JCTR vs. FHEQ ETF Comparison

Comparison of JPMorgan Carbon Transition U.S. Equity ETF (JCTR) to Fidelity Hedged Equity ETF (FHEQ)
JCTR

JPMorgan Carbon Transition U.S. Equity ETF

JCTR Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.

Grade (RS Rating)

Last Trade

$77.47

Average Daily Volume

347

Number of Holdings *

425

* may have additional holdings in another (foreign) market
FHEQ

Fidelity Hedged Equity ETF

FHEQ Description FHEQ is actively managed, investing in equity securities with market caps similar to the S&P 500 and Russell 1000. The fund utilizes quantitative analysis and options for downside protection.

Grade (RS Rating)

Last Trade

$27.06

Average Daily Volume

4,655

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period JCTR FHEQ
30 Days 4.19% 3.47%
60 Days 11.53% 6.60%
90 Days 3.56% 3.39%
12 Months 35.54%
8 Overlapping Holdings
Symbol Grade Weight in JCTR Weight in FHEQ Overlap
AAPL C 6.68% 7.27% 6.68%
AMZN C 3.23% 3.23% 3.23%
AVGO B 1.84% 1.68% 1.68%
BRK.A B 0.96% 2.3% 0.96%
GOOGL B 2.92% 1.97% 1.97%
META A 1.99% 2.81% 1.99%
MSFT D 6.0% 5.9% 5.9%
NVDA B 5.94% 6.42% 5.94%
JCTR Overweight 417 Positions Relative to FHEQ
Symbol Grade Weight
LLY D 1.71%
TSLA C 1.69%
UNH B 1.17%
MA A 1.12%
V B 1.09%
HD A 1.08%
NFLX A 0.9%
AMD C 0.83%
JNJ D 0.76%
LIN C 0.74%
MCD A 0.73%
CSCO A 0.73%
CAT A 0.72%
ACN B 0.72%
COP D 0.7%
ADBE F 0.7%
NOW B 0.66%
INTU F 0.63%
NEE C 0.63%
ISRG C 0.63%
AMGN D 0.62%
IBM A 0.6%
GS B 0.6%
AMAT C 0.59%
BKNG B 0.59%
SPGI C 0.59%
PGR B 0.58%
COST C 0.58%
AXP A 0.58%
UBER C 0.55%
SYK C 0.51%
WMT A 0.48%
MS A 0.47%
ABBV C 0.47%
BSX A 0.47%
CB A 0.46%
C B 0.46%
VRTX D 0.46%
SLB D 0.45%
PLD D 0.45%
ADP A 0.44%
ELV F 0.43%
NKE D 0.42%
KLAC B 0.42%
REGN D 0.41%
WMB A 0.41%
OKE A 0.4%
GILD A 0.4%
PANW B 0.4%
ANET A 0.39%
MRK F 0.38%
BX C 0.38%
SCHW D 0.37%
BAC B 0.37%
DE C 0.37%
ICE A 0.35%
CI D 0.34%
CMCSA B 0.33%
PYPL A 0.32%
PH A 0.32%
WM B 0.32%
CME A 0.31%
TT A 0.31%
CMG C 0.31%
KKR A 0.31%
SNPS F 0.3%
ITW C 0.3%
ORCL A 0.3%
CRM B 0.29%
MSI A 0.29%
CVS D 0.29%
VRSK D 0.29%
PLTR A 0.29%
MCO D 0.29%
CTAS C 0.28%
CDNS D 0.28%
TMO D 0.27%
