JPUS vs. XCLR ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to Global X S&P 500 Collar 95-110 ETF (XCLR)
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

$123.36

Average Daily Volume

6,979

Number of Holdings *

355

* may have additional holdings in another (foreign) market
XCLR

Global X S&P 500 Collar 95-110 ETF

XCLR Description Global X S&P 500 Collar 95-110 ETF is an exchange traded fund launched and managed by Global X Management Company LLC. The fund invests in the public equity markets of the United States. It takes long and short positions to invest directly and through derivatives such as options in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Cboe S&P 500 3-Month Collar 95-110 Index, by using full replication technique. Global X Funds - Global X S&P 500 Collar 95-110 ETF was formed on August 25, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$33.22

Average Daily Volume

821

Number of Holdings *

498

* may have additional holdings in another (foreign) market
Performance
Period JPUS XCLR
30 Days 4.45% 2.58%
60 Days 3.66% 3.53%
90 Days 5.99% 5.50%
12 Months 28.46% 28.40%
234 Overlapping Holdings
Symbol Grade Weight in JPUS Weight in XCLR Overlap
AAPL B 0.36% 6.95% 0.36%
ABBV D 0.33% 0.59% 0.33%
ABT B 0.31% 0.41% 0.31%
ACGL D 0.31% 0.07% 0.07%
ACN B 0.32% 0.45% 0.32%
ADBE C 0.05% 0.43% 0.05%
ADI D 0.35% 0.21% 0.21%
ADM F 0.34% 0.05% 0.05%
AEP D 0.31% 0.11% 0.11%
AFL B 0.38% 0.11% 0.11%
AMAT F 0.31% 0.29% 0.29%
AMGN D 0.35% 0.31% 0.31%
AMP B 0.29% 0.11% 0.11%
ANET C 0.47% 0.19% 0.19%
AOS D 0.3% 0.01% 0.01%
APH B 0.42% 0.17% 0.17%
ATO A 0.16% 0.04% 0.04%
AVB B 0.31% 0.07% 0.07%
AVGO D 0.38% 1.52% 0.38%
AVY D 0.26% 0.03% 0.03%
AZO C 0.35% 0.15% 0.15%
BAC A 0.31% 0.62% 0.31%
BBY D 0.24% 0.04% 0.04%
BDX F 0.19% 0.12% 0.12%
BG F 0.34% 0.02% 0.02%
BKNG B 0.18% 0.25% 0.18%
BLDR C 0.34% 0.04% 0.04%
BMY B 0.25% 0.24% 0.24%
BRK.A B 0.39% 1.71% 0.39%
CAG D 0.32% 0.02% 0.02%
CAH B 0.36% 0.05% 0.05%
CARR C 0.09% 0.12% 0.09%
CAT B 0.28% 0.37% 0.28%
CB D 0.27% 0.22% 0.22%
CBOE B 0.25% 0.04% 0.04%
CBRE B 0.05% 0.07% 0.05%
CCI D 0.16% 0.08% 0.08%
CDNS B 0.33% 0.17% 0.17%
CE F 0.2% 0.01% 0.01%
CEG D 0.42% 0.14% 0.14%
CF B 0.32% 0.03% 0.03%
CFG B 0.07% 0.03% 0.03%
CHD B 0.34% 0.05% 0.05%
CHTR C 0.4% 0.08% 0.08%
CI D 0.35% 0.18% 0.18%
CL D 0.32% 0.15% 0.15%
CLX C 0.35% 0.04% 0.04%
CMCSA C 0.42% 0.33% 0.33%
CMI A 0.42% 0.09% 0.09%
