JDIV vs. FVD ETF Comparison
Comparison of JPMorgan Dividend Leaders ETF (JDIV) to First Trust VL Dividend (FVD)
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
FVD
First Trust VL Dividend
FVD Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Value Line(R) Dividend Index(TM). The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is a modified equal-dollar weighted index comprised of U.S. exchange-listed securities of companies that pay above-average dividends and have potential for capital appreciation.Grade (RS Rating)
Last Trade
$46.24
Average Daily Volume
487,998
201
Performance
Period | JDIV | FVD |
---|---|---|
30 Days | -1.91% | 1.87% |
60 Days | 2.34% | |
90 Days | 4.86% | |
12 Months | 22.35% |
21 Overlapping Holdings
Symbol | Grade | Weight in JDIV | Weight in FVD | Overlap | |
---|---|---|---|---|---|
ABBV | D | 1.65% | 0.42% | 0.42% | |
ABT | B | 1.94% | 0.46% | 0.46% | |
ACN | C | 2.06% | 0.45% | 0.45% | |
ADI | D | 0.96% | 0.44% | 0.44% | |
BMY | B | 0.76% | 0.52% | 0.52% | |
CME | A | 1.71% | 0.46% | 0.46% | |
CMS | C | 0.44% | 0.44% | 0.44% | |
CVX | A | 1.3% | 0.5% | 0.5% | |
HON | B | 1.35% | 0.48% | 0.48% | |
JNJ | D | 1.78% | 0.43% | 0.43% | |
KO | D | 1.1% | 0.42% | 0.42% | |
LOW | D | 1.28% | 0.45% | 0.45% | |
MCD | D | 2.2% | 0.44% | 0.44% | |
MRK | F | 0.74% | 0.43% | 0.43% | |
MS | A | 2.12% | 0.52% | 0.52% | |
OTIS | C | 2.4% | 0.44% | 0.44% | |
SO | D | 1.84% | 0.44% | 0.44% | |
TSM | B | 1.13% | 0.43% | 0.43% | |
UNH | C | 2.43% | 0.48% | 0.48% | |
XOM | B | 1.41% | 0.47% | 0.47% | |
YUM | B | 1.91% | 0.47% | 0.47% |
JDIV Underweight 180 Positions Relative to FVD
Symbol | Grade | Weight | |
---|---|---|---|
GRMN | B | -0.59% | |
GATX | A | -0.54% | |
G | B | -0.54% | |
EMR | A | -0.54% | |
CBSH | A | -0.54% | |
GS | A | -0.53% | |
DTM | B | -0.53% | |
PINC | B | -0.53% | |
RHI | B | -0.53% | |
AIZ | A | -0.52% | |
INGR | B | -0.52% | |
IDA | A | -0.52% | |
SEIC | B | -0.52% | |
MO | A | -0.52% | |
XEL | A | -0.51% | |
ETR | B | -0.51% | |
CMI | A | -0.51% | |
IOSP | B | -0.51% | |
IEX | B | -0.51% | |
SNA | A | -0.51% | |
JCI | C | -0.51% | |
SRE | A | -0.5% | |
NSC | B | -0.5% | |
GILD | C | -0.5% | |
WSO | A | -0.5% | |
HLI | B | -0.5% | |
LANC | C | -0.5% | |
CMCSA | B | -0.5% | |
UVV | B | -0.5% | |
PKG | A | -0.5% | |
WERN | C | -0.5% | |
PM | B | -0.5% | |
WTW | B | -0.5% | |
WDFC | B | -0.5% | |
JPM | A | -0.5% | |
ITW | B | -0.49% | |
BLK | C | -0.49% | |
WM | A | -0.49% | |
CPK | A | -0.49% | |
KR | B | -0.49% | |
NEU | C | -0.49% | |
SLGN | A | -0.49% | |
NDAQ | A | -0.49% | |
CTSH | B | -0.49% | |
TROW | B | -0.49% | |
TXN | C | -0.49% | |
FAST | B | -0.49% | |
CSX | B | -0.49% | |
THG | A | -0.49% | |
DGX | A | -0.49% | |
BK | A | -0.48% | |
OTTR | C | -0.48% | |
