JDIV vs. LCDS ETF Comparison
Comparison of JPMorgan Dividend Leaders ETF (JDIV) to JPMorgan Fundamental Data Science Large Core ETF (LCDS)
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
$47.24
Average Daily Volume
756
40
LCDS
JPMorgan Fundamental Data Science Large Core ETF
LCDS Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. Many of the equity securities in the fund"s portfolio will be technology companies or companies that rely heavily on technological advances. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management. The fund is non-diversified.Grade (RS Rating)
Last Trade
$57.57
Average Daily Volume
116
87
Performance
| Period | JDIV | LCDS |
|---|---|---|
| 30 Days | -2.40% | 2.74% |
| 60 Days | 6.75% | |
| 90 Days | 7.66% | |
| 12 Months |
24 Overlapping Holdings
| Symbol | Grade | Weight in JDIV | Weight in LCDS | Overlap | |
|---|---|---|---|---|---|
| ABBV | F | 1.8% | 1.8% | 1.8% | |
| AVGO | C | 1.85% | 1.43% | 1.43% | |
| BAC | A | 1.73% | 1.27% | 1.27% | |
| BMY | B | 0.7% | 1.39% | 0.7% | |
| CME | B | 1.66% | 0.73% | 0.73% | |
| CMS | D | 0.43% | 0.56% | 0.43% | |
| CRM | B | 1.04% | 1.19% | 1.04% | |
| HON | B | 1.24% | 1.05% | 1.05% | |
| KO | F | 1.1% | 0.74% | 0.74% | |
| LIN | D | 1.28% | 0.14% | 0.14% | |
| LOW | B | 1.24% | 1.29% | 1.24% | |
| MA | B | 1.38% | 1.95% | 1.38% | |
| MCD | C | 2.13% | 0.87% | 0.87% | |
| META | B | 3.06% | 3.57% | 3.06% | |
| MS | A | 2.01% | 0.63% | 0.63% | |
| MSFT | C | 5.78% | 7.54% | 5.78% | |
| NEE | D | 1.74% | 0.7% | 0.7% | |
| PLD | D | 0.71% | 0.6% | 0.6% | |
| SO | D | 1.8% | 0.85% | 0.85% | |
| STX | D | 0.85% | 0.75% | 0.75% | |
| TFC | B | 0.71% | 0.62% | 0.62% | |
| UNH | B | 2.42% | 2.19% | 2.19% | |
| WFC | A | 1.0% | 2.27% | 1.0% | |
| XOM | B | 1.59% | 1.78% | 1.59% |
JDIV Underweight 63 Positions Relative to LCDS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | A | -7.95% | |
| AAPL | C | -5.79% | |
| AMZN | A | -4.83% | |
| GOOGL | C | -3.09% | |
| AXP | B | -1.45% | |
| SYK | A | -1.38% | |
| PM | B | -1.35% | |
| TT | B | -1.26% | |
| CMCSA | B | -1.26% | |
| LLY | F | -1.2% | |
| UPS | C | -1.19% | |
| HWM | B | -1.12% | |
| CSX | B | -1.11% | |
| AMP | A | -1.08% | |
| EOG | A | -1.04% | |
| MDLZ | F | -1.01% | |
| MU | D | -1.0% | |
| COP | C | -1.0% | |
| PGR | A | -1.0% | |
| NXPI | F | -0.99% | |
| TSLA | B | -0.98% | |
| REGN | F | -0.95% | |
| NOC | D | -0.91% | |
| MET | C | -0.87% | |
| INTU | A | -0.86% | |
| DHR | F | -0.8% | |
| DD | D | -0.74% | |
| BRK.A | B | -0.72% | |
| APH | B | -0.71% | |
| DOV | A | -0.7% | |
| TMUS | A | -0.67% | |
| DLR | C | -0.67% | |
| FICO | B | -0.67% | |
| MDT | D | -0.66% | |
| PCG | A | -0.66% | |
| AXTA | A | -0.65% | |
| LDOS | C | -0.63% | |
| SQ | B | -0.62% | |
| HLT | A | -0.61% | |
| CI | D | -0.58% | |
| HPE | B | -0.57% | |
| DE | D | -0.55% | |
| CMG | B | -0.54% | |
| SPOT | A | -0.54% | |
| AZO | B | -0.53% | |
| CTSH | A | -0.51% | |
| TJX | A | -0.51% | |
| VRTX | B | -0.48% | |
| PFGC | B | -0.47% | |
| ELAN | C | -0.41% | |
| FCNCA | B | -0.4% | |
| WEX | D | -0.39% | |
| BJ | B | -0.36% | |
| SNPS | C | -0.35% | |
| COST | B | -0.34% | |
| MTG | C | -0.34% | |
| CHD | A | -0.28% | |
| EQIX | B | -0.25% | |
| LRCX | F | -0.24% | |
| MSI | B | -0.2% | |
| SBUX | B | -0.13% | |
| APTV | F | -0.11% | |
| EL | F | -0.1% |
JDIV: Top Represented Industries & Keywords
LCDS: Top Represented Industries & Keywords
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