JPUS vs. REVS ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to Columbia Research Enhanced Value ETF (REVS)
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
REVS

Columbia Research Enhanced Value ETF

REVS Description The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.

Grade (RS Rating)

Last Trade

$26.74

Average Daily Volume

10,423

Number of Holdings *

304

* may have additional holdings in another (foreign) market
Performance
Period JPUS REVS
30 Days 2.72% 4.40%
60 Days 2.86% 6.20%
90 Days 5.12% 7.64%
12 Months 27.89% 31.68%
152 Overlapping Holdings
Symbol Grade Weight in JPUS Weight in REVS Overlap
ABBV D 0.33% 0.65% 0.33%
ACI C 0.31% 0.1% 0.1%
ADM D 0.34% 0.31% 0.31%
ALSN B 0.42% 0.11% 0.11%
AMAT F 0.31% 0.17% 0.17%
AMGN D 0.35% 0.13% 0.13%
AOS F 0.3% 0.09% 0.09%
ASH D 0.19% 0.05% 0.05%
AZO C 0.35% 0.06% 0.06%
BAC A 0.31% 2.95% 0.31%
BG F 0.34% 0.15% 0.15%
BKNG A 0.18% 0.13% 0.13%
BLDR D 0.34% 0.21% 0.21%
BMY B 0.25% 1.45% 0.25%
BRBR A 0.24% 0.12% 0.12%
BRX A 0.37% 0.12% 0.12%
CACI D 0.14% 0.11% 0.11%
CAG D 0.32% 0.15% 0.15%
CAH B 0.36% 0.15% 0.15%
CAT B 0.28% 1.74% 0.28%
CBOE B 0.25% 0.2% 0.2%
CE F 0.2% 0.08% 0.08%
CF B 0.32% 0.23% 0.23%
CI F 0.35% 1.03% 0.35%
CIEN B 0.52% 0.14% 0.14%
CL D 0.32% 0.42% 0.32%
CLF F 0.18% 0.05% 0.05%
CMCSA B 0.42% 1.09% 0.42%
CMI A 0.42% 0.54% 0.42%
CNM D 0.21% 0.03% 0.03%
COKE C 0.21% 0.09% 0.09%
CRI D 0.03% 0.02% 0.02%
CRUS D 0.1% 0.08% 0.08%
CSCO B 0.41% 3.43% 0.41%
CSL C 0.17% 0.19% 0.17%
CSX B 0.13% 0.73% 0.13%
CTRA B 0.35% 0.12% 0.12%
CVX A 0.35% 1.61% 0.35%
CWEN C 0.05% 0.02% 0.02%
CWEN C 0.05% 0.04% 0.04%
DHI D 0.33% 0.57% 0.33%
DINO D 0.26% 0.04% 0.04%
DKS C 0.36% 0.12% 0.12%
DTE C 0.3% 0.42% 0.3%
EA A 0.19% 0.3% 0.19%
EG C 0.28% 0.13% 0.13%
EIX B 0.36% 0.55% 0.36%
EOG A 0.32% 0.45% 0.32%
EPR D 0.17% 0.04% 0.04%
ETR B 0.46% 0.54% 0.46%
EVRG A 0.34% 0.24% 0.24%
EXC C 0.31% 0.65% 0.31%
EXP A 0.21% 0.03% 0.03%
FANG D 0.39% 0.2% 0.2%
FCNCA A 0.43% 0.25% 0.25%
FITB A 0.31% 0.29% 0.29%
GAP C 0.2% 0.05% 0.05%
GEN B 0.07% 0.23% 0.07%
GILD C 0.35% 0.41% 0.35%
GIS D 0.33% 0.43% 0.33%
GLPI C 0.34% 0.17% 0.17%
HCA F 0.34% 0.6% 0.34%
HIW D 0.15% 0.04% 0.04%
HOLX D 0.28% 0.22% 0.22%
HPE B 0.3% 0.42% 0.3%
