JMOM vs NOEQ

JMOM vs NOEQ

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 59.9%.

Lower Fees: TiedLess Concentrated: JMOM

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

MetricJMOMNOEQ
Expense Ratio0.12%Tie0.12%Tie
AUM$2.6B$193M
Dividend Yield0.78%0.41%
Holdings580814
YTD Return+14.84%Best+14.56%
1Y Return+17.38%-
3Y Return (annualized)+23.31%-
5Y Return (annualized)+11.22%-
Top 10 Weight19.1%Best59.9%
Fund FamilyJ.P. Morgan Asset ManagementNorthern Trust Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 8, 2017Mar 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.

Compare JMOM against instead:JMOM vs SPYJMOM vs QQQJMOM vs VOOJMOM vs VTINOEQ against:NOEQ vs VXUS

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 14.84% versus a gain of 14.56% 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 0.78% against 0.41% for NOEQ.

Holdings Overlap

JMOM already in NOEQ64.5%
NOEQ already in JMOM38.2%

64.5% of JMOM's money is in holdings NOEQ also owns. 38.2% of NOEQ's money is in holdings JMOM also owns.

The two portfolios partly overlap.

114 positions in common, counted across the 282 positions we hold weights for in JMOM and 408 in NOEQ, against full books of 580 and 814.

What only one of them owns

Our book lists 193 positions for NOEQ that do not appear in our book for JMOM (61.4% of the fund), and 154 for JMOM that do not appear in NOEQ (31.5%).

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

StockWeight in JMOMWeight in NOEQDifference
AAPLApple Inc2.17%3.41%1.24%
JNJJohnson & Johnson - Common1.76%3.68%1.92%
NVDANvidia Corp1.95%3.29%1.34%
AMZNAmazon.Com Inc0.59%4.34%3.75%
XOMExxonmobil Corp.0.66%4.15%3.49%
MSFTMicrosoft Corp2.16%2.63%0.47%
LLYEli Lilly & Co0.96%3.65%2.69%
AVGOBroadcom Inc1.96%1.12%0.84%
AMDAdvanced Micro Devices Inc2.42%0.61%1.81%
GEGeneral Electric Co.0.93%2.09%1.16%

64.5% 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.

JMOMNOEQ

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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?

64.5% of JMOM's money is in holdings NOEQ also owns. 38.2% of NOEQ's is in holdings JMOM also owns. They hold 114 positions in common, counted across the 282 positions we hold weights for in JMOM and 408 in NOEQ.

Which pays a higher dividend, JMOM or NOEQ?

JMOM yields 0.78% 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 59.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.