NZAC vs. JPUS ETF Comparison

Comparison of SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)

NZAC

SPDR MSCI ACWI Climate Paris Aligned ETF

NZAC Description

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to exceed the minimum standards for a "Paris-Aligned Benchmark" under the EU BMR. A Paris-Aligned Benchmark is designed to align with a principal objective of the Paris Agreement to limit the increase in the global average temperature to well below 2 degrees Celsius above pre-industrial levels.

Grade (RS Rating)

Last Trade

$37.32

Average Daily Volume

6,937

Number of Holdings ^*

370

* 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	NZAC	JPUS
30 Days	0.97%	2.72%
60 Days	0.81%	2.86%
90 Days	2.64%	5.12%
12 Months	25.98%	27.89%

139 Overlapping Holdings

Symbol	Grade	Weight in NZAC	Weight in JPUS	Overlap
AAPL	C	4.47%	0.36%	0.36%
ABBV	D	0.6%	0.33%	0.33%
ABBV	D	0.34%	0.33%	0.33%
ABT	B	0.19%	0.31%	0.19%
ACGL	D	0.12%	0.31%	0.12%
ACN	C	0.39%	0.32%	0.32%
ADBE	C	0.35%	0.05%	0.05%
ADI	D	0.46%	0.35%	0.35%
AFG	A	0.07%	0.06%	0.06%
AFL	B	0.28%	0.38%	0.28%
ALLY	C	0.02%	0.24%	0.02%
AMAT	F	0.12%	0.31%	0.12%
AMGN	D	0.21%	0.35%	0.21%
AMP	A	0.16%	0.29%	0.16%
ANET	C	0.06%	0.47%	0.06%
APH	A	0.11%	0.42%	0.11%
APO	B	0.17%	0.23%	0.17%
AVB	B	0.12%	0.31%	0.12%
AVGO	D	1.1%	0.38%	0.38%
AZO	C	0.1%	0.35%	0.1%
BAC	A	0.44%	0.31%	0.31%
BAH	F	0.03%	0.32%	0.03%
BDX	F	0.11%	0.19%	0.11%
BKNG	A	0.24%	0.18%	0.18%
BMY	B	0.24%	0.25%	0.24%
BRK.A	B	0.39%	0.39%	0.39%
CARR	D	0.03%	0.09%	0.03%
CB	C	0.24%	0.27%	0.24%
CBOE	B	0.03%	0.25%	0.03%
CBRE	B	0.18%	0.05%	0.05%
CCI	D	0.07%	0.16%	0.07%
CEG	D	0.04%	0.42%	0.04%
CHD	B	0.1%	0.34%	0.1%
CHTR	C	0.07%	0.4%	0.07%
CLX	B	0.01%	0.35%	0.01%
CMCSA	B	0.25%	0.42%	0.25%
COF	B	0.14%	0.45%	0.14%
CSCO	B	0.4%	0.41%	0.4%
CSX	B	0.09%	0.13%	0.09%
CTSH	B	0.08%	0.37%	0.08%
DFS	B	0.09%	0.13%	0.09%
DGX	A	0.02%	0.36%	0.02%
DHI	D	0.06%	0.33%	0.06%
DHR	F	0.19%	0.27%	0.19%
EA	A	0.01%	0.19%	0.01%
ECL	D	0.06%	0.29%	0.06%
EG	C	0.03%	0.28%	0.03%
EIX	B	0.81%	0.36%	0.36%
ELV	F	0.17%	0.26%	0.17%
EQR	B	0.07%	0.2%	0.07%
ESS	B	0.1%	0.37%	0.1%
ETN	A	0.28%	0.43%	0.28%
