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      JCTR vs. EFIV ETF Comparison

      Comparison of JPMorgan Carbon Transition U.S. Equity ETF (JCTR) to SPDR S&P 500 ESG ETF (EFIV)
      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
      EFIV

      SPDR S&P 500 ESG ETF

      EFIV Description • Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

      Grade (RS Rating)

      Last Trade

      $57.77

      Average Daily Volume

      109,257

      Number of Holdings *

      313

      * may have additional holdings in another (foreign) market
      Performance
      Period JCTR EFIV
      30 Days 4.02% 2.81%
      60 Days 5.04% 4.79%
      90 Days 6.88% 5.59%
      12 Months 32.99% 30.64%
      200 Overlapping Holdings
      Symbol Grade Weight in JCTR Weight in EFIV Overlap
      A D 0.14% 0.1% 0.1%
      AAPL C 6.5% 9.78% 6.5%
      ABBV D 0.4% 0.83% 0.4%
      ABT B 0.19% 0.57% 0.19%
      ACGL D 0.12% 0.1% 0.1%
      ACN C 0.7% 0.63% 0.63%
      ADBE C 0.65% 0.62% 0.62%
      ADM D 0.08% 0.07% 0.07%
      ADP B 0.46% 0.34% 0.34%
      ADSK A 0.25% 0.19% 0.19%
      AFL B 0.23% 0.16% 0.16%
      AIG B 0.16% 0.13% 0.13%
      AJG B 0.24% 0.18% 0.18%
      ALB C 0.06% 0.04% 0.04%
      ALLE D 0.04% 0.03% 0.03%
      AMAT F 0.46% 0.4% 0.4%
      AMD F 0.66% 0.63% 0.63%
      AME A 0.17% 0.13% 0.13%
      AMGN D 0.54% 0.43% 0.43%
      AMT D 0.02% 0.26% 0.02%
      AON A 0.28% 0.23% 0.23%
      AVB B 0.12% 0.09% 0.09%
      AVY D 0.06% 0.05% 0.05%
      AWK D 0.2% 0.08% 0.08%
      AXP A 0.6% 0.45% 0.45%
      BAC A 0.41% 0.87% 0.41%
      BLK C 0.22% 0.4% 0.22%
      BSX B 0.5% 0.37% 0.37%
      BXP D 0.04% 0.03% 0.03%
      C A 0.49% 0.37% 0.37%
      CAG D 0.04% 0.04% 0.04%
      CARR D 0.21% 0.18% 0.18%
      CAT B 0.67% 0.52% 0.52%
      CB C 0.43% 0.3% 0.3%
      CBOE B 0.08% 0.06% 0.06%
      CBRE B 0.15% 0.11% 0.11%
      CHRW C 0.04% 0.04% 0.04%
      CI F 0.31% 0.25% 0.25%
      CMCSA B 0.34% 0.47% 0.34%
      CME A 0.31% 0.23% 0.23%
      CMG B 0.3% 0.23% 0.23%
      CMI A 0.11% 0.14% 0.11%
      COF B 0.25% 0.19% 0.19%
      COR B 0.15% 0.12% 0.12%
      COST B 0.57% 1.16% 0.57%
      CPB D 0.03% 0.02% 0.02%
      CRM B 0.33% 0.89% 0.33%
      CSCO B 0.77% 0.65% 0.65%
      CSGP D 0.11% 0.09% 0.09%
      CTAS B 0.28% 0.21% 0.21%
      CVS D 0.27% 0.2% 0.2%
      CVX A 0.27% 0.77% 0.27%
      DAY B 0.04% 0.03% 0.03%
      DE A 0.35% 0.29% 0.29%
      DECK A 0.1% 0.08% 0.08%
      DFS B 0.16% 0.12% 0.12%
      DHI D 0.18% 0.13% 0.13%
      DHR F 0.2% 0.42% 0.2%
      DIS B 0.18% 0.58% 0.18%
      DLR B 0.02% 0.16% 0.02%
      DOV A 0.1% 0.08% 0.08%
      EA A 0.17% 0.11% 0.11%
      EBAY D 0.11% 0.08% 0.08%
      ECL D 0.23% 0.17% 0.17%
      ED D 0.13% 0.09% 0.09%
      EG C 0.06% 0.04% 0.04%
      EIX B 0.14% 0.09% 0.09%
      EL F 0.06% 0.04% 0.04%
      ELV F 0.32% 0.26% 0.26%
      EMR A 0.28% 0.21% 0.21%
      ES D 0.16% 0.06% 0.06%
      EW C 0.15% 0.12% 0.12%
      EXC C 0.15% 0.11% 0.11%
      EXPE B 0.08% 0.06% 0.06%
      EXR D 0.13% 0.1% 0.1%
      FANG D 0.24% 0.09% 0.09%
      FI A 0.47% 0.35% 0.35%
