FINX vs. JDIV ETF Comparison

Comparison of Global X FinTech Thematic ETF (FINX) to JPMorgan Dividend Leaders ETF (JDIV)

FINX

Global X FinTech Thematic ETF

FINX Description

The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$32.23

Average Daily Volume

80,210

Number of Holdings ^*

* may have additional holdings in another (foreign) market

JDIV

JPMorgan Dividend Leaders ETF

JDIV Description

JDIV seeks long-term capital growth and current income through investments in dividend-paying companies and equity-related instruments. Companies selected have been identified as attractively valued and considered dividend leaders. These companies are known to have dividend growth potential and/or can maintain high dividend payouts over time. Individual stock selection begins by assessing securities globally, to identify those with attractive opportunities for underlying earnings growth, resilient business models, strong free cash flow generation, and strong capital allocation. ESG factors are also considered. The portfolio will typically consist of 40 to 90 securities, denominated in US and foreign currencies. The fund is actively managed and may invest in securities of any capitalization but will focus on large-caps. Derivatives may also be utilized to better achieve its investment goals.

Grade (RS Rating)

Last Trade

$46.92

Average Daily Volume

766

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	FINX	JDIV
30 Days	9.33%	-3.74%
60 Days	17.29%
90 Days	20.76%
12 Months	55.40%

1 Overlapping Holdings

	Symbol	Grade	Weight in FINX	Weight in JDIV	Overlap
	FIS	B	6.56%	2.53%	2.53%

FINX Overweight 41 Positions Relative to JDIV

Symbol	Grade	Weight
FI	A	7.33%
PYPL	A	7.06%
INTU	A	5.32%
SQ	A	4.96%
COIN	A	4.93%
SSNC	D	4.5%
GWRE	B	3.9%
XRX	F	3.82%
TOST	A	3.42%
GPN	B	3.39%
JKHY	D	3.2%
AFRM	A	3.09%
SOFI	A	2.84%
HQY	A	2.03%
BILL	A	1.69%
ACIW	B	1.57%
FOUR	B	1.35%
UPST	B	1.17%
NCNO	B	1.16%
MARA	B	1.04%
PAYO	A	0.94%
ENV	B	0.84%
STNE	F	0.77%
VERX	A	0.75%
VIRT	A	0.73%
RIOT	B	0.62%
FLYW	B	0.53%
SPNS	F	0.53%
LMND	A	0.46%
MLNK	C	0.45%
CIFR	B	0.43%
PAGS	F	0.4%
LC	B	0.4%
DLO	C	0.33%
BLND	B	0.26%
LPRO	C	0.2%
CTLP	B	0.16%
TREE	F	0.15%
IIIV	B	0.14%
PAY	A	0.13%
MITK	C	0.1%

FINX Underweight 39 Positions Relative to JDIV

Symbol	Grade	Weight
MSFT	D	-5.94%
META	C	-3.06%
UNH	B	-2.43%
OTIS	D	-2.4%
MCD	D	-2.2%
MS	A	-2.12%
ACN	C	-2.06%
ABT	B	-1.94%
YUM	D	-1.91%
SO	C	-1.84%
BAC	A	-1.81%
NEE	C	-1.8%
JNJ	D	-1.78%
AVGO	C	-1.76%
CME	A	-1.71%
ABBV	F	-1.65%
MA	A	-1.42%
XOM	B	-1.41%
HON	A	-1.35%
WELL	A	-1.31%
CVX	A	-1.3%
LIN	D	-1.28%
LOW	A	-1.28%
ROST	D	-1.26%
MCHP	F	-1.17%
BKR	A	-1.13%
TSM	B	-1.13%
CRM	A	-1.13%
KO	D	-1.1%
WFC	A	-1.06%
TFC	A	-1.05%
ADI	D	-0.96%
STX	D	-0.81%
BMY	B	-0.76%
DOW	F	-0.75%
MRK	F	-0.74%
PLD	D	-0.73%
D	C	-0.67%
CMS	C	-0.44%