XLF vs. JDIV ETF Comparison
Comparison of SPDR Select Sector Fund - Financial (XLF) to JPMorgan Dividend Leaders ETF (JDIV)
XLF
SPDR Select Sector Fund - Financial
XLF Description
The investment seeks investment results that, before expenses, correspond to the price and yield performance of publicly traded equity securities of companies in The Financial Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: diversified financial services; insurance; commercial banks; capital markets; REITs; consumer finance; thrifts & mortgage finance; and real estate management & development. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$50.68
Average Daily Volume
39,045,484
72
JDIV
JPMorgan Dividend Leaders ETF
JDIV Description
JDIV seeks long-term capital growth and current income through investments in dividend-paying companies and equity-related instruments. Companies selected have been identified as attractively valued and considered dividend leaders. These companies are known to have dividend growth potential and/or can maintain high dividend payouts over time. Individual stock selection begins by assessing securities globally, to identify those with attractive opportunities for underlying earnings growth, resilient business models, strong free cash flow generation, and strong capital allocation. ESG factors are also considered. The portfolio will typically consist of 40 to 90 securities, denominated in US and foreign currencies. The fund is actively managed and may invest in securities of any capitalization but will focus on large-caps. Derivatives may also be utilized to better achieve its investment goals.Grade (RS Rating)
Last Trade
$47.21
Average Daily Volume
1,169
40
Performance
| Period | XLF | JDIV |
|---|---|---|
| 30 Days | 6.41% | -2.96% |
| 60 Days | 10.28% | |
| 90 Days | 13.33% | |
| 12 Months | 44.57% |
XLF Overweight 65 Positions Relative to JDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 12.45% | |
| JPM | A | 10.0% | |
| V | A | 7.49% | |
| GS | A | 2.7% | |
| SPGI | C | 2.38% | |
| AXP | A | 2.36% | |
| PGR | A | 2.19% | |
| BLK | B | 2.12% | |
| BX | A | 1.9% | |
| C | A | 1.89% | |
| FI | A | 1.76% | |
| SCHW | B | 1.74% | |
| MMC | B | 1.58% | |
| CB | C | 1.57% | |
| KKR | A | 1.48% | |
| ICE | C | 1.31% | |
| PYPL | B | 1.27% | |
| PNC | B | 1.2% | |
| AON | A | 1.19% | |
| USB | A | 1.14% | |
| MCO | B | 1.1% | |
| COF | C | 1.02% | |
| AJG | A | 0.94% | |
| TRV | B | 0.85% | |
| BK | A | 0.83% | |
| AMP | A | 0.8% | |
| AFL | B | 0.8% | |
| ALL | A | 0.75% | |
| MET | A | 0.71% | |
| AIG | B | 0.71% | |
| MSCI | C | 0.69% | |
| PRU | A | 0.65% | |
| DFS | B | 0.63% | |
| ACGL | C | 0.54% | |
| MTB | A | 0.52% | |
| HIG | B | 0.5% | |
| NDAQ | A | 0.47% | |
| FITB | B | 0.46% | |
| WTW | B | 0.46% | |
| GPN | B | 0.43% | |
| RJF | A | 0.43% | |
| STT | B | 0.41% | |
| TROW | B | 0.39% | |
| BRO | B | 0.38% | |
| HBAN | A | 0.37% | |
| SYF | B | 0.37% | |
| CPAY | A | 0.37% | |
| RF | A | 0.35% | |
| CINF | A | 0.34% | |
| NTRS | A | 0.31% | |
| CBOE | C | 0.3% | |
| CFG | B | 0.3% | |
| PFG | D | 0.27% | |
| FDS | B | 0.27% | |
| KEY | B | 0.26% | |
| WRB | A | 0.26% | |
| EG | C | 0.23% | |
| L | A | 0.22% | |
| JKHY | D | 0.18% | |
| AIZ | A | 0.16% | |
| MKTX | D | 0.15% | |
| ERIE | D | 0.15% | |
| GL | C | 0.14% | |
| IVZ | B | 0.12% | |
| BEN | C | 0.1% |
XLF Underweight 33 Positions Relative to JDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | -5.94% | |
| META | D | -3.06% | |
| UNH | B | -2.43% | |
| OTIS | C | -2.4% | |
| MCD | D | -2.2% | |
| ACN | B | -2.06% | |
| ABT | B | -1.94% | |
| YUM | D | -1.91% | |
| SO | C | -1.84% | |
| NEE | C | -1.8% | |
| JNJ | C | -1.78% | |
| AVGO | D | -1.76% | |
| ABBV | F | -1.65% | |
| XOM | B | -1.41% | |
| HON | C | -1.35% | |
| WELL | A | -1.31% | |
| CVX | A | -1.3% | |
| LIN | C | -1.28% | |
| LOW | C | -1.28% | |
| ROST | D | -1.26% | |
| MCHP | F | -1.17% | |
| BKR | A | -1.13% | |
| TSM | B | -1.13% | |
| CRM | B | -1.13% | |
| KO | D | -1.1% | |
| ADI | D | -0.96% | |
| STX | C | -0.81% | |
| BMY | B | -0.76% | |
| DOW | F | -0.75% | |
| MRK | D | -0.74% | |
| PLD | F | -0.73% | |
| D | C | -0.67% | |
| CMS | C | -0.44% |
XLF: Top Represented Industries & Keywords
JDIV: Top Represented Industries & Keywords
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