JIRE vs. CARZ ETF Comparison

Comparison of JPMorgan International Research Enhanced Equity ETF (JIRE) to First Trust NASDAQ Global Auto Index Fund (CARZ)
JIRE

JPMorgan International Research Enhanced Equity ETF

JIRE Description

Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It seeks to outperform the MSCI EAFE Index over time while maintaining similar risk characteristics, including sector and geographic risks. In implementing its strategy, the fund primarily invests in securities included within the universe of the index. In addition, it may also invest in securities not included within the index. The fund only invests in the securities of companies located in developed markets.

Grade (RS Rating)

Last Trade

$61.00

Average Daily Volume

293,253

Number of Holdings *

13

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

First Trust NASDAQ Global Auto Index Fund

CARZ Description The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ OMX Global Auto Index(SM). The index is owned and was developed by The NASDAQ OMX Group, Inc. (the "Index Provider"). The index Provider has contracted with Standard & Poor's to calculate and maintain the index. The index is designed to track the performance of the largest and most liquid companies engaged in manufacturing of automobiles. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.95

Average Daily Volume

2,228

Number of Holdings *

52

* may have additional holdings in another (foreign) market
Performance
Period JIRE CARZ
30 Days -3.28% 0.92%
60 Days -6.87% 3.59%
90 Days -7.45% 2.65%
12 Months 10.38% 11.11%
3 Overlapping Holdings
Symbol Grade Weight in JIRE Weight in CARZ Overlap
HMC F 0.08% 0.58% 0.08%
STLA F 0.59% 0.51% 0.51%
TM D 1.26% 2.73% 1.26%
JIRE Overweight 10 Positions Relative to CARZ
Symbol Grade Weight
NVS D 1.12%
SMFG B 1.07%
SONY B 0.98%
HSBH B 0.92%
BCS C 0.9%
LYG F 0.71%
UL D 0.64%
MUFG B 0.45%
DEO F 0.34%
SE B 0.31%
JIRE Underweight 49 Positions Relative to CARZ
Symbol Grade Weight
TSLA B -5.97%
NVDA C -4.98%
GOOGL C -4.96%
MSFT F -4.7%
TSM B -4.64%
AAPL C -4.56%
AMD F -3.87%
TXN C -3.23%
QCOM F -3.14%
MU D -1.88%
INTC D -1.84%
ADI D -1.81%
MRVL B -1.33%
GM B -1.11%
PCAR B -1.02%
NXPI D -0.98%
CMI A -0.84%
F C -0.74%
RMBS C -0.64%
INDI C -0.62%
MCHP D -0.59%
SITM B -0.57%
MXL C -0.56%
SYNA C -0.53%
AMBA B -0.51%
XPEV C -0.51%
PLUG F -0.51%
RIVN F -0.51%
LSCC D -0.5%
BWA D -0.5%
ALB C -0.5%
ON D -0.49%
ALGM D -0.49%
STM F -0.48%
SLAB D -0.48%
AUR C -0.48%
ST F -0.47%
LEA D -0.46%
SQM F -0.44%
SWKS F -0.44%
CRUS D -0.43%
CHPT F -0.43%
BIDU F -0.42%
PSNY F -0.42%
LI F -0.42%
APTV D -0.39%
NIO F -0.36%
QRVO F -0.33%
LCID F -0.32%
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