BFOR vs. JAVA ETF Comparison

Comparison of Barron's 400 (BFOR) to JPMorgan Active Value ETF (JAVA)
BFOR

Barron's 400

BFOR Description

The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.

Grade (RS Rating)

Last Trade

$78.80

Average Daily Volume

4,071

Number of Holdings *

388

* may have additional holdings in another (foreign) market
JAVA

JPMorgan Active Value ETF

JAVA Description JPMorgan Active Value ETF is a transparent and actively managed fund that falls within the J.P. Morgan Global Equities platform. The fund invests primarily in large-cap equities using a bottom-up approach to select stocks that have an attractive value base and the potential for capital appreciation.

Grade (RS Rating)

Last Trade

$67.90

Average Daily Volume

344,712

Number of Holdings *

173

* may have additional holdings in another (foreign) market
Performance
Period BFOR JAVA
30 Days 9.34% 4.83%
60 Days 10.13% 6.46%
90 Days 11.66% 8.64%
12 Months 38.09% 31.12%
37 Overlapping Holdings
Symbol Grade Weight in BFOR Weight in JAVA Overlap
AMZN C 0.26% 0.63% 0.26%
APD A 0.25% 0.92% 0.25%
AXP A 0.25% 0.68% 0.25%
BKNG A 0.28% 0.33% 0.28%
BMRN D 0.21% 0.23% 0.21%
CCL B 0.31% 0.59% 0.31%
CHTR C 0.26% 0.07% 0.07%
CME A 0.24% 0.33% 0.24%
CPAY A 0.27% 0.76% 0.27%
CTSH B 0.24% 0.61% 0.24%
DOV A 0.24% 0.75% 0.24%
EOG A 0.25% 0.67% 0.25%
FCNCA A 0.26% 1.09% 0.26%
FDX B 0.22% 0.51% 0.22%
FITB A 0.26% 0.68% 0.26%
FMC D 0.2% 0.2% 0.2%
FSLR F 0.19% 0.14% 0.14%
G B 0.26% 0.27% 0.26%
HES B 0.25% 0.25% 0.25%
HIG B 0.23% 0.41% 0.23%
IBM C 0.22% 0.26% 0.22%
JNJ D 0.21% 0.6% 0.21%
LLY F 0.19% 0.23% 0.19%
META D 0.24% 0.36% 0.24%
MSFT F 0.23% 0.67% 0.23%
MTB A 0.28% 0.59% 0.28%
ORCL B 0.25% 0.15% 0.15%
PEP F 0.21% 0.34% 0.21%
PH A 0.26% 0.52% 0.26%
REGN F 0.15% 0.76% 0.15%
RJF A 0.31% 0.24% 0.24%
ROST C 0.21% 0.36% 0.21%
TJX A 0.23% 0.69% 0.23%
TMUS B 0.27% 0.21% 0.21%
UHS D 0.19% 0.23% 0.19%
WFC A 0.31% 2.96% 0.31%
XOM B 0.25% 1.99% 0.25%
BFOR Overweight 351 Positions Relative to JAVA
Symbol Grade Weight
APP B 0.56%
LEU C 0.45%
UAL A 0.41%
