DFIV vs. JIRE ETF Comparison
Comparison of Dimensional International Value ETF (DFIV) to JPMorgan International Research Enhanced Equity ETF (JIRE)
DFIV
Dimensional International Value ETF
DFIV Description
Dimensional ETF Trust - Dimensional International Value ETF is an exchange traded fund launched and managed by Dimensional Fund Advisors L.P. The fund is co-managed by Dimensional Fund Advisors Ltd. and DFA Australia Limited. The fund invests in public equity markets of global ex-US region. The fund invests in stocks of companies operating across diversified sectors. It invests in value stocks of large-cap companies. It seeks to benchmark the performance of its portfolio against the MSCI World ex USA Index (net dividends). Dimensional ETF Trust - Dimensional International Value ETF was formed on April 16, 1999 and is domiciled in United States.
Grade (RS Rating)
Last Trade
$36.03
Average Daily Volume
498,666
44
JIRE
JPMorgan International Research Enhanced Equity ETF
JIRE Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It seeks to outperform the MSCI EAFE Index over time while maintaining similar risk characteristics, including sector and geographic risks. In implementing its strategy, the fund primarily invests in securities included within the universe of the index. In addition, it may also invest in securities not included within the index. The fund only invests in the securities of companies located in developed markets.Grade (RS Rating)
Last Trade
$60.94
Average Daily Volume
279,603
13
Performance
| Period | DFIV | JIRE |
|---|---|---|
| 30 Days | -4.35% | -6.63% |
| 60 Days | -3.16% | -5.80% |
| 90 Days | -1.16% | -4.47% |
| 12 Months | 14.30% | 11.50% |
16 Overlapping Holdings
| Symbol | Grade | Weight in DFIV | Weight in JIRE | Overlap | |
|---|---|---|---|---|---|
| BCS | B | 0.15% | 0.82% | 0.15% | |
| BCS | B | 0.55% | 0.82% | 0.55% | |
| HMC | F | 0.55% | 0.09% | 0.09% | |
| HMC | F | 0.17% | 0.09% | 0.09% | |
| HSBH | C | 0.16% | 0.9% | 0.16% | |
| LYG | D | 0.15% | 0.67% | 0.15% | |
| LYG | D | 0.65% | 0.67% | 0.65% | |
| MUFG | A | 0.08% | 0.39% | 0.08% | |
| MUFG | A | 1.19% | 0.39% | 0.39% | |
| NVS | F | 1.42% | 1.16% | 1.16% | |
| NVS | F | 0.48% | 1.16% | 0.48% | |
| SMFG | B | 0.76% | 0.96% | 0.76% | |
| SMFG | B | 0.18% | 0.96% | 0.18% | |
| STLA | F | 0.58% | 0.59% | 0.58% | |
| TM | F | 1.31% | 1.22% | 1.22% | |
| TM | F | 0.0% | 1.22% | 0.0% |
DFIV Overweight 28 Positions Relative to JIRE
| Symbol | Grade | Weight | |
|---|---|---|---|
| HSBC | C | 1.45% | |
| TD | D | 1.31% | |
| BP | F | 0.8% | |
| E | F | 0.61% | |
| MFG | B | 0.43% | |
| SAN | D | 0.38% | |
| PHG | D | 0.34% | |
| NWG | C | 0.3% | |
| GOLD | F | 0.24% | |
| AGCO | F | 0.18% | |
| BBVA | F | 0.18% | |
| MT | D | 0.16% | |
| STM | F | 0.14% | |
| WFG | D | 0.14% | |
| NMR | C | 0.12% | |
| NOK | C | 0.09% | |
| CCEP | C | 0.09% | |
| NMR | C | 0.06% | |
| VOD | F | 0.05% | |
| TS | B | 0.04% | |
| BTI | C | 0.02% | |
| GOGL | D | 0.02% | |
| E | F | 0.0% | |
| SW | C | 0.0% | |
| BUD | F | 0.0% | |
| NVO | F | 0.0% | |
| TEF | F | 0.0% | |
| GMAB | F | 0.0% |
DFIV: Top Represented Industries & Keywords
JIRE: Top Represented Industries & Keywords
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