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      EFIV vs. JCTR ETF Comparison

      Comparison of SPDR S&P 500 ESG ETF (EFIV) to JPMorgan Carbon Transition U.S. Equity ETF (JCTR)
      EFIV

      SPDR S&P 500 ESG ETF

      EFIV Description

      • Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

      Grade (RS Rating)

      Last Trade

      $55.13

      Average Daily Volume

      115,407

      Number of Holdings *

      314

      * may have additional holdings in another (foreign) market
      JCTR

      JPMorgan Carbon Transition U.S. Equity ETF

      JCTR Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.

      Grade (RS Rating)

      Last Trade

      $76.87

      Average Daily Volume

      389

      Number of Holdings *

      425

      * may have additional holdings in another (foreign) market
      Performance
      Period EFIV JCTR
      30 Days 0.77% 1.08%
      60 Days 6.20% 7.28%
      90 Days 2.50% 3.39%
      12 Months 34.78% 35.62%
      200 Overlapping Holdings
      Symbol Grade Weight in EFIV Weight in JCTR Overlap
      A B 0.12% 0.17% 0.12%
      AAPL C 9.99% 6.68% 6.68%
      ABBV A 0.99% 0.47% 0.47%
      ABT B 0.56% 0.19% 0.19%
      ACGL A 0.12% 0.14% 0.12%
      ACN B 0.63% 0.72% 0.63%
      ADBE F 0.66% 0.7% 0.66%
      ADM D 0.08% 0.1% 0.08%
      ADP A 0.32% 0.44% 0.32%
      ADSK B 0.17% 0.23% 0.17%
      AFL A 0.16% 0.24% 0.16%
      AIG F 0.14% 0.17% 0.14%
      AJG D 0.18% 0.24% 0.18%
      ALB D 0.03% 0.05% 0.03%
      ALLE A 0.04% 0.04% 0.04%
      AMAT B 0.49% 0.59% 0.49%
      AMD D 0.77% 0.83% 0.77%
      AME D 0.12% 0.15% 0.12%
      AMGN D 0.5% 0.62% 0.5%
      AMT C 0.31% 0.02% 0.02%
      AON A 0.22% 0.26% 0.22%
      AVB C 0.09% 0.13% 0.09%
      AVY C 0.05% 0.07% 0.05%
      AWK B 0.08% 0.21% 0.08%
      AXP A 0.44% 0.58% 0.44%
      BAC D 0.77% 0.37% 0.37%
      BBWI F 0.02% 0.03% 0.02%
      BLK A 0.38% 0.21% 0.21%
      BSX A 0.35% 0.47% 0.35%
      BXP C 0.03% 0.05% 0.03%
      C B 0.34% 0.46% 0.34%
      CAG D 0.04% 0.05% 0.04%
      CARR A 0.19% 0.24% 0.19%
      CAT A 0.55% 0.72% 0.55%
      CB A 0.31% 0.46% 0.31%
      CBOE A 0.06% 0.09% 0.06%
      CBRE A 0.11% 0.15% 0.11%
      CHRW A 0.04% 0.04% 0.04%
      CI D 0.28% 0.34% 0.28%
      CMCSA B 0.46% 0.33% 0.33%
      CME A 0.23% 0.31% 0.23%
      CMG C 0.23% 0.31% 0.23%
      CMI B 0.13% 0.1% 0.1%
      COF C 0.16% 0.22% 0.16%
      COST C 1.13% 0.58% 0.58%
      CPB D 0.03% 0.03% 0.03%
      CRM B 0.77% 0.29% 0.29%
      CSCO A 0.62% 0.73% 0.62%
      CSGP F 0.09% 0.12% 0.09%
      CTAS B 0.2% 0.28% 0.2%
      CVS D 0.22% 0.29% 0.22%
      CVX B 0.71% 0.25% 0.25%
      DAY B 0.03% 0.03% 0.03%
      DE A 0.31% 0.37% 0.31%
      DECK B 0.07% 0.09% 0.07%
      DFS C 0.1% 0.13% 0.1%
      DHI C 0.16% 0.22% 0.16%
      DHR C 0.51% 0.24% 0.24%
      DIS D 0.5% 0.16% 0.16%
      DLR C 0.14% 0.02% 0.02%
      DOV C 0.08% 0.1% 0.08%
      EA D 0.1% 0.15% 0.1%
      EBAY A 0.09% 0.11% 0.09%
      ECL B 0.19% 0.25% 0.19%
      ED A 0.1% 0.14% 0.1%
      EG B 0.05% 0.06% 0.05%
      EIX A 0.1% 0.14% 0.1%
      EL D 0.07% 0.09% 0.07%
      ELV F 0.35% 0.43% 0.35%
      EMR B 0.18% 0.24% 0.18%
      ES C 0.07% 0.18% 0.07%
      EW F 0.12% 0.15% 0.12%
      EXC A 0.12% 0.16% 0.12%
      EXPE B 0.05% 0.07% 0.05%
      EXR C 0.11% 0.14% 0.11%
      FANG D 0.09% 0.23% 0.09%
      FIS C 0.13% 0.18% 0.13%
