JMOM vs NOEQ
JPMorgan US Momentum Factor ETF vs Northern Trust US Equity ETF
Which is better, JMOM or NOEQ?
JMOM and NOEQ are close on what we can measure.
JMOM is less concentrated, with 19.1% of the fund in its ten largest positions against 61.7%.
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 | JMOM | NOEQ |
|---|---|---|
| Expense Ratio | 0.12%Tie | 0.12%Tie |
| AUM | $2.8B | $906M |
| Dividend Yield | 0.75% | 0.41% |
| Holdings | 594 | 406 |
| YTD Return | +20.05%Best | +17.57% |
| 1Y Return | +22.67% | - |
| 3Y Return (annualized) | +26.39% | - |
| 5Y Return (annualized) | +13.72% | - |
| Top 10 Weight | 19.1%Best | 61.7% |
| Fund Family | J.P. Morgan Asset Management | Northern Trust Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 8, 2017 | Mar 20, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
JMOM vs NOEQ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
JMOM vs NOEQ Performance
JPMorgan US Momentum Factor ETF (JMOM) is an ETF from J.P. Morgan Asset Management and Northern Trust US Equity ETF (NOEQ) is an ETF from Northern Trust Asset Management. Year to date, JMOM is up 20.05% versus a gain of 17.57% for NOEQ.
Past performance does not guarantee future results.
Fees and Cost Over Time
JMOM charges 0.12% per year while NOEQ charges 0.12%. On a $10,000 position that is $12 vs $12 annually. On income, JMOM currently yields 0.75% against 0.41% for NOEQ.
Holdings Overlap
58.0% of JMOM's money is in holdings NOEQ also owns. 35.9% of NOEQ's money is in holdings JMOM also owns.
The two portfolios partly overlap.
106 positions in common, counted across the 285 positions we hold weights for in JMOM and 401 in NOEQ, against full books of 594 and 406.
What only one of them owns
Our book lists 194 positions for NOEQ that do not appear in our book for JMOM (62.2% of the fund), and 166 for JMOM that do not appear in NOEQ (38.2%).
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 JMOM | Weight in NOEQ | Difference |
|---|---|---|---|
| JNJJohnson & Johnson - Common | 1.74% | 4.06% | 2.32% |
| NVDANvidia Corp | 1.97% | 3.29% | 1.32% |
| AMZNAmazon.Com Inc | 0.56% | 4.53% | 3.97% |
| AAPLApple, Inc | 2.03% | 2.86% | 0.83% |
| XOMExxonmobil Corp. | 0.59% | 4.11% | 3.52% |
| LLYEli Lilly & Co. | 0.89% | 3.48% | 2.59% |
| MSFTMicrosoft Corp | 2.02% | 2.09% | 0.07% |
| GEGeneral Electric Co. | 0.92% | 2.23% | 1.31% |
| INTCIntel Corporation | 1.61% | 1.48% | 0.13% |
| AVGOBroadcom Inc | 1.89% | 1.09% | 0.80% |
58.0% of JMOM is already inside NOEQ.
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, JMOM or NOEQ?
JMOM has an expense ratio of 0.12% while NOEQ charges 0.12%. At the precision these are quoted to, they cost the same.
What is the holdings overlap between JMOM and NOEQ?
58.0% of JMOM's money is in holdings NOEQ also owns. 35.9% of NOEQ's is in holdings JMOM also owns. They hold 106 positions in common, counted across the 285 positions we hold weights for in JMOM and 401 in NOEQ.
Which pays a higher dividend, JMOM or NOEQ?
JMOM yields 0.75% while NOEQ yields 0.41%, so JMOM currently pays the higher dividend yield.
Is NOEQ better than JMOM?
JMOM is less concentrated, with 19.1% of the fund in its ten largest positions against 61.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.