USMF vs. JPSE ETF Comparison

Comparison of WisdomTree U.S. Multifactor Fund (USMF) to JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE)
USMF

WisdomTree U.S. Multifactor Fund

USMF Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$48.53

Average Daily Volume

23,364

Number of Holdings *

197

* may have additional holdings in another (foreign) market
JPSE

JPMorgan Diversified Return U.S. Small Cap Equity ETF

JPSE Description The Fund seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 2000 Diversified Factor Index.

Grade (RS Rating)

Last Trade

$48.29

Average Daily Volume

37,550

Number of Holdings *

532

* may have additional holdings in another (foreign) market
Performance
Period USMF JPSE
30 Days 2.18% 5.44%
60 Days 4.60% 4.07%
90 Days 6.66% 12.08%
12 Months 25.77% 23.01%
7 Overlapping Holdings
Symbol Grade Weight in USMF Weight in JPSE Overlap
ANF D 0.28% 0.04% 0.04%
CMC D 0.25% 0.29% 0.25%
HQY C 0.2% 0.22% 0.2%
MLI B 0.28% 0.37% 0.28%
NSIT D 1.12% 0.3% 0.3%
RHP C 0.69% 0.26% 0.26%
SFM B 0.29% 0.39% 0.29%
USMF Overweight 190 Positions Relative to JPSE
Symbol Grade Weight
MSI B 1.62%
IBM B 1.62%
FFIV B 1.5%
VRSN D 1.46%
CTSH C 1.42%
ROP C 1.41%
CSCO C 1.37%
GDDY C 1.23%
TMUS C 1.22%
TDY B 1.18%
AKAM D 1.18%
SNX D 1.13%
T C 1.1%
FOXA B 1.1%
EA D 1.06%
JNPR B 0.98%
WDAY D 0.95%
CMCSA D 0.94%
VNT F 0.93%
OMC B 0.93%
NYT C 0.91%
VZ B 0.88%
DBX D 0.87%
TJX B 0.86%
CRUS D 0.84%
HPQ D 0.83%
MUSA D 0.83%
WPC C 0.81%
NTAP D 0.79%
FTNT C 0.79%
DRI B 0.77%
HRB C 0.77%
IPG C 0.74%
DOCU C 0.72%
CIEN C 0.7%
ARMK B 0.65%
HST C 0.65%
HPE D 0.65%
DIS D 0.64%
EPAM F 0.64%
TXRH C 0.62%
APP C 0.61%
QCOM D 0.61%
GNTX F 0.58%
JBL D 0.57%
CMG C 0.55%
JNJ C 0.53%
LMT C 0.51%
GM C 0.51%
ABBV C 0.51%
DTM B 0.5%
APPF D 0.5%
HIG B 0.48%
GILD B 0.48%
ULTA D 0.48%
HOLX C 0.46%
REGN C 0.46%
INGR B 0.45%
CBOE C 0.45%
EHC C 0.45%
UTHR C 0.45%
ATR B 0.44%
CL D 0.44%
CAH C 0.44%
CACI B 0.44%
DPZ F 0.44%
LDOS B 0.44%
AFL C 0.44%
DGX B 0.44%
BRK.A C 0.43%
L C 0.43%
BMY C 0.43%
BSX B 0.43%
RL C 0.43%
RSG D 0.43%
ECL B 0.43%
EXPE C 0.42%
WMT C 0.42%
TRV C 0.42%
WM D 0.42%
FSLR C 0.42%
UHS B 0.41%
