SCHG vs. JPUS ETF Comparison

Comparison of Schwab U.S. Large-Cap Growth ETF (SCHG) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)

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

$27.54

Average Daily Volume

4,355,177

Number of Holdings ^*

222

* 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

$119.99

Average Daily Volume

6,379

Number of Holdings ^*

355

* may have additional holdings in another (foreign) market

Performance

Period	SCHG	JPUS
30 Days	4.48%	-0.14%
60 Days	8.34%	2.52%
90 Days	9.16%	5.17%
12 Months	40.95%	26.16%

58 Overlapping Holdings

Symbol	Grade	Weight in SCHG	Weight in JPUS	Overlap
AAPL	C	10.18%	0.35%	0.35%
ACN	B	0.87%	0.31%	0.31%
ADBE	C	0.85%	0.05%	0.05%
ANET	C	0.43%	0.51%	0.43%
APO	B	0.28%	0.23%	0.23%
AVGO	C	3.29%	0.4%	0.4%
AZO	B	0.21%	0.36%	0.21%
BKNG	A	0.63%	0.18%	0.18%
BLDR	C	0.08%	0.33%	0.08%
CACI	C	0.05%	0.15%	0.05%
CASY	B	0.06%	0.41%	0.06%
CDNS	B	0.32%	0.32%	0.32%
CEG	D	0.29%	0.43%	0.29%
CHE	D	0.03%	0.16%	0.03%
CHTR	B	0.15%	0.41%	0.15%
CLF	F	0.02%	0.22%	0.02%
CLH	B	0.05%	0.42%	0.05%
CNM	D	0.03%	0.23%	0.03%
COKE	C	0.03%	0.2%	0.03%
CSL	B	0.08%	0.16%	0.08%
CTVA	C	0.16%	0.32%	0.16%
DHR	F	0.61%	0.28%	0.28%
EG	D	0.06%	0.28%	0.06%
ELV	F	0.38%	0.27%	0.27%
FCNCA	B	0.1%	0.45%	0.1%
GOOGL	C	3.11%	0.11%	0.11%
GWW	B	0.2%	0.43%	0.2%
INTU	A	0.73%	0.33%	0.33%
IT	B	0.16%	0.32%	0.16%
KLAC	F	0.36%	0.33%	0.33%
LIN	D	0.86%	0.29%	0.29%
LLY	F	2.42%	0.32%	0.32%
LNG	B	0.18%	0.32%	0.18%
LRCX	F	0.4%	0.27%	0.27%
MCK	B	0.3%	0.41%	0.3%
MEDP	D	0.03%	0.2%	0.03%
META	B	3.81%	0.41%	0.41%
MOH	F	0.08%	0.15%	0.08%
MSFT	C	9.31%	0.34%	0.34%
NVDA	A	10.78%	0.45%	0.45%
NVR	D	0.11%	0.38%	0.11%
ORLY	A	0.27%	0.37%	0.27%
PFGC	B	0.05%	0.46%	0.05%
PGR	A	0.58%	0.39%	0.39%
PH	A	0.34%	0.39%	0.34%
REGN	F	0.34%	0.27%	0.27%
RMD	C	0.14%	0.07%	0.07%
ROKU	C	0.04%	0.0%	0.0%
RRC	B	0.03%	0.05%	0.03%
RVTY	C	0.06%	0.24%	0.06%
STZ	D	0.14%	0.3%	0.14%
TMO	F	0.82%	0.15%	0.15%
TMUS	A	0.44%	0.45%	0.44%
TRGP	B	0.16%	0.48%	0.16%
UNH	B	2.15%	0.34%	0.34%
VRTX	B	0.5%	0.38%	0.38%
WST	B	0.09%	0.26%	0.09%
ZTS	D	0.3%	0.26%	0.26%

