DFTT vs JMOM

DFTTCDF Tactical 30 ETF

JMOMAJPMorgan U.S. Momentum Factor ETF

In short

DFTT Most momentum funds smear the factor across hundreds of stocks. DFTT goes the other way: a formulaic index ranks the 100 largest U.S. companies on price momentum and keeps just 30. Concentrated, rules-driven, and brand new (it launched in November 2025).

JMOM Momentum without the markup. JMOM screens US stocks for strong risk-adjusted momentum rather than raw price runs, and charges 0.12%, a fraction of what the typical fund in its category asks.

Stated mandate

DFTT The fund seeks long-term capital appreciation by tracking a formulaic index that allocates to 30 of the largest 100 U.S. stocks using price momentum.

JMOM The fund seeks domestic equity exposure focused on companies with strong risk-adjusted momentum and potential return enhancement.

Why people hold it

• DFTT Concentration by design: the index ranks the 100 largest U.S. stocks on price momentum and holds 30 of them, so the leaders carry real weight instead of being diluted.
• The process is written down. A published benchmark, the DF Risk-Managed Tactical 30 Index, does the selecting, so the portfolio doesn't hinge on a manager's gut call.
• Large-cap universe only: momentum is applied inside the 100 biggest U.S. companies, so the names are familiar blue chips rather than small-cap flyers.

• JMOM At 0.12%, the lowest fee among its momentum peers: it undercuts VFMO and SPMO (0.13%) and MTUM (0.15%), and sits far below the roughly 0.69% category median.
• The screen targets risk-adjusted momentum, not just the biggest price runs, so how bumpy a stock's climb was factors into whether it makes the cut.jpmorgan.com
• Holds roughly 300 US names, a wider net than momentum sleeves that concentrate in a few dozen winners, and it pays out quarterly.
• Live since 2017 and now a multi-billion-dollar fund, it rates as one of the stronger implementations in the systematic US momentum group.

Worth knowing

• DFTT At 0.70% the fee sits near the middle of the active momentum crowd, while index rivals SPMO, MTUM and VFMO run 0.12% to 0.15%. The tactical rules carry a price tag.
• It launched in November 2025, so the public record is short and the fund is still small and lightly traded, which usually means wider bid/ask spreads than category giants.
• Thirty names means each one matters: a single stock's move lands harder here than in a momentum index spread across hundreds of holdings.

• JMOM Momentum by construction leans into what has already been working, which means the portfolio can be caught on the wrong side when market leadership flips.
• The benchmark is J.P. Morgan's own US Momentum Factor Index, so methodology and rebalance rules sit with the issuer rather than an outside index provider.jpmorgan.com
• Only moderately traded next to the category's headline tickers, so spreads are worth a look before placing size.

Full DFTT profile⁠

Full JMOM profile⁠