USXF vs. JMOM ETF Comparison
Comparison of iShares ESG Advanced MSCI USA ETF (USXF) to JPMorgan U.S. Momentum Factor ETF (JMOM)
USXF
iShares ESG Advanced MSCI USA ETF
USXF Description
The investment seeks to track the investment results of the MSCI USA Choice ESG Screened Index (the “underlying index”). The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance (“ESG”) ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.
Grade (RS Rating)
Last Trade
$49.14
Average Daily Volume
61,016
Number of Holdings
*
347
* may have additional holdings in another (foreign) market
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
$57.50
Average Daily Volume
50,616
Number of Holdings
*
267
* may have additional holdings in another (foreign) market
Performance
| Period | USXF | JMOM |
|---|---|---|
| 30 Days | 5.47% | 6.00% |
| 60 Days | 12.45% | 13.47% |
| 90 Days | 4.58% | 6.59% |
| 12 Months | 42.77% | 42.98% |
110 Overlapping Holdings
| Symbol | Grade | Weight in USXF | Weight in JMOM | Overlap | |
|---|---|---|---|---|---|
| ACGL | A | 0.21% | 0.33% | 0.21% | |
| ADI | B | 0.58% | 0.59% | 0.58% | |
| AFL | A | 0.3% | 0.38% | 0.3% | |
| AJG | C | 0.3% | 0.35% | 0.3% | |
| AMAT | C | 0.87% | 0.81% | 0.81% | |
| AMD | C | 1.35% | 0.98% | 0.98% | |
| AMP | A | 0.23% | 0.36% | 0.23% | |
| ANET | A | 0.51% | 0.56% | 0.51% | |
| APH | D | 0.39% | 0.46% | 0.39% | |
| AVGO | B | 3.93% | 2.4% | 2.4% | |
| AXON | A | 0.14% | 0.3% | 0.14% | |
| AXP | A | 0.77% | 0.71% | 0.71% | |
| AZO | D | 0.27% | 0.37% | 0.27% | |
| BAH | C | 0.1% | 0.26% | 0.1% | |
| BK | A | 0.26% | 0.38% | 0.26% | |
| BKNG | B | 0.72% | 0.65% | 0.65% | |
| BR | B | 0.13% | 0.02% | 0.02% | |
| BRO | A | 0.12% | 0.26% | 0.12% | |
| BSY | D | 0.04% | 0.06% | 0.04% | |
| CB | A | 0.56% | 0.57% | 0.56% | |
| CBOE | B | 0.11% | 0.25% | 0.11% | |
| CBRE | C | 0.19% | 0.33% | 0.19% | |
| CHD | D | 0.13% | 0.24% | 0.13% | |
| CPRT | B | 0.22% | 0.32% | 0.22% | |
| CRWD | D | 0.32% | 0.43% | 0.32% | |
| CTAS | C | 0.38% | 0.44% | 0.38% | |
| DASH | A | 0.22% | 0.38% | 0.22% | |
| DECK | B | 0.12% | 0.27% | 0.12% | |
| DHI | C | 0.28% | 0.2% | 0.2% | |
| DHR | D | 0.92% | 0.75% | 0.75% | |
| DLR | C | 0.26% | 0.38% | 0.26% | |
| EME | B | 0.1% | 0.29% | 0.1% | |
| EQIX | C | 0.42% | 0.0% | 0.0% | |
| ETN | B | 0.66% | 0.66% | 0.66% | |
| FFIV | B | 0.06% | 0.25% | 0.06% | |
| FICO | C | 0.24% | 0.36% | 0.24% | |
| GDDY | B | 0.11% | 0.27% | 0.11% | |
| GEV | A | 0.34% | 0.31% | 0.31% | |
| GLW | C | 0.18% | 0.32% | 0.18% | |