HCA B 0.41%
ETR B 0.41%
KMB D 0.41%
MMC C 0.41%
CNA C 0.41%
MO C 0.41%
CW B 0.4%
WRB C 0.4%
XOM C 0.4%
PSN B 0.4%
SYK C 0.39%
PG C 0.39%
RGA C 0.39%
AEP C 0.39%
ORI B 0.39%
OGE C 0.39%
CINF C 0.39%
MRK D 0.38%
SYY D 0.38%
PPC D 0.38%
JPM D 0.38%
EXEL C 0.38%
POST C 0.38%
AMP A 0.37%
GIS B 0.37%
INCY C 0.37%
EIX C 0.37%
CHE C 0.37%
MCK F 0.37%
KR C 0.36%
CAG C 0.36%
PCG C 0.36%
AIZ B 0.36%
UNM B 0.36%
ELV C 0.36%
CMI C 0.35%
ALL B 0.35%
PGR B 0.35%
ACI F 0.35%
KHC C 0.35%
AFG B 0.35%
RLI B 0.35%
RYAN D 0.35%
XEL B 0.35%
MOH D 0.35%
SAIC C 0.35%
DKS D 0.34%
WAB A 0.34%
AIG D 0.34%
ZBH F 0.34%
GPK B 0.34%
DCI C 0.34%
PRI B 0.34%
ADTN D 0.34%
AXP B 0.34%
MET B 0.34%
FANG D 0.34%
VRTX D 0.33%
MKL C 0.33%
VTRS D 0.33%
HII D 0.33%
PRU C 0.33%
TAP D 0.32%
MPC F 0.32%
DE B 0.32%
MSA D 0.32%
CNC D 0.32%
VOYA B 0.32%
CCK A 0.31%
IBKR B 0.31%
NBIX F 0.31%
EME B 0.31%
KEX C 0.31%
ALSN B 0.31%
WSM D 0.31%
CI C 0.3%
PCAR D 0.3%
TXT D 0.3%
VLO F 0.29%
AYI B 0.29%
CHRD F 0.29%
WFC D 0.29%
FLS D 0.29%
LLY C 0.28%
FCNCA D 0.28%
THC A 0.28%
WWD D 0.28%
DVN F 0.28%
EQH C 0.27%
SYF C 0.27%
HAL F 0.26%
NRG C 0.26%
DVA B 0.26%
APO C 0.25%
MTB B 0.25%
DINO F 0.25%
GAP F 0.25%
OVV F 0.23%
STLD F 0.23%
OC D 0.23%
SW B 0.23%
DAL C 0.22%
CRBG D 0.22%
LPLA D 0.22%
APA F 0.22%
TGT C 0.2%
CNM F 0.2%
GL C 0.17%
USMF Underweight 525 Positions Relative to JPSE
Symbol Grade Weight
LUMN C -1.01%
RDFN C -0.52%
CRS B -0.42%
NMRK A -0.4%
SATS C -0.39%
MHO B -0.37%
LNTH D -0.37%
SBRA C -0.37%
ENSG B -0.37%
AKR B -0.37%
PFSI C -0.36%
TMHC A -0.36%
NHI C -0.36%
CRVL B -0.36%
CPRX B -0.36%
PATK B -0.35%
UFPT B -0.35%
JXN A -0.35%
CTRE C -0.35%
CNO B -0.35%
RDN C -0.34%
UE B -0.34%
GPI B -0.34%
EPRT B -0.34%
LZB C -0.34%
IIPR B -0.34%
STC B -0.34%
TDS C -0.33%
POR C -0.33%
CPK B -0.33%
CORT C -0.33%
BKH B -0.33%
VGR B -0.33%
OGS B -0.33%
LAUR C -0.33%
IDCC C -0.33%
COOP C -0.33%
IDT C -0.33%
CALM A -0.33%
KRG B -0.33%
ESNT B -0.33%
GNW B -0.32%
AVA C -0.32%
CNX B -0.32%
MATX B -0.32%
BKE B -0.32%
BCPC C -0.32%
SKT B -0.32%
AIT A -0.32%
KBH A -0.32%
MMSI B -0.32%
BMI A -0.32%
CWST D -0.32%
HLIT C -0.31%
NWE B -0.31%
PRMW B -0.31%
