IWS vs. JEPI ETF Comparison
Comparison of iShares Russell Mid-cap Value ETF (IWS) to JPMorgan Equity Premium Income ETF (JEPI)
IWS
iShares Russell Mid-cap Value ETF
IWS Description
The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Value Index (the "underlying index"), which measures the performance of the mid-capitalization value sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$132.00
Average Daily Volume
306,447
Number of Holdings
*
706
* may have additional holdings in another (foreign) market
JEPI
JPMorgan Equity Premium Income ETF
JEPI Description
The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.Grade (RS Rating)
Last Trade
$59.41
Average Daily Volume
2,952,549
Number of Holdings
*
116
* may have additional holdings in another (foreign) market
Performance
| Period | IWS | JEPI |
|---|---|---|
| 30 Days | 2.86% | 2.60% |
| 60 Days | 4.51% | 4.90% |
| 90 Days | 9.81% | 5.53% |
| 12 Months | 28.17% | 12.80% |
28 Overlapping Holdings
| Symbol | Grade | Weight in IWS | Weight in JEPI | Overlap | |
|---|---|---|---|---|---|
| AJG | D | 0.63% | 0.09% | 0.09% | |
| AME | C | 0.45% | 0.15% | 0.15% | |
| AMP | B | 0.05% | 0.51% | 0.05% | |
| CHD | C | 0.29% | 0.63% | 0.29% | |
| CMS | B | 0.23% | 0.61% | 0.23% | |
| CTSH | B | 0.43% | 0.84% | 0.43% | |
| DOV | B | 0.29% | 0.2% | 0.2% | |
| DOW | C | 0.41% | 0.4% | 0.4% | |
| DTE | A | 0.29% | 0.11% | 0.11% | |
| ELS | D | 0.15% | 0.03% | 0.03% | |
| ETR | A | 0.31% | 0.12% | 0.12% | |
| GWW | B | 0.07% | 0.2% | 0.07% | |
| HWM | B | 0.42% | 0.2% | 0.2% | |
| IR | B | 0.44% | 0.35% | 0.35% | |
| JKHY | B | 0.14% | 0.38% | 0.14% | |
| KEYS | B | 0.3% | 0.22% | 0.22% | |
| KVUE | B | 0.5% | 0.22% | 0.22% | |
| LDOS | A | 0.24% | 0.28% | 0.24% | |
| LYB | D | 0.28% | 0.25% | 0.25% | |
| OTIS | B | 0.44% | 0.97% | 0.44% | |
| PCG | C | 0.48% | 0.39% | 0.39% | |
| PEG | B | 0.49% | 1.0% | 0.49% | |
| PPG | C | 0.33% | 0.27% | 0.27% | |
| ROST | C | 0.44% | 0.98% | 0.44% | |
| SBAC | C | 0.29% | 0.77% | 0.29% | |
| TXT | D | 0.19% | 0.44% | 0.19% | |
| URI | B | 0.45% | 0.37% | 0.37% | |
| YUM | B | 0.25% | 1.22% | 0.25% |
IWS Overweight 678 Positions Relative to JEPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| AFL | A | 0.68% | |
| DHI | C | 0.64% | |
| OKE | C | 0.62% | |
| WMB | C | 0.62% | |
| O | B | 0.61% | |
| BK | B | 0.6% | |
| DLR | B | 0.58% | |
| CCI | C | 0.57% | |
| FIS | C | 0.53% | |
| LHX | C | 0.5% | |
| LEN | B | 0.49% | |
| PRU | C | 0.49% | |
| CMI | B | 0.48% | |
| KMI | C | 0.48% | |
| ALL | C | 0.48% | |
