IWX vs. JCTR ETF Comparison
Comparison of iShares Russell Top 200 Value ETF (IWX) to JPMorgan Carbon Transition U.S. Equity ETF (JCTR)
IWX
iShares Russell Top 200 Value ETF
IWX Description
The investment seeks to track the investment results of an index composed of large-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 Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$84.27
Average Daily Volume
315,888
Number of Holdings
*
158
* may have additional holdings in another (foreign) market
JCTR
JPMorgan Carbon Transition U.S. Equity ETF
JCTR Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.Grade (RS Rating)
Last Trade
$81.11
Average Daily Volume
149
Number of Holdings
*
428
* may have additional holdings in another (foreign) market
Performance
| Period | IWX | JCTR |
|---|---|---|
| 30 Days | 2.62% | 4.02% |
| 60 Days | 4.46% | 5.04% |
| 90 Days | 6.64% | 6.88% |
| 12 Months | 28.30% | 32.99% |
105 Overlapping Holdings
| Symbol | Grade | Weight in IWX | Weight in JCTR | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 1.0% | 0.4% | 0.4% | |
| ABT | B | 1.21% | 0.19% | 0.19% | |
| ACN | C | 1.34% | 0.7% | 0.7% | |
| ADI | D | 0.62% | 0.03% | 0.03% | |
| ADP | B | 0.05% | 0.46% | 0.05% | |
| AIG | B | 0.3% | 0.16% | 0.16% | |
| AMAT | F | 0.07% | 0.46% | 0.07% | |
| AMD | F | 0.45% | 0.66% | 0.45% | |
| AMGN | D | 0.2% | 0.54% | 0.2% | |
| AON | A | 0.45% | 0.28% | 0.28% | |
| APO | B | 0.13% | 0.29% | 0.13% | |
| AXP | A | 0.61% | 0.6% | 0.6% | |
| AZO | C | 0.03% | 0.11% | 0.03% | |
| BAC | A | 1.91% | 0.41% | 0.41% | |
| BKNG | A | 0.06% | 0.69% | 0.06% | |
| BLK | C | 0.93% | 0.22% | 0.22% | |
| BRK.A | B | 5.18% | 0.96% | 0.96% | |
| BSX | B | 0.77% | 0.5% | 0.5% | |
| C | A | 0.79% | 0.49% | 0.49% | |
| CARR | D | 0.38% | 0.21% | 0.21% | |
| CAT | B | 0.97% | 0.67% | 0.67% | |
| CB | C | 0.7% | 0.43% | 0.43% | |
| CI | F | 0.49% | 0.31% | 0.31% | |
| CMCSA | B | 0.99% | 0.34% | 0.34% | |
| CME | A | 0.49% | 0.31% | 0.31% | |
| COF | B | 0.42% | 0.25% | 0.25% | |
| COP | C | 0.79% | 0.75% | 0.75% | |
| CPRT | A | 0.02% | 0.17% | 0.02% | |
| CRM | B | 0.28% | 0.33% | 0.28% | |
| CSCO | B | 1.4% | 0.77% | 0.77% | |
| CTAS | B | 0.02% | 0.28% | 0.02% | |
| CVS | D | 0.4% | 0.27% | 0.27% | |
| CVX | A | 1.68% | 0.27% | 0.27% | |
| DE | A | 0.61% | 0.35% | 0.35% | |
| DHR | F | 0.9% | 0.2% | 0.2% | |
| DIS | B | 1.27% | 0.18% | 0.18% | |
| DUK | C | 0.52% | 0.02% | 0.02% | |
