JPUS vs. SPMO ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to PowerShares S&P 500 Momentum Portfolio (SPMO)

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

SPMO

PowerShares S&P 500 Momentum Portfolio

SPMO Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$95.58

Average Daily Volume

717,934

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	JPUS	SPMO
30 Days	2.72%	2.84%
60 Days	2.86%	5.10%
90 Days	5.12%	6.74%
12 Months	27.89%	54.82%

56 Overlapping Holdings

Symbol	Grade	Weight in JPUS	Weight in SPMO	Overlap
AFL	B	0.38%	0.38%	0.38%
AMGN	D	0.35%	1.04%	0.35%
ANET	C	0.47%	0.92%	0.47%
APH	A	0.42%	0.65%	0.42%
AVGO	D	0.38%	5.46%	0.38%
BRK.A	B	0.39%	6.07%	0.39%
CB	C	0.27%	0.84%	0.27%
CBOE	B	0.25%	0.13%	0.13%
CEG	D	0.42%	0.58%	0.42%
CL	D	0.32%	0.62%	0.32%
COR	B	0.39%	0.26%	0.26%
ECL	D	0.29%	0.33%	0.29%
ETN	A	0.43%	0.96%	0.43%
FANG	D	0.39%	0.22%	0.22%
FITB	A	0.31%	0.2%	0.2%
GD	F	0.36%	0.55%	0.36%
GRMN	B	0.43%	0.29%	0.29%
GWW	B	0.43%	0.32%	0.32%
HIG	B	0.39%	0.38%	0.38%
IBM	C	0.3%	1.27%	0.3%
IRM	D	0.39%	0.37%	0.37%
IT	C	0.32%	0.24%	0.24%
KLAC	D	0.32%	0.53%	0.32%
KMI	A	0.48%	0.32%	0.32%
LDOS	C	0.22%	0.21%	0.21%
LLY	F	0.33%	5.19%	0.33%
MCK	B	0.46%	0.81%	0.46%
META	D	0.42%	6.24%	0.42%
MPC	D	0.36%	0.27%	0.27%
MSI	B	0.43%	0.67%	0.43%
NRG	B	0.46%	0.23%	0.23%
NTAP	C	0.31%	0.19%	0.19%
NVDA	C	0.45%	10.2%	0.45%
NVR	D	0.38%	0.15%	0.15%
PEG	A	0.41%	0.27%	0.27%
PGR	A	0.39%	1.61%	0.39%
PH	A	0.39%	0.52%	0.39%
PHM	D	0.38%	0.18%	0.18%
PKG	A	0.3%	0.14%	0.14%
PRU	A	0.1%	0.33%	0.1%
PSX	C	0.35%	0.3%	0.3%
REGN	F	0.26%	0.72%	0.26%
RSG	A	0.4%	0.33%	0.33%
SYF	B	0.52%	0.17%	0.17%
T	A	0.4%	1.15%	0.4%
TJX	A	0.34%	0.99%	0.34%
TMUS	B	0.47%	0.99%	0.47%
TRGP	B	0.5%	0.47%	0.47%
UHS	D	0.33%	0.09%	0.09%
VLTO	D	0.04%	0.21%	0.04%
VRTX	F	0.37%	0.77%	0.37%
VST	B	0.64%	0.59%	0.59%
WELL	A	0.4%	0.57%	0.4%
WM	A	0.41%	0.44%	0.41%
WMB	A	0.41%	0.45%	0.41%
WRB	A	0.12%	0.12%	0.12%

