EMOT vs. JPEF ETF Comparison
Comparison of First Trust S&P 500 Economic Moat ETF (EMOT) to JPMorgan Equity Focus ETF (JPEF)
EMOT
First Trust S&P 500 Economic Moat ETF
EMOT Description
Under normal conditions, the fund will invest at least 80% of its net assets in the securities that comprise the index. The index is designed to measure the performance of common stock of companies in the S&P 500® Index which are identified as having sustainable competitive advantages, or "an economic moat," as evidenced by their sustained high gross margins, sustained high return on invested capital and high market share. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$21.10
Average Daily Volume
3,404
50
JPEF
JPMorgan Equity Focus ETF
JPEF Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.Grade (RS Rating)
Last Trade
$67.77
Average Daily Volume
87,238
40
Performance
| Period | EMOT | JPEF |
|---|---|---|
| 30 Days | -0.73% | 1.32% |
| 60 Days | 1.58% | 5.22% |
| 90 Days | 3.14% | 6.91% |
| 12 Months | 36.56% |
17 Overlapping Holdings
| Symbol | Grade | Weight in EMOT | Weight in JPEF | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 1.96% | 3.44% | 1.96% | |
| AMZN | B | 2.09% | 5.81% | 2.09% | |
| AVGO | C | 2.26% | 3.01% | 2.26% | |
| BKNG | A | 2.37% | 1.45% | 1.45% | |
| BRK.A | A | 2.16% | 2.99% | 2.16% | |
| EL | F | 1.04% | 0.92% | 0.92% | |
| GOOG | B | 1.87% | 2.09% | 1.87% | |
| HD | A | 2.12% | 1.99% | 1.99% | |
| INTU | A | 2.07% | 1.87% | 1.87% | |
| LRCX | F | 1.38% | 0.44% | 0.44% | |
| MA | A | 2.2% | 2.46% | 2.2% | |
| MCD | D | 2.17% | 2.2% | 2.17% | |
| META | C | 2.11% | 4.52% | 2.11% | |
| MSFT | D | 1.79% | 6.24% | 1.79% | |
| NVDA | B | 2.19% | 6.36% | 2.19% | |
| PG | C | 1.83% | 2.36% | 1.83% | |
| UNH | B | 2.28% | 2.19% | 2.19% |
EMOT Overweight 33 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| FTNT | A | 2.51% | |
| ORCL | A | 2.43% | |
| CSCO | B | 2.38% | |
| WMT | A | 2.37% | |
| ACN | C | 2.34% | |
| ADP | B | 2.33% | |
| ORLY | A | 2.3% | |
| PM | A | 2.29% | |
| SBUX | A | 2.28% | |
| LMT | D | 2.26% | |
| LOW | A | 2.19% | |
| TPR | A | 2.18% | |
| AZO | C | 2.12% | |
| SPGI | C | 2.09% | |
| ADBE | F | 2.06% | |
| TXN | C | 2.03% | |
| VRSN | D | 1.95% | |
| CPRT | A | 1.93% | |
| HPQ | B | 1.91% | |
| KO | D | 1.9% | |
| PEP | F | 1.89% | |
| YUM | D | 1.84% | |
| KMB | C | 1.83% | |
| CL | D | 1.82% | |
| ZTS | D | 1.82% | |
| MTD | F | 1.81% | |
| CDNS | B | 1.79% | |
| MCK | A | 1.77% | |
| IDXX | F | 1.55% | |
| KLAC | F | 1.52% | |
| QCOM | F | 1.51% | |
| NKE | D | 1.51% | |
| AMAT | F | 1.49% |
EMOT Underweight 23 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| KMI | A | -3.43% | |
| COF | A | -3.39% | |
| MTB | A | -2.91% | |
| L | A | -2.81% | |
| EOG | A | -2.72% | |
| BAC | A | -2.51% | |
| TT | A | -2.45% | |
| MS | A | -2.3% | |
| PANW | B | -2.12% | |
| PSA | C | -2.11% | |
| HON | A | -2.01% | |
| NEE | C | -1.96% | |
| ADI | D | -1.83% | |
| REG | A | -1.79% | |
| LLY | F | -1.66% | |
| REGN | F | -1.62% | |
| PKG | B | -1.6% | |
| PWR | A | -1.56% | |
| ISRG | A | -1.55% | |
| MLM | B | -1.45% | |
| TMO | D | -1.28% | |
| TJX | A | -1.18% | |
| JBHT | B | -0.94% |
EMOT: Top Represented Industries & Keywords
JPEF: Top Represented Industries & Keywords
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