| GIS | B | 0.47% | |
| EXC | B | 0.46% | |
| CTVA | B | 0.46% | |
| MCHP | D | 0.46% | |
| ACGL | B | 0.46% | |
| A | C | 0.46% | |
| CNC | D | 0.45% | |
| SPG | B | 0.45% | |
| IQV | D | 0.44% | |
| EXR | C | 0.43% | |
| KR | B | 0.42% | |
| FERG | D | 0.42% | |
| CBRE | B | 0.42% | |
| EA | D | 0.42% | |
| HUM | F | 0.42% | |
| BKR | C | 0.41% | |
| GEHC | B | 0.41% | |
| NUE | D | 0.4% | |
| DFS | C | 0.4% | |
| XEL | B | 0.4% | |
| ED | B | 0.4% | |
| GLW | B | 0.39% | |
| VICI | C | 0.39% | |
| DD | B | 0.39% | |
| HIG | B | 0.38% | |
| EIX | B | 0.37% | |
| XYL | C | 0.37% | |
| AVB | C | 0.37% | |
| MLM | D | 0.36% | |
| EBAY | B | 0.36% | |
| FANG | F | 0.36% | |
| NDAQ | C | 0.35% | |
| CHTR | D | 0.35% | |
| WAB | B | 0.35% | |
| CSGP | D | 0.35% | |
| MTD | C | 0.34% | |
| ON | D | 0.34% | |
| MTB | C | 0.34% | |
| WEC | B | 0.34% | |
| DAL | C | 0.34% | |
| EQR | C | 0.33% | |
| BIIB | F | 0.33% | |
| ADM | D | 0.33% | |
| PHM | B | 0.33% | |
| PWR | B | 0.33% | |
| EFX | C | 0.33% | |
| WTW | B | 0.33% | |
| FITB | B | 0.33% | |
| ANSS | D | 0.32% | |
| GPN | D | 0.32% | |
| AWK | C | 0.32% | |
| NVR | B | 0.31% | |
| ROK | D | 0.31% | |
| PAYX | C | 0.31% | |
| IFF | A | 0.3% | |
| GRMN | D | 0.3% | |
| STT | B | 0.3% | |
| FTV | C | 0.3% | |
| HLT | B | 0.3% | |
| RCL | B | 0.3% | |
| FE | B | 0.29% | |
| FSLR | C | 0.29% | |
| DVN | F | 0.29% | |
| TTWO | D | 0.29% | |
| HPQ | C | 0.29% | |
| RMD | C | 0.29% | |
| HAL | F | 0.29% | |
| HPE | C | 0.28% | |
| SW | B | 0.28% | |
| HSY | D | 0.28% | |
| VMC | C | 0.28% | |
| VTR | C | 0.28% | |
| ES | B | 0.27% | |
| RJF | C | 0.27% | |
| FCNCA | D | 0.27% | |
| TROW | C | 0.27% | |
| PPL | A | 0.27% | |
| WY | C | 0.27% | |
| AEE | B | 0.26% | |
| HUBB | B | 0.26% | |
| STE | B | 0.26% | |
| SQ | D | 0.25% | |
| WDC | C | 0.25% | |
| ZBH | F | 0.25% | |
| CBOE | C | 0.25% | |
| INVH | D | 0.25% | |
| ILMN | D | 0.24% | |
| MKC | C | 0.24% | |
| BBY | A | 0.24% | |
| ARE | C | 0.24% | |
| K | A | 0.24% | |
| MSTR | C | 0.24% | |
| RF | B | 0.24% | |
| HBAN | B | 0.24% | |
| BLDR | C | 0.24% | |
| COO | C | 0.24% | |
| SYF | C | 0.23% | |
| WBD | D | 0.23% | |
| TDY | B | 0.23% | |
| LNG | D | 0.23% | |
| BALL | C | 0.23% | |
| ATO | B | 0.23% | |
| CINF | C | 0.23% | |
| GPC | D | 0.22% | |
| APTV | D | 0.22% | |
| EQT | C | 0.22% | |
| TRU | B | 0.22% | |
| ESS | C | 0.22% | |
| BAX | C | 0.22% | |
| PFG | B | 0.22% | |
| OMC | B | 0.22% | |
| AVTR | C | 0.21% | |
| NTRS | C | 0.21% | |
| J | A | 0.21% | |
