LVOL vs. JPUS ETF Comparison

Comparison of American Century Low Volatility ETF (LVOL) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)

LVOL

American Century Low Volatility ETF

LVOL Description

The investment seeks capital appreciation. The fund generally invests in common stocks of U.S. companies that have a market capitalization greater than $2 billion. It seeks to deliver a lower realized portfolio volatility than its benchmark, the S&P 500® Index, by utilizing a stock selection process that expands on traditional measures of price volatility by including measures of asymmetric volatility and seeking securities of businesses that demonstrate consistent cash-flows, stable operations, and strong balance sheets. The fund is an actively managed ETF that does not seek to replicate the performance of a specified index.

Grade (RS Rating)

Last Trade

$56.01

Average Daily Volume

236

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$121.71

Average Daily Volume

7,217

Number of Holdings ^*

355

* may have additional holdings in another (foreign) market

Performance

Period	LVOL	JPUS
30 Days	3.87%	2.15%
60 Days	6.80%	5.88%
90 Days	9.51%	9.05%
12 Months	28.38%	32.53%

55 Overlapping Holdings

Symbol	Grade	Weight in LVOL	Weight in JPUS	Overlap
AAPL	B	7.09%	0.37%	0.37%
ABT	B	1.4%	0.32%	0.32%
ACN	C	2.42%	0.31%	0.31%
AMP	B	0.81%	0.27%	0.27%
APH	B	1.88%	0.4%	0.4%
AVB	A	0.06%	0.32%	0.06%
AVY	F	0.19%	0.28%	0.19%
BKNG	B	0.2%	0.16%	0.16%
BRK.A	C	2.43%	0.38%	0.38%
CB	D	0.64%	0.27%	0.27%
CHE	F	0.07%	0.16%	0.07%
CL	F	0.89%	0.34%	0.34%
CMCSA	B	0.41%	0.41%	0.41%
CMI	B	0.79%	0.39%	0.39%
CSCO	A	2.69%	0.4%	0.4%
CTSH	B	1.42%	0.35%	0.35%
DLB	C	0.09%	0.06%	0.06%
DOX	A	1.31%	0.25%	0.25%
EA	B	0.72%	0.17%	0.17%
ECL	D	0.94%	0.3%	0.3%
FAST	B	0.53%	0.38%	0.38%
GD	B	0.93%	0.37%	0.37%
GOOGL	B	2.34%	0.11%	0.11%
GRMN	B	0.35%	0.43%	0.35%
GWW	A	0.52%	0.41%	0.41%
HIG	C	0.63%	0.38%	0.38%
HOLX	D	0.23%	0.3%	0.23%
IBM	D	0.61%	0.3%	0.3%
INTU	A	1.4%	0.32%	0.32%
IT	B	0.45%	0.31%	0.31%
ITT	A	0.09%	0.23%	0.09%
ITW	B	0.81%	0.33%	0.33%
KMB	D	0.53%	0.35%	0.35%
KO	D	0.87%	0.36%	0.36%
LIN	D	2.29%	0.3%	0.3%
LLY	D	0.13%	0.36%	0.13%
LOW	B	0.5%	0.36%	0.36%
LSTR	C	0.08%	0.04%	0.04%
MAS	D	0.2%	0.3%	0.2%
MDLZ	F	0.19%	0.36%	0.19%
MDT	C	1.73%	0.24%	0.24%
MMC	C	1.88%	0.05%	0.05%
MRK	F	1.55%	0.28%	0.28%
MSFT	C	7.61%	0.36%	0.36%
MSI	A	0.85%	0.4%	0.4%
NTAP	C	0.37%	0.31%	0.31%
ORLY	B	0.14%	0.36%	0.14%
PEP	F	1.07%	0.35%	0.35%
PG	D	2.65%	0.37%	0.37%
PH	B	0.16%	0.36%	0.16%
PKG	B	0.24%	0.29%	0.24%
PSA	D	0.32%	0.35%	0.32%
RSG	B	1.0%	0.38%	0.38%
SYK	A	0.57%	0.27%	0.27%
WM	B	0.85%	0.4%	0.4%

LVOL Overweight 44 Positions Relative to JPUS

Symbol	Grade	Weight
V	B	2.94%
JNJ	D	2.8%
AMZN	B	2.59%
HD	B	2.55%
MA	A	2.47%
COST	B	1.99%
CTAS	A	1.77%
SPGI	D	1.38%
PAYX	A	1.3%
PTC	B	1.27%
HON	B	1.23%
MCD	D	1.1%
BSX	A	1.08%
SHW	B	1.0%
MCO	C	0.84%
ROP	B	0.76%
DOV	B	0.76%
ADSK	A	0.75%
GOOG	B	0.74%
TDY	A	0.67%
NDSN	C	0.55%
CRM	A	0.48%
VRSK	A	0.46%
YUM	C	0.44%
OTIS	B	0.39%
FI	B	0.38%
SNA	A	0.38%
WMT	A	0.37%
IEX	B	0.33%
NOW	B	0.33%
AXP	B	0.3%
BR	A	0.29%
CDW	F	0.21%
FDS	B	0.18%
ZBH	C	0.18%
VRSN	D	0.18%
TROW	B	0.16%
JKHY	C	0.16%
FFIV	B	0.15%
HLT	A	0.14%
CW	A	0.12%
TRV	B	0.09%
GGG	C	0.08%
DCI	A	0.08%

