FOVL vs. JPEF ETF Comparison
Comparison of iShares Focused Value Factor ETF (FOVL) to JPMorgan Equity Focus ETF (JPEF)
FOVL
iShares Focused Value Factor ETF
FOVL Description
The investment seeks to track the to track the investment results of the Focused Value Select Index, which is an objective, rules-based, equal-weighted equity index provided by FTSE Russell. The underlying index measures the performance of large- and mid-capitalization U.S. companies with prominent value factor characteristics, as determined by Russell. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.
Grade (RS Rating)
Last Trade
$67.73
Average Daily Volume
1,954
39
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
$65.29
Average Daily Volume
64,754
10
Performance
| Period | FOVL | JPEF |
|---|---|---|
| 30 Days | 5.57% | 1.67% |
| 60 Days | 6.04% | 3.01% |
| 90 Days | 14.07% | 4.83% |
| 12 Months | 36.04% | 37.78% |
FOVL Overweight 37 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| FYBR | C | 3.95% | |
| TOL | B | 3.94% | |
| PNFP | A | 3.51% | |
| IBKR | A | 3.28% | |
| SF | A | 3.1% | |
| SNV | C | 3.06% | |
| AXS | B | 3.05% | |
| JPM | D | 2.97% | |
| BLDR | C | 2.95% | |
| ORI | B | 2.91% | |
| JHG | B | 2.86% | |
| T | C | 2.82% | |
| LPX | B | 2.78% | |
| FHB | D | 2.71% | |
| CNA | D | 2.69% | |
| CUZ | B | 2.63% | |
| Z | B | 2.58% | |
| FNB | D | 2.57% | |
| WTM | D | 2.54% | |
| WBS | D | 2.52% | |
| WLK | D | 2.48% | |
| STT | B | 2.45% | |
| AMG | C | 2.43% | |
| DFS | B | 2.43% | |
| UNM | B | 2.4% | |
| PFG | B | 2.29% | |
| PNW | B | 2.28% | |
| HPE | D | 2.24% | |
| LYB | F | 2.14% | |
| AN | D | 2.13% | |
| THO | D | 2.1% | |
| SNDR | C | 2.02% | |
| AGR | B | 1.96% | |
| NUE | F | 1.79% | |
| ALK | C | 1.59% | |
| CLF | F | 1.46% | |
| LLYVK | B | 0.67% |
FOVL: Top Represented Industries & Keywords
JPEF: Top Represented Industries & Keywords
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