      FMC B 0.02% 0.03% 0.02%
      FRT D 0.02% 0.04% 0.02%
      GILD A 0.3% 0.4% 0.3%
      GIS C 0.12% 0.16% 0.12%
      GOOGL B 2.77% 2.92% 2.77%
      GPC D 0.06% 0.04% 0.04%
      GPN F 0.07% 0.1% 0.07%
      GS C 0.45% 0.6% 0.45%
      GWW A 0.13% 0.18% 0.13%
      HAL F 0.07% 0.19% 0.07%
      HAS A 0.03% 0.04% 0.03%
      HD A 1.14% 1.08% 1.08%
      HES D 0.11% 0.03% 0.03%
      HIG A 0.1% 0.1% 0.1%
      HLT A 0.17% 0.14% 0.14%
      HOLX D 0.05% 0.07% 0.05%
      HSY D 0.08% 0.11% 0.08%
      HUBB A 0.07% 0.09% 0.07%
      ICE A 0.26% 0.35% 0.26%
      IDXX D 0.12% 0.17% 0.12%
      IEX D 0.05% 0.06% 0.05%
      IFF C 0.08% 0.1% 0.08%
      INCY B 0.03% 0.04% 0.03%
      INTC D 0.29% 0.04% 0.04%
      IPG C 0.03% 0.04% 0.03%
      IR A 0.11% 0.15% 0.11%
      ITW A 0.2% 0.3% 0.2%
      JKHY A 0.04% 0.04% 0.04%
      K B 0.06% 0.07% 0.06%
      KDP C 0.11% 0.15% 0.11%
      KHC D 0.09% 0.1% 0.09%
      KIM C 0.04% 0.06% 0.04%
      KLAC B 0.3% 0.42% 0.3%
      KMX F 0.03% 0.05% 0.03%
      KR C 0.11% 0.12% 0.11%
      LIN B 0.66% 0.74% 0.66%
      LLY D 2.0% 1.71% 1.71%
      LOW A 0.44% 0.09% 0.09%
      LRCX D 0.31% 0.07% 0.07%
      LULU D 0.09% 0.13% 0.09%
      LW D 0.03% 0.03% 0.03%
      MA A 1.17% 1.12% 1.12%
      MAR B 0.17% 0.18% 0.17%
      MAS A 0.05% 0.07% 0.05%
      MCD A 0.63% 0.73% 0.63%
      MCO D 0.21% 0.29% 0.21%
      MDT B 0.33% 0.04% 0.04%
      MET A 0.14% 0.19% 0.14%
      MKC C 0.06% 0.08% 0.06%
      MKTX C 0.03% 0.04% 0.03%
      MMC D 0.32% 0.03% 0.03%
      MRK F 0.83% 0.38% 0.38%
      MRNA F 0.06% 0.08% 0.06%
      MS B 0.37% 0.47% 0.37%
      MSCI B 0.13% 0.17% 0.13%
      MSFT D 9.18% 6.0% 6.0%
      MTD B 0.09% 0.13% 0.09%
      MU D 0.34% 0.09% 0.09%
      NDAQ C 0.09% 0.1% 0.09%
      NEE A 0.5% 0.63% 0.5%
      NEM C 0.18% 0.23% 0.18%
      NKE D 0.31% 0.42% 0.31%
      NVDA C 8.61% 5.94% 5.94%
      OKE B 0.15% 0.4% 0.15%
      OMC C 0.06% 0.08% 0.06%
      OTIS A 0.12% 0.16% 0.12%
      PAYX A 0.12% 0.17% 0.12%
      PCAR D 0.15% 0.2% 0.15%
      PEG A 0.13% 0.17% 0.13%
      PFE D 0.48% 0.13% 0.13%
      PH A 0.23% 0.32% 0.23%
      PHM A 0.09% 0.11% 0.09%
      PLD D 0.34% 0.45% 0.34%
      POOL B 0.04% 0.05% 0.04%
      PRU C 0.12% 0.17% 0.12%
      PSA C 0.16% 0.22% 0.16%
      PYPL C 0.23% 0.32% 0.23%
      QCOM D 0.55% 0.22% 0.22%
      REG C 0.03% 0.05% 0.03%
      REGN D 0.32% 0.41% 0.32%
      RL B 0.02% 0.02% 0.02%
      RMD C 0.1% 0.14% 0.1%
      ROK D 0.09% 0.13% 0.09%
      ROST C 0.15% 0.06% 0.06%
      RSG D 0.12% 0.16% 0.12%
      SBAC B 0.07% 0.1% 0.07%
      SBUX B 0.32% 0.02% 0.02%
      SCHW D 0.28% 0.37% 0.28%
      SHW B 0.26% 0.13% 0.13%
      SJM C 0.04% 0.04% 0.04%
      SLB D 0.17% 0.45% 0.17%
      SPGI C 0.47% 0.59% 0.47%
      SRE A 0.15% 0.18% 0.15%
      SYF B 0.06% 0.08% 0.06%
      SYK C 0.36% 0.51% 0.36%
      SYY B 0.11% 0.13% 0.11%
      T A 0.45% 0.17% 0.17%
      TAP D 0.03% 0.03% 0.03%
      TJX C 0.38% 0.06% 0.06%
      TPR B 0.03% 0.03% 0.03%
      TRGP B 0.09% 0.24% 0.09%
      TRV C 0.16% 0.21% 0.16%
      TSCO A 0.09% 0.12% 0.09%
      TSLA C 2.09% 1.69% 1.69%
      TSN D 0.05% 0.06% 0.05%
      TT A 0.25% 0.31% 0.25%
      TTWO F 0.07% 0.1% 0.07%
      UBER C 0.46% 0.55% 0.46%
      UDR C 0.04% 0.06% 0.04%
      ULTA D 0.06% 0.08% 0.06%
      UNH B 1.55% 1.17% 1.17%
      UNP D 0.43% 0.1% 0.1%
      URI C 0.15% 0.21% 0.15%
      V C 1.33% 1.09% 1.09%
