JPUS vs. USMF ETF Comparison
Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to WisdomTree U.S. Multifactor Fund (USMF)
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
USMF
WisdomTree U.S. Multifactor Fund
USMF Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.Grade (RS Rating)
Last Trade
$52.37
Average Daily Volume
25,306
Number of Holdings
*
199
* may have additional holdings in another (foreign) market
Performance
| Period | JPUS | USMF |
|---|---|---|
| 30 Days | 2.72% | 6.39% |
| 60 Days | 2.86% | 7.88% |
| 90 Days | 5.12% | 8.72% |
| 12 Months | 27.89% | 32.34% |
101 Overlapping Holdings
| Symbol | Grade | Weight in JPUS | Weight in USMF | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.33% | 0.37% | 0.33% | |
| ABT | B | 0.31% | 0.4% | 0.31% | |
| ACI | C | 0.31% | 0.36% | 0.31% | |
| AEP | D | 0.31% | 0.27% | 0.27% | |
| AFL | B | 0.38% | 0.35% | 0.35% | |
| ALSN | B | 0.42% | 0.37% | 0.37% | |
| AMP | A | 0.29% | 0.43% | 0.29% | |
| AZO | C | 0.35% | 0.73% | 0.35% | |
| BAH | F | 0.32% | 0.31% | 0.31% | |
| BMY | B | 0.25% | 0.36% | 0.25% | |
| BRK.A | B | 0.39% | 0.37% | 0.37% | |
| CACI | D | 0.14% | 0.43% | 0.14% | |
| CAG | D | 0.32% | 0.26% | 0.26% | |
| CAH | B | 0.36% | 0.44% | 0.36% | |
| CBOE | B | 0.25% | 0.33% | 0.25% | |
| CHE | D | 0.16% | 0.37% | 0.16% | |
| CI | F | 0.35% | 0.28% | 0.28% | |
| CL | D | 0.32% | 0.29% | 0.29% | |
| CMCSA | B | 0.42% | 0.93% | 0.42% | |
| COP | C | 0.28% | 0.4% | 0.28% | |
| COR | B | 0.39% | 0.49% | 0.39% | |
| CRUS | D | 0.1% | 0.5% | 0.1% | |
| CTSH | B | 0.37% | 1.38% | 0.37% | |
| DGX | A | 0.36% | 0.41% | 0.36% | |
| DINO | D | 0.26% | 0.25% | 0.25% | |
| DRI | B | 0.24% | 0.79% | 0.24% | |
| DUK | C | 0.36% | 0.3% | 0.3% | |
| DVA | B | 0.37% | 0.27% | 0.27% | |
| DVN | F | 0.1% | 0.31% | 0.1% | |
| EA | A | 0.19% | 1.11% | 0.19% | |
| ECL | D | 0.29% | 0.45% | 0.29% | |
| EIX | B | 0.36% | 0.28% | 0.28% | |
| ELV | F | 0.26% | 0.3% | 0.26% | |
| EOG | A | 0.32% | 0.42% | 0.32% | |
| ETR | B | 0.46% | 0.4% | 0.4% | |
| FCNCA | A | 0.43% | 0.28% | 0.28% | |
| FRT | B | 0.09% | 0.3% | 0.09% | |
| GAP | C | 0.2% | 0.35% | 0.2% | |
| GEN | B | 0.07% | 1.03% | 0.07% | |
| GILD | C | 0.35% | 0.43% | 0.35% | |
| GIS | D | 0.33% | 0.27% | 0.27% | |
| GLPI | C | 0.34% | 0.32% | 0.32% | |
| HCA | F | 0.34% | 0.31% | 0.31% | |
| HIG | B | 0.39% | 0.39% | 0.39% | |
| HOLX | D | 0.28% | 0.42% | 0.28% | |
| HRB | D | 0.36% | 0.6% | 0.36% | |
| IBM | C | 0.3% | 1.32% | 0.3% | |
| INGR | B | 0.42% | 0.4% | 0.4% | |
| IPG | D | 0.15% | 0.75% | 0.15% | |
| JNPR | F | 0.38% | 1.0% | 0.38% | |
| KHC | F | 0.34% | 0.26% | 0.26% | |
| KMB | D | 0.34% | 0.31% | 0.31% | |
| KR | B | 0.43% | 0.34% | 0.34% | |
