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      JQUA vs. IMCG ETF Comparison

      Comparison of JPMorgan U.S. Quality Factor ETF (JQUA) to iShares Morningstar Mid-Cap Growth ETF (IMCG)
      JQUA

      JPMorgan U.S. Quality Factor ETF

      JQUA Description

      The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Quality Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent quality factor characteristics.

      Grade (RS Rating)

      Last Trade

      $56.27

      Average Daily Volume

      437,000

      Number of Holdings *

      270

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

      iShares Morningstar Mid-Cap Growth ETF

      IMCG Description The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Growth IndexSM composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.

      Grade (RS Rating)

      Last Trade

      $72.39

      Average Daily Volume

      97,990

      Number of Holdings *

      299

      * may have additional holdings in another (foreign) market
      Performance
      Period JQUA IMCG
      30 Days 2.68% 3.98%
      60 Days 5.38% 5.62%
      90 Days 5.83% 6.38%
      12 Months 28.57% 24.54%
      103 Overlapping Holdings
      Symbol Grade Weight in JQUA Weight in IMCG Overlap
      A C 0.35% 0.76% 0.35%
      ACGL C 0.36% 0.25% 0.25%
      ADSK C 0.36% 1.07% 0.36%
      AFG B 0.14% 0.07% 0.07%
      AKAM D 0.2% 0.13% 0.13%
      AMP A 0.31% 0.55% 0.31%
      ANSS D 0.18% 0.52% 0.18%
      AOS D 0.13% 0.13% 0.13%
      APP C 0.29% 0.45% 0.29%
      AZO D 0.39% 1.02% 0.39%
      BLDR C 0.19% 0.2% 0.19%
      BR D 0.29% 0.47% 0.29%
      BRO C 0.31% 0.48% 0.31%
      BSY D 0.11% 0.13% 0.11%
      CDW D 0.2% 0.56% 0.2%
      CHD D 0.16% 0.49% 0.16%
      CLH A 0.25% 0.24% 0.24%
      CLX C 0.26% 0.25% 0.25%
      CNM F 0.11% 0.14% 0.11%
      CPRT D 0.33% 0.83% 0.33%
      CPT B 0.11% 0.11% 0.11%
      CSGP D 0.07% 0.61% 0.07%
      CSL B 0.18% 0.37% 0.18%
      CTRA D 0.22% 0.13% 0.13%
      DASH C 0.33% 0.76% 0.33%
      DDOG D 0.25% 0.61% 0.25%
      DECK C 0.25% 0.45% 0.25%
      DELL D 0.16% 0.25% 0.16%
      DKS D 0.2% 0.11% 0.11%
      DOCU C 0.25% 0.22% 0.22%
      DRI B 0.23% 0.18% 0.18%
      DT C 0.21% 0.27% 0.21%
      DVA B 0.22% 0.08% 0.08%
      EA D 0.32% 0.48% 0.32%
      EBAY B 0.33% 0.22% 0.22%
      ELS C 0.16% 0.16% 0.16%
      ENTG F 0.13% 0.19% 0.13%
      EPAM F 0.15% 0.11% 0.11%
      EQR B 0.09% 0.2% 0.09%
      EW F 0.26% 0.78% 0.26%
      EXPE C 0.21% 0.17% 0.17%
      EXR B 0.27% 0.25% 0.25%
      FAST C 0.08% 0.75% 0.08%
      FDS C 0.23% 0.32% 0.23%
      FFIV B 0.25% 0.1% 0.1%
      FTNT C 0.39% 0.92% 0.39%
      GGG C 0.21% 0.26% 0.21%
      GWW B 0.36% 0.84% 0.36%
      IDXX C 0.32% 0.78% 0.32%
      IEX D 0.19% 0.29% 0.19%
      INCY C 0.2% 0.11% 0.11%
      IT B 0.34% 0.74% 0.34%
      JBL D 0.13% 0.13% 0.13%
      JKHY B 0.15% 0.24% 0.15%
      KEYS C 0.23% 0.22% 0.22%
      KMB D 0.36% 0.32% 0.32%
      LDOS B 0.17% 0.16% 0.16%
      LECO F 0.18% 0.19% 0.18%
      LYV B 0.18% 0.28% 0.18%
      MAA B 0.23% 0.14% 0.14%
      MANH B 0.24% 0.31% 0.24%
      MCHP F 0.3% 0.33% 0.3%
      MEDP F 0.18% 0.17% 0.17%
      MOH D 0.18% 0.22% 0.18%
      MPWR C 0.23% 0.8% 0.23%
      MTD D 0.25% 0.56% 0.25%
      NDAQ A 0.29% 0.21% 0.21%
      NDSN C 0.11% 0.24% 0.11%
      NTAP D 0.18% 0.24% 0.18%
      NTNX C 0.15% 0.27% 0.15%
      OKTA F 0.11% 0.22% 0.11%
      PAYC D 0.19% 0.16% 0.16%
      PAYX C 0.35% 0.83% 0.35%
      PCOR F 0.1% 0.09% 0.09%
      PHM B 0.07% 0.24% 0.07%
      PINS F 0.15% 0.18% 0.15%
      PLTR B 0.38% 1.34% 0.38%
      POOL C 0.23% 0.12% 0.12%
      PSA B 0.43% 0.52% 0.43%
      PSTG F 0.18% 0.28% 0.18%
      QRVO F 0.17% 0.11% 0.11%
      RMD C 0.36% 0.69% 0.36%
      ROL C 0.23% 0.28% 0.23%