| HOLX | D | 0.21% | |
| LH | D | 0.21% | |
| CFG | D | 0.21% | |
| MAA | C | 0.21% | |
| DG | F | 0.21% | |
| PKG | B | 0.21% | |
| CCL | C | 0.21% | |
| SUI | C | 0.2% | |
| LUV | C | 0.2% | |
| CSL | B | 0.2% | |
| CTRA | F | 0.2% | |
| ZM | C | 0.2% | |
| STLD | C | 0.2% | |
| MSCI | C | 0.2% | |
| CNP | C | 0.2% | |
| MAS | B | 0.2% | |
| SWK | B | 0.19% | |
| WRB | D | 0.19% | |
| IP | C | 0.19% | |
| DGX | B | 0.19% | |
| TSN | D | 0.19% | |
| WSO | C | 0.19% | |
| UAL | B | 0.19% | |
| MRO | D | 0.18% | |
| PNR | B | 0.18% | |
| THC | C | 0.18% | |
| SWKS | F | 0.18% | |
| AMCR | B | 0.18% | |
| IEX | C | 0.18% | |
| FNF | B | 0.18% | |
| KEY | C | 0.18% | |
| RS | D | 0.18% | |
| SSNC | C | 0.18% | |
| SNA | B | 0.17% | |
| ZBRA | B | 0.17% | |
| CF | B | 0.17% | |
| VLTO | B | 0.17% | |
| UDR | C | 0.17% | |
| CDW | D | 0.17% | |
| AKAM | D | 0.17% | |
| OC | C | 0.17% | |
| HOOD | C | 0.17% | |
| RVTY | B | 0.17% | |
| LNT | A | 0.17% | |
| NI | B | 0.17% | |
| KIM | C | 0.17% | |
| TOL | A | 0.17% | |
| DOC | B | 0.17% | |
| CAG | B | 0.17% | |
| MKL | C | 0.17% | |
| UTHR | B | 0.17% | |
| UHS | C | 0.16% | |
| JBHT | D | 0.16% | |
| BG | F | 0.16% | |
| NTAP | D | 0.16% | |
| EG | B | 0.16% | |
| IBKR | B | 0.16% | |
| L | D | 0.16% | |
| GGG | C | 0.16% | |
| USFD | C | 0.16% | |
| SYY | C | 0.16% | |
| TRMB | C | 0.16% | |
| VRSN | C | 0.16% | |
| GEN | A | 0.16% | |
| RGA | C | 0.16% | |
| IRM | C | 0.16% | |
| NDSN | C | 0.16% | |
| DLTR | F | 0.16% | |
| EXPD | B | 0.16% | |
| CPT | C | 0.15% | |
| HST | D | 0.15% | |
| REG | C | 0.15% | |
| HES | F | 0.15% | |
| GLPI | C | 0.15% | |
| BMRN | F | 0.15% | |
| AES | C | 0.15% | |
| AMH | D | 0.15% | |
| WPC | C | 0.15% | |
| VTRS | D | 0.15% | |
| BRO | C | 0.15% | |
| RNR | B | 0.15% | |
| EVRG | B | 0.15% | |
| ACM | B | 0.15% | |
| RPM | B | 0.14% | |
| CUBE | C | 0.14% | |
| CHRW | B | 0.14% | |
| TECH | C | 0.14% | |
| SJM | C | 0.14% | |
| CVNA | B | 0.14% | |
| ALLE | B | 0.14% | |
| EME | B | 0.14% | |
| EMN | B | 0.14% | |
| CW | B | 0.14% | |
| CLH | C | 0.14% | |
| JNPR | A | 0.14% | |
| FFIV | B | 0.14% | |
| BXP | C | 0.14% | |
| CAH | C | 0.13% | |
| KMX | D | 0.13% | |
| CASY | D | 0.13% | |
| RRX | C | 0.13% | |
| SCI | C | 0.13% | |
| EWBC | C | 0.13% | |
| TFX | B | 0.13% | |
| FDS | C | 0.13% | |
| COHR | C | 0.13% | |
| JBL | C | 0.13% | |
| NVT | C | 0.13% | |
| IPG | C | 0.13% | |
| FTI | D | 0.13% | |
| BLD | C | 0.13% | |
| ITT | B | 0.13% | |
| PNW | C | 0.12% | |
| EPAM | F | 0.12% | |