| LDOS | C | 0.22% | 0.52% | 0.22% | |
| LH | C | 0.28% | 0.38% | 0.28% | |
| LMT | D | 0.36% | 0.4% | 0.36% | |
| LPX | B | 0.08% | 0.29% | 0.08% | |
| MAS | D | 0.3% | 0.28% | 0.28% | |
| MCK | B | 0.46% | 0.46% | 0.46% | |
| MO | A | 0.39% | 0.34% | 0.34% | |
| MPC | D | 0.36% | 0.29% | 0.29% | |
| MRK | F | 0.26% | 0.34% | 0.26% | |
| MRO | B | 0.37% | 0.35% | 0.35% | |
| MSI | B | 0.43% | 1.52% | 0.43% | |
| MTG | C | 0.35% | 0.29% | 0.29% | |
| NNN | D | 0.16% | 0.31% | 0.16% | |
| NTAP | C | 0.31% | 0.79% | 0.31% | |
| OGE | B | 0.36% | 0.34% | 0.34% | |
| ORI | A | 0.3% | 0.35% | 0.3% | |
| ORLY | B | 0.37% | 0.82% | 0.37% | |
| PCAR | B | 0.06% | 0.37% | 0.06% | |
| PG | A | 0.36% | 0.32% | 0.32% | |
| PGR | A | 0.39% | 0.35% | 0.35% | |
| PNW | B | 0.39% | 0.3% | 0.3% | |
| POST | C | 0.35% | 0.3% | 0.3% | |
| PPC | C | 0.21% | 0.37% | 0.21% | |
| REGN | F | 0.26% | 0.28% | 0.26% | |
| RGA | A | 0.17% | 0.34% | 0.17% | |
| RSG | A | 0.4% | 0.4% | 0.4% | |
| SAIC | F | 0.08% | 0.3% | 0.08% | |
| SNX | C | 0.24% | 1.17% | 0.24% | |
| SSNC | B | 0.04% | 0.36% | 0.04% | |
| SYF | B | 0.52% | 0.32% | 0.32% | |
| SYY | B | 0.36% | 0.31% | 0.31% | |
| T | A | 0.4% | 1.05% | 0.4% | |
| TAP | C | 0.43% | 0.32% | 0.32% | |
| THC | D | 0.4% | 0.28% | 0.28% | |
| TJX | A | 0.34% | 0.85% | 0.34% | |
| TMO | F | 0.15% | 0.31% | 0.15% | |
| TMUS | B | 0.47% | 1.29% | 0.47% | |
| UHS | D | 0.33% | 0.31% | 0.31% | |
| UNM | A | 0.51% | 0.38% | 0.38% | |
| UTHR | C | 0.42% | 0.41% | 0.41% | |
| VICI | C | 0.33% | 0.31% | 0.31% | |
| VLO | C | 0.4% | 0.32% | 0.32% | |
| VTRS | A | 0.23% | 0.32% | 0.23% | |
| VZ | C | 0.38% | 0.87% | 0.38% | |
| WM | A | 0.41% | 0.42% | 0.41% | |
| WPC | D | 0.21% | 0.27% | 0.21% | |
| WRB | A | 0.12% | 0.33% | 0.12% | |
| XOM | B | 0.41% | 0.43% | 0.41% |
JPUS Overweight 254 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | B | 0.64% | |
| CIEN | B | 0.52% | |
| TRGP | B | 0.5% | |
| KMI | A | 0.48% | |
| ANET | C | 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% | |
| TOL | B | 0.42% | |
| META | D | 0.42% | |
| CMI | A | 0.42% | |
| CSCO | B | 0.41% | |
| JLL | D | 0.41% | |
| WMB | A | 0.41% | |
| ORCL | B | 0.41% | |
| CLH | B | 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% | |
| WELL | A | 0.4% | |
| FANG | D | 0.39% | |
| PM | B | 0.39% | |
| PH | A | 0.39% | |
| KVUE | A | 0.39% | |
| IRM | D | 0.39% | |
| LAMR | D | 0.39% | |
| PPL | 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% | |
| REG | B | 0.38% | |
| K | A | 0.38% | |
| STLD | B | 0.38% | |
| NVR | D | 0.38% | |
| LOW | D | 0.37% | |
| TSN | B | 0.37% | |
| ESS | B | 0.37% | |
| SRE | A | 0.37% | |
| FYBR | D | 0.37% | |
| VRTX | F | 0.37% | |
| SO | D | 0.37% | |