      FIS C 0.18% 0.13% 0.13%
      FMC D 0.03% 0.02% 0.02%
      FRT B 0.04% 0.02% 0.02%
      GILD C 0.41% 0.31% 0.31%
      GIS D 0.13% 0.1% 0.1%
      GOOGL C 3.05% 2.9% 2.9%
      GPC D 0.03% 0.05% 0.03%
      GPN B 0.11% 0.08% 0.08%
      GS A 0.68% 0.52% 0.52%
      GWW B 0.19% 0.15% 0.15%
      HAL C 0.2% 0.08% 0.08%
      HAS D 0.03% 0.02% 0.02%
      HD A 1.04% 1.11% 1.04%
      HES B 0.03% 0.11% 0.03%
      HIG B 0.1% 0.1% 0.1%
      HLT A 0.15% 0.17% 0.15%
      HOLX D 0.07% 0.05% 0.05%
      HSY F 0.09% 0.07% 0.07%
      HUBB B 0.09% 0.07% 0.07%
      ICE C 0.33% 0.25% 0.25%
      IDXX F 0.13% 0.1% 0.1%
      IEX B 0.06% 0.05% 0.05%
      IFF D 0.09% 0.06% 0.06%
      INCY C 0.04% 0.03% 0.03%
      INTC D 0.04% 0.29% 0.04%
      IPG D 0.04% 0.03% 0.03%
      IR B 0.16% 0.12% 0.12%
      ITW B 0.3% 0.2% 0.2%
      JKHY D 0.04% 0.03% 0.03%
      K A 0.07% 0.06% 0.06%
      KDP D 0.13% 0.1% 0.1%
      KHC F 0.09% 0.08% 0.08%
      KIM A 0.06% 0.05% 0.05%
      KLAC D 0.31% 0.23% 0.23%
      KMX B 0.04% 0.03% 0.03%
      KR B 0.12% 0.11% 0.11%
      LIN D 0.67% 0.61% 0.61%
      LLY F 1.36% 1.67% 1.36%
      LOW D 0.09% 0.42% 0.09%
      LRCX F 0.06% 0.26% 0.06%
      LULU C 0.14% 0.1% 0.1%
      LW C 0.04% 0.03% 0.03%
      MA C 1.13% 1.19% 1.13%
      MAR B 0.19% 0.18% 0.18%
      MAS D 0.06% 0.05% 0.05%
      MCD D 0.67% 0.59% 0.59%
      MCO B 0.28% 0.21% 0.21%
      MDT D 0.03% 0.3% 0.03%
      MET A 0.18% 0.14% 0.14%
      MKC D 0.07% 0.05% 0.05%
      MKTX D 0.04% 0.03% 0.03%
      MMC B 0.02% 0.31% 0.02%
      MRK F 0.32% 0.69% 0.32%
      MRNA F 0.04% 0.04% 0.04%
      MS A 0.57% 0.46% 0.46%
      MSCI C 0.17% 0.13% 0.13%
      MSFT F 5.59% 8.67% 5.59%
      MTD D 0.1% 0.07% 0.07%
      MU D 0.08% 0.31% 0.08%
      NDAQ A 0.11% 0.09% 0.09%
      NEE D 0.56% 0.44% 0.44%
      NEM D 0.17% 0.14% 0.14%
      NKE D 0.33% 0.25% 0.25%
      NVDA C 6.75% 10.08% 6.75%
      OKE A 0.48% 0.19% 0.19%
      OMC C 0.07% 0.05% 0.05%
      OTIS C 0.15% 0.11% 0.11%
      PAYX C 0.17% 0.13% 0.13%
      PCAR B 0.21% 0.16% 0.16%
      PEG A 0.17% 0.13% 0.13%
      PH A 0.34% 0.25% 0.25%
      PHM D 0.1% 0.07% 0.07%
      PLD D 0.4% 0.3% 0.3%
      POOL C 0.05% 0.04% 0.04%
      PRU A 0.17% 0.12% 0.12%
      PSA D 0.2% 0.15% 0.15%
      PYPL B 0.32% 0.24% 0.24%
      QCOM F 0.19% 0.48% 0.19%
      REG B 0.05% 0.03% 0.03%
      REGN F 0.29% 0.22% 0.22%
      RL B 0.02% 0.02% 0.02%
      RMD C 0.13% 0.1% 0.1%
      ROK B 0.13% 0.09% 0.09%
      ROST C 0.06% 0.13% 0.06%
      RSG A 0.16% 0.12% 0.12%
      SBAC D 0.09% 0.07% 0.07%
      SBUX A 0.02% 0.31% 0.02%
      SCHW B 0.45% 0.34% 0.34%
      SHW A 0.12% 0.24% 0.12%
      SJM D 0.04% 0.03% 0.03%
      SLB C 0.46% 0.17% 0.17%
      SPGI C 0.56% 0.45% 0.45%
      SRE A 0.2% 0.17% 0.17%
      SYF B 0.1% 0.07% 0.07%
      SYK C 0.52% 0.37% 0.37%
      SYY B 0.12% 0.1% 0.1%
      T A 0.17% 0.46% 0.17%
      TAP C 0.03% 0.03% 0.03%
      TJX A 0.05% 0.38% 0.05%
      TPR B 0.04% 0.04% 0.04%
      TRGP B 0.33% 0.13% 0.13%
      TRV B 0.22% 0.16% 0.16%
      TSCO D 0.11% 0.08% 0.08%
