JDIV vs. QUAL ETF Comparison
Comparison of JPMorgan Dividend Leaders ETF (JDIV) to iShares MSCI USA Quality Factor ETF (QUAL)
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
QUAL
iShares MSCI USA Quality Factor ETF
QUAL Description
The investment seeks to track the investment results of an index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics. The fund seeks to track the investment results of the MSCI USA Quality Index (the "underlying index"), which is based on a traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks. It generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$182.75
Average Daily Volume
893,947
123
Performance
| Period | JDIV | QUAL |
|---|---|---|
| 30 Days | -1.91% | 1.61% |
| 60 Days | 2.39% | |
| 90 Days | 3.34% | |
| 12 Months | 30.86% |
10 Overlapping Holdings
JDIV Overweight 30 Positions Relative to QUAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIS | C | 2.53% | |
| OTIS | C | 2.4% | |
| MCD | D | 2.2% | |
| MS | A | 2.12% | |
| ABT | B | 1.94% | |
| YUM | B | 1.91% | |
| SO | D | 1.84% | |
| BAC | A | 1.81% | |
| NEE | D | 1.8% | |
| AVGO | D | 1.76% | |
| ABBV | D | 1.65% | |
| XOM | B | 1.41% | |
| HON | B | 1.35% | |
| WELL | A | 1.31% | |
| CVX | A | 1.3% | |
| LOW | D | 1.28% | |
| ROST | C | 1.26% | |
| MCHP | D | 1.17% | |
| BKR | B | 1.13% | |
| TSM | B | 1.13% | |
| CRM | B | 1.13% | |
| WFC | A | 1.06% | |
| TFC | A | 1.05% | |
| ADI | D | 0.96% | |
| STX | D | 0.81% | |
| BMY | B | 0.76% | |
| DOW | F | 0.75% | |
| MRK | F | 0.74% | |
| D | C | 0.67% | |
| CMS | C | 0.44% |
JDIV Underweight 113 Positions Relative to QUAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -6.93% | |
| AAPL | C | -5.44% | |
| V | A | -4.5% | |
| LLY | F | -3.42% | |
| COST | B | -2.55% | |
| TJX | A | -2.03% | |
| GOOGL | C | -1.77% | |
| ADBE | C | -1.76% | |
| NFLX | A | -1.76% | |
| ADP | B | -1.75% | |
| CSCO | B | -1.74% | |
| COP | C | -1.73% | |
| GOOG | C | -1.55% | |
| NKE | D | -1.41% | |
| CAT | B | -1.4% | |
| TXN | C | -1.34% | |
| CMG | B | -1.26% | |
| AMAT | F | -1.17% | |
| QCOM | F | -1.15% | |
| PEP | F | -1.1% | |
| LMT | D | -1.08% | |
| BLK | C | -0.99% | |
| SRE | A | -0.93% | |
| SLB | C | -0.89% | |
| KLAC | D | -0.77% | |
| MMC | B | -0.74% | |
| ANET | C | -0.73% | |
| ITW | B | -0.73% | |
| LRCX | F | -0.73% | |
| DHI | D | -0.7% | |
| PEG | A | -0.69% | |
| LULU | C | -0.66% | |
| VRTX | F | -0.62% | |
| CTAS | B | -0.6% | |
| GWW | B | -0.59% | |
| CDNS | B | -0.58% | |
| TPL | A | -0.58% | |
| SHW | A | -0.57% | |
| PSA | D | -0.55% | |
| MCO | B | -0.53% | |
| NVR | D | -0.52% | |
| SNPS | B | -0.51% | |
| ZTS | D | -0.51% | |
| ED | D | -0.5% | |
| APH | A | -0.5% | |
| MMM | D | -0.5% | |
| PAYX | C | -0.49% | |
| DECK | A | -0.49% | |
| GRMN | B | -0.48% | |
| TSCO | D | -0.43% | |
| PHM | D | -0.43% | |
| AFL | B | -0.42% | |
| FAST | B | -0.42% | |
| ATO | A | -0.4% | |
| APD | A | -0.35% | |
| CBRE | B | -0.35% | |
| ODFL | B | -0.34% | |
| AMP | A | -0.33% | |
| ULTA | F | -0.31% | |
| IDXX | F | -0.3% | |
| WSM | B | -0.29% | |
| BBY | D | -0.29% | |
| FERG | B | -0.28% | |
| ACGL | D | -0.26% | |
| CSGP | D | -0.26% | |
| AVB | B | -0.24% | |
| EW | C | -0.24% | |
| ROK | B | -0.22% | |
| POOL | C | -0.22% | |
| EQT | B | -0.22% | |
| VLTO | D | -0.21% | |
| MNST | C | -0.21% | |
| NTAP | C | -0.21% | |
| MANH | D | -0.2% | |
| EA | A | -0.2% | |
| A | D | -0.2% | |
| APA | D | -0.19% | |
| TROW | B | -0.19% | |
| MPWR | F | -0.18% | |
| EQR | B | -0.18% | |
| EME | C | -0.17% | |
| RMD | C | -0.17% | |
| LPLA | A | -0.17% | |
| VEEV | C | -0.16% | |
| PPG | F | -0.15% | |
| HSY | F | -0.15% | |
| KEYS | A | -0.15% | |
| CBOE | B | -0.14% | |
| WAT | B | -0.13% | |
| ROL | B | -0.12% | |
| WSO | A | -0.12% | |
| WST | C | -0.12% | |
| FDS | B | -0.12% | |
| EXPD | D | -0.12% | |
| GGG | B | -0.11% | |
| OMC | C | -0.1% | |
| PKG | A | -0.1% | |
| ERIE | D | -0.09% | |
| RS | B | -0.09% | |
| MOH | F | -0.09% | |
| JKHY | D | -0.09% | |
| AVY | D | -0.08% | |
| PAYC | B | -0.08% | |
| UTHR | C | -0.08% | |
| SEIC | B | -0.07% | |
| MKTX | D | -0.07% | |
| ENPH | F | -0.06% | |
| SMCI | F | -0.06% | |
| AOS | F | -0.06% | |
| AFG | A | -0.06% | |
| SOLV | C | -0.05% | |
| IPG | D | -0.05% | |
| WBA | F | -0.03% |
JDIV: Top Represented Industries & Keywords
QUAL: Top Represented Industries & Keywords
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