| BRX | A | 0.37% | |
| NXST | C | 0.36% | |
| GD | F | 0.36% | |
| INTU | C | 0.36% | |
| AAPL | C | 0.36% | |
| LEN | D | 0.36% | |
| SCCO | F | 0.36% | |
| XEL | A | 0.36% | |
| CVS | D | 0.36% | |
| DKS | C | 0.36% | |
| HUBB | B | 0.35% | |
| MSFT | F | 0.35% | |
| FNF | B | 0.35% | |
| CTRA | B | 0.35% | |
| PSX | C | 0.35% | |
| AMGN | D | 0.35% | |
| CUBE | D | 0.35% | |
| CLX | B | 0.35% | |
| ADI | D | 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% | |
| 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% | |
| UNH | C | 0.34% | |
| PEP | F | 0.34% | |
| EVRG | A | 0.34% | |
| CPB | D | 0.33% | |
| CDNS | B | 0.33% | |
| MDLZ | F | 0.33% | |
| LLY | F | 0.33% | |
| HBAN | A | 0.33% | |
| X | C | 0.33% | |
| KO | D | 0.33% | |
| DHI | D | 0.33% | |
| KIM | A | 0.33% | |
| WLK | D | 0.32% | |
| KLAC | D | 0.32% | |
| IT | C | 0.32% | |
| ACN | C | 0.32% | |
| EMN | D | 0.32% | |
| CF | B | 0.32% | |
| BAC | A | 0.31% | |
| AMAT | F | 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% | |
| STZ | D | 0.31% | |
| 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% | |
| HPE | B | 0.3% | |
| JEF | A | 0.3% | |
| CAT | B | 0.28% | |
| CMS | C | 0.28% | |
| GNTX | C | 0.28% | |
| EG | C | 0.28% | |
| RPM | A | 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% | |
| CB | C | 0.27% | |
| DHR | F | 0.27% | |
| HSY | F | 0.26% | |
| OLN | D | 0.26% | |
| KDP | D | 0.26% | |
| DOW | 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% | |
| SAM | C | 0.24% | |
| PK | B | 0.24% | |
| TGT | F | 0.24% | |
| ALLY | C | 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% | |
| GEHC | F | 0.22% | |
| OMF | A | 0.22% | |
| IFF | D | 0.21% | |
| FLO | D | 0.21% | |
| EXP | A | 0.21% | |
| COKE | C | 0.21% | |
| CNM | D | 0.21% | |
| BPOP | B | 0.21% | |
| MAA | B | 0.21% | |
| SJM | D | 0.21% | |
| 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% | |
| 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% | |
| 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% | |
| KRC | C | 0.16% | |
| HIW | D | 0.15% | |
| 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% | |
| OXY | D | 0.1% | |
| SMG | D | 0.1% | |
| PRU | A | 0.1% | |
| PFG | D | 0.1% | |
| CARR | D | 0.09% | |
| LOPE | B | 0.09% | |
| RF | A | 0.09% | |
| RGLD | C | 0.08% | |
| TNL | A | 0.07% | |
| 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% | |
| CWEN | C | 0.05% | |
| MMC | B | 0.05% | |
| RRC | B | 0.05% | |
| VLTO | D | 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 98 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -1.61% | |
| GDDY | A | -1.49% | |
| VRSN | F | -1.43% | |
| ROP | B | -1.35% | |
| TDY | B | -1.34% | |
| FFIV | B | -1.31% | |