HRB D 0.36% 0.07% 0.07%
HST C 0.4% 0.16% 0.16%
INGR B 0.42% 0.11% 0.11%
JLL D 0.41% 0.11% 0.11%
JNPR F 0.38% 0.17% 0.17%
K A 0.38% 0.26% 0.26%
KHC F 0.34% 0.33% 0.33%
KMB D 0.34% 0.33% 0.33%
KR B 0.43% 0.46% 0.43%
KRC C 0.16% 0.06% 0.06%
LDOS C 0.22% 0.24% 0.22%
LEN D 0.36% 0.02% 0.02%
LEN D 0.36% 0.47% 0.36%
LMT D 0.36% 0.84% 0.36%
LPX B 0.08% 0.03% 0.03%
LYB F 0.31% 0.3% 0.3%
M D 0.18% 0.05% 0.05%
MAS D 0.3% 0.18% 0.18%
MCK B 0.46% 0.58% 0.46%
MDT D 0.23% 1.34% 0.23%
MMC B 0.05% 0.88% 0.05%
MO A 0.39% 1.16% 0.39%
MOS F 0.17% 0.11% 0.11%
MPC D 0.36% 0.32% 0.32%
MRO B 0.37% 0.09% 0.09%
MSI B 0.43% 0.63% 0.43%
MTG C 0.35% 0.06% 0.06%
NEU C 0.18% 0.05% 0.05%
NI A 0.41% 0.28% 0.28%
NNN D 0.16% 0.1% 0.1%
NTAP C 0.31% 0.21% 0.21%
NUE C 0.3% 0.5% 0.3%
NVR D 0.38% 0.31% 0.31%
OC A 0.34% 0.18% 0.18%
OLN D 0.26% 0.07% 0.07%
OXY D 0.1% 0.2% 0.1%
PCAR B 0.06% 0.62% 0.06%
PHM D 0.38% 0.31% 0.31%
PK B 0.24% 0.04% 0.04%
PKG A 0.3% 0.31% 0.3%
PM B 0.39% 2.49% 0.39%
PPC C 0.21% 0.02% 0.02%
PRU A 0.1% 0.41% 0.1%
PSX C 0.35% 0.32% 0.32%
QCOM F 0.3% 0.16% 0.16%
R B 0.18% 0.07% 0.07%
REGN F 0.26% 0.27% 0.26%
RGA A 0.17% 0.14% 0.14%
ROKU D 0.0% 0.05% 0.0%
ROST C 0.23% 0.41% 0.23%
RPM A 0.28% 0.19% 0.19%
RS B 0.38% 0.25% 0.25%
SAIC F 0.08% 0.07% 0.07%
SAM C 0.24% 0.03% 0.03%
SLM A 0.11% 0.05% 0.05%
SMG D 0.1% 0.04% 0.04%
SNX C 0.24% 0.13% 0.13%
SON D 0.01% 0.07% 0.01%
SPG B 0.41% 0.57% 0.41%
SSNC B 0.04% 0.17% 0.04%
STAG F 0.23% 0.09% 0.09%
STLD B 0.38% 0.3% 0.3%
STT A 0.13% 0.27% 0.13%
SWKS F 0.14% 0.2% 0.14%
SYF B 0.52% 0.24% 0.24%
T A 0.4% 1.09% 0.4%
TAP C 0.43% 0.13% 0.13%
TGT F 0.24% 0.67% 0.24%
THC D 0.4% 0.18% 0.18%
TJX A 0.34% 0.65% 0.34%
TNL A 0.07% 0.04% 0.04%
TOL B 0.42% 0.18% 0.18%
UGI A 0.31% 0.09% 0.09%
UNM A 0.51% 0.12% 0.12%
UNP C 0.27% 0.8% 0.27%
UTHR C 0.42% 0.06% 0.06%
VIRT B 0.12% 0.03% 0.03%
VLO C 0.4% 0.26% 0.26%
VRTX F 0.37% 0.23% 0.23%
VTRS A 0.23% 0.19% 0.19%
WLK D 0.32% 0.06% 0.06%
WPC D 0.21% 0.16% 0.16%
WSM B 0.31% 0.11% 0.11%
WU D 0.11% 0.03% 0.03%
WY D 0.31% 0.29% 0.29%
XEL A 0.36% 0.65% 0.36%
XOM B 0.41% 3.14% 0.41%
JPUS Overweight 205 Positions Relative to REVS
Symbol Grade Weight
VST B 0.64%
TRGP B 0.5%
KMI A 0.48%
ANET C 0.47%
