WLDR vs. JMOM ETF Comparison
Comparison of Affinity World Leaders Equity ETF (WLDR) to JPMorgan U.S. Momentum Factor ETF (JMOM)
WLDR
Affinity World Leaders Equity ETF
WLDR Description
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.
Grade (RS Rating)
Last Trade
$34.90
Average Daily Volume
3,030
Number of Holdings
*
73
* 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
$61.17
Average Daily Volume
48,800
Number of Holdings
*
271
* may have additional holdings in another (foreign) market
Performance
| Period | WLDR | JMOM |
|---|---|---|
| 30 Days | 6.26% | 5.67% |
| 60 Days | 4.88% | 7.00% |
| 90 Days | 9.00% | 10.61% |
| 12 Months | 36.07% | 41.86% |
25 Overlapping Holdings
| Symbol | Grade | Weight in WLDR | Weight in JMOM | Overlap | |
|---|---|---|---|---|---|
| ALL | A | 0.6% | 0.35% | 0.35% | |
| AMAT | F | 2.71% | 0.63% | 0.63% | |
| APP | B | 3.84% | 0.95% | 0.95% | |
| BK | A | 1.3% | 0.39% | 0.39% | |
| BRK.A | B | 1.21% | 1.8% | 1.21% | |
| DELL | C | 3.19% | 0.35% | 0.35% | |
| FANG | D | 0.81% | 0.28% | 0.28% | |
| FI | A | 0.71% | 0.26% | 0.26% | |
| GEN | B | 1.87% | 0.26% | 0.26% | |
| HCA | F | 0.6% | 0.19% | 0.19% | |
| HPE | B | 2.98% | 0.18% | 0.18% | |
| KR | B | 0.87% | 0.25% | 0.25% | |
| META | D | 2.8% | 1.99% | 1.99% | |
| NTAP | C | 2.96% | 0.27% | 0.27% | |
| PM | B | 1.04% | 0.84% | 0.84% | |
| RCL | A | 0.78% | 0.45% | 0.45% | |
| SPG | B | 0.36% | 0.38% | 0.36% | |
| SSNC | B | 1.74% | 0.23% | 0.23% | |
| THC | D | 0.59% | 0.22% | 0.22% | |
| TOL | B | 0.88% | 0.24% | 0.24% | |
| UHS | D | 0.57% | 0.19% | 0.19% | |
| USFD | A | 0.88% | 0.25% | 0.25% | |
| VRT | B | 1.18% | 0.5% | 0.5% | |
| VST | B | 0.49% | 0.54% | 0.49% | |
| WMB | A | 1.05% | 0.46% | 0.46% |
WLDR Overweight 48 Positions Relative to JMOM
| Symbol | Grade | Weight | |
|---|---|---|---|
| STX | D | 2.68% | |
| BURL | A | 2.66% | |
| CPNG | D | 2.32% | |
| VTRS | A | 2.26% | |
| DOCU | A | 2.03% | |
| PFE | D | 1.87% | |
| CTSH | B | 1.85% | |
| EBAY | D | 1.64% | |
| DFS | B | 1.43% | |
| CMCSA | B | 1.4% | |
| VZ | C | 1.35% | |
| RF | A | 1.32% | |
| TROW | B | 1.28% | |
| OMC | C | 1.15% | |
| TEVA | D | 1.07% | |
| BKR | B | 1.03% | |
| OC | A | 0.95% | |
| LMT | D | 0.94% | |
| MO | A | 0.93% | |
| MMM | D | 0.9% | |
| BCS | C | 0.81% | |
| CCL | B | 0.79% | |
| SWK | D | 0.7% | |
| CI | F | 0.7% | |
| ELV | F | 0.62% | |
| PYPL | B | 0.62% | |
| MKL | A | 0.56% | |
| CNC | D | 0.54% | |
| LOGI | D | 0.54% | |
| GOLD | D | 0.52% | |
| AER | B | 0.51% | |
| CF | B | 0.5% | |
| RNR | C | 0.47% | |
| EMN | D | 0.45% | |
| UAL | A | 0.42% | |
| ETR | B | 0.4% | |
| PPL | B | 0.38% | |
| FIS | C | 0.38% | |
| DAL | C | 0.37% | |
| EVRG | A | 0.36% | |
| EXC | C | 0.36% | |
| VICI | C | 0.31% | |
| GLPI | C | 0.29% | |
