JDIV vs. FBCV ETF Comparison
Comparison of JPMorgan Dividend Leaders ETF (JDIV) to Fidelity Blue Chip Value ETF (FBCV)
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
FBCV
Fidelity Blue Chip Value ETF
FBCV Description
The investment seeks long-term growth of capital. Normally the fund invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC's (FMR) view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. It invests in companies that manager believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry (stocks of these companies are often called "value" stocks). The fund is non-diversified.Grade (RS Rating)
Last Trade
$33.81
Average Daily Volume
11,160
84
Performance
| Period | JDIV | FBCV |
|---|---|---|
| 30 Days | -1.91% | 3.52% |
| 60 Days | 4.01% | |
| 90 Days | 5.93% | |
| 12 Months | 22.34% |
13 Overlapping Holdings
| Symbol | Grade | Weight in JDIV | Weight in FBCV | Overlap | |
|---|---|---|---|---|---|
| AVGO | D | 1.76% | 0.14% | 0.14% | |
| BAC | A | 1.81% | 2.36% | 1.81% | |
| BMY | B | 0.76% | 1.7% | 0.76% | |
| JNJ | D | 1.78% | 1.78% | 1.78% | |
| KO | D | 1.1% | 1.38% | 1.1% | |
| LOW | D | 1.28% | 1.06% | 1.06% | |
| MRK | F | 0.74% | 0.87% | 0.74% | |
| NEE | D | 1.8% | 0.67% | 0.67% | |
| ROST | C | 1.26% | 0.97% | 0.97% | |
| SO | D | 1.84% | 0.38% | 0.38% | |
| UNH | C | 2.43% | 2.81% | 2.43% | |
| WFC | A | 1.06% | 1.64% | 1.06% | |
| XOM | B | 1.41% | 4.38% | 1.41% |
JDIV Overweight 27 Positions Relative to FBCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | 5.94% | |
| META | D | 3.06% | |
| FIS | C | 2.53% | |
| OTIS | C | 2.4% | |
| MCD | D | 2.2% | |
| MS | A | 2.12% | |
| ACN | C | 2.06% | |
| ABT | B | 1.94% | |
| YUM | B | 1.91% | |
| CME | A | 1.71% | |
| ABBV | D | 1.65% | |
| MA | C | 1.42% | |
| HON | B | 1.35% | |
| WELL | A | 1.31% | |
| CVX | A | 1.3% | |
| LIN | D | 1.28% | |
| MCHP | D | 1.17% | |
| BKR | B | 1.13% | |
| TSM | B | 1.13% | |
| CRM | B | 1.13% | |
| TFC | A | 1.05% | |
| ADI | D | 0.96% | |
| STX | D | 0.81% | |
| DOW | F | 0.75% | |
| PLD | D | 0.73% | |
| D | C | 0.67% | |
| CMS | C | 0.44% |
JDIV Underweight 71 Positions Relative to FBCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -3.47% | |
| CMCSA | B | -2.85% | |
| TRV | B | -2.81% | |
| CI | F | -2.77% | |
| BRK.A | B | -2.65% | |
| PCG | A | -2.45% | |
| DIS | B | -2.37% | |
| CSCO | B | -2.17% | |
| CNC | D | -2.14% | |
| BLK | C | -2.06% | |
| DE | A | -2.03% | |
| KVUE | A | -1.98% | |
| AZN | D | -1.83% | |
| CB | C | -1.75% | |
| HRB | D | -1.7% | |
| EIX | B | -1.5% | |
| NOC | D | -1.38% | |
| ELV | F | -1.36% | |
| CTSH | B | -1.35% | |
| GEN | B | -1.35% | |
| PNC | B | -1.33% | |
| CVS | D | -1.27% | |
| PG | A | -1.26% | |
| LMT | D | -1.24% | |
| WTW | B | -1.23% | |
| KDP | D | -1.2% | |
| GILD | C | -1.13% | |
| DOX | D | -1.13% | |
| NGG | D | -1.11% | |
| PNR | A | -1.1% | |
| USFD | A | -1.0% | |
| CF | B | -0.99% | |
| HLN | D | -0.98% | |
| MTB | A | -0.96% | |
| FDX | B | -0.91% | |
| USB | A | -0.87% | |
| NTRS | A | -0.86% | |
| SRE | A | -0.83% | |
| APO | B | -0.77% | |
| JCI | C | -0.76% | |
| CCI | D | -0.76% | |
| CCEP | C | -0.74% | |
| MDLZ | F | -0.74% | |
| CCK | C | -0.73% | |
| TSN | B | -0.72% | |
| RRX | B | -0.69% | |
| EQNR | D | -0.66% | |
| LHX | C | -0.64% | |
| BJ | A | -0.63% | |
| DEO | F | -0.62% | |
| MMS | F | -0.59% | |
| AES | F | -0.56% | |
| MU | D | -0.5% | |
| OXY | D | -0.49% | |
| SPG | B | -0.45% | |
| CMI | A | -0.41% | |
| MUSA | A | -0.39% | |
| CHRW | C | -0.38% | |
| G | B | -0.32% | |
| TPR | B | -0.31% | |
| ALSN | B | -0.3% | |
| SNY | F | -0.3% | |
| OVV | B | -0.28% | |
| OTEX | D | -0.28% | |
| GEV | B | -0.26% | |
| BNTX | D | -0.26% | |
| CFR | B | -0.21% | |
| OSK | B | -0.16% | |
| NXPI | D | -0.15% | |
| AR | B | -0.12% | |
| ULTA | F | -0.1% |
JDIV: Top Represented Industries & Keywords
FBCV: Top Represented Industries & Keywords
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