BSR vs. JPST ETF Comparison
Comparison of Beacon Selective Risk ETF (BSR) to JPMorgan Ultra-Short Income ETF (JPST)
BSR
Beacon Selective Risk ETF
BSR Description
The fund is an actively managed exchange-traded fund ("ETF") that may engage in active trading. The fund advisor will use a "fund of funds" approach, and seeks to achieve the fund's investment objective by investing in the shares of Vanguard Sector exchange-traded funds.
Grade (RS Rating)
Last Trade
$28.50
Average Daily Volume
306
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
JPST
JPMorgan Ultra-Short Income ETF
JPST Description
The investment seeks to provide total return. Under normal circumstances, the fund will invest at least 80% of its assets in bonds. It will invest at least 40% of its assets in countries other than the United States. The fund may invest in developed or emerging markets. It generally invests at least 25% of its assets in securities that, at the time of purchase are rated investment grade or the unrated equivalent. "Assets" means net assets plus the amount of borrowings for investment purposes. The fund may also use currency related transactions involving currency derivatives as part of its primary investment strategy.Grade (RS Rating)
Last Trade
$50.54
Average Daily Volume
3,903,955
Number of Holdings
*
111
* may have additional holdings in another (foreign) market
Performance
| Period | BSR | JPST |
|---|---|---|
| 30 Days | 4.28% | 0.60% |
| 60 Days | 2.52% | 1.29% |
| 90 Days | 4.20% | 1.37% |
| 12 Months | 10.97% | 4.14% |
0 Overlapping Holdings
| Symbol | Grade | Weight in BSR | Weight in JPST | Overlap |
|---|
BSR Underweight 111 Positions Relative to JPST
| Symbol | Grade | Weight | |
|---|---|---|---|
| CASH | A | -2.2% | |
| TMO | A | -0.74% | |
| AZN | B | -0.57% | |
| EQH | C | -0.35% | |
| KDP | A | -0.31% | |
| CCEP | A | -0.3% | |
| ATO | A | -0.3% | |
| MCD | A | -0.29% | |
| LDOS | B | -0.26% | |
| BXMT | C | -0.25% | |
| SNX | D | -0.23% | |
| TDY | B | -0.22% | |
| HART | B | -0.19% | |
| BA | F | -0.18% | |
| D | A | -0.17% | |
| OGS | B | -0.17% | |
| VZ | B | -0.16% | |
| ETR | A | -0.16% | |
| T | A | -0.14% | |
| CNP | D | -0.14% | |
| GILD | A | -0.13% | |
| DB | B | -0.13% | |
| CAG | A | -0.13% | |
| AAPL | C | -0.12% | |
| SO | A | -0.11% | |
| WFC | D | -0.11% | |
| VTRS | C | -0.1% | |
| GM | B | -0.1% | |
| FITB | B | -0.1% | |
| HUM | D | -0.09% | |
| WEC | A | -0.09% | |
| MLM | D | -0.09% | |
| JBHT | C | -0.09% | |
| IFF | A | -0.08% | |
| STT | B | -0.08% | |
| DT | A | -0.08% | |
| CI | B | -0.08% | |
| NEM | B | -0.08% | |
| DUK | A | -0.08% | |
| KR | C | -0.07% | |
| CFG | B | -0.07% | |
| BX | B | -0.07% | |
| HSBC | B | -0.07% | |
| SBUX | B | -0.06% | |
| BG | D | -0.06% | |
| ACR | B | -0.06% | |
| SEB | C | -0.06% | |
| XOM | C | -0.06% | |
| AEP | A | -0.05% | |
| MS | C | -0.05% | |
| AL | D | -0.05% | |
| BHF | D | -0.04% | |
| ORCL | A | -0.04% | |
| KKR | B | -0.04% | |
| MDLZ | A | -0.04% | |
| ABBV | B | -0.04% | |
| COF | C | -0.04% | |
| PL | D | -0.04% | |
| ARES | C | -0.03% | |
| CHD | A | -0.03% | |
| R | C | -0.03% | |
| ROP | C | -0.03% | |
| NEE | A | -0.03% | |
| BCC | C | -0.03% | |
| BMO | D | -0.03% | |
| HON | D | -0.02% | |
| WLK | D | -0.02% | |
| MSC | F | -0.02% | |
| ETN | D | -0.02% | |
| AZO | B | -0.02% | |
| GSK | A | -0.02% | |
| DIS | F | -0.02% | |
| AER | C | -0.02% | |
| BNS | A | -0.02% | |
| EPD | C | -0.01% | |
| ABT | A | -0.01% | |
| PFE | D | -0.01% | |
| IBM | A | -0.01% | |
| ICE | A | -0.01% | |
| MCO | B | -0.01% | |
| DHR | B | -0.01% | |
| CSL | C | -0.01% | |
| BMY | B | -0.01% | |
| PSX | D | -0.01% | |
| SCHW | D | -0.01% | |
| PNC | B | -0.01% | |
| BK | B | -0.01% | |
| UNH | A | -0.01% | |
| MMM | B | -0.01% | |
| AXP | B | -0.01% | |
| CAT | C | -0.01% | |
| PM | A | -0.01% | |
| HBAN | B | -0.01% | |
| ES | A | -0.01% | |
| JXN | C | -0.01% | |
| MET | B | -0.01% | |
| UBS | D | -0.01% | |
| BAC | D | -0.01% | |
| RY | A | -0.01% | |
| TFC | B | -0.01% | |
| DE | B | -0.01% | |
| KEY | B | -0.01% | |
| MUFG | D | -0.01% | |
| GS | C | -0.01% | |
| NWG | C | -0.01% | |
| TD | A | -0.01% | |
| PFG | D | -0.01% | |
| CM | A | -0.01% | |
| USB | B | -0.01% | |
| C | D | -0.01% | |
| AIG | D | -0.01% |
BSR: Top Represented Industries & Keywords
Industries:
Keywords:
ETF
Exchange Traded Fund
Global Industry Classification Standard
Industry Classification
MSCI EAFE
Msci Us Reit Index
Stock Market Index
Investment Management
Energy Sector
Equity Real Estate Investment Trust
Information Technology Sector
Investment Trust
Passive Management
Real Estate Investment Trust
Telecommunication Services
JPST: Top Represented Industries & Keywords
Industries:
Banks - Global
Banks - Regional - US
Asset Management
Drug Manufacturers - Major
Utilities - Regulated Electric
Capital Markets
Diversified Industrials
Health Care Plans
Insurance - Life
Utilities - Regulated Gas
Aerospace & Defense
Beverages - Soft Drinks
Conglomerates
Credit Services
Diagnostics & Research
Farm & Construction Equipment
Information Technology Services
Insurance - Diversified
REIT - Diversified
Rental & Leasing Services
Keywords:
S&P 500
Bank
Banking
Investment Bank
Financial Products
Cash Management
Commercial Banking
Natural Gas
Dow Jones Component
Investment Management
Electricity
Insurance Products
Investment Banking
Nasdaq 100
Insurance
Wealth Management
Asset Management
Asset Management Services
Electronics
Health Insurance
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