JDIV vs. HAPI ETF Comparison
Comparison of JPMorgan Dividend Leaders ETF (JDIV) to Harbor Corporate Culture ETF (HAPI)
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
42
HAPI
Harbor Corporate Culture ETF
HAPI Description
The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 150 U.S. companies identified by Irrational Capital LLC ("Irrational Capital") as those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology.Grade (RS Rating)
Last Trade
$36.20
Average Daily Volume
5,644
151
Performance
| Period | JDIV | HAPI |
|---|---|---|
| 30 Days | -1.91% | 2.60% |
| 60 Days | 4.98% | |
| 90 Days | 6.65% | |
| 12 Months | 35.11% |
15 Overlapping Holdings
| Symbol | Grade | Weight in JDIV | Weight in HAPI | Overlap | |
|---|---|---|---|---|---|
| BAC | A | 1.83% | 1.88% | 1.83% | |
| BKR | B | 1.16% | 0.26% | 0.26% | |
| CME | A | 1.52% | 0.44% | 0.44% | |
| CRM | B | 1.12% | 0.94% | 0.94% | |
| CVX | A | 0.91% | 2.07% | 0.91% | |
| DOW | F | 0.75% | 0.29% | 0.29% | |
| HON | B | 1.33% | 0.95% | 0.95% | |
| JNJ | D | 1.62% | 2.09% | 1.62% | |
| KO | D | 1.33% | 0.93% | 0.93% | |
| MA | C | 1.41% | 2.54% | 1.41% | |
| META | D | 3.23% | 3.22% | 3.22% | |
| MS | A | 2.13% | 1.02% | 1.02% | |
| MSFT | F | 5.82% | 4.3% | 4.3% | |
| PLD | D | 0.74% | 0.56% | 0.56% | |
| SO | D | 1.88% | 0.64% | 0.64% |
JDIV Overweight 27 Positions Relative to HAPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| UNH | C | 2.48% | |
| FIS | C | 2.47% | |
| OTIS | C | 2.42% | |
| MCD | D | 1.98% | |
| ABT | B | 1.97% | |
| YUM | B | 1.87% | |
| NEE | D | 1.85% | |
| ACN | C | 1.85% | |
| ABBV | D | 1.64% | |
| AVGO | D | 1.48% | |
| XOM | B | 1.42% | |
| LIN | D | 1.28% | |
| LOW | D | 1.26% | |
| ROST | C | 1.24% | |
| ADI | D | 1.23% | |
| WELL | A | 1.22% | |
| MCHP | D | 1.17% | |
| TSM | B | 1.14% | |
| WFC | A | 1.08% | |
| TFC | A | 1.05% | |
| DIS | B | 0.84% | |
| STX | D | 0.82% | |
| BMY | B | 0.76% | |
| MRK | F | 0.73% | |
| D | C | 0.69% | |
| OMC | C | 0.61% | |
| CMS | C | 0.46% |
JDIV Underweight 136 Positions Relative to HAPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -8.04% | |
| AAPL | C | -5.25% | |
| AMZN | C | -5.0% | |
| JPM | A | -3.99% | |
| GOOGL | C | -3.2% | |
| LLY | F | -2.89% | |
| GOOG | C | -2.81% | |
| XLC | A | -1.59% | |
| PG | A | -1.56% | |
| BKNG | A | -1.52% | |
| BSX | B | -1.15% | |
| NFLX | A | -1.14% | |
| CAT | B | -1.13% | |
| GE | D | -1.05% | |
| ISRG | A | -1.01% | |
| AXP | A | -0.91% | |
| AMGN | D | -0.89% | |
| BLK | C | -0.87% | |
| PEP | F | -0.84% | |
| LMT | D | -0.83% | |
| PFE | D | -0.77% | |
| AMAT | F | -0.76% | |
| MELI | D | -0.76% | |
| CSCO | B | -0.75% | |
| ADBE | C | -0.74% | |
