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      JPUS vs. LKOR ETF Comparison

      Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR)
      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
      LKOR

      FlexShares Credit-Scored US Long Corporate Bond Index Fund

      LKOR Description Flexshares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund is an exchange traded fund launched by Northern Trust Corporation. It is managed by Northern Trust Investments, Incorporated. The fund invests in fixed income markets of the United States. It invests in US-dollar denominated investment grade bonds of companies rated BBB or higher by S&P or Fitch or Baa3 or higher by Moody's and with maturities greater than or equal to ten years. The fund seeks to track the performance of the Northern Trust Credit-Scored US Long Corporate Bond Index, by employing representative sampling methodology. Flexshares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund was formed on September 23, 2015 and is domiciled in the United States.

      Grade (RS Rating)

      Last Trade

      $45.80

      Average Daily Volume

      9,003

      Number of Holdings *

      163

      * may have additional holdings in another (foreign) market
      Performance
      Period JPUS LKOR
      30 Days 2.70% 1.78%
      60 Days 5.35% 7.28%
      90 Days 8.04% 7.48%
      12 Months 26.40% 18.08%
      89 Overlapping Holdings
      Symbol Grade Weight in JPUS Weight in LKOR Overlap
      AAPL C 0.36% 0.17% 0.17%
      ABBV C 0.38% 0.33% 0.33%
      ACGL B 0.35% 0.55% 0.35%
      AEE A 0.01% 0.24% 0.01%
      AFL C 0.4% 0.12% 0.12%
      AMGN B 0.41% 0.23% 0.23%
      ATO B 0.15% 0.23% 0.15%
      AVGO C 0.33% 0.2% 0.2%
      BAC D 0.26% 0.23% 0.23%
      BDX F 0.2% 0.23% 0.2%
      CAG C 0.42% 0.24% 0.24%
      CAH C 0.35% 0.31% 0.31%
      CCI C 0.2% 0.19% 0.19%
      CHD C 0.36% 0.11% 0.11%
      CHTR D 0.34% 0.26% 0.26%
      CMCSA D 0.39% 0.24% 0.24%
      CMS B 0.3% 0.24% 0.24%
      CPB B 0.42% 0.18% 0.18%
      CSCO B 0.35% 0.23% 0.23%
      CSX D 0.13% 0.12% 0.12%
      CVS F 0.27% 0.36% 0.27%
      D B 0.37% 0.23% 0.23%
      DHR C 0.33% 0.1% 0.1%
      DOW D 0.29% 0.32% 0.29%
      DUK B 0.35% 0.5% 0.35%
      EA D 0.16% 0.09% 0.09%
      ED C 0.4% 0.29% 0.29%
      EG C 0.3% 0.2% 0.2%
      EIX C 0.43% 0.21% 0.21%
      ELV C 0.36% 0.1% 0.1%
      EXC B 0.35% 0.22% 0.22%
      FITB B 0.27% 0.39% 0.27%
      GILD B 0.33% 0.35% 0.33%
      GOOGL D 0.1% 0.12% 0.1%
      GWW A 0.38% 0.24% 0.24%
      HCA A 0.43% 0.24% 0.24%
      HIG B 0.43% 0.2% 0.2%
      HPE D 0.23% 0.37% 0.23%
      HUM F 0.04% 0.07% 0.04%
      IBM A 0.11% 0.23% 0.11%
      IPG C 0.15% 0.12% 0.12%
      ITW C 0.31% 0.06% 0.06%
      JEF B 0.24% 0.26% 0.24%
      KDP B 0.19% 0.24% 0.19%
      KIM C 0.34% 0.1% 0.1%
      KLAC D 0.33% 0.2% 0.2%
      KMB D 0.38% 0.26% 0.26%
      KMI A 0.33% 0.19% 0.19%
      KO B 0.43% 0.19% 0.19%
      LMT B 0.42% 0.24% 0.24%
      LOW A 0.35% 0.25% 0.25%
      LYB F 0.36% 0.23% 0.23%
      MAS B 0.3% 0.11% 0.11%
      MCK F 0.32% 0.23% 0.23%
      MDLZ C 0.42% 0.09% 0.09%
      MMC C 0.38% 0.24% 0.24%
      MO C 0.44% 0.2% 0.2%
      MRO C 0.28% 0.22% 0.22%
      MSFT C 0.35% 0.1% 0.1%
      NEM B 0.23% 0.24% 0.23%
      NI B 0.42% 0.37% 0.37%
      NNN C 0.21% 0.29% 0.21%
      NVDA D 0.34% 0.21% 0.21%
      OC D 0.28% 0.11% 0.11%
      ORCL B 0.38% 0.25% 0.25%
      OTIS C 0.07% 0.1% 0.07%
      PCG B 0.38% 0.09% 0.09%
      PGR A 0.46% 0.23% 0.23%
