FLCC vs JMOM
Federated Hermes MDT Large Cap Core ETF vs JPMorgan US Momentum Factor ETF
Which is better, FLCC or JMOM?
JMOM has been ahead.
JMOM has a lower expense ratio. JMOM led over 1Y and the full window. JMOM is less concentrated, with 19.2% of the fund in its ten largest positions against 39.1%.
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 | FLCC | JMOM |
|---|---|---|
| Expense Ratio | 0.29% | 0.12%Best |
| AUM | $173M | $2.8B |
| Dividend Yield | 0.45% | 0.74% |
| Holdings | 304 | 594 |
| YTD Return | +14.21% | +22.65%Best |
| 1Y Return | +17.53% | +25.46%Best |
| 3Y Return (annualized) | - | +27.32% |
| 5Y Return (annualized) | - | +14.60% |
| Volatility (annualized) | 12.4%Best | 14.7% |
| Max Drawdown | -19.2%Best | -19.5% |
| $10,000 over 2.2 years | $14,608 | $15,780Best |
| Top 10 Weight | 39.1% | 19.2%Best |
| Fund Family | Federated Hermes | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 30, 2024 | Nov 8, 2017 |
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 31, 2024 to Oct 13, 2026 (2.2 years).
FLCC 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 2.2 years both funds cover.
FLCC vs JMOM Performance
Federated Hermes MDT Large Cap Core ETF (FLCC) is an ETF from Federated Hermes and JPMorgan US Momentum Factor ETF (JMOM) is an ETF from J.P. Morgan Asset Management. Over the past year FLCC returned +17.53% while JMOM returned +25.46%. Year to date, FLCC is up 14.21% versus a gain of 22.65% for JMOM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMOM has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 12.4% for FLCC. 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 -19.2% for FLCC and -19.5% 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FLCC charges 0.29% per year while JMOM charges 0.12%. On a $10,000 position that is $29 vs $12 annually, a gap of $17 per year that compounds over a long holding period. On income, FLCC currently yields 0.45% against 0.74% for JMOM.
Holdings Overlap
67.3% of FLCC's money is in holdings JMOM also owns. 48.4% of JMOM's money is in holdings FLCC also owns.
The two portfolios partly overlap.
68 positions in common, counted across the 151 positions we hold weights for in FLCC and 288 in JMOM, against full books of 304 and 594.
What only one of them owns
Our book lists 205 positions for JMOM that do not appear in our book for FLCC (47.5% of the fund), and 81 for FLCC that do not appear in JMOM (32.3%).
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 FLCC | Weight in JMOM | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.78% | 2.09% | 5.69% |
| AAPLApple, Inc | 7.05% | 2.19% | 4.86% |
| GOOGLAlphabet Inc,class A | 6.34% | 1.98% | 4.36% |
| MSFTMicrosoft Corp | 4.52% | 2.13% | 2.39% |
| AVGOBroadcom Inc | 2.06% | 1.84% | 0.22% |
| AMZNAmazon.Com Inc | 3.28% | 0.58% | 2.70% |
| MUMicron Technology, Inc. | 1.68% | 1.92% | 0.24% |
| ABBVAbbvie Inc. | 2.14% | 1.11% | 1.03% |
| COSTCostco Wholesale Corp. | 1.98% | 1.13% | 0.85% |
| GEGeneral Electric Co. | 1.91% | 0.96% | 0.95% |
67.3% of FLCC 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.
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Frequently Asked Questions
Which is cheaper, FLCC or JMOM?
FLCC has an expense ratio of 0.29% while JMOM charges 0.12%. JMOM is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, FLCC or JMOM?
Over the past year FLCC returned +17.53% vs +25.46% for JMOM, so JMOM leads on 1-year performance. Over the longest common window we track (2 years), FLCC annualized +18.80% vs +23.04% for JMOM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FLCC or JMOM?
JMOM has been the more volatile fund at 14.7% annualized versus 12.4% for FLCC. Worst drawdown: FLCC -19.2% vs JMOM -19.5%.
Should I hold both FLCC and JMOM?
FLCC and JMOM have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between FLCC and JMOM?
67.3% of FLCC's money is in holdings JMOM also owns. 48.4% of JMOM's is in holdings FLCC also owns. They hold 68 positions in common, counted across the 151 positions we hold weights for in FLCC and 288 in JMOM.
Which pays a higher dividend, FLCC or JMOM?
FLCC yields 0.45% while JMOM yields 0.74%, so JMOM currently pays the higher dividend yield.
Is JMOM better than FLCC?
JMOM has a lower expense ratio. JMOM led over 1Y and the full window. JMOM is less concentrated, with 19.2% of the fund in its ten largest positions against 39.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.