      ROST C 0.37% 0.98% 0.37%
      TEAM D 0.23% 0.49% 0.23%
      TECH C 0.04% 0.22% 0.04%
      TER D 0.23% 0.19% 0.19%
      TPL B 0.07% 0.3% 0.07%
      TRV C 0.42% 0.44% 0.42%
      TSCO C 0.12% 0.41% 0.12%
      TWLO D 0.13% 0.19% 0.13%
      TYL C 0.2% 0.46% 0.2%
      ULTA D 0.16% 0.17% 0.16%
      VRSK D 0.33% 0.73% 0.33%
      VRSN D 0.23% 0.3% 0.23%
      VRT C 0.17% 0.59% 0.17%
      WDAY D 0.29% 1.0% 0.29%
      WMS D 0.16% 0.2% 0.16%
      WRB C 0.28% 0.2% 0.2%
      WSM D 0.22% 0.22% 0.22%
      WSO C 0.24% 0.31% 0.24%
      YUM D 0.3% 0.71% 0.3%
      ZS F 0.13% 0.3% 0.13%
      JQUA Overweight 167 Positions Relative to IMCG
      Symbol Grade Weight
      BRK.A C 2.18%
      AAPL C 2.0%
      META B 1.93%
      MSFT C 1.8%
      V C 1.78%
      XOM C 1.66%
      JNJ C 1.64%
      PG C 1.63%
      GOOGL D 1.62%
      MA B 1.62%
      AVGO C 1.59%
      COST B 1.59%
      NVDA D 1.58%
      HD B 1.49%
      ABBV C 1.46%
      MRK D 1.2%
      CRM D 1.01%
      ADBE F 0.99%
      LIN B 0.96%
      MCD B 0.96%
      KO C 0.95%
      ACN C 0.92%
      CSCO C 0.9%
      ORCL C 0.89%
      AMGN B 0.83%
      INTU C 0.81%
      QCOM D 0.78%
      NOW B 0.78%
      UNP C 0.76%
      IBM B 0.72%
      TJX B 0.68%
      LMT C 0.67%
      CVX D 0.66%
      AMAT D 0.66%
      BKNG C 0.65%
      REGN C 0.63%
      VRTX D 0.62%
      MMC C 0.61%
      GILD B 0.6%
      SPGI B 0.6%
      ABT C 0.6%
      PANW D 0.58%
      ADP B 0.58%
      BLK B 0.57%
      SBUX C 0.56%
      MO C 0.56%
      ADI C 0.56%
      BMY C 0.56%
      VZ B 0.54%
      CB B 0.54%
      CL D 0.52%
      MCO B 0.5%
      KLAC D 0.5%
      WM D 0.49%
      ZTS C 0.47%
      CTAS B 0.47%
      LRCX F 0.46%
      AFL C 0.46%
      AJG D 0.44%
      AON B 0.43%
      ORLY C 0.43%
      ITW C 0.43%
      ICE C 0.42%
      APH D 0.42%
      SNPS D 0.38%
      COP D 0.38%
      CDNS D 0.38%
      MAR C 0.37%
      RSG D 0.36%
      MMM B 0.35%
      T C 0.34%
      CTSH C 0.34%
      EOG D 0.34%
      NVR B 0.33%
      ROP C 0.29%
      HOLX B 0.29%
      CRWD D 0.29%
      SPG B 0.29%
      MRVL C 0.29%
      ATO B 0.28%
      ABNB D 0.27%
      HRB C 0.27%
      LEN B 0.27%
      WEC C 0.26%
      ED C 0.26%
      CBOE C 0.25%
      PGR B 0.25%
      EXPD C 0.24%
      WY C 0.24%
      HIG B 0.24%
      LAMR B 0.24%
      MSI B 0.24%
      CHRW B 0.23%
      SAIC C 0.22%
      WMT C 0.22%
      CHE C 0.22%
      OGE C 0.22%
      SEIC C 0.22%
      DOX C 0.22%
      DBX D 0.22%
      LSTR D 0.21%
      SWKS D 0.21%
      SNOW F 0.2%
      HPQ D 0.2%
      LOPE D 0.2%
      MCK F 0.2%
      FNF B 0.2%
      SCCO D 0.2%
      HST C 0.2%
      CF C 0.19%
      NFG B 0.19%
      CRI D 0.19%
      CNC D 0.19%
      ALSN B 0.19%
      CBSH C 0.18%
      RNG F 0.18%
      BBY C 0.17%
      TPR C 0.17%
      WU F 0.16%
      LSCC D 0.16%
      DLB D 0.16%
      CCI C 0.16%
      CHH C 0.16%
      DCI C 0.16%
      ZM C 0.16%
      TDC F 0.15%
      EVRG B 0.15%
      MSGS B 0.15%
      SSNC B 0.14%
      EXP B 0.14%
      HPE D 0.14%
      SMAR C 0.14%
      MTCH C 0.14%
      CRUS D 0.14%
      PEG B 0.13%
      MSM D 0.13%
      TOST C 0.13%
      PATH D 0.12%
      PEGA C 0.12%
      SKX D 0.12%
      DXC C 0.12%
      SNX D 0.11%
      GWRE A 0.11%
      NKE D 0.11%
      YETI D 0.1%
      DV F 0.1%
      AYI B 0.1%
      MTSI D 0.1%
      OLN D 0.1%
      JAZZ D 0.09%
      MPC F 0.09%
      BYD C 0.09%
      GLPI C 0.08%
      IPGP F 0.08%
      UGI C 0.08%
      ZI D 0.08%
      WH B 0.08%
      RLI B 0.07%
      PRI B 0.07%
      RS D 0.06%
      CUBE B 0.06%
      SOLV C 0.05%
      UPS D 0.04%
      GNTX F 0.04%
      AM C 0.03%
      VIRT C 0.02%
      PINC C 0.02%
      JQUA Underweight 196 Positions Relative to IMCG
      Symbol Grade Weight
