DFSI vs. JIRE ETF Comparison

Comparison of Dimensional International Sustainability Core 1 ETF (DFSI) to JPMorgan International Research Enhanced Equity ETF (JIRE)
DFSI

Dimensional International Sustainability Core 1 ETF

DFSI Description

The Portfolio is designed to purchase a broad and diverse group of securities of non-U.S. companies in developed markets. The Portfolio invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the International Universe, while adjusting the composition of the Portfolio based on sustainability impact considerations.

Grade (RS Rating)

Last Trade

$33.45

Average Daily Volume

62,756

Number of Holdings *

7

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

JPMorgan International Research Enhanced Equity ETF

JIRE Description Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It seeks to outperform the MSCI EAFE Index over time while maintaining similar risk characteristics, including sector and geographic risks. In implementing its strategy, the fund primarily invests in securities included within the universe of the index. In addition, it may also invest in securities not included within the index. The fund only invests in the securities of companies located in developed markets.

Grade (RS Rating)

Last Trade

$61.00

Average Daily Volume

293,253

Number of Holdings *

13

* may have additional holdings in another (foreign) market
Performance
Period DFSI JIRE
30 Days -1.88% -3.28%
60 Days -5.46% -6.87%
90 Days -4.81% -7.45%
12 Months 13.87% 10.38%
3 Overlapping Holdings
Symbol Grade Weight in DFSI Weight in JIRE Overlap
NVS D 1.06% 1.12% 1.06%
TM D 0.76% 1.26% 0.76%
UL D 1.1% 0.64% 0.64%
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