      PM C 0.46% 0.7% 0.46%
      PRU C 0.09% 0.11% 0.09%
      REG C 0.41% 0.11% 0.11%
      REGN C 0.41% 0.17% 0.17%
      RF B 0.08% 0.28% 0.08%
      RPM B 0.26% 0.1% 0.1%
      SCCO D 0.35% 0.64% 0.35%
      SJM C 0.25% 0.1% 0.1%
      SO A 0.42% 0.11% 0.11%
      SRE B 0.36% 0.21% 0.21%
      STZ D 0.36% 0.19% 0.19%
      T C 0.46% 0.09% 0.09%
      UNH C 0.37% 0.16% 0.16%
      UNP C 0.3% 0.16% 0.16%
      VTR C 0.27% 0.12% 0.12%
      VZ B 0.41% 0.18% 0.18%
      WEC B 0.36% 0.24% 0.24%
      WELL C 0.42% 0.12% 0.12%
      WRB C 0.12% 0.23% 0.12%
      XOM D 0.38% 0.12% 0.12%
      ZTS C 0.32% 0.19% 0.19%
      JPUS Overweight 265 Positions Relative to LKOR
      Symbol Grade Weight
      K A 0.52%
      FYBR C 0.51%
      IRM B 0.48%
      TRGP B 0.46%
      HRB C 0.46%
      DHI C 0.46%
      OHI C 0.45%
      JLL B 0.45%
      TOL B 0.45%
      MSI B 0.44%
      NVR B 0.44%
      PHM B 0.44%
      USFD B 0.43%
      PEG A 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%
      PNW B 0.42%
      FCNCA D 0.42%
      CL C 0.42%
      POST C 0.42%
      LEN C 0.42%
      KHC C 0.41%
      JNPR A 0.41%
      CLH A 0.41%
      SYY D 0.41%
      UNM B 0.41%
      KR C 0.41%
      KVUE C 0.41%
      TAP D 0.41%
      SPG A 0.41%
      BRK.A C 0.41%
      LAMR A 0.41%
      GRMN D 0.4%
      GIS B 0.4%
      LLY C 0.4%
      CI C 0.4%
      RSG D 0.4%
      DVA B 0.4%
      ESS C 0.4%
      PFGC B 0.4%
      PEP D 0.4%
      ANET A 0.4%
      CLX C 0.39%
      PSA B 0.39%
      PG C 0.39%
      META A 0.39%
      FE C 0.39%
      ROKU C 0.38%
      BRX B 0.38%
      WM D 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%
      TSCO C 0.37%
      SYF C 0.37%
      AM B 0.37%
      VICI C 0.37%
      ADM D 0.37%
      ETN C 0.36%
      EVRG B 0.36%
      MTG B 0.36%
      ORLY D 0.36%
      ADI C 0.36%
      HST C 0.36%
      FNF B 0.36%
      AZO D 0.36%
      DGX C 0.36%
      DKS D 0.36%
      OGE B 0.36%
      APH C 0.35%
      NXST D 0.35%
      BG D 0.35%
      TJX C 0.35%
      MPC D 0.35%
      WSM D 0.34%
      AVB C 0.34%
      FAST C 0.34%
      RS D 0.34%
      WY C 0.34%
      ABT C 0.34%
      INTU C 0.34%
      WMB B 0.34%
      BLDR C 0.34%
      COF A 0.34%
      WLK D 0.34%
      VST A 0.34%
      IP C 0.34%
      CMI C 0.34%
      DTE B 0.33%
      ACN C 0.33%
      BAH B 0.33%
      CEG A 0.33%
      PSX D 0.33%
      MNST D 0.33%
      PH A 0.33%
      EQIX B 0.33%
      CIEN C 0.33%
      AOS D 0.32%
      VLO F 0.32%
      MRK D 0.32%
      CE F 0.32%
      NTAP D 0.31%
      ACI F 0.31%
      HUBB A 0.31%
      HOLX C 0.31%
      NFG B 0.31%
      IT A 0.31%
      CTRA D 0.31%
      LNG C 0.3%
      CF C 0.3%
      CBOE C 0.3%
      FANG D 0.3%
      TSN D 0.3%
      ALSN B 0.3%
      CTVA B 0.3%
      PAG D 0.3%
      STLD D 0.3%
      CVX D 0.3%
      CNP D 0.3%
      SYK C 0.29%
      AMAT D 0.29%
      HRL D 0.29%
      ECL A 0.29%
      ORI B 0.29%
      STE C 0.29%
      CB B 0.29%
      GNTX D 0.28%
      NUE F 0.28%
      EMN B 0.28%
      X D 0.28%
      LIN B 0.28%
      CDNS D 0.28%
      EOG D 0.27%
      ESI D 0.27%
      SPB B 0.27%
      HBAN B 0.27%
      PKG B 0.27%
      MDT C 0.26%
      WPC C 0.26%
      OLN D 0.26%
      BBY C 0.26%
      STAG D 0.26%
      ROST C 0.26%
      EQT D 0.26%
      LRCX F 0.25%
      DOX C 0.25%
      HUN D 0.25%
      COP D 0.25%
      DINO F 0.24%
      UGI C 0.24%
      TGT C 0.24%
      CAT B 0.24%
      WST D 0.24%
      DRI B 0.24%
      GEHC C 0.24%
