JFWD vs. BTEC ETF Comparison
Comparison of Jacob Funds Inc. Jacob Forward ETF (JFWD) to Principal Healthcare Innovators Index ETF (BTEC)
JFWD
Jacob Funds Inc. Jacob Forward ETF
JFWD Description
The Jacob Forward ETF is an exchange-traded fund incorporated in the US. This fund seeks long-term growth of capital. The Fund seeks to achieve its investment objective by investing in common stocks and other equity securities of companies of all sizes. The Fund may have significant exposure to the information technology sector.
Grade (RS Rating)
Last Trade
$10.66
Average Daily Volume
536
Number of Holdings
*
34
* may have additional holdings in another (foreign) market
BTEC
Principal Healthcare Innovators Index ETF
BTEC Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq Healthcare Innovators Index (the "index"). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities in the Nasdaq US Benchmark Index (including growth and value stock) that are small and medium capitalization U.S. healthcare companies.Grade (RS Rating)
Last Trade
$39.49
Average Daily Volume
10,388
Number of Holdings
*
1
* may have additional holdings in another (foreign) market
Performance
Period | JFWD | BTEC |
---|---|---|
30 Days | -0.02% | 8.04% |
60 Days | 9.66% | 9.79% |
90 Days | 8.24% | 8.22% |
12 Months | 46.09% | 11.05% |
0 Overlapping Holdings
Symbol | Grade | Weight in JFWD | Weight in BTEC | Overlap |
---|
JFWD Overweight 34 Positions Relative to BTEC
Symbol | Grade | Weight | |
---|---|---|---|
HROW | B | 9.21% | |
CDNA | B | 6.94% | |
DKNG | D | 5.34% | |
Z | C | 5.06% | |
INSE | C | 4.97% | |
MDB | F | 4.71% | |
DOCS | A | 4.65% | |
AIOT | D | 4.43% | |
HRTX | F | 4.2% | |
SQ | D | 4.0% | |
ESPR | F | 3.49% | |
NET | D | 3.35% | |
PRCH | F | 3.17% | |
OPRX | F | 2.98% | |
KRYS | D | 2.71% | |
ATEC | F | 2.59% | |
PHR | F | 2.37% | |
BRZE | F | 2.15% | |
CDXS | D | 2.12% | |
CFLT | F | 2.05% | |
TELA | F | 2.01% | |
APPS | F | 1.67% | |
SOFI | C | 1.44% | |
FLUT | C | 1.31% | |
IMMR | D | 1.3% | |
ATHM | A | 1.25% | |
HUYA | B | 1.24% | |
IDYA | F | 1.09% | |
BEAM | F | 0.97% | |
ARCT | D | 0.85% | |
CELC | F | 0.85% | |
PI | B | 0.76% | |
CRSP | F | 0.74% | |
INVE | F | 0.73% |
JFWD Underweight 1 Positions Relative to BTEC
Symbol | Grade | Weight | |
---|---|---|---|
SCLX | F | -0.09% |
JFWD: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Gambling
Diagnostics & Research
Drug Manufacturers - Specialty & Generic
Health Information Services
Communication Equipment
Computer Systems
Credit Services
Electronic Components
Health Information Services
Internet Content & Information
Media - Diversified
Medical Devices
Medical Instruments & Supplies
Real Estate Services
Software - Infrastructure
BTEC: Top Represented Industries & Keywords