YLD vs. JPUS ETF Comparison
Comparison of Principal Exchange-Traded Funds Principal EDGE Active Income ETF (YLD) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)
YLD
Principal Exchange-Traded Funds Principal EDGE Active Income ETF
YLD Description
The investment seeks to provide current income. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, its assets in investment grade and non-investment grade fixed income securities (commonly known as "junk bonds") and in equity securities. The fund's Sub-Advisors, actively and tactically allocates the fund's assets among fixed income securities and equity securities in an effort to take advantage of changing economic conditions that Edge believes favors one asset class over another.
Grade (RS Rating)
Last Trade
$19.48
Average Daily Volume
62,154
56
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
$119.39
Average Daily Volume
7,332
351
Performance
Period | YLD | JPUS |
---|---|---|
30 Days | 1.22% | 1.70% |
60 Days | 3.29% | 6.86% |
90 Days | 4.04% | 10.24% |
12 Months | 16.06% | 30.91% |
22 Overlapping Holdings
Symbol | Grade | Weight in YLD | Weight in JPUS | Overlap | |
---|---|---|---|---|---|
AAPL | C | 0.88% | 0.36% | 0.36% | |
ABT | C | 0.64% | 0.31% | 0.31% | |
AMAT | D | 0.78% | 0.35% | 0.35% | |
CB | A | 0.42% | 0.28% | 0.28% | |
CMCSA | B | 0.86% | 0.4% | 0.4% | |
CVX | D | 0.3% | 0.31% | 0.3% | |
EOG | D | 0.36% | 0.29% | 0.29% | |
FNF | A | 0.4% | 0.35% | 0.35% | |
HRL | F | 0.37% | 0.37% | 0.37% | |
IPG | C | 0.81% | 0.15% | 0.15% | |
MDT | A | 0.71% | 0.24% | 0.24% | |
MPC | F | 0.4% | 0.38% | 0.38% | |
MRK | F | 0.44% | 0.3% | 0.3% | |
PCAR | D | 0.4% | 0.05% | 0.05% | |
PKG | A | 0.47% | 0.27% | 0.27% | |
PSA | C | 0.37% | 0.36% | 0.36% | |
TSCO | A | 0.66% | 0.35% | 0.35% | |
TSN | D | 0.23% | 0.35% | 0.23% | |
USB | C | 0.09% | 0.1% | 0.09% | |
WEC | A | 0.39% | 0.34% | 0.34% | |
XEL | A | 0.44% | 0.34% | 0.34% | |
XOM | B | 0.09% | 0.38% | 0.09% |
YLD Overweight 34 Positions Relative to JPUS
Symbol | Grade | Weight | |
---|---|---|---|
KKR | C | 0.77% | |
BLK | B | 0.75% | |
JPM | D | 0.72% | |
MCHP | F | 0.71% | |
HD | A | 0.67% | |
COST | C | 0.65% | |
SBUX | B | 0.6% | |
EWBC | D | 0.56% | |
DLR | C | 0.54% | |
ARE | D | 0.53% | |
MPW | C | 0.5% | |
TFX | B | 0.49% | |
NDSN | B | 0.48% | |
HON | B | 0.48% | |
APD | C | 0.47% | |
DE | A | 0.45% | |
ALE | A | 0.43% | |
BCE | C | 0.41% | |
LECO | F | 0.37% | |
ES | A | 0.35% | |
BOH | F | 0.32% | |