      VRSK D 0.11% 0.29% 0.11%
      WAB A 0.09% 0.12% 0.09%
      WAT B 0.06% 0.08% 0.06%
      WBA F 0.02% 0.02% 0.02%
      WM B 0.22% 0.32% 0.22%
      WMB A 0.16% 0.41% 0.16%
      WMT A 1.0% 0.48% 0.48%
      XYL C 0.09% 0.13% 0.09%
      YUM A 0.11% 0.15% 0.11%
      EFIV Overweight 114 Positions Relative to JCTR
      Symbol Grade Weight
      GOOG B 2.29%
      JPM D 1.73%
      XOM A 1.48%
      PG C 1.18%
      KO C 0.8%
      PEP D 0.67%
      GE C 0.58%
      ETN C 0.38%
      FI A 0.3%
      BMY B 0.3%
      MDLZ C 0.29%
      TMUS A 0.29%
      UPS D 0.28%
      ZTS C 0.26%
      EQIX B 0.24%
      CL D 0.24%
      TGT C 0.21%
      PNC C 0.21%
      WELL C 0.21%
      FCX B 0.21%
      BDX B 0.2%
      USB C 0.2%
      APD C 0.19%
      CSX D 0.19%
      MPC F 0.16%
      PSX D 0.16%
      NSC C 0.16%
      TFC D 0.16%
      JCI B 0.15%
      GM D 0.15%
      BK C 0.15%
      ALL B 0.14%
      PWR B 0.13%
      VLO F 0.13%
      TEL D 0.13%
      AMP A 0.13%
      CTVA A 0.12%
      RCL C 0.12%
      KMI A 0.12%
      DOW B 0.11%
      HUM F 0.11%
      CNC F 0.11%
      DAL C 0.1%
      IRM A 0.1%
      OXY F 0.1%
      HPQ C 0.1%
      BKR B 0.1%
      WTW B 0.09%
      PPG D 0.09%
      ON F 0.09%
      HPE B 0.08%
      VTR C 0.08%
      STT C 0.08%
      CAH B 0.08%
      FTV B 0.08%
      ETR A 0.08%
      BIIB F 0.08%
      AXON A 0.08%
      FITB C 0.08%
      MTB C 0.08%
      RJF B 0.07%
      WDC C 0.07%
      TROW D 0.07%
      DVN F 0.07%
      WY B 0.07%
      BR B 0.07%
      SW C 0.07%
      EQR C 0.07%
      LYB D 0.07%
      APTV D 0.06%
      BAX D 0.06%
      BBY B 0.06%
      BALL C 0.06%
      RF C 0.06%
      HBAN D 0.06%
      CPAY A 0.06%
      EQT B 0.06%
      ZBH F 0.06%
      DOC C 0.05%
      PNR C 0.05%
      AMCR B 0.05%
      SWK A 0.05%
      DGX B 0.05%
      FDS C 0.05%
      LVS B 0.05%
      NTRS C 0.05%
      CFG D 0.05%
      PFG C 0.05%
      CCL C 0.05%
      ARE D 0.05%
      HST D 0.04%
      JBHT D 0.04%
      KEY C 0.04%
      AKAM D 0.04%
      CF A 0.04%
      CZR B 0.03%
      WYNN B 0.03%
      MGM D 0.03%
      NCLH C 0.03%
      HRL F 0.03%
      GL C 0.03%
      NWSA D 0.03%
      CRL F 0.03%
      AIZ A 0.03%
      LKQ F 0.03%
      TFX C 0.03%
      PARA F 0.02%
      BEN F 0.02%
      DVA C 0.02%
      IVZ A 0.02%
      BWA B 0.02%
      MHK B 0.02%
      MOS D 0.02%
      NWS D 0.01%
      EFIV Underweight 225 Positions Relative to JCTR
      Symbol Grade Weight
      AMZN C -3.23%
      META A -1.99%
      AVGO C -1.84%
      BRK.A C -0.96%
      NFLX A -0.9%
      JNJ D -0.76%
      COP D -0.7%
      NOW C -0.66%
      INTU F -0.63%
      ISRG A -0.63%
      IBM B -0.6%
      BKNG C -0.59%
      PGR C -0.58%
      VRTX D -0.46%
      PANW D -0.4%
      ANET A -0.39%
      BX C -0.38%
      KKR A -0.31%
      SNPS F -0.3%
      ORCL B -0.3%
      MSI A -0.29%
      PLTR A -0.29%
      CDNS D -0.28%
      TMO C -0.27%
      MCK F -0.24%
      MRVL C -0.24%
      ROP C -0.23%
      APO A -0.23%
      ABNB D -0.22%
      FSLR C -0.21%
      O A -0.21%
      SPG A -0.21%
      SPOT B -0.2%
      WFC D -0.2%
      FTNT A -0.19%
      LEN B -0.18%
      TXN C -0.17%
      VZ A -0.17%
      IQV F -0.17%
      NU D -0.17%
      CCI C -0.17%
      KMB B -0.16%
      CPRT B -0.16%
      IT C -0.15%
      EFX C -0.14%
      STZ B -0.14%
      SQ D -0.14%
      MNST D -0.14%
      DDOG D -0.13%