| GWW | B | 0.23% | 0.36% | 0.23% | |
| H | B | 0.04% | 0.17% | 0.04% | |
| HCA | C | 0.4% | 0.24% | 0.24% | |
| HD | A | 1.96% | 1.42% | 1.42% | |
| HIG | A | 0.17% | 0.28% | 0.17% | |
| HLT | A | 0.29% | 0.39% | 0.29% | |
| HPE | B | 0.13% | 0.18% | 0.13% | |
| HUBB | A | 0.11% | 0.29% | 0.11% | |
| HWM | A | 0.19% | 0.34% | 0.19% | |
| ICE | A | 0.45% | 0.3% | 0.3% | |
| IFF | D | 0.13% | 0.23% | 0.13% | |
| INTU | F | 0.89% | 0.75% | 0.75% | |
| INVH | D | 0.11% | 0.04% | 0.04% | |
| IQV | F | 0.22% | 0.3% | 0.22% | |
| IRM | B | 0.17% | 0.31% | 0.17% | |
| IT | A | 0.2% | 0.33% | 0.2% | |
| JNPR | C | 0.06% | 0.22% | 0.06% | |
| KLAC | B | 0.54% | 0.58% | 0.54% | |
| LII | C | 0.1% | 0.27% | 0.1% | |
| LIN | C | 1.16% | 0.22% | 0.22% | |
| LOW | C | 0.76% | 0.35% | 0.35% | |
| LRCX | D | 0.55% | 0.53% | 0.53% | |
| MANH | A | 0.09% | 0.26% | 0.09% | |
| MOH | F | 0.1% | 0.24% | 0.1% | |
| MPWR | B | 0.23% | 0.37% | 0.23% | |
| MRVL | C | 0.32% | 0.41% | 0.32% | |
| MSTR | B | 0.13% | 0.36% | 0.13% | |
| MU | D | 0.61% | 0.59% | 0.59% | |
| NOW | B | 0.9% | 0.81% | 0.81% | |
| NTAP | D | 0.13% | 0.29% | 0.13% | |
| NVDA | B | 15.22% | 2.23% | 2.23% | |
| ORLY | A | 0.34% | 0.39% | 0.34% | |
| PANW | B | 0.55% | 0.54% | 0.54% | |
| PCAR | D | 0.26% | 0.33% | 0.26% | |
| PGR | B | 0.74% | 0.68% | 0.68% | |
| PH | A | 0.41% | 0.48% | 0.41% | |
| PHM | C | 0.15% | 0.3% | 0.15% | |
| PNR | C | 0.08% | 0.06% | 0.06% | |
| PSTG | F | 0.08% | 0.2% | 0.08% | |
| PTC | B | 0.11% | 0.27% | 0.11% | |
| PWR | A | 0.22% | 0.37% | 0.22% | |
| QCOM | D | 0.96% | 0.85% | 0.85% | |
| RCL | B | 0.22% | 0.36% | 0.22% | |
| ROL | C | 0.07% | 0.15% | 0.07% | |
| ROP | D | 0.3% | 0.37% | 0.3% | |
| RPM | A | 0.08% | 0.12% | 0.08% | |
| RS | D | 0.08% | 0.07% | 0.07% | |
| RSG | D | 0.22% | 0.32% | 0.22% | |
| SNPS | F | 0.39% | 0.11% | 0.11% | |
| SPG | A | 0.27% | 0.37% | 0.27% | |
| STLD | C | 0.09% | 0.23% | 0.09% | |
| SYK | C | 0.62% | 0.61% | 0.61% | |
| TER | C | 0.11% | 0.16% | 0.11% | |
| TJX | D | 0.67% | 0.62% | 0.62% | |
| TSCO | A | 0.15% | 0.16% | 0.15% | |
| TT | A | 0.44% | 0.5% | 0.44% | |
| TXN | C | 0.95% | 0.84% | 0.84% | |
| TYL | D | 0.12% | 0.27% | 0.12% | |
| URI | C | 0.27% | 0.4% | 0.27% | |
| VLTO | A | 0.14% | 0.1% | 0.1% | |
| VRSK | D | 0.19% | 0.09% | 0.09% | |
| VRT | B | 0.18% | 0.38% | 0.18% | |
| VRTX | D | 0.6% | 0.59% | 0.59% | |
| VTR | C | 0.13% | 0.27% | 0.13% | |
| WDC | C | 0.12% | 0.29% | 0.12% | |
| WELL | C | 0.38% | 0.44% | 0.38% | |
| WLK | C | 0.03% | 0.19% | 0.03% | |