SAP | C | 0.31% | |
PFE | D | 0.3% | |
MGA | D | 0.3% | |
GOLF | F | 0.3% | |
HAS | A | 0.28% | |
BR | B | 0.28% | |
JNJ | C | 0.26% | |
LCII | B | 0.25% | |
SNA | B | 0.25% | |
CFR | D | 0.19% | |
COLB | C | 0.09% | |
VFC | B | 0.06% | |
WASH | D | 0.02% |
YLD Underweight 329 Positions Relative to JPUS
Symbol | Grade | Weight | |
---|---|---|---|
VST | A | -0.53% | |
CEG | B | -0.48% | |
CIEN | B | -0.47% | |
ANET | B | -0.47% | |
NRG | A | -0.45% | |
JLL | B | -0.43% | |
SCCO | B | -0.43% | |
TOL | A | -0.42% | |
VZ | A | -0.42% | |
HST | D | -0.42% | |
PEG | A | -0.42% | |
USFD | C | -0.42% | |
PFGC | B | -0.42% | |
PWR | B | -0.42% | |
ETR | A | -0.41% | |
KR | B | -0.41% | |
IRM | B | -0.41% | |
UNM | A | -0.41% | |
META | A | -0.41% | |
PHM | A | -0.41% | |
THC | C | -0.41% | |
LAMR | C | -0.41% | |
T | A | -0.4% | |
ETN | C | -0.4% | |
UTHR | B | -0.4% | |
MSI | A | -0.4% | |
AVGO | C | -0.4% | |
HCA | A | -0.4% | |
IP | B | -0.4% | |
DKS | D | -0.4% | |
UHS | D | -0.4% | |
KLAC | D | -0.4% | |
CLH | C | -0.4% | |
TMUS | A | -0.4% | |
NVR | A | -0.4% | |
FYBR | C | -0.39% | |
GWW | A | -0.39% | |
SO | A | -0.39% | |
NVDA | C | -0.39% | |
K | B | -0.39% | |
PNW | A | -0.39% | |
LLY | D | -0.39% | |
HRB | C | -0.39% | |
DHI | B | -0.39% | |
AFL | A | -0.39% | |
JNPR | C | -0.39% | |
SPG | A | -0.39% | |
KVUE | C | -0.39% | |
PGR | C | -0.39% | |
PPL | A | -0.39% | |
ADI | C | -0.39% | |
INGR | A | -0.39% | |
HIG | A | -0.39% | |
VLO | F | -0.39% | |
LMT | A | -0.39% | |
LEN | B | -0.39% | |
OHI | C | -0.39% | |
CVS | D | -0.39% | |
CUBE | C | -0.39% | |
DVA | B | -0.39% | |
KMI | A | -0.39% | |
NI | A | -0.39% | |
SYF | C | -0.39% | |
AM | A | -0.38% | |
GIS | B | -0.38% | |
MDLZ | C | -0.38% | |
DUK | B | -0.38% | |
BRK.A | C | -0.38% | |
FCNCA | D | -0.38% | |
PG | C | -0.38% | |
SYY | B | -0.38% | |
ABBV | A | -0.38% | |
TAP | D | -0.38% | |
WLK | B | -0.38% | |
CAG | B | -0.38% | |
EIX | A | -0.38% | |
AMGN | D | -0.38% | |
CMI | B | -0.38% | |
TRGP | C | -0.38% | |
POST | B | -0.38% | |
RSG | D | -0.38% | |
APH | D | -0.38% | |
ADM | D | -0.38% | |
WELL | B | -0.38% | |
CASY | D | -0.38% | |
WM | D | -0.38% | |
KO | B | -0.38% | |
CE | D | -0.38% | |
CPB | D | -0.37% | |
FE | A | -0.37% | |
CI | C | -0.37% | |
LYB | D | -0.37% | |
AOS | B | -0.37% | |
EMN | B | -0.37% | |
CL | D | -0.37% | |
WSM | C | -0.37% | |
PM | B | -0.37% | |
COF | C | -0.37% | |
CSCO | A | -0.37% | |
GD | A | -0.37% | |
