JQUA vs. CHGX ETF Comparison
Comparison of JPMorgan U.S. Quality Factor ETF (JQUA) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
JQUA
JPMorgan U.S. Quality Factor ETF
JQUA Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Quality Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent quality factor characteristics.
Grade (RS Rating)
Last Trade
$56.21
Average Daily Volume
431,489
Number of Holdings
*
270
* may have additional holdings in another (foreign) market
CHGX
Change Finance U.S. Large Cap Fossil Fuel Free ETF
CHGX Description
The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.Grade (RS Rating)
Last Trade
$38.14
Average Daily Volume
6,425
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | JQUA | CHGX |
|---|---|---|
| 30 Days | 1.98% | 1.75% |
| 60 Days | 4.17% | 3.99% |
| 90 Days | 5.72% | 4.48% |
| 12 Months | 30.62% | 29.00% |
61 Overlapping Holdings
| Symbol | Grade | Weight in JQUA | Weight in CHGX | Overlap | |
|---|---|---|---|---|---|
| A | C | 0.34% | 0.98% | 0.34% | |
| AAPL | C | 1.96% | 0.99% | 0.99% | |
| ABBV | C | 1.39% | 0.98% | 0.98% | |
| ABT | C | 0.58% | 1.0% | 0.58% | |
| ACN | C | 0.87% | 0.97% | 0.87% | |
| ADBE | F | 0.86% | 0.91% | 0.86% | |
| ADI | C | 0.56% | 0.98% | 0.56% | |
| ADP | B | 0.56% | 1.0% | 0.56% | |
| ADSK | C | 0.36% | 1.03% | 0.36% | |
| AMGN | B | 0.82% | 1.0% | 0.82% | |
| AMP | B | 0.32% | 1.02% | 0.32% | |
| AON | B | 0.42% | 1.0% | 0.42% | |
| AVGO | C | 1.7% | 1.02% | 1.02% | |
| AZO | D | 0.38% | 0.95% | 0.38% | |
| CDNS | D | 0.4% | 1.03% | 0.4% | |
| CHD | C | 0.15% | 0.99% | 0.15% | |
| CPRT | D | 0.33% | 0.97% | 0.33% | |
| CRM | D | 1.02% | 1.04% | 1.02% | |
| CRWD | D | 0.3% | 0.99% | 0.3% | |
| CSCO | B | 0.91% | 1.01% | 0.91% | |
| CTSH | C | 0.33% | 0.96% | 0.33% | |
| DECK | D | 0.26% | 0.94% | 0.26% | |
| EA | D | 0.3% | 0.92% | 0.3% | |
| FTNT | B | 0.37% | 0.98% | 0.37% | |
| GOOGL | D | 1.71% | 0.98% | 0.98% | |
| GWW | A | 0.36% | 1.04% | 0.36% | |
| HPQ | D | 0.2% | 0.95% | 0.2% | |
| IBM | A | 0.74% | 1.05% | 0.74% | |
| ICE | C | 0.41% | 0.97% | 0.41% | |
| INTU | C | 0.79% | 1.03% | 0.79% | |
| IT | A | 0.34% | 1.03% | 0.34% | |
| JNJ | C | 1.59% | 0.98% | 0.98% | |
| KLAC | D | 0.51% | 0.93% | 0.51% | |
| LEN | C | 0.28% | 1.05% | 0.28% | |
| MA | B | 1.61% | 1.01% | 1.01% | |
| MCHP | D | 0.3% | 0.95% | 0.3% | |
| MCK | F | 0.2% | 0.9% | 0.2% | |
| MCO | A | 0.49% | 1.0% | 0.49% | |
| MMC | C | 0.59% | 0.98% | 0.59% | |
| MPWR | C | 0.23% | 0.97% | 0.23% | |
| MRK | D | 1.21% | 0.98% | 0.98% | |
| MRVL | C | 0.28% | 0.97% | 0.28% | |
