MCDS vs. LCTU ETF Comparison
Comparison of JPMorgan Fundamental Data Science Mid Core ETF (MCDS) to BlackRock U.S. Carbon Transition Readiness ETF (LCTU)
MCDS
JPMorgan Fundamental Data Science Mid Core ETF
MCDS Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and consumer discretionary sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.
Grade (RS Rating)
Last Trade
$59.59
Average Daily Volume
50
Number of Holdings
*
139
* may have additional holdings in another (foreign) market
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
LCTU Description
The investment seeks long-term capital appreciation by investing in large- and mid-capitalization U.S. equity securities that may be better positioned to benefit from the transition to a low-carbon economy. The fund seeks to outperform the price and yield performance of the Russell 1000 ®Index by optimizing for LCETR scores criteria based on proprietary BFA research. It seeks to invest at least 80% of its net assets in equity securities of issuers listed in the United States of America. The index is a subset of the Russell 3000 Index, which measures the performance of the broad U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$65.23
Average Daily Volume
34,560
Number of Holdings
*
289
* may have additional holdings in another (foreign) market
Performance
| Period | MCDS | LCTU |
|---|---|---|
| 30 Days | 7.18% | 3.49% |
| 60 Days | 8.27% | 4.30% |
| 90 Days | 10.50% | 6.08% |
| 12 Months | 31.67% |
40 Overlapping Holdings
| Symbol | Grade | Weight in MCDS | Weight in LCTU | Overlap | |
|---|---|---|---|---|---|
| ACGL | D | 1.07% | 0.39% | 0.39% | |
| AJG | B | 0.35% | 0.02% | 0.02% | |
| ALNY | D | 0.6% | 0.06% | 0.06% | |
| BAH | F | 0.71% | 0.02% | 0.02% | |
| BBY | D | 0.7% | 0.26% | 0.26% | |
| CHD | B | 0.28% | 0.48% | 0.28% | |
| CTSH | B | 0.71% | 0.11% | 0.11% | |
| DXCM | D | 0.21% | 0.03% | 0.03% | |
| ESI | A | 0.43% | 0.15% | 0.15% | |
| EXPE | B | 0.73% | 0.13% | 0.13% | |
| FBIN | D | 0.67% | 0.0% | 0.0% | |
| FTI | A | 0.8% | 0.06% | 0.06% | |
| GRMN | B | 1.16% | 0.01% | 0.01% | |
| HLT | A | 1.13% | 0.02% | 0.02% | |
| HPE | B | 0.78% | 0.07% | 0.07% | |
| HUBB | B | 0.27% | 0.41% | 0.27% | |
| HUBS | A | 0.79% | 0.11% | 0.11% | |
| HUM | C | 0.47% | 0.13% | 0.13% | |
| HWM | A | 1.43% | 0.03% | 0.03% | |
| IEX | B | 0.69% | 0.0% | 0.0% | |
| JBHT | C | 0.78% | 0.25% | 0.25% | |
| LPLA | A | 0.34% | 0.2% | 0.2% | |
| LVS | C | 0.46% | 0.11% | 0.11% | |
| MSCI | C | 0.59% | 0.11% | 0.11% | |
| MTB | A | 1.22% | 0.41% | 0.41% | |
| MTD | D | 0.62% | 0.02% | 0.02% | |
| PEG | A | 0.32% | 0.67% | 0.32% | |
| PLTR | B | 0.65% | 0.19% | 0.19% | |
| PRU | A | 0.35% | 0.08% | 0.08% | |
| PWR | A | 1.29% | 0.09% | 0.09% | |
| RCL | A | 1.07% | 0.04% | 0.04% | |
| REG | B | 0.78% | 0.12% | 0.12% | |
| REXR | F | 0.39% | 0.06% | 0.06% | |
| RJF | A | 1.6% | 0.27% | 0.27% | |
| RL | B | 0.79% | 0.08% | 0.08% | |
| SMCI | F | 0.03% | 0.02% | 0.02% | |
| SQ | B | 1.37% | 0.42% | 0.42% | |
| TTWO | A | 0.71% | 0.12% | 0.12% | |