| ECL | D | 0.05% | 0.23% | 0.05% | |
| EL | F | 0.06% | 0.06% | 0.06% | |
| ELV | F | 0.47% | 0.32% | 0.32% | |
| EMR | A | 0.44% | 0.28% | 0.28% | |
| EOG | A | 0.47% | 0.13% | 0.13% | |
| EW | C | 0.2% | 0.15% | 0.15% | |
| FI | A | 0.5% | 0.47% | 0.47% | |
| FTNT | C | 0.07% | 0.22% | 0.07% | |
| GILD | C | 0.66% | 0.41% | 0.41% | |
| GS | A | 0.83% | 0.68% | 0.68% | |
| HD | A | 0.49% | 1.04% | 0.49% | |
| IBM | C | 1.13% | 0.55% | 0.55% | |
| ICE | C | 0.53% | 0.33% | 0.33% | |
| INTC | D | 0.62% | 0.04% | 0.04% | |
| ITW | B | 0.3% | 0.3% | 0.3% | |
| JNJ | D | 2.24% | 0.69% | 0.69% | |
| KDP | D | 0.21% | 0.13% | 0.13% | |
| KHC | F | 0.17% | 0.09% | 0.09% | |
| KKR | A | 0.43% | 0.35% | 0.35% | |
| KMB | D | 0.16% | 0.15% | 0.15% | |
| LIN | D | 1.3% | 0.67% | 0.67% | |
| LOW | D | 0.93% | 0.09% | 0.09% | |
| MAR | B | 0.38% | 0.19% | 0.19% | |
| MCD | D | 1.19% | 0.67% | 0.67% | |
| MCK | B | 0.27% | 0.3% | 0.27% | |
| MDT | D | 0.68% | 0.03% | 0.03% | |
| MET | A | 0.3% | 0.18% | 0.18% | |
| MMC | B | 0.57% | 0.02% | 0.02% | |
| MNST | C | 0.04% | 0.14% | 0.04% | |
| MRNA | F | 0.07% | 0.04% | 0.04% | |
| MRVL | B | 0.42% | 0.29% | 0.29% | |
| MS | A | 0.88% | 0.57% | 0.57% | |
| MSI | B | 0.26% | 0.3% | 0.26% | |
| MU | D | 0.64% | 0.08% | 0.08% | |
| NEE | D | 0.95% | 0.56% | 0.56% | |
| NEM | D | 0.28% | 0.17% | 0.17% | |
| NKE | D | 0.21% | 0.33% | 0.21% | |
| PCAR | B | 0.35% | 0.21% | 0.21% | |
| PFE | D | 0.85% | 0.11% | 0.11% | |
| PGR | A | 0.14% | 0.56% | 0.14% | |
| PH | A | 0.54% | 0.34% | 0.34% | |
| PLD | D | 0.63% | 0.4% | 0.4% | |
| PSA | D | 0.27% | 0.2% | 0.2% | |
| PYPL | B | 0.53% | 0.32% | 0.32% | |
| QCOM | F | 0.07% | 0.19% | 0.07% | |
| REGN | F | 0.44% | 0.29% | 0.29% | |
| ROP | B | 0.35% | 0.22% | 0.22% | |
| RSG | A | 0.26% | 0.16% | 0.16% | |
| SBUX | A | 0.15% | 0.02% | 0.02% | |
| SCHW | B | 0.65% | 0.45% | 0.45% | |
| SHW | A | 0.05% | 0.12% | 0.05% | |
| SLB | C | 0.37% | 0.46% | 0.37% | |
| SPGI | C | 0.95% | 0.56% | 0.56% | |
| SRE | A | 0.35% | 0.2% | 0.2% | |
| STZ | D | 0.23% | 0.13% | 0.13% | |
| SYK | C | 0.6% | 0.52% | 0.52% | |
| T | A | 0.98% | 0.17% | 0.17% | |
| TJX | A | 0.33% | 0.05% | 0.05% | |
| TMO | F | 1.18% | 0.21% | 0.21% | |
| TRV | B | 0.36% | 0.22% | 0.22% | |
| TT | A | 0.37% | 0.31% | 0.31% | |
| TXN | C | 0.97% | 0.15% | 0.15% | |
| UNH | C | 3.06% | 1.18% | 1.18% | |
| UNP | C | 0.45% | 0.09% | 0.09% | |
| VRTX | F | 0.36% | 0.43% | 0.36% | |
