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FVC vs JMOM

First Trust Dorsey Wright Dynamic Focus 5 ETF

FVCDNasdaq

JPMorgan U.S. Momentum Factor ETF

JMOMANYSE Arca

Overlap

Expense ratio

JMOM −0.75pt a year

FVC0.87%JMOM0.12%

Avg volume · 30D

JMOM 43.0×the volume

FVC3.1KJMOM133K

5Y return · a year

JMOM +7.7pt

FVC+4.2%JMOM+11.9%

FVC vs JMOM Performance

Oct 29, 2021 – Oct 30, 2026

+23.1%FVC+75.6%JMOM

Oct 29, 2021 to Oct 30, 2026. FVC +23.1%. JMOM +75.6%. Use the arrow keys to read each point.−25%0%50%Oct 2021Apr 2024Oct 2026
Expense ratio
FVC 0.87%
JMOM 0.12%, better
Fund size
FVC $113M
JMOM $2.69B
1Y total return
FVC +20.9%, better
JMOM +16.7%
Yield (12M)
FVC 0.75%
JMOM 0.78%, better
Holdings
FVC 6
JMOM 290
Avg volume (30D)
FVC 3.1K sh
JMOM 133K sh, better
NAV per share
FVC $43.30
JMOM $79.53
52W range

ETF.net Grade

FVC: Cost 19, Risk 71, Mission not scored, Tradability 40, Holdings 28, Durability 78. JMOM: Cost 100, Risk 84, Mission 93, Tradability 63, Holdings 82, Durability 93.
Pillar letters and Scores for FVC, JMOM, with each pillar’s weight
PillarFVCJMOM
Cost30% weightF19A100Higher
Mission25% weightNot scoredA93
Risk15% weightA71A84Higher
Tradability15% weightC40B63Higher
Holdings10% weightD28A82Higher
Durability5% weightA78A93Higher

Rank among US Active Momentum funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. FVC and JMOM are both graded against the same 20 US Active Momentum funds, so their Grades compare head to head.

US Active Momentum⁠

Category · 20 funds
See all 20 ›

JMOM ranks 1st and FVC 15th of 20 funds in the US Active Momentum Category.

  1. Rank 1AJMOMJPMorgan U.S. Momentum Factor ETFScore 86
  2. Rank 2ASEIMSEI QiM U.S. Large Cap Momentum Active ETFScore 81
  3. Rank 13CGLRYInspire Growth ETFScore 45
  4. Rank 15DFVCFirst Trust Dorsey Wright Dynamic Focus 5 ETFScore 38
  5. Rank 15DMEMERoundhill Meme Stock ETFScore 38

Our read on each fund

ETF.net Research

FVCDFirst Trust Dorsey Wright Dynamic Focus 5 ETF

JMOMAJPMorgan U.S. Momentum Factor ETF

In short

FVC Momentum applied to sectors, not stocks. FVC ranks First Trust sector and industry funds by Dorsey Wright relative strength, holds the five strongest, and can rotate into a short-duration bond fund when the signal turns defensive.

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

FVC The fund seeks to track the price and yield of the Dorsey Wright Dynamic Focus Five Index before fees. That index dynamically selects five First Trust sector or industry ETFs using relative strength and can shift exposure to FTSM for risk management.

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

Why people hold it

  • FVC Built-in defensive gear: the index can shift exposure into a short-duration bond ETF for risk management, a rules-based off-ramp most momentum funds don't have.
  • The bet is which corner of the market is leading, not which stock. Five First Trust sector or industry ETFs, picked by Dorsey Wright's relative strength method.
  • Running since 2016 in a plain 1940 Act ETF wrapper, tracking a published index and paying distributions quarterly.
  • 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

  • FVC At 0.87% a year, this sits above the typical momentum fund, and large peers like MTUM, SPMO and VFMO run at a fraction of it.
  • Five sleeves means concentration. One sector call can drive the whole ride, and the rotation only moves when the relative strength signal says so.
  • Thinly traded next to the category's giants, so spreads can widen. Limit orders and avoiding the opening and closing minutes matter more here.
  • 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 FVC profile⁠

Full JMOM profile⁠

FVC vs JMOM Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

FVC vs JMOM Cost

Overpaying FVC vs JMOM

$14,016

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • FVC 0.87%

    $16,536

  • JMOM 0.12%

    $2,520

$10,000
30 years

Cost over time

  • FVC 0.87%
  • JMOM 0.12%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530FVC $16,536JMOM $2,520