POWL C 0.4%
IESC B 0.38%
AGX B 0.38%
USLM A 0.38%
TPL A 0.37%
PLTR B 0.37%
AXON A 0.36%
UPWK B 0.34%
PAY B 0.34%
STRL B 0.33%
RCL A 0.32%
VRT B 0.32%
AAON B 0.32%
APO B 0.32%
PAYO A 0.32%
CORT B 0.32%
RMBS C 0.31%
ALSN B 0.31%
IDCC A 0.31%
EXPE B 0.31%
SYF B 0.31%
IBKR A 0.31%
AIT A 0.3%
PCTY B 0.3%
PAYC B 0.3%
PEGA A 0.3%
DOCS C 0.3%
SFM A 0.3%
TILE B 0.3%
AMP A 0.29%
FLEX A 0.29%
NEWT B 0.29%
SUM B 0.29%
NVDA C 0.29%
FIX A 0.29%
TRGP B 0.29%
SNA A 0.29%
BKR B 0.29%
HLNE B 0.29%
MCB B 0.29%
SKWD A 0.29%
EXEL B 0.29%
MLI C 0.29%
CEIX A 0.29%
UNM A 0.29%
EWBC A 0.29%
LRN A 0.28%
PYPL B 0.28%
BBW B 0.28%
BL B 0.28%
NFLX A 0.28%
QCRH A 0.28%
EME C 0.28%
WMB A 0.28%
TXRH C 0.28%
PPC C 0.28%
ZM B 0.28%
CRS A 0.28%
GDDY A 0.28%
FTNT C 0.28%
TGTX B 0.28%
APOG B 0.28%
AX A 0.28%
CW B 0.27%
PANW C 0.27%
DAKT B 0.27%
IBOC A 0.27%
UTI A 0.27%
ODFL B 0.27%
FAST B 0.27%
MTDR B 0.27%
PFBC B 0.27%
NOG A 0.27%
QLYS C 0.27%
BY B 0.27%
CASH A 0.27%
NTRS A 0.27%
WT B 0.27%
FOUR B 0.27%
NRP B 0.27%
HWM A 0.27%
ERII D 0.27%
HCKT B 0.27%
USAP B 0.27%
CSWI A 0.27%
MWA B 0.27%
FOX A 0.27%
AWI A 0.27%
IBCP B 0.26%
WHD B 0.26%
GOOGL C 0.26%
BFC B 0.26%
WABC B 0.26%
MSI B 0.26%
FFIV B 0.26%
PODD C 0.26%
EA A 0.26%
ACIW B 0.26%
ITT A 0.26%
HCI C 0.26%
MGY A 0.26%
FN D 0.26%
CMPO A 0.26%
DECK A 0.26%
URI B 0.26%
LPX B 0.26%
TDY B 0.26%
CEG D 0.26%
ADSK A 0.26%
LOPE B 0.26%
OZK B 0.26%
CUBI C 0.26%
PEBO A 0.26%
NRG B 0.26%
NIC B 0.26%
FTI A 0.26%
ATR B 0.26%
ACMR F 0.26%
OKE A 0.26%
ARLP A 0.26%
AMAL B 0.26%
CVLT B 0.26%
FTDR A 0.26%
APH A 0.26%
TRN C 0.26%
FULT A 0.26%
OII B 0.26%
CNO A 0.26%
CPRT A 0.26%
RL B 0.26%
JPM A 0.26%
MLR B 0.26%
ORRF B 0.26%
BR A 0.25%
DCI B 0.25%
SLVM B 0.25%
MRO B 0.25%
ANF C 0.25%
TW A 0.25%
PAYX C 0.25%
ISRG A 0.25%
RBA A 0.25%
HUBB B 0.25%
VIRT B 0.25%
REVG B 0.25%
ANET C 0.25%
CINF A 0.25%
WLDN D 0.25%
YELP C 0.25%
FIZZ C 0.25%
PLMR B 0.25%
ADP B 0.25%
WTS B 0.25%
IPAR B 0.25%
BELFB C 0.25%
SRCE B 0.25%
UTHR C 0.25%
LAUR A 0.25%
WDAY B 0.25%
MLM B 0.25%
CAT B 0.25%
IRMD C 0.25%
FDS B 0.25%
FCF A 0.25%