LVOL Underweight 300 Positions Relative to JPUS

Symbol	Grade	Weight
VST	B	-0.58%
ANET	C	-0.49%
CIEN	A	-0.49%
CEG	D	-0.49%
SYF	B	-0.46%
UNM	B	-0.46%
TMUS	A	-0.45%
NRG	B	-0.45%
PWR	A	-0.45%
IRM	C	-0.45%
KMI	A	-0.45%
NVDA	B	-0.44%
TRGP	A	-0.44%
META	B	-0.44%
PFGC	B	-0.44%
ETR	B	-0.43%
PEG	D	-0.43%
JLL	C	-0.43%
USFD	B	-0.42%
COF	B	-0.42%
LAMR	C	-0.42%
WELL	B	-0.42%
PM	C	-0.41%
T	B	-0.41%
SCCO	D	-0.41%
NI	A	-0.41%
HST	C	-0.41%
ETN	A	-0.41%
CASY	B	-0.41%
TOL	B	-0.41%
KR	A	-0.41%
OHI	B	-0.41%
THC	B	-0.4%
AVGO	B	-0.4%
XOM	B	-0.4%
FCNCA	B	-0.4%
IP	B	-0.4%
ABBV	B	-0.4%
UTHR	B	-0.4%
SPG	A	-0.4%
NVR	D	-0.39%
PHM	D	-0.39%
KVUE	A	-0.39%
NXST	C	-0.39%
PPL	B	-0.39%
ORCL	A	-0.39%
ADI	D	-0.39%
VZ	D	-0.39%
K	A	-0.39%
SO	D	-0.39%
ALSN	A	-0.39%
AFL	D	-0.39%
FYBR	C	-0.39%
CLH	B	-0.39%
JNPR	C	-0.39%
WMB	B	-0.39%
STLD	B	-0.38%
CVS	F	-0.38%
COR	B	-0.38%
PGR	B	-0.38%
DUK	D	-0.38%
FANG	D	-0.38%
AMGN	C	-0.38%
INGR	B	-0.38%
MCK	B	-0.38%
BAH	B	-0.38%
TAP	C	-0.38%
AM	B	-0.38%
REG	B	-0.38%
PNW	B	-0.38%
BRX	A	-0.37%
X	C	-0.37%
LEN	D	-0.37%
VLO	D	-0.37%
EIX	D	-0.37%
ED	D	-0.37%
LMT	D	-0.37%
VRTX	A	-0.37%
HRB	D	-0.37%
DKS	D	-0.37%
FE	D	-0.36%
GLPI	D	-0.36%
HCA	D	-0.36%
CUBE	D	-0.36%
DGX	B	-0.36%
RS	B	-0.36%
ADM	F	-0.36%
MTG	D	-0.36%
HRL	F	-0.36%
MO	B	-0.36%
KHC	F	-0.36%
POST	D	-0.36%
SYY	C	-0.36%
ESS	C	-0.36%
AZO	D	-0.35%
CAG	F	-0.35%
CPB	D	-0.35%
SRE	A	-0.35%
KLAC	F	-0.35%
UHS	D	-0.35%
GIS	F	-0.35%
DHI	D	-0.35%
CE	F	-0.35%
FNF	C	-0.35%
D	C	-0.35%
TSCO	C	-0.34%
CTRA	C	-0.34%
XEL	B	-0.34%
GILD	B	-0.34%
MPC	F	-0.34%
BG	F	-0.34%
CLX	B	-0.34%
CHTR	B	-0.34%
CI	F	-0.34%
WLK	F	-0.34%
EMN	D	-0.34%
MRO	B	-0.34%
VICI	D	-0.34%
WEC	B	-0.34%
HUBB	B	-0.34%
DVA	D	-0.34%
TSN	D	-0.34%
OGE	A	-0.34%
WY	D	-0.33%
CTVA	C	-0.33%
CVX	B	-0.33%
KIM	A	-0.33%
UGI	D	-0.33%
UNH	B	-0.33%
EXC	D	-0.33%
AEP	D	-0.33%
BLDR	D	-0.33%
ACGL	D	-0.33%
PSX	F	-0.33%
LYB	F	-0.33%
EVRG	B	-0.33%
CDNS	B	-0.32%
PAG	C	-0.32%
CHD	C	-0.32%
CAH	B	-0.32%
WSM	F	-0.32%
OC	B	-0.32%
TJX	C	-0.32%
QCOM	C	-0.31%
NFG	C	-0.31%
STZ	F	-0.31%
AMAT	D	-0.31%
