JPEF vs. IYJ ETF Comparison
Comparison of JPMorgan Equity Focus ETF (JPEF) to iShares U.S. Industrials ETF (IYJ)
JPEF
JPMorgan Equity Focus ETF
JPEF Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.
Grade (RS Rating)
Last Trade
$68.54
Average Daily Volume
86,271
Number of Holdings
*
40
* may have additional holdings in another (foreign) market
IYJ
iShares U.S. Industrials ETF
IYJ Description
The investment seeks to track the investment results of an index composed of U.S. equities in the industrials sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Industrials Index (the "underlying index"), which measures the performance of the industrials sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$139.70
Average Daily Volume
39,321
Number of Holdings
*
190
* may have additional holdings in another (foreign) market
Performance
| Period | JPEF | IYJ |
|---|---|---|
| 30 Days | 2.93% | 2.60% |
| 60 Days | 6.71% | 7.98% |
| 90 Days | 8.12% | 11.50% |
| 12 Months | 38.05% | 35.23% |
JPEF Overweight 32 Positions Relative to IYJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | A | 6.36% | |
| MSFT | C | 6.24% | |
| AMZN | A | 5.81% | |
| META | B | 4.52% | |
| AAPL | C | 3.44% | |
| KMI | B | 3.43% | |
| AVGO | C | 3.01% | |
| BRK.A | B | 2.99% | |
| MTB | A | 2.91% | |
| L | A | 2.81% | |
| EOG | A | 2.72% | |
| BAC | A | 2.51% | |
| PG | C | 2.36% | |
| MS | A | 2.3% | |
| MCD | C | 2.2% | |
| UNH | B | 2.19% | |
| PANW | B | 2.12% | |
| PSA | D | 2.11% | |
| GOOG | C | 2.09% | |
| HD | B | 1.99% | |
| NEE | D | 1.96% | |
| INTU | A | 1.87% | |
| ADI | D | 1.83% | |
| REG | A | 1.79% | |
| LLY | F | 1.66% | |
| REGN | F | 1.62% | |
| ISRG | A | 1.55% | |
| BKNG | A | 1.45% | |
| TMO | F | 1.28% | |
| TJX | A | 1.18% | |
| EL | F | 0.92% | |
| LRCX | F | 0.44% |
JPEF Underweight 182 Positions Relative to IYJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| V | A | -6.85% | |
| ACN | B | -3.15% | |
| GE | D | -2.84% | |
| CAT | B | -2.72% | |
| RTX | D | -2.32% | |
| AXP | B | -2.28% | |
| UNP | D | -2.08% | |
| ETN | B | -2.07% | |
| ADP | A | -1.77% | |
| FI | A | -1.71% | |
| LMT | D | -1.7% | |
| BA | F | -1.47% | |
| DE | D | -1.4% | |
| UPS | C | -1.36% | |
| GEV | B | -1.31% | |
| SHW | A | -1.28% | |
| PH | A | -1.26% | |
| PYPL | A | -1.2% | |
| GD | C | -1.19% | |
| ITW | B | -1.14% | |
| CTAS | B | -1.1% | |
| MMM | C | -1.05% | |
| TDG | D | -1.04% | |
| EMR | A | -1.03% | |
| NOC | D | -1.03% | |
| CSX | B | -0.99% | |
| CRH | B | -0.98% | |
| FDX | B | -0.92% | |
| CARR | C | -0.91% | |
| NSC | B | -0.87% | |
| PCAR | B | -0.83% | |
| URI | B | -0.82% | |
| JCI | A | -0.8% | |
| FICO | B | -0.78% | |
| GWW | B | -0.74% | |
| LHX | B | -0.7% | |
| FIS | B | -0.7% | |
| CMI | A | -0.69% | |
| PAYX | B | -0.67% | |
| HWM | B | -0.65% | |
| ODFL | B | -0.63% | |
| AME | A | -0.62% | |
| AXON | B | -0.61% | |
| FERG | B | -0.59% | |
| IR | A | -0.58% | |
| SQ | B | -0.58% | |
| OTIS | D | -0.57% | |
| VRSK | A | -0.57% | |
| VMC | B | -0.55% | |
| WAB | B | -0.5% | |
| DD | D | -0.5% | |
| EFX | F | -0.47% | |
| DOW | F | -0.46% | |
| ROK | B | -0.44% | |
| XYL | F | -0.42% | |
| KEYS | C | -0.41% | |
| PPG | F | -0.41% | |
| GPN | B | -0.4% | |
| MTD | F | -0.39% | |
| DOV | A | -0.39% | |
| SW | B | -0.38% | |
| VLTO | D | -0.37% | |
| FTV | C | -0.37% | |
| SYF | B | -0.36% | |
| CPAY | A | -0.35% | |
| HUBB | C | -0.35% | |
| EME | B | -0.34% | |
| BAH | C | -0.33% | |
| TDY | B | -0.32% | |
| BLDR | C | -0.3% | |
| LII | B | -0.29% | |