INGR B 0.25%
MCRI A 0.25%
ADMA B 0.25%
MBWM B 0.25%
DBX B 0.25%
SM B 0.25%
OSBC A 0.25%
EXP A 0.25%
AIZ A 0.25%
LKFN B 0.25%
TCMD A 0.25%
CBT C 0.24%
XPEL C 0.24%
FBP B 0.24%
RGA A 0.24%
EPD A 0.24%
CMG B 0.24%
AAPL C 0.24%
ALL A 0.24%
FMBH B 0.24%
MANH D 0.24%
DT C 0.24%
FANG D 0.24%
HEI B 0.24%
TBBK B 0.24%
V A 0.24%
BRO B 0.24%
AMPY C 0.24%
FSS B 0.24%
IT C 0.24%
DRI B 0.24%
CTAS B 0.24%
VEEV C 0.24%
PLAB C 0.24%
OSIS B 0.24%
HNI B 0.24%
MOD A 0.24%
MPLX A 0.24%
ET A 0.24%
MA C 0.24%
HWKN B 0.24%
CPRX C 0.24%
GGG B 0.24%
WWD B 0.24%
SIG B 0.24%
CQP B 0.24%
CASY A 0.24%
CF B 0.24%
CSL C 0.24%
TSCO D 0.23%
THC D 0.23%
SSNC B 0.23%
MPC D 0.23%
STBA B 0.23%
CACI D 0.23%
DVN F 0.23%
TEX D 0.23%
DY D 0.23%
CHWY B 0.23%
MCO B 0.23%
NYT C 0.23%
WEC A 0.23%
NBIX C 0.23%
AFL B 0.23%
NTAP C 0.23%
OFG B 0.23%
BRC D 0.23%
OTTR C 0.23%
CHDN B 0.23%
VRSN F 0.23%
PGR A 0.23%
TGT F 0.23%
NOV C 0.23%
LNN B 0.23%
LII A 0.23%
COR B 0.23%
TRIN A 0.23%
WRB A 0.23%
SCCO F 0.23%
COOP B 0.23%
TOL B 0.23%
GL B 0.23%
ZBH C 0.23%
JWN C 0.23%
ADBE C 0.23%
THR B 0.23%
CHD B 0.23%
BMI B 0.23%
COST B 0.23%
KNSL B 0.23%
SBR B 0.23%
SYK C 0.23%
CWCO C 0.22%
CBOE B 0.22%
HESM B 0.22%
TPH D 0.22%
ON D 0.22%
WES C 0.22%
SHOO D 0.22%
CNA B 0.22%
IMMR C 0.22%
UFPT B 0.22%
MSA D 0.22%
NEU C 0.22%
JKHY D 0.22%
BLDR D 0.22%
SO D 0.22%
EBAY D 0.22%
RNR C 0.22%
SPGI C 0.22%
SYY B 0.22%
BURL A 0.22%
NVR D 0.22%
KOS F 0.22%
MMM D 0.22%
AMAT F 0.22%
ROL B 0.22%
ECL D 0.22%
QCOM F 0.22%
YETI C 0.22%
WFRD D 0.21%
MBIN D 0.21%
SKX D 0.21%
RMD C 0.21%
ZTS D 0.21%
VITL D 0.21%
WSM B 0.21%
VAL D 0.21%
PHM D 0.21%
HRB D 0.21%
XYL D 0.21%
KMB D 0.21%
IBP D 0.21%
TH C 0.21%
APA D 0.21%
EGY D 0.21%
FC F 0.21%
COKE C 0.21%
MHO D 0.21%
AMPH D 0.21%
HOLX D 0.21%
DVA B 0.21%
MEDP D 0.21%
NSSC D 0.21%
VLTO D 0.21%
IPG D 0.21%
DKS C 0.21%
LEN D 0.21%
EG C 0.21%
MOH F 0.2%
HALO F 0.2%
HOG D 0.2%
IQV D 0.2%
FCN D 0.2%
CL D 0.2%
YOU D 0.2%
KLAC D 0.2%
BOOT D 0.2%
GRBK D 0.2%
ONTO D 0.2%
ACGL D 0.2%
DFIN D 0.2%
WMS D 0.2%
HSY F 0.2%
HY D 0.2%
PTGX C 0.2%
AKAM D 0.2%
AOS F 0.2%
