JPUS vs. WTV ETF Comparison
Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to WisdomTree U.S. Value Fund (WTV)
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
$119.59
Average Daily Volume
7,859
Number of Holdings
*
354
* may have additional holdings in another (foreign) market
WTV
WisdomTree U.S. Value Fund
WTV Description
WisdomTree Trust - WisdomTree U.S. Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the Russell 1000 Value Index. WisdomTree Trust - WisdomTree U.S. Value Fund was formed on February 23, 2007 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$78.90
Average Daily Volume
15,286
Number of Holdings
*
162
* may have additional holdings in another (foreign) market
Performance
| Period | JPUS | WTV |
|---|---|---|
| 30 Days | 2.40% | 2.43% |
| 60 Days | 5.42% | 4.46% |
| 90 Days | 7.29% | 6.63% |
| 12 Months | 23.49% | 25.56% |
83 Overlapping Holdings
| Symbol | Grade | Weight in JPUS | Weight in WTV | Overlap | |
|---|---|---|---|---|---|
| ADM | D | 0.37% | 0.73% | 0.37% | |
| AFL | B | 0.4% | 0.81% | 0.4% | |
| AMP | B | 0.23% | 0.75% | 0.23% | |
| AOS | C | 0.32% | 0.34% | 0.32% | |
| AZO | D | 0.36% | 0.34% | 0.34% | |
| BAC | D | 0.26% | 0.38% | 0.26% | |
| BBY | B | 0.26% | 0.66% | 0.26% | |
| BKNG | B | 0.14% | 0.58% | 0.14% | |
| BLDR | C | 0.34% | 1.02% | 0.34% | |
| CAH | C | 0.35% | 0.33% | 0.33% | |
| CAT | C | 0.24% | 0.69% | 0.24% | |
| CI | C | 0.4% | 0.68% | 0.4% | |
| CIEN | C | 0.33% | 0.52% | 0.33% | |
| CMCSA | D | 0.39% | 0.69% | 0.39% | |
| COP | D | 0.25% | 0.69% | 0.25% | |
| CSCO | B | 0.35% | 0.48% | 0.35% | |
| CSL | C | 0.15% | 0.77% | 0.15% | |
| CSX | D | 0.13% | 0.58% | 0.13% | |
| CVX | D | 0.3% | 0.79% | 0.3% | |
| DKS | D | 0.36% | 0.43% | 0.36% | |
| DRI | C | 0.24% | 0.24% | 0.24% | |
| DVA | B | 0.4% | 0.4% | 0.4% | |
| EMN | B | 0.28% | 0.54% | 0.28% | |
| EOG | D | 0.27% | 0.5% | 0.27% | |
| EXP | B | 0.18% | 0.67% | 0.18% | |
| FANG | D | 0.3% | 0.54% | 0.3% | |
| GIS | B | 0.4% | 0.57% | 0.4% | |
| HCA | B | 0.43% | 0.91% | 0.43% | |
| HIG | A | 0.43% | 0.95% | 0.43% | |
| HOLX | B | 0.31% | 0.54% | 0.31% | |
| HRB | C | 0.46% | 0.7% | 0.46% | |
| HST | D | 0.36% | 0.38% | 0.36% | |
| INGR | A | 0.43% | 0.3% | 0.3% | |
| IPG | C | 0.15% | 0.55% | 0.15% | |
| ITW | B | 0.31% | 0.4% | 0.31% | |
| KDP | A | 0.19% | 0.55% | 0.19% | |
| KHC | C | 0.41% | 0.62% | 0.41% | |
| KMB | D | 0.38% | 0.27% | 0.27% | |
| KMI | A | 0.33% | 0.62% | 0.33% | |
| LMT | C | 0.42% | 0.91% | 0.42% | |