AON A 0.26%
CVX B 0.25%
ECL C 0.25%
AJG C 0.24%
CARR A 0.24%
AFL A 0.24%
MCK F 0.24%
EMR B 0.24%
MRVL C 0.24%
DHR D 0.24%
TRGP A 0.24%
NEM C 0.23%
FANG D 0.23%
ROP D 0.23%
ADSK B 0.23%
APO A 0.23%
ABNB D 0.22%
COF A 0.22%
DHI C 0.22%
PSA C 0.22%
QCOM D 0.22%
FSLR C 0.21%
TRV B 0.21%
URI C 0.21%
O C 0.21%
SPG A 0.21%
BLK A 0.21%
AWK D 0.21%
PCAR D 0.2%
SPOT C 0.2%
WFC B 0.2%
HAL D 0.19%
MET A 0.19%
FTNT A 0.19%
ABT C 0.19%
ES D 0.18%
LEN C 0.18%
MAR A 0.18%
GWW B 0.18%
FIS A 0.18%
SRE C 0.18%
PAYX B 0.17%
T B 0.17%
TXN C 0.17%
MSCI B 0.17%
AIG C 0.17%
IDXX D 0.17%
VZ C 0.17%
A B 0.17%
IQV F 0.17%
PRU B 0.17%
PEG A 0.17%
NU D 0.17%
CCI D 0.17%
EXC C 0.16%
DIS D 0.16%
GIS C 0.16%
RSG D 0.16%
KMB D 0.16%
OTIS A 0.16%
CPRT B 0.16%
CBRE C 0.15%
EA D 0.15%
YUM C 0.15%
EW F 0.15%
IR A 0.15%
IT A 0.15%
KDP C 0.15%
AME C 0.15%
RMD C 0.14%
ED C 0.14%
EFX D 0.14%
HLT A 0.14%
STZ D 0.14%
EIX C 0.14%
EXR D 0.14%
SQ D 0.14%
MNST D 0.14%
ACGL A 0.14%
XYL C 0.13%
AVB C 0.13%
LULU D 0.13%
SHW C 0.13%
ROK D 0.13%
PFE D 0.13%
MTD C 0.13%
DDOG B 0.13%
SYY D 0.13%
ALNY C 0.13%
DFS A 0.13%
CSGP F 0.12%
TSCO A 0.12%
CDW D 0.12%
VEEV C 0.12%
EOG B 0.12%
WAB A 0.12%
KR C 0.12%
HSY D 0.11%
VLTO A 0.11%
KEYS B 0.11%
AZO D 0.11%
PHM C 0.11%
ANSS D 0.11%
ENPH F 0.11%
EBAY A 0.11%
NET D 0.1%
ADM F 0.1%
GPN F 0.1%
ARES A 0.1%
CHD D 0.1%
SBAC C 0.1%
TEAM D 0.1%
TTWO D 0.1%
TYL D 0.1%
UNP F 0.1%
CMI A 0.1%
HUBS D 0.1%
DXCM F 0.1%
DOV C 0.1%
NDAQ C 0.1%
KHC F 0.1%
HIG A 0.1%
IFF D 0.1%
CBOE B 0.09%
HUBB A 0.09%
EL D 0.09%
MU D 0.09%
LOW C 0.09%
DECK B 0.09%
TDY A 0.08%
SYF A 0.08%
WSM C 0.08%
SMCI F 0.08%
CSL A 0.08%
ULTA D 0.08%
OMC C 0.08%
CLX C 0.08%
MRNA F 0.08%
TRU C 0.08%
WAT B 0.08%
BAH C 0.08%
MKC C 0.08%
PTC B 0.08%
AR C 0.07%
PINS D 0.07%
AVY D 0.07%
ZBRA B 0.07%
EXPD D 0.07%
MDB D 0.07%
K B 0.07%
ESS D 0.07%
EXPE B 0.07%
MAS C 0.07%
HOLX D 0.07%
LRCX D 0.07%
LII C 0.07%
TJX D 0.06%
GGG C 0.06%
CE D 0.06%
TSN D 0.06%
TRMB B 0.06%
RGA B 0.06%
PSTG F 0.06%
NI A 0.06%
HOOD B 0.06%
UDR C 0.06%
KIM C 0.06%
NDSN C 0.06%
LYV A 0.06%
EG A 0.06%
PODD C 0.06%
IEX D 0.06%
ROST D 0.06%
LPLA D 0.06%
CNP B 0.06%
WRB C 0.06%
