JPMorgan U.S. Minimum Volatility ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
JMIN holds lower-volatility US large-cap stocks from the Russell 1000 Index, weighted to emphasize lower-volatility sectors. |
Category | US Equities |
Fund Sponsor | JPMorgan |
Website | am.jpmorgan.com |
Inception date | Nov 08, 2017 |
Assets (mns) | $18 |
Currency | USD |
Expense ratio | 12 bp |
Distributions | Annually |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Tiered |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 232 |
Wgt avg mkt cap (mns) | $76,449 |
Large cap (>$10bn) | 84.3% |
Mid cap ($2-10bn) | 15.7% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
SCOTTS MIRACLE-GRO CO-CL A | 0.8 % |
MICROSOFT CORP | 0.7 % |
ELI LILLY & CO | 0.7 % |
FIRST SOLAR INC | 0.7 % |
NEXTERA ENERGY GROUP | 0.7 % |
BIO-TECHNE CORPORATION | 0.7 % |
SYNOPSYS INC | 0.7 % |
POOL CORP | 0.7 % |
HOME DEPOT INC | 0.7 % |
THERMO FISHER SCIENTIFIC INC | 0.7 % | Total | 7.0 % |
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UNITED STATES | 96.2 % |
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IRELAND | 1.2 % |
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BRITAIN | 0.7 % |
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BERMUDA | 0.7 % |
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SWITZERLAND | 0.6 % |
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NETHERLANDS | 0.3 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
4.2% | 4.2% | -- | -- | 9.5% |
versus... | Beta | R-squared |
S&P500 | 0.79 | 90% |
MSCI EAFE | 0.74 | 77% |
MSCI Emg. Mkts. | 0.59 | 64% |
Recent close | $32.09 |
30d moving avg. | $31.80 |
Annualized volatility | 15.7% |
Short interest (ETF) | 9.1% |
Relative strength (RSI) | 54 |
Avg. volume (thou.) | 16 |
Turnover | 2.9% |
Bid/Ask (% of price) | 0.19% |
ADV underlying (mns) | $70,090 |
FINDING ALTERNATIVE FUNDS
Below is a list of 96 potential alternatives to the JPMorgan U.S. Minimum Volatility ETF ETF based on the alternatives' overlap in portfolio holdings with JMIN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | JMIN | Expense: | 12 bp | ALTAR Score™: | 5.3% |
Ticker | Fund Name |
Overlap1 vs JMIN (%) |
Expense ratio (bp) |
Savings vs JMIN (bp) |
ALTAR Score™ (%) |
ALTAR vs JMIN (%) |
RBUS | Nationwide Risk-Based U.S. Equity ETF | 45.2 | 30 | -18 | 4.6 | -0.7 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 44.2 | 18 | -6 | 5.6 | +0.3 |
JDIV | JPMorgan U.S. Dividend ETF | 40.5 | 12 | 0 | 6.7 | +1.4 |
USMV | iShares Edge MSCI Min Vol USA ETF | 39.1 | 15 | -3 | 5.3 | +0.0 |
FVL | First Trust Value Line 100 ETF | 38.7 | 70 | -58 | 6.0 | +0.6 |
FVD | First Trust Value Line Dividend Index Fund | 38.5 | 70 | -58 | 5.8 | +0.5 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 38.2 | 35 | -23 | 5.1 | -0.2 |
LSLT | Salt Low truBeta US Market ETF | 38.1 | 60 | -48 | 5.8 | +0.4 |
VOOV | Vanguard S&P 500 Value ETF | 37.7 | 10 | 2 | 6.6 | +1.3 |
SPLV | Invesco S&P 500 Low Volatility ETF | 36.6 | 25 | -13 | 5.6 | +0.3 |
QUS | SPDR MSCI USA StrategicFactors ETF | 36.1 | 15 | -3 | 5.3 | -0.1 |
PQLC | PGIM QMA Strategic Alpha Large-Cap Core ETF | 34.8 | 17 | -5 | 6.1 | +0.8 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 34.4 | 15 | -3 | 5.9 | +0.6 |