| LNG | D | 0.3% | 0.72% | 0.3% | |
| LOW | B | 0.35% | 0.55% | 0.35% | |
| MAS | B | 0.3% | 0.31% | 0.3% | |
| MCK | F | 0.32% | 0.6% | 0.32% | |
| MDLZ | B | 0.42% | 0.41% | 0.41% | |
| MNST | C | 0.33% | 0.6% | 0.33% | |
| MO | C | 0.44% | 1.03% | 0.44% | |
| MPC | D | 0.35% | 0.92% | 0.35% | |
| MRO | D | 0.28% | 0.94% | 0.28% | |
| MTG | B | 0.36% | 0.62% | 0.36% | |
| NKE | D | 0.07% | 0.26% | 0.07% | |
| NTAP | D | 0.31% | 0.76% | 0.31% | |
| NUE | F | 0.28% | 0.39% | 0.28% | |
| NVR | B | 0.44% | 0.45% | 0.44% | |
| ORI | A | 0.29% | 0.97% | 0.29% | |
| OTIS | D | 0.07% | 0.32% | 0.07% | |
| OXY | F | 0.09% | 0.65% | 0.09% | |
| PFG | B | 0.1% | 0.62% | 0.1% | |
| PHM | B | 0.44% | 0.37% | 0.37% | |
| POST | C | 0.42% | 0.96% | 0.42% | |
| PRU | C | 0.09% | 0.75% | 0.09% | |
| PSX | D | 0.33% | 0.81% | 0.33% | |
| RHI | D | 0.17% | 0.3% | 0.17% | |
| RS | D | 0.34% | 0.37% | 0.34% | |
| SAIC | C | 0.09% | 0.53% | 0.09% | |
| SCI | B | 0.18% | 0.36% | 0.18% | |
| SNX | D | 0.22% | 0.49% | 0.22% | |
| SPG | B | 0.41% | 0.35% | 0.35% | |
| STLD | D | 0.3% | 0.76% | 0.3% | |
| SYF | C | 0.37% | 1.14% | 0.37% | |
| SYY | D | 0.41% | 0.44% | 0.41% | |
| TAP | C | 0.41% | 0.54% | 0.41% | |
| THC | B | 0.19% | 0.3% | 0.19% | |
| TMUS | C | 0.43% | 0.8% | 0.43% | |
| TOL | B | 0.45% | 0.53% | 0.45% | |
| TRGP | B | 0.46% | 0.28% | 0.28% | |
| UHS | B | 0.43% | 0.76% | 0.43% | |
| UNM | B | 0.41% | 0.63% | 0.41% | |
| UTHR | C | 0.37% | 0.78% | 0.37% | |
| VLO | D | 0.32% | 0.92% | 0.32% | |
| VST | C | 0.34% | 2.09% | 0.34% | |
| VTRS | C | 0.22% | 0.65% | 0.22% | |
| XOM | D | 0.38% | 1.54% | 0.38% |
JPUS Overweight 271 Positions Relative to WTV
| Symbol | Grade | Weight | |
|---|---|---|---|
| K | A | 0.52% | |
| FYBR | C | 0.51% | |
| IRM | B | 0.48% | |
| PM | C | 0.46% | |
| PGR | A | 0.46% | |
| T | B | 0.46% | |
| DHI | B | 0.46% | |
| OHI | A | 0.45% | |
| JLL | B | 0.45% | |
| MSI | C | 0.44% | |
| KO | B | 0.43% | |
| USFD | B | 0.43% | |
| PEG | B | 0.43% | |
| CUBE | B | 0.43% | |
| ETR | A | 0.43% | |
| EIX | C | 0.43% | |
| PPL | C | 0.42% | |
| PNW | B | 0.42% | |
| FCNCA | D | 0.42% | |
| CPB | B | 0.42% | |
| CAG | B | 0.42% | |
| NI | B | 0.42% | |
| CL | C | 0.42% | |
| SO | B | 0.42% | |
| LEN | B | 0.42% | |
| WELL | B | 0.42% | |
| JNPR | A | 0.41% | |
| CLH | B | 0.41% | |
| KR | B | 0.41% | |
| REGN | C | 0.41% | |
| KVUE | B | 0.41% | |
| AMGN | B | 0.41% | |
| BRK.A | C | 0.41% | |
| VZ | B | 0.41% | |
| REG | C | 0.41% | |
| LAMR | A | 0.41% | |
