MTUM vs. JPUS ETF Comparison
Comparison of iShares MSCI USA Momentum Factor ETF (MTUM) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)
MTUM
iShares MSCI USA Momentum Factor ETF
MTUM Description
The investment seeks to track the performance of an index that measures the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Momentum Index (the "underlying index") consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.
Grade (RS Rating)
Last Trade
$214.91
Average Daily Volume
840,198
Number of Holdings
*
124
* 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
$122.50
Average Daily Volume
6,905
Number of Holdings
*
355
* may have additional holdings in another (foreign) market
Performance
| Period | MTUM | JPUS |
|---|---|---|
| 30 Days | 3.53% | 2.72% |
| 60 Days | 6.25% | 2.86% |
| 90 Days | 8.85% | 5.12% |
| 12 Months | 43.02% | 27.89% |
68 Overlapping Holdings
| Symbol | Grade | Weight in MTUM | Weight in JPUS | Overlap | |
|---|---|---|---|---|---|
| ACGL | D | 0.35% | 0.31% | 0.31% | |
| AEP | D | 0.4% | 0.31% | 0.31% | |
| AFL | B | 0.78% | 0.38% | 0.38% | |
| ALLY | C | 0.06% | 0.24% | 0.06% | |
| ANET | C | 1.17% | 0.47% | 0.47% | |
| APH | A | 0.97% | 0.42% | 0.42% | |
| AVB | B | 0.29% | 0.31% | 0.29% | |
| AVGO | D | 4.72% | 0.38% | 0.38% | |
| CB | C | 0.9% | 0.27% | 0.27% | |
| CBRE | B | 0.34% | 0.05% | 0.05% | |
| CEG | D | 1.12% | 0.42% | 0.42% | |
| CFG | B | 0.11% | 0.07% | 0.07% | |
| CL | D | 0.79% | 0.32% | 0.32% | |
| CPT | B | 0.07% | 0.17% | 0.07% | |
| CSL | C | 0.23% | 0.17% | 0.17% | |
| DFS | B | 0.38% | 0.13% | 0.13% | |
| DGX | A | 0.09% | 0.36% | 0.09% | |
| DHI | D | 0.37% | 0.33% | 0.33% | |
| DKS | C | 0.1% | 0.36% | 0.1% | |
| DUK | C | 0.88% | 0.36% | 0.36% | |
| DVA | B | 0.07% | 0.37% | 0.07% | |
| EIX | B | 0.26% | 0.36% | 0.26% | |
| EQR | B | 0.17% | 0.2% | 0.17% | |
| ESS | B | 0.15% | 0.37% | 0.15% | |
| FITB | A | 0.25% | 0.31% | 0.25% | |
| FNF | B | 0.08% | 0.35% | 0.08% | |
| GRMN | B | 0.42% | 0.43% | 0.42% | |
| HIG | B | 0.46% | 0.39% | 0.39% | |
| IFF | D | 0.16% | 0.21% | 0.16% | |
| IP | B | 0.15% | 0.46% | 0.15% | |
| IRM | D | 0.48% | 0.39% | 0.39% | |
| K | A | 0.29% | 0.38% | 0.29% | |
| KDP | D | 0.3% | 0.26% | 0.26% | |
| KLAC | D | 0.8% | 0.32% | 0.32% | |
| KO | D | 2.71% | 0.33% | 0.33% | |
| LDOS | C | 0.24% | 0.22% | 0.22% | |
| LEN | D | 0.28% | 0.36% | 0.28% | |
| LLY | F | 3.82% | 0.33% | 0.33% | |
| LMT | D | 1.37% | 0.36% | 0.36% | |
| MAA | B | 0.12% | 0.21% | 0.12% | |