| NDAQ | A | 0.29% | 1.02% | 0.29% | |
| NKE | D | 0.11% | 0.96% | 0.11% | |
| NOW | A | 0.8% | 1.07% | 0.8% | |
| NVDA | D | 1.62% | 0.98% | 0.98% | |
| ORCL | B | 0.93% | 1.18% | 0.93% | |
| ORLY | D | 0.42% | 0.98% | 0.42% | |
| PANW | C | 0.54% | 0.91% | 0.54% | |
| PGR | A | 0.25% | 1.0% | 0.25% | |
| PHM | B | 0.08% | 1.09% | 0.08% | |
| QCOM | F | 0.79% | 0.98% | 0.79% | |
| ROP | C | 0.28% | 1.0% | 0.28% | |
| ROST | C | 0.36% | 1.02% | 0.36% | |
| SNPS | D | 0.4% | 0.98% | 0.4% | |
| SPG | A | 0.28% | 0.99% | 0.28% | |
| SPGI | A | 0.59% | 1.01% | 0.59% | |
| TJX | C | 0.66% | 1.0% | 0.66% | |
| V | C | 1.76% | 1.02% | 1.02% | |
| VRSK | D | 0.31% | 0.97% | 0.31% | |
| WDAY | D | 0.28% | 0.93% | 0.28% |
JQUA Overweight 209 Positions Relative to CHGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | 2.13% | |
| META | A | 2.02% | |
| MSFT | C | 1.84% | |
| XOM | D | 1.69% | |
| COST | B | 1.56% | |
| PG | C | 1.56% | |
| HD | A | 1.52% | |
| MCD | B | 0.94% | |
| LIN | B | 0.94% | |
| KO | B | 0.93% | |
| UNP | C | 0.74% | |
| CVX | D | 0.67% | |
| BKNG | B | 0.67% | |
| AMAT | D | 0.67% | |
| LMT | B | 0.65% | |
| REGN | C | 0.62% | |
| VRTX | D | 0.61% | |
| GILD | B | 0.6% | |
| BLK | B | 0.59% | |
| SBUX | C | 0.57% | |
| BMY | C | 0.56% | |
| VZ | B | 0.53% | |
| CB | B | 0.53% | |
| MO | C | 0.52% | |
| CL | C | 0.49% | |
| WM | D | 0.47% | |
| ZTS | C | 0.47% | |
| CTAS | C | 0.46% | |
| LRCX | F | 0.46% | |
| AFL | C | 0.45% | |
| PSA | B | 0.43% | |
| APH | C | 0.43% | |
| ITW | C | 0.43% | |
| AJG | D | 0.42% | |
| TRV | B | 0.41% | |
| APP | B | 0.41% | |
| PLTR | A | 0.39% | |
| COP | D | 0.39% | |
| MAR | C | 0.38% | |
| MMM | A | 0.36% | |
| ACGL | B | 0.36% | |
| DASH | B | 0.35% | |
| EOG | D | 0.35% | |
| PAYX | C | 0.34% | |
| EBAY | B | 0.34% | |
| RSG | D | 0.34% | |
| KMB | D | 0.34% | |
| RMD | C | 0.33% | |
| NVR | B | 0.33% | |
| T | C | 0.33% | |
| IDXX | D | 0.32% | |
| BRO | C | 0.3% | |
| YUM | F | 0.29% | |
| ABNB | D | 0.28% | |
| ATO | B | 0.28% | |
| HOLX | C | 0.28% | |
| BR | D | 0.28% | |
| HRB | C | 0.27% | |
| WRB | C | 0.27% | |
| EXR | B | 0.27% | |
| FFIV | B | 0.26% | |
| DDOG | D | 0.26% | |
| MTD | D | 0.25% | |
| CLH | A | 0.25% | |
| WSO | C | 0.25% | |
| MANH | A | 0.25% | |
| WY | C | 0.25% | |
| WSM | D | 0.25% | |
| DOCU | C | 0.25% | |
| CLX | C | 0.25% | |
| ED | C | 0.25% | |
| EW | F | 0.25% | |
| LAMR | A | 0.25% | |
| WEC | B | 0.25% | |
| EXPD | C | 0.24% | |
| POOL | D | 0.24% | |
| MSI | B | 0.24% | |
| CBOE | C | 0.24% | |
| DRI | B | 0.23% | |
| DVA | B | 0.23% | |