      TSLA B 2.19% 2.67% 2.19%
      TSN B 0.06% 0.05% 0.05%
      TT A 0.31% 0.26% 0.26%
      TTWO A 0.12% 0.08% 0.08%
      UBER D 0.48% 0.41% 0.41%
      UDR B 0.05% 0.04% 0.04%
      ULTA F 0.06% 0.05% 0.05%
      UNH C 1.18% 1.56% 1.18%
      UNP C 0.09% 0.4% 0.09%
      URI B 0.2% 0.16% 0.16%
      V A 1.21% 1.44% 1.21%
      VRSK A 0.3% 0.11% 0.11%
      WAB B 0.13% 0.1% 0.1%
      WAT B 0.08% 0.06% 0.06%
      WBA F 0.02% 0.02% 0.02%
      WM A 0.33% 0.22% 0.22%
      WMB A 0.52% 0.2% 0.2%
      WMT A 0.5% 1.06% 0.5%
      XYL D 0.11% 0.08% 0.08%
      YUM B 0.14% 0.1% 0.1%
      JCTR Overweight 228 Positions Relative to EFIV
      Symbol Grade Weight
      AMZN C 3.3%
      META D 1.93%
      AVGO D 1.63%
      NFLX A 1.07%
      BRK.A B 0.96%
      COP C 0.75%
      NOW A 0.73%
      BKNG A 0.69%
      JNJ D 0.69%
      ISRG A 0.68%
      INTU C 0.62%
      PGR A 0.56%
      IBM C 0.55%
      PLTR B 0.47%
      BX A 0.45%
      PANW C 0.45%
      VRTX F 0.43%
      ANET C 0.37%
      KKR A 0.35%
      ORCL B 0.33%
      MSI B 0.3%
      MCK B 0.3%
      CDNS B 0.3%
      SNPS B 0.3%
      MRVL B 0.29%
      APO B 0.29%
      WFC A 0.25%
      SPOT B 0.23%
      ABNB C 0.22%
      FTNT C 0.22%
      SPG B 0.22%
      ROP B 0.22%
      TMO F 0.21%
      SQ B 0.19%
      O D 0.18%
      CPRT A 0.17%
      LEN D 0.16%
      NU C 0.16%
      FSLR F 0.15%
      IT C 0.15%
      DDOG A 0.15%
      KMB D 0.15%
      TXN C 0.15%
      VZ C 0.15%
      CCI D 0.15%
      MNST C 0.14%
      TEAM A 0.14%
      STZ D 0.13%
      HUBS A 0.13%
      EOG A 0.13%
      IQV D 0.13%
      ANSS B 0.12%
      VEEV C 0.12%
      PFE D 0.11%
      NET B 0.11%
      KEYS A 0.11%
      DXCM D 0.11%
      EFX F 0.11%
      AZO C 0.11%
      ALNY D 0.11%
      VLTO D 0.1%
      TYL B 0.1%
      CHD B 0.1%
      ARES A 0.1%
      WSM B 0.09%
      CDW F 0.09%
      HOOD B 0.09%
      AR B 0.08%
      TDY B 0.08%
      CLX B 0.08%
      LPLA A 0.08%
      PTC A 0.08%
      PODD C 0.07%
      WRB A 0.07%
      SNA A 0.07%
      TOST B 0.07%
      TWLO A 0.07%
      CNP B 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%
      LYV A 0.07%
      RGA A 0.06%
      Z A 0.06%
      PINS D 0.06%
      EPAM C 0.06%
      GWRE A 0.06%
      RBA A 0.06%
      GEN B 0.06%
      NI A 0.06%
      ENPH F 0.06%
      TRMB B 0.06%
      EXPD D 0.06%
      CLH B 0.05%
      CASY A 0.05%
      AFRM B 0.05%
      SMCI F 0.05%
      USFD A 0.05%
      RNR 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%
      AYI B 0.04%
      CUBE D 0.04%
      SSD D 0.04%
      PCTY B 0.04%
      MTZ B 0.04%
      WFRD D 0.04%
      GME C 0.04%
      OHI C 0.04%
      FND C 0.04%
      NVT B 0.04%
      JLL D 0.04%
      TTEK F 0.04%
      FLS B 0.04%
      BG F 0.04%
      WPC D 0.04%
      PRI A 0.04%
      ALLY C 0.04%
      PFGC B 0.04%
      WTRG B 0.04%
      LAD A 0.04%
      GLOB B 0.04%
      AMH D 0.04%
      GNRC B 0.04%
      BRX A 0.03%
      ACI C 0.03%
      CFLT B 0.03%
      G B 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%
      BBWI D 0.03%
      ZS C 0.03%