| TYL | B | -1.12% | |
| FOXA | B | -1.09% | |
| FICO | B | -1.08% | |
| ZM | B | -1.07% | |
| DBX | B | -1.02% | |
| DOCU | A | -1.02% | |
| CVLT | B | -1.01% | |
| CRM | B | -0.99% | |
| AKAM | D | -0.96% | |
| HPQ | B | -0.93% | |
| DT | C | -0.92% | |
| NYT | C | -0.88% | |
| FTNT | C | -0.88% | |
| DIS | B | -0.82% | |
| TXRH | C | -0.81% | |
| WDAY | B | -0.81% | |
| EPAM | C | -0.76% | |
| MUSA | A | -0.74% | |
| LVS | C | -0.7% | |
| ARMK | B | -0.69% | |
| EBAY | D | -0.68% | |
| INFA | D | -0.66% | |
| NTNX | A | -0.64% | |
| GM | B | -0.63% | |
| EXPE | B | -0.53% | |
| FSLR | F | -0.48% | |
| EHC | B | -0.44% | |
| EXEL | B | -0.43% | |
| BSX | B | -0.42% | |
| FI | A | -0.42% | |
| JNJ | D | -0.42% | |
| ADP | B | -0.41% | |
| IBKR | A | -0.4% | |
| RJF | A | -0.4% | |
| ADTN | A | -0.4% | |
| BR | A | -0.39% | |
| JPM | A | -0.39% | |
| L | A | -0.39% | |
| DOV | A | -0.39% | |
| ANF | C | -0.39% | |
| WFC | A | -0.39% | |
| GPK | C | -0.38% | |
| VRSK | A | -0.38% | |
| ZBH | C | -0.38% | |
| CME | A | -0.37% | |
| CCK | C | -0.37% | |
| TRV | B | -0.37% | |
| ALL | A | -0.36% | |
| BRO | B | -0.36% | |
| AIZ | A | -0.36% | |
| LHX | C | -0.36% | |
| CINF | A | -0.36% | |
| RLI | B | -0.36% | |
| PRI | A | -0.35% | |
| WMT | A | -0.35% | |
| CNA | B | -0.35% | |
| VOYA | B | -0.35% | |
| J | F | -0.34% | |
| AIG | B | -0.34% | |
| AXP | A | -0.34% | |
| BERY | B | -0.34% | |
| EME | C | -0.34% | |
| MSA | D | -0.34% | |
| MLI | C | -0.34% | |
| NTRS | A | -0.33% | |
| MKL | A | -0.33% | |
| HAL | C | -0.33% | |
| MTB | A | -0.32% | |
| EWBC | A | -0.32% | |
| ELS | C | -0.32% | |
| PCG | A | -0.31% | |
| DE | A | -0.31% | |
| CBSH | A | -0.31% | |
| REYN | D | -0.3% | |
| RYAN | B | -0.29% | |
| SFM | A | -0.29% | |
| CRS | A | -0.29% | |
| FDX | B | -0.26% | |
| NBIX | C | -0.25% | |
| CNC | D | -0.25% | |
| FCN | D | -0.24% | |
| PYPL | B | -0.23% | |
| HALO | F | -0.23% | |
| PAYC | B | -0.23% | |
| HII | D | -0.23% | |
| AMT | D | -0.22% | |
| APA | D | -0.22% | |
| MMM | D | -0.21% | |
| BMRN | D | -0.2% | |
| FMC | D | -0.18% | |
| GL | B | -0.14% | |
| LNTH | D | -0.13% |
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
USMF: Top Represented Industries & Keywords
Industries:
Software - Application
Insurance - Property & Casualty
Business Services
Biotechnology
Information Technology Services
Medical Care
Packaged Foods
Software - Infrastructure
Utilities - Regulated Electric
Drug Manufacturers - Major
Insurance - Diversified
Oil & Gas E&P
Telecom Services
Communication Equipment
Diagnostics & Research
Insurance - Life
Packaging & Containers
Specialty Retail
Apparel Stores
Asset Management
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