FEUS vs JMOM
Northern Trust ESG & Climate US Large Cap Core ETF vs JPMorgan US Momentum Factor ETF
Which is better, FEUS or JMOM?
JMOM has been ahead.
FEUS has a lower expense ratio. JMOM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. JMOM is less concentrated, with 19.1% of the fund in its ten largest positions against 40.7%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FEUS | JMOM |
|---|---|---|
| Expense Ratio | 0.09%Best | 0.12% |
| AUM | $128M | $2.8B |
| Dividend Yield | 1.00% | 0.75% |
| Holdings | 132 | 594 |
| YTD Return | +14.43% | +20.05%Best |
| 1Y Return | +18.43% | +22.67%Best |
| 3Y Return (annualized) | +20.62% | +26.39%Best |
| 5Y Return (annualized) | +11.92% | +13.72%Best |
| Volatility (annualized) | 15.9%Best | 17.4% |
| Max Drawdown | -25.3%Best | -28.3% |
| $10,000 over 5 years | $17,561 | $19,019Best |
| Top 10 Weight | 40.7% | 19.1%Best |
| Fund Family | Northern Trust Asset Management | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 20, 2021 | Nov 8, 2017 |
Volatility and max drawdown are measured over the window both funds cover: Sep 21, 2021 to Oct 14, 2026 (5.1 years).
FEUS vs JMOM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.1 years both funds cover.
FEUS vs JMOM Performance
Northern Trust ESG & Climate US Large Cap Core ETF (FEUS) is an ETF from Northern Trust Asset Management and JPMorgan US Momentum Factor ETF (JMOM) is an ETF from J.P. Morgan Asset Management. Over the past year FEUS returned +18.43% while JMOM returned +22.67%. Year to date, FEUS is up 14.43% versus a gain of 20.05% for JMOM.
Over three years, FEUS compounded at +20.62% per year against +26.39% for JMOM; over five years the annualized figures are +11.92% and +13.72% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMOM has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 15.9% for FEUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.3% for FEUS and -28.3% for JMOM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
FEUS charges 0.09% per year while JMOM charges 0.12%. On a $10,000 position that is $9 vs $12 annually, a gap of $3 per year that compounds over a long holding period. On income, FEUS currently yields 1.00% against 0.75% for JMOM.
Holdings Overlap
51.6% of FEUS's money is in holdings JMOM also owns. 33.8% of JMOM's money is in holdings FEUS also owns.
The two portfolios partly overlap.
42 positions in common, counted across the 128 positions we hold weights for in FEUS and 285 in JMOM, against full books of 132 and 594.
What only one of them owns
Our book lists 230 positions for JMOM that do not appear in our book for FEUS (62.4% of the fund), and 85 for FEUS that do not appear in JMOM (47.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in FEUS | Weight in JMOM | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.52% | 1.97% | 6.55% |
| AAPLApple, Inc | 7.22% | 2.03% | 5.19% |
| MSFTMicrosoft Corp | 6.09% | 2.02% | 4.07% |
| GOOGLAlphabet Inc | 3.56% | 1.96% | 1.60% |
| AMZNAmazon.Com Inc | 4.09% | 0.56% | 3.53% |
| JNJJohnson & Johnson - Common | 1.65% | 1.74% | 0.09% |
| AVGOBroadcom Inc | 1.39% | 1.89% | 0.50% |
| INTCIntel Corporation | 1.64% | 1.61% | 0.03% |
| MUMicron Technology, Inc. | 0.73% | 2.12% | 1.39% |
| AMDAdvanced Micro Devices Inc | 0.25% | 2.53% | 2.28% |
51.6% of FEUS is already inside JMOM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FEUS or JMOM?
FEUS has an expense ratio of 0.09% while JMOM charges 0.12%. FEUS is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, FEUS or JMOM?
Over the past year FEUS returned +18.43% vs +22.67% for JMOM, so JMOM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FEUS or JMOM?
JMOM has been the more volatile fund at 17.4% annualized versus 15.9% for FEUS. Worst drawdown: FEUS -25.3% vs JMOM -28.3%.
Should I hold both FEUS and JMOM?
FEUS and JMOM have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between FEUS and JMOM?
51.6% of FEUS's money is in holdings JMOM also owns. 33.8% of JMOM's is in holdings FEUS also owns. They hold 42 positions in common, counted across the 128 positions we hold weights for in FEUS and 285 in JMOM.
Which pays a higher dividend, FEUS or JMOM?
FEUS yields 1.00% while JMOM yields 0.75%, so FEUS currently pays the higher dividend yield.
Is JMOM better than FEUS?
FEUS has a lower expense ratio. JMOM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. JMOM is less concentrated, with 19.1% of the fund in its ten largest positions against 40.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.