SCHG vs. JMOM ETF Comparison
Comparison of Schwab U.S. Large-Cap Growth ETF (SCHG) to JPMorgan U.S. Momentum Factor ETF (JMOM)
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors. The index is a float-adjusted market capitalization weighted index.
Grade (RS Rating)
Last Trade
$27.49
Average Daily Volume
4,492,339
223
JMOM
JPMorgan U.S. Momentum Factor ETF
JMOM Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Momentum 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 positive momentum factor characteristics.Grade (RS Rating)
Last Trade
$60.97
Average Daily Volume
48,194
271
Performance
Period | SCHG | JMOM |
---|---|---|
30 Days | 4.60% | 5.45% |
60 Days | 6.32% | 7.40% |
90 Days | 7.65% | 9.79% |
12 Months | 38.45% | 41.42% |
90 Overlapping Holdings
Symbol | Grade | Weight in SCHG | Weight in JMOM | Overlap | |
---|---|---|---|---|---|
AAPL | C | 10.4% | 1.8% | 1.8% | |
AMD | F | 0.88% | 0.77% | 0.77% | |
AMZN | C | 5.65% | 0.61% | 0.61% | |
ANET | C | 0.37% | 0.53% | 0.37% | |
APP | B | 0.25% | 0.95% | 0.25% | |
AVGO | D | 3.03% | 2.1% | 2.1% | |
AXON | A | 0.17% | 0.44% | 0.17% | |
AZO | C | 0.21% | 0.34% | 0.21% | |
BKNG | A | 0.66% | 0.73% | 0.66% | |
BLD | D | 0.04% | 0.15% | 0.04% | |
CACI | D | 0.04% | 0.2% | 0.04% | |
CASY | A | 0.06% | 0.23% | 0.06% | |
CEG | D | 0.28% | 0.44% | 0.28% | |
CMG | B | 0.32% | 0.42% | 0.32% | |
CNM | D | 0.03% | 0.22% | 0.03% | |
COHR | B | 0.06% | 0.31% | 0.06% | |
COIN | C | 0.26% | 0.51% | 0.26% | |
COKE | C | 0.03% | 0.08% | 0.03% | |
COST | B | 1.6% | 1.47% | 1.47% | |
CPRT | A | 0.2% | 0.33% | 0.2% | |
CRM | B | 1.23% | 1.21% | 1.21% | |
CRWD | B | 0.31% | 0.51% | 0.31% | |
CVNA | B | 0.11% | 0.41% | 0.11% | |
DASH | A | 0.22% | 0.44% | 0.22% | |
DECK | A | 0.11% | 0.29% | 0.11% | |
DELL | C | 0.15% | 0.35% | 0.15% | |
DHR | F | 0.58% | 0.61% | 0.58% | |
DKNG | B | 0.08% | 0.19% | 0.08% | |
EME | C | 0.09% | 0.33% | 0.09% | |
EQIX | A | 0.34% | 0.0% | 0.0% | |
ESTC | C | 0.03% | 0.02% | 0.02% | |
FCNCA | A | 0.1% | 0.06% | 0.06% | |
FI | A | 0.48% | 0.26% | 0.26% | |
FICO | B | 0.22% | 0.41% | 0.22% | |
FTI | A | 0.05% | 0.25% | 0.05% | |
GDDY | A | 0.1% | 0.31% | 0.1% | |
GE | D | 0.76% | 0.82% | 0.76% | |
GEV | B | 0.35% | 0.41% | 0.35% | |
GOOGL | C | 3.08% | 1.81% | 1.81% | |
GWW | B | 0.2% | 0.38% | 0.2% | |
HEI | B | 0.1% | 0.24% | 0.1% | |
HLT | A | 0.24% | 0.4% | 0.24% | |
IBKR | A | 0.08% | 0.26% | 0.08% | |
INTU | C | 0.74% | 0.73% | 0.73% | |
IQV | D | 0.13% | 0.23% | 0.13% | |
ISRG | A | 0.74% | 0.82% | 0.74% | |
IT | C | 0.16% | 0.31% | 0.16% | |
KLAC | D | 0.33% | 0.42% | 0.33% | |
LII | A | 0.08% | 0.26% | 0.08% | |
LIN | D | 0.85% | 0.2% | 0.2% | |
LLY | F | 2.25% | 1.47% | 1.47% | |
LRCX | F | 0.36% | 0.42% | 0.36% | |