| WM | B | 0.41% | 0.46% | 0.41% | |
| WSM | C | 0.1% | 0.09% | 0.09% | |
| WSO | C | 0.09% | 0.19% | 0.09% | |
| ZS | F | 0.08% | 0.22% | 0.08% |
USXF Overweight 237 Positions Relative to JMOM
| Symbol | Grade | Weight | |
|---|---|---|---|
| V | B | 2.13% | |
| MA | A | 2.03% | |
| ADBE | F | 1.14% | |
| VZ | C | 0.94% | |
| AMGN | D | 0.85% | |
| SPGI | C | 0.82% | |
| CMCSA | B | 0.8% | |
| BLK | A | 0.7% | |
| MS | A | 0.64% | |
| ELV | F | 0.6% | |
| PLD | D | 0.58% | |
| ADP | A | 0.56% | |
| REGN | D | 0.56% | |
| MMC | D | 0.55% | |
| DE | C | 0.54% | |
| AMT | D | 0.54% | |
| FI | A | 0.52% | |
| INTC | D | 0.51% | |
| MELI | D | 0.48% | |
| SCHW | D | 0.48% | |
| SHW | C | 0.46% | |
| ZTS | C | 0.44% | |
| PYPL | A | 0.4% | |
| MCO | D | 0.39% | |
| ITW | C | 0.39% | |
| CME | A | 0.39% | |
| CDNS | D | 0.37% | |
| TGT | C | 0.36% | |
| PNC | C | 0.36% | |
| USB | C | 0.35% | |
| AON | A | 0.34% | |
| APD | C | 0.33% | |
| NEM | C | 0.32% | |
| CRH | C | 0.32% | |
| NXPI | F | 0.31% | |
| ADSK | B | 0.29% | |
| COF | A | 0.28% | |
| PSA | C | 0.28% | |
| TFC | D | 0.28% | |
| TRV | B | 0.27% | |
| WDAY | D | 0.26% | |
| CCI | D | 0.25% | |
| APO | A | 0.25% | |
| FTNT | A | 0.25% | |
| ROST | D | 0.25% | |
| AIG | C | 0.24% | |
| TEL | D | 0.23% | |
| FIS | A | 0.23% | |
| WCN | D | 0.23% | |
| PRU | B | 0.22% | |
| CMI | A | 0.22% | |
| KVUE | C | 0.22% | |
| FAST | C | 0.21% | |
| GIS | C | 0.21% | |
| OTIS | A | 0.21% | |
| IDXX | D | 0.21% | |
| A | B | 0.21% | |
| MCHP | F | 0.21% | |
| PAYX | B | 0.21% | |
| EW | F | 0.2% | |
| AME | C | 0.2% | |
| GEHC | C | 0.2% | |
| FERG | F | 0.2% | |
| KDP | C | 0.2% | |
| HUM | F | 0.19% | |
| CTSH | B | 0.19% | |
| ODFL | F | 0.19% | |
| YUM | C | 0.19% | |
| IR | A | 0.19% | |
| RMD | C | 0.18% | |
| EA | D | 0.18% | |
| VMC | D | 0.17% | |
| MLM | F | 0.17% | |
| SNOW | F | 0.17% | |
| DFS | A | 0.17% | |
| ALNY | C | 0.17% | |
| NDAQ | C | 0.16% | |
| PPG | D | 0.16% | |
| ON | F | 0.16% | |
| MTD | C | 0.16% | |
| DDOG | B | 0.16% | |
| WAB | A | 0.16% | |
| AVB | C | 0.16% | |
| EBAY | A | 0.16% | |
| VEEV | C | 0.16% | |
| XYL | C | 0.16% | |
| MTB | A | 0.15% | |
| NVR | C | 0.15% | |
| CHTR | D | 0.15% | |
| WTW | C | 0.15% | |
| LULU | D | 0.15% | |
| CSGP | F | 0.15% | |
| CDW | D | 0.15% | |
| ROK | D | 0.15% | |
| FTV | C | 0.14% | |
| KEYS | B | 0.14% | |
| AWK | D | 0.14% | |
| BIIB | F | 0.14% | |
| ANSS | D | 0.14% | |
| EQR | C | 0.13% | |
| SBAC | C | 0.13% | |
| SW | C | 0.13% | |
| FSLR | C | 0.13% | |
| HUBS | D | 0.13% | |
