JPUS vs. NULC ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to Nuveen ESG Large-Cap ETF (NULC)

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

NULC

Nuveen ESG Large-Cap ETF

NULC Description

The investment seeks to track the investment results, before fees and expenses, of the ICE BofAML Enhanced Yield 1-5 Year US Broad Bond Index (the "index"). Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index. The index is designed to broadly capture the 1-5 year U.S. investment grade fixed income market, as represented by a modified version of the ICE BofAML 1-5 Year US Broad Market Index.

Grade (RS Rating)

Last Trade

$48.43

Average Daily Volume

1,139

Number of Holdings ^*

121

* may have additional holdings in another (foreign) market

Performance

Period	JPUS	NULC
30 Days	2.72%	2.83%
60 Days	2.86%	5.29%
90 Days	5.12%	7.13%
12 Months	27.89%	30.46%

58 Overlapping Holdings

Symbol	Grade	Weight in JPUS	Weight in NULC	Overlap
ACGL	D	0.31%	0.12%	0.12%
ADBE	C	0.05%	0.45%	0.05%
ADM	D	0.34%	0.5%	0.34%
AMAT	F	0.31%	0.94%	0.31%
AMGN	D	0.35%	0.96%	0.35%
AZO	C	0.35%	0.03%	0.03%
BG	F	0.34%	0.01%	0.01%
BKNG	A	0.18%	0.45%	0.18%
CAH	B	0.36%	0.13%	0.13%
CARR	D	0.09%	1.18%	0.09%
CBOE	B	0.25%	0.43%	0.25%
CDNS	B	0.33%	0.6%	0.33%
CI	F	0.35%	0.08%	0.08%
CMCSA	B	0.42%	0.75%	0.42%
DHR	F	0.27%	1.31%	0.27%
DINO	D	0.26%	0.13%	0.13%
EA	A	0.19%	0.36%	0.19%
ECL	D	0.29%	1.2%	0.29%
ED	D	0.34%	0.65%	0.34%
ETN	A	0.43%	1.74%	0.43%
EXC	C	0.31%	0.75%	0.31%
FBIN	D	0.12%	0.02%	0.02%
GILD	C	0.35%	0.69%	0.35%
GOOGL	C	0.11%	2.91%	0.11%
HCA	F	0.34%	1.16%	0.34%
HOLX	D	0.28%	0.35%	0.28%
HPE	B	0.3%	0.54%	0.3%
IBM	C	0.3%	1.71%	0.3%
IRM	D	0.39%	0.46%	0.39%
IT	C	0.32%	0.07%	0.07%
JNPR	F	0.38%	0.22%	0.22%
KO	D	0.33%	1.57%	0.33%
KR	B	0.43%	0.44%	0.43%
LLY	F	0.33%	2.08%	0.33%
LNG	B	0.34%	0.98%	0.34%
LOW	D	0.37%	0.78%	0.37%
LYB	F	0.31%	0.41%	0.31%
MCK	B	0.46%	1.49%	0.46%
MMC	B	0.05%	1.38%	0.05%
MOS	F	0.17%	0.16%	0.16%
MSFT	F	0.35%	6.71%	0.35%
NEM	D	0.18%	0.19%	0.18%
NTAP	C	0.31%	0.5%	0.31%
NVDA	C	0.45%	8.24%	0.45%
PEP	F	0.34%	0.74%	0.34%
PG	A	0.36%	1.47%	0.36%
PGR	A	0.39%	1.58%	0.39%
STLD	B	0.38%	0.41%	0.38%
T	A	0.4%	0.88%	0.4%
TGT	F	0.24%	0.8%	0.24%
TJX	A	0.34%	1.28%	0.34%
UNP	C	0.27%	0.04%	0.04%
USB	A	0.11%	0.07%	0.07%
VRTX	F	0.37%	0.3%	0.3%
VZ	C	0.38%	0.22%	0.22%
WELL	A	0.4%	0.07%	0.07%
WST	C	0.27%	0.45%	0.27%
ZTS	D	0.27%	0.56%	0.27%