| VZ | C | 1.06% | 0.15% | 0.15% | |
| WFC | A | 1.57% | 0.25% | 0.25% | |
| WMT | A | 2.2% | 0.5% | 0.5% |
IWX Overweight 53 Positions Relative to JCTR
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 4.24% | |
| XOM | B | 3.23% | |
| PG | A | 1.87% | |
| PM | B | 1.2% | |
| RTX | C | 0.95% | |
| GE | D | 0.91% | |
| ETN | A | 0.86% | |
| HON | B | 0.76% | |
| TMUS | B | 0.69% | |
| BMY | B | 0.69% | |
| KO | D | 0.62% | |
| UPS | C | 0.59% | |
| MO | A | 0.58% | |
| SO | D | 0.58% | |
| GEV | B | 0.54% | |
| MDLZ | F | 0.52% | |
| PNC | B | 0.5% | |
| BA | F | 0.49% | |
| EQIX | A | 0.49% | |
| WELL | A | 0.49% | |
| USB | A | 0.47% | |
| LMT | D | 0.47% | |
| GD | F | 0.47% | |
| APD | A | 0.43% | |
| TGT | F | 0.42% | |
| CRH | A | 0.41% | |
| NOC | D | 0.41% | |
| CSX | B | 0.41% | |
| FDX | B | 0.4% | |
| BDX | F | 0.39% | |
| GM | B | 0.38% | |
| FCX | D | 0.37% | |
| TFC | A | 0.37% | |
| NSC | B | 0.36% | |
| CEG | D | 0.36% | |
| MMM | D | 0.35% | |
| JCI | C | 0.34% | |
| TDG | D | 0.33% | |
| PSX | C | 0.33% | |
| MPC | D | 0.33% | |
| AEP | D | 0.31% | |
| D | C | 0.29% | |
| HCA | F | 0.29% | |
| PEP | F | 0.28% | |
| VLO | C | 0.27% | |
| F | C | 0.26% | |
| CL | D | 0.21% | |
| APH | A | 0.21% | |
| OXY | D | 0.2% | |
| DELL | C | 0.18% | |
| ZTS | D | 0.08% | |
| DASH | A | 0.04% | |
| ORLY | B | 0.03% |
IWX Underweight 323 Positions Relative to JCTR
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -6.75% | |
| AAPL | C | -6.5% | |
| MSFT | F | -5.59% | |
| AMZN | C | -3.3% | |
| GOOGL | C | -3.05% | |
| TSLA | B | -2.19% | |
| META | D | -1.93% | |
| AVGO | D | -1.63% | |
| LLY | F | -1.36% | |
| V | A | -1.21% | |
| MA | C | -1.13% | |
| NFLX | A | -1.07% | |
| NOW | A | -0.73% | |
| ISRG | A | -0.68% | |
| ADBE | C | -0.65% | |
| INTU | C | -0.62% | |
| COST | B | -0.57% | |
| WMB | A | -0.52% | |
| UBER | D | -0.48% | |
| OKE | A | -0.48% | |
| PLTR | B | -0.47% | |
| BX | A | -0.45% | |
| PANW | C | -0.45% | |
| ANET | C | -0.37% | |
| TRGP | B | -0.33% | |
| WM | A | -0.33% | |
| ORCL | B | -0.33% | |
| MRK | F | -0.32% | |
| KLAC | D | -0.31% | |
| VRSK | A | -0.3% | |
| CMG | B | -0.3% | |
| CDNS | B | -0.3% | |
| SNPS | B | -0.3% | |
| MCO | B | -0.28% | |
| ADSK | A | -0.25% | |
| FANG | D | -0.24% | |
| AJG | B | -0.24% | |
| AFL | B | -0.23% | |
| SPOT | B | -0.23% | |
| ABNB | C | -0.22% | |
| SPG | B | -0.22% | |
| AWK | D | -0.2% | |
| HAL | C | -0.2% | |
| URI | B | -0.2% | |
