XLF vs. JPEF ETF Comparison
Comparison of SPDR Select Sector Fund - Financial (XLF) to JPMorgan Equity Focus ETF (JPEF)
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
JPEF
JPMorgan Equity Focus ETF
JPEF Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.Grade (RS Rating)
Last Trade
$68.31
Average Daily Volume
91,509
40
Performance
| Period | XLF | JPEF |
|---|---|---|
| 30 Days | 6.41% | 1.94% |
| 60 Days | 10.28% | 4.75% |
| 90 Days | 13.33% | 6.25% |
| 12 Months | 44.57% | 36.40% |
XLF Overweight 65 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 10.0% | |
| V | A | 7.49% | |
| WFC | A | 3.6% | |
| 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% | |
| CME | B | 1.17% | |
| USB | A | 1.14% | |
| MCO | B | 1.1% | |
| AJG | A | 0.94% | |
| TFC | A | 0.9% | |
| 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% | |
| FIS | C | 0.7% | |
| MSCI | C | 0.69% | |
| PRU | A | 0.65% | |
| DFS | B | 0.63% | |
| ACGL | C | 0.54% | |
| 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% | |
| 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 JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -6.36% | |
| MSFT | D | -6.29% | |
| AMZN | C | -5.88% | |
| META | D | -4.52% | |
| AAPL | C | -3.5% | |
| KMI | A | -3.38% | |
| EOG | A | -2.87% | |
| AVGO | D | -2.83% | |
| TT | A | -2.54% | |
| PG | C | -2.43% | |
| MCD | D | -2.26% | |
| PANW | B | -2.15% | |
| UNH | B | -2.15% | |
| HON | C | -2.13% | |
| PSA | C | -2.13% | |
| HD | B | -2.11% | |
| GOOG | C | -2.06% | |
| NEE | C | -2.05% | |
| INTU | B | -2.01% | |
| PWR | A | -1.81% | |
| REG | A | -1.79% | |
| ADI | D | -1.7% | |
| LLY | F | -1.66% | |
| ISRG | A | -1.6% | |
| REGN | F | -1.54% | |
| PKG | A | -1.49% | |
| BKNG | A | -1.43% | |
| MLM | C | -1.37% | |
| TJX | A | -1.21% | |
| TMO | F | -1.21% | |
| EL | F | -0.94% | |
| JBHT | C | -0.89% | |
| LRCX | F | -0.42% |
XLF: Top Represented Industries & Keywords
JPEF: Top Represented Industries & Keywords
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