IVE | iShares S&P 500 Value ETF | 34.0 | 18 | -6 | 6.3 | +1.0 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 34.0 | 4 | 8 | 6.4 | +1.1 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 33.9 | 27 | -15 | 4.9 | -0.5 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 33.6 | 35 | -23 | 5.1 | -0.3 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 33.3 | 35 | -23 | 5.0 | -0.3 |
IUSV | iShares Core S&P U.S. Value ETF | 33.2 | 4 | 8 | 6.4 | +1.1 |
RNLC | Large Cap US Equity Select ETF | 32.8 | 60 | -48 | 5.2 | -0.1 |
VONV | Vanguard Russell 1000 Value Index Fund | 32.7 | 8 | 4 | 6.1 | +0.8 |
SCHV | Schwab U.S. Large-Cap Value ETF | 32.6 | 4 | 8 | 6.1 | +0.8 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 32.5 | 9 | 3 | 5.0 | -0.3 |
ROUS | Hartford Multifactor US Equity ETF | 32.4 | 19 | -7 | 5.9 | +0.6 |
KRMA | Global X Conscious Companies ETF | 32.1 | 43 | -31 | 4.8 | -0.5 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 31.9 | 24 | -12 | 5.4 | +0.1 |
IWD | iShares Russell 1000 Value ETF | 31.6 | 19 | -7 | 6.0 | +0.7 |
RSP | Invesco S&P 500 Equal Weight ETF | 31.4 | 20 | -8 | 5.6 | +0.3 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 31.4 | 27 | -15 | 4.4 | -1.0 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 31.3 | 9 | 3 | 4.8 | -0.5 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 31.1 | 28 | -16 | 6.2 | +0.9 |
PSET | Principal Price Setters Index ETF | 31.1 | 15 | -3 | 4.6 | -0.7 |
PBP | Invesco S&P 500 BuyWrite ETF | 31.0 | 49 | -37 | 4.3 | -1.0 |
JHML | John Hancock Multifactor Large Cap ETF | 30.9 | 29 | -17 | 4.9 | -0.5 |
DTD | WisdomTree U.S.Total Dividend Fund | 30.9 | 28 | -16 | 6.3 | +0.9 |
XYLG | Global X S&P 500 Covered Call & Growth ETF | 30.7 | 60 | -48 | 4.4 | -0.9 |
SPY | SPDR S&P 500 ETF Trust | 30.3 | 9 | 3 | 4.7 | -0.6 |
IVV | iShares Core S&P 500 ETF | 30.3 | 3 | 9 | 4.7 | -0.6 |
SPLG | SPDR Portfolio Large Cap ETF | 30.3 | 3 | 9 | 4.7 | -0.6 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 30.3 | 17 | -5 | 5.6 | +0.3 |
FDLO | Fidelity Low Volatility Factor ETF | 30.1 | 29 | -17 | 4.9 | -0.4 |
JQUA | JPMorgan U.S. Quality Factor ETF | 30.0 | 12 | 0 | 5.1 | -0.3 |
AFLG | First Trust Active Factor Large Cap ETF | 30.0 | 55 | -43 | 4.7 | -0.7 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 30.0 | 60 | -48 | 4.7 | -0.7 |
VOO | VANGUARD S&P 500 ETF | 29.9 | 3 | 9 | 4.8 | -0.5 |
VTV | Vanguard Value Index Fund | 29.9 | 4 | 8 | 6.6 | +1.2 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 29.8 | 20 | -8 | 5.0 | -0.3 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 29.7 | 20 | -8 | 4.8 | -0.5 |
EPS | WisdomTree U.S. Earnings 500 Fund | 29.6 | 8 | 4 | 5.9 | +0.6 |
DEF | Invesco Defensive Equity ETF | 29.6 | 55 | -43 | 5.3 | -0.0 |
ESGV | Vanguard ESG U.S. Stock ETF | 29.6 | 12 | 0 | 4.5 | -0.9 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 29.6 | 7 | 5 | 4.5 | -0.8 |
PBUS | Invesco PureBeta MSCI USA ETF | 29.5 | 4 | 8 | 4.6 | -0.8 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 29.4 | 30 | -18 | 5.0 | -0.3 |
PFM | Invesco Dividend Achievers ETF | 29.4 | 53 | -41 | 5.0 | -0.3 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 29.3 | 2 | 10 | 4.6 | -0.7 |