| TEAM | D | 0.13% | |
| STT | A | 0.13% | |
| DOV | C | 0.13% | |
| DXCM | F | 0.13% | |
| GRMN | D | 0.13% | |
| BLDR | C | 0.12% | |
| EL | D | 0.12% | |
| STE | D | 0.12% | |
| RJF | B | 0.12% | |
| TROW | D | 0.12% | |
| NET | D | 0.12% | |
| GPN | F | 0.12% | |
| MKC | C | 0.11% | |
| HBAN | B | 0.11% | |
| ILMN | B | 0.11% | |
| WAT | B | 0.11% | |
| CSL | A | 0.11% | |
| K | B | 0.11% | |
| STX | C | 0.11% | |
| ZBH | F | 0.11% | |
| WST | D | 0.11% | |
| ZBRA | B | 0.1% | |
| DG | F | 0.1% | |
| PKG | B | 0.1% | |
| ULTA | D | 0.1% | |
| WBD | F | 0.1% | |
| SYF | A | 0.1% | |
| GPC | D | 0.1% | |
| DRI | C | 0.1% | |
| MDB | D | 0.1% | |
| OMC | C | 0.1% | |
| CLX | C | 0.1% | |
| PFG | A | 0.1% | |
| TRU | C | 0.1% | |
| BBY | C | 0.1% | |
| BALL | C | 0.1% | |
| MRNA | F | 0.1% | |
| RF | B | 0.1% | |
| LPLA | D | 0.09% | |
| DGX | D | 0.09% | |
| FDS | C | 0.09% | |
| LYV | A | 0.09% | |
| AVTR | D | 0.09% | |
| ENTG | D | 0.09% | |
| ALGN | D | 0.09% | |
| AVY | D | 0.09% | |
| EXPD | D | 0.09% | |
| MAS | C | 0.09% | |
| NTRS | B | 0.09% | |
| HOLX | D | 0.09% | |
| ARE | D | 0.09% | |
| OC | C | 0.08% | |
| UTHR | C | 0.08% | |
| DPZ | D | 0.08% | |
| GEN | A | 0.08% | |
| AKAM | D | 0.08% | |
| SNA | C | 0.08% | |
| KIM | C | 0.08% | |
| ENPH | F | 0.08% | |
| CAG | D | 0.08% | |
| RVTY | C | 0.08% | |
| CF | A | 0.08% | |
| KEY | B | 0.08% | |
| DOC | C | 0.08% | |
| SWKS | F | 0.08% | |
| IP | C | 0.08% | |
| FWONK | D | 0.08% | |
| IEX | D | 0.08% | |
| PODD | C | 0.08% | |
| VRSN | C | 0.08% | |
| SWK | C | 0.08% | |
| EG | A | 0.08% | |
| BMRN | F | 0.07% | |
| WPC | C | 0.07% | |
| ACM | A | 0.07% | |
| JBHT | D | 0.07% | |
| POOL | D | 0.07% | |
| NDSN | C | 0.07% | |
| JBL | C | 0.07% | |
| TRMB | B | 0.07% | |
| DT | B | 0.07% | |
| EPAM | F | 0.06% | |
| CCK | C | 0.06% | |
| TFX | C | 0.06% | |
| NBIX | F | 0.06% | |
| IPG | D | 0.06% | |
| OKTA | F | 0.06% | |
| BXP | B | 0.06% | |
| KMX | F | 0.06% | |
| TECH | D | 0.06% | |
| EXAS | C | 0.06% | |
| REG | C | 0.06% | |
| ALLE | A | 0.06% | |
| AMH | D | 0.06% | |
| CHRW | C | 0.06% | |
| JKHY | A | 0.06% | |
| SJM | D | 0.06% | |
| DOCU | A | 0.06% | |
| HST | D | 0.06% | |
| TTC | F | 0.05% | |
| HSIC | D | 0.05% | |
| DAY | C | 0.05% | |
| HRL | F | 0.05% | |
| ALLY | F | 0.05% | |
| MKTX | B | 0.05% | |
| LW | D | 0.05% | |
| CPB | D | 0.05% | |
| QRVO | F | 0.05% | |
| TOST | B | 0.05% | |
| SOLV | C | 0.05% | |
| CNH | C | 0.05% | |
| CG | B | 0.05% | |
| IOT | C | 0.05% | |
| CRL | F | 0.05% | |