| ZBRA | B | -0.29% | |
| TRU | D | -0.29% | |
| CSL | B | -0.29% | |
| J | D | -0.26% | |
| WSO | B | -0.26% | |
| BALL | D | -0.26% | |
| SNA | A | -0.26% | |
| XPO | B | -0.25% | |
| TRMB | B | -0.25% | |
| MAS | D | -0.25% | |
| EXPD | C | -0.24% | |
| RPM | A | -0.24% | |
| PNR | A | -0.24% | |
| IEX | B | -0.24% | |
| FIX | B | -0.23% | |
| TXT | D | -0.23% | |
| OC | A | -0.23% | |
| HEI | A | -0.23% | |
| CW | C | -0.21% | |
| GGG | B | -0.21% | |
| AMCR | D | -0.21% | |
| NDSN | B | -0.21% | |
| ACM | B | -0.21% | |
| SWK | F | -0.2% | |
| SAIA | B | -0.2% | |
| TTEK | F | -0.18% | |
| ITT | A | -0.18% | |
| ALLE | D | -0.18% | |
| CHRW | A | -0.18% | |
| NVT | C | -0.18% | |
| JKHY | C | -0.18% | |
| BLD | F | -0.17% | |
| LECO | C | -0.17% | |
| GNRC | B | -0.16% | |
| BWXT | B | -0.16% | |
| HEI | A | -0.16% | |
| RRX | B | -0.16% | |
| ATR | A | -0.16% | |
| ALSN | B | -0.15% | |
| EXP | B | -0.15% | |
| WWD | B | -0.15% | |
| AFRM | B | -0.15% | |
| CCK | D | -0.15% | |
| WMS | F | -0.14% | |
| FBIN | F | -0.14% | |
| AYI | A | -0.14% | |
| WCC | B | -0.13% | |
| AOS | F | -0.13% | |
| MTZ | B | -0.13% | |
| PCTY | B | -0.13% | |
| DCI | A | -0.13% | |
| CNH | D | -0.13% | |
| KNX | C | -0.13% | |
| AAON | B | -0.13% | |
| CNM | D | -0.12% | |
| APG | C | -0.12% | |
| CR | B | -0.12% | |
| GPK | D | -0.12% | |
| AXTA | A | -0.12% | |
| TTC | F | -0.12% | |
| KEX | A | -0.11% | |
| MIDD | D | -0.11% | |
| WEX | D | -0.11% | |
| RHI | B | -0.11% | |
| MHK | D | -0.11% | |
| BERY | D | -0.11% | |
| MKSI | C | -0.11% | |
| FLS | B | -0.11% | |
| TREX | C | -0.11% | |
| BILL | B | -0.11% | |
| HII | F | -0.11% | |
| SSD | F | -0.11% | |
| G | B | -0.11% | |
| AZEK | B | -0.1% | |
| VMI | B | -0.1% | |
| LSTR | B | -0.1% | |
| R | B | -0.1% | |
| GXO | B | -0.1% | |
| FCN | F | -0.1% | |
| LPX | A | -0.1% | |
| WSC | F | -0.1% | |
| ATI | F | -0.1% | |
| OSK | B | -0.1% | |
| CGNX | C | -0.1% | |
| ESAB | B | -0.1% | |
| VNT | C | -0.09% | |
| FOUR | B | -0.09% | |
| LFUS | D | -0.09% | |
| MSA | D | -0.09% | |
| AWI | B | -0.09% | |
| BC | D | -0.08% | |
| AGCO | F | -0.08% | |
| SEE | C | -0.07% | |
| AL | B | -0.07% | |
| ST | F | -0.07% | |
| SON | F | -0.07% | |
| MSM | C | -0.06% | |
| AMTM | D | -0.06% | |
| GTES | B | -0.06% | |
| SLGN | B | -0.06% | |
| EEFT | C | -0.06% | |
| ECG | D | -0.05% | |
| SPR | F | -0.05% | |
| CXT | F | -0.04% | |
| WU | F | -0.04% | |
| MAN | F | -0.04% | |
| VSTS | D | -0.03% | |
| ADT | C | -0.03% | |
| HAYW | B | -0.03% | |
| SNDR | B | -0.02% | |
| LOAR | C | -0.01% |
JPEF: Top Represented Industries & Keywords
Industries:
Semiconductors
Credit Services
Household & Personal Products
Internet Content & Information
Software - Application
Apparel Stores
Banks - Global
Banks - Regional - US
Biotechnology
Building Materials
Capital Markets
Consumer Electronics
Diagnostics & Research
Diversified Industrials
Drug Manufacturers - Major
Engineering & Construction
Health Care Plans
Home Improvement Stores
Insurance - Diversified
Insurance - Property & Casualty
IYJ: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Aerospace & Defense
Building Materials
Packaging & Containers
Engineering & Construction
Scientific & Technical Instruments
Credit Services
Integrated Shipping & Logistics
Specialty Industrial Machinery
Industrial Distribution
Rental & Leasing Services
Tools & Accessories
Farm & Construction Equipment
Railroads
Specialty Chemicals
Trucking
Electronic Components
Metal Fabrication
Security & Protection Services
Compare ETFs
