JMOM vs RSMV

JMOMAJPMorgan U.S. Momentum Factor ETF

RSMVDRelative Strength Managed Volatility Strategy ETF

In short

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.

RSMV Momentum with a brake pedal. RSMV rides US large-cap growth leaders on relative strength, then can duck into cash, Treasuries, or investment-grade bonds when volatility spikes. An active take on a corner of the market dominated by index funds.

Stated mandate

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

RSMV The Fund seeks capital appreciation through an actively managed portfolio primarily invested in common stocks of U.S. growth companies, generally emphasizing large-cap issuers. It may move into cash, U.S. Treasuries, or investment-grade fixed income for defensive purposes during periods of high volatility.

Why people hold it

• 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.

• RSMV The mandate is explicit: in high-volatility stretches the manager can move into cash, US Treasuries, or investment-grade bonds rather than ride a drawdown out in stocks.teucrium.com
• Actively run rather than index-tracking, so the portfolio can shift on the manager's read of relative strength instead of waiting for a fixed reconstitution date.
• Its risk readings so far sit at the calmer end of the systematic US momentum group, though the record covers only about a year.

Worth knowing

• 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.

• RSMV At 0.95% a year it runs well above the 0.69% median for systematic US momentum funds, and index rivals like MTUM and SPMO charge 0.15% and 0.13%.
• Launched in January 2025, still small and thinly traded, which can mean wider bid-ask spreads and more price impact on bigger orders.
• No published tracking index to measure the manager against, and the defensive switch cuts both ways: it can sit in bonds or cash while equities are climbing.

Full JMOM profile⁠

Full RSMV profile⁠