TMUS B 0.47%
NRG B 0.46%
PFGC B 0.46%
IP B 0.46%
PWR A 0.46%
COF B 0.45%
NVDA C 0.45%
USFD A 0.44%
ETN A 0.43%
GWW B 0.43%
GRMN B 0.43%
CEG D 0.42%
APH A 0.42%
META D 0.42%
WMB A 0.41%
ORCL B 0.41%
CLH B 0.41%
WM A 0.41%
CASY A 0.41%
PEG A 0.41%
RSG A 0.4%
CHTR C 0.4%
WELL A 0.4%
HIG B 0.39%
BRK.A B 0.39%
PH A 0.39%
KVUE A 0.39%
IRM D 0.39%
PNW B 0.39%
PGR A 0.39%
LAMR D 0.39%
PPL B 0.39%
COR B 0.39%
FAST B 0.39%
AVGO D 0.38%
VZ C 0.38%
AM A 0.38%
OHI C 0.38%
AFL B 0.38%
REG B 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%
FYBR D 0.37%
SO D 0.37%
CTSH B 0.37%
NXST C 0.36%
DGX A 0.36%
GD F 0.36%
INTU C 0.36%
OGE B 0.36%
AAPL C 0.36%
SCCO F 0.36%
DUK C 0.36%
SYY B 0.36%
CVS D 0.36%
PG A 0.36%
HUBB B 0.35%
MSFT F 0.35%
FNF B 0.35%
CUBE D 0.35%
CLX B 0.35%
ADI D 0.35%
POST C 0.35%
HRL D 0.35%
PSA D 0.34%
D C 0.34%
PAG B 0.34%
ITW B 0.34%
FE C 0.34%
CHD B 0.34%
ED D 0.34%
WEC A 0.34%
LNG B 0.34%
TSCO D 0.34%
UNH C 0.34%
PEP F 0.34%
CPB D 0.33%
CDNS B 0.33%
VICI C 0.33%
MDLZ F 0.33%
LLY F 0.33%
HBAN A 0.33%
UHS D 0.33%
X C 0.33%
KO D 0.33%
KIM A 0.33%
BAH F 0.32%
KLAC D 0.32%
IT C 0.32%
ACN C 0.32%
EMN D 0.32%
ACGL D 0.31%
ABT B 0.31%
AEP D 0.31%
AVB B 0.31%
STZ D 0.31%
IBM C 0.3%
ESI A 0.3%
NFG A 0.3%
CTVA C 0.3%
JEF A 0.3%
ORI A 0.3%
ECL D 0.29%
AMP A 0.29%
LH C 0.28%
CMS C 0.28%
GNTX 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%
CB C 0.27%
DHR F 0.27%
HSY F 0.26%
MRK F 0.26%
KDP D 0.26%
DOW 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%
BBY D 0.24%
ITT A 0.24%
ALLY C 0.24%
DRI B 0.24%
DOX D 0.24%
RVTY F 0.23%
PR B 0.23%
APO B 0.23%
GEHC F 0.22%
OMF A 0.22%
IFF D 0.21%
FLO D 0.21%
BPOP B 0.21%
MAA B 0.21%
SJM D 0.21%
EQR B 0.2%
F C 0.19%
BDX F 0.19%
MEDP D 0.19%
TKR D 0.19%
NEM D 0.18%
STWD C 0.18%
SCI B 0.18%
UI A 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%
CHE D 0.16%
IPG D 0.15%
TMO F 0.15%
MOH F 0.14%
DFS B 0.13%
FBIN D 0.12%
WRB A 0.12%
VVV F 0.11%
USB A 0.11%
GOOGL C 0.11%
DVN F 0.1%
PFG D 0.1%
CARR D 0.09%
LOPE B 0.09%
FRT B 0.09%
RF A 0.09%
RGLD C 0.08%
CFG B 0.07%
RBC A 0.07%
RMD C 0.07%
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%
ADBE C 0.05%
NSA D 0.05%
CBRE B 0.05%
RRC B 0.05%
VLTO D 0.04%
LSTR D 0.04%
