 0.28% | 0.79% | 0.28% | |
| CSCO | B | 0.41% | 1.4% | 0.41% | |
| CSX | B | 0.13% | 0.41% | 0.13% | |
| CVS | D | 0.36% | 0.4% | 0.36% | |
| CVX | A | 0.35% | 1.68% | 0.35% | |
| D | C | 0.34% | 0.29% | 0.29% | |
| DHR | F | 0.27% | 0.9% | 0.27% | |
| DUK | C | 0.36% | 0.52% | 0.36% | |
| ECL | D | 0.29% | 0.05% | 0.05% | |
| ELV | F | 0.26% | 0.47% | 0.26% | |
| EOG | A | 0.32% | 0.47% | 0.32% | |
| ETN | A | 0.43% | 0.86% | 0.43% | |
| F | C | 0.19% | 0.26% | 0.19% | |
| FCX | D | 0.25% | 0.37% | 0.25% | |
| GD | F | 0.36% | 0.47% | 0.36% | |
| GILD | C | 0.35% | 0.66% | 0.35% | |
| HCA | F | 0.34% | 0.29% | 0.29% | |
| IBM | C | 0.3% | 1.13% | 0.3% | |
| ITW | B | 0.34% | 0.3% | 0.3% | |
| KDP | D | 0.26% | 0.21% | 0.21% | |
| KHC | F | 0.34% | 0.17% | 0.17% | |
| KMB | D | 0.34% | 0.16% | 0.16% | |
| KO | D | 0.33% | 0.62% | 0.33% | |
| LIN | D | 0.28% | 1.3% | 0.28% | |
| LMT | D | 0.36% | 0.47% | 0.36% | |
| LOW | D | 0.37% | 0.93% | 0.37% | |
| MCK | B | 0.46% | 0.27% | 0.27% | |
| MDLZ | F | 0.33% | 0.52% | 0.33% | |
| MDT | D | 0.23% | 0.68% | 0.23% | |
| MMC | B | 0.05% | 0.57% | 0.05% | |
| MNST | C | 0.03% | 0.04% | 0.03% | |
| MO | A | 0.39% | 0.58% | 0.39% | |
| MPC | D | 0.36% | 0.33% | 0.33% | |
| MSI | B | 0.43% | 0.26% | 0.26% | |
| NEM | D | 0.18% | 0.28% | 0.18% | |
| NKE | D | 0.06% | 0.21% | 0.06% | |
| ORLY | B | 0.37% | 0.03% | 0.03% | |
| OXY | D | 0.1% | 0.2% | 0.1% | |
| PCAR | B | 0.06% | 0.35% | 0.06% | |
| PEP | F | 0.34% | 0.28% | 0.28% | |
| PG | A | 0.36% | 1.87% | 0.36% | |
| PGR | A | 0.39% | 0.14% | 0.14% | |
| PH | A | 0.39% | 0.54% | 0.39% | |
| PLD | D | 0.01% | 0.63% | 0.01% | |
| PM | B | 0.39% | 1.2% | 0.39% | |
| PSA | D | 0.34% | 0.27% | 0.27% | |
| PSX | C | 0.35% | 0.33% | 0.33% | |
| QCOM | F | 0.3% | 0.07% | 0.07% | |
| REGN | F | 0.26% | 0.44% | 0.26% | |
| RSG | A | 0.4% | 0.26% | 0.26% | |
| SO | D | 0.37% | 0.58% | 0.37% | |
| SRE | A | 0.37% | 0.35% | 0.35% | |
| STZ | D | 0.31% | 0.23% | 0.23% | |
| SYK | C | 0.28% | 0.6% | 0.28% | |
| T | A | 0.4% | 0.98% | 0.4% | |
| TGT | F | 0.24% | 0.42% | 0.24% | |
| TJX | A | 0.34% | 0.33% | 0.33% | |
| TMO | F | 0.15% | 1.18% | 0.15% | |
| TMUS | B | 0.47% | 0.69% | 0.47% | |
| UNH | C | 0.34% | 3.06% | 0.34% | |
| UNP | C | 0.27% | 0.45% | 0.27% | |
| USB | A | 0.11% | 0.47% | 0.11% | |
| VLO | C | 0.4% | 0.27% | 0.27% | |
| VRTX | F | 0.37% | 0.36% | 0.36% | |
| VZ | C | 0.38% | 1.06% | 0.38% | |
| WELL | A | 0.4% | 0.49% | 0.4% | |
| XOM | B | 0.41% | 3.23% | 0.41% | |
| ZTS | D | 0.27% | 0.08% | 0.08% |
JPUS Overweight 264 Positions Relative to IWX
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | B | 0.64% | |
| SYF | B | 0.52% | |
| CIEN | B | 0.52% | |
| UNM | A | 0.51% | |
| TRGP | B | 0.5% | |
| 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% | |
| NVDA | C | 0.45% | |
| USFD | A | 0.44% | |
| TAP | C | 0.43% | |
| KR | B | 0.43% | |
| GWW | B | 0.43% | |
| FCNCA | A | 0.43% | |
| GRMN | B | 0.43% | |
| ALSN | B | 0.42% | |
| INGR | B | 0.42% | |
| TOL | B | 0.42% | |
| META | D | 0.42% | |
