JPST vs. SCHI ETF Comparison
Comparison of JPMorgan Ultra-Short Income ETF (JPST) to Schwab 5-10 Year Corporate Bond ETF (SCHI)
JPST
JPMorgan Ultra-Short Income ETF
JPST Description
The investment seeks to provide total return. Under normal circumstances, the fund will invest at least 80% of its assets in bonds. It will invest at least 40% of its assets in countries other than the United States. The fund may invest in developed or emerging markets. It generally invests at least 25% of its assets in securities that, at the time of purchase are rated investment grade or the unrated equivalent. "Assets" means net assets plus the amount of borrowings for investment purposes. The fund may also use currency related transactions involving currency derivatives as part of its primary investment strategy.
Grade (RS Rating)
Last Trade
$50.46
Average Daily Volume
5,129,806
111
SCHI
Schwab 5-10 Year Corporate Bond ETF
SCHI Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 5-10 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to five years and less than ten years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.Grade (RS Rating)
Last Trade
$22.23
Average Daily Volume
944,096
0
Performance
Period | JPST | SCHI |
---|---|---|
30 Days | 0.23% | -2.02% |
60 Days | 0.54% | -2.94% |
90 Days | 1.13% | -1.01% |
12 Months | 6.02% | 9.47% |
0 Overlapping Holdings
Symbol | Grade | Weight in JPST | Weight in SCHI | Overlap |
---|
JPST Overweight 111 Positions Relative to SCHI
Symbol | Grade | Weight | |
---|---|---|---|
CASH | B | 2.2% | |
TMO | F | 0.74% | |
AZN | F | 0.57% | |
EQH | B | 0.35% | |
KDP | C | 0.31% | |
CCEP | C | 0.3% | |
ATO | B | 0.3% | |
MCD | C | 0.29% | |
LDOS | C | 0.26% | |
BXMT | D | 0.25% | |
SNX | C | 0.23% | |
TDY | B | 0.22% | |
HART | D | 0.19% | |
BA | F | 0.18% | |
D | D | 0.17% | |
OGS | B | 0.17% | |
VZ | D | 0.16% | |
ETR | B | 0.16% | |
T | A | 0.14% | |
CNP | B | 0.14% | |
GILD | B | 0.13% | |
DB | D | 0.13% | |
CAG | F | 0.13% | |
AAPL | C | 0.12% | |
SO | D | 0.11% | |
WFC | A | 0.11% | |
VTRS | B | 0.1% | |
GM | B | 0.1% | |
FITB | A | 0.1% | |
HUM | D | 0.09% | |
WEC | B | 0.09% | |
MLM | B | 0.09% | |
JBHT | C | 0.09% | |
IFF | F | 0.08% | |
STT | B | 0.08% | |
DT | C | 0.08% | |
CI | D | 0.08% | |
NEM | F | 0.08% | |
DUK | D | 0.08% | |
KR | A | 0.07% | |
CFG | B | 0.07% | |
BX | A | 0.07% | |
HSBC | B | 0.07% | |
SBUX | B | 0.06% | |
BG | D | 0.06% | |
ACR | B | 0.06% | |
SEB | F | 0.06% | |
XOM | B | 0.06% | |
AEP | D | 0.05% | |
MS | A | 0.05% | |
AL | B | 0.05% | |
BHF | B | 0.04% | |
ORCL | A | 0.04% | |
KKR | B | 0.04% | |
MDLZ | F | 0.04% | |
ABBV | F | 0.04% | |
COF | B | 0.04% | |
PL | B | 0.04% | |
ARES | B | 0.03% | |
CHD | A | 0.03% | |
R | B | 0.03% | |
ROP | A | 0.03% | |
NEE | D | 0.03% | |
BCC | B | 0.03% | |
BMO | A | 0.03% | |
HON | B | 0.02% | |
WLK | F | 0.02% | |
MSC | F | 0.02% | |
ETN | B | 0.02% | |
AZO | B | 0.02% | |
GSK | F | 0.02% | |
DIS | B | 0.02% | |
AER | B | 0.02% | |
BNS | A | 0.02% | |
EPD | A | 0.01% | |
ABT | C | 0.01% | |
PFE | F | 0.01% | |
IBM | D | 0.01% | |
ICE | C | 0.01% | |
MCO | C | 0.01% | |
DHR | F | 0.01% | |
CSL | B | 0.01% | |
BMY | B | 0.01% | |
PSX | C | 0.01% | |
SCHW | B | 0.01% | |
PNC | B | 0.01% | |
BK | B | 0.01% | |
UNH | B | 0.01% | |
MMM | C | 0.01% | |
AXP | B | 0.01% | |
CAT | B | 0.01% | |
PM | B | 0.01% | |
HBAN | A | 0.01% | |
ES | D | 0.01% | |
JXN | C | 0.01% | |
MET | C | 0.01% | |
UBS | B | 0.01% | |
BAC | A | 0.01% | |
RY | C | 0.01% | |
TFC | B | 0.01% | |
DE | D | 0.01% | |
KEY | B | 0.01% | |
MUFG | A | 0.01% | |
GS | B | 0.01% | |
NWG | B | 0.01% | |
TD | D | 0.01% | |
PFG | C | 0.01% | |
CM | A | 0.01% | |
USB | B | 0.01% | |
C | B | 0.01% | |
AIG | B | 0.01% |
JPST Underweight 0 Positions Relative to SCHI
Symbol | Grade | Weight |
---|
JPST: Top Represented Industries & Keywords
SCHI: Top Represented Industries & Keywords