MCK | B | 0.31% | 0.48% | 0.31% | |
MEDP | D | 0.03% | 0.17% | 0.03% | |
META | D | 3.64% | 1.99% | 1.99% | |
MOH | F | 0.07% | 0.2% | 0.07% | |
MPWR | F | 0.11% | 0.21% | 0.11% | |
MRVL | B | 0.3% | 0.48% | 0.3% | |
MSFT | F | 9.27% | 1.82% | 1.82% | |
MSTR | C | 0.26% | 0.97% | 0.26% | |
NFLX | A | 1.43% | 0.9% | 0.9% | |
NOW | A | 0.81% | 0.9% | 0.81% | |
NVDA | C | 10.35% | 2.5% | 2.5% | |
OLED | D | 0.03% | 0.07% | 0.03% | |
ORLY | B | 0.28% | 0.38% | 0.28% | |
PANW | C | 0.49% | 0.6% | 0.49% | |
PGR | A | 0.59% | 0.67% | 0.59% | |
PH | A | 0.35% | 0.5% | 0.35% | |
PLTR | B | 0.48% | 0.76% | 0.48% | |
PSN | D | 0.02% | 0.2% | 0.02% | |
PSTG | D | 0.06% | 0.19% | 0.06% | |
PTC | A | 0.09% | 0.27% | 0.09% | |
ROIV | C | 0.02% | 0.09% | 0.02% | |
ROP | B | 0.23% | 0.35% | 0.23% | |
SMCI | F | 0.04% | 0.1% | 0.04% | |
SNPS | B | 0.31% | 0.11% | 0.11% | |
TDG | D | 0.28% | 0.4% | 0.28% | |
TMO | F | 0.75% | 0.76% | 0.75% | |
TMUS | B | 0.46% | 0.58% | 0.46% | |
TRGP | B | 0.17% | 0.39% | 0.17% | |
TTD | B | 0.21% | 0.39% | 0.21% | |
TW | A | 0.06% | 0.15% | 0.06% | |
TYL | B | 0.1% | 0.26% | 0.1% | |
UBER | D | 0.57% | 0.57% | 0.57% | |
UNH | C | 2.14% | 1.34% | 1.34% | |
URI | B | 0.22% | 0.39% | 0.22% | |
VRT | B | 0.18% | 0.5% | 0.18% | |
VRTX | F | 0.47% | 0.55% | 0.47% | |
WING | D | 0.04% | 0.18% | 0.04% | |
ZS | C | 0.08% | 0.25% | 0.08% |
SCHG Overweight 133 Positions Relative to JMOM
Symbol | Grade | Weight | |
---|---|---|---|
TSLA | B | 3.69% | |
GOOG | C | 2.54% | |
V | A | 2.05% | |
MA | C | 1.69% | |
ACN | C | 0.87% | |
ADBE | C | 0.87% | |
SPGI | C | 0.63% | |
BLK | C | 0.57% | |
ELV | F | 0.36% | |
SHW | A | 0.34% | |
CDNS | B | 0.32% | |
REGN | F | 0.32% | |
ZTS | D | 0.31% | |
APO | B | 0.29% | |
MCO | B | 0.29% | |
ADSK | A | 0.26% | |
MAR | B | 0.26% | |
ABNB | C | 0.23% | |
FTNT | C | 0.23% | |
WDAY | B | 0.22% | |
SQ | B | 0.2% | |
FLUT | A | 0.19% | |
LNG | B | 0.19% | |
MSCI | C | 0.18% | |
EW | C | 0.17% | |
SNOW | C | 0.17% | |
BKR | B | 0.17% | |
ODFL | B | 0.16% | |
HES | B | 0.16% | |
STZ | D | 0.15% | |
CHTR | C | 0.15% | |
TEAM | A | 0.15% | |
DDOG | A | 0.15% | |
CTVA | C | 0.15% | |
IDXX | F | 0.14% | |
RMD | C | 0.14% | |
LULU | C | 0.14% | |
MLM | B | 0.14% | |
VMC | B | 0.14% | |
HUM | C | 0.13% | |
HUBS | A | 0.13% | |
ANSS | B | 0.12% | |
ALNY | D | 0.12% | |
TTWO | A | 0.12% | |
CSGP | D | 0.12% | |
EFX | F | 0.12% | |
DXCM | D | 0.12% | |
VEEV | C | 0.12% | |
RBLX | C | 0.11% | |
NVR | D | 0.11% | |
NET | B | 0.11% | |
CPAY | A | 0.1% | |
HOOD | B | 0.1% | |
MTD | D | 0.1% | |
TPL | A | 0.1% | |
MKL | A | 0.09% | |
TDY | B | 0.09% | |
WST | C | 0.09% | |
LPLA | A | 0.09% | |
SBAC | D | 0.09% | |
CSL | C | 0.08% | |