ESRT B -0.31%
INVA B -0.31%
JOE C -0.31%
SCVL B -0.31%
CBT B -0.31%
BCC C -0.31%
ACLX B -0.31%
PLXS A -0.31%
UFPI C -0.31%
NJR B -0.31%
MTH A -0.31%
ITGR A -0.31%
STRL B -0.31%
ACA B -0.31%
SLVM B -0.31%
AROC D -0.3%
ONB C -0.3%
SEM D -0.3%
CCOI C -0.3%
PRDO D -0.3%
SIG C -0.3%
BNL B -0.3%
FCPT C -0.3%
SPSC D -0.3%
SR B -0.3%
TRNO C -0.3%
PBH B -0.3%
LTC C -0.3%
APAM C -0.29%
WTS C -0.29%
OPCH C -0.29%
SLG C -0.29%
AGYS D -0.29%
ENVA C -0.29%
ALE B -0.29%
MC B -0.29%
FUL C -0.29%
PECO B -0.29%
LGND C -0.29%
AVNT B -0.29%
COLL C -0.29%
MAC B -0.29%
DHT D -0.28%
ASTH B -0.28%
PCH C -0.28%
TGNA D -0.28%
FELE C -0.28%
GEO F -0.28%
PDM B -0.28%
FN D -0.28%
NOVT D -0.28%
MMS C -0.28%
UTZ C -0.27%
EFC B -0.27%
JJSF C -0.27%
NMIH B -0.27%
EPC F -0.27%
PRGS C -0.27%
ABCB B -0.27%
WDFC C -0.27%
YELP F -0.26%
STNG D -0.26%
TPH C -0.26%
ANDE D -0.26%
NWN C -0.26%
ETH D -0.26%
OTTR F -0.26%
SHO C -0.26%
HASI C -0.26%
IBP D -0.26%
LILAK D -0.26%
TPB B -0.26%
UBSI B -0.26%
FIZZ D -0.25%
QTWO A -0.25%
DEI B -0.25%
LANC D -0.25%
OFG C -0.25%
ENR D -0.25%
SMPL D -0.25%
HNI C -0.25%
IOSP D -0.25%
MTX F -0.25%
CXW F -0.25%
INFN B -0.25%
TTMI D -0.24%
TNK F -0.24%
BHE D -0.24%
FDP C -0.24%
CDE C -0.24%
FSS D -0.24%
TILE B -0.24%
CSWI B -0.24%
IRT B -0.24%
WHD C -0.24%
GMS D -0.24%
ROIC C -0.24%
GRBK B -0.24%
MGY C -0.24%
NAVI C -0.24%
HCC F -0.24%
CVLT B -0.24%
PLAB F -0.24%
MATV C -0.23%
HLX F -0.23%
SWX C -0.23%
SM F -0.23%
NPO D -0.23%
DBRG D -0.23%
INSW D -0.23%
EXTR C -0.23%
HLNE B -0.23%
AAT B -0.23%
AMPH C -0.23%
BDN B -0.23%
MTRN F -0.23%
NTB C -0.23%
AAOI C -0.23%
CLFD D -0.23%
ADUS B -0.23%
ASO C -0.23%
SXT C -0.23%
GATX D -0.23%
MGEE B -0.23%
CEIX D -0.23%
AEIS D -0.23%
PLUS A -0.23%
CSTM F -0.23%
UVV D -0.22%
CARG B -0.22%
IMKTA D -0.22%
HOMB B -0.22%
EXPI C -0.22%
CWT C -0.22%
RLJ D -0.22%
SMR D -0.22%
FORM F -0.22%
SWBI F -0.22%
WAFD C -0.22%
LPG F -0.22%
APLE D -0.22%
WOR D -0.22%
ESGR D -0.22%
RDNT B -0.22%
KOP F -0.21%
ARCB D -0.21%
CHX F -0.21%
SCS D -0.21%
DEA B -0.21%
AX D -0.21%
SANM D -0.21%
KTB B -0.21%
SXI C -0.21%
VIAV D -0.21%
SGRY C -0.21%
LXP B -0.21%
MGPI D -0.21%