| NLY | C | 0.05% | |
| AIZ | B | 0.05% | |
| TWLO | B | 0.05% | |
| INCY | B | 0.05% | |
| LKQ | F | 0.05% | |
| AOS | C | 0.05% | |
| RPRX | D | 0.05% | |
| FBIN | C | 0.05% | |
| CTLT | A | 0.05% | |
| DVA | C | 0.04% | |
| PAYC | D | 0.04% | |
| MOS | F | 0.04% | |
| KNX | D | 0.04% | |
| BEN | F | 0.03% | |
| WBA | F | 0.03% | |
| BIO | B | 0.03% | |
| AZPN | A | 0.03% | |
| BBWI | F | 0.03% | |
| UHAL | C | 0.03% |
USXF Underweight 157 Positions Relative to JMOM
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | A | -2.1% | |
| MSFT | D | -1.98% | |
| AAPL | C | -1.87% | |
| LLY | D | -1.86% | |
| BRK.A | B | -1.82% | |
| GOOGL | B | -1.76% | |
| COST | C | -1.49% | |
| UNH | B | -1.34% | |
| ABBV | C | -1.25% | |
| CRM | B | -1.07% | |
| TMO | D | -0.95% | |
| IBM | A | -0.9% | |
| ORCL | A | -0.89% | |
| GE | B | -0.89% | |
| CAT | A | -0.86% | |
| PM | D | -0.81% | |
| ISRG | C | -0.77% | |
| NFLX | A | -0.76% | |
| UBER | C | -0.65% | |
| BSX | A | -0.6% | |
| AMZN | C | -0.6% | |
| COP | D | -0.57% | |
| TMUS | A | -0.53% | |
| KKR | A | -0.51% | |
| CEG | A | -0.5% | |
| PLTR | A | -0.48% | |
| GS | B | -0.48% | |
| TDG | A | -0.46% | |
| CL | D | -0.46% | |
| MSI | A | -0.44% | |
| GD | C | -0.44% | |
| CMG | C | -0.43% | |
| VST | A | -0.42% | |
| ECL | C | -0.41% | |
| SPOT | C | -0.4% | |
| APP | A | -0.39% | |
| MPC | D | -0.38% | |
| MCK | F | -0.38% | |
| WMB | A | -0.37% | |
| PSX | D | -0.37% | |
| TTD | A | -0.36% | |
| ALL | A | -0.35% | |
| NU | D | -0.34% | |
| DELL | C | -0.34% | |
| ARES | A | -0.31% | |
| COIN | F | -0.3% | |
| CVNA | A | -0.3% | |
| COHR | B | -0.29% | |
| TRGP | A | -0.29% | |
| NRG | A | -0.28% | |
| ONTO | B | -0.27% | |
| FANG | D | -0.27% | |
| KR | C | -0.26% | |
| CAH | B | -0.26% | |
| VLO | F | -0.26% | |
| LDOS | A | -0.26% | |
| CW | A | -0.25% | |
| THC | D | -0.25% | |
| EXP | C | -0.25% | |
| GWRE | A | -0.25% | |
| USFD | C | -0.25% | |
| TOL | C | -0.25% | |
| SCCO | B | -0.25% | |
| JEF | A | -0.24% | |
| RGA | B | -0.24% | |
| NTNX | C | -0.24% | |
| UHS | D | -0.24% | |
| XPO | F | -0.24% | |
| WING | C | -0.24% | |
| SSNC | C | -0.24% | |
| T | B | -0.23% | |
| FTI | B | -0.23% | |
| HEI | C | -0.23% | |
| DKS | D | -0.23% | |
| CNM | F | -0.23% | |
| CACI | A | -0.23% | |
| ALSN | A | -0.23% | |
| ED | C | -0.23% | |
| NVT | C | -0.22% | |
| DTM | A | -0.22% | |
| TPX | C | -0.22% | |
| PSN | A | -0.22% | |
| AN | D | -0.21% | |
| FRPT | A | -0.21% | |
| PG | D | -0.21% | |
| HPQ | B | -0.21% | |
| MRK | F | -0.21% | |