JPUS Overweight 299 Positions Relative to SPMO

Symbol	Grade	Weight
CIEN	B	0.52%
UNM	A	0.51%
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%
KR	B	0.43%
FCNCA	A	0.43%
ALSN	B	0.42%
INGR	B	0.42%
CMCSA	B	0.42%
TOL	B	0.42%
CMI	A	0.42%
UTHR	C	0.42%
XOM	B	0.41%
CSCO	B	0.41%
JLL	D	0.41%
ORCL	B	0.41%
CLH	B	0.41%
SPG	B	0.41%
NI	A	0.41%
CASY	A	0.41%
VLO	C	0.4%
HST	C	0.4%
CHTR	C	0.4%
THC	D	0.4%
PM	B	0.39%
MO	A	0.39%
KVUE	A	0.39%
PNW	B	0.39%
LAMR	D	0.39%
PPL	B	0.39%
FAST	B	0.39%
RS	B	0.38%
VZ	C	0.38%
JNPR	F	0.38%
AM	A	0.38%
OHI	C	0.38%
REG	B	0.38%
K	A	0.38%
STLD	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%
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%
DUK	C	0.36%
LMT	D	0.36%
XEL	A	0.36%
SYY	B	0.36%
CVS	D	0.36%
PG	A	0.36%
DKS	C	0.36%
GILD	C	0.35%
MTG	C	0.35%
HUBB	B	0.35%
MSFT	F	0.35%
CI	F	0.35%
FNF	B	0.35%
CTRA	B	0.35%
CUBE	D	0.35%
CLX	B	0.35%
ADI	D	0.35%
POST	C	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%
PAG	B	0.34%
ITW	B	0.34%
KHC	F	0.34%
HCA	F	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%
KMB	D	0.34%
BLDR	D	0.34%
OC	A	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%
HBAN	A	0.33%
ABBV	D	0.33%
X	C	0.33%
KO	D	0.33%
DHI	D	0.33%
KIM	A	0.33%
BAH	F	0.32%
WLK	D	0.32%
CAG	D	0.32%
EOG	A	0.32%
ACN	C	0.32%
EMN	D	0.32%
CF	B	0.32%
BAC	A	0.31%
ACI	C	0.31%
AMAT	F	0.31%
ACGL	D	0.31%
LYB	F	0.31%
EXC	C	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%
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%
CAT	B	0.28%
CMS	C	0.28%
HOLX	D	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%
ZTS	D	0.27%
SPB	C	0.27%
WST	C	0.27%
UNP	C	0.27%
DHR	F	0.27%
HSY	F	0.26%
OLN	D	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%
DINO	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%
TGT	F	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%
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%
EA	A	0.19%
BDX	F	0.19%
MEDP	D	0.19%
TKR	D	0.19%
ASH	D	0.19%
R	B	0.18%
NEM	D	0.18%
BKNG	A	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%
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%
FBIN	D	0.12%
VIRT	B	0.12%
SLM	A	0.11%
VVV	F	0.11%
USB	A	0.11%
GOOGL	C	0.11%
WU	D	0.11%
DVN	F	0.1%
CRUS	D	0.1%
OXY	D	0.1%
SMG	D	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%
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%
ADBE	C	0.05%
NSA	D	0.05%
CBRE	B	0.05%
CWEN	C	0.05%
MMC	B	0.05%
RRC	B	0.05%
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 42 Positions Relative to SPMO

Symbol	Grade	Weight
AMZN	C	-9.74%
JPM	A	-5.38%
COST	B	-3.79%
WMT	A	-2.39%
GE	D	-2.09%
GS	A	-1.47%
AXP	A	-1.39%
KKR	A	-1.23%
RTX	C	-1.01%
BSX	B	-0.98%
C	A	-0.89%
TT	A	-0.85%
FI	A	-0.78%
CTAS	B	-0.72%
ICE	C	-0.65%
FICO	B	-0.57%
TDG	D	-0.56%
BK	A	-0.54%
CMG	B	-0.47%
ALL	A	-0.46%
AJG	B	-0.44%
HWM	A	-0.44%
HLT	A	-0.43%
OKE	A	-0.38%
URI	B	-0.36%
IR	B	-0.34%
AIG	B	-0.33%
GDDY	A	-0.31%
AXON	A	-0.3%
RCL	A	-0.28%
WAB	B	-0.22%
BRO	B	-0.21%
NDAQ	A	-0.21%
WTW	B	-0.2%
MLM	B	-0.19%
DECK	A	-0.17%
TYL	B	-0.16%
STX	D	-0.15%
BR	A	-0.15%
L	A	-0.11%
NWSA	B	-0.07%
NWS	B	-0.02%