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
13
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
45
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 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% |
JIRE: Top Represented Industries & Keywords
CVIE: Top Represented Industries & Keywords