BLDR | D | 0.08% | |
LYV | A | 0.08% | |
ILMN | D | 0.08% | |
MDB | C | 0.08% | |
ZM | B | 0.08% | |
FSLR | F | 0.08% | |
WAT | B | 0.08% | |
WBD | C | 0.08% | |
ULTA | F | 0.07% | |
PINS | D | 0.07% | |
PODD | C | 0.07% | |
FDS | B | 0.07% | |
NTRA | B | 0.07% | |
SFM | A | 0.06% | |
JBHT | C | 0.06% | |
DPZ | C | 0.06% | |
TWLO | A | 0.06% | |
DT | C | 0.06% | |
FIX | A | 0.06% | |
EG | C | 0.06% | |
DOCU | A | 0.06% | |
ALGN | D | 0.06% | |
TOST | B | 0.06% | |
OKTA | C | 0.05% | |
BMRN | D | 0.05% | |
DAY | B | 0.05% | |
NBIX | C | 0.05% | |
OWL | A | 0.05% | |
CLH | B | 0.05% | |
PFGC | B | 0.05% | |
TXRH | C | 0.05% | |
EPAM | C | 0.05% | |
MRNA | F | 0.05% | |
RVTY | F | 0.05% | |
RNR | C | 0.05% | |
AVTR | F | 0.05% | |
SAIA | B | 0.05% | |
POOL | C | 0.05% | |
EXAS | D | 0.04% | |
PEN | B | 0.04% | |
WMS | D | 0.04% | |
ROKU | D | 0.04% | |
MUSA | A | 0.04% | |
CRL | C | 0.04% | |
SRPT | D | 0.04% | |
CHDN | B | 0.04% | |
KNSL | B | 0.04% | |
CTLT | B | 0.04% | |
PAYC | B | 0.04% | |
GNRC | B | 0.04% | |
FND | C | 0.04% | |
LBRDK | C | 0.04% | |
INSM | C | 0.04% | |
RGEN | D | 0.03% | |
WSC | D | 0.03% | |
RIVN | F | 0.03% | |
PCOR | B | 0.03% | |
TREX | C | 0.03% | |
CHE | D | 0.03% | |
RRC | B | 0.03% | |
TKO | B | 0.03% | |
ENPH | F | 0.03% | |
PCTY | B | 0.03% | |
CELH | F | 0.02% | |
U | C | 0.02% | |
CLF | F | 0.02% | |
PATH | C | 0.02% | |
ETSY | D | 0.02% | |
BIO | D | 0.02% | |
NOV | C | 0.02% | |
QRVO | F | 0.02% | |
RCM | F | 0.01% |
SCHG Underweight 181 Positions Relative to JMOM
Symbol | Grade | Weight | |
---|---|---|---|
BRK.A | B | -1.8% | |
HD | A | -1.37% | |
ABBV | D | -1.04% | |
ORCL | B | -0.96% | |
PM | B | -0.84% | |
IBM | C | -0.82% | |
CAT | B | -0.8% | |
TXN | C | -0.76% | |
QCOM | F | -0.73% | |
AXP | A | -0.73% | |
ETN | A | -0.68% | |
AMAT | F | -0.63% | |
SYK | C | -0.62% | |
BSX | B | -0.62% | |
TJX | A | -0.6% | |
COP | C | -0.6% | |
KKR | A | -0.56% | |
GS | A | -0.54% | |
VST | B | -0.54% | |
CB | C | -0.53% | |
TT | A | -0.51% | |
ADI | D | -0.51% | |
MU | D | -0.5% | |
SPOT | B | -0.48% | |
APH | A | -0.48% | |
WM | A | -0.47% | |
WELL | A | -0.46% | |
MSI | B | -0.46% | |
WMB | A | -0.46% | |
RCL | A | -0.45% | |
CTAS | B | -0.44% | |
AMP | A | -0.41% | |
DLR | B | -0.41% | |
CL | D | -0.4% | |
GD | F | -0.39% | |
BK | A | -0.39% | |
PWR | A | -0.39% | |
SPG | B | -0.38% | |
HWM | A | -0.38% | |
ECL | D | -0.37% | |
PSX | C | -0.36% | |
PCAR | B | -0.36% | |
AFL | B | -0.36% | |
AJG | B | -0.36% | |
MPC | D | -0.35% | |
ALL | A | -0.35% | |
LOW | D | -0.33% | |
CBRE | B | -0.33% | |
ARES | A | -0.32% | |
GLW | B | -0.32% | |
RSG | A | -0.32% | |
NU | C | -0.31% | |
COR | B | -0.31% | |
IRM | D | -0.3% | |
XPO | B | -0.3% | |
ICE | C | -0.29% | |