FAST	B	0.17%	0.39%	0.17%
GILD	C	0.06%	0.35%	0.06%
GIS	D	0.08%	0.33%	0.08%
GOOGL	C	1.03%	0.11%	0.11%
GRMN	B	0.08%	0.43%	0.08%
GWW	B	0.21%	0.43%	0.21%
HBAN	A	0.02%	0.33%	0.02%
HIG	B	0.12%	0.39%	0.12%
HOLX	D	0.05%	0.28%	0.05%
HPE	B	0.16%	0.3%	0.16%
HSY	F	0.05%	0.26%	0.05%
IBM	C	0.6%	0.3%	0.3%
INTU	C	0.31%	0.36%	0.31%
IPG	D	0.01%	0.15%	0.01%
IRM	D	0.06%	0.39%	0.06%
IT	C	0.03%	0.32%	0.03%
ITW	B	0.33%	0.34%	0.33%
JNPR	F	0.13%	0.38%	0.13%
KDP	D	0.08%	0.26%	0.08%
KLAC	D	0.15%	0.32%	0.15%
KVUE	A	0.01%	0.39%	0.01%
LEN	D	0.06%	0.36%	0.06%
LH	C	0.02%	0.28%	0.02%
LIN	D	0.07%	0.28%	0.07%
LLY	F	0.94%	0.33%	0.33%
LOW	D	0.25%	0.37%	0.25%
LRCX	F	0.1%	0.26%	0.1%
MAS	D	0.01%	0.3%	0.01%
MDT	D	0.23%	0.23%	0.23%
META	D	1.62%	0.42%	0.42%
MMC	B	0.2%	0.05%	0.05%
MNST	C	0.03%	0.03%	0.03%
MOH	F	0.02%	0.14%	0.02%
MRK	F	0.47%	0.26%	0.26%
MSFT	F	4.03%	0.35%	0.35%
MSI	B	0.27%	0.43%	0.27%
NEM	D	0.08%	0.18%	0.08%
NKE	D	0.11%	0.06%	0.06%
NTAP	C	0.06%	0.31%	0.06%
NVDA	C	4.67%	0.45%	0.45%
NVR	D	0.03%	0.38%	0.03%
ORCL	B	0.59%	0.41%	0.41%
ORLY	B	0.18%	0.37%	0.18%
PCAR	B	0.06%	0.06%	0.06%
PGR	A	0.22%	0.39%	0.22%
PH	A	0.25%	0.39%	0.25%
PHM	D	0.04%	0.38%	0.04%
PLD	D	0.21%	0.01%	0.01%
PRU	A	0.15%	0.1%	0.1%
PSA	D	0.11%	0.34%	0.11%
PWR	A	0.24%	0.46%	0.24%
QCOM	F	0.26%	0.3%	0.26%
REG	B	0.08%	0.38%	0.08%
REGN	F	0.1%	0.26%	0.1%
RF	A	0.07%	0.09%	0.07%
RMD	C	0.07%	0.07%	0.07%
ROST	C	0.09%	0.23%	0.09%
RS	B	0.08%	0.38%	0.08%
RVTY	F	0.07%	0.23%	0.07%
SCCO	F	0.08%	0.36%	0.08%
SPG	B	0.15%	0.41%	0.15%
STE	F	0.03%	0.25%	0.03%
STLD	B	0.01%	0.38%	0.01%
STT	A	0.02%	0.13%	0.02%
STZ	D	0.03%	0.31%	0.03%
SWKS	F	0.01%	0.14%	0.01%
SYF	B	0.09%	0.52%	0.09%
SYK	C	0.25%	0.28%	0.25%
T	A	0.18%	0.4%	0.18%
TGT	F	0.02%	0.24%	0.02%
TJX	A	0.36%	0.34%	0.34%
TMO	F	0.32%	0.15%	0.15%
TMUS	B	0.13%	0.47%	0.13%
UNH	C	0.77%	0.34%	0.34%
UNP	C	0.21%	0.27%	0.21%
USB	A	0.12%	0.11%	0.11%
VICI	C	0.03%	0.33%	0.03%
VLTO	D	0.03%	0.04%	0.03%
VRTX	F	0.14%	0.37%	0.14%
VTR	C	0.06%	0.25%	0.06%
VZ	C	0.21%	0.38%	0.21%
WELL	A	0.15%	0.4%	0.15%
WM	A	0.1%	0.41%	0.1%
WPC	D	0.01%	0.21%	0.01%
WRB	A	0.07%	0.12%	0.07%
WST	C	0.02%	0.27%	0.02%
ZTS	D	0.16%	0.27%	0.16%