| FWONK | C | 0.12% | |
| CE | D | 0.12% | |
| CHK | C | 0.12% | |
| ATR | B | 0.12% | |
| AFRM | D | 0.12% | |
| NLY | B | 0.12% | |
| CRL | F | 0.12% | |
| HII | F | 0.12% | |
| AVY | C | 0.12% | |
| LKQ | F | 0.12% | |
| UNM | B | 0.12% | |
| Z | C | 0.12% | |
| NTNX | D | 0.12% | |
| FBIN | B | 0.12% | |
| BJ | D | 0.12% | |
| OVV | F | 0.12% | |
| NRG | B | 0.12% | |
| RPRX | C | 0.12% | |
| DKS | D | 0.12% | |
| CTLT | B | 0.12% | |
| CACI | B | 0.12% | |
| CCK | B | 0.12% | |
| REXR | C | 0.12% | |
| MTCH | C | 0.11% | |
| FRT | C | 0.11% | |
| DPZ | D | 0.11% | |
| RGLD | C | 0.11% | |
| WAL | B | 0.11% | |
| GL | D | 0.11% | |
| CNH | C | 0.11% | |
| TAP | D | 0.11% | |
| WTRG | D | 0.11% | |
| MKTX | D | 0.11% | |
| CG | C | 0.11% | |
| TTEK | C | 0.11% | |
| DRI | C | 0.11% | |
| RIVN | F | 0.11% | |
| QRVO | F | 0.11% | |
| SOLV | D | 0.11% | |
| AFG | C | 0.11% | |
| TPR | A | 0.11% | |
| CPB | C | 0.11% | |
| INCY | C | 0.11% | |
| DOX | C | 0.11% | |
| ARMK | B | 0.11% | |
| AOS | B | 0.11% | |
| OHI | C | 0.11% | |
| NWSA | D | 0.11% | |
| ALB | D | 0.11% | |
| PFGC | B | 0.11% | |
| WWD | C | 0.11% | |
| AIZ | B | 0.11% | |
| AYI | B | 0.1% | |
| CIEN | B | 0.1% | |
| CHRD | F | 0.1% | |
| AA | C | 0.1% | |
| JLL | B | 0.1% | |
| TWLO | C | 0.1% | |
| MGM | D | 0.1% | |
| NNN | B | 0.1% | |
| DCI | C | 0.1% | |
| X | F | 0.1% | |
| LAMR | B | 0.1% | |
| NYT | B | 0.1% | |
| FYBR | C | 0.1% | |
| ORI | B | 0.1% | |
| FHN | D | 0.1% | |
| TTC | F | 0.1% | |
| WST | D | 0.1% | |
| INGR | B | 0.1% | |
| PRI | B | 0.1% | |
| SNX | C | 0.1% | |
| GPK | C | 0.1% | |
| CZR | C | 0.1% | |
| EGP | C | 0.1% | |
| APA | F | 0.1% | |
| EHC | B | 0.1% | |
| HSIC | C | 0.1% | |
| HRL | F | 0.1% | |
| EVR | B | 0.1% | |
| FOXA | B | 0.1% | |
| SF | B | 0.1% | |
| WYNN | C | 0.09% | |
| BWXT | A | 0.09% | |
| MOH | D | 0.09% | |
| BWA | C | 0.09% | |
| SKX | C | 0.09% | |
| MIDD | C | 0.09% | |
| BERY | B | 0.09% | |
| HLI | C | 0.09% | |
| COKE | C | 0.09% | |
| DTM | C | 0.09% | |
| PNFP | C | 0.09% | |
| WEX | C | 0.09% | |
| WSM | C | 0.09% | |
| AGNC | B | 0.09% | |
| FMC | B | 0.09% | |
| WAT | B | 0.09% | |
| JEF | C | 0.09% | |
| VOYA | B | 0.09% | |
| KBR | D | 0.09% | |
| ACI | F | 0.09% | |
| EXAS | D | 0.09% | |
| CHE | C | 0.09% | |
| GWRE | B | 0.09% | |
| ALGN | D | 0.09% | |
| ATI | C | 0.09% | |
| GMED | D | 0.09% | |
| BRBR | B | 0.09% | |
| DAY | D | 0.09% | |
| MTZ | C | 0.09% | |
| ALSN | B | 0.09% | |
| FCN | C | 0.09% | |
| FND | C | 0.09% | |
| AXTA | B | 0.09% | |
