IYJ vs. JGRO ETF Comparison

Comparison of iShares U.S. Industrials ETF (IYJ) to JPMorgan Active Growth ETF (JGRO)

IYJ

iShares U.S. Industrials ETF

IYJ Description

The investment seeks to track the investment results of an index composed of U.S. equities in the industrials sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Industrials Index (the "underlying index"), which measures the performance of the industrials sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$142.39

Average Daily Volume

39,529

Number of Holdings ^*

190

* may have additional holdings in another (foreign) market

JGRO

JPMorgan Active Growth ETF

JGRO Description

JPMorgan Active Growth ETF is an exchange traded fund launched and managed by J.P. Morgan Investment Management Inc. It invests in public equity markets of the United States. It invests directly and through derivatives in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth stocks of large-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund employs proprietary research to create its portfolio. JPMorgan Active Growth ETF was formed on August 8, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$80.92

Average Daily Volume

456,688

Number of Holdings ^*

105

* may have additional holdings in another (foreign) market

Performance

Period	IYJ	JGRO
30 Days	5.33%	4.02%
60 Days	7.25%	5.72%
90 Days	11.61%	7.35%
12 Months	36.00%	38.25%

21 Overlapping Holdings

Symbol	Grade	Weight in IYJ	Weight in JGRO	Overlap
AL	B	0.07%	0.15%	0.07%
AME	A	0.64%	0.45%	0.45%
BAH	F	0.28%	0.32%	0.28%
ETN	A	2.06%	0.51%	0.51%
EXP	A	0.14%	0.23%	0.14%
FICO	B	0.77%	0.36%	0.36%
GEV	B	1.29%	0.22%	0.22%
GWW	B	0.74%	0.34%	0.34%
HUBB	B	0.34%	0.32%	0.32%
IR	B	0.59%	0.42%	0.42%
ITT	A	0.18%	0.46%	0.18%
JBHT	C	0.21%	0.26%	0.21%
MA	C	6.2%	2.81%	2.81%
MMM	D	1.03%	0.72%	0.72%
MTD	D	0.36%	0.16%	0.16%
PWR	A	0.68%	1.15%	0.68%
PYPL	B	1.26%	0.37%	0.37%
SAIA	B	0.2%	0.19%	0.19%
SQ	B	0.67%	0.06%	0.06%
TDG	D	0.98%	0.54%	0.54%
TT	A	1.33%	1.07%	1.07%

IYJ Overweight 169 Positions Relative to JGRO

Symbol	Grade	Weight
V	A	7.02%
ACN	C	3.19%
GE	D	2.77%
CAT	B	2.7%
AXP	A	2.32%
RTX	C	2.27%
HON	B	2.15%
UNP	C	2.07%
ADP	B	1.76%
FI	A	1.74%
LMT	D	1.64%
DE	A	1.45%
UPS	C	1.41%
BA	F	1.39%
PH	A	1.29%
SHW	A	1.28%
ITW	B	1.15%
GD	F	1.13%
CTAS	B	1.07%
EMR	A	1.04%
COF	B	1.01%
CSX	B	0.99%
NOC	D	0.98%
CRH	A	0.97%
FDX	B	0.96%
CARR	D	0.9%
NSC	B	0.85%
PCAR	B	0.83%
JCI	C	0.81%
URI	B	0.8%
FIS	C	0.71%
CMI	A	0.71%
LHX	C	0.67%
PAYX	C	0.66%
HWM	A	0.65%
AXON	A	0.62%
ODFL	B	0.61%
VRSK	A	0.58%
OTIS	C	0.58%
FERG	B	0.58%
VMC	B	0.53%
MLM	B	0.51%
WAB	B	0.49%
DD	D	0.49%
ROK	B	0.47%
DOW	F	0.45%
EFX	F	0.44%
XYL	D	0.42%
GPN	B	0.42%
PPG	F	0.41%
DOV	A	0.4%
FTV	C	0.38%
SW	A	0.38%
VLTO	D	0.37%
SYF	B	0.37%
KEYS	A	0.37%
CPAY	A	0.36%
EME	C	0.33%
TDY	B	0.31%
PKG	A	0.3%
BLDR	D	0.3%
CSL	C	0.29%
LII	A	0.28%
ZBRA	B	0.28%
SNA	A	0.27%
TRU	D	0.27%
BALL	D	0.27%
WSO	A	0.26%
RPM	A	0.25%
TRMB	B	0.25%
IEX	B	0.25%
MAS	D	0.25%
J	F	0.25%
PNR	A	0.25%
XPO	B	0.24%
OC	A	0.24%
EXPD	D	0.24%
HEI	B	0.24%
TXT	D	0.23%
GGG	B	0.22%
FIX	A	0.22%
NDSN	B	0.21%
ACM	A	0.21%
AMCR	D	0.21%
CW	B	0.2%
AFRM	B	0.19%
SWK	D	0.19%
ALLE	D	0.18%
JKHY	D	0.18%
CHRW	C	0.18%
BWXT	B	0.17%
HEI	B	0.17%
NVT	B	0.17%
TTEK	F	0.16%
ATR	B	0.16%
BLD	D	0.16%
RRX	B	0.16%
LECO	B	0.16%
ALSN	B	0.15%
WWD	B	0.15%
CCK	C	0.15%
GNRC	B	0.15%
CNH	C	0.14%
AYI	B	0.14%
AXTA	A	0.13%
WCC	B	0.13%
AAON	B	0.13%
FBIN	D	0.13%
DCI	B	0.13%
WMS	D	0.13%
APG	B	0.12%
CNM	D	0.12%
GPK	C	0.12%
TTC	D	0.12%
MTZ	B	0.12%
CR	A	0.12%
PCTY	B	0.12%
AOS	F	0.12%
BILL	A	0.12%
KNX	B	0.12%
WEX	D	0.11%
MHK	D	0.11%
TREX	C	0.11%
RHI	B	0.11%
KEX	C	0.11%
BERY	B	0.11%
SSD	D	0.11%
HII	D	0.11%
FLS	B	0.11%
G	B	0.11%
AWI	A	0.1%
VMI	B	0.1%
CGNX	C	0.1%
FCN	D	0.1%
GXO	B	0.1%
R	B	0.1%
ATI	D	0.1%
ESAB	B	0.1%
OSK	B	0.1%
MKSI	C	0.1%
LPX	B	0.1%
MIDD	C	0.1%
LFUS	F	0.09%
FOUR	B	0.09%
WSC	D	0.09%
MSA	D	0.09%
LSTR	D	0.09%
AZEK	A	0.09%
BC	C	0.08%
AGCO	D	0.08%
VNT	B	0.08%
ST	F	0.07%
SEE	C	0.07%
SON	D	0.07%
GTES	A	0.06%
SLGN	A	0.06%
EEFT	B	0.06%
AMTM	D	0.05%
SPR	D	0.05%
MSM	C	0.05%
CXT	B	0.04%
ECG	C	0.04%
MAN	D	0.04%
WU	D	0.04%
VSTS	C	0.03%
ADT	C	0.03%
HAYW	B	0.03%
SNDR	B	0.02%
LOAR	A	0.01%

