JFWD vs. EQUL ETF Comparison
Comparison of Jacob Funds Inc. Jacob Forward ETF (JFWD) to IQ Engender Equality ETF (EQUL)
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
$9.95
Average Daily Volume
1,234
Number of Holdings
*
35
* may have additional holdings in another (foreign) market
EQUL
IQ Engender Equality ETF
EQUL Description
The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.Grade (RS Rating)
Last Trade
$24.71
Average Daily Volume
316
Number of Holdings
*
74
* may have additional holdings in another (foreign) market
Performance
Period | JFWD | EQUL |
---|---|---|
30 Days | -1.79% | -0.10% |
60 Days | -0.59% | -0.82% |
90 Days | -7.47% | -1.76% |
12 Months | 11.77% | 11.52% |
1 Overlapping Holdings
Symbol | Grade | Weight in JFWD | Weight in EQUL | Overlap | |
---|---|---|---|---|---|
Z | C | 3.44% | 1.32% | 1.32% |
JFWD Overweight 34 Positions Relative to EQUL
Symbol | Grade | Weight | |
---|---|---|---|
HROW | B | 7.27% | |
ESPR | C | 5.29% | |
DKNG | F | 5.18% | |
CDNA | B | 4.91% | |
ATEC | D | 4.82% | |
INSE | D | 4.76% | |
MDB | D | 4.72% | |
DOCS | B | 4.39% | |
OPRX | F | 4.11% | |
NET | B | 4.04% | |
SQ | C | 3.94% | |
TELA | F | 3.93% | |
HRTX | D | 3.9% | |
PRCH | F | 3.23% | |
KRYS | B | 2.92% | |
CFLT | C | 2.82% | |
BRZE | D | 2.23% | |
IMMR | B | 2.22% | |
INVE | F | 2.18% | |
PHR | F | 1.85% | |
CDXS | D | 1.55% | |
ATHM | D | 1.49% | |
IDYA | F | 1.31% | |
SOFI | F | 1.3% | |
APPS | F | 1.13% | |
PI | C | 1.1% | |
HUYA | C | 1.04% | |
MOMO | B | 1.01% | |
CELC | B | 0.96% | |
ARCT | F | 0.76% | |
FLUT | C | 0.75% | |
BEAM | D | 0.75% | |
APLS | F | 0.75% | |
CRSP | F | 0.73% |
JFWD Underweight 73 Positions Relative to EQUL
Symbol | Grade | Weight | |
---|---|---|---|
PINS | B | -1.74% | |
TYL | A | -1.6% | |
BSX | B | -1.57% | |
IFF | B | -1.56% | |
ESS | B | -1.55% | |
WELL | A | -1.53% | |
OGN | C | -1.52% | |
GM | B | -1.51% | |
BAC | B | -1.5% | |
AWK | B | -1.49% | |
BK | B | -1.48% | |
HAS | D | -1.47% | |
MCO | A | -1.47% | |
XYL | D | -1.45% | |
META | A | -1.45% | |
K | D | -1.45% | |
KO | A | -1.44% | |
MRK | C | -1.44% | |
C | B | -1.44% | |
SYF | B | -1.43% | |
ECL | B | -1.43% | |
SPGI | B | -1.43% | |
HLT | B | -1.42% | |
BIIB | C | -1.41% | |
INTU | A | -1.41% | |
AXP | C | -1.41% | |
EIX | C | -1.41% | |
VZ | B | -1.4% | |
PRU | B | -1.4% | |
PG | C | -1.39% | |
CMI | D | -1.38% | |
ZTS | C | -1.38% | |
F | B | -1.37% | |
EBAY | B | -1.37% | |
PEP | D | -1.36% | |
WFC | C | -1.35% | |
SCI | C | -1.34% | |
MAR | C | -1.34% | |
HUBS | C | -1.32% | |
BLK | B | -1.32% | |
MET | D | -1.32% | |
WTW | B | -1.31% | |
YUM | D | -1.31% | |
IVZ | D | -1.3% | |
GIS | D | -1.29% | |
ADSK | B | -1.29% | |
MDLZ | D | -1.27% | |
DOW | D | -1.26% | |
MA | C | -1.26% | |
VFC | D | -1.26% | |
EXPE | C | -1.26% | |
MCD | F | -1.25% | |
UBER | B | -1.25% | |
PYPL | D | -1.25% | |
PARA | C | -1.24% | |
JNJ | F | -1.24% | |
CLX | D | -1.23% | |
AFRM | F | -1.22% | |
TGT | D | -1.21% | |
IPG | F | -1.21% | |
SJM | D | -1.2% | |
M | C | -1.19% | |
ETSY | F | -1.19% | |
CRM | C | -1.16% | |
DASH | C | -1.14% | |
WDAY | D | -1.12% | |
ILMN | D | -1.12% | |
COTY | F | -1.1% | |
ACN | D | -1.09% | |
BMY | F | -1.07% | |
LYFT | F | -1.05% | |
WEX | D | -1.01% | |
WBA | F | -0.79% |
JFWD: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Gambling
Diagnostics & Research
Drug Manufacturers - Specialty & Generic
Health Information Services
Internet Content & Information
Computer Systems
Credit Services
Electronic Components
Health Information Services
Media - Diversified
Medical Devices
Medical Instruments & Supplies
Real Estate Services
Software - Infrastructure
EQUL: Top Represented Industries & Keywords
Industries:
Software - Application
Credit Services
Drug Manufacturers - Major
Asset Management
Banks - Global
Household & Personal Products
Packaged Foods
Auto Manufacturers
Beverages - Soft Drinks
Capital Markets
Diversified Industrials
Information Technology Services
Insurance - Life
Internet Content & Information
Leisure
Lodging
Restaurants
Specialty Chemicals
Specialty Retail
Advertising Agencies
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Payment Processing
Bank
Department Store
Insurance
Payment Systems
Banking
Credit Card
E-Commerce
Financial Products
Grocery Store
Investment Bank
Investment Management
Pharmaceutical Products
Software As A Service
Transport
Advisory Services
Animal Health