| AR | C | 0.09% | |
| APG | F | 0.09% | |
| COLD | D | 0.09% | |
| LAD | B | 0.09% | |
| PTC | C | 0.09% | |
| GME | D | 0.09% | |
| CMA | C | 0.09% | |
| OGE | B | 0.09% | |
| ALLY | F | 0.09% | |
| ROKU | D | 0.09% | |
| KNX | C | 0.09% | |
| MOS | F | 0.09% | |
| MHK | B | 0.09% | |
| WBS | C | 0.09% | |
| BRX | C | 0.09% | |
| TKO | A | 0.09% | |
| RBC | B | 0.09% | |
| TW | B | 0.09% | |
| CRUS | D | 0.08% | |
| NOV | F | 0.08% | |
| OKTA | F | 0.08% | |
| CFR | C | 0.08% | |
| AAL | D | 0.08% | |
| MSA | D | 0.08% | |
| RHI | D | 0.08% | |
| CROX | C | 0.08% | |
| G | C | 0.08% | |
| VNO | B | 0.08% | |
| BFAM | C | 0.08% | |
| RGEN | F | 0.08% | |
| SEIC | B | 0.08% | |
| HR | B | 0.08% | |
| JAZZ | D | 0.08% | |
| GNTX | D | 0.08% | |
| SAIC | C | 0.08% | |
| ZION | D | 0.08% | |
| MKSI | F | 0.08% | |
| ARW | B | 0.08% | |
| ELAN | D | 0.08% | |
| ACHC | D | 0.08% | |
| SOFI | D | 0.08% | |
| FICO | B | 0.08% | |
| STAG | D | 0.08% | |
| WTFC | C | 0.08% | |
| PR | F | 0.08% | |
| HRB | C | 0.08% | |
| KEX | C | 0.08% | |
| RRC | D | 0.08% | |
| SSD | C | 0.08% | |
| DINO | F | 0.08% | |
| ONTO | C | 0.08% | |
| CART | C | 0.08% | |
| WCC | C | 0.08% | |
| FR | C | 0.08% | |
| ADC | C | 0.08% | |
| SWN | C | 0.08% | |
| CBSH | D | 0.08% | |
| RL | B | 0.08% | |
| LECO | D | 0.08% | |
| CR | B | 0.08% | |
| H | B | 0.07% | |
| ESI | C | 0.07% | |
| MTSI | C | 0.07% | |
| DAR | F | 0.07% | |
| AGCO | D | 0.07% | |
| RLI | B | 0.07% | |
| BEN | F | 0.07% | |
| GXO | D | 0.07% | |
| ESAB | C | 0.07% | |
| AXS | B | 0.07% | |
| OLLI | C | 0.07% | |
| SIRI | C | 0.07% | |
| PARA | D | 0.07% | |
| LEA | D | 0.07% | |
| R | C | 0.07% | |
| WBA | F | 0.07% | |
| IVZ | B | 0.07% | |
| FLS | C | 0.07% | |
| FAST | C | 0.07% | |
| AZPN | B | 0.07% | |
| LFUS | C | 0.07% | |
| LW | D | 0.07% | |
| BPOP | C | 0.07% | |
| BIO | C | 0.07% | |
| LSTR | D | 0.07% | |
| SNV | D | 0.07% | |
| CGNX | F | 0.07% | |
| MTG | B | 0.07% | |
| FAF | B | 0.07% | |
| STWD | B | 0.07% | |
| OSK | F | 0.07% | |
| VFC | B | 0.07% | |
| PB | D | 0.07% | |
| MAT | D | 0.07% | |
| BBWI | D | 0.07% | |
| WMS | D | 0.07% | |
| OLED | D | 0.06% | |
| FOX | B | 0.06% | |
| W | C | 0.06% | |
| CCCS | D | 0.06% | |
| JHG | B | 0.06% | |
| LINE | F | 0.06% | |
| OGN | D | 0.06% | |
| HXL | F | 0.06% | |
| ALK | B | 0.06% | |
| LBRDK | C | 0.06% | |
| UGI | B | 0.06% | |
| FNB | D | 0.06% | |
| ROIV | D | 0.06% | |
| VNT | F | 0.06% | |
| IDA | B | 0.06% | |
| WSC | D | 0.06% | |
| OLN | D | 0.06% | |
| THG | C | 0.06% | |