Year by year

YearFVCJMOMOverpaying
10$1,542$220$1,322
20$5,830$859$4,971
30$16,536$2,520$14,016

Expense ratio

  • 0.87%FVC
  • 0.12%JMOM, cheaper
  • Middle half of US Active Momentum funds
  • Median 0.64%

JMOM cheapest of 20 funds

FVC 16th cheapest of 20 funds

FVC vs JMOM Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
FVC 0.75%
JMOM 0.78%, better
Payout (12M)
FVC $0.32
JMOM $0.62
Last payment
FVC $0.0006
JMOM $0.18
Ex-dividend
FVC Jun 25, 2026
JMOM Sep 22, 2026
Paid on
FVC Jun 30, 2026
JMOM Sep 24, 2026
Frequency
FVC Twice a year
JMOM Quarterly

Distribution history

Per share, 2017 to 2026, same scale for both

FVCTwice a year · 32 paymentsAll FVC payments⁠
One bar per payment. 32 payments from 2017 to 2026 YTD. Jun 22, 2017 $0.02; Sep 21, 2017 $0.05; Dec 21, 2017 $0.10; Mar 22, 2018 $0.007; Jun 21, 2018 $0.02; Sep 14, 2018 $0.02; Dec 18, 2018 $0.0038; Mar 21, 2019 $0.04; Jun 14, 2019 $0.06; Sep 25, 2019 $0.09; Dec 13, 2019 $0.10; Mar 26, 2020 $0.003; Jun 25, 2020 $0.06; Sep 23, 2021 $0.01; Dec 23, 2021 $0.02; Mar 25, 2022 $0.07; Jun 24, 2022 $0.07; Sep 23, 2022 $0.12; Dec 23, 2022 $0.27; Mar 24, 2023 $0.15; Jun 27, 2023 $0.16; Sep 22, 2023 $0.07; Dec 22, 2023 $0.24; Mar 21, 2024 $0.14; Jun 27, 2024 $0.07; Sep 26, 2024 $0.05; Dec 13, 2024 $0.03; Mar 27, 2025 $0.12; Jun 26, 2025 $0.27; Sep 25, 2025 $0.23; Dec 12, 2025 $0.32; Jun 25, 2026 $0.0006. Use the arrow keys to read each point.$0$0.252017202020232026YTD
JMOMQuarterly · 36 paymentsAll JMOM payments⁠
One bar per payment. 36 payments from 2017 to 2026 YTD. Dec 26, 2017 $0.08; Mar 21, 2018 $0.07; Jun 26, 2018 $0.10; Sep 25, 2018 $0.08; Dec 24, 2018 $0.08; Mar 20, 2019 $0.07; Jun 25, 2019 $0.10; Sep 24, 2019 $0.05; Dec 23, 2019 $0.12; Mar 24, 2020 $0.08; Jun 23, 2020 $0.07; Sep 22, 2020 $0.08; Dec 22, 2020 $0.11; Mar 23, 2021 $0.06; Jun 22, 2021 $0.06; Sep 21, 2021 $0.08; Dec 21, 2021 $0.11; Mar 22, 2022 $0.08; Jun 21, 2022 $0.13; Sep 20, 2022 $0.14; Dec 20, 2022 $0.18; Mar 21, 2023 $0.12; Jun 20, 2023 $0.14; Sep 19, 2023 $0.12; Dec 19, 2023 $0.18; Mar 19, 2024 $0.05; Jun 25, 2024 $0.10; Sep 24, 2024 $0.11; Dec 24, 2024 $0.18; Mar 25, 2025 $0.11; Jun 24, 2025 $0.14; Sep 23, 2025 $0.16; Dec 23, 2025 $0.17; Mar 24, 2026 $0.12; Jun 23, 2026 $0.15; Sep 22, 2026 $0.18. Use the arrow keys to read each point.$0$0.252017202020232026YTD

FVC vs JMOM Risk

Fall from peak · 5 years

  • FVC
  • JMOM
Oct 29, 2021 to Oct 30, 2026. Worst fall: JMOM −28.3% · Jun 2022. Use the arrow keys to read each point.−30%−20%−10%0%Oct 2021Apr 2024Oct 2026

Risk facts

VolatilityStd dev, 3 years
FVC 13.9%, betterJMOM 15.1%
Return per unit of riskSharpe ratio, 3 years
FVC 0.74JMOM 1.37, better
Worst fallMax drawdown, 5 years
FVC −22.6%, betterJMOM −28.3%
Market sensitivityBeta, 5 years
FVC 1.23JMOM 1.07

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