IWFG vs. JPEF ETF Comparison
Comparison of IQ MacKay Municipal Insured ETF (IWFG) to JPMorgan Equity Focus ETF (JPEF)
IWFG
IQ MacKay Municipal Insured ETF
IWFG Description
The Fund seek long-term growth of capital by employing a bottom-up investment process while investing in companies that have the potential for above-average future earnings and cash flow growth. IWFG typically invests in a portfolio of 25-35 stocks, allocating 10-60% across each growth type. The fund invests in stocks of companies operating across diversified sectors. It invests in growth stocks of large-cap companies. IQ MacKay Municipal Insured ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$48.75
Average Daily Volume
137
29
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
$68.43
Average Daily Volume
91,557
40
Performance
| Period | IWFG | JPEF |
|---|---|---|
| 30 Days | 3.05% | 3.03% |
| 60 Days | 5.77% | 4.63% |
| 90 Days | 7.38% | 6.31% |
| 12 Months | 40.12% | 36.48% |
14 Overlapping Holdings
| Symbol | Grade | Weight in IWFG | Weight in JPEF | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 5.03% | 3.5% | 3.5% | |
| ADI | D | 3.09% | 1.7% | 1.7% | |
| AMZN | C | 7.69% | 5.88% | 5.88% | |
| AVGO | D | 4.86% | 2.83% | 2.83% | |
| BKNG | A | 2.02% | 1.43% | 1.43% | |
| GOOG | C | 4.52% | 2.06% | 2.06% | |
| INTU | C | 2.23% | 2.01% | 2.01% | |
| ISRG | A | 2.74% | 1.6% | 1.6% | |
| LRCX | F | 1.93% | 0.42% | 0.42% | |
| MA | C | 3.21% | 2.44% | 2.44% | |
| META | D | 4.54% | 4.52% | 4.52% | |
| MSFT | F | 11.57% | 6.29% | 6.29% | |
| NVDA | C | 7.83% | 6.36% | 6.36% | |
| TT | A | 3.49% | 2.54% | 2.54% |
IWFG Underweight 26 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| KMI | A | -3.38% | |
| COF | B | -3.15% | |
| BRK.A | B | -2.96% | |
| EOG | A | -2.87% | |
| L | A | -2.79% | |
| MTB | A | -2.77% | |
| BAC | A | -2.51% | |
| PG | A | -2.43% | |
| MS | A | -2.3% | |
| MCD | D | -2.26% | |
| PANW | C | -2.15% | |
| UNH | C | -2.15% | |
| HON | B | -2.13% | |
| PSA | D | -2.13% | |
| HD | A | -2.11% | |
| NEE | D | -2.05% | |
| PWR | A | -1.81% | |
| REG | B | -1.79% | |
| LLY | F | -1.66% | |
| REGN | F | -1.54% | |
| PKG | A | -1.49% | |
| MLM | B | -1.37% | |
| TJX | A | -1.21% | |
| TMO | F | -1.21% | |
| EL | F | -0.94% | |
| JBHT | C | -0.89% |
IWFG: Top Represented Industries & Keywords
JPEF: Top Represented Industries & Keywords
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