DEMZvsJMOMETF Comparison
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The Democratic Large-Cap Core ETF (DEMZ) belongs to the US Large Cap segment. JPMorgan US Momentum Factor ETF (JMOM) is part of the US Multi-Factor segment. DEMZ's top 3 sector exposures are Technology, Industrials and Finance. In contrast, JMOM's top sector exposures are Technology, Finance and Industrials. DEMZ is more expensive with a Total Expense Ratio (TER) of 0.45%, versus 0.12% for JMOM. DEMZ is up 12.71% year-to-date (YTD) with +$8M in YTD flows. JMOM performs better with 21.4% YTD performance, and +$630M in YTD flows. Run a side-by-side ETF comparison of DEMZ and JMOM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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DEMZ vs JMOM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DEMZ JMOM | -0.83%-1.30% | +3.55%+2.52% | +12.71%+21.40% | +10.48%+20.11% | +93.82%+112.70% | +77.99%+82.22% |
| Flows | DEMZ JMOM | -$1K+$60M | +$1M+$233M | +$8M+$630M | +$11M+$669M | +$19M+$1.61B | +$38M+$1.73B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DEMZ JMOM | +11.53%+16.98% | +14.54%+17.40% | +15.97%+17.25% | +18.41%+19.06% |
| Max drawdown | DEMZ JMOM | -3.62%-7.37% | -12.25%-8.05% | -19.10%-19.32% | -27.17%-28.26% |
| Max drawdown duration | DEMZ JMOM | 42d22d | 94d45d | 187d125d | 719d804d |
Trading data
DEMZ | JMOM | |
Last sale 10/28/2026 at 6:34 PM | $48.08 | $82.10 |
| Previous close 10/28/2026 | $48.08 | $82.26 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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DEMZ
is actively managed and doesn’t replicate an indexDEMZ | JMOM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/28/2026 at 6:34 PM
Live
Closed
DEMZ | JMOM | |
|---|---|---|
| Last price | $48.08 | $82.10 |
| 1D performance | +0.01% | -0.19% |
| AuM | $68.50 M | $2.77 B |
| E/R | 0.45% | 0.12% |
Characteristics
DEMZ | JMOM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Reflection Asset Management | J.P. Morgan Asset Management |
| Benchmark | - | JP Morgan US Momentum Factor Index |
| N° of holdings | 42 | 288 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 2, 2020 | November 9, 2017 |
| ESG | No | No |
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Exposure
Countries
DEMZ
USA
96.98%
Other
3.02%
JMOM
USA
97.25%
Other
2.75%
Sectors
DEMZ
Technology
51.51%
Industrials
10.72%
Finance
9.79%
Consumer Non-Cycl.
7.99%
Other
20%
JMOM
Technology
39.15%
Finance
12.82%
Industrials
11.9%
Healthcare
10.51%
Consumer Non-Cycl.
7.24%
Other
18.38%
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Diversification
DEMZ
Total weight of top 15 holdings out of 15
61.17%
JMOM
Total weight of top 15 holdings out of 15
24.41%
Top 15 holdings
Data as of August 31, 2026
DEMZ
Microsoft Corp.
6.46%
NVIDIA Corp.
5.20%
Apple, Inc.
5.16%
Nordson Corp.
4.81%
Alphabet, Inc.
4.05%
Advanced Micro Devices, Inc.
3.99%
Meta Platforms, Inc.
3.89%
Lam Research Corp.
3.89%
Loews Corp.
3.88%
Amphenol Corp.
3.80%
Costco Wholesale Corp.
3.77%
Xylem, Inc.
3.61%
KLA Corp.
3.19%
Arista Networks, Inc.
2.86%
Avery Dennison Corp.
2.63%
JMOM
NVIDIA Corp.
2.21%
Microsoft Corp.
2.09%
Apple, Inc.
2.03%
Broadcom Inc.
1.94%
Johnson & Johnson
1.90%
Micron Technology, Inc.
1.90%
Alphabet, Inc.
1.89%
Advanced Micro Devices, Inc.
1.86%
Meta Platforms, Inc.
1.55%
Palantir Technologies, Inc.
1.38%
Intel Corp.
1.21%
Walmart, Inc.
1.13%
Costco Wholesale Corp.
1.13%
Caterpillar, Inc.
1.09%
Lam Research Corp.
1.09%
Frequently asked questions about DEMZ and JMOM
How have the DEMZ and JMOM ETFs performed in 2026?
As of October 27, 2026, DEMZ is up 12.71% year-to-date (YTD), while JMOM has returned 21.4%. That puts JMOM better performer ahead so far this year.
Which ETF is attracting more investor money: DEMZ or JMOM?
Year-to-date, the DEMZ ETF saw +$8M in flows, compared to +$630M for JMOM.
Which ETF is more volatile: DEMZ or JMOM?
Over the past year, DEMZ had a volatility of 14.54%, while JMOM experienced 17.4%.
Which ETF is bigger: DEMZ or JMOM?
As of October 27, 2026, DEMZ holds $68.50 M in assets under management (AUM), while JMOM manages $2.77 B.
What sectors do the DEMZ and JMOM ETFs invest in?
DEMZ leans toward sectors like Technology, Industrials and Finance. Meanwhile, JMOM focuses on Technology, Finance and Industrials.
What are the top holdings of the DEMZ ETF and JMOM ETF?
DEMZ top holdings include Microsoft Corp., NVIDIA Corp. and Apple, Inc.. JMOM holds in its top three: NVIDIA Corp., Microsoft Corp. and Apple, Inc..
Which ETF is more diversified: DEMZ or JMOM?
DEMZ holds 42 securities with 61.17% of its assets in the top 15. JMOM has 288 securities and a top 15 weight of 24.41%.
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