SCHG Overweight 164 Positions Relative to JPUS

Symbol	Grade	Weight
AMZN	A	5.77%
TSLA	B	3.17%
GOOG	C	2.57%
V	A	1.97%
MA	B	1.65%
COST	B	1.56%
NFLX	A	1.32%
CRM	B	1.16%
AMD	F	0.93%
NOW	A	0.81%
GE	D	0.75%
ISRG	A	0.72%
SPGI	C	0.61%
UBER	F	0.59%
PANW	B	0.48%
FI	A	0.46%
PLTR	B	0.43%
GEV	B	0.36%
SNPS	C	0.34%
SHW	A	0.34%
EQIX	B	0.33%
CMG	B	0.31%
MRVL	B	0.31%
TDG	D	0.29%
CRWD	B	0.29%
MCO	C	0.28%
ABNB	C	0.25%
MAR	A	0.25%
ADSK	B	0.25%
ROP	A	0.24%
TTD	B	0.23%
HLT	A	0.23%
DASH	A	0.22%
URI	B	0.22%
FICO	B	0.21%
WDAY	B	0.21%
COIN	B	0.2%
APP	B	0.2%
FTNT	B	0.2%
CPRT	A	0.19%
VRT	B	0.18%
MSTR	B	0.18%
BKR	B	0.17%
MSCI	B	0.17%
DDOG	B	0.16%
SQ	B	0.16%
SNOW	C	0.16%
ODFL	B	0.16%
FLUT	A	0.16%
MLM	B	0.15%
MPWR	F	0.15%
VMC	B	0.15%
HES	B	0.15%
EW	F	0.15%
DELL	C	0.15%
IDXX	F	0.14%
LULU	B	0.14%
TEAM	B	0.14%
IQV	F	0.14%
HUBS	B	0.13%
VEEV	B	0.13%
EFX	F	0.13%
AXON	B	0.13%
HUM	D	0.13%
ALNY	D	0.13%
MTD	F	0.12%
ANSS	B	0.12%
CSGP	F	0.12%
CVNA	B	0.11%
DXCM	C	0.11%
RBLX	B	0.11%
NET	B	0.11%
TTWO	A	0.11%
ILMN	C	0.1%
HEI	A	0.1%
GDDY	B	0.1%
TPL	B	0.1%
DECK	B	0.1%
TYL	B	0.1%
TDY	B	0.09%
LPLA	A	0.09%
WAT	B	0.09%
PTC	B	0.09%
CPAY	A	0.09%
EME	B	0.09%
SBAC	D	0.09%
LYV	A	0.08%
LII	B	0.08%
PINS	F	0.08%
HOOD	B	0.08%
MKL	A	0.08%
WBD	B	0.08%
FSLR	F	0.08%
ZM	B	0.08%
MDB	C	0.08%
MRNA	F	0.07%
PODD	B	0.07%
FDS	A	0.07%
IBKR	A	0.07%
ZS	B	0.07%
ULTA	C	0.07%
DKNG	B	0.07%
SAIA	B	0.06%
TWLO	B	0.06%
TW	B	0.06%
JBHT	C	0.06%
ALGN	D	0.06%
AVTR	F	0.06%
DPZ	C	0.06%
DOCU	B	0.06%
FIX	B	0.06%
NTRA	B	0.06%
DT	C	0.06%
PSTG	D	0.06%
COHR	C	0.06%
OWL	B	0.05%
FTI	B	0.05%
INSM	C	0.05%
LBRDK	C	0.05%
OKTA	C	0.05%
NBIX	C	0.05%
BMRN	F	0.05%
DAY	B	0.05%
SMCI	F	0.05%
TXRH	A	0.05%
TOST	A	0.05%
EPAM	B	0.05%
RNR	D	0.05%
SFM	B	0.05%
POOL	D	0.05%
PCTY	B	0.04%
MUSA	B	0.04%
ENPH	F	0.04%
WING	D	0.04%
EXAS	F	0.04%
KNSL	C	0.04%
CHDN	B	0.04%
CRL	C	0.04%
CTLT	D	0.04%
FND	F	0.04%
PAYC	B	0.04%
BLD	F	0.04%
WMS	F	0.04%
GNRC	B	0.04%
SRPT	F	0.04%
QRVO	F	0.03%
BIO	C	0.03%
RIVN	F	0.03%
ESTC	C	0.03%
WSC	F	0.03%
RGEN	C	0.03%
PCOR	B	0.03%
TREX	C	0.03%
TKO	D	0.03%
OLED	F	0.03%
PEN	C	0.03%
CELH	F	0.02%
ROIV	D	0.02%
PSN	C	0.02%
PATH	C	0.02%
ETSY	D	0.02%
U	F	0.02%
NOV	C	0.02%
RCM	B	0.01%

