JGRO vs. EFIV ETF Comparison

Comparison of JPMorgan Active Growth ETF (JGRO) to SPDR S&P 500 ESG ETF (EFIV)
JGRO

JPMorgan Active Growth ETF

JGRO Description

JPMorgan Active Growth ETF is an exchange traded fund launched and managed by J.P. Morgan Investment Management Inc. It invests in public equity markets of the United States. It invests directly and through derivatives in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth stocks of large-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund employs proprietary research to create its portfolio. JPMorgan Active Growth ETF was formed on August 8, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$74.78

Average Daily Volume

284,628

Number of Holdings *

9

* may have additional holdings in another (foreign) market
EFIV

SPDR S&P 500 ESG ETF

EFIV Description • Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$54.40

Average Daily Volume

127,245

Number of Holdings *

316

* may have additional holdings in another (foreign) market
Performance
Period JGRO EFIV
30 Days -0.70% -0.40%
60 Days 1.42% 1.19%
90 Days -0.65% 1.76%
12 Months 34.34% 26.34%
6 Overlapping Holdings
Symbol Grade Weight in JGRO Weight in EFIV Overlap
AAPL D 6.37% 9.5% 6.37%
GOOG D 4.56% 2.25% 2.25%
LLY C 4.36% 2.21% 2.21%
MA B 2.6% 1.2% 1.2%
MSFT C 9.46% 9.39% 9.39%
NVDA D 9.55% 8.67% 8.67%
JGRO Overweight 3 Positions Relative to EFIV
Symbol Grade Weight
AMZN C 6.19%
META A 5.33%
AVGO C 3.25%
JGRO Underweight 310 Positions Relative to EFIV
Symbol Grade Weight
GOOGL D -2.69%
TSLA C -1.89%
JPM D -1.75%
UNH C -1.6%
XOM D -1.48%
V B -1.33%
PG C -1.21%
COST C -1.2%
HD B -1.1%
WMT B -1.01%
ABBV C -1.01%
MRK D -0.86%
KO B -0.82%
ADBE D -0.78%
BAC D -0.78%
CRM D -0.73%
AMD F -0.72%
PEP C -0.72%
CVX D -0.71%
LIN B -0.66%
ACN C -0.65%
MCD C -0.62%
ABT C -0.6%
CSCO B -0.59%
QCOM D -0.55%
GE B -0.55%
DHR B -0.53%
AMGN B -0.52%
NEE B -0.51%
PFE C -0.49%
SPGI B -0.49%
CAT C -0.49%
DIS D -0.48%
CMCSA D -0.46%
T B -0.46%
UNP B -0.45%
AMAT D -0.45%
GS D -0.45%
LOW B -0.43%
AXP B -0.43%
UBER C -0.42%
TJX C -0.39%
ELV C -0.38%
REGN C -0.37%
SYK C -0.37%
BLK A -0.37%
PLD C -0.36%
MS D -0.36%
ETN C -0.36%
BSX B -0.36%
CB B -0.35%
MDT C -0.35%
MMC C -0.34%
ADP B -0.34%
AMT C -0.33%
SBUX C -0.33%
C D -0.32%
GILD B -0.31%
TMUS C -0.31%
DE B -0.3%
CI C -0.3%
MU F -0.29%
LRCX F -0.29%
BMY C -0.29%
KLAC D -0.29%
MDLZ B -0.29%
UPS D -0.28%
NKE D -0.28%
SCHW D -0.27%
ICE B -0.27%
CL C -0.26%
ZTS B -0.26%
SHW B -0.26%
EQIX B -0.25%
TT B -0.24%
INTC F -0.24%
WM D -0.23%
WELL B -0.23%
CMG C -0.23%
CME C -0.23%
PYPL B -0.22%
PH B -0.22%
MCO A -0.22%
AON B -0.22%
PNC B -0.21%
CTAS C -0.21%
CVS D -0.21%
ITW B -0.2%
BDX F -0.2%
USB B -0.2%
TGT C -0.2%
CARR B -0.19%
ECL B -0.19%
AJG C -0.19%
CSX D -0.19%
FCX D -0.18%
NEM B -0.18%
APD B -0.18%
