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Fund comparison · from official SEC filings

JMOM vs SCHB: how much do they overlap?

JPMorgan U.S. Momentum Factor ETF and Schwab U.S. Broad Market ETF

Fund A

vs

Fund B

Holdings overlap

41%

of assets, by weight

Shared positions

267

of 277 / 2,407 holdings

JMOM expense ratio

0.12%

net, per year

SCHB expense ratio

0.03%

net, per year

Shared holdings

Company

JMOM

SCHB

N

NVDANVIDIA CORP

2.03%

7.01%

A

AAPLAPPLE INC

1.75%

6.26%

M

MSFTMICROSOFT CORP

1.58%

4.57%

A

AMZNAMAZON.COM INC

0.56%

3.61%

G

GOOGLALPHABET INC-CL A

2.33%

3.03%

A

AVGOBROADCOM INC

2.28%

2.89%

M

METAMETA PLATFORMS INC-CLASS A

1.60%

1.89%

A

AMDADVANCED MICRO DEVICES

1.84%

1.15%

M

MUMICRON TECHNOLOGY INC

1.78%

1.49%

W

WMTWALMART INC

1.64%

0.69%

J

JNJJOHNSON & JOHNSON

1.63%

0.74%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.54%

1.19%

I

INTCINTEL CORP

1.50%

0.74%

C

COSTCOSTCO WHOLESALE CORP

1.35%

0.58%

C

CATCATERPILLAR INC

1.33%

0.56%

L

LLYELI LILLY & CO

0.79%

1.20%

N

NFLXNETFLIX INC

1.13%

0.50%

L

LRCXLAM RESEARCH CORP

1.09%

0.54%

A

AMATAPPLIED MATERIALS INC

1.05%

0.49%

G

GEVGE VERNOVA INC

1.02%

0.36%

A

ABBVABBVIE INC

0.99%

0.53%

P

PLTRPALANTIR TECHNOLOGIES INC-A

0.96%

0.49%

G

GEGENERAL ELECTRIC

0.96%

0.46%

G

GSGOLDMAN SACHS GROUP INC

0.92%

0.42%

T

TXNTEXAS INSTRUMENTS INC

0.90%

0.38%

Only in JMOM

V

VSLXXJPMRGN SEC LND MMKT-AGNCY SL

0.42%

T

TIGOMILLICOM INTL CELLULAR S.A.

0.24%

S

SCCOSOUTHERN COPPER CORP

0.21%

A

ASAMER SPORTS INC

0.20%

A

AUANGLOGOLD ASHANTI PLC

0.16%

M

MGMXXJPMORGAN US GOVT MMKT-IM

0.15%

G

GFSGLOBALFOUNDRIES INC

0.14%

S

SPOTSPOTIFY TECHNOLOGY SA

0.08%

B

BEPCBROOKFIELD RENEWABLE CORP

0.06%

?

—N/A

0.01%

Only in SCHB

G

GOOGALPHABET INC-CL C

2.41%

T

TSLATESLA INC

1.67%

J

JPMJPMORGAN CHASE & CO

1.10%

V

VVISA INC-CLASS A SHARES

0.75%

M

MAMASTERCARD INC - A

0.55%

U

UNHUNITEDHEALTH GROUP INC

0.47%

B

BACBANK OF AMERICA CORP

0.47%

C

CVXCHEVRON CORP

0.47%

H

HDHOME DEPOT INC

0.43%

M

MRKMERCK & CO. INC.

0.40%

M

MSMORGAN STANLEY

0.34%

W

WFCWELLS FARGO & CO

0.33%

V

VZVERIZON COMMUNICATIONS INC

0.28%

M

MCDMCDONALD'S CORP

0.27%

P

PEPPEPSICO INC

0.27%

S

STXSEAGATE TECHNOLOGY HOLDINGS

0.26%

T

TMOTHERMO FISHER SCIENTIFIC INC

0.25%

B

BABOEING CO/THE

0.25%

A

AMGNAMGEN INC

0.25%

N

NEENEXTERA ENERGY INC

0.25%

D

DISWALT DISNEY CO/THE

0.25%

C

CRMSALESFORCE INC

0.24%

M

MRVLMARVELL TECHNOLOGY INC

0.24%

A

ANETARISTA NETWORKS INC

0.22%

U

UNPUNION PACIFIC CORP

0.21%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.