| ROL | C | 0.23% | |
| VRSN | D | 0.23% | |
| MAA | C | 0.23% | |
| DBX | D | 0.23% | |
| FDS | C | 0.23% | |
| TER | D | 0.23% | |
| KEYS | C | 0.23% | |
| HIG | B | 0.23% | |
| CTRA | D | 0.22% | |
| BLDR | C | 0.22% | |
| CHE | C | 0.22% | |
| DOX | C | 0.22% | |
| OGE | B | 0.22% | |
| SEIC | C | 0.22% | |
| TEAM | D | 0.22% | |
| CHRW | A | 0.22% | |
| GGG | C | 0.21% | |
| DT | C | 0.21% | |
| LSTR | F | 0.21% | |
| SAIC | C | 0.21% | |
| HST | C | 0.21% | |
| SCCO | D | 0.21% | |
| WMT | B | 0.21% | |
| EXPE | C | 0.21% | |
| MEDP | D | 0.2% | |
| LOPE | D | 0.2% | |
| DKS | D | 0.2% | |
| INCY | C | 0.2% | |
| CDW | D | 0.2% | |
| CNC | C | 0.2% | |
| FNF | B | 0.2% | |
| SWKS | F | 0.2% | |
| AKAM | D | 0.2% | |
| PSTG | F | 0.19% | |
| LSCC | D | 0.19% | |
| CRI | D | 0.19% | |
| LECO | F | 0.19% | |
| VRT | C | 0.19% | |
| PAYC | D | 0.19% | |
| MOH | D | 0.19% | |
| IEX | D | 0.19% | |
| SNOW | F | 0.19% | |
| TYL | C | 0.19% | |
| CSL | B | 0.19% | |
| CF | C | 0.19% | |
| ALSN | B | 0.19% | |
| RNG | D | 0.19% | |
| CBSH | D | 0.18% | |
| ANSS | D | 0.18% | |
| TPR | C | 0.18% | |
| NFG | B | 0.18% | |
| NTAP | D | 0.18% | |
| LYV | B | 0.18% | |
| LDOS | B | 0.17% | |
| WMS | D | 0.17% | |
| DELL | C | 0.17% | |
| BBY | C | 0.17% | |
| ULTA | D | 0.17% | |
| ZM | C | 0.16% | |
| DCI | D | 0.16% | |
| DLB | D | 0.16% | |
| CHH | C | 0.16% | |
| TOST | A | 0.15% | |
| TDC | F | 0.15% | |
| EVRG | B | 0.15% | |
| PINS | F | 0.15% | |
| JKHY | C | 0.15% | |
| EXP | B | 0.15% | |
| MSGS | B | 0.15% | |
| CCI | C | 0.15% | |
| WU | D | 0.15% | |
| ELS | C | 0.15% | |
| HPE | D | 0.15% | |
| QRVO | F | 0.15% | |
| SSNC | B | 0.14% | |
| SMAR | C | 0.14% | |
| TWLO | C | 0.14% | |
| MTCH | C | 0.14% | |
| EPAM | F | 0.14% | |
| AFG | B | 0.14% | |
| NTNX | C | 0.14% | |
| SKX | D | 0.13% | |
| PEG | A | 0.13% | |
| MSM | D | 0.13% | |
| AOS | D | 0.13% | |
| ENTG | D | 0.13% | |
| JBL | D | 0.13% | |
| CRUS | D | 0.13% | |
| ZS | F | 0.13% | |
| PATH | D | 0.12% | |
| BSY | D | 0.12% | |
| PEGA | C | 0.12% | |
| TSCO | C | 0.12% | |
| CNM | F | 0.12% | |
| DXC | C | 0.12% | |
| MTSI | D | 0.11% | |
| AYI | A | 0.11% | |
| CPT | B | 0.11% | |
| OLN | D | 0.11% | |
| NDSN | C | 0.11% | |
| GWRE | A | 0.11% | |
| SNX | D | 0.11% | |
| OKTA | F | 0.11% | |
| DV | F | 0.1% | |
| BYD | C | 0.1% | |
| PCOR | F | 0.1% | |
| YETI | D | 0.1% | |
| WH | B | 0.09% | |
| JAZZ | D | 0.09% | |
| ZI | D | 0.09% | |
| MPC | D | 0.09% | |
| EQR | C | 0.09% | |
| UGI | C | 0.08% | |
| FAST | C | 0.08% | |
| IPGP | F | 0.08% | |