IYJ Underweight 84 Positions Relative to JGRO

Symbol	Grade	Weight
NVDA	C	-10.41%
MSFT	F	-7.34%
AAPL	C	-7.14%
AMZN	C	-6.39%
META	D	-5.32%
GOOG	C	-4.59%
LLY	F	-3.1%
AVGO	D	-2.48%
NFLX	A	-2.32%
ISRG	A	-1.88%
ORCL	B	-1.75%
TSLA	B	-1.62%
BX	A	-1.22%
KKR	A	-1.16%
INTU	C	-1.13%
DASH	A	-1.02%
NOW	A	-1.0%
PANW	C	-1.0%
GS	A	-0.95%
BKNG	A	-0.94%
REGN	F	-0.9%
UBER	D	-0.87%
DHI	D	-0.86%
ANET	C	-0.78%
TSM	B	-0.74%
TTD	B	-0.73%
HUBS	A	-0.71%
MCK	B	-0.7%
VRT	B	-0.68%
TJX	A	-0.62%
SNPS	B	-0.58%
SPOT	B	-0.58%
IBKR	A	-0.56%
KO	D	-0.55%
SBUX	A	-0.54%
HD	A	-0.54%
NTRA	B	-0.51%
MCO	B	-0.51%
PGR	A	-0.51%
BRK.A	B	-0.49%
FTI	A	-0.48%
IBM	C	-0.46%
CPRT	A	-0.44%
TMO	F	-0.43%
MCD	D	-0.42%
GRMN	B	-0.41%
MELI	D	-0.41%
LRCX	F	-0.4%
EOG	A	-0.38%
TEAM	A	-0.37%
TTWO	A	-0.37%
AZO	C	-0.34%
ENTG	D	-0.3%
ON	D	-0.29%
STZ	D	-0.29%
APH	A	-0.29%
ALNY	D	-0.28%
TER	D	-0.27%
ABT	B	-0.26%
SHOP	B	-0.25%
CRWD	B	-0.24%
ELF	C	-0.24%
MDB	C	-0.24%
HLT	A	-0.23%
ITCI	C	-0.22%
APP	B	-0.22%
CRM	B	-0.22%
POOL	C	-0.2%
UNH	C	-0.19%
COP	C	-0.19%
IQV	D	-0.15%
SNOW	C	-0.15%
CMG	B	-0.13%
BABA	D	-0.12%
EXAS	D	-0.11%
LNG	B	-0.08%
EW	C	-0.08%
CELH	F	-0.07%
MNST	C	-0.06%
ASML	F	-0.05%
FCX	D	-0.05%
ADBE	C	-0.04%
AMD	F	-0.03%
ABNB	C	-0.02%