| MO | A | 1.19% | 0.39% | 0.39% | |
| MSI | B | 1.0% | 0.43% | 0.43% | |
| NEM | D | 0.79% | 0.18% | 0.18% | |
| NI | A | 0.09% | 0.41% | 0.09% | |
| NRG | B | 0.27% | 0.46% | 0.27% | |
| NTAP | C | 0.31% | 0.31% | 0.31% | |
| NVDA | C | 5.34% | 0.45% | 0.45% | |
| NVR | D | 0.23% | 0.38% | 0.23% | |
| PEG | A | 0.5% | 0.41% | 0.41% | |
| PGR | A | 1.88% | 0.39% | 0.39% | |
| PHM | D | 0.31% | 0.38% | 0.31% | |
| PKG | A | 0.16% | 0.3% | 0.16% | |
| PM | B | 2.93% | 0.39% | 0.39% | |
| PWR | A | 0.43% | 0.46% | 0.43% | |
| RMD | C | 0.29% | 0.07% | 0.07% | |
| RSG | A | 0.36% | 0.4% | 0.36% | |
| SO | D | 1.15% | 0.37% | 0.37% | |
| SYF | B | 0.22% | 0.52% | 0.22% | |
| TJX | A | 1.09% | 0.34% | 0.34% | |
| TRGP | B | 0.61% | 0.5% | 0.5% | |
| UHS | D | 0.11% | 0.33% | 0.11% | |
| UTHR | C | 0.15% | 0.42% | 0.15% | |
| VLTO | D | 0.31% | 0.04% | 0.04% | |
| VRTX | F | 0.95% | 0.37% | 0.37% | |
| VST | B | 0.82% | 0.64% | 0.64% | |
| VTR | C | 0.31% | 0.25% | 0.25% | |
| WELL | A | 0.84% | 0.4% | 0.4% | |
| WMB | A | 0.63% | 0.41% | 0.41% |
MTUM Overweight 56 Positions Relative to JPUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 5.48% | |
| WMT | A | 4.93% | |
| COST | B | 3.63% | |
| GE | D | 2.96% | |
| NEE | D | 2.24% | |
| RTX | C | 2.19% | |
| GS | A | 2.0% | |
| TXN | C | 1.86% | |
| ISRG | A | 1.54% | |
| AXP | A | 1.53% | |
| KKR | A | 1.3% | |
| BSX | B | 1.25% | |
| MMM | D | 1.21% | |
| TT | A | 1.13% | |
| C | A | 1.08% | |
| PLTR | B | 1.02% | |
| CTAS | B | 0.91% | |
| FI | A | 0.9% | |
| MSTR | C | 0.89% | |
| APP | B | 0.74% | |
| HWM | A | 0.73% | |
| ICE | C | 0.72% | |
| TDG | D | 0.7% | |
| MCO | B | 0.7% | |
| VRT | B | 0.63% | |
| FICO | B | 0.6% | |
| AJG | B | 0.59% | |
| DELL | C | 0.49% | |
| BK | A | 0.48% | |
| ALL | A | 0.41% | |
| EME | C | 0.38% | |
| GDDY | A | 0.34% | |
| TPL | A | 0.33% | |
| WAB | B | 0.33% | |
| AXON | A | 0.32% | |
| ALNY | D | 0.3% | |
| NDAQ | A | 0.28% | |
| BRO | B | 0.27% | |
| EBAY | D | 0.25% | |
| MPWR | F | 0.24% | |
| LII | A | 0.24% | |
| TYL | B | 0.23% | |
| SW | A | 0.22% | |
| DOV | A | 0.22% | |
| HEI | B | 0.16% | |
| HOOD | B | 0.15% | |
| ERIE | D | 0.13% | |
| HEI | B | 0.12% | |
| AMCR | D | 0.08% | |
| DOC | D | 0.08% | |
| FOXA | B | 0.07% | |
| FOX | A | 0.07% | |
| CHRW | C | 0.06% | |
| UDR | B | 0.05% | |
| LNT | A | 0.05% | |
| EQH | B | 0.03% |
MTUM Underweight 287 Positions Relative to JPUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| CIEN | B | -0.52% | |
| UNM | A | -0.51% | |