| SQ | B | -0.19% | |
| GWW | B | -0.19% | |
| FIS | C | -0.18% | |
| DHI | D | -0.18% | |
| O | D | -0.18% | |
| EA | A | -0.17% | |
| AME | A | -0.17% | |
| MSCI | C | -0.17% | |
| PRU | A | -0.17% | |
| PEG | A | -0.17% | |
| PAYX | C | -0.17% | |
| IR | B | -0.16% | |
| LEN | D | -0.16% | |
| NU | C | -0.16% | |
| ES | D | -0.16% | |
| DFS | B | -0.16% | |
| EXC | C | -0.15% | |
| FSLR | F | -0.15% | |
| HLT | A | -0.15% | |
| IT | C | -0.15% | |
| COR | B | -0.15% | |
| DDOG | A | -0.15% | |
| OTIS | C | -0.15% | |
| CBRE | B | -0.15% | |
| CCI | D | -0.15% | |
| EIX | B | -0.14% | |
| LULU | C | -0.14% | |
| YUM | B | -0.14% | |
| A | D | -0.14% | |
| TEAM | A | -0.14% | |
| ROK | B | -0.13% | |
| WAB | B | -0.13% | |
| ED | D | -0.13% | |
| EXR | D | -0.13% | |
| HUBS | A | -0.13% | |
| IDXX | F | -0.13% | |
| GIS | D | -0.13% | |
| RMD | C | -0.13% | |
| IQV | D | -0.13% | |
| ANSS | B | -0.12% | |
| VEEV | C | -0.12% | |
| TTWO | A | -0.12% | |
| ACGL | D | -0.12% | |
| SYY | B | -0.12% | |
| AVB | B | -0.12% | |
| KR | B | -0.12% | |
| EBAY | D | -0.11% | |
| NET | B | -0.11% | |
| KEYS | A | -0.11% | |
| TSCO | D | -0.11% | |
| CMI | A | -0.11% | |
| GPN | B | -0.11% | |
| DXCM | D | -0.11% | |
| XYL | D | -0.11% | |
| NDAQ | A | -0.11% | |
| EFX | F | -0.11% | |
| CSGP | D | -0.11% | |
| ALNY | D | -0.11% | |
| SYF | B | -0.1% | |
| VLTO | D | -0.1% | |
| PHM | D | -0.1% | |
| TYL | B | -0.1% | |
| DECK | A | -0.1% | |
| DOV | A | -0.1% | |
| CHD | B | -0.1% | |
| HIG | B | -0.1% | |
| MTD | D | -0.1% | |
| ARES | A | -0.1% | |
| WSM | B | -0.09% | |
| IFF | D | -0.09% | |
| SBAC | D | -0.09% | |
| CDW | F | -0.09% | |
| HUBB | B | -0.09% | |
| HOOD | B | -0.09% | |
| HSY | F | -0.09% | |
| AR | B | -0.08% | |
| WAT | B | -0.08% | |
| TDY | B | -0.08% | |
| CLX | B | -0.08% | |
| EXPE | B | -0.08% | |
| ADM | D | -0.08% | |
| LPLA | A | -0.08% | |
| CBOE | B | -0.08% | |
| PTC | A | -0.08% | |
| PODD | C | -0.07% | |
| WRB | A | -0.07% | |
| SNA | A | -0.07% | |
| HOLX | D | -0.07% | |
| TOST | B | -0.07% | |
| TWLO | A | -0.07% | |
| CNP | B | -0.07% | |
| K | A | -0.07% | |
| NTRA | B | -0.07% | |
| CSL | C | -0.07% | |
| BAH | F | -0.07% | |
| LII | A | -0.07% | |
| MDB | C | -0.07% | |
| TRU | D | -0.07% | |
| ESS | B | -0.07% | |
| ZBRA | B | -0.07% | |
| IBKR | A | -0.07% | |
| OMC | C | -0.07% | |
| MKC | D | -0.07% | |
| LYV | A | -0.07% | |
| ROST | C | -0.06% | |