| WST | C | 0.6% | 0.05% | 0.05% | |
| WY | D | 0.58% | 0.34% | 0.34% |
MCDS Overweight 99 Positions Relative to LCTU
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIS | C | 1.49% | |
| WMB | A | 1.39% | |
| TTD | B | 1.32% | |
| WEC | A | 1.29% | |
| HEI | B | 1.24% | |
| SBAC | D | 1.12% | |
| DOV | A | 1.12% | |
| FANG | D | 1.1% | |
| WAB | B | 1.08% | |
| XEL | A | 1.08% | |
| TYL | B | 1.06% | |
| STT | A | 1.04% | |
| CMS | C | 1.0% | |
| HIG | B | 1.0% | |
| NTRA | B | 0.98% | |
| CAH | B | 0.98% | |
| FHN | A | 0.98% | |
| RF | A | 0.98% | |
| SAIA | B | 0.97% | |
| PCG | A | 0.92% | |
| ZBRA | B | 0.92% | |
| DFS | B | 0.9% | |
| CSL | C | 0.9% | |
| MLM | B | 0.85% | |
| DAL | C | 0.84% | |
| ATR | B | 0.83% | |
| EHC | B | 0.83% | |
| PFGC | B | 0.82% | |
| PKG | A | 0.81% | |
| L | A | 0.81% | |
| AVB | B | 0.81% | |
| SSNC | B | 0.8% | |
| ROST | C | 0.8% | |
| CBRE | B | 0.77% | |
| TOL | B | 0.77% | |
| ARES | A | 0.75% | |
| NTRS | A | 0.75% | |
| IT | C | 0.75% | |
| CUBE | D | 0.74% | |
| BJ | A | 0.74% | |
| ELS | C | 0.73% | |
| AAON | B | 0.72% | |
| MANH | D | 0.72% | |
| MCHP | D | 0.72% | |
| MAA | B | 0.71% | |
| IQV | D | 0.71% | |
| BURL | A | 0.71% | |
| DGX | A | 0.7% | |
| ZBH | C | 0.7% | |
| DRI | B | 0.69% | |
| CTRA | B | 0.68% | |
| EGP | F | 0.67% | |
| ENTG | D | 0.67% | |
| NVST | B | 0.67% | |
| EXP | A | 0.66% | |
| EIX | B | 0.66% | |
| LDOS | C | 0.66% | |
| USFD | A | 0.66% | |
| CHTR | C | 0.65% | |
| RLI | B | 0.64% | |
| AXTA | A | 0.64% | |
| SNX | C | 0.63% | |
| LKQ | D | 0.62% | |
| CNM | D | 0.61% | |
| MAS | D | 0.6% | |
| DDOG | A | 0.58% | |
| JAZZ | B | 0.58% | |
| TER | D | 0.54% | |
| CC | C | 0.52% | |
| HSY | F | 0.51% | |
| DOW | F | 0.51% | |
| BBWI | D | 0.47% | |
| NTNX | A | 0.46% | |
| MDB | C | 0.45% | |
| ADM | D | 0.45% | |
| POST | C | 0.44% | |
| REYN | D | 0.43% | |
| AME | A | 0.42% | |
| AGCO | D | 0.4% | |
| BALL | D | 0.39% | |
| ON | D | 0.38% | |
| FCNCA | A | 0.38% | |
| SRPT | D | 0.37% | |
| TPR | B | 0.36% | |
| LYB | F | 0.32% | |
| LNG | B | 0.3% | |
| TSCO | D | 0.27% | |
| TDY | B | 0.25% | |
| FITB | A | 0.24% | |
| FICO | B | 0.23% | |
| POOL | C | 0.22% | |
| AES | F | 0.21% | |
| TW | A | 0.21% | |
| GPC | D | 0.2% | |
| CFLT | B | 0.17% | |
| NCNO | B | 0.17% | |
| APP | B | 0.12% | |
| VKTX | F | 0.12% | |
| PCTY | B | 0.09% |
MCDS Underweight 249 Positions Relative to LCTU
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -6.76% | |
| NVDA | C | -6.37% | |
| MSFT | F | -4.7% | |
| AMZN | C | -3.23% | |
| META | D | -2.24% | |
| GOOGL | C | -2.07% | |
| TSLA | B | -1.85% | |
| MA | C | -1.78% | |
| GOOG | C | -1.69% | |
| JPM | A | -1.45% | |
| COST | B | -1.42% | |
| ABT | B | -1.36% | |
| LLY | F | -1.3% | |
| AVGO | D | -1.24% | |
| GS | A | -1.24% | |
| JNJ | D | -1.18% | |
| BRK.A | B | -1.12% | |
| SRE | A | -1.08% | |
| SPGI | C | -1.07% | |
| ECL | D | -1.04% | |
| KO | D | -1.0% | |
| ACN | C | -0.98% | |
| HD | A | -0.92% | |
| NFLX | A | -0.89% | |
| CSCO | B | -0.87% | |
