BKWO vs. JPEF ETF Comparison
Comparison of BNY Mellon Women's Opportunities ETF (BKWO) to JPMorgan Equity Focus ETF (JPEF)
BKWO
BNY Mellon Women's Opportunities ETF
BKWO Description
To pursue its goal, the fund normally invests principally in equity securities of U.S. companies that, in the view of the fund's sub-adviser, demonstrate attractive financial attributes and promote Women's Opportunities. Women's Opportunities is defined as opportunities that enhance the professional development and advancement of women and/or the ability of women to meet their work or other personal life responsibilities and needs, such as those relating to household responsibilities, dependent/elder care responsibilities, and gender-specific healthcare. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$35.36
Average Daily Volume
40
47
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
$68.90
Average Daily Volume
91,557
40
Performance
| Period | BKWO | JPEF |
|---|---|---|
| 30 Days | 3.01% | 3.03% |
| 60 Days | 4.32% | 4.63% |
| 90 Days | 5.50% | 6.31% |
| 12 Months | 31.15% | 36.48% |
12 Overlapping Holdings
| Symbol | Grade | Weight in BKWO | Weight in JPEF | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 5.0% | 3.5% | 3.5% | |
| AMZN | C | 5.94% | 5.88% | 5.88% | |
| BAC | A | 1.71% | 2.51% | 1.71% | |
| INTU | C | 2.25% | 2.01% | 2.01% | |
| ISRG | A | 0.8% | 1.6% | 0.8% | |
| LLY | F | 2.53% | 1.66% | 1.66% | |
| MA | C | 2.92% | 2.44% | 2.44% | |
| META | D | 3.75% | 4.52% | 3.75% | |
| MSFT | F | 8.0% | 6.29% | 6.29% | |
| NVDA | C | 8.96% | 6.36% | 6.36% | |
| PG | A | 1.45% | 2.43% | 1.45% | |
| TT | A | 2.34% | 2.54% | 2.34% |
BKWO Overweight 35 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 3.72% | |
| ABBV | D | 3.27% | |
| UBER | D | 2.86% | |
| SHOP | B | 2.61% | |
| BSX | B | 2.29% | |
| BFAM | D | 2.14% | |
| PGR | A | 1.99% | |
| HUBS | A | 1.97% | |
| ACN | C | 1.95% | |
| ETN | A | 1.87% | |
| D | C | 1.84% | |
| KO | D | 1.6% | |
| ZTS | D | 1.39% | |
| FDX | B | 1.34% | |
| MU | D | 1.3% | |
| BBY | D | 1.2% | |
| AKAM | D | 1.14% | |
| TXN | C | 1.14% | |
| CNC | D | 1.11% | |
| HOLX | D | 1.09% | |
| KVUE | A | 1.08% | |
| ADUS | D | 1.07% | |
| NVT | B | 1.07% | |
| ILMN | D | 1.06% | |
| OXY | D | 1.03% | |
| SLB | C | 1.01% | |
| FHN | A | 1.0% | |
| CSGP | D | 0.96% | |
| AVTR | F | 0.9% | |
| DIS | B | 0.89% | |
| COP | C | 0.83% | |
| VLTO | D | 0.78% | |
| WDAY | B | 0.7% | |
| NTRA | B | 0.6% | |
| CSTM | F | 0.32% |
BKWO Underweight 28 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| KMI | A | -3.38% | |
| COF | B | -3.15% | |
| BRK.A | B | -2.96% | |
| EOG | A | -2.87% | |
| AVGO | D | -2.83% | |
| L | A | -2.79% | |
| MTB | A | -2.77% | |
| MS | A | -2.3% | |
| MCD | D | -2.26% | |
| PANW | C | -2.15% | |
| 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% | |
| 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% | |
| LRCX | F | -0.42% |
BKWO: Top Represented Industries & Keywords
JPEF: Top Represented Industries & Keywords
Compare ETFs