NZAC Overweight 231 Positions Relative to JPUS

Symbol	Grade	Weight
AMZN	C	2.38%
GOOG	C	1.45%
TSLA	B	1.32%
JPM	A	1.09%
V	A	0.75%
MA	C	0.65%
JNJ	D	0.62%
HD	A	0.58%
SHW	A	0.56%
NFLX	A	0.49%
CRM	B	0.42%
NVS	D	0.41%
NOW	A	0.39%
DLR	B	0.39%
SPGI	C	0.38%
ACM	A	0.36%
MCD	D	0.36%
XYL	D	0.36%
AXP	A	0.36%
WMT	A	0.35%
EQIX	A	0.33%
BSX	B	0.31%
ISRG	A	0.31%
DIS	B	0.29%
TXN	C	0.27%
AMD	F	0.27%
BLK	C	0.27%
MS	A	0.26%
WFC	A	0.25%
BABA	D	0.24%
PNR	A	0.23%
MCO	B	0.22%
MET	A	0.21%
ADP	B	0.2%
SCHW	B	0.19%
TD	F	0.19%
PFE	D	0.19%
PNC	B	0.19%
GLW	B	0.19%
BX	A	0.19%
FI	A	0.18%
INTC	D	0.18%
FFIV	B	0.18%
UBER	D	0.17%
SONY	B	0.17%
FSLR	F	0.16%
AME	A	0.16%
SBUX	A	0.15%
TRV	B	0.15%
EBAY	D	0.14%
HDB	C	0.14%
ALL	A	0.14%
DE	A	0.14%
PANW	C	0.14%
AIG	B	0.14%
MELI	D	0.14%
TDG	D	0.13%
ICE	C	0.13%
BK	A	0.13%
KKR	A	0.13%
PYPL	B	0.13%
CDW	F	0.13%
SHOP	B	0.12%
MRVL	B	0.12%
CME	A	0.12%
PPG	F	0.11%
AMT	D	0.11%
AON	A	0.11%
EW	C	0.11%
LI	F	0.11%
INFY	B	0.11%
MTB	A	0.1%
EQH	B	0.1%
IQV	D	0.1%
DEO	F	0.1%
TDY	B	0.1%
FTNT	C	0.09%
AIZ	A	0.09%
MU	D	0.09%
ADSK	A	0.09%
ALLE	D	0.09%
FTV	C	0.09%
PDD	F	0.08%
PAYX	C	0.08%
LULU	C	0.08%
MUFG	B	0.08%
WAB	B	0.08%
ROK	B	0.08%
BR	A	0.08%
O	D	0.07%
FIS	C	0.07%
CINF	A	0.07%
BXP	D	0.07%
UPS	C	0.07%
TRMB	B	0.07%
PLTR	B	0.07%
HSBH	B	0.07%
CMG	B	0.07%
AJG	B	0.07%
MKL	A	0.07%
WIT	A	0.07%
WTW	B	0.07%
YUM	B	0.07%
A	D	0.06%
MTD	D	0.06%
TCOM	B	0.06%
GS	A	0.06%
AXON	A	0.06%
IDXX	F	0.06%
KEYS	A	0.06%
HUM	C	0.06%
CPAY	A	0.05%
LYV	A	0.05%
VRSK	A	0.05%