ED | A | -0.37% | |
ORCL | C | -0.37% | |
KHC | B | -0.37% | |
KMB | B | -0.37% | |
REG | B | -0.37% | |
BG | D | -0.37% | |
LOW | A | -0.36% | |
NXST | D | -0.36% | |
PEP | D | -0.36% | |
GLPI | B | -0.36% | |
RS | D | -0.36% | |
PH | B | -0.36% | |
BRX | B | -0.36% | |
VRTX | D | -0.36% | |
FANG | F | -0.36% | |
BLDR | B | -0.36% | |
ESS | C | -0.36% | |
GRMN | D | -0.36% | |
AZO | D | -0.36% | |
MCK | F | -0.36% | |
MO | B | -0.36% | |
MSFT | C | -0.35% | |
CLX | B | -0.35% | |
VICI | C | -0.35% | |
REGN | D | -0.35% | |
OGE | A | -0.35% | |
STLD | C | -0.35% | |
MTG | B | -0.35% | |
ACGL | A | -0.35% | |
DGX | C | -0.35% | |
CTSH | C | -0.35% | |
ORLY | A | -0.35% | |
PSX | F | -0.35% | |
UNH | B | -0.34% | |
TJX | C | -0.34% | |
ELV | F | -0.34% | |
MRO | D | -0.34% | |
PAG | D | -0.34% | |
SRE | A | -0.34% | |
HUBB | A | -0.34% | |
FAST | C | -0.34% | |
WY | B | -0.34% | |
AEP | B | -0.34% | |
EVRG | B | -0.34% | |
ALSN | A | -0.34% | |
D | A | -0.34% | |
CHD | B | -0.33% | |
INTU | F | -0.33% | |
NTAP | D | -0.33% | |
EXC | A | -0.33% | |
BAH | A | -0.33% | |
WMB | A | -0.33% | |
X | F | -0.33% | |
UGI | C | -0.33% | |
STZ | B | -0.33% | |
AVB | C | -0.32% | |
ACN | B | -0.32% | |
CTRA | D | -0.32% | |
IBM | C | -0.32% | |
DHR | B | -0.32% | |
DOW | B | -0.32% | |
CHTR | D | -0.32% | |
ITW | B | -0.32% | |
CAH | B | -0.32% | |
CF | A | -0.32% | |
OC | B | -0.31% | |
NUE | D | -0.31% | |
CTVA | B | -0.31% | |
KIM | C | -0.31% | |
MAS | A | -0.31% | |
QCOM | D | -0.31% | |
GILD | A | -0.31% | |
DTE | A | -0.31% | |
NFG | A | -0.3% | |
FCX | B | -0.3% | |
CDNS | D | -0.3% | |
LRCX | F | -0.3% | |
EG | B | -0.3% | |
ECL | A | -0.3% | |
ACI | F | -0.3% | |
OLN | D | -0.3% | |
ZTS | B | -0.3% | |
LIN | B | -0.3% | |
IT | C | -0.3% | |
GNTX | F | -0.29% | |
CMS | A | -0.29% | |
ESI | B | -0.29% | |
LNG | D | -0.29% | |
HOLX | D | -0.29% | |
ORI | A | -0.29% | |
HPE | C | -0.29% | |
KDP | C | -0.29% | |
AVY | B | -0.29% | |
HBAN | C | -0.28% | |
CAT | A | -0.28% | |
UNP | C | -0.28% | |
FITB | C | -0.28% | |
DINO | F | -0.28% | |
CBOE | B | -0.27% | |
BAC | D | -0.27% | |
SYK | C | -0.27% | |
STE | D | -0.27% | |
SPB | B | -0.27% | |
HSY | D | -0.27% | |
JEF | B | -0.26% | |
MSM | D | -0.26% | |
COP | D | -0.26% | |
RPM | C | -0.26% | |
BBY | B | -0.26% | |
NEM | C | -0.25% | |
WST | D | -0.25% | |
SNX | C | -0.25% | |
VTR | B | -0.25% | |
DOX | B | -0.25% | |
ROST | C | -0.25% | |
STAG | D | -0.25% | |