| BX | A | -0.71% | |
| MAR | B | -0.68% | |
| AMD | F | -0.67% | |
| DE | A | -0.67% | |
| GILD | C | -0.65% | |
| NOW | A | -0.63% | |
| TXN | C | -0.61% | |
| FCX | D | -0.61% | |
| DUK | C | -0.6% | |
| IBM | C | -0.6% | |
| HLT | A | -0.58% | |
| INTU | C | -0.57% | |
| WMB | A | -0.56% | |
| QCOM | F | -0.56% | |
| KKR | A | -0.5% | |
| ABNB | C | -0.49% | |
| GEV | B | -0.48% | |
| ZTS | D | -0.46% | |
| EQIX | A | -0.46% | |
| NOC | D | -0.45% | |
| GWW | B | -0.41% | |
| ADP | B | -0.39% | |
| SLB | C | -0.38% | |
| MO | A | -0.38% | |
| BDX | F | -0.36% | |
| MDLZ | F | -0.35% | |
| PANW | C | -0.34% | |
| TRV | B | -0.33% | |
| NKE | D | -0.33% | |
| INTC | D | -0.32% | |
| LULU | C | -0.31% | |
| URI | B | -0.31% | |
| SPG | B | -0.31% | |
| CTVA | C | -0.31% | |
| CL | D | -0.3% | |
| CMI | A | -0.29% | |
| DD | D | -0.29% | |
| EBAY | D | -0.29% | |
| LHX | C | -0.28% | |
| OXY | D | -0.27% | |
| ANET | C | -0.27% | |
| EXPE | B | -0.26% | |
| PWR | A | -0.26% | |
| EXC | C | -0.26% | |
| KLAC | D | -0.25% | |
| MRVL | B | -0.24% | |
| SNPS | B | -0.24% | |
| CDNS | B | -0.24% | |
| ED | D | -0.23% | |
| DAL | C | -0.23% | |
| EIX | B | -0.22% | |
| CRWD | B | -0.21% | |
| EW | C | -0.21% | |
| EXR | D | -0.2% | |
| ADSK | A | -0.2% | |
| RMD | C | -0.2% | |
| STLD | B | -0.2% | |
| A | D | -0.2% | |
| BLDR | D | -0.19% | |
| ACGL | D | -0.19% | |
| HIG | B | -0.19% | |
| KMB | D | -0.18% | |
| FTNT | C | -0.18% | |
| FICO | B | -0.17% | |
| ALNY | D | -0.17% | |
| SPOT | B | -0.17% | |
| F | C | -0.16% | |
| AEE | A | -0.16% | |
| NDAQ | A | -0.16% | |
| DTE | C | -0.16% | |
| WDAY | B | -0.16% | |
| GEHC | F | -0.15% | |
| GIS | D | -0.15% | |
| SYF | B | -0.15% | |
| TTD | B | -0.15% | |
| MSCI | C | -0.15% | |
| BRO | B | -0.14% | |
| SBAC | D | -0.14% | |
| STZ | D | -0.14% | |
| IT | C | -0.13% | |
| CINF | A | -0.13% | |
| TEAM | A | -0.13% | |
| HPQ | B | -0.12% | |
| PFG | D | -0.12% | |
| CBOE | B | -0.12% | |
| ARES | A | -0.12% | |
| BAH | F | -0.11% | |
| PHM | D | -0.11% | |
| ESS | B | -0.11% | |
| LII | A | -0.11% | |
| HUBS | A | -0.1% | |
| LUV | C | -0.1% | |
| BR | A | -0.09% | |
| HPE | B | -0.09% | |
| ANSS | B | -0.09% | |
| ROK | B | -0.09% | |
| NTAP | C | -0.08% | |
| BG | F | -0.08% | |
| MOH | F | -0.08% | |
| RBLX | C | -0.07% | |
| DOC | D | -0.07% | |
| CPT | B | -0.07% | |
| ZBRA | B | -0.06% | |
| FDS | B | -0.06% | |
| BMRN | D | -0.06% | |
| TRMB | B | -0.05% | |
| TER | D | -0.05% | |
| MDB | C | -0.05% | |
| J | F | -0.05% | |
| EPAM | C | -0.04% | |
| BSY | D | -0.03% |
JDIV: Top Represented Industries & Keywords
HAPI: Top Represented Industries & Keywords
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