BDVG vs. JDOC ETF Comparison
Comparison of IMGP Berkshire Dividend Growth ETF (BDVG) to JPMorgan Healthcare Leaders ETF (JDOC)
BDVG
IMGP Berkshire Dividend Growth ETF
BDVG Description
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years.
Grade (RS Rating)
Last Trade
$12.07
Average Daily Volume
5,688
Number of Holdings
*
36
* may have additional holdings in another (foreign) market
JDOC
JPMorgan Healthcare Leaders ETF
JDOC Description
The fund will invest primarily in equity securities issued by pharmaceutical, biotechnology, healthcare services, healthcare technology, medical technology and life sciences companies which the adviser believes are leaders and where the magnitude and/or duration of future growth for these companies is underappreciated by the market. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of healthcare companies.Grade (RS Rating)
Last Trade
$55.75
Average Daily Volume
604
Number of Holdings
*
44
* may have additional holdings in another (foreign) market
Performance
| Period | BDVG | JDOC |
|---|---|---|
| 30 Days | 1.18% | -6.59% |
| 60 Days | 3.64% | -9.31% |
| 90 Days | 4.71% | -11.64% |
| 12 Months | 22.00% | 10.13% |
BDVG Overweight 32 Positions Relative to JDOC
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 4.27% | |
| AAPL | C | 4.24% | |
| MSFT | D | 4.17% | |
| CVX | A | 4.14% | |
| NUE | C | 3.87% | |
| LMT | D | 3.81% | |
| WMT | A | 3.57% | |
| QCOM | F | 3.38% | |
| NSC | B | 3.07% | |
| BAC | A | 3.06% | |
| WM | B | 3.06% | |
| PPL | A | 2.98% | |
| MCD | D | 2.82% | |
| LOW | C | 2.79% | |
| CSCO | B | 2.77% | |
| CB | C | 2.47% | |
| EMR | B | 2.44% | |
| MDLZ | F | 2.4% | |
| PNC | B | 2.28% | |
| KMI | A | 2.06% | |
| HON | C | 1.99% | |
| PG | C | 1.96% | |
| ABT | B | 1.88% | |
| PEP | F | 1.87% | |
| DE | B | 1.86% | |
| SCHW | B | 1.74% | |
| MTB | A | 1.71% | |
| EOG | A | 1.43% | |
| GIS | D | 1.39% | |
| WPC | C | 1.37% | |
| PFE | F | 1.06% | |
| HSY | F | 0.84% |
BDVG Underweight 40 Positions Relative to JDOC
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | F | -8.8% | |
| UNH | B | -8.71% | |
| TMO | F | -4.58% | |
| DHR | F | -3.86% | |
| BSX | A | -3.46% | |
| REGN | F | -3.18% | |
| MCK | A | -2.94% | |
| SYK | B | -2.77% | |
| VRTX | D | -2.69% | |
| MDT | D | -2.54% | |
| CI | D | -2.46% | |
| ISRG | A | -1.65% | |
| HCA | F | -1.62% | |
| IQV | F | -1.19% | |
| WST | C | -1.0% | |
| EXAS | D | -0.9% | |
| NTRA | A | -0.85% | |
| CNC | D | -0.83% | |
| DXCM | C | -0.81% | |
| AGIO | C | -0.79% | |
| HALO | F | -0.78% | |
| ITCI | C | -0.77% | |
| NBIX | C | -0.76% | |
| AMGN | F | -0.71% | |
| INSP | D | -0.69% | |
| HUM | C | -0.69% | |
| BPMC | B | -0.6% | |
| SRPT | F | -0.59% | |
| RVMD | C | -0.56% | |
| NVS | F | -0.55% | |
| BMRN | F | -0.55% | |
| TWST | F | -0.52% | |
| BIIB | F | -0.46% | |
| IRTC | C | -0.42% | |
| ACHC | F | -0.41% | |
| ALNY | D | -0.38% | |
| APLS | F | -0.33% | |
| ARVN | F | -0.28% | |
| EVH | F | -0.26% | |
| IDXX | F | -0.2% |
BDVG: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Banks - Global
Banks - Regional - US
Confectioners
Diversified Industrials
Aerospace & Defense
Beverages - Soft Drinks
Capital Markets
Communication Equipment
Consumer Electronics
Discount Stores
Farm & Construction Equipment
Home Improvement Stores
Household & Personal Products
Insurance - Property & Casualty
Medical Devices
Oil & Gas E&P
Oil & Gas Integrated
Oil & Gas Midstream
Packaged Foods
JDOC: Top Represented Industries & Keywords
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