CMS C 0.28% 0.04% 0.04%
COF B 0.45% 0.14% 0.14%
COP D 0.28% 0.26% 0.26%
COR C 0.39% 0.09% 0.09%
CPB D 0.33% 0.02% 0.02%
CPT B 0.17% 0.02% 0.02%
CSCO A 0.41% 0.46% 0.41%
CSX B 0.13% 0.13% 0.13%
CTRA B 0.35% 0.04% 0.04%
CTSH B 0.37% 0.08% 0.08%
CTVA B 0.3% 0.08% 0.08%
CVS D 0.36% 0.14% 0.14%
CVX B 0.35% 0.55% 0.35%
D C 0.34% 0.09% 0.09%
DFS B 0.13% 0.08% 0.08%
DGX B 0.36% 0.03% 0.03%
DHI D 0.33% 0.1% 0.1%
DHR D 0.27% 0.3% 0.27%
DOW F 0.26% 0.06% 0.06%
DRI B 0.24% 0.03% 0.03%
DTE C 0.3% 0.05% 0.05%
DUK C 0.36% 0.17% 0.17%
DVA B 0.37% 0.02% 0.02%
DVN F 0.1% 0.05% 0.05%
EA C 0.19% 0.08% 0.08%
ECL D 0.29% 0.12% 0.12%
ED D 0.34% 0.07% 0.07%
EG C 0.28% 0.04% 0.04%
EIX A 0.36% 0.06% 0.06%
ELV F 0.26% 0.18% 0.18%
EMN D 0.32% 0.02% 0.02%
EOG C 0.32% 0.15% 0.15%
EQR B 0.2% 0.04% 0.04%
ESS B 0.37% 0.05% 0.05%
ETN A 0.43% 0.29% 0.29%
ETR B 0.46% 0.06% 0.06%
EVRG A 0.34% 0.03% 0.03%
EXC D 0.31% 0.08% 0.08%
F C 0.19% 0.09% 0.09%
FANG F 0.39% 0.06% 0.06%
FAST B 0.39% 0.09% 0.09%
FCX F 0.25% 0.13% 0.13%
FE D 0.34% 0.05% 0.05%
FITB B 0.31% 0.06% 0.06%
FRT A 0.09% 0.02% 0.02%
GD F 0.36% 0.14% 0.14%
GEHC F 0.22% 0.07% 0.07%
GEN A 0.07% 0.04% 0.04%
GILD B 0.35% 0.22% 0.22%
GIS D 0.33% 0.06% 0.06%
GOOGL C 0.11% 2.06% 0.11%
GRMN A 0.43% 0.06% 0.06%
GWW A 0.43% 0.12% 0.12%
HBAN B 0.33% 0.05% 0.05%
HCA F 0.34% 0.14% 0.14%
HIG B 0.39% 0.07% 0.07%
HOLX D 0.28% 0.03% 0.03%
HPE B 0.3% 0.06% 0.06%
HRL D 0.35% 0.02% 0.02%
HST C 0.4% 0.03% 0.03%
HSY F 0.26% 0.05% 0.05%
HUBB B 0.35% 0.05% 0.05%
IBM C 0.3% 0.39% 0.3%
IFF D 0.21% 0.04% 0.04%
INTU C 0.36% 0.36% 0.36%
IP B 0.46% 0.04% 0.04%
IPG C 0.15% 0.02% 0.02%
IRM C 0.39% 0.07% 0.07%
IT C 0.32% 0.08% 0.08%
ITW A 0.34% 0.15% 0.15%
JNPR F 0.38% 0.02% 0.02%
K A 0.38% 0.04% 0.04%
KDP D 0.26% 0.07% 0.07%
KEY A 0.06% 0.03% 0.03%
KHC D 0.34% 0.05% 0.05%
KIM A 0.33% 0.03% 0.03%
KLAC F 0.32% 0.16% 0.16%
KMB C 0.34% 0.09% 0.09%
KMI B 0.48% 0.11% 0.11%
KO D 0.33% 0.49% 0.33%
KR A 0.43% 0.08% 0.08%
KVUE A 0.39% 0.08% 0.08%
LDOS D 0.22% 0.04% 0.04%
LEN C 0.36% 0.08% 0.08%
LH B 0.28% 0.04% 0.04%
LIN D 0.28% 0.43% 0.28%
LLY F 0.33% 1.18% 0.33%
LMT D 0.36% 0.24% 0.24%
LOW C 0.37% 0.29% 0.29%
LRCX F 0.26% 0.18% 0.18%
LYB F 0.31% 0.04% 0.04%
MAA B 0.21% 0.03% 0.03%
MAS C 0.3% 0.03% 0.03%
MCK C 0.46% 0.16% 0.16%
MDLZ F 0.33% 0.17% 0.17%
MDT D 0.23% 0.22% 0.22%
META D 0.42% 2.47% 0.42%
MMC A 0.05% 0.23% 0.05%
MNST B 0.03% 0.08% 0.03%
MO A 0.39% 0.19% 0.19%
