LOHAvsJPUSETF Comparison
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Roundhill HALO ETF (LOHA) and JPMorgan Diversified Return U.S. Equity ETF (JPUS) belong to the same industry segment: US Multi-Factor. LOHA's top 3 sector exposures are Industrials, Consumer Non-Cyclicals and Non-Energy Materials. In contrast, JPUS's top sector exposures are Finance, Technology and Consumer Non-Cyclicals. LOHA is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.18% for JPUS. Run a side-by-side ETF comparison of LOHA and JPUS 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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LOHA vs JPUS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LOHA JPUS | +2.47%+2.42% | n/a+3.69% | n/a+14.98% | n/a+21.11% | n/a+52.73% | n/a+66.24% |
| Flows | LOHA JPUS | +$10M-$4M | --$165K | -+$11M | -+$14M | --$159M | --$385M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LOHA JPUS | n/a+9.79% | n/a+10.50% | n/a+12.53% | n/a+14.55% |
| Max drawdown | LOHA JPUS | n/a-2.34% | n/a-6.96% | n/a-15.79% | n/a-19.14% |
| Max drawdown duration | LOHA JPUS | n/a16d | n/a45d | n/a254d | n/a602d |
Trading data
LOHA | JPUS | |
Last sale 7/17/2026 at 1:30 PM | $25.81 | $141.10 |
| Previous close 07/16/2026 | $26.10 | $141.67 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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LOHA | JPUS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
LOHA | JPUS | |
|---|---|---|
| Last price | $25.81 | $141.10 |
| 1D performance | -1.11% | -0.41% |
| AuM | $42.86 M | $455.08 M |
| E/R | 0.35% | 0.18% |
Characteristics
LOHA | JPUS | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Roundhill Investments | J.P. Morgan Asset Management |
| Benchmark | Akros U.S. Heavy Assets Low Obsolescence (HALO) Index | JP Morgan Diversified Factor US Equity Index |
| N° of holdings | 98 | 371 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 14, 2026 | September 29, 2015 |
| ESG | No | No |
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Exposure
Countries
LOHA
USA
82.93%
Other
17.07%
JPUS
USA
96.05%
Other
3.95%
Sectors
LOHA
Industrials
29.44%
Consumer Non-Cycl.
18.65%
Non-Energy Materi.
18.2%
Energy
11.35%
Consumer Cyclical.
10.01%
Other
12.35%
JPUS
Finance
18.57%
Technology
12.86%
Consumer Non-Cycl.
12.55%
Healthcare
11.17%
Non-Energy Materi.
9.86%
Utilities
8.87%
Other
26.12%
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Diversification
LOHA
Total weight of top 15 holdings out of 15
17.96%
JPUS
Total weight of top 15 holdings out of 15
8.52%
Top 15 holdings
Data as of May 31, 2026
LOHA
TFI International, Inc.
1.38%
Cummins, Inc.
1.33%
J.B. Hunt Transport Services, Inc.
1.28%
AutoZone, Inc.
1.24%
Lennox International, Inc.
1.20%
Ryder System, Inc.
1.19%
Autoliv, Inc.
1.17%
Delta Air Lines, Inc.
1.17%
Lamar Advertising Co.
1.17%
CSX Corp.
1.15%
Magna International, Inc.
1.14%
Southern Copper Corp.
1.14%
United Airlines Holdings, Inc.
1.14%
James Hardie Industries Plc
1.13%
Anglogold Ashanti Plc
1.13%
JPUS
Ciena Corp.
0.77%
Western Digital Corp.
0.63%
Lumentum Holdings, Inc.
0.63%
Iridium Communications, Inc.
0.63%
Lam Research Corp.
0.62%
Cisco Systems, Inc.
0.59%
KLA Corp.
0.56%
Steel Dynamics, Inc.
0.56%
Applied Materials, Inc.
0.54%
Quanta Services, Inc.
0.53%
Caterpillar, Inc.
0.52%
Analog Devices, Inc.
0.52%
Cummins, Inc.
0.48%
Host Hotels & Resorts, Inc.
0.48%
Element Solutions, Inc.
0.47%
Frequently asked questions about LOHA and JPUS
Which ETF is bigger: LOHA or JPUS?
As of July 17, 2026, LOHA holds $42.86 M in assets under management (AUM), while JPUS manages $455.08 M.
What sectors do the LOHA and JPUS ETFs invest in?
LOHA leans toward sectors like Industrials, Consumer Non-Cyclicals and Non-Energy Materials. Meanwhile, JPUS focuses on Finance, Technology and Consumer Non-Cyclicals.
What are the top holdings of the LOHA ETF and JPUS ETF?
LOHA top holdings include TFI International, Inc., Cummins, Inc. and J.B. Hunt Transport Services, Inc.. JPUS holds in its top three: Ciena Corp., Western Digital Corp. and Lumentum Holdings, Inc..
Which ETF is more diversified: LOHA or JPUS?
LOHA holds 98 securities with 17.96% of its assets in the top 15. JPUS has 371 securities and a top 15 weight of 8.52%.
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