JGLO vs. BULZ ETF Comparison

Comparison of JPMorgan Global Select Equity ETF (JGLO) to MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ)

JGLO

JPMorgan Global Select Equity ETF

JGLO Description

The fund invests primarily in equity securities of companies in global developed markets. The fund also may invest in global emerging markets. Global developed markets include Australia, Canada, Israel, Japan, New Zealand, Singapore, the United Kingdom, the United States, most of the countries of Western Europe and Hong Kong; global emerging markets include most of the other countries in the world.

Grade (RS Rating)

Last Trade

$62.93

Average Daily Volume

421,553

Number of Holdings ^*

* may have additional holdings in another (foreign) market

BULZ

MicroSectors FANG & Innovation 3x Leveraged ETN

BULZ Description

BULZ provides daily 3x exposure to an index of FANG and technology companies that meet certain requirements. The fund will consistently comprise eight core components (Alphabet, Amazon, Apple, Facebook, Microsoft, Netflix, NVIDIA, and Tesla) and include seven companies determined through a selection methodology. Eligible securities must be listed on a US exchange, classified in the technology sector, and have a market cap of at least 10 billion USD. Selection will begin with ranking the securities by market cap and selecting the 30 largest companies which will then be sorted by 12-month average daily value traded. The top seven stocks will complete the index along with the eight core components and are then equally weighted. The index is rebalanced monthly and reconstituted quarterly. As a leveraged product with 3x factor that resets daily, BULZ is not a buy-and-hold investment and should not be expected to provide index leverage return greater than a one day period.

Grade (RS Rating)

Last Trade

$163.30

Average Daily Volume

92,622

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	JGLO	BULZ
30 Days	0.05%	8.33%
60 Days	-0.14%	7.81%
90 Days	1.98%	24.02%
12 Months	25.95%	85.21%

9 Overlapping Holdings

Symbol	Grade	Weight in JGLO	Weight in BULZ	Overlap
AAPL	B	2.78%	6.67%	2.78%
AMD	F	0.44%	6.67%	0.44%
AMZN	C	5.7%	6.67%	5.7%
CRM	B	1.41%	6.67%	1.41%
META	D	3.33%	6.67%	3.33%
MSFT	D	6.23%	6.67%	6.23%
MU	D	0.79%	6.67%	0.79%
NVDA	C	6.63%	6.67%	6.63%
TSLA	B	1.09%	6.67%	1.09%

JGLO Overweight 41 Positions Relative to BULZ

Symbol	Grade	Weight
UNH	B	3.36%
MA	B	2.83%
XOM	C	2.34%
OTIS	C	2.34%
BAC	A	1.95%
JNJ	D	1.92%
SO	D	1.78%
YUM	B	1.77%
ROST	C	1.67%
WFC	A	1.41%
ACN	B	1.31%
ABT	B	1.3%
FI	A	1.29%
BKR	C	1.26%
FIS	D	1.23%
TSM	C	1.16%
AON	A	1.15%
MCD	D	1.14%
COP	D	1.1%
HON	B	1.09%
ABBV	D	1.07%
BMY	B	0.97%
PEP	F	0.94%
REGN	F	0.88%
KO	D	0.83%
SCHW	A	0.83%
WDC	C	0.75%
USB	A	0.73%
WELL	C	0.71%
NEE	D	0.61%
DLR	A	0.57%
MCHP	F	0.56%
DEO	F	0.5%
DOW	F	0.49%
DIS	B	0.49%
D	C	0.49%
PLD	D	0.47%
UBER	D	0.43%
MDLZ	F	0.33%
NI	A	0.25%
CMS	C	0.19%

JGLO Underweight 6 Positions Relative to BULZ

Symbol	Grade	Weight
INTC	C	-6.67%
GOOGL	C	-6.67%
QCOM	F	-6.67%
AVGO	D	-6.67%
ADBE	C	-6.67%
NFLX	B	-6.67%