MOH F 0.14% 0.04% 0.04%
MOS F 0.17% 0.02% 0.02%
MPC F 0.36% 0.11% 0.11%
MRK F 0.26% 0.49% 0.26%
MRO B 0.37% 0.04% 0.04%
MSFT D 0.35% 6.18% 0.35%
MSI C 0.43% 0.17% 0.17%
NEM F 0.18% 0.1% 0.1%
NI A 0.41% 0.03% 0.03%
NKE F 0.06% 0.17% 0.06%
NRG C 0.46% 0.04% 0.04%
NTAP C 0.31% 0.06% 0.06%
NUE D 0.3% 0.07% 0.07%
NVDA C 0.45% 7.16% 0.45%
ORCL C 0.41% 0.62% 0.41%
ORLY B 0.37% 0.12% 0.12%
OXY F 0.1% 0.07% 0.07%
PCAR B 0.06% 0.12% 0.06%
PEG A 0.41% 0.09% 0.09%
PEP F 0.34% 0.43% 0.34%
PFG C 0.1% 0.03% 0.03%
PG A 0.36% 0.81% 0.36%
PGR A 0.39% 0.3% 0.3%
PH A 0.39% 0.18% 0.18%
PHM C 0.38% 0.05% 0.05%
PKG B 0.3% 0.04% 0.04%
PLD D 0.01% 0.21% 0.01%
PM B 0.39% 0.4% 0.39%
PNW B 0.39% 0.02% 0.02%
PPL B 0.39% 0.05% 0.05%
PRU A 0.1% 0.09% 0.09%
PSA C 0.34% 0.1% 0.1%
PSX C 0.35% 0.11% 0.11%
PWR A 0.46% 0.1% 0.1%
QCOM F 0.3% 0.34% 0.3%
REG B 0.38% 0.02% 0.02%
REGN F 0.26% 0.15% 0.15%
RF B 0.09% 0.04% 0.04%
RMD C 0.07% 0.07% 0.07%
ROST C 0.23% 0.1% 0.1%
RSG A 0.4% 0.09% 0.09%
RVTY D 0.23% 0.02% 0.02%
SJM D 0.21% 0.02% 0.02%
SO D 0.37% 0.19% 0.19%
SPG C 0.41% 0.11% 0.11%
SRE A 0.37% 0.12% 0.12%
STE F 0.25% 0.04% 0.04%
STLD B 0.38% 0.04% 0.04%
STT A 0.13% 0.06% 0.06%
STZ D 0.31% 0.07% 0.07%
SWKS F 0.14% 0.03% 0.03%
SYF A 0.52% 0.05% 0.05%
SYK C 0.28% 0.27% 0.27%
SYY C 0.36% 0.07% 0.07%
T A 0.4% 0.33% 0.33%
TAP C 0.43% 0.02% 0.02%
TGT F 0.24% 0.11% 0.11%
TJX A 0.34% 0.27% 0.27%
TMO F 0.15% 0.39% 0.15%
TMUS A 0.47% 0.24% 0.24%
TRGP B 0.5% 0.09% 0.09%
TSCO C 0.34% 0.05% 0.05%
TSN B 0.37% 0.04% 0.04%
UHS D 0.33% 0.03% 0.03%
UNH B 0.34% 1.1% 0.34%
UNP C 0.27% 0.28% 0.27%
USB A 0.11% 0.15% 0.11%
VICI C 0.33% 0.07% 0.07%
VLO C 0.4% 0.09% 0.09%
VLTO C 0.04% 0.05% 0.04%
VRTX D 0.37% 0.23% 0.23%
VST B 0.64% 0.11% 0.11%
VTR D 0.25% 0.05% 0.05%
VTRS B 0.23% 0.03% 0.03%
VZ B 0.38% 0.35% 0.35%
WEC A 0.34% 0.07% 0.07%
WELL C 0.4% 0.16% 0.16%
WM A 0.41% 0.17% 0.17%
WMB B 0.41% 0.15% 0.15%
WRB A 0.12% 0.04% 0.04%
WST C 0.27% 0.05% 0.05%
WY D 0.31% 0.05% 0.05%
XEL A 0.36% 0.07% 0.07%
XOM C 0.41% 1.07% 0.41%
ZTS D 0.27% 0.16% 0.16%
JPUS Overweight 121 Positions Relative to XCLR
Symbol Grade Weight
CIEN B 0.52%
UNM A 0.51%
PFGC A 0.46%
USFD A 0.44%
FCNCA B 0.43%
ALSN B 0.42%
INGR B 0.42%
TOL A 0.42%
UTHR C 0.42%
JLL B 0.41%
CLH B 0.41%
CASY B 0.41%
THC D 0.4%
LAMR C 0.39%
RS B 0.38%
AM B 0.38%
OHI D 0.38%
NVR D 0.38%
FYBR D 0.37%
BRX A 0.37%
NXST C 0.36%
HRB D 0.36%
OGE A 0.36%
