GDVD vs. JDIV ETF Comparison
Comparison of R3 Global Dividend Growth ETF (GDVD) to JPMorgan Dividend Leaders ETF (JDIV)
GDVD
R3 Global Dividend Growth ETF
GDVD Description
The investment seeks current income and long-term growth of income and capital. The fund is an actively managed ETF that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities at the time of purchase. It invests in equity securities of small, medium and large market capitalization companies and in growth and value stocks.
Grade (RS Rating)
Last Trade
$25.86
Average Daily Volume
17,173
36
JDIV
JPMorgan Dividend Leaders ETF
JDIV Description
JDIV seeks long-term capital growth and current income through investments in dividend-paying companies and equity-related instruments. Companies selected have been identified as attractively valued and considered dividend leaders. These companies are known to have dividend growth potential and/or can maintain high dividend payouts over time. Individual stock selection begins by assessing securities globally, to identify those with attractive opportunities for underlying earnings growth, resilient business models, strong free cash flow generation, and strong capital allocation. ESG factors are also considered. The portfolio will typically consist of 40 to 90 securities, denominated in US and foreign currencies. The fund is actively managed and may invest in securities of any capitalization but will focus on large-caps. Derivatives may also be utilized to better achieve its investment goals.Grade (RS Rating)
Last Trade
$47.39
Average Daily Volume
1,143
40
Performance
| Period | GDVD | JDIV |
|---|---|---|
| 30 Days | 2.28% | -1.91% |
| 60 Days | 4.60% | |
| 90 Days | 6.02% | |
| 12 Months | 16.98% |
GDVD Overweight 30 Positions Relative to JDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 3.8% | |
| NKE | D | 2.68% | |
| BLK | C | 2.5% | |
| MDT | D | 2.46% | |
| JPM | A | 2.4% | |
| VZ | C | 2.04% | |
| UNP | C | 1.97% | |
| LRCX | F | 1.87% | |
| SBUX | A | 1.84% | |
| PCAR | B | 1.73% | |
| CB | C | 1.7% | |
| V | A | 1.65% | |
| TEL | B | 1.63% | |
| HAS | D | 1.62% | |
| DEO | F | 1.6% | |
| PFE | D | 1.59% | |
| DFS | B | 1.57% | |
| ABEV | F | 1.39% | |
| TGT | F | 1.39% | |
| TRNO | F | 1.23% | |
| BR | A | 1.21% | |
| NVT | B | 1.11% | |
| MPC | D | 1.09% | |
| FNF | B | 1.08% | |
| EXPD | D | 1.03% | |
| AVY | D | 1.03% | |
| ENR | B | 1.03% | |
| SHEL | D | 1.01% | |
| CMCSA | B | 0.99% | |
| JHX | C | 0.51% |
GDVD Underweight 34 Positions Relative to JDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | D | -3.06% | |
| FIS | C | -2.53% | |
| UNH | C | -2.43% | |
| OTIS | C | -2.4% | |
| MCD | D | -2.2% | |
| MS | A | -2.12% | |
| ACN | C | -2.06% | |
| ABT | B | -1.94% | |
| YUM | B | -1.91% | |
| SO | D | -1.84% | |
| BAC | A | -1.81% | |
| JNJ | D | -1.78% | |
| AVGO | D | -1.76% | |
| CME | A | -1.71% | |
| ABBV | D | -1.65% | |
| MA | C | -1.42% | |
| XOM | B | -1.41% | |
| HON | B | -1.35% | |
| WELL | A | -1.31% | |
| LIN | D | -1.28% | |
| LOW | D | -1.28% | |
| ROST | C | -1.26% | |
| BKR | B | -1.13% | |
| CRM | B | -1.13% | |
| WFC | A | -1.06% | |
| TFC | A | -1.05% | |
| ADI | D | -0.96% | |
| STX | D | -0.81% | |
| BMY | B | -0.76% | |
| DOW | F | -0.75% | |
| MRK | F | -0.74% | |
| PLD | D | -0.73% | |
| D | C | -0.67% | |
| CMS | C | -0.44% |
GDVD: Top Represented Industries & Keywords
JDIV: Top Represented Industries & Keywords
Compare ETFs