| THO | C | 0.06% | |
| ST | D | 0.06% | |
| LNC | C | 0.06% | |
| XRAY | D | 0.06% | |
| TKR | C | 0.06% | |
| SON | D | 0.06% | |
| COIN | F | 0.06% | |
| WHR | C | 0.06% | |
| PVH | D | 0.06% | |
| KD | F | 0.06% | |
| COLB | B | 0.06% | |
| MDU | B | 0.06% | |
| NFG | B | 0.06% | |
| OMF | D | 0.06% | |
| WH | B | 0.06% | |
| AMG | C | 0.06% | |
| SN | B | 0.06% | |
| S | D | 0.06% | |
| BC | C | 0.06% | |
| VMI | C | 0.06% | |
| POST | B | 0.06% | |
| MTDR | F | 0.06% | |
| SRCL | B | 0.06% | |
| RITM | D | 0.06% | |
| IAC | C | 0.05% | |
| UHAL | B | 0.05% | |
| GAP | F | 0.05% | |
| LITE | B | 0.05% | |
| RH | C | 0.05% | |
| DBX | C | 0.05% | |
| BILL | D | 0.05% | |
| SITE | D | 0.05% | |
| M | F | 0.05% | |
| AGO | D | 0.05% | |
| GNRC | D | 0.05% | |
| DLB | D | 0.05% | |
| SLGN | B | 0.05% | |
| CPRI | D | 0.05% | |
| EEFT | F | 0.05% | |
| WTM | F | 0.05% | |
| FLO | C | 0.05% | |
| PII | D | 0.05% | |
| ASH | F | 0.05% | |
| CUZ | C | 0.05% | |
| AN | C | 0.05% | |
| BYD | C | 0.05% | |
| FRPT | C | 0.05% | |
| PSN | B | 0.05% | |
| OZK | F | 0.05% | |
| DOCS | B | 0.05% | |
| KRC | C | 0.05% | |
| HOG | C | 0.05% | |
| RYN | C | 0.05% | |
| AVT | B | 0.05% | |
| SAIA | D | 0.05% | |
| SLM | C | 0.05% | |
| AL | C | 0.05% | |
| WLK | C | 0.05% | |
| IRDM | C | 0.04% | |
| AMED | D | 0.04% | |
| AM | B | 0.04% | |
| ZG | C | 0.04% | |
| PAYC | D | 0.04% | |
| SMG | B | 0.04% | |
| ZI | D | 0.04% | |
| NXST | D | 0.04% | |
| NWS | D | 0.04% | |
| NVST | D | 0.04% | |
| VNOM | D | 0.04% | |
| PK | D | 0.04% | |
| NSA | C | 0.04% | |
| PLNT | C | 0.04% | |
| SPR | D | 0.04% | |
| LBTYK | B | 0.04% | |
| MPW | C | 0.04% | |
| DNB | D | 0.04% | |
| U | D | 0.04% | |
| LBTYA | B | 0.04% | |
| COTY | D | 0.04% | |
| MAN | C | 0.04% | |
| HIW | C | 0.04% | |
| MSGS | B | 0.04% | |
| AMKR | F | 0.04% | |
| GTES | C | 0.04% | |
| NEU | D | 0.04% | |
| EPR | C | 0.04% | |
| KMPR | D | 0.04% | |
| CLF | F | 0.04% | |
| TYL | C | 0.04% | |
| PRGO | F | 0.04% | |
| HUN | C | 0.04% | |
| TPG | C | 0.04% | |
| AWI | B | 0.04% | |
| MSM | D | 0.04% | |
| DXC | D | 0.04% | |
| ALNY | C | 0.04% | |
| GFS | F | 0.04% | |
| CIVI | F | 0.04% | |
| BROS | D | 0.03% | |
| JWN | C | 0.03% | |
| EXP | B | 0.03% | |
| ENOV | F | 0.03% | |
| AAP | F | 0.03% | |
| YETI | D | 0.03% | |
| HHH | C | 0.03% | |
| CRI | D | 0.03% | |
| BOKF | C | 0.03% | |
| CWEN | A | 0.03% | |
| QDEL | D | 0.03% | |
| SHC | C | 0.03% | |
| VIRT | C | 0.03% | |
| SPB | B | 0.03% | |
| MASI | C | 0.03% | |
| ULTA | D | 0.03% | |