SCCO F 0.36%
DKS C 0.36%
MTG B 0.35%
FNF B 0.35%
CUBE D 0.35%
POST B 0.35%
PAG B 0.34%
GLPI B 0.34%
LNG B 0.34%
OC B 0.34%
X C 0.33%
BAH F 0.32%
WLK D 0.32%
ACI C 0.31%
UGI A 0.31%
WSM B 0.31%
ESI B 0.3%
NFG B 0.3%
JEF A 0.3%
ORI A 0.3%
GNTX C 0.28%
RPM A 0.28%
SPB C 0.27%
OLN F 0.26%
DINO F 0.26%
MSM C 0.25%
ITT A 0.24%
SAM C 0.24%
PK B 0.24%
ALLY C 0.24%
SNX C 0.24%
DOX D 0.24%
BRBR B 0.24%
PR C 0.23%
APO A 0.23%
STAG D 0.23%
OMF A 0.22%
FLO C 0.21%
EXP B 0.21%
COKE C 0.21%
WPC D 0.21%
PPC C 0.21%
CNM D 0.21%
BPOP B 0.21%
GAP C 0.2%
MEDP F 0.19%
TKR D 0.19%
ASH F 0.19%
R B 0.18%
CLF F 0.18%
STWD C 0.18%
SCI A 0.18%
M D 0.18%
NEU C 0.18%
CSL B 0.17%
UI A 0.17%
RGA A 0.17%
EPR D 0.17%
RHI C 0.17%
DTM B 0.17%
FR C 0.16%
HUN F 0.16%
NNN D 0.16%
KRC C 0.16%
CHE D 0.16%
HIW D 0.15%
CACI D 0.14%
FBIN D 0.12%
VIRT B 0.12%
SLM B 0.11%
VVV F 0.11%
WU D 0.11%
CRUS F 0.1%
SMG C 0.1%
LOPE B 0.09%
RGLD D 0.08%
SAIC F 0.08%
LPX B 0.08%
TNL A 0.07%
RBC B 0.07%
DLB B 0.06%
AFG A 0.06%
EGP D 0.06%
IRDM C 0.06%
AGO A 0.05%
NSA C 0.05%
CWEN C 0.05%
RRC B 0.05%
SSNC A 0.04%
LSTR B 0.04%
CRI F 0.03%
FTRE C 0.03%
HOG F 0.03%
LEG D 0.02%
IDA B 0.02%
KSS F 0.01%
SON D 0.01%
ROKU D 0.0%
JPUS Underweight 264 Positions Relative to XCLR
Symbol Grade Weight
AMZN C -3.79%
TSLA B -1.89%
GOOG C -1.69%
JPM B -1.37%
V A -1.03%
MA B -0.86%
COST B -0.85%
HD A -0.79%
WMT B -0.76%
NFLX B -0.76%
JNJ D -0.73%
CRM B -0.63%
WFC A -0.5%
AMD F -0.44%
NOW B -0.42%
DIS B -0.42%
MCD D -0.41%
GE D -0.39%
ISRG C -0.38%
TXN D -0.36%
GS B -0.35%
MS B -0.33%
SPGI C -0.33%
NEE D -0.32%
AXP A -0.32%
BLK C -0.31%
RTX D -0.31%
HON B -0.3%
UBER D -0.29%
PFE D -0.28%
BSX C -0.27%
PANW C -0.26%
BX B -0.26%
C A -0.26%
PLTR B -0.25%
ADP B -0.24%
FI A -0.24%
SCHW A -0.24%
SBUX B -0.23%
MU D -0.22%
DE B -0.21%
INTC C -0.21%
BA D -0.21%
KKR B -0.2%
EQIX A -0.19%
TT B -0.19%
GEV C -0.19%
UPS C -0.19%
PYPL A -0.18%
ICE D -0.18%
AMT D -0.18%
SHW A -0.17%
CME A -0.17%
AON A -0.17%
PNC A -0.16%
CTAS B -0.16%
CRWD B -0.16%
SNPS B -0.16%
APD A -0.15%
CMG B -0.15%
AJG A -0.14%
ADSK B -0.14%
MMM D -0.14%
EMR A -0.14%
MCO A -0.14%
GM B -0.13%
TFC B -0.13%
HLT A -0.13%
MAR A -0.13%
SLB C -0.13%
TDG D -0.13%
FDX B -0.13%
OKE C -0.13%
ABNB C -0.12%
FICO B -0.12%
TRV B -0.12%
NSC A -0.12%
NOC D -0.12%
URI B -0.12%
ROP B -0.11%
NXPI D -0.11%
FTNT C -0.11%
DLR A -0.11%
JCI C -0.11%
BK A -0.11%
O D -0.1%
RCL B -0.1%
MET A -0.1%