CASY D 0.05%
TWLO B 0.05%
JEF A 0.05%
AMH D 0.05%
KMX F 0.05%
FND C 0.05%
CLH B 0.05%
WPC C 0.05%
TTEK A 0.05%
BXP B 0.05%
USFD C 0.05%
REG C 0.05%
Z C 0.05%
TW A 0.05%
ALB D 0.05%
RNR A 0.05%
POOL D 0.05%
EPAM F 0.05%
CAG D 0.05%
FOXA B 0.05%
RBA D 0.05%
ACM A 0.05%
NTRA A 0.05%
IBKR A 0.05%
GWRE A 0.05%
SNA C 0.05%
MKTX B 0.04%
FLS A 0.04%
OKTA F 0.04%
ADI B 0.04%
PRI A 0.04%
MDT C 0.04%
REXR D 0.04%
NVT C 0.04%
LAD C 0.04%
GPC D 0.04%
OHI C 0.04%
WFRD F 0.04%
FRT D 0.04%
SSD B 0.04%
PFGC A 0.04%
GNRC B 0.04%
CUBE C 0.04%
INCY B 0.04%
GLOB D 0.04%
SJM D 0.04%
SCCO B 0.04%
JKHY A 0.04%
WTRG D 0.04%
HAS A 0.04%
JLL C 0.04%
ONTO B 0.04%
CHRW C 0.04%
INTC D 0.04%
IPG D 0.04%
ALLE A 0.04%
BG F 0.04%
TOST B 0.04%
UGI C 0.03%
ACI F 0.03%
ZS F 0.03%
CIEN A 0.03%
MMC D 0.03%
HES D 0.03%
MORN B 0.03%
FCN C 0.03%
ALLY F 0.03%
RHI D 0.03%
INGR B 0.03%
OLED B 0.03%
SKX B 0.03%
TAP D 0.03%
WCC D 0.03%
CNH C 0.03%
GME D 0.03%
RGEN F 0.03%
ELS D 0.03%
LSCC D 0.03%
CPB D 0.03%
AFRM C 0.03%
FMC C 0.03%
WEX C 0.03%
LW D 0.03%
BBWI F 0.03%
TPR B 0.03%
AYI A 0.03%
DAY C 0.03%
FE C 0.03%
MTZ A 0.03%
IRDM C 0.02%
LSTR F 0.02%
VFC A 0.02%
HAYW C 0.02%
PCTY C 0.02%
DV F 0.02%
FLO D 0.02%
CGNX F 0.02%
YETI C 0.02%
POST C 0.02%
STAG D 0.02%
BSY D 0.02%
WHR C 0.02%
SBUX B 0.02%
PLNT B 0.02%
CFLT F 0.02%
U D 0.02%
PAG D 0.02%
DLR C 0.02%
LYFT D 0.02%
RYN C 0.02%
AGNC B 0.02%
AMT D 0.02%
HUN B 0.02%
WBA F 0.02%
FRPT A 0.02%
SLM B 0.02%
NFG A 0.02%
AMG B 0.02%
CPRI C 0.02%
STWD C 0.02%
W C 0.02%
MKSI F 0.02%
COTY F 0.02%
DUK C 0.02%
AXS A 0.02%
MIDD D 0.02%
DLB D 0.02%
WU D 0.02%
CROX C 0.02%
ETSY F 0.02%
VVV D 0.02%
XP F 0.02%
MTCH B 0.02%
RL B 0.02%
ASH F 0.02%
G A 0.02%
AL D 0.02%
PATH D 0.02%
BRX C 0.02%
MSA F 0.02%
PEGA B 0.01%
NFE F 0.01%
SMG C 0.01%
MPW C 0.01%
TPG A 0.01%
DNB D 0.01%
AGR C 0.01%
CERT F 0.01%
GNTX D 0.01%
COLM B 0.01%
HXL F 0.01%
ESI C 0.01%
VNT F 0.01%
ELF F 0.01%
ENOV F 0.01%
MAN D 0.01%
IONS F 0.01%
ZI F 0.01%
SRCL B 0.01%
BHF D 0.0%
WEN B 0.0%
CWEN C 0.0%
PINC F 0.0%
CHH A 0.0%
JCTR Underweight 2 Positions Relative to FHEQ
Symbol Grade Weight
JPM C -1.72%
XOM A -1.59%
Compare ETFs