DHI B -0.17%
AFL B -0.17%
MPC D -0.17%
MAR C -0.17%
SLB F -0.17%
PSA B -0.17%
NSC C -0.17%
EMR D -0.17%
COF C -0.16%
GM B -0.16%
OKE B -0.16%
TRV B -0.16%
PSX D -0.16%
HLT B -0.16%
WMB B -0.16%
ADSK B -0.16%
TFC D -0.16%
PCAR D -0.15%
ROST C -0.15%
SRE B -0.15%
BK A -0.15%
DLR B -0.15%
MET A -0.14%
FIS B -0.14%
JCI B -0.14%
URI B -0.14%
AIG D -0.14%
ALL A -0.14%
PAYX C -0.13%
AMP B -0.13%
TEL D -0.13%
GWW B -0.13%
MSCI C -0.13%
VLO D -0.13%
PWR B -0.12%
HUM F -0.12%
RCL B -0.12%
CNC C -0.12%
A C -0.12%
EXC B -0.12%
KMI A -0.12%
CMI C -0.12%
EW F -0.12%
IDXX C -0.12%
GIS B -0.12%
PRU C -0.12%
ACGL B -0.12%
PEG B -0.12%
RSG D -0.12%
ED C -0.11%
CBRE A -0.11%
IR C -0.11%
RMD C -0.11%
KR B -0.11%
OTIS D -0.11%
EXR B -0.11%
YUM D -0.11%
SYY D -0.11%
AME C -0.11%
KDP A -0.11%
VRSK D -0.11%
CTVA B -0.11%
EIX C -0.1%
EBAY B -0.1%
TRGP B -0.1%
AVB B -0.1%
BKR D -0.1%
IRM B -0.1%
OXY F -0.1%
HIG A -0.1%
HES D -0.1%
DOW D -0.1%
EA D -0.1%
BIIB F -0.09%
PPG C -0.09%
HSY C -0.09%
WTW B -0.09%
WAB A -0.09%
ON D -0.09%
TSCO C -0.09%
NDAQ B -0.09%
ROK D -0.09%
LULU D -0.09%
FANG D -0.09%
ADM D -0.09%
MTD D -0.09%
CSGP D -0.09%
XYL D -0.09%
DFS C -0.09%
FTV C -0.08%
SBAC C -0.08%
DOV B -0.08%
VTR C -0.08%
IFF B -0.08%
ETR A -0.08%
EQR B -0.08%
AXON B -0.08%
CAH C -0.08%
MTB B -0.08%
FITB B -0.08%
KHC C -0.08%
PHM B -0.08%
GPN D -0.08%
DAL C -0.08%
AWK A -0.08%
HPQ D -0.08%
CPAY B -0.07%
WY C -0.07%
SW B -0.07%
MRNA F -0.07%
TROW D -0.07%
ES C -0.07%
TTWO D -0.07%
LYB F -0.07%
DECK C -0.07%
STT A -0.07%
HAL F -0.07%
BR D -0.07%
DVN F -0.07%
WAT C -0.06%
SYF C -0.06%
HOLX B -0.06%
BBY B -0.06%
ARE B -0.06%
GPC D -0.06%
OMC A -0.06%
EL F -0.06%
EQT D -0.06%
BAX C -0.06%
RF B -0.06%
BALL C -0.06%
WDC D -0.06%
HBAN B -0.06%
MKC B -0.06%
HUBB B -0.06%
K A -0.06%
ZBH F -0.06%
RJF C -0.06%
HPE D -0.06%
CBOE C -0.06%
AMCR C -0.05%
KIM B -0.05%
DOC C -0.05%
DGX B -0.05%
EG B -0.05%
CCL C -0.05%
EXPE C -0.05%
AVY D -0.05%
FDS C -0.05%
MAS B -0.05%
TSN C -0.05%
PFG B -0.05%
NTRS B -0.05%
ULTA D -0.05%
CFG D -0.05%
APTV D -0.05%
KMX D -0.04%
HST D -0.04%
ALLE B -0.04%
SJM C -0.04%
REG C -0.04%
JKHY B -0.04%
JBHT D -0.04%
POOL C -0.04%
UDR B -0.04%
CF B -0.04%
LVS D -0.04%
AKAM D -0.04%
IEX D -0.04%
SWK B -0.04%
KEY B -0.04%
CAG B -0.04%
PNR B -0.04%
FRT C -0.03%
GL C -0.03%
HAS B -0.03%
DAY D -0.03%
HRL C -0.03%
LW D -0.03%
TPR C -0.03%
MGM D -0.03%
NWSA D -0.03%
CPB B -0.03%
CRL D -0.03%
TAP C -0.03%
AIZ B -0.03%
MKTX C -0.03%
ALB F -0.03%
LKQ D -0.03%
INCY C -0.03%
TFX C -0.03%
BXP B -0.03%
IPG C -0.03%
CHRW B -0.03%
BEN F -0.02%
BBWI F -0.02%
ETSY F -0.02%
WBA F -0.02%
BIO C -0.02%
AAL D -0.02%
IVZ C -0.02%
WYNN D -0.02%
RL B -0.02%
BWA D -0.02%
MHK B -0.02%
FMC C -0.02%
CZR C -0.02%
NCLH C -0.02%
MOS F -0.02%
DVA B -0.02%
NWS D -0.01%
PARA F -0.01%
Compare ETFs