DCI | B | -0.48% | |
CSCO | B | -0.48% | |
CHRW | C | -0.48% | |
TM | D | -0.48% | |
EVRG | A | -0.48% | |
T | A | -0.48% | |
SBUX | A | -0.48% | |
GNTX | C | -0.48% | |
NI | A | -0.48% | |
SCL | C | -0.48% | |
CLX | B | -0.48% | |
PAYX | C | -0.48% | |
BKH | A | -0.48% | |
SWX | B | -0.48% | |
BTI | B | -0.48% | |
TJX | A | -0.48% | |
MSM | C | -0.48% | |
LECO | B | -0.48% | |
ADP | B | -0.48% | |
PNW | B | -0.48% | |
BR | A | -0.48% | |
BRC | D | -0.47% | |
AGR | B | -0.47% | |
ALE | A | -0.47% | |
NWN | A | -0.47% | |
OGS | A | -0.47% | |
EXPD | D | -0.47% | |
UPS | C | -0.47% | |
STZ | D | -0.47% | |
SXT | B | -0.47% | |
NDSN | B | -0.47% | |
NJR | A | -0.47% | |
PPL | B | -0.47% | |
ATO | A | -0.47% | |
ALL | A | -0.47% | |
MSEX | B | -0.47% | |
AEE | A | -0.47% | |
TGT | F | -0.47% | |
EQIX | A | -0.47% | |
SIGI | C | -0.47% | |
UNP | C | -0.46% | |
CNI | D | -0.46% | |
MMM | D | -0.46% | |
INFY | B | -0.46% | |
DLB | B | -0.46% | |
PG | A | -0.46% | |
AWR | B | -0.46% | |
TRV | B | -0.46% | |
NWE | B | -0.46% | |
CAT | B | -0.46% | |
CALM | A | -0.46% | |
SR | A | -0.46% | |
POOL | C | -0.46% | |
K | A | -0.46% | |
MMC | B | -0.46% | |
HD | A | -0.46% | |
TD | F | -0.46% | |
PSA | D | -0.46% | |
JJSF | B | -0.46% | |
LHX | C | -0.46% | |
SNX | C | -0.45% | |
PPG | F | -0.45% | |
TAK | F | -0.45% | |
MKC | D | -0.45% | |
SON | D | -0.45% | |
CB | C | -0.45% | |
PEG | A | -0.45% | |
NFG | A | -0.45% | |
WEC | A | -0.45% | |
HSY | F | -0.45% | |
FLO | D | -0.45% | |
LNT | A | -0.45% | |
DE | A | -0.45% | |
EIX | B | -0.45% | |
HRL | D | -0.45% | |
CNA | B | -0.45% | |
AFL | B | -0.45% | |
JNPR | F | -0.45% | |
AWK | D | -0.44% | |
AEP | D | -0.44% | |
TSCO | D | -0.44% | |
CPB | D | -0.44% | |
CWT | D | -0.44% | |
GIS | D | -0.44% | |
EXC | C | -0.44% | |
PEP | F | -0.44% | |
BDX | F | -0.44% | |
RTX | C | -0.44% | |
NOC | D | -0.44% | |
MDT | D | -0.44% | |
POR | C | -0.44% | |
BAH | F | -0.44% | |
WTRG | B | -0.44% | |
GD | F | -0.44% | |
DOX | D | -0.44% | |
APD | A | -0.44% | |
CL | D | -0.43% | |
MMS | F | -0.43% | |
UL | D | -0.43% | |
DUK | C | -0.43% | |
SJM | D | -0.43% | |
REYN | D | -0.43% | |
AVY | D | -0.43% | |
AOS | F | -0.43% | |
NKE | D | -0.43% | |
ES | D | -0.43% | |
CAG | D | -0.43% | |
RIO | D | -0.43% | |
MDLZ | F | -0.43% | |
DTE | C | -0.43% | |
AMGN | D | -0.43% | |
VZ | C | -0.43% | |
NVS | D | -0.42% | |
KHC | F | -0.42% | |
ED | D | -0.42% | |
PFE | D | -0.42% | |
GSK | F | -0.42% | |
IBM | C | -0.42% | |
KDP | D | -0.42% | |
SJW | D | -0.42% | |
KMB | D | -0.42% | |
DEO | F | -0.41% | |
LMT | D | -0.41% | |
SNY | F | -0.41% | |
BAX | D | -0.4% | |
AZN | D | -0.39% | |
HMC | F | -0.39% | |
HII | D | -0.35% |
JDIV: Top Represented Industries & Keywords
FVD: Top Represented Industries & Keywords