WING D 0.19%
COLL F 0.19%
DFH D 0.19%
DHI D 0.19%
INSW F 0.19%
LNW D 0.19%
HRMY D 0.19%
HRTG C 0.18%
SIGA F 0.18%
CRUS D 0.18%
CROX D 0.17%
LNTH D 0.17%
BLBD D 0.17%
TDW F 0.16%
MPWR F 0.15%
ASC F 0.15%
BFOR Underweight 136 Positions Relative to JAVA
Symbol Grade Weight
BRK.A B -2.4%
UNH C -2.33%
BAC A -2.25%
PM B -1.71%
CARR D -1.7%
CVX A -1.69%
BMY B -1.65%
ABBV D -1.57%
CSX B -1.52%
FI A -1.31%
MCD D -1.28%
WDC D -1.24%
LOW D -1.17%
SQ B -1.16%
WMT A -1.11%
MU D -1.1%
COP C -1.05%
TFC A -1.02%
PFGC B -0.99%
SCHW B -0.96%
MS A -0.95%
HPE B -0.93%
CMCSA B -0.92%
MET A -0.87%
TXN C -0.82%
ETN A -0.81%
CVS D -0.8%
ADI D -0.78%
C A -0.78%
DLR B -0.77%
GD F -0.75%
CAH B -0.74%
DIS B -0.71%
HD A -0.71%
UPS C -0.69%
AXTA A -0.68%
NEE D -0.67%
MCK B -0.67%
VMC B -0.65%
EQIX A -0.64%
VRTX F -0.62%
RTX C -0.61%
CRM B -0.6%
BX A -0.57%
PG A -0.56%
PNC B -0.56%
MDLZ F -0.55%
CB C -0.53%
BLK C -0.53%
PEG A -0.52%
GS A -0.51%
EMR A -0.51%
UNP C -0.49%
BJ A -0.47%
AZO C -0.46%
BSX B -0.46%
GOOG C -0.46%
NXPI D -0.45%
LUV C -0.44%
CMS C -0.44%
STX D -0.44%
CI F -0.43%
ARES A -0.43%
TMO F -0.43%
DE A -0.42%
MHK D -0.4%
HON B -0.39%
MDT D -0.38%
COF B -0.38%
EQT B -0.38%
LH C -0.37%
LYV A -0.37%
ORLY B -0.37%
OC A -0.36%
FCX D -0.35%
RRX B -0.34%
DAL C -0.32%
VTR C -0.32%
NOC D -0.32%
GPK C -0.32%
XEL A -0.32%
AMD F -0.31%
FIS C -0.3%
DELL C -0.3%
WCC B -0.29%
D C -0.29%
CC C -0.29%
TPR B -0.28%
LW C -0.28%
BIIB F -0.28%
DFS B -0.28%
BDX F -0.28%
MMC B -0.28%
MCHP D -0.27%
NI A -0.27%
TT A -0.27%
GLW B -0.26%
RSG A -0.26%
VZ C -0.24%
ELS C -0.24%
AES F -0.24%
GEV B -0.24%
IP B -0.24%
ELAN D -0.24%
SBAC D -0.23%
HUM C -0.23%
GNTX C -0.23%
TXT D -0.23%
Z A -0.22%
AA B -0.22%
MRK F -0.22%
KTB B -0.21%
MIDD C -0.21%
SLGN A -0.21%
BA F -0.21%
HST C -0.2%
OUT A -0.19%
BALL D -0.18%
ADM D -0.18%
ETR B -0.18%
LPLA A -0.17%
GLOB B -0.17%
NVT B -0.17%
PFE D -0.17%
VNO B -0.17%
AFRM B -0.16%
JEF A -0.16%
AVB B -0.16%
INTC D -0.15%
UBER D -0.14%
PLD D -0.13%
PINS D -0.13%
OSCR D -0.11%
AAL B -0.1%
MTG C -0.1%
BC C -0.1%
Compare ETFs