| LUV | C | 0.29% | |
| DOC | D | 0.29% | |
| CPT | B | 0.29% | |
| PKG | A | 0.26% | |
| NEM | D | 0.23% |
WLDR Underweight 246 Positions Relative to JMOM
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -2.5% | |
| AVGO | D | -2.1% | |
| MSFT | F | -1.82% | |
| GOOGL | C | -1.81% | |
| AAPL | C | -1.8% | |
| COST | B | -1.47% | |
| LLY | F | -1.47% | |
| HD | A | -1.37% | |
| UNH | C | -1.34% | |
| CRM | B | -1.21% | |
| ABBV | D | -1.04% | |
| MSTR | C | -0.97% | |
| ORCL | B | -0.96% | |
| NOW | A | -0.9% | |
| NFLX | A | -0.9% | |
| GE | D | -0.82% | |
| ISRG | A | -0.82% | |
| IBM | C | -0.82% | |
| CAT | B | -0.8% | |
| AMD | F | -0.77% | |
| TMO | F | -0.76% | |
| TXN | C | -0.76% | |
| PLTR | B | -0.76% | |
| QCOM | F | -0.73% | |
| AXP | A | -0.73% | |
| BKNG | A | -0.73% | |
| INTU | C | -0.73% | |
| ETN | A | -0.68% | |
| PGR | A | -0.67% | |
| SYK | C | -0.62% | |
| BSX | B | -0.62% | |
| DHR | F | -0.61% | |
| AMZN | C | -0.61% | |
| PANW | C | -0.6% | |
| TJX | A | -0.6% | |
| COP | C | -0.6% | |
| TMUS | B | -0.58% | |
| UBER | D | -0.57% | |
| KKR | A | -0.56% | |
| VRTX | F | -0.55% | |
| GS | A | -0.54% | |
| CB | C | -0.53% | |
| ANET | C | -0.53% | |
| COIN | C | -0.51% | |
| CRWD | B | -0.51% | |
| TT | A | -0.51% | |
| ADI | D | -0.51% | |
| PH | A | -0.5% | |
| MU | D | -0.5% | |
| MCK | B | -0.48% | |
| SPOT | B | -0.48% | |
| APH | A | -0.48% | |
| MRVL | B | -0.48% | |
| WM | A | -0.47% | |
| WELL | A | -0.46% | |
| MSI | B | -0.46% | |
| CEG | D | -0.44% | |
| DASH | A | -0.44% | |
| CTAS | B | -0.44% | |
| AXON | A | -0.44% | |
| CMG | B | -0.42% | |
| LRCX | F | -0.42% | |
| KLAC | D | -0.42% | |
| CVNA | B | -0.41% | |
| AMP | A | -0.41% | |
| GEV | B | -0.41% | |
| FICO | B | -0.41% | |
| DLR | B | -0.41% | |
| CL | D | -0.4% | |
| HLT | A | -0.4% | |
| TDG | D | -0.4% | |
| URI | B | -0.39% | |
| TRGP | B | -0.39% | |
| GD | F | -0.39% | |
| PWR | A | -0.39% | |
| TTD | B | -0.39% | |
| HWM | A | -0.38% | |
| GWW | B | -0.38% | |
| ORLY | B | -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% | |
| ROP | B | -0.35% | |
| AZO | C | -0.34% | |
| CPRT | A | -0.33% | |
| LOW | D | -0.33% | |
| EME | C | -0.33% | |
| CBRE | B | -0.33% | |
| ARES | A | -0.32% | |
| GLW | B | -0.32% | |
| RSG | A | -0.32% | |
| NU | C | -0.31% | |
| COHR | B | -0.31% | |
| GDDY | A | -0.31% | |
| COR | B | -0.31% | |
| IT | C | -0.31% | |
| IRM | D | -0.3% | |
| XPO | B | -0.3% | |
| ICE | C | -0.29% | |
| DECK | A | -0.29% | |
| HUBB | B | -0.29% | |
| HIG | B | -0.28% | |
| JEF | A | -0.28% | |
| NRG | B | -0.28% | |
| GWRE | A | -0.27% | |
| ALSN | B | -0.27% | |
| BRO | B | -0.27% | |
| DTM | B | -0.27% | |
| PTC | A | -0.27% | |
| CAH | B | -0.27% | |
| VLO | C | -0.26% | |
| LDOS | C | -0.26% | |