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%
JPUS Underweight 152 Positions Relative to REVS
Symbol Grade Weight
JPM A -5.41%
JNJ D -4.62%
WFC A -2.44%
DIS B -1.41%
BLK C -1.4%
C A -1.23%
EQIX A -1.08%
UPS C -1.05%
CME A -0.78%
PCG A -0.76%
FDX B -0.7%
CRM B -0.68%
TT A -0.67%
MMM D -0.62%
BK A -0.54%
DELL C -0.47%
DAL C -0.45%
MET A -0.45%
OTIS C -0.44%
SW A -0.42%
ALL A -0.41%
AEE A -0.41%
PPG F -0.4%
CSGP D -0.4%
HPQ B -0.4%
CNC D -0.39%
WAB B -0.37%
HLT A -0.36%
EBAY D -0.36%
UAL A -0.34%
ZM B -0.31%
MTD D -0.31%
PAYX C -0.31%
CCL B -0.3%
SBAC D -0.3%
FTV C -0.29%
WTW B -0.29%
RJF A -0.28%
GPN B -0.27%
INVH D -0.27%
TROW B -0.24%
ARE D -0.23%
BAX D -0.21%
FFIV B -0.21%
VRSN F -0.21%
TWLO A -0.2%
CVNA B -0.2%
SNA A -0.2%
NTNX A -0.18%
EPAM C -0.18%
AVTR F -0.17%
FTNT C -0.16%
ACM A -0.16%
EME C -0.16%
AES F -0.16%
AMH D -0.16%
TPR B -0.15%
CW B -0.15%
EXPD D -0.15%
L A -0.14%
SWK D -0.14%
RPRX D -0.13%
EWBC A -0.13%
ARMK B -0.12%
BLD D -0.12%
SOLV C -0.12%
SF B -0.11%
AIZ A -0.11%
AYI B -0.11%
ADP B -0.1%
WCC B -0.1%
OKTA C -0.1%
DCI B -0.1%
RL B -0.1%
BILL A -0.1%
FHN A -0.1%
WYNN D -0.1%
MGM D -0.1%
SKX D -0.09%
FLS B -0.09%
LECO B -0.09%
BIIB F -0.09%
GL B -0.09%
QRVO F -0.09%
JAZZ B -0.09%
MIDD C -0.08%
WH B -0.08%
WTFC A -0.08%
ZION B -0.08%
KEX C -0.08%
MHK D -0.08%
G B -0.08%
THO B -0.07%
MSA D -0.07%
FOXA B -0.07%
FTI A -0.07%
CRBG B -0.07%
SEIC B -0.07%
ESAB B -0.07%
NWSA B -0.07%
NYT C -0.06%
OLED D -0.06%
BEN C -0.06%
RYN D -0.06%
CROX D -0.06%
COLB A -0.06%
GNRC B -0.06%
LEA D -0.06%
PVH C -0.06%
AXS A -0.06%
DBX B -0.06%
BMRN D -0.05%
MRNA F -0.05%
PRGO B -0.05%
OGN D -0.05%
GTES A -0.05%
XRAY F -0.05%
OZK B -0.05%
MTCH D -0.05%
JHG A -0.05%
AMG B -0.05%
LNC B -0.05%
XP F -0.05%
ALGM D -0.04%
FOX A -0.04%
INCY C -0.04%
EEFT B -0.04%
CTAS B -0.04%
SIRI C -0.04%
AMKR D -0.04%
PINC B -0.03%
PSTG D -0.03%
AZTA D -0.03%
COLM B -0.03%
DDS B -0.02%
REYN D -0.02%
ROIV C -0.02%
TER D -0.02%
CIVI D -0.02%
EXAS D -0.02%
NWS B -0.02%
ADTN A -0.02%
INFA D -0.02%
BR A -0.02%
EXEL B -0.01%
SEB F -0.01%
CNA B -0.01%
PATH C -0.01%
ALNY D -0.01%
LSCC D -0.01%
IONS F -0.0%
PLTK B -0.0%
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