FDRR vs. JPEF ETF Comparison
Comparison of Fidelity Dividend ETF for Rising Rates (FDRR) to JPMorgan Equity Focus ETF (JPEF)
FDRR
Fidelity Dividend ETF for Rising Rates
FDRR Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Dividend Index for Rising Rates. Normally investing at least 80% of assets in securities included in the Fidelity Dividend Index for Rising Rates and in depository receipts representing securities included in the index. The Fidelity Dividend Index for Rising Rates is designed to reflect the performance of stocks of large and mid-capitalization dividend-paying companies that are expected to continue to pay and grow their dividends and have a positive correlation of returns to increasing 10-year U.S. Treasury yields.
Grade (RS Rating)
Last Trade
$51.01
Average Daily Volume
20,995
101
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
$65.12
Average Daily Volume
66,257
10
Performance
| Period | FDRR | JPEF |
|---|---|---|
| 30 Days | 1.89% | 2.09% |
| 60 Days | 3.87% | 4.28% |
| 90 Days | 5.77% | 4.91% |
| 12 Months | 27.37% | 35.65% |
FDRR Overweight 97 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | C | 2.7% | |
| LLY | C | 2.4% | |
| UNH | C | 1.88% | |
| JPM | D | 1.83% | |
| V | C | 1.5% | |
| JNJ | C | 1.5% | |
| TXN | C | 1.5% | |
| ABBV | C | 1.48% | |
| IBM | B | 1.44% | |
| HD | B | 1.32% | |
| CSCO | C | 1.3% | |
| DELL | D | 1.29% | |
| MRK | D | 1.21% | |
| BAC | D | 1.2% | |
| PG | C | 1.2% | |
| HPQ | D | 1.12% | |
| PFE | C | 1.08% | |
| XOM | C | 1.05% | |
| GS | C | 1.04% | |
| GE | B | 1.01% | |
| WFC | D | 1.01% | |
| KO | C | 0.98% | |
| MCD | B | 0.97% | |
| TJX | B | 0.95% | |
| RTX | C | 0.95% | |
| LOW | B | 0.93% | |
| BX | B | 0.93% | |
| BMY | C | 0.91% | |
| MS | D | 0.91% | |
| CAT | B | 0.88% | |
| LMT | C | 0.88% | |
| PM | C | 0.88% | |
| PEP | C | 0.86% | |
| T | C | 0.86% | |
| PNC | B | 0.86% | |
| VZ | B | 0.85% | |
| C | C | 0.83% | |
| SBUX | C | 0.8% | |
| USB | B | 0.79% | |
| TFC | C | 0.79% | |
| CME | C | 0.78% | |
| GM | C | 0.78% | |
| BBY | C | 0.77% | |
| UNP | C | 0.77% | |
| HON | D | 0.76% | |
| CVS | D | 0.7% | |
| CMCSA | D | 0.7% | |
| DE | B | 0.69% | |
| MO | C | 0.66% | |
| CVX | D | 0.65% | |
| TKO | B | 0.65% | |
| MAR | C | 0.64% | |
| NKE | D | 0.62% | |
| FOXA | B | 0.61% | |
| UPS | D | 0.61% | |
| LIN | B | 0.58% | |
| EA | D | 0.57% | |
| F | F | 0.57% | |
| OMC | B | 0.56% | |
| PCAR | D | 0.55% | |
| NEE | C | 0.55% | |
| NYT | C | 0.53% | |
| NWSA | D | 0.52% | |
| IPG | C | 0.46% | |
| NXST | D | 0.45% | |
| PLD | C | 0.41% | |
| COP | D | 0.4% | |
| WMG | D | 0.38% | |
| TRGP | B | 0.38% | |
| SO | B | 0.38% | |
| DUK | C | 0.36% | |
| PARA | F | 0.35% | |
| PSA | B | 0.34% | |
| SPG | B | 0.32% | |
| GEV | B | 0.32% | |
| AEP | C | 0.31% | |
| NEM | B | 0.31% | |
| D | C | 0.29% | |
| CCI | C | 0.29% | |
| VICI | C | 0.27% | |
| OHI | B | 0.27% | |
| EIX | C | 0.26% | |
| APD | B | 0.26% | |
| FCX | D | 0.25% | |
| EXC | C | 0.25% | |
| GLPI | C | 0.23% | |
| DVN | F | 0.22% | |
| WY | C | 0.22% | |
| WPC | C | 0.21% | |
| IFF | B | 0.21% | |
| IP | B | 0.21% | |
| DOW | D | 0.19% | |
| AMCR | B | 0.18% | |
| LYB | D | 0.17% | |
| CIVI | F | 0.16% | |
| WBA | F | 0.16% | |
| MOS | F | 0.13% |
FDRR: Top Represented Industries & Keywords
JPEF: Top Represented Industries & Keywords
Compare ETFs