| GRMN | D | 0.4% | |
| LLY | C | 0.4% | |
| ED | C | 0.4% | |
| RSG | D | 0.4% | |
| ESS | B | 0.4% | |
| PFGC | B | 0.4% | |
| PEP | C | 0.4% | |
| ANET | B | 0.4% | |
| CLX | C | 0.39% | |
| PSA | B | 0.39% | |
| PG | C | 0.39% | |
| META | A | 0.39% | |
| FE | C | 0.39% | |
| ORCL | B | 0.38% | |
| GWW | B | 0.38% | |
| ABBV | C | 0.38% | |
| ROKU | C | 0.38% | |
| MMC | C | 0.38% | |
| BRX | B | 0.38% | |
| WM | D | 0.38% | |
| PCG | C | 0.38% | |
| GLPI | B | 0.38% | |
| CASY | D | 0.38% | |
| GD | B | 0.38% | |
| CTSH | C | 0.37% | |
| PWR | B | 0.37% | |
| UNH | C | 0.37% | |
| XEL | A | 0.37% | |
| VRTX | D | 0.37% | |
| TSCO | C | 0.37% | |
| AM | B | 0.37% | |
| D | C | 0.37% | |
| VICI | C | 0.37% | |
| ETN | C | 0.36% | |
| SRE | B | 0.36% | |
| EVRG | A | 0.36% | |
| ORLY | B | 0.36% | |
| ADI | D | 0.36% | |
| LYB | F | 0.36% | |
| FNF | A | 0.36% | |
| CHD | C | 0.36% | |
| WEC | B | 0.36% | |
| AAPL | D | 0.36% | |
| ELV | C | 0.36% | |
| DGX | B | 0.36% | |
| STZ | C | 0.36% | |
| OGE | B | 0.36% | |
| SCCO | D | 0.35% | |
| APH | D | 0.35% | |
| NXST | D | 0.35% | |
| EXC | B | 0.35% | |
| MSFT | C | 0.35% | |
| BG | D | 0.35% | |
| TJX | C | 0.35% | |
| DUK | C | 0.35% | |
| ACGL | B | 0.35% | |
| WSM | C | 0.34% | |
| AVB | B | 0.34% | |
| NVDA | D | 0.34% | |
| FAST | C | 0.34% | |
| WY | C | 0.34% | |
| KIM | B | 0.34% | |
| ABT | C | 0.34% | |
| INTU | D | 0.34% | |
| WMB | B | 0.34% | |
| COF | C | 0.34% | |
| WLK | D | 0.34% | |
| CHTR | D | 0.34% | |
| IP | B | 0.34% | |
| CMI | C | 0.34% | |
| DTE | B | 0.33% | |
| AVGO | C | 0.33% | |
| ACN | C | 0.33% | |
| BAH | B | 0.33% | |
| DHR | B | 0.33% | |
| GILD | B | 0.33% | |
| CEG | C | 0.33% | |
| KLAC | D | 0.33% | |
| PH | B | 0.33% | |
| EQIX | B | 0.33% | |
| MRK | D | 0.32% | |
| CE | D | 0.32% | |
| ZTS | B | 0.32% | |
| ACI | F | 0.31% | |
| HUBB | B | 0.31% | |
| NFG | B | 0.31% | |
| IT | B | 0.31% | |
| CTRA | F | 0.31% | |
| UNP | B | 0.3% | |
| CF | B | 0.3% | |
| CBOE | C | 0.3% | |
| EG | B | 0.3% | |
| TSN | C | 0.3% | |
| ALSN | B | 0.3% | |
| CMS | A | 0.3% | |
| CTVA | B | 0.3% | |
| PAG | D | 0.3% | |
| CNP | C | 0.3% | |
| SYK | C | 0.29% | |
| AMAT | D | 0.29% | |
| HRL | C | 0.29% | |
| ECL | B | 0.29% | |
| STE | C | 0.29% | |
| DOW | D | 0.29% | |
| CB | B | 0.29% | |
| GNTX | F | 0.28% | |
| OC | C | 0.28% | |
| X | D | 0.28% | |
| LIN | B | 0.28% | |
| CDNS | D | 0.28% | |
| CVS | D | 0.27% | |
| ESI | D | 0.27% | |
| SPB | B | 0.27% | |
| HBAN | B | 0.27% | |