| ALB | C | -0.06% | |
| EG | C | -0.06% | |
| RGA | A | -0.06% | |
| Z | A | -0.06% | |
| TSN | B | -0.06% | |
| PINS | D | -0.06% | |
| EPAM | C | -0.06% | |
| LRCX | F | -0.06% | |
| GWRE | A | -0.06% | |
| AVY | D | -0.06% | |
| RBA | A | -0.06% | |
| GEN | B | -0.06% | |
| NI | A | -0.06% | |
| ENPH | F | -0.06% | |
| KIM | A | -0.06% | |
| TRMB | B | -0.06% | |
| EXPD | D | -0.06% | |
| IEX | B | -0.06% | |
| ULTA | F | -0.06% | |
| MAS | D | -0.06% | |
| CLH | B | -0.05% | |
| CASY | A | -0.05% | |
| AFRM | B | -0.05% | |
| SMCI | F | -0.05% | |
| REG | B | -0.05% | |
| USFD | A | -0.05% | |
| RNR | C | -0.05% | |
| POOL | C | -0.05% | |
| JEF | A | -0.05% | |
| NDSN | B | -0.05% | |
| TW | A | -0.05% | |
| PSTG | D | -0.05% | |
| GGG | B | -0.05% | |
| ACM | A | -0.05% | |
| FOXA | B | -0.05% | |
| UDR | B | -0.05% | |
| LW | C | -0.04% | |
| AYI | B | -0.04% | |
| CUBE | D | -0.04% | |
| SSD | D | -0.04% | |
| MKTX | D | -0.04% | |
| PCTY | B | -0.04% | |
| TPR | B | -0.04% | |
| MTZ | B | -0.04% | |
| WFRD | D | -0.04% | |
| GME | C | -0.04% | |
| OHI | C | -0.04% | |
| FND | C | -0.04% | |
| SJM | D | -0.04% | |
| NVT | B | -0.04% | |
| FRT | B | -0.04% | |
| JLL | D | -0.04% | |
| IPG | D | -0.04% | |
| TTEK | F | -0.04% | |
| FLS | B | -0.04% | |
| BG | F | -0.04% | |
| WPC | D | -0.04% | |
| PRI | A | -0.04% | |
| JKHY | D | -0.04% | |
| ALLY | C | -0.04% | |
| PFGC | B | -0.04% | |
| WTRG | B | -0.04% | |
| LAD | A | -0.04% | |
| DAY | B | -0.04% | |
| ALLE | D | -0.04% | |
| CAG | D | -0.04% | |
| CHRW | C | -0.04% | |
| INCY | C | -0.04% | |
| KMX | B | -0.04% | |
| GLOB | B | -0.04% | |
| AMH | D | -0.04% | |
| BXP | D | -0.04% | |
| GNRC | B | -0.04% | |
| BRX | A | -0.03% | |
| ACI | C | -0.03% | |
| CFLT | B | -0.03% | |
| FMC | D | -0.03% | |
| G | B | -0.03% | |
| CPB | D | -0.03% | |
| WEX | D | -0.03% | |
| VFC | C | -0.03% | |
| ESI | A | -0.03% | |
| CIEN | B | -0.03% | |
| RGEN | D | -0.03% | |
| LSCC | D | -0.03% | |
| CE | F | -0.03% | |
| INGR | B | -0.03% | |
| RHI | B | -0.03% | |
| ELS | C | -0.03% | |
| MORN | B | -0.03% | |
| CNH | C | -0.03% | |
| HES | B | -0.03% | |
| BBWI | D | -0.03% | |
| ZS | C | -0.03% | |
| ONTO | D | -0.03% | |
| REXR | F | -0.03% | |
| TAP | C | -0.03% | |
| FE | C | -0.03% | |
| GPC | D | -0.03% | |
| WCC | B | -0.03% | |
| OKTA | C | -0.03% | |
| HAS | D | -0.03% | |
| SCCO | F | -0.03% | |
| YETI | C | -0.02% | |
| HUN | F | -0.02% | |