| VAC | D | 0.03% | |
| AGR | C | 0.03% | |
| CC | D | 0.03% | |
| RKT | C | 0.03% | |
| BRKR | D | 0.03% | |
| AZTA | F | 0.03% | |
| BHF | F | 0.03% | |
| COLM | C | 0.03% | |
| SEE | C | 0.03% | |
| ALGM | D | 0.03% | |
| CLVT | D | 0.03% | |
| LOPE | D | 0.03% | |
| CNM | F | 0.03% | |
| WU | C | 0.03% | |
| CXT | F | 0.03% | |
| PAG | D | 0.03% | |
| CNXC | F | 0.03% | |
| FHB | D | 0.03% | |
| PENN | D | 0.03% | |
| NWL | C | 0.03% | |
| TNL | C | 0.03% | |
| LCID | C | 0.03% | |
| LYFT | D | 0.02% | |
| UAA | C | 0.02% | |
| TRIP | F | 0.02% | |
| WEN | C | 0.02% | |
| UA | C | 0.02% | |
| GO | F | 0.02% | |
| PPC | D | 0.02% | |
| INFA | D | 0.02% | |
| LEG | D | 0.02% | |
| TER | C | 0.02% | |
| REYN | C | 0.02% | |
| MP | C | 0.02% | |
| LEN | B | 0.02% | |
| BIRK | F | 0.02% | |
| FTRE | F | 0.02% | |
| GLOB | D | 0.02% | |
| SAM | D | 0.02% | |
| PSTG | F | 0.02% | |
| IPGP | D | 0.02% | |
| LLYVK | B | 0.02% | |
| QS | F | 0.02% | |
| VSTS | D | 0.02% | |
| AZEK | C | 0.02% | |
| LPX | B | 0.02% | |
| PINC | D | 0.02% | |
| KSS | D | 0.02% | |
| HAYW | C | 0.02% | |
| ADT | D | 0.02% | |
| BR | C | 0.02% | |
| ETSY | D | 0.02% | |
| RCM | C | 0.02% | |
| IONS | F | 0.01% | |
| UI | B | 0.01% | |
| PLTK | C | 0.01% | |
| CHH | B | 0.01% | |
| CACC | F | 0.01% | |
| TFSL | D | 0.01% | |
| LBRDA | C | 0.01% | |
| PATH | D | 0.01% | |
| LLYVA | B | 0.01% | |
| TXG | D | 0.01% | |
| AS | C | 0.01% | |
| PYCR | D | 0.01% | |
| CAR | D | 0.01% | |
| SEB | D | 0.01% | |
| LSCC | D | 0.01% | |
| NCNO | F | 0.01% | |
| WOLF | F | 0.01% | |
| CWEN | A | 0.01% | |
| HCP | A | 0.01% | |
| ALAB | C | 0.01% | |
| FWONA | C | 0.01% | |
| DV | F | 0.01% | |
| FIVE | D | 0.01% | |
| MTN | D | 0.01% | |
| CNA | D | 0.01% | |
| DDS | D | 0.01% | |
| HAS | B | 0.01% | |
| CERT | F | 0.01% | |
| EXEL | C | 0.01% | |
| SNDR | B | 0.01% | |
| SEG | F | 0.0% | |
| LOAR | C | 0.0% | |
| PARAA | D | 0.0% | |
| DJT | F | 0.0% | |
| NFE | F | 0.0% | |
| UWMC | D | 0.0% | |
| UHAL | B | 0.0% | |
| LAZ | B | 0.0% | |
| GRAL | F | 0.0% |
IWS Underweight 88 Positions Relative to JEPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| TT | B | -1.74% | |
| META | B | -1.69% | |
| PGR | C | -1.67% | |
| AMZN | C | -1.55% | |
| SO | B | -1.55% | |
| MA | B | -1.51% | |
| ABBV | B | -1.5% | |
| MSFT | C | -1.48% | |
| NVDA | C | -1.46% | |
| LOW | B | -1.45% | |
| NOW | C | -1.45% | |
| INTU | D | -1.35% | |
| NXPI | D | -1.34% | |
| MDLZ | C | -1.33% | |
| V | C | -1.31% | |
| HON | C | -1.3% | |