| SAIC | A | -0.21% | |
| NI | A | -0.21% | |
| CASY | D | -0.21% | |
| EVR | C | -0.21% | |
| SN | A | -0.21% | |
| IBKR | A | -0.2% | |
| SO | A | -0.2% | |
| AM | A | -0.2% | |
| INGR | B | -0.2% | |
| POST | C | -0.2% | |
| KO | C | -0.2% | |
| BWXT | A | -0.2% | |
| TPR | B | -0.19% | |
| DKNG | C | -0.19% | |
| CRUS | D | -0.19% | |
| TXT | F | -0.19% | |
| BLD | D | -0.18% | |
| GAP | F | -0.18% | |
| R | C | -0.18% | |
| SMCI | F | -0.17% | |
| MEDP | F | -0.17% | |
| AZEK | D | -0.16% | |
| KD | D | -0.16% | |
| UNM | A | -0.15% | |
| CRBG | B | -0.15% | |
| AVT | B | -0.14% | |
| SNX | C | -0.14% | |
| TW | A | -0.14% | |
| ARMK | C | -0.14% | |
| LOPE | D | -0.13% | |
| MTSI | B | -0.13% | |
| EHC | C | -0.13% | |
| PAG | D | -0.13% | |
| OHI | C | -0.13% | |
| ORI | A | -0.13% | |
| JLL | C | -0.13% | |
| SPB | C | -0.12% | |
| VKTX | C | -0.12% | |
| WFRD | F | -0.11% | |
| FE | C | -0.11% | |
| BRBR | A | -0.11% | |
| LPX | C | -0.11% | |
| HRB | C | -0.11% | |
| ESS | D | -0.1% | |
| LAMR | C | -0.1% | |
| HII | F | -0.1% | |
| MTG | A | -0.1% | |
| PPC | C | -0.09% | |
| APPF | C | -0.09% | |
| COKE | C | -0.09% | |
| OLED | B | -0.09% | |
| VVV | D | -0.09% | |
| PRI | A | -0.08% | |
| INFA | D | -0.08% | |
| TPG | A | -0.08% | |
| SRE | C | -0.07% | |
| FYBR | C | -0.07% | |
| AYI | A | -0.06% | |
| AWI | A | -0.06% | |
| PEG | A | -0.06% | |
| AGO | B | -0.06% | |
| FCNCA | D | -0.05% | |
| NSA | D | -0.05% | |
| CACC | F | -0.04% | |
| RYAN | A | -0.04% | |
| SLM | B | -0.03% | |
| ESTC | F | -0.02% | |
| STAG | D | -0.01% | |
| TKR | B | -0.01% | |
| MORN | B | -0.0% |
USXF: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Semiconductors
Business Services
Diagnostics & Research
Biotechnology
Asset Management
Specialty Retail
Capital Markets
Packaged Foods
Banks - Regional - US
Credit Services
Software - Infrastructure
Specialty Chemicals
Building Materials
Semiconductor Equipment & Materials
Insurance Brokers
Medical Devices
Medical Instruments & Supplies
Packaging & Containers
JMOM: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Semiconductors
Business Services
Aerospace & Defense
Asset Management
Specialty Retail
Diversified Industrials
Information Technology Services
Semiconductor Equipment & Materials
Electronic Components
Packaged Foods
Specialty Chemicals
Building Materials
Capital Markets
Diagnostics & Research
Insurance - Diversified
Internet Content & Information
Medical Care
Oil & Gas Refining & Marketing
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