LCDS vs. EQWL ETF Comparison

Comparison of JPMorgan Fundamental Data Science Large Core ETF (LCDS) to PowerShares Russell Top 200 Equal Weight Portfolio (EQWL)

LCDS

JPMorgan Fundamental Data Science Large Core ETF

LCDS Description

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. Many of the equity securities in the fund"s portfolio will be technology companies or companies that rely heavily on technological advances. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.58

Average Daily Volume

109

Number of Holdings ^*

* may have additional holdings in another (foreign) market

EQWL

PowerShares Russell Top 200 Equal Weight Portfolio

EQWL Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Top 200 Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to the securities of the largest 200 companies in the U.S. equity market.

Grade (RS Rating)

Last Trade

$106.55

Average Daily Volume

61,555

Number of Holdings ^*

101

* may have additional holdings in another (foreign) market

Performance

Period	LCDS	EQWL
30 Days	2.99%	3.32%
60 Days	5.00%	4.89%
90 Days	6.45%	7.38%
12 Months		31.93%

40 Overlapping Holdings

Symbol	Grade	Weight in LCDS	Weight in EQWL	Overlap
AAPL	C	5.88%	0.97%	0.97%
ABBV	D	1.51%	0.83%	0.83%
AMZN	C	4.7%	1.08%	1.08%
AVGO	D	1.31%	0.97%	0.97%
AXP	A	1.46%	1.06%	1.06%
BAC	A	1.34%	1.13%	1.13%
BMY	B	1.47%	1.13%	1.13%
BRK.A	B	0.75%	0.99%	0.75%
CMCSA	B	1.24%	1.04%	1.04%
COP	C	1.02%	1.03%	1.02%
COST	B	0.34%	0.96%	0.34%
CRM	B	1.25%	1.24%	1.24%
DE	A	0.54%	0.95%	0.54%
DHR	F	0.76%	0.83%	0.76%
GOOGL	C	3.04%	0.58%	0.58%
HON	B	1.12%	1.07%	1.07%
INTU	C	0.88%	1.02%	0.88%
KO	D	0.73%	0.83%	0.73%
LIN	D	0.13%	0.92%	0.13%
LLY	F	1.11%	0.81%	0.81%
LOW	D	1.33%	1.0%	1.0%
MA	C	1.98%	1.0%	1.0%
MCD	D	0.87%	0.96%	0.87%
MDLZ	F	0.99%	0.83%	0.83%
MDT	D	0.66%	0.91%	0.66%
MET	A	0.91%	1.03%	0.91%
META	D	3.39%	1.04%	1.04%
MS	A	0.66%	1.28%	0.66%
MSFT	F	7.47%	0.94%	0.94%
NEE	D	0.73%	0.84%	0.73%
NVDA	C	7.58%	1.17%	1.17%
PM	B	1.45%	0.97%	0.97%
SBUX	A	0.14%	0.95%	0.14%
SO	D	0.87%	0.92%	0.87%
TMUS	B	0.69%	1.12%	0.69%
TSLA	B	1.14%	1.29%	1.14%
UNH	C	2.16%	0.95%	0.95%
UPS	C	1.22%	0.99%	0.99%
WFC	A	2.44%	1.31%	1.31%
XOM	B	1.79%	1.03%	1.03%

LCDS Overweight 47 Positions Relative to EQWL

Symbol	Grade	Weight
SYK	C	1.47%
TT	A	1.32%
HWM	A	1.15%
EOG	A	1.14%
AMP	A	1.13%
CSX	B	1.1%
PGR	A	1.02%
NXPI	D	0.93%
REGN	F	0.89%
NOC	D	0.87%
MU	D	0.87%
CME	A	0.76%
SQ	B	0.75%
DOV	A	0.71%
FICO	B	0.71%
DD	D	0.71%
DLR	B	0.7%
STX	D	0.7%
PCG	A	0.69%
APH	A	0.68%
AXTA	A	0.66%
TFC	A	0.64%
HLT	A	0.63%
SPOT	B	0.62%
PLD	D	0.61%
CI	F	0.6%
CMS	C	0.59%
HPE	B	0.58%
CMG	B	0.55%
AZO	C	0.54%
LDOS	C	0.53%
TJX	A	0.53%
CTSH	B	0.48%
PFGC	B	0.47%
VRTX	F	0.45%
FCNCA	A	0.41%
ELAN	D	0.39%
WEX	D	0.38%
BJ	A	0.36%
MTG	C	0.35%
SNPS	B	0.32%
CHD	B	0.3%
EQIX	A	0.25%
LRCX	F	0.22%
MSI	B	0.21%
APTV	D	0.11%
EL	F	0.1%

LCDS Underweight 61 Positions Relative to EQWL

Symbol	Grade	Weight
COF	B	-1.25%
SCHW	B	-1.23%
INTC	D	-1.21%
EMR	A	-1.2%
BKNG	A	-1.2%
GM	B	-1.18%
PYPL	B	-1.17%
GS	A	-1.17%
DIS	B	-1.14%
NFLX	A	-1.14%
C	A	-1.12%
JPM	A	-1.12%
BLK	C	-1.12%
CSCO	B	-1.1%
CHTR	C	-1.1%
CVX	A	-1.09%
ORCL	B	-1.09%
USB	A	-1.07%
BK	A	-1.07%
GILD	C	-1.06%
CAT	B	-1.06%
SPG	B	-1.03%
HD	A	-1.02%
V	A	-1.02%
MO	A	-0.99%
WMT	A	-0.99%
TXN	C	-0.98%
F	C	-0.98%
AIG	B	-0.98%
ACN	C	-0.98%
FDX	B	-0.97%
T	A	-0.97%
TGT	F	-0.96%
RTX	C	-0.95%
GE	D	-0.95%
ABT	B	-0.94%
ADBE	C	-0.94%
MMM	D	-0.94%
IBM	C	-0.93%
QCOM	F	-0.93%
NKE	D	-0.91%
PG	A	-0.91%
GD	F	-0.91%
UNP	C	-0.9%
CVS	D	-0.9%
LMT	D	-0.9%
DUK	C	-0.89%
PEP	F	-0.88%
AMD	F	-0.87%
JNJ	D	-0.87%
VZ	C	-0.87%
KHC	F	-0.85%
BA	F	-0.84%
PFE	D	-0.84%
DOW	F	-0.84%
AMGN	D	-0.84%
TMO	F	-0.83%
CL	D	-0.82%
MRK	F	-0.8%
AMT	D	-0.77%
GOOG	C	-0.48%