JIRE vs. CVIE ETF Comparison

Comparison of JPMorgan International Research Enhanced Equity ETF (JIRE) to Calvert International Responsible Index ETF (CVIE)
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

$63.27

Average Daily Volume

259,466

Number of Holdings *

13

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

Calvert International Responsible Index ETF

CVIE Description Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies in developed markets, excluding the U.S., that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$57.72

Average Daily Volume

11,003

Number of Holdings *

45

* may have additional holdings in another (foreign) market
Performance
Period JIRE CVIE
30 Days -3.71% -2.86%
60 Days -4.31% -2.93%
90 Days 0.56% 2.36%
12 Months 22.10% 23.96%
11 Overlapping Holdings
Symbol Grade Weight in JIRE Weight in CVIE Overlap
DEO C 0.36% 0.44% 0.36%
HSBH C 0.82% 0.83% 0.82%
LYG A 0.75% 0.28% 0.28%
MUFG C 0.39% 0.6% 0.39%
NVS D 1.19% 1.05% 1.05%
SE A 0.27% 0.14% 0.14%
SMFG D 0.94% 0.45% 0.45%
SONY F 0.92% 0.63% 0.63%
STLA F 0.54% 0.11% 0.11%
TM F 1.17% 1.05% 1.05%
UL D 0.66% 0.8% 0.66%
JIRE Overweight 2 Positions Relative to CVIE
Symbol Grade Weight
BCS B 0.79%
HMC F 0.09%
JIRE Underweight 34 Positions Relative to CVIE
Symbol Grade Weight
SHOP C -0.58%
TD F -0.51%
ABBV D -0.47%
CNI F -0.45%
CB A -0.45%
WCN D -0.31%
NXPI D -0.29%
MFG C -0.27%
SPOT A -0.24%
ICLR F -0.18%
CHKP B -0.16%
KB B -0.14%
UMC F -0.14%
CCEP D -0.13%
NMR F -0.12%
SHG D -0.11%
GRMN D -0.11%
CYBR C -0.1%
AGCO C -0.1%
RBA A -0.09%
FLEX B -0.09%
NICE D -0.08%
AER B -0.08%
MNDY B -0.08%
CHT D -0.07%
ONON C -0.06%
WIX C -0.06%
BNTX C -0.05%
LOGI F -0.05%
QGEN F -0.05%
XRX D -0.05%
WFG C -0.05%
OTEX C -0.04%
GRAB A -0.03%
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