JBSS D -0.21%
HTH C -0.21%
CRAI D -0.21%
OPEN D -0.21%
BDC B -0.2%
CTS D -0.2%
ORA C -0.2%
APOG B -0.2%
SCSC D -0.2%
WK D -0.2%
TNET F -0.2%
KLIC F -0.2%
DGII D -0.2%
DRH C -0.2%
UCTT F -0.2%
EQC C -0.2%
SHOO B -0.2%
BGS D -0.2%
VLY C -0.2%
LBRT D -0.2%
SUPN C -0.2%
ABM D -0.19%
SPTN C -0.19%
ANIP D -0.19%
DIOD F -0.19%
DVAX D -0.19%
LADR C -0.19%
HAE F -0.19%
STRA F -0.19%
HAYN D -0.19%
VSH F -0.19%
NTGR C -0.19%
GSAT F -0.19%
QLYS F -0.19%
SJW C -0.18%
GEF D -0.18%
GTY B -0.18%
CABO F -0.18%
CNXN B -0.18%
RYI D -0.18%
SXC F -0.18%
WTTR D -0.18%
CATY C -0.18%
MTUS F -0.18%
PBF F -0.18%
HE F -0.18%
POWI F -0.18%
PMT C -0.18%
XHR B -0.18%
KWR D -0.18%
OEC F -0.18%
AEO F -0.18%
COHU F -0.18%
ABR B -0.18%
AMR F -0.17%
EIG C -0.17%
WGO D -0.17%
MED F -0.17%
ALKS C -0.17%
TROX F -0.17%
ANET B -0.17%
GFF D -0.17%
URBN F -0.17%
CNMD D -0.17%
CRC C -0.17%
MUR F -0.17%
ACRE C -0.17%
IBOC D -0.17%
WMK C -0.17%
USPH F -0.17%
ATEN C -0.16%
GPOR D -0.16%
ASC D -0.16%
NBTB D -0.16%
HVT D -0.16%
ALEX B -0.16%
COMM B -0.16%
RGR D -0.16%
UEC D -0.16%
ATKR F -0.16%
FBP C -0.16%
AZZ D -0.16%
NWBI C -0.16%
CALX D -0.16%
PEB D -0.16%
SKYW C -0.16%
HOPE B -0.16%
ASGN D -0.16%
ARI F -0.16%
FUBO D -0.16%
CENTA F -0.16%
ARCH F -0.16%
SHEN F -0.16%
SCL F -0.16%
VITL D -0.15%
MGRC F -0.15%
CLW F -0.15%
HWC D -0.15%
NTCT C -0.15%
UNFI C -0.15%
GOGO F -0.15%
RMBS F -0.15%
SFNC B -0.15%
KFY B -0.15%
HI F -0.15%
ARCT F -0.15%
LCII C -0.15%
KLG C -0.15%
AWR B -0.15%
CMRE D -0.15%
LXU D -0.15%
ECVT F -0.14%
RYAM B -0.14%
CSGS C -0.14%
CENX D -0.14%
ACT B -0.14%
AGM D -0.14%
REX D -0.14%
FULT D -0.14%
MLKN D -0.14%
BLMN F -0.14%
WSR D -0.14%
KALU F -0.14%
CRK D -0.14%
PRG A -0.13%
RC F -0.13%
HLF F -0.13%
VCTR B -0.13%
HOV C -0.13%
WSBC D -0.13%
OCFC B -0.13%
IGT D -0.13%
ODP F -0.13%
CVI F -0.13%
PARR F -0.13%
DX B -0.13%
OMI D -0.13%
NGVT D -0.13%
CCS B -0.13%
OXM F -0.12%
IPAR F -0.12%
EGHT F -0.12%
BZH B -0.12%
RWT B -0.12%
PTEN F -0.12%
PDCO F -0.12%
HRMY B -0.12%
ACLS F -0.12%
IVT B -0.12%
AIN D -0.12%
NSP F -0.12%
ENS D -0.12%
RNST D -0.12%
NOG D -0.12%
EXPO B -0.12%
MOG.A B -0.12%
GNK D -0.11%
CNSL B -0.11%