NTRS	A	0.05%
ZBH	C	0.05%
ABNB	C	0.05%
GPN	B	0.05%
TROW	B	0.05%
URI	B	0.05%
TTD	B	0.05%
ULTA	F	0.05%
HSIC	B	0.05%
ENPH	F	0.05%
BRO	B	0.05%
COIN	C	0.04%
ILMN	D	0.04%
RJF	A	0.04%
DXCM	D	0.04%
NSC	B	0.04%
FOXA	B	0.04%
UHAL	D	0.04%
CTAS	B	0.04%
BCS	C	0.04%
XPEV	C	0.04%
CPRT	A	0.04%
NDAQ	A	0.04%
EXR	D	0.04%
IEX	B	0.04%
ALGN	D	0.03%
EFX	F	0.03%
WDAY	B	0.03%
AZN	D	0.03%
AVTR	F	0.03%
XRX	F	0.03%
CCEP	C	0.03%
SBAC	D	0.03%
VEEV	C	0.03%
LKQ	D	0.03%
ERIE	D	0.03%
GDDY	A	0.03%
BIIB	F	0.03%
OMC	C	0.03%
FOX	A	0.03%
EL	F	0.03%
ALNY	D	0.03%
BIDU	F	0.03%
BURL	A	0.03%
TER	D	0.03%
Z	A	0.02%
CG	A	0.02%
NIO	F	0.02%
ANSS	B	0.02%
VMC	B	0.02%
BMRN	D	0.02%
TW	A	0.02%
RPRX	D	0.02%
TFX	F	0.02%
ROL	B	0.02%
CRWD	B	0.02%
SNA	A	0.02%
TT	A	0.02%
WAT	B	0.02%
MSTR	C	0.02%
SEIC	B	0.02%
ZM	B	0.02%
ZBRA	B	0.02%
PODD	C	0.02%
HEI	B	0.02%
DASH	A	0.02%
BCH	F	0.02%
ASAI	F	0.02%
CTLT	B	0.02%
BAX	D	0.02%
VRT	B	0.02%
MAR	B	0.02%
SNOW	C	0.02%
ODFL	B	0.02%
DLTR	F	0.02%
HLT	A	0.02%
ROP	B	0.02%
POOL	C	0.02%
CSGP	D	0.02%
MMM	D	0.02%
SQ	B	0.02%
MBAVU	D	0.01%
SMCI	F	0.01%
QGEN	D	0.01%
EXAS	D	0.01%
MTCH	D	0.01%
BBWI	D	0.01%
WYNN	D	0.01%
RIVN	F	0.01%
SUI	D	0.01%
NXPI	D	0.01%
JKHY	D	0.01%
TECH	D	0.01%
BIO	D	0.01%
SNAP	C	0.01%
ALB	C	0.01%
C	A	0.01%
PAYC	B	0.01%
EPAM	C	0.01%
DOC	D	0.01%
MKC	D	0.01%
MRNA	F	0.01%
MKTX	D	0.01%
SQ	B	0.01%
FDS	B	0.01%
TRU	D	0.01%
NBIX	C	0.01%
PINS	D	0.01%
KB	B	0.01%
INCY	C	0.01%
VRSN	F	0.01%
QFIN	B	0.01%
DOCU	A	0.01%
LYG	F	0.01%
TEVA	D	0.01%
NIO	F	0.0%
WIT	A	0.0%

