UPAR vs. JVAL ETF Comparison
Comparison of UPAR Ultra Risk Parity ETF (UPAR) to JPMorgan U.S. Value Factor ETF (JVAL)
UPAR
UPAR Ultra Risk Parity ETF
UPAR Description
UPAR Ultra Risk Parity ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund invests in public equity, fixed income and commodity markets of global region. For its equity portion, it invests directly, through derivatives and through other funds in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests directly and through derivatives in U.S. treasury inflation protected securities and U.S. treasury securities of varying maturities. For its commodity portion, it invests directly and through other funds in gold. UPAR Ultra Risk Parity ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$14.75
Average Daily Volume
19,368
Number of Holdings
*
37
* may have additional holdings in another (foreign) market
JVAL
JPMorgan U.S. Value Factor ETF
JVAL Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Value 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 value factor characteristics.Grade (RS Rating)
Last Trade
$43.50
Average Daily Volume
153,094
Number of Holdings
*
359
* may have additional holdings in another (foreign) market
Performance
| Period | UPAR | JVAL |
|---|---|---|
| 30 Days | 2.51% | 3.26% |
| 60 Days | 7.17% | 3.82% |
| 90 Days | 7.73% | 6.56% |
| 12 Months | 18.15% | 25.74% |
UPAR Overweight 28 Positions Relative to JVAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| GLDM | B | 14.16% | |
| VXF | B | 3.26% | |
| XOM | C | 1.65% | |
| DE | B | 1.61% | |
| BHP | D | 1.34% | |
| RIO | D | 1.04% | |
| SCCO | D | 0.76% | |
| FCX | D | 0.6% | |
| TTE | D | 0.57% | |
| CTVA | B | 0.56% | |
| VALE | D | 0.48% | |
| FSLR | C | 0.41% | |
| COP | D | 0.41% | |
| ECL | B | 0.36% | |
| BP | D | 0.3% | |
| EQNR | F | 0.24% | |
| EOG | D | 0.23% | |
| ENPH | D | 0.23% | |
| E | C | 0.17% | |
| XYL | D | 0.17% | |
| OXY | F | 0.15% | |
| AWK | B | 0.14% | |
| SQM | D | 0.14% | |
| HES | F | 0.13% | |
| TTC | D | 0.13% | |
| IEX | D | 0.08% | |
| EQT | D | 0.07% | |
| EC | F | 0.07% |
UPAR Underweight 350 Positions Relative to JVAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -2.02% | |
| UNH | C | -2.0% | |
| META | B | -1.95% | |
| MSFT | C | -1.81% | |
| GOOGL | D | -1.64% | |
| AVGO | C | -1.56% | |
| JNJ | C | -1.48% | |
| ORCL | C | -0.98% | |
| ADBE | F | -0.94% | |
| IBM | B | -0.89% | |
| MRK | D | -0.87% | |
| TXN | C | -0.85% | |
| CRM | D | -0.85% | |
| HD | B | -0.82% | |
| PFE | C | -0.81% | |
| INTU | C | -0.8% | |
| QCOM | D | -0.79% | |
| CAT | B | -0.78% | |
| AMGN | B | -0.77% | |
| T | C | -0.76% | |
| CSCO | C | -0.68% | |
| AMAT | D | -0.65% | |
| ELV | C | -0.65% | |