| CMI | A | -0.84% | |
| TT | A | -0.76% | |
| COP | C | -0.73% | |
| ADSK | A | -0.73% | |
| KEY | B | -0.72% | |
| CRM | B | -0.7% | |
| ETN | A | -0.7% | |
| BKNG | A | -0.69% | |
| COF | B | -0.68% | |
| ABBV | D | -0.66% | |
| XOM | B | -0.65% | |
| PCAR | B | -0.62% | |
| PPG | F | -0.6% | |
| KKR | A | -0.59% | |
| GE | D | -0.57% | |
| ADI | D | -0.56% | |
| YUM | B | -0.56% | |
| ADBE | C | -0.55% | |
| J | F | -0.54% | |
| BKR | B | -0.54% | |
| CAT | B | -0.53% | |
| AMD | F | -0.5% | |
| RTX | C | -0.5% | |
| MMC | B | -0.5% | |
| INTU | C | -0.5% | |
| MRK | F | -0.48% | |
| NOW | A | -0.44% | |
| XYL | D | -0.44% | |
| PLD | D | -0.43% | |
| AMGN | D | -0.43% | |
| UBER | D | -0.42% | |
| CL | D | -0.41% | |
| ORCL | B | -0.4% | |
| NDAQ | A | -0.4% | |
| PANW | C | -0.39% | |
| VZ | C | -0.39% | |
| TXN | C | -0.39% | |
| TMUS | B | -0.39% | |
| PEP | F | -0.38% | |
| C | A | -0.37% | |
| CI | F | -0.37% | |
| LRCX | F | -0.37% | |
| HOLX | D | -0.36% | |
| MKC | D | -0.36% | |
| AMT | D | -0.35% | |
| MDLZ | F | -0.34% | |
| MPC | D | -0.34% | |
| ES | D | -0.33% | |
| ILMN | D | -0.33% | |
| VEEV | C | -0.32% | |
| TGT | F | -0.32% | |
| EBAY | D | -0.32% | |
| EXPD | D | -0.29% | |
| KMI | A | -0.29% | |
| O | D | -0.28% | |
| SBUX | A | -0.28% | |
| IBM | C | -0.28% | |
| AON | A | -0.27% | |
| ELV | F | -0.27% | |
| DIS | B | -0.26% | |
| ALL | A | -0.25% | |
| MDT | D | -0.25% | |
| MCD | D | -0.25% | |
| CVS | D | -0.24% | |
| PG | A | -0.24% | |
| WMT | A | -0.24% | |
| QCOM | F | -0.23% | |
| CVX | A | -0.23% | |
| VLTO | D | -0.23% | |
| RGA | A | -0.23% | |
| GEV | B | -0.23% | |
| WSM | B | -0.23% | |
| CNC | D | -0.23% | |
| IR | B | -0.22% | |
| TJX | A | -0.22% | |
| GEN | B | -0.22% | |
| ISRG | A | -0.22% | |
| ETSY | D | -0.22% | |
| NKE | D | -0.22% | |
| VOYA | B | -0.21% | |
| IPG | D | -0.21% | |
| INTC | D | -0.2% | |
| WHR | B | -0.2% | |
| BIIB | F | -0.2% | |
| A | D | -0.2% | |
| SPG | B | -0.19% | |
| FNB | A | -0.19% | |
| NRG | B | -0.19% | |
| OKE | A | -0.18% | |
| OKTA | C | -0.18% | |
| UNH | C | -0.18% | |
| FTNT | C | -0.18% | |
| ZM | B | -0.18% | |
| DECK | A | -0.18% | |
| TRGP | B | -0.17% | |
| NU | C | -0.17% | |
| CHRW | C | -0.16% | |
| KDP | D | -0.16% | |
| BSX | B | -0.16% | |
| ADP | B | -0.16% | |
| WDAY | B | -0.16% | |
| APD | A | -0.15% | |
| SCHW | B | -0.15% | |
| AFL | B | -0.15% | |
| OLED | D | -0.15% | |
| MGM | D | -0.14% | |
| CEG | D | -0.14% | |
| VRTX | F | -0.13% | |
| BXP | D | -0.13% | |
| SPOT | B | -0.13% | |
| SYY | B | -0.13% | |
| FRT | B | -0.13% | |
| ITW | B | -0.13% | |
| FMC | D | -0.13% | |
| CINF | A | -0.13% | |
| CRWD | B | -0.13% | |
| NEE | D | -0.13% | |
| AAL | B | -0.12% | |
| GLOB | B | -0.12% | |
| KRC | C | -0.12% | |
| PYPL | B | -0.12% | |
| DVA | B | -0.12% | |
| CFG | B | -0.12% | |
| ZS | C | -0.11% | |
| BMY | B | -0.11% | |
| VTR | C | -0.11% | |
| CCK | C | -0.1% | |
| AR | B | -0.1% | |
| AMAT | F | -0.1% | |
| HXL | D | -0.1% | |
| PSN | D | -0.1% | |
| GILD | C | -0.1% | |
| ACM | A | -0.1% | |