DTE	D	-0.31%
REGN	F	-0.31%
AOS	F	-0.31%
CF	B	-0.31%
EG	D	-0.3%
ESI	B	-0.3%
LNG	A	-0.3%
ACI	C	-0.3%
HBAN	B	-0.3%
ZTS	F	-0.29%
BAC	B	-0.29%
EOG	B	-0.29%
DOW	F	-0.29%
CMS	D	-0.29%
GNTX	D	-0.29%
ORI	B	-0.29%
NUE	C	-0.29%
FITB	B	-0.29%
HPE	B	-0.29%
DHR	F	-0.28%
ELV	F	-0.27%
RPM	B	-0.27%
LH	A	-0.27%
UNP	D	-0.27%
LRCX	D	-0.27%
JEF	B	-0.27%
CBOE	D	-0.27%
CAT	B	-0.27%
STE	F	-0.26%
HSY	F	-0.26%
OLN	F	-0.26%
DINO	F	-0.26%
KDP	F	-0.26%
COP	C	-0.26%
VTR	B	-0.26%
SPB	C	-0.26%
FCX	C	-0.26%
LDOS	A	-0.25%
MSM	C	-0.25%
STAG	D	-0.25%
SNX	B	-0.25%
WST	C	-0.25%
BBY	D	-0.24%
IFF	F	-0.24%
RVTY	B	-0.24%
ALLY	C	-0.24%
BRBR	A	-0.23%
ROST	D	-0.23%
GEHC	D	-0.23%
PK	C	-0.23%
CNM	D	-0.23%
BMY	C	-0.23%
DRI	B	-0.23%
TGT	F	-0.23%
WPC	D	-0.22%
ASH	F	-0.22%
TKR	F	-0.22%
SJM	D	-0.22%
VTRS	B	-0.22%
SAM	C	-0.22%
EQR	D	-0.21%
MAA	C	-0.21%
COKE	D	-0.21%
NEM	D	-0.21%
PR	C	-0.21%
APO	B	-0.21%
CLF	D	-0.21%
FLO	F	-0.21%
OMF	A	-0.21%
EXP	B	-0.2%
BDX	F	-0.2%
PPC	B	-0.2%
BPOP	D	-0.2%
MEDP	D	-0.19%
STWD	D	-0.19%
GAP	C	-0.19%
F	D	-0.18%
NEU	D	-0.18%
NNN	D	-0.18%
EPR	D	-0.18%
M	C	-0.18%
HUN	F	-0.18%
CCI	D	-0.17%
SCI	A	-0.17%
CPT	C	-0.17%
KRC	B	-0.17%
MOS	C	-0.17%
ATO	A	-0.16%
TMO	F	-0.16%
RHI	C	-0.16%
CSL	C	-0.16%
CACI	B	-0.16%
RGA	B	-0.16%
DTM	A	-0.16%
R	A	-0.16%
HIW	B	-0.16%
FR	D	-0.16%
MOH	F	-0.15%
SWKS	F	-0.15%
IPG	F	-0.15%
STT	B	-0.13%
UI	B	-0.13%
FBIN	D	-0.13%
WRB	B	-0.12%
WU	F	-0.12%
DFS	B	-0.12%
SMG	D	-0.12%
CSX	B	-0.12%
CRUS	F	-0.11%
VIRT	A	-0.11%
USB	B	-0.11%
OXY	F	-0.1%
SAIC	B	-0.1%
SLM	B	-0.1%
PRU	C	-0.1%
PFG	C	-0.1%
VVV	B	-0.1%
CARR	D	-0.09%
RF	B	-0.09%
RGLD	B	-0.09%
FRT	C	-0.09%
DVN	F	-0.09%
EGP	D	-0.07%
IRDM	C	-0.07%
LOPE	A	-0.07%
LPX	B	-0.07%
RMD	B	-0.07%
AFG	B	-0.06%
KEY	B	-0.06%
TNL	A	-0.06%
CFG	B	-0.06%
GEN	B	-0.06%
RBC	A	-0.06%
NKE	F	-0.06%
ADBE	F	-0.05%
NSA	D	-0.05%
PCAR	B	-0.05%
CBRE	A	-0.05%
RRC	C	-0.05%
CWEN	D	-0.05%
SSNC	C	-0.04%
VLTO	D	-0.04%
AGO	B	-0.04%
FTRE	D	-0.03%
CRI	F	-0.03%
HOG	F	-0.03%
MNST	B	-0.03%
LEG	F	-0.02%
IDA	A	-0.02%
PLD	F	-0.01%
KSS	F	-0.01%
SON	F	-0.01%
ROKU	C	-0.0%