| PM | C | -0.61% | |
| MDT | C | -0.61% | |
| C | D | -0.58% | |
| MO | C | -0.57% | |
| ADI | C | -0.57% | |
| CI | C | -0.56% | |
| KLAC | D | -0.51% | |
| RTX | C | -0.51% | |
| GILD | B | -0.51% | |
| CMCSA | D | -0.49% | |
| BMY | C | -0.47% | |
| PANW | D | -0.46% | |
| LRCX | F | -0.45% | |
| FDX | C | -0.45% | |
| DHI | B | -0.45% | |
| APH | D | -0.43% | |
| TFC | C | -0.43% | |
| CVS | D | -0.42% | |
| BK | B | -0.41% | |
| GD | B | -0.41% | |
| ROP | C | -0.4% | |
| BAC | D | -0.39% | |
| COF | B | -0.39% | |
| MPC | F | -0.39% | |
| USB | B | -0.39% | |
| LEN | B | -0.38% | |
| MRVL | C | -0.38% | |
| INTC | F | -0.38% | |
| AIG | D | -0.37% | |
| JCI | B | -0.37% | |
| GM | C | -0.37% | |
| MU | F | -0.37% | |
| PSX | F | -0.37% | |
| GIS | B | -0.36% | |
| ED | C | -0.36% | |
| CMI | C | -0.36% | |
| TGT | C | -0.36% | |
| PRU | C | -0.35% | |
| KMI | B | -0.35% | |
| EBAY | B | -0.34% | |
| CTSH | C | -0.34% | |
| PCAR | D | -0.34% | |
| VICI | C | -0.34% | |
| PHM | B | -0.33% | |
| SPG | B | -0.33% | |
| GLW | C | -0.33% | |
| GRMN | D | -0.32% | |
| DD | B | -0.31% | |
| KR | C | -0.31% | |
| F | F | -0.31% | |
| KHC | C | -0.31% | |
| ETR | B | -0.31% | |
| CFG | C | -0.3% | |
| FITB | B | -0.3% | |
| WDAY | D | -0.3% | |
| LHX | C | -0.3% | |
| APP | C | -0.3% | |
| HPQ | D | -0.3% | |
| MCHP | F | -0.3% | |
| PPL | C | -0.3% | |
| SSNC | B | -0.29% | |
| GDDY | C | -0.29% | |
| ADSK | C | -0.29% | |
| NUE | F | -0.29% | |
| CDW | D | -0.28% | |
| ON | D | -0.28% | |
| FTNT | C | -0.28% | |
| STT | B | -0.28% | |
| TOL | B | -0.28% | |
| BBY | C | -0.28% | |
| DOV | B | -0.28% | |
| UHS | B | -0.28% | |
| PKG | B | -0.28% | |
| CAG | C | -0.28% | |
| SYF | C | -0.28% | |
| LYB | D | -0.28% | |
| LDOS | B | -0.28% | |
| DGX | B | -0.27% | |
| HUM | F | -0.27% | |
| EVRG | B | -0.27% | |
| AMCR | B | -0.27% | |
| DOW | D | -0.27% | |
| OMC | B | -0.27% | |
| PNR | B | -0.27% | |
| HRB | C | -0.27% | |
| UNM | B | -0.26% | |
| PNW | C | -0.26% | |
| VRT | C | -0.26% | |
| ZM | C | -0.26% | |
| ORI | B | -0.26% | |
| BLDR | C | -0.26% | |
| CCK | A | -0.26% | |
| ADM | D | -0.26% | |
| MTG | B | -0.26% | |
| HBAN | B | -0.26% | |
| FOXA | B | -0.26% | |
| ALSN | B | -0.26% | |
| NTAP | D | -0.26% | |
| SCI | B | -0.25% | |
| CNC | D | -0.25% | |
| SAIC | C | -0.25% | |
| BPOP | C | -0.25% | |
| DASH | C | -0.25% | |
| FFIV | B | -0.25% | |
| HIW | B | -0.25% | |
| OHI | B | -0.25% | |
| OGE | C | -0.25% | |
| CACI | B | -0.25% | |
| SNA | C | -0.25% | |
| IT | B | -0.24% | |
| DRI | B | -0.24% | |
| IP | B | -0.24% | |
| VLO | F | -0.24% | |
| TER | D | -0.24% | |
| KIM | C | -0.24% | |
| MRO | D | -0.24% | |
| RS | D | -0.24% | |