JPUS Overweight 297 Positions Relative to NULC

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%
TMUS	B	0.47%
NRG	B	0.46%
PFGC	B	0.46%
ETR	B	0.46%
IP	B	0.46%
PWR	A	0.46%
COF	B	0.45%
USFD	A	0.44%
TAP	C	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%
INGR	B	0.42%
TOL	B	0.42%
META	D	0.42%
CMI	A	0.42%
UTHR	C	0.42%
XOM	B	0.41%
CSCO	B	0.41%
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%
RSG	A	0.4%
VLO	C	0.4%
HST	C	0.4%
CHTR	C	0.4%
THC	D	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%
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%
AM	A	0.38%
OHI	C	0.38%
AFL	B	0.38%
REG	B	0.38%
K	A	0.38%
NVR	D	0.38%
TSN	B	0.37%
ESS	B	0.37%
SRE	A	0.37%
DVA	B	0.37%
ORLY	B	0.37%
FYBR	D	0.37%
SO	D	0.37%
MRO	B	0.37%
BRX	A	0.37%
CTSH	B	0.37%
NXST	C	0.36%
DGX	A	0.36%
GD	F	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%
DUK	C	0.36%
LMT	D	0.36%
XEL	A	0.36%
MPC	D	0.36%
SYY	B	0.36%
CVS	D	0.36%
DKS	C	0.36%
MTG	C	0.35%
HUBB	B	0.35%
FNF	B	0.35%
CTRA	B	0.35%
PSX	C	0.35%
CUBE	D	0.35%
CLX	B	0.35%
ADI	D	0.35%
POST	C	0.35%
HRL	D	0.35%
CVX	A	0.35%
PSA	D	0.34%
D	C	0.34%
PAG	B	0.34%
ITW	B	0.34%
KHC	F	0.34%
GLPI	C	0.34%
FE	C	0.34%
CHD	B	0.34%
WEC	A	0.34%
TSCO	D	0.34%
KMB	D	0.34%
BLDR	D	0.34%
OC	A	0.34%
UNH	C	0.34%
EVRG	A	0.34%
CPB	D	0.33%
VICI	C	0.33%
GIS	D	0.33%
MDLZ	F	0.33%
HBAN	A	0.33%
ABBV	D	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%
EOG	A	0.32%
ACN	C	0.32%
EMN	D	0.32%
CL	D	0.32%
CF	B	0.32%
BAC	A	0.31%
ACI	C	0.31%
FITB	A	0.31%
UGI	A	0.31%
ABT	B	0.31%
WY	D	0.31%
AEP	D	0.31%
WSM	B	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%
PKG	A	0.3%
ESI	A	0.3%
NFG	A	0.3%
CTVA	C	0.3%
JEF	A	0.3%
ORI	A	0.3%
AMP	A	0.29%
LH	C	0.28%
CAT	B	0.28%
CMS	C	0.28%
GNTX	C	0.28%
EG	C	0.28%
RPM	A	0.28%
COP	C	0.28%
SYK	C	0.28%
LIN	D	0.28%
SPB	C	0.27%
CB	C	0.27%
HSY	F	0.26%
OLN	D	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%
MSM	C	0.25%
BMY	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%
MDT	D	0.23%
RVTY	F	0.23%
PR	B	0.23%
ROST	C	0.23%
APO	B	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%
F	C	0.19%
BDX	F	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%
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%
TMO	F	0.15%
CACI	D	0.14%
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%
SLM	A	0.11%
VVV	F	0.11%
WU	D	0.11%
DVN	F	0.1%
CRUS	D	0.1%
OXY	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%
PCAR	B	0.06%
DLB	B	0.06%
NKE	D	0.06%
AFG	A	0.06%
KEY	B	0.06%
EGP	F	0.06%
IRDM	D	0.06%
AGO	B	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%
MNST	C	0.03%
LEG	F	0.02%
IDA	A	0.02%
PLD	D	0.01%
KSS	F	0.01%
SON	D	0.01%
ROKU	D	0.0%

JPUS Underweight 63 Positions Relative to NULC

Symbol	Grade	Weight
V	A	-2.21%
MA	C	-2.09%
TSLA	B	-1.95%
GOOG	C	-1.78%
FI	A	-1.75%
DIS	B	-1.66%
CRM	B	-1.59%
MS	A	-1.57%
SPGI	C	-1.51%
MELI	D	-1.32%
OKE	A	-1.3%
PNC	B	-1.28%
MCD	D	-1.17%
INTC	D	-1.07%
UPS	C	-1.06%
AMT	D	-1.01%
ADP	B	-0.97%
MRVL	B	-0.96%
CMG	B	-0.96%
C	A	-0.94%
SNPS	B	-0.91%
AXON	A	-0.87%
BKR	B	-0.86%
EW	C	-0.78%
AMD	F	-0.73%
HPQ	B	-0.71%
VEEV	C	-0.63%
TXN	C	-0.61%
KEYS	A	-0.57%
MMM	D	-0.56%
TEAM	A	-0.53%
TRV	B	-0.49%
URI	B	-0.47%
EBAY	D	-0.45%
AWK	D	-0.44%
FTV	C	-0.43%
EQIX	A	-0.42%
WDC	D	-0.41%
TFC	A	-0.38%
STX	D	-0.38%
TRU	D	-0.37%
FSLR	F	-0.36%
HOOD	B	-0.36%
TRMB	B	-0.34%
BALL	D	-0.33%
DECK	A	-0.32%
J	F	-0.32%
MCO	B	-0.3%
GS	A	-0.23%
FDX	B	-0.23%
HD	A	-0.21%
SOLV	C	-0.2%
EME	C	-0.19%
A	D	-0.19%
PANW	C	-0.18%
MKTX	D	-0.16%
LPLA	A	-0.13%
NXPI	D	-0.1%
AKAM	D	-0.07%
WTW	B	-0.05%
IDXX	F	-0.05%
DXCM	D	-0.03%
DOV	A	-0.01%