      HLT B -1.01%
      TTD B -0.89%
      FICO B -0.87%
      MSCI C -0.84%
      PWR B -0.74%
      AME C -0.73%
      HWM B -0.73%
      EFX B -0.72%
      SYY D -0.72%
      DLR B -0.71%
      CARR B -0.71%
      IR C -0.7%
      ODFL D -0.69%
      HES F -0.68%
      SQ D -0.67%
      NEM B -0.66%
      ALNY C -0.63%
      GEV B -0.61%
      COIN F -0.61%
      MLM D -0.61%
      VEEV C -0.61%
      XYL C -0.6%
      VMC D -0.6%
      ROK D -0.57%
      LULU D -0.56%
      WAB B -0.56%
      JCI B -0.55%
      IQV C -0.53%
      CMI C -0.53%
      RCL B -0.52%
      DXCM F -0.52%
      AXON B -0.51%
      ARES B -0.51%
      SBAC C -0.5%
      HUBS D -0.47%
      TTWO C -0.46%
      STE C -0.46%
      TEL D -0.45%
      NET D -0.45%
      RBLX B -0.45%
      OTIS C -0.44%
      URI B -0.44%
      FSLR C -0.44%
      SMCI F -0.43%
      FCNCA D -0.43%
      STZ D -0.42%
      CBRE A -0.42%
      COR D -0.42%
      HUBB B -0.41%
      WST D -0.41%
      D C -0.4%
      INVH C -0.4%
      GDDY C -0.39%
      ILMN C -0.39%
      PTC D -0.39%
      MDB D -0.39%
      ALL B -0.39%
      TRU B -0.37%
      EL F -0.37%
      LII B -0.36%
      O C -0.35%
      SUI B -0.35%
      CPNG B -0.35%
      EME B -0.35%
      DFS B -0.35%
      CTVA B -0.34%
      PCG C -0.34%
      DOV B -0.34%
      FTV C -0.34%
      GRMN D -0.33%
      IRM C -0.33%
      VST C -0.33%
      BURL B -0.33%
      BKR C -0.32%
      LVS D -0.31%
      AVB B -0.31%
      PODD B -0.31%
      HSY C -0.31%
      FWONK C -0.31%
      HEI B -0.3%
      COO B -0.3%
      BMRN F -0.3%
      CPAY B -0.3%
      DD B -0.3%
      LPLA D -0.29%
      VLTO C -0.29%
      BAH C -0.29%
      GEHC C -0.29%
      NTRA C -0.29%
      KDP B -0.28%
      WTW C -0.28%
      DOW D -0.28%
      ENPH D -0.28%
      AWK B -0.27%
      RJF C -0.26%
      TW B -0.26%
      TRGP B -0.26%
      IBKR B -0.26%
      DPZ F -0.26%
      ERIE B -0.25%
      DAL C -0.25%
      ZBRA B -0.25%
      MSTR D -0.25%
      AMH C -0.25%
      HAL F -0.25%
      FIX B -0.24%
      LNG C -0.24%
      MKL C -0.24%
      PPG D -0.23%
      BALL C -0.23%
      J C -0.23%
      EXAS C -0.23%
      FND C -0.23%
      EQT D -0.23%
      WAT C -0.23%
      TTEK C -0.23%
      NBIX F -0.23%
      PFGC B -0.22%
      SAIA D -0.22%
      WING B -0.22%
      KIM C -0.22%
      ALGN D -0.22%
      TDY B -0.21%
      NVT D -0.21%
      HEI B -0.21%
      ZBH F -0.21%
      PNR B -0.21%
      ON D -0.21%
      GPN D -0.21%
      MKC C -0.21%
      HOOD C -0.21%
      SRPT D -0.21%
      RPM B -0.2%
      AVTR B -0.2%
      CASY D -0.19%
      CHDN C -0.19%
      MRNA F -0.19%
      DKNG C -0.19%
      SNAP F -0.19%
      TRMB C -0.18%
      LW D -0.18%
      DAY D -0.18%
      ESS B -0.18%
      UDR C -0.17%
      AVY C -0.17%
      VTR C -0.17%
      APTV D -0.16%
      MORN C -0.16%
      XPO D -0.16%
      TSN C -0.16%
      JBHT D -0.16%
      GEN B -0.15%
      TXT D -0.15%
      GPC D -0.15%
      CINF B -0.15%
      ACM B -0.15%
      BLD D -0.14%
      SWK B -0.14%
      CMS C -0.14%
      ALLE B -0.14%
      LUV C -0.14%
      CE F -0.14%
      WYNN D -0.14%
      MAS B -0.14%
      KMX D -0.13%
      USFD B -0.13%
      BRKR D -0.12%
      UHS B -0.12%
      SCI B -0.12%
      HII D -0.12%
      DLTR F -0.12%
      RVTY B -0.12%
      CRL F -0.12%
      TOL B -0.11%
      ARE C -0.11%
      RRX C -0.11%
      NRG C -0.11%
      U D -0.11%
      AZPN B -0.11%
      SNA C -0.1%
      CELH F -0.1%
      ALB D -0.1%
      REG C -0.09%
      FLEX C -0.08%
      CCK A -0.08%
      TFX C -0.08%
      BJ D -0.08%
      MGM F -0.07%
      HRL C -0.06%
      WTRG D -0.06%
      COTY F -0.05%
      UHAL A -0.05%
      WLK D -0.04%
      FWONA C -0.03%
      ALAB D -0.02%
      UHAL A -0.0%