| GPK | B | -0.24% | |
| DNB | C | -0.24% | |
| RF | B | -0.24% | |
| PFG | B | -0.24% | |
| WSM | D | -0.23% | |
| NXST | D | -0.23% | |
| DOX | C | -0.23% | |
| MTB | B | -0.23% | |
| DKS | D | -0.23% | |
| TWLO | D | -0.23% | |
| MPWR | C | -0.23% | |
| NVR | B | -0.23% | |
| SLGN | B | -0.23% | |
| UTHR | C | -0.23% | |
| CPB | C | -0.23% | |
| R | A | -0.23% | |
| EPR | B | -0.23% | |
| CRUS | D | -0.23% | |
| FAF | B | -0.22% | |
| OLED | C | -0.22% | |
| NFG | B | -0.22% | |
| GPC | D | -0.22% | |
| VTRS | D | -0.22% | |
| DBX | D | -0.22% | |
| HPE | D | -0.22% | |
| HOG | C | -0.22% | |
| OC | D | -0.22% | |
| UGI | C | -0.22% | |
| MTCH | C | -0.22% | |
| JEF | B | -0.22% | |
| NWSA | D | -0.22% | |
| HII | D | -0.22% | |
| AKAM | D | -0.22% | |
| BERY | B | -0.21% | |
| DAL | C | -0.21% | |
| THC | A | -0.21% | |
| TPR | C | -0.21% | |
| RL | C | -0.21% | |
| WAL | B | -0.21% | |
| SWKS | D | -0.21% | |
| ARW | C | -0.21% | |
| PAYC | D | -0.21% | |
| KBR | D | -0.21% | |
| WU | F | -0.2% | |
| COHR | C | -0.2% | |
| K | B | -0.2% | |
| ALLY | F | -0.2% | |
| OSK | F | -0.2% | |
| CMA | B | -0.2% | |
| CNXC | F | -0.2% | |
| TAP | D | -0.2% | |
| AVT | C | -0.2% | |
| BC | C | -0.2% | |
| WCC | D | -0.2% | |
| MAN | C | -0.2% | |
| TYL | C | -0.2% | |
| SNV | C | -0.19% | |
| CRI | D | -0.19% | |
| FNB | C | -0.19% | |
| MDU | C | -0.19% | |
| KEY | B | -0.19% | |
| IPG | C | -0.19% | |
| CHK | D | -0.19% | |
| ST | D | -0.19% | |
| SNX | D | -0.19% | |
| AN | D | -0.19% | |
| TXT | D | -0.19% | |
| PAG | D | -0.18% | |
| LKQ | F | -0.18% | |
| JBL | D | -0.18% | |
| SJM | C | -0.18% | |
| ANSS | D | -0.18% | |
| AGO | C | -0.18% | |
| MUSA | D | -0.18% | |
| THO | D | -0.18% | |
| DLB | F | -0.18% | |
| OVV | F | -0.18% | |
| GNTX | F | -0.18% | |
| QRVO | F | -0.18% | |
| STWD | A | -0.18% | |
| DINO | F | -0.18% | |
| WHR | D | -0.18% | |
| CLVT | D | -0.18% | |
| MSM | D | -0.18% | |
| ZBH | F | -0.17% | |
| JHG | B | -0.17% | |
| ACI | F | -0.17% | |
| IVZ | B | -0.17% | |
| LAD | D | -0.17% | |
| JWN | C | -0.17% | |
| OMF | D | -0.17% | |
| DXC | C | -0.17% | |
| EPAM | F | -0.17% | |
| MGM | F | -0.17% | |
| RHI | D | -0.17% | |
| UAL | C | -0.17% | |
| CRBG | D | -0.16% | |
| PTC | D | -0.16% | |
| PVH | F | -0.16% | |
| VAC | F | -0.16% | |
| INGR | B | -0.16% | |
| DELL | D | -0.16% | |
| BAX | C | -0.16% | |
| BYD | C | -0.16% | |
| AYI | B | -0.16% | |
| GAP | F | -0.16% | |
| M | F | -0.16% | |
| POST | C | -0.15% | |
| GFS | F | -0.15% | |
| VRSN | D | -0.15% | |
| ZION | D | -0.15% | |
| GLOB | D | -0.15% | |
| DT | C | -0.15% | |
| BWA | D | -0.15% | |
| FHN | D | -0.15% | |
| COLB | B | -0.15% | |
| EHC | C | -0.15% | |
| AXS | B | -0.15% | |
