XPND vs. JPEF ETF Comparison
Comparison of First Trust Expanded Technology ETF (XPND) to JPMorgan Equity Focus ETF (JPEF)
XPND
First Trust Expanded Technology ETF
XPND Description
The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it?s investment advisor as either information technology companies or consumer discretionary and communication services companies whose operations are principally derived from and/or dependent upon technology (such companies are collectively referred to herein as ?Expanded Technology Companies?). The fund?s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.
Grade (RS Rating)
Last Trade
$30.47
Average Daily Volume
2,788
50
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
$68.43
Average Daily Volume
91,557
40
Performance
| Period | XPND | JPEF |
|---|---|---|
| 30 Days | 4.85% | 3.03% |
| 60 Days | 6.75% | 4.63% |
| 90 Days | 8.85% | 6.31% |
| 12 Months | 36.30% | 36.48% |
XPND Overweight 41 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | 5.64% | |
| CRM | B | 5.38% | |
| TMUS | B | 4.84% | |
| V | A | 4.64% | |
| GOOGL | C | 4.5% | |
| NOW | A | 3.71% | |
| ADBE | C | 3.63% | |
| IBM | C | 3.49% | |
| TXN | C | 3.19% | |
| QCOM | F | 3.03% | |
| AMAT | F | 2.48% | |
| FI | A | 2.21% | |
| ANET | C | 2.11% | |
| PYPL | B | 1.53% | |
| APH | A | 1.51% | |
| CRWD | B | 1.51% | |
| KLAC | D | 1.46% | |
| MSI | B | 1.45% | |
| MRVL | B | 1.37% | |
| WDAY | B | 1.21% | |
| ADSK | A | 1.17% | |
| CHTR | C | 0.98% | |
| APP | B | 0.81% | |
| CPAY | A | 0.27% | |
| WMG | C | 0.27% | |
| FOXA | B | 0.26% | |
| GEN | B | 0.26% | |
| TDY | B | 0.25% | |
| HPE | B | 0.25% | |
| EA | A | 0.25% | |
| TYL | B | 0.24% | |
| NTAP | C | 0.24% | |
| MANH | D | 0.24% | |
| IT | C | 0.24% | |
| PTC | A | 0.24% | |
| OMC | C | 0.23% | |
| BSY | D | 0.21% | |
| TER | D | 0.18% | |
| SWKS | F | 0.18% | |
| CDW | F | 0.18% | |
| MPWR | F | 0.14% |
XPND Underweight 31 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -5.88% | |
| KMI | A | -3.38% | |
| COF | B | -3.15% | |
| BRK.A | B | -2.96% | |
| EOG | A | -2.87% | |
| L | A | -2.79% | |
| MTB | A | -2.77% | |
| TT | A | -2.54% | |
| BAC | A | -2.51% | |
| PG | A | -2.43% | |
| MS | A | -2.3% | |
| MCD | D | -2.26% | |
| UNH | C | -2.15% | |
| HON | B | -2.13% | |
| PSA | D | -2.13% | |
| HD | A | -2.11% | |
| GOOG | C | -2.06% | |
| NEE | D | -2.05% | |
| PWR | A | -1.81% | |
| REG | B | -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 | B | -1.37% | |
| TJX | A | -1.21% | |
| TMO | F | -1.21% | |
| EL | F | -0.94% | |
| JBHT | C | -0.89% |
XPND: Top Represented Industries & Keywords
JPEF: Top Represented Industries & Keywords
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