      EQR C 0.23%
      PFE 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%
      BMY C 0.22%
      SNX D 0.22%
      ITT B 0.21%
      PK D 0.21%
      BPOP C 0.21%
      ALLY D 0.21%
      PLD C 0.21%
      QCOM F 0.21%
      SAM F 0.2%
      MEDP D 0.2%
      TKR D 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%
      TMO C 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%
      AVY D 0.16%
      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%
      HIW B 0.15%
      BKNG B 0.14%
      R B 0.14%
      COKE C 0.13%
      WU D 0.13%
      CACI B 0.13%
      STT B 0.12%
      BRBR C 0.12%
      VIRT C 0.12%
      USB B 0.1%
      FRT C 0.1%
      DFS B 0.1%
      VVV D 0.1%
      PFG B 0.1%
      UI A 0.1%
      PPC D 0.09%
      SLM D 0.09%
      IDA C 0.09%
      CARR B 0.09%
      SAIC C 0.09%
      OXY F 0.09%
      CHK D 0.09%
      LOPE D 0.08%
      CSGP D 0.08%
      NKE D 0.07%
      IRDM D 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%
      CBRE A 0.05%
      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%
      CC F 0.01%
      GO F 0.01%
      LW D 0.01%
      JPUS Underweight 74 Positions Relative to LKOR
      Symbol Grade Weight
      HSBC B -0.48%
      LNT B -0.4%
      V C -0.4%
      KOF D -0.37%
      INTC F -0.37%
      BA F -0.37%
      CP C -0.29%
      AEP C -0.28%
      TEL D -0.28%
      AMT C -0.27%
      MMM A -0.26%
      NOC A -0.26%
      HON D -0.25%
      WFC D -0.25%
      BHP D -0.24%
      DOV B -0.24%
      HPQ D -0.24%
      MKL C -0.24%
      OKE B -0.24%
      FOXA B -0.24%
      LH C -0.23%
      AIG D -0.23%
      TXN C -0.23%
      SBUX C -0.23%
      MA B -0.22%
      VMI D -0.22%
      EL F -0.21%
      GS C -0.21%
      SHW B -0.21%
      C D -0.21%
      PAA C -0.2%
      NDAQ A -0.19%
      HD A -0.19%
      LEA F -0.18%
      EBAY B -0.18%
      AIZ B -0.18%
      ARE C -0.18%
      AMZN C -0.18%
      EPD B -0.18%
      SPGI A -0.16%
      HAL F -0.14%
      MS C -0.14%
      MET A -0.14%
      JCI B -0.13%
      APTV D -0.13%
      EFX C -0.13%
      HAS B -0.13%
      AON B -0.13%
      GM B -0.13%
      TT A -0.12%
      IFF C -0.12%
      EMR D -0.12%
      NSC C -0.12%
      MCO A -0.12%
      JNJ C -0.12%
      MCD B -0.12%
      BWA D -0.11%
      MLM D -0.11%
      DG F -0.11%
      RJF C -0.11%
      FMC C -0.11%
      BABA B -0.11%
      VRSK D -0.1%
      WBA F -0.1%
      BHF D -0.1%
      WTW C -0.1%
      GLW B -0.1%
      BIIB F -0.09%
      RPRX D -0.09%
      JPM D -0.09%
      SIGI D -0.06%
      LHX C -0.05%
      FTV C -0.05%
      ALL B -0.04%

      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

      LKOR: Top Represented Industries & Keywords

      Industries: Utilities - Regulated Electric Banks - Global Capital Markets Diversified Industrials Drug Manufacturers - Major Insurance - Property & Casualty Health Care Plans Insurance - Diversified Insurance - Life Oil & Gas Midstream Railroads Semiconductors Specialty Chemicals Aerospace & Defense Auto Parts Beverages - Soft Drinks Building Materials Communication Equipment Household & Personal Products Insurance Brokers
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Insurance Natural Gas Electricity Insurance Products Telecommunications Chemical Bank Computing Investment Bank Natural Gas Storage Disability Gas Transmission Work From Home Banking Biotechnology Natural Gas Transmission Risk Management Services
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