| AXS | A | -0.1% | |
| XRAY | F | -0.09% | |
| PFE | D | -0.09% | |
| TEAM | A | -0.09% | |
| CDNS | B | -0.09% | |
| MRVL | B | -0.08% | |
| VRSK | A | -0.08% | |
| RGLD | C | -0.08% | |
| EL | F | -0.08% | |
| HPQ | B | -0.08% | |
| GM | B | -0.08% | |
| FCX | D | -0.07% | |
| SHW | A | -0.07% | |
| MAN | D | -0.06% | |
| EW | C | -0.06% | |
| MTZ | B | -0.06% | |
| VLO | C | -0.06% | |
| ABNB | C | -0.06% | |
| OMC | C | -0.06% | |
| V | A | -0.06% | |
| WELL | A | -0.06% | |
| AVY | D | -0.05% | |
| PFG | D | -0.05% | |
| RIVN | F | -0.05% | |
| MU | D | -0.05% | |
| CMCSA | B | -0.05% | |
| DELL | C | -0.05% | |
| RVTY | F | -0.05% | |
| DOCU | A | -0.05% | |
| UAL | A | -0.05% | |
| ED | D | -0.04% | |
| KEX | C | -0.04% | |
| STLD | B | -0.04% | |
| GWRE | A | -0.04% | |
| S | B | -0.04% | |
| COIN | C | -0.04% | |
| DASH | A | -0.04% | |
| CZR | F | -0.04% | |
| AFG | A | -0.04% | |
| BG | F | -0.04% | |
| HAS | D | -0.04% | |
| WFC | A | -0.03% | |
| FSLR | F | -0.03% | |
| GXO | B | -0.03% | |
| WAT | B | -0.03% | |
| DOC | D | -0.03% | |
| VRT | B | -0.03% | |
| RMD | C | -0.03% | |
| HOOD | B | -0.03% | |
| CTLT | B | -0.03% | |
| CPNG | D | -0.03% | |
| HON | B | -0.03% | |
| KIM | A | -0.03% | |
| MRNA | F | -0.02% | |
| AXP | A | -0.02% | |
| LOPE | B | -0.02% | |
| GAP | C | -0.02% | |
| GL | B | -0.02% | |
| MSTR | C | -0.02% | |
| ARE | D | -0.02% | |
| DJT | C | -0.02% | |
| VNO | B | -0.02% | |
| WDC | D | -0.02% | |
| DOX | D | -0.01% | |
| CLH | B | -0.01% | |
| ENPH | F | -0.01% | |
| WH | B | -0.01% | |
| MOH | F | -0.01% | |
| EWBC | A | -0.01% | |
| CVNA | B | -0.01% | |
| BWA | D | -0.01% | |
| NOV | C | -0.01% | |
| LCID | F | -0.01% | |
| HST | C | -0.01% | |
| ITT | A | -0.01% | |
| GFS | C | -0.01% | |
| SAIC | F | -0.01% | |
| SPR | D | -0.01% | |
| AGNC | D | -0.0% | |
| INGR | B | -0.0% | |
| AM | A | -0.0% | |
| DXC | B | -0.0% | |
| PII | D | -0.0% | |
| TTEK | F | -0.0% | |
| FYBR | D | -0.0% | |
| PARA | C | -0.0% | |
| YETI | C | -0.0% | |
| PNFP | B | -0.0% | |
| SNOW | C | -0.0% | |
| MKTX | D | -0.0% | |
| TWLO | A | -0.0% |
MCDS: Top Represented Industries & Keywords
Industries:
Software - Application
Banks - Regional - US
Diagnostics & Research
Software - Infrastructure
Utilities - Regulated Electric
Biotechnology
Building Materials
Capital Markets
Diversified Industrials
Packaging & Containers
Specialty Chemicals
Specialty Retail
Asset Management
Business Services
Information Technology Services
Leisure
REIT - Industrial
REIT - Residential
Apparel Stores
Food Distribution
LCTU: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Software - Infrastructure
Diversified Industrials
Capital Markets
Health Care Plans
Diagnostics & Research
Information Technology Services
Specialty Retail
Telecom Services
Banks - Regional - US
Credit Services
Engineering & Construction
Medical Instruments & Supplies
REIT - Retail
Auto Manufacturers
Banks - Global
Household & Personal Products
Insurance - Life
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