AIG B -0.1%
LHX C -0.1%
ALL B -0.1%
CPRT A -0.1%
VRSK A -0.09%
AME A -0.09%
MSCI C -0.09%
HWM B -0.09%
PCG B -0.09%
BKR C -0.09%
FIS D -0.09%
AXON B -0.09%
PAYX B -0.09%
MTB B -0.08%
ODFL B -0.08%
LULU C -0.08%
DAL B -0.08%
OTIS C -0.08%
EW C -0.08%
HES C -0.08%
IR A -0.08%
RJF A -0.07%
TTWO B -0.07%
EXR C -0.07%
IQV F -0.07%
WAB B -0.07%
MCHP F -0.07%
VMC B -0.07%
DD D -0.07%
A D -0.07%
GLW B -0.07%
YUM B -0.07%
HUM C -0.07%
DELL C -0.07%
PPG D -0.06%
AWK D -0.06%
XYL D -0.06%
CPAY A -0.06%
MPWR F -0.06%
ROK B -0.06%
HAL C -0.06%
CNC F -0.06%
UAL B -0.06%
FTV B -0.06%
CSGP C -0.06%
ON C -0.06%
GPN C -0.06%
EBAY C -0.06%
KEYS B -0.06%
MTD F -0.06%
SW B -0.06%
MLM B -0.06%
TYL A -0.06%
WTW B -0.06%
EFX D -0.06%
HPQ B -0.06%
IDXX F -0.06%
NDAQ A -0.06%
EXPE B -0.05%
BR A -0.05%
AEE A -0.05%
BIIB F -0.05%
TDY B -0.05%
FDS B -0.05%
GDDY B -0.05%
WBD C -0.05%
CCL B -0.05%
DOV A -0.05%
ANSS B -0.05%
DXCM C -0.05%
TROW A -0.05%
DECK A -0.05%
EQT B -0.05%
WAT B -0.05%
EPAM C -0.04%
EXPD C -0.04%
SNA A -0.04%
POOL C -0.04%
GPC D -0.04%
BALL D -0.04%
FFIV A -0.04%
FSLR F -0.04%
PTC A -0.04%
CINF A -0.04%
LUV B -0.04%
WDC C -0.04%
ZBRA A -0.04%
MKC D -0.04%
STX D -0.04%
OMC C -0.04%
LVS C -0.04%
PODD B -0.04%
LYV A -0.04%
INVH D -0.04%
ES D -0.04%
NTRS A -0.04%
ZBH C -0.04%
SBAC D -0.04%
BRO B -0.04%
DPZ C -0.04%
CDW F -0.04%
ROL B -0.03%
INCY C -0.03%
NDSN B -0.03%
DLTR D -0.03%
SWK D -0.03%
JBL C -0.03%
JKHY D -0.03%
ARE D -0.03%
AKAM F -0.03%
MKTX D -0.03%
UDR B -0.03%
GNRC B -0.03%
VRSN F -0.03%
JBHT C -0.03%
NWSA B -0.03%
TXT D -0.03%
APTV F -0.03%
AMCR D -0.03%
TER F -0.03%
LNT A -0.03%
PNR B -0.03%
TRMB B -0.03%
BAX F -0.03%
DG F -0.03%
J F -0.03%
CNP A -0.03%
IEX B -0.03%
ALGN D -0.03%
L B -0.03%
ULTA F -0.03%
BWA C -0.02%
CZR D -0.02%
BEN C -0.02%
DAY A -0.02%
GL C -0.02%
MTCH F -0.02%
SOLV C -0.02%
FMC D -0.02%
WYNN D -0.02%
FOXA C -0.02%
HAS D -0.02%
TFX F -0.02%
MGM F -0.02%
CRL C -0.02%
ENPH F -0.02%
HII F -0.02%
RL B -0.02%
AES F -0.02%
TECH C -0.02%
CTLT B -0.02%
IVZ B -0.02%
ALLE D -0.02%
ERIE D -0.02%
CHRW C -0.02%
ALB C -0.02%
SMCI D -0.02%
PAYC A -0.02%
AIZ B -0.02%
TPR A -0.02%
HSIC B -0.02%
NCLH B -0.02%
LKQ D -0.02%
DOC C -0.02%
LW C -0.02%
EL F -0.02%
KMX B -0.02%
BXP D -0.02%
MRNA F -0.02%
APA F -0.01%
NWS B -0.01%
QRVO F -0.01%
WBA D -0.01%
FOX B -0.01%
MHK D -0.01%
PARA C -0.01%
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