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Fund comparison · from official SEC filings

JMOM vs SCHK: how much do they overlap?

JPMorgan U.S. Momentum Factor ETF and Schwab 1000 Index ETF

Fund A

vs

Fund B

Holdings overlap

42%

of assets, by weight

Shared positions

259

of 277 / 988 holdings

JMOM expense ratio

0.12%

net, per year

SCHK expense ratio

0.03%

net, per year

Shared holdings

Company

JMOM

SCHK

N

NVDANVIDIA CORP

2.03%

7.29%

A

AAPLAPPLE INC

1.75%

6.51%

M

MSFTMICROSOFT CORP

1.58%

4.75%

A

AMZNAMAZON.COM INC

0.56%

3.76%

G

GOOGLALPHABET INC-CL A

2.33%

3.15%

A

AVGOBROADCOM INC

2.28%

3.01%

M

METAMETA PLATFORMS INC-CLASS A

1.60%

1.97%

A

AMDADVANCED MICRO DEVICES

1.84%

1.20%

M

MUMICRON TECHNOLOGY INC

1.78%

1.55%

W

WMTWALMART INC

1.64%

0.72%

J

JNJJOHNSON & JOHNSON

1.63%

0.77%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.54%

1.24%

I

INTCINTEL CORP

1.50%

0.77%

C

COSTCOSTCO WHOLESALE CORP

1.35%

0.60%

C

CATCATERPILLAR INC

1.33%

0.58%

L

LLYELI LILLY & CO

0.79%

1.24%

N

NFLXNETFLIX INC

1.13%

0.52%

L

LRCXLAM RESEARCH CORP

1.09%

0.56%

A

AMATAPPLIED MATERIALS INC

1.05%

0.51%

G

GEVGE VERNOVA INC

1.02%

0.37%

A

ABBVABBVIE INC

0.99%

0.55%

P

PLTRPALANTIR TECHNOLOGIES INC-A

0.96%

0.51%

G

GEGENERAL ELECTRIC

0.96%

0.48%

G

GSGOLDMAN SACHS GROUP INC

0.92%

0.44%

T

TXNTEXAS INSTRUMENTS INC

0.90%

0.39%

Only in JMOM

V

VSLXXJPMRGN SEC LND MMKT-AGNCY SL

0.42%

O

ONTOONTO INNOVATION INC

0.33%

A

AVTAVNET INC

0.27%

T

TIGOMILLICOM INTL CELLULAR S.A.

0.24%

V

VIRTVIRTU FINANCIAL INC-CLASS A

0.22%

S

SCCOSOUTHERN COPPER CORP

0.21%

A

ASAMER SPORTS INC

0.20%

M

MGMXXJPMORGAN US GOVT MMKT-IM

0.15%

E

EPREPR PROPERTIES

0.14%

I

IPGPIPG PHOTONICS CORP

0.12%

Q

QSQUANTUMSCAPE CORP

0.11%

R

RNGRINGCENTRAL INC-CLASS A

0.09%

M

MDUMDU RESOURCES GROUP INC

0.09%

T

TDCTERADATA CORP

0.08%

P

PPLIPEOPLE INC

0.08%

S

SPOTSPOTIFY TECHNOLOGY SA

0.08%

B

BEPCBROOKFIELD RENEWABLE CORP

0.06%

?

—N/A

0.01%

Only in SCHK

G

GOOGALPHABET INC-CL C

2.50%

T

TSLATESLA INC

1.74%

J

JPMJPMORGAN CHASE & CO

1.15%

V

VVISA INC-CLASS A SHARES

0.78%

M

MAMASTERCARD INC - A

0.57%

U

UNHUNITEDHEALTH GROUP INC

0.49%

B

BACBANK OF AMERICA CORP

0.49%

C

CVXCHEVRON CORP

0.49%

H

HDHOME DEPOT INC

0.45%

M

MRKMERCK & CO. INC.

0.42%

M

MSMORGAN STANLEY

0.36%

W

WFCWELLS FARGO & CO

0.34%

V

VZVERIZON COMMUNICATIONS INC

0.29%

M

MCDMCDONALD'S CORP

0.28%

P

PEPPEPSICO INC

0.28%

S

STXSEAGATE TECHNOLOGY HOLDINGS

0.27%

T

TMOTHERMO FISHER SCIENTIFIC INC

0.26%

B

BABOEING CO/THE

0.26%

A

AMGNAMGEN INC

0.26%

N

NEENEXTERA ENERGY INC

0.26%

D

DISWALT DISNEY CO/THE

0.26%

M

MRVLMARVELL TECHNOLOGY INC

0.25%

C

CRMSALESFORCE INC

0.25%

A

ANETARISTA NETWORKS INC

0.23%

U

UNPUNION PACIFIC CORP

0.22%

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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.