      JQUA: Top Represented Industries & Keywords

      Industries: Software - Application Software - Infrastructure Semiconductors Information Technology Services Business Services Diversified Industrials Specialty Retail Drug Manufacturers - Major Insurance - Property & Casualty Semiconductor Equipment & Materials Biotechnology Household & Personal Products Internet Content & Information Capital Markets Diagnostics & Research Industrial Distribution Insurance Brokers Integrated Shipping & Logistics Oil & Gas E&P REIT - Residential
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Dow Jones Component Electronics Cloud Computing Work From Home Telecommunications Mobile Devices Semiconductor Software As A Service Integrated Circuits Natural Gas Aerospace Software Cloud Infrastructure Real Estate Investment Trust Clothing IBD 50

      IMCG: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Diagnostics & Research Business Services REIT - Residential Specialty Retail Biotechnology Engineering & Construction Software - Infrastructure Capital Markets Insurance - Property & Casualty Building Materials Household & Personal Products Medical Instruments & Supplies Scientific & Technical Instruments Semiconductors Specialty Chemicals Aerospace & Defense Information Technology Services Internet Content & Information
      Keywords: S&P 500 Nasdaq 100 Computing Aerospace Real Estate Investment Trust Electronics Beverage Cloud Computing Insurance Mining Natural Gas Chemical Cloud Infrastructure Software As A Service Oil And Gas Semiconductor Medicine Retailing Telecommunications Biotechnology
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