      ALNY C -0.13%
      CDW D -0.12%
      VEEV C -0.12%
      EOG B -0.12%
      VLTO A -0.11%
      KEYS B -0.11%
      AZO D -0.11%
      ANSS D -0.11%
      ENPH D -0.11%
      NET D -0.1%
      ARES A -0.1%
      CHD C -0.1%
      TEAM D -0.1%
      TYL B -0.1%
      HUBS D -0.1%
      DXCM F -0.1%
      TDY A -0.08%
      WSM B -0.08%
      SMCI F -0.08%
      CSL A -0.08%
      CLX B -0.08%
      TRU A -0.08%
      BAH A -0.08%
      PTC D -0.08%
      AR B -0.07%
      PINS D -0.07%
      ZBRA A -0.07%
      EXPD C -0.07%
      MDB F -0.07%
      ESS C -0.07%
      LII C -0.07%
      GGG B -0.06%
      CE D -0.06%
      TRMB B -0.06%
      RGA C -0.06%
      PSTG F -0.06%
      NI A -0.06%
      HOOD C -0.06%
      NDSN B -0.06%
      LYV A -0.06%
      PODD C -0.06%
      LPLA D -0.06%
      CNP B -0.06%
      WRB B -0.06%
      CASY D -0.05%
      TWLO B -0.05%
      JEF A -0.05%
      AMH D -0.05%
      FND C -0.05%
      CLH C -0.05%
      WPC C -0.05%
      TTEK B -0.05%
      USFD C -0.05%
      Z C -0.05%
      TW A -0.05%
      RNR A -0.05%
      EPAM F -0.05%
      FOXA A -0.05%
      RBA D -0.05%
      ACM C -0.05%
      NTRA A -0.05%
      IBKR A -0.05%
      GWRE A -0.05%
      SNA A -0.05%
      FLS A -0.04%
      OKTA F -0.04%
      ADI C -0.04%
      PRI A -0.04%
      REXR D -0.04%
      NVT D -0.04%
      LAD C -0.04%
      OHI C -0.04%
      WFRD F -0.04%
      SSD B -0.04%
      PFGC A -0.04%
      GNRC B -0.04%
      CUBE C -0.04%
      GLOB B -0.04%
      SCCO B -0.04%
      WTRG D -0.04%
      JLL B -0.04%
      ONTO B -0.04%
      BG F -0.04%
      TOST C -0.04%
      UGI C -0.03%
      ACI F -0.03%
      ZS F -0.03%
      CIEN A -0.03%
      MORN C -0.03%
      FCN C -0.03%
      ALLY F -0.03%
      RHI D -0.03%
      INGR A -0.03%
      OLED C -0.03%
      SKX B -0.03%
      WCC C -0.03%
      CNH B -0.03%
      GME F -0.03%
      RGEN F -0.03%
      ELS D -0.03%
      LSCC D -0.03%
      AFRM C -0.03%
      WEX C -0.03%
      AYI A -0.03%
      FE B -0.03%
      MTZ B -0.03%
      IRDM B -0.02%
      LSTR D -0.02%
      VFC B -0.02%
      HAYW B -0.02%
      PCTY B -0.02%
      DV F -0.02%
      FLO D -0.02%
      CGNX F -0.02%
      YETI B -0.02%
      POST C -0.02%
      STAG D -0.02%
      BSY D -0.02%
      WHR B -0.02%
      PLNT B -0.02%
      CFLT F -0.02%
      U D -0.02%
      PAG D -0.02%
      LYFT D -0.02%
      RYN C -0.02%
      AGNC C -0.02%
      HUN B -0.02%
      FRPT C -0.02%
      SLM C -0.02%
      NFG A -0.02%
      AMG B -0.02%
      CPRI B -0.02%
      STWD C -0.02%
      W D -0.02%
      MKSI F -0.02%
      COTY F -0.02%
      DUK A -0.02%
      AXS A -0.02%
      MIDD D -0.02%
      DLB D -0.02%
      WU D -0.02%
      CROX C -0.02%
      ETSY F -0.02%
      VVV D -0.02%
      XP F -0.02%
      MTCH B -0.02%
      ASH F -0.02%
      G A -0.02%
      AL D -0.02%
      PATH D -0.02%
      BRX C -0.02%
      MSA F -0.02%
      PEGA B -0.01%
      NFE F -0.01%
      SMG A -0.01%
      MPW C -0.01%
      TPG B -0.01%
      DNB D -0.01%
      AGR C -0.01%
      CERT F -0.01%
      GNTX D -0.01%
      COLM B -0.01%
      HXL F -0.01%
      ESI B -0.01%
      VNT F -0.01%
      ELF F -0.01%
      ENOV F -0.01%
      MAN D -0.01%
      IONS F -0.01%
      ZI F -0.01%
      SRCL B -0.01%
      BHF F -0.0%
      WEN D -0.0%
      CWEN C -0.0%
      PINC F -0.0%
      CHH B -0.0%