| UNH | C | -1.3% | |
| TMO | B | -1.3% | |
| ADI | C | -1.29% | |
| PG | C | -1.29% | |
| GOOGL | D | -1.29% | |
| PEP | D | -1.27% | |
| KO | B | -1.26% | |
| CMCSA | C | -1.26% | |
| REGN | D | -1.24% | |
| SYK | C | -1.23% | |
| VRTX | D | -1.2% | |
| TXN | B | -1.18% | |
| TRV | C | -1.13% | |
| COST | C | -1.1% | |
| LIN | B | -1.09% | |
| ETN | C | -1.09% | |
| NEE | B | -1.07% | |
| CME | B | -1.07% | |
| XOM | D | -1.01% | |
| LLY | D | -1.0% | |
| MNST | D | -0.95% | |
| ACN | C | -0.94% | |
| CMG | D | -0.89% | |
| EQIX | B | -0.89% | |
| AZO | B | -0.88% | |
| UPS | D | -0.86% | |
| CRM | C | -0.81% | |
| COP | F | -0.81% | |
| CSX | C | -0.8% | |
| EOG | D | -0.8% | |
| BMY | C | -0.79% | |
| BRK.A | C | -0.69% | |
| CPAY | B | -0.69% | |
| AAPL | C | -0.67% | |
| BKNG | B | -0.65% | |
| DE | A | -0.64% | |
| EMR | D | -0.63% | |
| WMT | B | -0.63% | |
| ABT | C | -0.61% | |
| MRK | F | -0.59% | |
| RTX | B | -0.58% | |
| PLD | C | -0.58% | |
| AXP | B | -0.52% | |
| BSX | B | -0.47% | |
| MDT | B | -0.47% | |
| ASML | F | -0.45% | |
| ELV | D | -0.44% | |
| DHR | B | -0.43% | |
| CDNS | D | -0.42% | |
| STX | B | -0.41% | |
| MCD | B | -0.4% | |
| CARR | B | -0.39% | |
| CB | B | -0.38% | |
| USB | C | -0.34% | |
| MU | D | -0.34% | |
| FDX | D | -0.34% | |
| MET | B | -0.32% | |
| AMT | C | -0.3% | |
| MSI | B | -0.29% | |
| PM | C | -0.28% | |
| JNJ | C | -0.25% | |
| MRVL | D | -0.25% | |
| TJX | C | -0.24% | |
| BURL | C | -0.24% | |
| UNP | D | -0.22% | |
| D | C | -0.18% | |
| AON | B | -0.16% | |
| TDG | B | -0.16% | |
| WELL | C | -0.16% | |
| MO | C | -0.15% | |
| NOC | B | -0.14% | |
| SNPS | F | -0.08% |
IWS: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Software - Application
Oil & Gas E&P
Utilities - Regulated Electric
Diagnostics & Research
Asset Management
Packaged Foods
Packaging & Containers
Specialty Retail
Biotechnology
Business Services
Software - Infrastructure
Information Technology Services
REIT - Residential
Semiconductors
Specialty Chemicals
Capital Markets
Insurance - Property & Casualty
Building Materials
JEPI: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Software - Application
Utilities - Regulated Electric
Aerospace & Defense
Medical Devices
Specialty Industrial Machinery
Beverages - Soft Drinks
Credit Services
Discount Stores
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Restaurants
Specialty Chemicals
Utilities - Diversified
Apparel Stores
Biotechnology
Business Services
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