SCHG Underweight 297 Positions Relative to JPUS

Symbol	Grade	Weight
VST	B	-0.58%
SYF	B	-0.53%
CIEN	B	-0.5%
UNM	A	-0.49%
COF	B	-0.47%
KMI	B	-0.47%
IP	B	-0.47%
NRG	C	-0.46%
ETR	B	-0.45%
PWR	B	-0.44%
STLD	C	-0.43%
GRMN	A	-0.43%
KR	A	-0.43%
CMCSA	B	-0.43%
UTHR	B	-0.43%
USFD	B	-0.43%
INGR	B	-0.42%
ETN	B	-0.42%
HST	D	-0.41%
XOM	B	-0.41%
LAMR	D	-0.41%
MSI	B	-0.41%
TOL	B	-0.41%
CMI	A	-0.41%
APH	B	-0.41%
ALSN	B	-0.41%
PEG	C	-0.4%
RS	C	-0.4%
FAST	B	-0.4%
WELL	B	-0.4%
SPG	A	-0.4%
NI	A	-0.4%
T	A	-0.4%
CVS	F	-0.4%
WM	A	-0.4%
JLL	C	-0.4%
WMB	B	-0.4%
CSCO	A	-0.4%
FANG	C	-0.39%
X	D	-0.39%
PNW	A	-0.39%
RSG	B	-0.39%
NXST	C	-0.39%
VLO	C	-0.39%
SCCO	F	-0.39%
ABBV	F	-0.39%
ORCL	A	-0.39%
COR	B	-0.39%
IRM	D	-0.39%
THC	B	-0.39%
PM	B	-0.38%
AFL	C	-0.38%
REG	A	-0.38%
OHI	C	-0.38%
AMGN	F	-0.38%
VZ	D	-0.38%
AM	B	-0.38%
K	A	-0.38%
MO	A	-0.38%
TAP	B	-0.38%
PPL	A	-0.38%
JNPR	D	-0.38%
HIG	C	-0.38%
BRK.A	B	-0.38%
BRX	A	-0.37%
BAH	C	-0.37%
LMT	D	-0.37%
DUK	D	-0.37%
HUBB	C	-0.37%
SYY	D	-0.37%
MRO	B	-0.37%
KVUE	A	-0.37%
FYBR	D	-0.37%
SO	D	-0.37%
GD	C	-0.37%
ADI	D	-0.37%
PHM	D	-0.37%
HRB	D	-0.37%
HRL	F	-0.36%
ESS	C	-0.36%
SRE	B	-0.36%
OGE	B	-0.36%
CTSH	A	-0.36%
MTG	C	-0.35%
XEL	A	-0.35%
PG	C	-0.35%
DGX	B	-0.35%
ED	D	-0.35%
DVA	C	-0.35%
LOW	B	-0.35%
KHC	F	-0.35%
MPC	D	-0.35%
EIX	C	-0.35%
TSCO	D	-0.35%
DKS	D	-0.35%
POST	D	-0.35%
LEN	D	-0.35%
CPB	F	-0.34%
CAH	B	-0.34%
WEC	B	-0.34%
NUE	D	-0.34%
KO	F	-0.34%
ADM	F	-0.34%
DHI	D	-0.34%
GLPI	D	-0.34%
D	D	-0.34%
TSN	B	-0.34%
HCA	D	-0.34%
KMB	D	-0.34%
CUBE	D	-0.34%
PEP	D	-0.34%
ITW	B	-0.34%
GILD	B	-0.34%
PSX	C	-0.34%
WLK	F	-0.34%
CLX	A	-0.34%
FE	D	-0.34%
CVX	A	-0.34%
FNF	C	-0.34%
PSA	D	-0.33%
KIM	A	-0.33%
EMN	D	-0.33%
BG	D	-0.33%
HBAN	A	-0.33%
GIS	F	-0.33%
PAG	B	-0.33%
MDLZ	F	-0.33%
EVRG	A	-0.33%
CAG	F	-0.33%
CTRA	B	-0.33%
CI	D	-0.33%
UHS	D	-0.33%
CL	F	-0.32%
ABT	C	-0.32%
WY	F	-0.32%
UGI	D	-0.32%
AEP	D	-0.32%
OC	A	-0.32%
CHD	A	-0.32%
VICI	D	-0.32%
LYB	F	-0.32%
TJX	A	-0.32%
FITB	A	-0.31%
AOS	F	-0.31%
NFG	D	-0.31%
AVB	B	-0.31%