| PKG | B | 0.27% | |
| FITB | B | 0.27% | |
| VTR | C | 0.27% | |
| MDT | C | 0.26% | |
| WPC | B | 0.26% | |
| OLN | D | 0.26% | |
| STAG | C | 0.26% | |
| ROST | C | 0.26% | |
| RPM | B | 0.26% | |
| EQT | D | 0.26% | |
| LRCX | F | 0.25% | |
| DOX | C | 0.25% | |
| HUN | D | 0.25% | |
| SJM | C | 0.25% | |
| DINO | D | 0.24% | |
| UGI | C | 0.24% | |
| TGT | C | 0.24% | |
| JEF | B | 0.24% | |
| WST | D | 0.24% | |
| GEHC | C | 0.24% | |
| EQR | B | 0.23% | |
| PFE | C | 0.23% | |
| MAA | B | 0.23% | |
| FCX | D | 0.23% | |
| AME | C | 0.23% | |
| HPE | D | 0.23% | |
| NEM | B | 0.23% | |
| FLO | C | 0.23% | |
| MSM | D | 0.23% | |
| BMY | C | 0.22% | |
| NNN | B | 0.21% | |
| ITT | C | 0.21% | |
| PK | D | 0.21% | |
| BPOP | C | 0.21% | |
| ALLY | F | 0.21% | |
| PLD | C | 0.21% | |
| QCOM | D | 0.21% | |
| SAM | F | 0.2% | |
| MEDP | D | 0.2% | |
| CCI | B | 0.2% | |
| TKR | D | 0.2% | |
| BDX | F | 0.2% | |
| CELH | F | 0.2% | |
| XP | D | 0.19% | |
| EPR | B | 0.19% | |
| F | D | 0.18% | |
| CPT | B | 0.18% | |
| STWD | A | 0.18% | |
| TMO | C | 0.18% | |
| NEU | D | 0.18% | |
| CLF | F | 0.17% | |
| CNM | F | 0.17% | |
| M | F | 0.17% | |
| OMF | C | 0.17% | |
| FR | C | 0.17% | |
| CHE | C | 0.17% | |
| GAP | F | 0.17% | |
| AVY | D | 0.16% | |
| APO | C | 0.16% | |
| RGA | B | 0.16% | |
| MOH | C | 0.16% | |
| SWKS | F | 0.16% | |
| EA | D | 0.16% | |
| KRC | B | 0.15% | |
| MOS | F | 0.15% | |
| ASH | D | 0.15% | |
| ATO | B | 0.15% | |
| HIW | B | 0.15% | |
| R | B | 0.14% | |
| COKE | C | 0.13% | |
| WU | D | 0.13% | |
| CACI | B | 0.13% | |
| STT | A | 0.12% | |
| BRBR | B | 0.12% | |
| WRB | C | 0.12% | |
| VIRT | B | 0.12% | |
| IBM | B | 0.11% | |
| USB | B | 0.1% | |
| FRT | C | 0.1% | |
| DFS | C | 0.1% | |
| GOOGL | D | 0.1% | |
| VVV | D | 0.1% | |
| UI | B | 0.1% | |
| PPC | D | 0.09% | |
| SLM | C | 0.09% | |
| IDA | B | 0.09% | |
| CARR | B | 0.09% | |
| CHK | D | 0.09% | |
| LOPE | D | 0.08% | |
| RF | B | 0.08% | |
| CSGP | D | 0.08% | |
| IRDM | D | 0.07% | |
| EGP | B | 0.07% | |
| LPX | B | 0.07% | |
| ADBE | D | 0.06% | |
| CFG | D | 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 | B | 0.05% | |
| TNL | D | 0.05% | |
| CWEN | B | 0.05% | |
| AGO | C | 0.04% | |
| SSNC | B | 0.04% | |
| LSTR | D | 0.04% | |
| HUM | F | 0.04% | |
| VLTO | C | 0.04% | |
| FTRE | F | 0.03% | |
| LEG | D | 0.03% | |
| HOG | C | 0.03% | |
| CRI | C | 0.03% | |
| LBRDK | D | 0.03% | |
| KSS | F | 0.01% | |
| SON | C | 0.01% | |
| AEE | B | 0.01% | |