| CMI | A | 0.42% | |
| UTHR | C | 0.42% | |
| JLL | D | 0.41% | |
| WMB | A | 0.41% | |
| ORCL | B | 0.41% | |
| CLH | B | 0.41% | |
| WM | A | 0.41% | |
| SPG | B | 0.41% | |
| NI | A | 0.41% | |
| CASY | A | 0.41% | |
| PEG | A | 0.41% | |
| HST | C | 0.4% | |
| CHTR | C | 0.4% | |
| THC | D | 0.4% | |
| FANG | D | 0.39% | |
| HIG | B | 0.39% | |
| KVUE | A | 0.39% | |
| IRM | D | 0.39% | |
| PNW | B | 0.39% | |
| LAMR | D | 0.39% | |
| PPL | B | 0.39% | |
| COR | B | 0.39% | |
| FAST | B | 0.39% | |
| PHM | D | 0.38% | |
| AVGO | D | 0.38% | |
| RS | B | 0.38% | |
| JNPR | F | 0.38% | |
| AM | A | 0.38% | |
| OHI | C | 0.38% | |
| AFL | B | 0.38% | |
| REG | B | 0.38% | |
| K | A | 0.38% | |
| STLD | B | 0.38% | |
| NVR | D | 0.38% | |
| TSN | B | 0.37% | |
| ESS | B | 0.37% | |
| DVA | B | 0.37% | |
| FYBR | D | 0.37% | |
| MRO | B | 0.37% | |
| BRX | A | 0.37% | |
| CTSH | B | 0.37% | |
| CAH | B | 0.36% | |
| NXST | C | 0.36% | |
| DGX | A | 0.36% | |
| HRB | D | 0.36% | |
| INTU | C | 0.36% | |
| OGE | B | 0.36% | |
| AAPL | C | 0.36% | |
| LEN | D | 0.36% | |
| EIX | B | 0.36% | |
| SCCO | F | 0.36% | |
| XEL | A | 0.36% | |
| SYY | B | 0.36% | |
| DKS | C | 0.36% | |
| MTG | C | 0.35% | |
| HUBB | B | 0.35% | |
| MSFT | F | 0.35% | |
| FNF | B | 0.35% | |
| CTRA | B | 0.35% | |
| CUBE | D | 0.35% | |
| CLX | B | 0.35% | |
| POST | C | 0.35% | |
| HRL | D | 0.35% | |
| ADM | D | 0.34% | |
| PAG | B | 0.34% | |
| GLPI | C | 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% | |
| BLDR | D | 0.34% | |
| OC | A | 0.34% | |
| EVRG | A | 0.34% | |
| CPB | D | 0.33% | |
| CDNS | B | 0.33% | |
| VICI | C | 0.33% | |
| GIS | D | 0.33% | |
| LLY | F | 0.33% | |
| HBAN | A | 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% | |
| IT | C | 0.32% | |
| EMN | D | 0.32% | |
| CF | B | 0.32% | |
| NTAP | C | 0.31% | |
| ACI | C | 0.31% | |
| FITB | A | 0.31% | |
| ACGL | D | 0.31% | |
| LYB | F | 0.31% | |
| EXC | C | 0.31% | |
| UGI | A | 0.31% | |
| WY | D | 0.31% | |
| WSM | B | 0.31% | |
| AVB | B | 0.31% | |
| MAS | D | 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% | |
| HPE | B | 0.3% | |
| JEF | A | 0.3% | |
| ORI | A | 0.3% | |
| AMP | A | 0.29% | |
| LH | C | 0.28% | |
| CMS | C | 0.28% | |
| HOLX | D | 0.28% | |
| GNTX | C | 0.28% | |
| EG | C | 0.28% | |
| RPM | A | 0.28% | |
| SPB | C | 0.27% | |
| WST | C | 0.27% | |
| HSY | F | 0.26% | |
| OLN | D | 0.26% | |
| MRK | F | 0.26% | |
| DOW | F | 0.26% | |
| LRCX | F | 0.26% | |
| AVY | D | 0.26% | |
| DINO | D | 0.26% | |
| 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% | |
| ALLY | C | 0.24% | |
| SNX | C | 0.24% | |
| DRI | B | 0.24% | |
| DOX | D | 0.24% | |
| BRBR | A | 0.24% | |
| RVTY | F | 0.23% | |
| PR | B | 0.23% | |
| ROST | C | 0.23% | |
| STAG | F | 0.23% | |
| VTRS | A | 0.23% | |
| GEHC | F | 0.22% | |
| LDOS | C | 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% | |
| EA | A | 0.19% | |
| MEDP | D | 0.19% | |
| TKR | D | 0.19% | |
| ASH | D | 0.19% | |
| R | B | 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% | |
