JIRE vs. VSGX ETF Comparison

Comparison of JPMorgan International Research Enhanced Equity ETF (JIRE) to Vanguard ESG International Stock ETF (VSGX)

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 ^*

* may have additional holdings in another (foreign) market

VSGX

Vanguard ESG International Stock ETF

VSGX Description

The investment seeks to track the performance of the FTSE Global All Cap ex US Choice Index. The fund invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics. The index, which is market-capitalization weighted, is composed of large-, mid-, and small-cap stocks of companies in developed and emerging markets, excluding the United States, and is screened for certain environmental, social, and corporate governance (ESG) criteria by the index sponsor, which is independent of Vanguard.

Grade (RS Rating)

Last Trade

$58.08

Average Daily Volume

138,791

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	JIRE	VSGX
30 Days	-3.28%	-2.26%
60 Days	-6.87%	-3.87%
90 Days	-7.45%	-3.64%
12 Months	10.38%	13.98%

10 Overlapping Holdings

Symbol	Grade	Weight in JIRE	Weight in VSGX	Overlap
BCS	C	0.9%	0.18%	0.18%
HMC	F	0.08%	0.2%	0.08%
LYG	F	0.71%	0.2%	0.2%
MUFG	B	0.45%	0.46%	0.45%
NVS	D	1.12%	0.94%	0.94%
SMFG	B	1.07%	0.32%	0.32%
SONY	B	0.98%	0.47%	0.47%
STLA	F	0.59%	0.11%	0.11%
TM	D	1.26%	0.85%	0.85%
UL	D	0.64%	0.64%	0.64%

JIRE Overweight 3 Positions Relative to VSGX

Symbol	Grade	Weight
HSBH	B	0.92%
DEO	F	0.34%
SE	B	0.31%

JIRE Underweight 87 Positions Relative to VSGX

Symbol	Grade	Weight
BABA	D	-0.9%
HDB	C	-0.46%
TD	F	-0.45%
SHOP	B	-0.39%
PDD	F	-0.38%
CNI	D	-0.26%
IBN	C	-0.23%
MFG	B	-0.21%
WCN	A	-0.18%
TCOM	B	-0.13%
SW	A	-0.1%
UMC	F	-0.08%
SHG	D	-0.08%
KB	B	-0.08%
YUMC	C	-0.07%
LI	F	-0.06%
LOGI	D	-0.06%
CHT	D	-0.06%
RBA	A	-0.06%
NMR	B	-0.06%
XRX	F	-0.06%
BEKE	D	-0.05%
BGNE	D	-0.05%
WIT	A	-0.04%
OTEX	D	-0.04%
QGEN	D	-0.04%
YMM	C	-0.03%
BILI	D	-0.03%
ASAI	F	-0.03%
WFG	D	-0.03%
XPEV	C	-0.03%
NIO	F	-0.03%
PRMW	C	-0.02%
MBAVU	D	-0.02%
GGB	C	-0.02%
TAL	F	-0.02%
BCH	F	-0.02%
VIPS	F	-0.02%
BZ	F	-0.02%
ATAT	C	-0.01%
TRMD	F	-0.01%
SQM	F	-0.01%
GOGL	F	-0.01%
ATHM	D	-0.01%
DOOO	F	-0.01%
HAFN	D	-0.01%
GDS	C	-0.01%
LSPD	C	-0.01%
LPL	F	-0.01%
CAR	C	-0.01%
LIF	D	-0.01%
BRFS	D	-0.01%
FRO	F	-0.01%
JEWL	F	-0.0%
BAOS	F	-0.0%
GCBC	C	-0.0%
CALX	D	-0.0%
DAO	B	-0.0%
SLDB	F	-0.0%
VGR	D	-0.0%
DADA	F	-0.0%
CAN	C	-0.0%
AUDC	D	-0.0%
VMAR	F	-0.0%
IONR	D	-0.0%
AZUL	F	-0.0%
CHGX	A	-0.0%
SOHU	F	-0.0%
RENB	F	-0.0%
DDL	C	-0.0%
SSBI	F	-0.0%
VNET	B	-0.0%
GOTU	F	-0.0%
ELBM	F	-0.0%
EH	F	-0.0%
IMOS	F	-0.0%
FLNG	B	-0.0%
MNTX	C	-0.0%
CSIQ	F	-0.0%
CIB	B	-0.0%
DQ	F	-0.0%
FINV	B	-0.0%
PIXY	F	-0.0%
SPNS	F	-0.0%
JKS	F	-0.0%
YY	C	-0.0%
MOMO	D	-0.0%