| CC | F | 0.01% | |
| GO | F | 0.01% | |
| LW | D | 0.01% |
JPUS Underweight 79 Positions Relative to WTV
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -2.18% | |
| GDDY | C | -1.13% | |
| FOXA | B | -1.09% | |
| EQH | C | -1.05% | |
| BK | A | -1.02% | |
| RTX | C | -1.0% | |
| GS | D | -0.93% | |
| SF | A | -0.91% | |
| MET | A | -0.88% | |
| NRG | C | -0.85% | |
| WSC | D | -0.81% | |
| MTCH | C | -0.8% | |
| EXPD | B | -0.8% | |
| JBL | D | -0.8% | |
| EXPE | C | -0.79% | |
| WFC | D | -0.76% | |
| VOYA | A | -0.76% | |
| AIG | D | -0.74% | |
| PYPL | B | -0.74% | |
| ARW | C | -0.73% | |
| GM | B | -0.72% | |
| OMC | A | -0.71% | |
| BERY | B | -0.71% | |
| DE | B | -0.69% | |
| AN | D | -0.68% | |
| C | D | -0.66% | |
| EBAY | B | -0.65% | |
| FIS | B | -0.65% | |
| TXT | D | -0.65% | |
| MS | D | -0.64% | |
| CRBG | D | -0.64% | |
| DD | B | -0.63% | |
| JXN | B | -0.6% | |
| DVN | F | -0.58% | |
| MTN | D | -0.57% | |
| PRI | B | -0.57% | |
| BBWI | F | -0.52% | |
| TROW | D | -0.51% | |
| OVV | D | -0.51% | |
| NOC | B | -0.5% | |
| GL | C | -0.5% | |
| RJF | C | -0.49% | |
| PAYC | D | -0.47% | |
| LEA | D | -0.46% | |
| DBX | D | -0.46% | |
| CPAY | B | -0.46% | |
| MAR | C | -0.45% | |
| NTRS | B | -0.44% | |
| EXEL | B | -0.44% | |
| MUSA | C | -0.43% | |
| AIZ | B | -0.43% | |
| BKR | D | -0.43% | |
| WCC | C | -0.42% | |
| RL | B | -0.4% | |
| HPQ | D | -0.39% | |
| HON | D | -0.38% | |
| CHWY | C | -0.38% | |
| H | C | -0.38% | |
| TMHC | B | -0.36% | |
| MCD | C | -0.35% | |
| WEX | C | -0.35% | |
| BWA | D | -0.35% | |
| GPN | D | -0.34% | |
| WYNN | D | -0.34% | |
| DOCS | B | -0.34% | |
| HAL | F | -0.34% | |
| HLT | B | -0.33% | |
| BLD | D | -0.32% | |
| FDX | C | -0.32% | |
| GPK | B | -0.31% | |
| JPM | D | -0.31% | |
| CNC | C | -0.31% | |
| TWLO | D | -0.3% | |
| AXP | B | -0.29% | |
| LVS | D | -0.29% | |
| HSY | C | -0.29% | |
| CROX | C | -0.28% | |
| VRSN | D | -0.26% | |
| ULTA | D | -0.18% |
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
WTV: Top Represented Industries & Keywords
Industries:
Asset Management
Insurance - Life
Oil & Gas E&P
Specialty Retail
Business Services
Insurance - Diversified
Aerospace & Defense
Banks - Global
Building Materials
Capital Markets
Medical Care
Packaged Foods
Residential Construction
Credit Services
Diversified Industrials
Internet Content & Information
Lodging
Oil & Gas Midstream
Oil & Gas Refining & Marketing
Resorts & Casinos
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