| NTNX | A | -0.26% | |
| PHM | D | -0.26% | |
| FFIV | B | -0.26% | |
| CW | B | -0.26% | |
| IBKR | A | -0.26% | |
| LII | A | -0.26% | |
| VTR | C | -0.26% | |
| ACGL | D | -0.26% | |
| TYL | B | -0.26% | |
| ZS | C | -0.25% | |
| WDC | D | -0.25% | |
| STLD | B | -0.25% | |
| EXP | A | -0.25% | |
| FTI | A | -0.25% | |
| BWXT | B | -0.24% | |
| HEI | B | -0.24% | |
| RGA | A | -0.24% | |
| EVR | B | -0.24% | |
| CBOE | B | -0.24% | |
| CHD | B | -0.24% | |
| BAH | F | -0.23% | |
| CASY | A | -0.23% | |
| T | A | -0.23% | |
| IQV | D | -0.23% | |
| MANH | D | -0.23% | |
| NVT | B | -0.22% | |
| CNM | D | -0.22% | |
| NI | A | -0.22% | |
| FRPT | B | -0.22% | |
| TPX | B | -0.21% | |
| MPWR | F | -0.21% | |
| SCCO | F | -0.21% | |
| TPR | B | -0.21% | |
| ED | D | -0.21% | |
| AM | A | -0.2% | |
| PSN | D | -0.2% | |
| PG | A | -0.2% | |
| INGR | B | -0.2% | |
| LIN | D | -0.2% | |
| MOH | F | -0.2% | |
| HPQ | B | -0.2% | |
| DKS | C | -0.2% | |
| CACI | D | -0.2% | |
| ONTO | D | -0.19% | |
| POST | C | -0.19% | |
| SO | D | -0.19% | |
| PSTG | D | -0.19% | |
| KD | B | -0.19% | |
| IFF | D | -0.19% | |
| WSO | A | -0.19% | |
| JNPR | F | -0.19% | |
| R | B | -0.19% | |
| DKNG | B | -0.19% | |
| AN | C | -0.18% | |
| WING | D | -0.18% | |
| SN | D | -0.18% | |
| SAIC | F | -0.18% | |
| MEDP | D | -0.17% | |
| 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% | |
| BLD | D | -0.15% | |
| TW | A | -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% | |
| SNPS | B | -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% | |
| SMCI | F | -0.1% | |
| FE | C | -0.1% | |
| LAMR | D | -0.09% | |
| ROIV | C | -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% | |
| COKE | C | -0.08% | |
| AWI | A | -0.07% | |
| AGO | B | -0.07% | |
| OLED | D | -0.07% | |
| RS | B | -0.07% | |
| HII | D | -0.07% | |
| SRE | A | -0.07% | |
| PEG | A | -0.06% | |
| FCNCA | 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% | |
| ESTC | C | -0.02% | |
| TKR | D | -0.01% | |
| STAG | F | -0.01% | |
| MORN | B | -0.0% | |
| EQIX | A | -0.0% |
WLDR: Top Represented Industries & Keywords
Industries:
Airlines
Health Care Plans
Medical Care
Software - Application
Asset Management
Business Services
Computer Systems
Credit Services
Data Storage
Drug Manufacturers - Specialty & Generic
Gold
Insurance - Property & Casualty
Leisure
REIT - Diversified
Tobacco
Utilities - Diversified
Utilities - Regulated Electric
Advertising Agencies
Aerospace & Defense
Agricultural Inputs
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
Specialty Industrial Machinery
Building Materials
Capital Markets
Diagnostics & Research
Insurance - Diversified
Internet Content & Information
Medical Care
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