HUBB | B | -0.29% | |
HIG | B | -0.28% | |
JEF | A | -0.28% | |
NRG | B | -0.28% | |
FANG | D | -0.28% | |
GWRE | A | -0.27% | |
ALSN | B | -0.27% | |
BRO | B | -0.27% | |
DTM | B | -0.27% | |
NTAP | C | -0.27% | |
CAH | B | -0.27% | |
GEN | B | -0.26% | |
VLO | C | -0.26% | |
LDOS | C | -0.26% | |
NTNX | A | -0.26% | |
PHM | D | -0.26% | |
FFIV | B | -0.26% | |
CW | B | -0.26% | |
VTR | C | -0.26% | |
ACGL | D | -0.26% | |
WDC | D | -0.25% | |
STLD | B | -0.25% | |
EXP | A | -0.25% | |
KR | B | -0.25% | |
USFD | A | -0.25% | |
BWXT | B | -0.24% | |
RGA | A | -0.24% | |
EVR | B | -0.24% | |
TOL | B | -0.24% | |
CBOE | B | -0.24% | |
CHD | B | -0.24% | |
BAH | F | -0.23% | |
SSNC | B | -0.23% | |
T | A | -0.23% | |
MANH | D | -0.23% | |
NVT | B | -0.22% | |
THC | D | -0.22% | |
NI | A | -0.22% | |
FRPT | B | -0.22% | |
TPX | B | -0.21% | |
SCCO | F | -0.21% | |
TPR | B | -0.21% | |
ED | D | -0.21% | |
AM | A | -0.2% | |
PG | A | -0.2% | |
INGR | B | -0.2% | |
HPQ | B | -0.2% | |
DKS | C | -0.2% | |
ONTO | D | -0.19% | |
POST | C | -0.19% | |
SO | D | -0.19% | |
UHS | D | -0.19% | |
KD | B | -0.19% | |
IFF | D | -0.19% | |
WSO | A | -0.19% | |
HCA | F | -0.19% | |
JNPR | F | -0.19% | |
R | B | -0.19% | |
HPE | B | -0.18% | |
AN | C | -0.18% | |
SN | D | -0.18% | |
SAIC | F | -0.18% | |
DHI | D | -0.17% | |
GAP | C | -0.17% | |
KO | D | -0.17% | |
TXT | D | -0.17% | |
UNM | A | -0.17% | |
MRK | F | -0.17% | |
AZEK | A | -0.16% | |
WLK | D | -0.16% | |
H | B | -0.16% | |
ROL | B | -0.15% | |
CRUS | D | -0.15% | |
CRBG | B | -0.15% | |
MTSI | B | -0.14% | |
ARMK | B | -0.14% | |
TSCO | D | -0.14% | |
AVT | C | -0.13% | |
SNX | C | -0.13% | |
BRBR | A | -0.13% | |
ORI | A | -0.13% | |
LOPE | B | -0.13% | |
TER | D | -0.12% | |
PAG | B | -0.12% | |
JLL | D | -0.12% | |
OHI | C | -0.12% | |
RPM | A | -0.12% | |
EHC | B | -0.12% | |
SPB | C | -0.11% | |
LPX | B | -0.11% | |
MTG | C | -0.1% | |
VRSK | A | -0.1% | |
HRB | D | -0.1% | |
WFRD | D | -0.1% | |
PPC | C | -0.1% | |
FE | C | -0.1% | |
LAMR | D | -0.09% | |
VLTO | D | -0.09% | |
TPG | A | -0.09% | |
WSM | B | -0.09% | |
VKTX | F | -0.09% | |
ESS | B | -0.09% | |
INFA | D | -0.08% | |
VVV | F | -0.08% | |
APPF | B | -0.08% | |
PRI | A | -0.08% | |
AWI | A | -0.07% | |
AGO | B | -0.07% | |
RS | B | -0.07% | |
HII | D | -0.07% | |
SRE | A | -0.07% | |
PEG | A | -0.06% | |
AYI | B | -0.06% | |
FYBR | D | -0.06% | |
PNR | A | -0.06% | |
NSA | D | -0.05% | |
BSY | D | -0.05% | |
INVH | D | -0.04% | |
CXT | B | -0.04% | |
RYAN | B | -0.04% | |
SLM | A | -0.03% | |
BR | A | -0.02% | |
TKR | D | -0.01% | |
STAG | F | -0.01% | |
MORN | B | -0.0% |
SCHG: Top Represented Industries & Keywords
JMOM: Top Represented Industries & Keywords