From Nasdaq: 2024-05-07 06:20:07

The JPMorgan Diversified Return U.S. Equity ETF (JPUS) launched on 09/29/2015, with over $431.98 million in assets. It focuses on the Large Cap Blend segment of the US equity market, sponsored by J.P. Morgan. The fund has a 0.18% expense ratio and a 2.15% dividend yield.

Large Cap companies in the fund have market capitalizations above $10 billion, offering stability compared to mid and small caps. Blend ETFs hold a mix of growth and value stocks. The ETF has a 13.20% allocation in Consumer Staples, with top holdings in Meta Platforms Inc, Williams-Sonoma Inc, and Celsius Holdings Inc.

The JPUS ETF aims to match the performance of the Russell 1000 Diversified Factor Index. It has returned 6.44% year-to-date and 17.31% in the last year, with a beta of 0.96 and a standard deviation of 15.31% for the past three years. With 368 holdings, the fund diversifies company-specific risk.

With a Zacks ETF Rank of 3 (Hold), JPUS is a good option for investors seeking Large Cap Blend exposure. Alternatives like iShares Core S&P 500 ETF (IVV) and SPDR S&P 500 ETF (SPY) also track similar indexes. Passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency for long-term investors.



Read more at Nasdaq: Should JPMorgan Diversified Return U.S. Equity ETF (JPUS) Be on Your Investing Radar?