ITT | B | -0.24% | |
AMP | A | -0.24% | |
PK | D | -0.24% | |
WPC | C | -0.24% | |
GEHC | B | -0.24% | |
DRI | C | -0.24% | |
IFF | C | -0.24% | |
TGT | C | -0.24% | |
CNM | F | -0.23% | |
ALLY | F | -0.23% | |
SJM | B | -0.23% | |
VTRS | D | -0.22% | |
ASH | F | -0.22% | |
BPOP | D | -0.22% | |
BMY | B | -0.22% | |
FLO | C | -0.22% | |
TKR | B | -0.22% | |
COKE | B | -0.22% | |
SAM | D | -0.21% | |
BRBR | B | -0.21% | |
LDOS | A | -0.21% | |
MAA | C | -0.21% | |
PR | F | -0.2% | |
BDX | B | -0.2% | |
CLF | D | -0.2% | |
HUN | B | -0.2% | |
EQR | C | -0.2% | |
EPR | C | -0.19% | |
NNN | A | -0.19% | |
NEU | F | -0.19% | |
MEDP | F | -0.19% | |
OMF | D | -0.19% | |
GAP | F | -0.19% | |
STWD | C | -0.19% | |
EXP | C | -0.19% | |
CHE | B | -0.18% | |
CPT | C | -0.18% | |
APO | A | -0.18% | |
M | F | -0.18% | |
PPC | A | -0.18% | |
F | D | -0.18% | |
FR | C | -0.17% | |
SWKS | F | -0.17% | |
MOS | F | -0.17% | |
TMO | C | -0.17% | |
CCI | A | -0.17% | |
MOH | D | -0.16% | |
EA | D | -0.16% | |
CSL | A | -0.16% | |
RGA | C | -0.16% | |
KRC | C | -0.16% | |
SCI | C | -0.16% | |
BKNG | C | -0.15% | |
RHI | D | -0.15% | |
HIW | C | -0.15% | |
R | C | -0.15% | |
DTM | A | -0.14% | |
CACI | A | -0.14% | |
ATO | A | -0.14% | |
WU | D | -0.13% | |
CRUS | D | -0.12% | |
STT | C | -0.12% | |
CSX | D | -0.12% | |
PFG | C | -0.11% | |
GOOGL | C | -0.11% | |
DFS | C | -0.11% | |
UI | A | -0.11% | |
VVV | D | -0.11% | |
VIRT | C | -0.11% | |
SMG | B | -0.11% | |
WRB | B | -0.11% | |
OXY | F | -0.1% | |
CHK | C | -0.1% | |
PRU | C | -0.09% | |
FRT | B | -0.09% | |
DVN | F | -0.09% | |
SLM | C | -0.09% | |
CARR | C | -0.09% | |
LOPE | D | -0.08% | |
LPX | A | -0.08% | |
RF | C | -0.08% | |
SAIC | B | -0.08% | |
RGLD | C | -0.08% | |
RBC | B | -0.07% | |
IRDM | C | -0.07% | |
EGP | D | -0.07% | |
NKE | D | -0.07% | |
RMD | C | -0.07% | |
NSA | C | -0.06% | |
TNL | B | -0.06% | |
CWEN | A | -0.06% | |
CFG | D | -0.06% | |
AFG | B | -0.06% | |
DLB | D | -0.06% | |
ADBE | F | -0.05% | |
KEY | C | -0.05% | |
CBRE | A | -0.05% | |
RRC | D | -0.05% | |
MMC | D | -0.05% | |
HOG | C | -0.04% | |
AGO | D | -0.04% | |
SSNC | C | -0.04% | |
LSTR | D | -0.04% | |
VLTO | C | -0.04% | |
FTRE | F | -0.03% | |
CRI | D | -0.03% | |
MNST | D | -0.03% | |
LEG | D | -0.02% | |
IDA | B | -0.02% | |
PLD | D | -0.01% | |
KSS | D | -0.01% | |
SON | D | -0.01% | |
ROKU | D | -0.0% |
YLD: Top Represented Industries & Keywords
JPUS: Top Represented Industries & Keywords