| CACI | D | 0.14% | |
| SWKS | F | 0.14% | |
| MOH | F | 0.14% | |
| STT | A | 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% | |
| GOOGL | C | 0.11% | |
| WU | D | 0.11% | |
| DVN | F | 0.1% | |
| CRUS | D | 0.1% | |
| SMG | D | 0.1% | |
| PRU | A | 0.1% | |
| PFG | D | 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 | A | 0.07% | |
| CFG | B | 0.07% | |
| RBC | A | 0.07% | |
| GEN | B | 0.07% | |
| RMD | C | 0.07% | |
| DLB | B | 0.06% | |
| AFG | A | 0.06% | |
| KEY | B | 0.06% | |
| EGP | F | 0.06% | |
| IRDM | D | 0.06% | |
| AGO | B | 0.05% | |
| ADBE | C | 0.05% | |
| NSA | D | 0.05% | |
| CBRE | B | 0.05% | |
| CWEN | C | 0.05% | |
| RRC | B | 0.05% | |
| VLTO | D | 0.04% | |
| SSNC | B | 0.04% | |
| LSTR | D | 0.04% | |
| CRI | D | 0.03% | |
| FTRE | D | 0.03% | |
| HOG | D | 0.03% | |
| LEG | F | 0.02% | |
| IDA | A | 0.02% | |
| KSS | F | 0.01% | |
| SON | D | 0.01% | |
| ROKU | D | 0.0% |
JPUS Underweight 67 Positions Relative to IWX
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -4.24% | |
| JNJ | D | -2.24% | |
| WMT | A | -2.2% | |
| WFC | A | -1.57% | |
| DIS | B | -1.27% | |
| MCD | D | -1.19% | |
| TXN | C | -0.97% | |
| NEE | D | -0.95% | |
| SPGI | C | -0.95% | |
| RTX | C | -0.95% | |
| BLK | C | -0.93% | |
| GE | D | -0.91% | |
| MS | A | -0.88% | |
| PFE | D | -0.85% | |
| GS | A | -0.83% | |
| C | A | -0.79% | |
| BSX | B | -0.77% | |
| HON | B | -0.76% | |
| SCHW | B | -0.65% | |
| MU | D | -0.64% | |
| INTC | D | -0.62% | |
| DE | A | -0.61% | |
| AXP | A | -0.61% | |
| UPS | C | -0.59% | |
| GEV | B | -0.54% | |
| PYPL | B | -0.53% | |
| ICE | C | -0.53% | |
| PNC | B | -0.5% | |
| FI | A | -0.5% | |
| BA | F | -0.49% | |
| EQIX | A | -0.49% | |
| CME | A | -0.49% | |
| HD | A | -0.49% | |
| AMD | F | -0.45% | |
| AON | A | -0.45% | |
| EMR | A | -0.44% | |
| APD | A | -0.43% | |
| KKR | A | -0.43% | |
| MRVL | B | -0.42% | |
| CRH | A | -0.41% | |
| NOC | D | -0.41% | |
| FDX | B | -0.4% | |
| GM | B | -0.38% | |
| MAR | B | -0.38% | |
| TT | A | -0.37% | |
| SLB | C | -0.37% | |
| TFC | A | -0.37% | |
| NSC | B | -0.36% | |
| TRV | B | -0.36% | |
| MMM | D | -0.35% | |
| ROP | B | -0.35% | |
| JCI | C | -0.34% | |
| TDG | D | -0.33% | |
| MET | A | -0.3% | |
| AIG | B | -0.3% | |
| CRM | B | -0.28% | |
| EW | C | -0.2% | |
| DELL | C | -0.18% | |
| SBUX | A | -0.15% | |
| FTNT | C | -0.07% | |
| MRNA | F | -0.07% | |
| EL | F | -0.06% | |
| SHW | A | -0.05% | |
| ADP | B | -0.05% | |
| DASH | A | -0.04% | |
| CPRT | A | -0.02% | |
| CTAS | B | -0.02% |
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
IWX: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Medical Devices
Banks - Global
Beverages - Soft Drinks
Capital Markets
Health Care Plans
Household & Personal Products
Utilities - Regulated Electric
Asset Management
Banks - Regional - US
Biotechnology
Business Services
Credit Services
Insurance - Property & Casualty
Oil & Gas E&P
Oil & Gas Refining & Marketing
Railroads
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