| LSTR | D | -0.02% | |
| CWEN | C | -0.02% | |
| FLO | D | -0.02% | |
| COTY | F | -0.02% | |
| WEN | D | -0.02% | |
| CGNX | C | -0.02% | |
| STAG | F | -0.02% | |
| BSY | D | -0.02% | |
| W | F | -0.02% | |
| POST | C | -0.02% | |
| HAYW | B | -0.02% | |
| AMT | D | -0.02% | |
| PAG | B | -0.02% | |
| AGNC | D | -0.02% | |
| WHR | B | -0.02% | |
| RYN | D | -0.02% | |
| U | C | -0.02% | |
| DV | C | -0.02% | |
| MTCH | D | -0.02% | |
| WBA | F | -0.02% | |
| WU | D | -0.02% | |
| XP | F | -0.02% | |
| STWD | C | -0.02% | |
| ASH | D | -0.02% | |
| MKSI | C | -0.02% | |
| ETSY | D | -0.02% | |
| MIDD | C | -0.02% | |
| VVV | F | -0.02% | |
| AMG | B | -0.02% | |
| PLNT | A | -0.02% | |
| DLR | B | -0.02% | |
| NFG | A | -0.02% | |
| SLM | A | -0.02% | |
| FCN | D | -0.02% | |
| AXS | A | -0.02% | |
| RL | B | -0.02% | |
| OLED | D | -0.02% | |
| FRPT | B | -0.02% | |
| DLB | B | -0.02% | |
| MSA | D | -0.02% | |
| SKX | D | -0.02% | |
| LYFT | C | -0.02% | |
| PATH | C | -0.02% | |
| UGI | A | -0.02% | |
| AL | B | -0.02% | |
| CROX | D | -0.02% | |
| SIRI | C | -0.01% | |
| NFE | D | -0.01% | |
| PEGA | A | -0.01% | |
| CHH | A | -0.01% | |
| AGR | B | -0.01% | |
| TPG | A | -0.01% | |
| CERT | F | -0.01% | |
| DNB | B | -0.01% | |
| GNTX | C | -0.01% | |
| CPRI | F | -0.01% | |
| HXL | D | -0.01% | |
| COLM | B | -0.01% | |
| MAN | D | -0.01% | |
| IONS | F | -0.01% | |
| ELF | C | -0.01% | |
| ENOV | C | -0.01% | |
| IRDM | D | -0.01% | |
| ZI | D | -0.01% | |
| VNT | B | -0.01% | |
| BHF | B | -0.0% | |
| PINC | B | -0.0% | |
| MPW | F | -0.0% | |
| SMG | D | -0.0% |
IWX: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Medical Devices
Banks - Global
Beverages - Soft Drinks
Capital Markets
Health Care Plans
Household & Personal Products
Utilities - Regulated Electric
Asset Management
Banks - Regional - US
Biotechnology
Business Services
Credit Services
Insurance - Property & Casualty
Oil & Gas E&P
Oil & Gas Refining & Marketing
Railroads
JCTR: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Business Services
Packaged Foods
Capital Markets
Software - Infrastructure
Specialty Retail
Credit Services
Diagnostics & Research
Semiconductors
Asset Management
Biotechnology
Information Technology Services
Drug Manufacturers - Major
Utilities - Regulated Electric
Household & Personal Products
Medical Devices
Oil & Gas E&P
REIT - Industrial
REIT - Residential
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