| LEA | F | -0.15% | |
| TNL | D | -0.15% | |
| APTV | D | -0.15% | |
| PSN | B | -0.14% | |
| BEN | F | -0.14% | |
| CROX | D | -0.14% | |
| DAY | D | -0.14% | |
| WEN | C | -0.14% | |
| CACC | F | -0.14% | |
| SON | C | -0.14% | |
| POOL | C | -0.14% | |
| ARMK | B | -0.14% | |
| REG | C | -0.14% | |
| DOCU | C | -0.14% | |
| SWK | B | -0.14% | |
| PB | B | -0.14% | |
| GLPI | C | -0.13% | |
| FIS | B | -0.13% | |
| BG | D | -0.13% | |
| NNN | C | -0.13% | |
| ENTG | F | -0.13% | |
| WBS | D | -0.13% | |
| PH | B | -0.13% | |
| AGNC | B | -0.13% | |
| PK | D | -0.13% | |
| KRC | C | -0.13% | |
| PNC | B | -0.12% | |
| PATH | D | -0.12% | |
| KSS | F | -0.12% | |
| PEGA | C | -0.12% | |
| FHB | D | -0.12% | |
| CUZ | B | -0.12% | |
| IPGP | F | -0.12% | |
| PARA | F | -0.12% | |
| ZI | D | -0.12% | |
| G | C | -0.12% | |
| OKTA | F | -0.12% | |
| VZ | B | -0.12% | |
| AGR | B | -0.11% | |
| LEG | D | -0.11% | |
| SPB | C | -0.11% | |
| BBWI | F | -0.11% | |
| NWL | C | -0.11% | |
| EXC | C | -0.11% | |
| ONTO | D | -0.11% | |
| PII | D | -0.11% | |
| COLM | C | -0.11% | |
| IAC | C | -0.11% | |
| TSN | C | -0.11% | |
| WH | B | -0.11% | |
| CPRI | D | -0.11% | |
| OZK | D | -0.11% | |
| BSY | D | -0.11% | |
| TDC | F | -0.11% | |
| PRGO | D | -0.11% | |
| U | D | -0.11% | |
| CZR | C | -0.1% | |
| CIVI | F | -0.1% | |
| TFX | C | -0.1% | |
| CWEN | C | -0.1% | |
| WPC | C | -0.1% | |
| DV | F | -0.1% | |
| SNDR | B | -0.1% | |
| D | C | -0.1% | |
| JAZZ | D | -0.09% | |
| BOKF | B | -0.09% | |
| RGA | C | -0.09% | |
| PINC | C | -0.09% | |
| SMAR | C | -0.09% | |
| MTN | D | -0.09% | |
| AAP | F | -0.08% | |
| HST | C | -0.08% | |
| GTES | C | -0.08% | |
| ALGM | F | -0.08% | |
| VFC | C | -0.08% | |
| MPW | C | -0.08% | |
| BDX | D | -0.07% | |
| HSIC | C | -0.07% | |
| ADTN | D | -0.07% | |
| OGN | D | -0.07% | |
| FTRE | D | -0.06% | |
| UHAL | A | -0.05% | |
| INFA | D | -0.05% | |
| SOLV | C | -0.05% | |
| CE | F | -0.04% | |
| EQR | B | -0.03% | |
| NVT | D | -0.03% | |
| HUN | D | -0.03% | |
| CLF | F | -0.02% | |
| CR | C | -0.01% | |
| BRX | B | -0.01% | |
| LOPE | D | -0.0% |
UPAR: Top Represented Industries & Keywords
JVAL: Top Represented Industries & Keywords
Industries:
Software - Application
Banks - Regional - US
Semiconductors
Information Technology Services
Software - Infrastructure
Diversified Industrials
Oil & Gas E&P
Packaged Foods
Packaging & Containers
Semiconductor Equipment & Materials
Asset Management
Specialty Retail
Utilities - Regulated Electric
Apparel Manufacturing
Auto Parts
Drug Manufacturers - Major
Health Care Plans
Internet Content & Information
REIT - Retail
Credit Services
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