| KMI | A | -0.48% | |
| TMUS | B | -0.47% | |
| PFGC | B | -0.46% | |
| ETR | B | -0.46% | |
| MCK | B | -0.46% | |
| COF | B | -0.45% | |
| USFD | A | -0.44% | |
| ETN | A | -0.43% | |
| TAP | C | -0.43% | |
| KR | B | -0.43% | |
| GWW | B | -0.43% | |
| FCNCA | A | -0.43% | |
| ALSN | B | -0.42% | |
| INGR | B | -0.42% | |
| CMCSA | B | -0.42% | |
| TOL | B | -0.42% | |
| META | D | -0.42% | |
| CMI | A | -0.42% | |
| XOM | B | -0.41% | |
| CSCO | B | -0.41% | |
| JLL | D | -0.41% | |
| ORCL | B | -0.41% | |
| CLH | B | -0.41% | |
| WM | A | -0.41% | |
| SPG | B | -0.41% | |
| CASY | A | -0.41% | |
| VLO | C | -0.4% | |
| HST | C | -0.4% | |
| CHTR | C | -0.4% | |
| THC | D | -0.4% | |
| T | A | -0.4% | |
| FANG | D | -0.39% | |
| BRK.A | B | -0.39% | |
| PH | A | -0.39% | |
| KVUE | A | -0.39% | |
| PNW | B | -0.39% | |
| LAMR | D | -0.39% | |
| PPL | B | -0.39% | |
| COR | B | -0.39% | |
| FAST | B | -0.39% | |
| RS | B | -0.38% | |
| VZ | C | -0.38% | |
| JNPR | F | -0.38% | |
| AM | A | -0.38% | |
| OHI | C | -0.38% | |
| REG | B | -0.38% | |
| STLD | B | -0.38% | |
| LOW | D | -0.37% | |
| TSN | B | -0.37% | |
| SRE | A | -0.37% | |
| ORLY | B | -0.37% | |
| FYBR | D | -0.37% | |
| MRO | B | -0.37% | |
| BRX | A | -0.37% | |
| CTSH | B | -0.37% | |
| CAH | B | -0.36% | |
| NXST | C | -0.36% | |
| GD | F | -0.36% | |
| HRB | D | -0.36% | |
| INTU | C | -0.36% | |
| OGE | B | -0.36% | |
| AAPL | C | -0.36% | |
| SCCO | F | -0.36% | |
| XEL | A | -0.36% | |
| MPC | D | -0.36% | |
| SYY | B | -0.36% | |
| CVS | D | -0.36% | |
| PG | A | -0.36% | |
| GILD | C | -0.35% | |
| MTG | C | -0.35% | |
| HUBB | B | -0.35% | |
| MSFT | F | -0.35% | |
| CI | F | -0.35% | |
| CTRA | B | -0.35% | |
| PSX | C | -0.35% | |
| AMGN | D | -0.35% | |
| CUBE | D | -0.35% | |
| CLX | B | -0.35% | |
| ADI | D | -0.35% | |
| POST | C | -0.35% | |
| AZO | C | -0.35% | |
| HRL | D | -0.35% | |
| CVX | A | -0.35% | |
| ADM | D | -0.34% | |
| PSA | D | -0.34% | |
| D | C | -0.34% | |
| PAG | B | -0.34% | |
| ITW | B | -0.34% | |
| KHC | F | -0.34% | |
| HCA | F | -0.34% | |
| GLPI | C | -0.34% | |
| FE | C | -0.34% | |
| CHD | B | -0.34% | |
| ED | D | -0.34% | |
| WEC | A | -0.34% | |
| BG | F | -0.34% | |
| LNG | B | -0.34% | |
| TSCO | D | -0.34% | |
| KMB | D | -0.34% | |
| BLDR | D | -0.34% | |
| OC | A | -0.34% | |
| UNH | C | -0.34% | |
| PEP | F | -0.34% | |
| EVRG | A | -0.34% | |
| CPB | D | -0.33% | |
| CDNS | B | -0.33% | |
| VICI | C | -0.33% | |
| GIS | D | -0.33% | |
