SDG vs. JEPI ETF Comparison
Comparison of iShares MSCI Global Impact ETF (SDG) to JPMorgan Equity Premium Income ETF (JEPI)
SDG
iShares MSCI Global Impact ETF
SDG Description
The iShares MSCI Global Impact ETF seeks to track the investment results of an index composed of positive impact companies that derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals.
Grade (RS Rating)
Last Trade
$75.16
Average Daily Volume
8,423
Number of Holdings
*
23
* may have additional holdings in another (foreign) market
JEPI
JPMorgan Equity Premium Income ETF
JEPI Description
The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.Grade (RS Rating)
Last Trade
$59.41
Average Daily Volume
2,874,722
Number of Holdings
*
117
* may have additional holdings in another (foreign) market
Performance
| Period | SDG | JEPI |
|---|---|---|
| 30 Days | -7.32% | -0.18% |
| 60 Days | -7.98% | 1.76% |
| 90 Days | -5.58% | 4.48% |
| 12 Months | -0.42% | 13.16% |
SDG Overweight 20 Positions Relative to JEPI
SDG Underweight 114 Positions Relative to JEPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| TT | A | -1.74% | |
| PGR | B | -1.7% | |
| NOW | B | -1.68% | |
| AMZN | B | -1.65% | |
| MA | B | -1.6% | |
| META | C | -1.57% | |
| SO | C | -1.5% | |
| V | A | -1.46% | |
| HON | B | -1.43% | |
| MSFT | D | -1.42% | |
| GOOGL | B | -1.41% | |
| LOW | C | -1.38% | |
| CMCSA | B | -1.36% | |
| UNH | C | -1.36% | |
| ABBV | F | -1.31% | |
| SYK | A | -1.29% | |
| TMO | F | -1.25% | |
| PEP | F | -1.23% | |
| NXPI | F | -1.22% | |
| ADI | D | -1.2% | |
| ETN | B | -1.19% | |
| NEE | C | -1.19% | |
| MDLZ | F | -1.18% | |
| TXN | C | -1.18% | |
| CME | A | -1.16% | |
| YUM | D | -1.16% | |
| TRV | A | -1.15% | |
| COST | A | -1.14% | |
| PG | C | -1.09% | |
| BMY | A | -1.05% | |
| KO | D | -1.05% | |
| LIN | D | -1.01% | |
| CRM | B | -0.98% | |
| MNST | C | -0.96% | |
| XOM | B | -0.94% | |
| INTU | B | -0.93% | |
| ROST | D | -0.92% | |
| OTIS | C | -0.92% | |
| FI | A | -0.91% | |
| EQIX | A | -0.9% | |
| ACN | C | -0.89% | |
| LLY | F | -0.88% | |
| CTSH | C | -0.87% | |
| CMG | C | -0.86% | |
| COP | B | -0.86% | |
| EOG | A | -0.86% | |
| CSX | C | -0.83% | |
| UPS | C | -0.82% | |
| EMR | A | -0.79% | |
| CPAY | A | -0.79% | |
| AZO | C | -0.79% | |
| BKNG | A | -0.79% | |
| PEG | C | -0.77% | |
| SBAC | D | -0.7% | |
| BRK.A | B | -0.69% | |
| CHD | A | -0.69% | |
| AAPL | C | -0.65% | |
| WMT | A | -0.65% | |
| AXP | B | -0.64% | |
| ABT | A | -0.62% | |
| AMP | A | -0.6% | |
| DE | C | -0.6% | |
| RTX | D | -0.59% | |
| CMS | C | -0.57% | |
| MCD | D | -0.55% | |
| MDT | D | -0.54% | |
| PLD | D | -0.51% | |
| MRVL | B | -0.47% | |
| BSX | A | -0.45% | |
| ASML | F | -0.43% | |
| TXT | D | -0.43% | |
| PCG | A | -0.41% | |
| JKHY | D | -0.4% | |
| JNJ | D | -0.39% | |
| IR | B | -0.38% | |
| TDG | D | -0.38% | |
| CARR | D | -0.36% | |
| STX | D | -0.36% | |
| DHR | D | -0.36% | |
| CB | C | -0.36% | |
| ELV | F | -0.36% | |
| FDX | B | -0.36% | |
| CDNS | B | -0.36% | |
| LDOS | C | -0.35% | |
| BURL | A | -0.34% | |
| URI | B | -0.33% | |
| MU | D | -0.32% | |
| MSI | B | -0.32% | |
| DOW | F | -0.32% | |
| PM | A | -0.32% | |
| USB | B | -0.32% | |
| MET | A | -0.31% | |
| MRK | F | -0.29% | |
| PPG | F | -0.28% | |
| AMT | D | -0.25% | |
| HWM | A | -0.23% | |
| BAC | A | -0.23% | |
| KVUE | A | -0.22% | |
| UNP | D | -0.21% | |
| AJG | B | -0.21% | |
| MO | A | -0.2% | |
| KEYS | C | -0.19% | |
| D | C | -0.18% | |
| WELL | A | -0.17% | |
| AME | A | -0.17% | |
| AON | B | -0.17% | |
| MMC | D | -0.17% | |
| LYB | F | -0.17% | |
| GWW | B | -0.14% | |
| NOC | D | -0.14% | |
| DOV | B | -0.12% | |
| ETR | A | -0.1% | |
| DTE | C | -0.1% | |
| ELS | B | -0.04% |
SDG: Top Represented Industries & Keywords
Industries:
Biotechnology
REIT - Office
Auto Manufacturers
Medical Devices
Diagnostics & Research
Diversified Industrials
Lumber & Wood Production
Packaged Foods
REIT - Residential
Semiconductor Equipment & Materials
Semiconductors
Solar
Keywords:
S&P 500
Nasdaq 100
Biopharmaceutical
Medicine
Real Estate Investment Trust
Biotechnology
Chemical Compounds
Clinical Development
Diabetes
IBD 50
Organic Compounds
Alcohol
Autoimmune Disease
Breakthrough Therapy
Cancer
Cardiovascular Disease
Cholesterol
Diabetes Mellitus
Disorders
Dream Office Real Estate Investment Trust
JEPI: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Utilities - Regulated Electric
Aerospace & Defense
Medical Devices
Software - Application
Specialty Industrial Machinery
Beverages - Soft Drinks
Business Services
Credit Services
Discount Stores
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Insurance Brokers
Restaurants
Specialty Chemicals
Utilities - Diversified
Biotechnology
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