NZAC Underweight 217 Positions Relative to JPUS

Symbol	Grade	Weight
VST	B	-0.64%
CIEN	B	-0.52%
UNM	A	-0.51%
TRGP	B	-0.5%
KMI	A	-0.48%
NRG	B	-0.46%
PFGC	B	-0.46%
ETR	B	-0.46%
IP	B	-0.46%
MCK	B	-0.46%
USFD	A	-0.44%
TAP	C	-0.43%
KR	B	-0.43%
FCNCA	A	-0.43%
ALSN	B	-0.42%
INGR	B	-0.42%
TOL	B	-0.42%
CMI	A	-0.42%
UTHR	C	-0.42%
XOM	B	-0.41%
JLL	D	-0.41%
WMB	A	-0.41%
CLH	B	-0.41%
NI	A	-0.41%
CASY	A	-0.41%
PEG	A	-0.41%
RSG	A	-0.4%
VLO	C	-0.4%
HST	C	-0.4%
THC	D	-0.4%
FANG	D	-0.39%
PM	B	-0.39%
MO	A	-0.39%
PNW	B	-0.39%
LAMR	D	-0.39%
PPL	B	-0.39%
COR	B	-0.39%
AM	A	-0.38%
OHI	C	-0.38%
K	A	-0.38%
TSN	B	-0.37%
SRE	A	-0.37%
DVA	B	-0.37%
FYBR	D	-0.37%
SO	D	-0.37%
MRO	B	-0.37%
BRX	A	-0.37%
CAH	B	-0.36%
NXST	C	-0.36%
GD	F	-0.36%
HRB	D	-0.36%
OGE	B	-0.36%
DUK	C	-0.36%
LMT	D	-0.36%
XEL	A	-0.36%
MPC	D	-0.36%
SYY	B	-0.36%
CVS	D	-0.36%
PG	A	-0.36%
DKS	C	-0.36%
MTG	C	-0.35%
HUBB	B	-0.35%
CI	F	-0.35%
FNF	B	-0.35%
CTRA	B	-0.35%
PSX	C	-0.35%
CUBE	D	-0.35%
POST	C	-0.35%
HRL	D	-0.35%
CVX	A	-0.35%
ADM	D	-0.34%
D	C	-0.34%
PAG	B	-0.34%
KHC	F	-0.34%
HCA	F	-0.34%
GLPI	C	-0.34%
FE	C	-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%
PEP	F	-0.34%
EVRG	A	-0.34%
CPB	D	-0.33%
CDNS	B	-0.33%
MDLZ	F	-0.33%
UHS	D	-0.33%
X	C	-0.33%
KO	D	-0.33%
KIM	A	-0.33%
WLK	D	-0.32%
CAG	D	-0.32%
EOG	A	-0.32%
EMN	D	-0.32%
CL	D	-0.32%
CF	B	-0.32%
ACI	C	-0.31%
FITB	A	-0.31%
LYB	F	-0.31%
EXC	C	-0.31%
UGI	A	-0.31%
WY	D	-0.31%
AEP	D	-0.31%
WSM	B	-0.31%
DTE	C	-0.3%
AOS	F	-0.3%
NUE	C	-0.3%
PKG	A	-0.3%
ESI	A	-0.3%
NFG	A	-0.3%
CTVA	C	-0.3%
JEF	A	-0.3%
ORI	A	-0.3%
CAT	B	-0.28%
CMS	C	-0.28%
GNTX	C	-0.28%
RPM	A	-0.28%
COP	C	-0.28%
SPB	C	-0.27%
OLN	D	-0.26%
DOW	F	-0.26%
AVY	D	-0.26%
DINO	D	-0.26%
FCX	D	-0.25%
MSM	C	-0.25%
BBY	D	-0.24%
ITT	A	-0.24%
SAM	C	-0.24%
PK	B	-0.24%
SNX	C	-0.24%
DRI	B	-0.24%
DOX	D	-0.24%
BRBR	A	-0.24%
PR	B	-0.23%
STAG	F	-0.23%
VTRS	A	-0.23%
GEHC	F	-0.22%
LDOS	C	-0.22%
OMF	A	-0.22%
IFF	D	-0.21%
FLO	D	-0.21%
EXP	A	-0.21%
COKE	C	-0.21%
PPC	C	-0.21%
CNM	D	-0.21%
BPOP	B	-0.21%
MAA	B	-0.21%
SJM	D	-0.21%
GAP	C	-0.2%
CE	F	-0.2%
F	C	-0.19%
MEDP	D	-0.19%
TKR	D	-0.19%
ASH	D	-0.19%
R	B	-0.18%
CLF	F	-0.18%
STWD	C	-0.18%
SCI	B	-0.18%
M	D	-0.18%
NEU	C	-0.18%
CSL	C	-0.17%
MOS	F	-0.17%
UI	A	-0.17%
RGA	A	-0.17%
EPR	D	-0.17%
RHI	B	-0.17%
CPT	B	-0.17%
DTM	B	-0.17%
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%
CACI	D	-0.14%
FBIN	D	-0.12%
VIRT	B	-0.12%
SLM	A	-0.11%
VVV	F	-0.11%
WU	D	-0.11%
DVN	F	-0.1%
CRUS	D	-0.1%
OXY	D	-0.1%
SMG	D	-0.1%
PFG	D	-0.1%
LOPE	B	-0.09%
FRT	B	-0.09%
RGLD	C	-0.08%
SAIC	F	-0.08%
LPX	B	-0.08%
TNL	A	-0.07%
CFG	B	-0.07%
RBC	A	-0.07%
GEN	B	-0.07%
DLB	B	-0.06%
KEY	B	-0.06%
EGP	F	-0.06%
IRDM	D	-0.06%
AGO	B	-0.05%
NSA	D	-0.05%
CWEN	C	-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%
LEG	F	-0.02%
IDA	A	-0.02%
KSS	F	-0.01%
SON	D	-0.01%
ROKU	D	-0.0%