| MDLZ | F | -0.33% | |
| HBAN | A | -0.33% | |
| ABBV | D | -0.33% | |
| X | C | -0.33% | |
| KIM | A | -0.33% | |
| BAH | F | -0.32% | |
| WLK | D | -0.32% | |
| CAG | D | -0.32% | |
| EOG | A | -0.32% | |
| IT | C | -0.32% | |
| ACN | C | -0.32% | |
| EMN | D | -0.32% | |
| CF | B | -0.32% | |
| BAC | A | -0.31% | |
| ACI | C | -0.31% | |
| AMAT | F | -0.31% | |
| LYB | F | -0.31% | |
| EXC | C | -0.31% | |
| UGI | A | -0.31% | |
| ABT | B | -0.31% | |
| WY | D | -0.31% | |
| WSM | B | -0.31% | |
| STZ | D | -0.31% | |
| MAS | D | -0.3% | |
| QCOM | F | -0.3% | |
| DTE | C | -0.3% | |
| AOS | F | -0.3% | |
| NUE | C | -0.3% | |
| IBM | C | -0.3% | |
| ESI | A | -0.3% | |
| NFG | A | -0.3% | |
| CTVA | C | -0.3% | |
| HPE | B | -0.3% | |
| JEF | A | -0.3% | |
| ORI | A | -0.3% | |
| ECL | D | -0.29% | |
| AMP | A | -0.29% | |
| LH | C | -0.28% | |
| CAT | B | -0.28% | |
| CMS | C | -0.28% | |
| HOLX | D | -0.28% | |
| GNTX | C | -0.28% | |
| EG | C | -0.28% | |
| RPM | A | -0.28% | |
| COP | C | -0.28% | |
| SYK | C | -0.28% | |
| LIN | D | -0.28% | |
| ZTS | D | -0.27% | |
| SPB | C | -0.27% | |
| WST | C | -0.27% | |
| UNP | C | -0.27% | |
| DHR | F | -0.27% | |
| HSY | F | -0.26% | |
| OLN | D | -0.26% | |
| MRK | F | -0.26% | |
| DOW | F | -0.26% | |
| REGN | F | -0.26% | |
| ELV | F | -0.26% | |
| LRCX | F | -0.26% | |
| AVY | D | -0.26% | |
| DINO | D | -0.26% | |
| FCX | D | -0.25% | |
| STE | F | -0.25% | |
| MSM | C | -0.25% | |
| CBOE | B | -0.25% | |
| BMY | B | -0.25% | |
| BBY | D | -0.24% | |
| ITT | A | -0.24% | |
| SAM | C | -0.24% | |
| PK | B | -0.24% | |
| TGT | F | -0.24% | |
| SNX | C | -0.24% | |
| DRI | B | -0.24% | |
| DOX | D | -0.24% | |
| BRBR | A | -0.24% | |
| MDT | D | -0.23% | |
| RVTY | F | -0.23% | |
| PR | B | -0.23% | |
| ROST | C | -0.23% | |
| APO | B | -0.23% | |
| STAG | F | -0.23% | |
| VTRS | A | -0.23% | |
| GEHC | F | -0.22% | |
| OMF | A | -0.22% | |
| FLO | D | -0.21% | |
| EXP | A | -0.21% | |
| COKE | C | -0.21% | |
| WPC | D | -0.21% | |
| PPC | C | -0.21% | |
| CNM | D | -0.21% | |
| BPOP | B | -0.21% | |
| SJM | D | -0.21% | |
| GAP | C | -0.2% | |
| CE | F | -0.2% | |
| F | C | -0.19% | |
| EA | A | -0.19% | |
| BDX | F | -0.19% | |
| MEDP | D | -0.19% | |
| TKR | D | -0.19% | |
| ASH | D | -0.19% | |
| R | B | -0.18% | |
| BKNG | A | -0.18% | |
| CLF | F | -0.18% | |
| STWD | C | -0.18% | |
| SCI | B | -0.18% | |
| M | D | -0.18% | |
| NEU | C | -0.18% | |
| MOS | F | -0.17% | |
| UI | A | -0.17% | |
| RGA | A | -0.17% | |