ABG D -0.11%
ASIX C -0.11%
EE B -0.11%
AUB D -0.11%
ZEUS F -0.11%
SSTK F -0.11%
THS C -0.11%
EVTC D -0.11%
ACCO C -0.11%
ALRM F -0.11%
XRX D -0.11%
FFBC D -0.11%
PRFT B -0.1%
SVC D -0.1%
SD F -0.1%
PGRE C -0.1%
SLP F -0.1%
OSUR D -0.1%
RDUS D -0.1%
USNA F -0.1%
PBI D -0.1%
OMCL C -0.1%
WNC F -0.1%
PNTG B -0.1%
MYGN C -0.1%
UMBF B -0.1%
BLKB C -0.1%
GIII C -0.1%
HWKN C -0.09%
THRM D -0.09%
NEO C -0.09%
FLGT D -0.09%
SNEX B -0.09%
BSIG B -0.09%
VREX F -0.09%
MSEX C -0.09%
CSTL C -0.09%
HPP D -0.09%
INN B -0.09%
TRMK C -0.08%
BRY F -0.08%
SAFT D -0.08%
CMCO F -0.08%
CNS B -0.08%
AVNW F -0.08%
MOV F -0.08%
CASH B -0.08%
BXC D -0.08%
IPI D -0.08%
BANF B -0.08%
UNIT C -0.08%
DFIN B -0.08%
ICHR F -0.08%
AVNS B -0.07%
DOLE A -0.07%
PSMT B -0.07%
SRCE D -0.07%
TRST C -0.07%
AHCO C -0.07%
CWK B -0.07%
FCF C -0.07%
DORM B -0.07%
EAF D -0.07%
HAIN D -0.07%
VRTS F -0.07%
FLNG C -0.07%
ZUMZ D -0.07%
NHC D -0.07%
FRME D -0.06%
CARS D -0.06%
CHEF D -0.06%
AMWD D -0.06%
BUSE C -0.06%
CHCO B -0.06%
CWCO F -0.06%
DNOW D -0.06%
HSII C -0.06%
HUBG C -0.06%
HCSG C -0.05%
MWA B -0.05%
WOW D -0.05%
SCHL D -0.05%
CCRN F -0.05%
B D -0.05%
NPK D -0.05%
NX F -0.05%
TH D -0.05%
CHCT F -0.05%
KRO D -0.05%
METC F -0.05%
ZYXI F -0.05%
RBCAA B -0.05%
TK C -0.05%
CTBI B -0.05%
FWRD C -0.05%
NAT D -0.05%
MEI D -0.05%
STAA F -0.04%
HMN D -0.04%
MYE D -0.04%
GRWG F -0.04%
RES D -0.04%
KREF B -0.04%
GTN D -0.04%
NUS F -0.04%
SYNA F -0.04%
BXMT C -0.04%
MRC D -0.04%
MITK F -0.04%
VRNT F -0.04%
EGY D -0.04%
AMPS F -0.03%
CSV C -0.03%
MXL F -0.03%
PLL F -0.03%
OSPN B -0.03%
IRWD F -0.03%
THFF B -0.03%
LWLG F -0.03%
VNDA F -0.03%
AIV B -0.03%
CWH C -0.03%
TRTX C -0.03%
LFMD F -0.03%
CAL F -0.03%
NATR F -0.03%
CCSI C -0.02%
BOOM D -0.02%
PCRX F -0.02%
CIX C -0.02%
GIC D -0.02%
SIGI D -0.02%
RGP F -0.02%
ANIK D -0.02%
TG A -0.02%
DXPE D -0.02%
MMI C -0.02%
SRDX D -0.02%
NNI B -0.02%
TRS D -0.02%
BH F -0.01%
CCBG B -0.01%
NR D -0.01%
CHUY C -0.01%
STHO C -0.01%
TNC F -0.01%
TBI F -0.01%
ECPG D -0.01%
UNF C -0.01%
HL C -0.01%
AVD F -0.01%
AOSL D -0.01%
RBBN D -0.0%
BRKL C -0.0%
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