      EFIV: Top Represented Industries & Keywords

      Industries: Business Services Diversified Industrials Banks - Regional - US Capital Markets Packaged Foods Asset Management Drug Manufacturers - Major Credit Services Diagnostics & Research Specialty Chemicals Health Care Plans Leisure Medical Devices Software - Application Insurance - Life Medical Instruments & Supplies Oil & Gas E&P Semiconductors Specialty Retail Agricultural Inputs
      Keywords: S&P 500 Nasdaq 100 Insurance Natural Gas Dow Jones Component Bank Banking Medicine Real Estate Investment Trust Chemical Investment Bank Computing Insurance Products Mining Petroleum Industry Disability Electronics Beverage Cash Management Financial Products

      JCTR: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Business Services Packaged Foods Capital Markets Software - Infrastructure Specialty Retail Credit Services Diagnostics & Research Semiconductors Asset Management Biotechnology Information Technology Services Drug Manufacturers - Major Utilities - Regulated Electric Household & Personal Products Medical Devices Oil & Gas E&P REIT - Industrial REIT - Residential
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Natural Gas Dow Jones Component Real Estate Investment Trust Electronics Telecommunications Chemical IBD 50 Electricity Mining Mobile Devices Cloud Computing Medicine Insurance Products Retailing Semiconductor Clothing
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