WSM	F	-0.31%
QCOM	F	-0.31%
AMAT	F	-0.31%
CF	B	-0.31%
EXC	C	-0.31%
NTAP	D	-0.31%
ACGL	C	-0.31%
JEF	B	-0.3%
MAS	D	-0.3%
ORI	A	-0.3%
EOG	A	-0.3%
DTE	D	-0.3%
IBM	D	-0.3%
HPE	B	-0.3%
BAC	A	-0.3%
ACI	C	-0.3%
PKG	B	-0.3%
ESI	B	-0.3%
HOLX	D	-0.29%
AMP	A	-0.29%
CAT	B	-0.29%
RPM	A	-0.28%
CMS	D	-0.28%
DOW	F	-0.28%
COP	C	-0.28%
GNTX	C	-0.28%
ECL	C	-0.28%
UNP	D	-0.28%
AVY	F	-0.27%
OLN	F	-0.27%
LH	B	-0.27%
SYK	A	-0.27%
SNX	C	-0.26%
SPB	A	-0.26%
CBOE	D	-0.26%
DOX	C	-0.26%
MSM	C	-0.26%
DINO	D	-0.26%
MRK	F	-0.26%
FCX	F	-0.26%
CB	C	-0.26%
ALLY	C	-0.25%
HSY	F	-0.25%
CE	F	-0.25%
LDOS	C	-0.25%
KDP	C	-0.25%
STE	D	-0.25%
MDT	D	-0.24%
BMY	B	-0.24%
PK	C	-0.24%
DRI	B	-0.24%
VTR	C	-0.24%
STAG	D	-0.24%
TGT	C	-0.23%
BRBR	A	-0.23%
BBY	C	-0.23%
ITT	A	-0.23%
ASH	F	-0.22%
BPOP	C	-0.22%
PR	C	-0.22%
PPC	C	-0.22%
OMF	A	-0.22%
SAM	B	-0.22%
SJM	F	-0.22%
ROST	D	-0.22%
GEHC	D	-0.22%
WPC	F	-0.21%
EXP	B	-0.21%
FLO	F	-0.21%
VTRS	B	-0.21%
BDX	F	-0.2%
IFF	F	-0.2%
TKR	F	-0.2%
MAA	C	-0.2%
F	C	-0.19%
SCI	B	-0.19%
M	C	-0.19%
NEU	C	-0.19%
GAP	B	-0.19%
NEM	F	-0.19%
EQR	C	-0.19%
STWD	C	-0.18%
EA	A	-0.18%
CPT	C	-0.17%
KRC	C	-0.17%
EPR	D	-0.17%
HUN	F	-0.17%
R	B	-0.17%
RHI	B	-0.17%
MOS	D	-0.17%
CCI	F	-0.16%
FR	D	-0.16%
NNN	F	-0.16%
RGA	A	-0.16%
DTM	A	-0.16%
SWKS	F	-0.15%
ATO	B	-0.15%
IPG	F	-0.15%
HIW	D	-0.15%
DFS	B	-0.14%
STT	B	-0.13%
FBIN	F	-0.13%
CSX	B	-0.13%
VIRT	B	-0.12%
WU	F	-0.12%
WRB	B	-0.12%
UI	B	-0.12%
SLM	A	-0.11%
VVV	B	-0.11%
USB	B	-0.11%
DVN	F	-0.1%
OXY	F	-0.1%
CRUS	F	-0.1%
SAIC	D	-0.1%
SMG	D	-0.1%
PRU	B	-0.1%
PFG	C	-0.1%
CARR	C	-0.09%
FRT	B	-0.09%
RF	A	-0.09%
LPX	A	-0.08%
RGLD	C	-0.08%
LOPE	B	-0.08%
GEN	B	-0.07%
IRDM	B	-0.07%
RBC	B	-0.07%
CFG	B	-0.07%
PCAR	B	-0.06%
AFG	A	-0.06%
NKE	F	-0.06%
DLB	D	-0.06%
TNL	A	-0.06%
EGP	D	-0.06%
KEY	B	-0.06%
NSA	D	-0.05%
CBRE	B	-0.05%
CWEN	D	-0.05%
MMC	D	-0.05%
VLTO	D	-0.04%
SSNC	C	-0.04%
LSTR	B	-0.04%
AGO	B	-0.04%
FTRE	D	-0.03%
HOG	D	-0.03%
MNST	B	-0.03%
LEG	F	-0.02%
IDA	A	-0.02%
CRI	D	-0.02%
PLD	D	-0.01%
KSS	D	-0.01%
SON	F	-0.01%