| RLI | B | 0.07% | |
| CSGP | D | 0.07% | |
| PRI | B | 0.07% | |
| TPL | A | 0.07% | |
| GLPI | C | 0.07% | |
| RS | D | 0.06% | |
| CUBE | B | 0.06% | |
| SOLV | C | 0.05% | |
| TECH | D | 0.04% | |
| UPS | F | 0.04% | |
| GNTX | D | 0.04% | |
| AM | B | 0.03% | |
| VIRT | C | 0.02% | |
| PINC | D | 0.02% |
JQUA Underweight 38 Positions Relative to CHGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| CARR | B | -1.1% | |
| FICO | B | -1.1% | |
| PYPL | B | -1.06% | |
| ANET | A | -1.06% | |
| AMD | D | -1.05% | |
| DE | B | -1.05% | |
| CAT | B | -1.04% | |
| BK | A | -1.04% | |
| GIS | B | -1.03% | |
| SQ | D | -1.03% | |
| AXP | B | -1.03% | |
| AWK | C | -1.03% | |
| STT | B | -1.02% | |
| DIS | D | -1.02% | |
| CMCSA | D | -1.01% | |
| HCA | A | -1.01% | |
| PFE | C | -1.01% | |
| FIS | B | -1.01% | |
| ORA | C | -1.0% | |
| NFLX | B | -1.0% | |
| STLD | D | -1.0% | |
| PLD | C | -1.0% | |
| TMO | C | -1.0% | |
| MDT | C | -1.0% | |
| SYK | C | -1.0% | |
| SCHW | D | -0.99% | |
| CME | C | -0.99% | |
| GOOG | D | -0.98% | |
| ECL | A | -0.98% | |
| EFX | C | -0.97% | |
| TXN | C | -0.96% | |
| IQV | D | -0.96% | |
| MSCI | C | -0.95% | |
| INTC | F | -0.95% | |
| SYY | D | -0.94% | |
| LLY | C | -0.94% | |
| ON | F | -0.93% | |
| MU | F | -0.92% |
JQUA: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Semiconductors
Information Technology Services
Business Services
Diversified Industrials
Specialty Retail
Drug Manufacturers - Major
Insurance - Property & Casualty
Semiconductor Equipment & Materials
Biotechnology
Household & Personal Products
Internet Content & Information
Capital Markets
Diagnostics & Research
Industrial Distribution
Insurance Brokers
Integrated Shipping & Logistics
Oil & Gas E&P
REIT - Residential
CHGX: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Drug Manufacturers - Major
Business Services
Capital Markets
Credit Services
Information Technology Services
Asset Management
Diagnostics & Research
Financial Data & Stock Exchanges
Medical Devices
Software - Infrastructure
Apparel Stores
Computer Systems
Farm & Construction Equipment
Footwear & Accessories
Insurance Brokers
Internet Content & Information
Media - Diversified
Residential Construction
Keywords:
S&P 500
Nasdaq 100
Computing
Dow Jones Component
Integrated Circuits
Work From Home
IBD 50
Insurance
Mobile Devices
Semiconductor
Cloud Computing
Electronics
Smartphones
Telecommunications
Ethernet
Operating System
Payment Systems
Pharmaceutical Products
Risk Management
Electronic Engineering
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