| EPR | D | -0.17% | |
| RHI | B | -0.17% | |
| DTM | B | -0.17% | |
| CCI | D | -0.16% | |
| FR | C | -0.16% | |
| HUN | F | -0.16% | |
| ATO | A | -0.16% | |
| NNN | D | -0.16% | |
| KRC | C | -0.16% | |
| CHE | D | -0.16% | |
| HIW | D | -0.15% | |
| IPG | D | -0.15% | |
| TMO | F | -0.15% | |
| CACI | D | -0.14% | |
| SWKS | F | -0.14% | |
| MOH | F | -0.14% | |
| STT | A | -0.13% | |
| CSX | B | -0.13% | |
| FBIN | D | -0.12% | |
| WRB | A | -0.12% | |
| VIRT | B | -0.12% | |
| SLM | A | -0.11% | |
| VVV | F | -0.11% | |
| USB | A | -0.11% | |
| GOOGL | C | -0.11% | |
| WU | D | -0.11% | |
| DVN | F | -0.1% | |
| CRUS | D | -0.1% | |
| OXY | D | -0.1% | |
| SMG | D | -0.1% | |
| PRU | A | -0.1% | |
| PFG | D | -0.1% | |
| CARR | D | -0.09% | |
| LOPE | B | -0.09% | |
| FRT | B | -0.09% | |
| RF | A | -0.09% | |
| RGLD | C | -0.08% | |
| SAIC | F | -0.08% | |
| LPX | B | -0.08% | |
| TNL | A | -0.07% | |
| RBC | A | -0.07% | |
| GEN | B | -0.07% | |
| PCAR | B | -0.06% | |
| DLB | B | -0.06% | |
| NKE | D | -0.06% | |
| AFG | A | -0.06% | |
| KEY | B | -0.06% | |
| EGP | F | -0.06% | |
| IRDM | D | -0.06% | |
| AGO | B | -0.05% | |
| ADBE | C | -0.05% | |
| NSA | D | -0.05% | |
| CWEN | C | -0.05% | |
| MMC | B | -0.05% | |
| RRC | B | -0.05% | |
| SSNC | B | -0.04% | |
| LSTR | D | -0.04% | |
| CRI | D | -0.03% | |
| FTRE | D | -0.03% | |
| HOG | D | -0.03% | |
| MNST | C | -0.03% | |
| LEG | F | -0.02% | |
| IDA | A | -0.02% | |
| PLD | D | -0.01% | |
| KSS | F | -0.01% | |
| SON | D | -0.01% | |
| ROKU | D | -0.0% |
MTUM: Top Represented Industries & Keywords
Industries:
REIT - Residential
Utilities - Regulated Electric
Aerospace & Defense
Packaging & Containers
Residential Construction
Semiconductors
Biotechnology
Business Services
Credit Services
Diversified Industrials
Insurance - Diversified
Insurance - Property & Casualty
Insurance Brokers
REIT - Healthcare Facilities
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Asset Management
Banks - Global
Banks - Regional - US
JPUS: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Packaged Foods
Oil & Gas E&P
Specialty Chemicals
Banks - Regional - US
Information Technology Services
REIT - Industrial
REIT - Retail
Communication Equipment
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Household & Personal Products
REIT - Diversified
Semiconductors
Specialty Retail
Utilities - Diversified
Beverages - Soft Drinks
Building Materials
Chemicals
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