SCHX | Schwab U.S. Large-Cap ETF | 29.3 | 3 | 9 | 4.6 | -0.8 |
VV | Vanguard Large-Cap Index Fund | 29.3 | 4 | 8 | 4.6 | -0.7 |
VYM | Vanguard High Dividend Yield Index ETF | 29.2 | 6 | 6 | 6.7 | +1.3 |
SPTM | SPDR Portfolio Total Stock Market ETF | 29.1 | 3 | 9 | 4.8 | -0.5 |
IWB | iShares Russell 1000 ETF | 29.0 | 15 | -3 | 4.5 | -0.9 |
RESP | WisdomTree US ESG Fund of Benef Interest | 29.0 | 28 | -16 | 5.1 | -0.3 |
SCHK | Schwab 1000 Index ETF | 29.0 | 5 | 7 | 4.6 | -0.7 |
IWX | iShares Russell Top 200 Value ETF | 28.9 | 20 | -8 | 6.1 | +0.8 |
MGC | Vanguard Mega Cap Index Fund | 28.9 | 7 | 5 | 4.6 | -0.7 |
TPLC | Timothy Plan US Large Cap Core ETF | 28.9 | 52 | -40 | 4.4 | -0.9 |
PRF | Invesco FTSE RAFI US 1000 ETF | 28.9 | 39 | -27 | 5.8 | +0.5 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 28.9 | 27 | -15 | 4.6 | -0.7 |
DGRO | iShares Core Dividend Growth ETF | 28.7 | 8 | 4 | 6.0 | +0.7 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 28.7 | 60 | -48 | 7.4 | +2.0 |
IYY | iShares Dow Jones U.S. ETF | 28.7 | 20 | -8 | 4.4 | -0.9 |
SFY | SoFi Select 500 ETF | 28.6 | 0 | 12 | 4.6 | -0.8 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 28.5 | 15 | -3 | 4.7 | -0.7 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 28.5 | 20 | -8 | 6.2 | +0.9 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 28.5 | 25 | -13 | 5.8 | +0.5 |
ESGU | iShares MSCI USA ESG Optimized ETF | 28.4 | 15 | -3 | 4.4 | -0.9 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 28.4 | 12 | 0 | 5.2 | -0.1 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 28.4 | 30 | -18 | 5.2 | -0.1 |
VTHR | Vanguard Russell 3000 Index Fund | 28.3 | 10 | 2 | 4.4 | -0.9 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 28.3 | 25 | -13 | 5.9 | +0.5 |
IWL | iShares Russell Top 200 ETF | 28.1 | 15 | -3 | 4.4 | -0.9 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 28.0 | 20 | -8 | 4.6 | -0.8 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 27.7 | 29 | -17 | 4.6 | -0.8 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 27.6 | 0 | 12 | 4.5 | -0.9 |
IWV | iShares Russell 3000 ETF | 27.5 | 20 | -8 | 4.3 | -1.0 |
EUSA | iShares MSCI USA Equal Weighted ETF | 27.5 | 15 | -3 | 5.1 | -0.2 |
DFAU | Dimensional US Core Equity Market ETF | 27.4 | 12 | 0 | 4.7 | -0.7 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 27.4 | 20 | -8 | 5.5 | +0.2 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 27.4 | 25 | -13 | 5.7 | +0.3 |
SCHB | Schwab U.S. Broad Market ETF | 27.3 | 3 | 9 | 4.5 | -0.9 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 27.3 | 29 | -17 | 6.0 | +0.7 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 27.2 | 3 | 9 | 4.4 | -0.9 |
SIZE | iShares MSCI USA Size Factor ETF | 27.2 | 15 | -3 | 5.1 | -0.2 |
VONE | Vanguard Russell 1000 ETF | 27.0 | 8 | 4 | 4.6 | -0.8 |
VTI | Vanguard Total Stock Market Index Fund | 26.9 | 3 | 9 | 4.4 | -0.9 |
IUS | Invesco Strategic US ETF | 26.8 | 19 | -7 | 5.5 | +0.2 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2019 | 2020E | 2021E | |
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Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
JPMorgan U.S. Minimum Volatility ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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