      ONTO D 0.03%
      REXR F 0.03%
      FE C 0.03%
      ADI D 0.03%
      WCC B 0.03%
      OKTA C 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%
      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%
      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%
      DUK C 0.02%
      NFG A 0.02%
      SLM A 0.02%
      FCN D 0.02%
      AXS A 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%
      JCTR Underweight 113 Positions Relative to EFIV
      Symbol Grade Weight
      GOOG C -2.39%
      JPM A -1.92%
      XOM B -1.5%
      PG A -1.13%
      KO D -0.69%
      PEP F -0.61%
      GE D -0.54%
      ETN A -0.4%
      BMY B -0.33%
      TMUS B -0.32%
      UPS C -0.27%
      EQIX A -0.25%
      MDLZ F -0.24%
      PNC B -0.23%
      CL D -0.22%
      USB A -0.22%
      WELL A -0.22%
      ZTS D -0.22%
      APD A -0.2%
      CSX B -0.19%
      FCX D -0.18%
      BDX F -0.18%
      GM B -0.17%
      TFC A -0.17%
      JCI C -0.16%
      RCL A -0.16%
      TGT F -0.16%
      BK A -0.16%
      NSC B -0.16%
      ALL A -0.15%
      MPC D -0.15%
      KMI A -0.15%
      PSX C -0.15%
      AMP A -0.15%
      PWR A -0.14%
      VLO C -0.13%
      BKR B -0.12%
      AXON A -0.12%
      CTVA C -0.11%
      DAL C -0.11%
      IRM D -0.1%
      OXY D -0.1%
      HUM C -0.1%
      MTB A -0.1%
      HPQ B -0.1%
      DOW F -0.09%
      CNC D -0.09%
      FITB A -0.09%
      WTW B -0.09%
      ETR B -0.09%
      SW A -0.08%
      HPE B -0.08%
      EQT B -0.08%
      PPG F -0.08%
      STT A -0.08%
      ON D -0.08%
      CAH B -0.08%
      RJF A -0.08%
      DVN F -0.07%
      RF A -0.07%
      EQR B -0.07%
      CCL B -0.07%
      HBAN A -0.07%
      CPAY A -0.07%
      BR A -0.07%
      TROW B -0.07%
      VTR C -0.07%
      FTV C -0.07%
      CFG B -0.06%
      WDC D -0.06%
      LYB F -0.06%
      NTRS A -0.06%
      ZBH C -0.06%
      WY D -0.06%
      BIIB F -0.06%
      CF B -0.05%
      ARE D -0.05%
      BAX D -0.05%
      BBY D -0.05%
      PNR A -0.05%
      LVS C -0.05%
      FDS B -0.05%
      KEY B -0.05%
      PFG D -0.05%
      DGX A -0.05%
      BALL D -0.05%
      SWK D -0.04%
      AKAM D -0.04%
      RVTY F -0.04%
      APTV D -0.04%
      JBHT C -0.04%
      AMCR D -0.04%
      DOC D -0.04%
      LKQ D -0.03%
      GL B -0.03%
      CRL C -0.03%
      NWSA B -0.03%
      NCLH B -0.03%
      AIZ A -0.03%
      HST C -0.03%
      PARA C -0.02%
      BEN C -0.02%
      MHK D -0.02%
      DVA B -0.02%
      BWA D -0.02%
      IVZ B -0.02%
      CZR F -0.02%
      MOS F -0.02%
      WYNN D -0.02%
      MGM D -0.02%
      TFX F -0.02%
      HRL D -0.02%
      NWS B -0.01%

      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
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Natural Gas Dow Jones Component Real Estate Investment Trust Electronics Telecommunications Chemical Electricity Mining Mobile Devices Cloud Computing Medicine IBD 50 Insurance Products Retailing Semiconductor Clothing

      EFIV: Top Represented Industries & Keywords

      Industries: Business Services Diversified Industrials Banks - Regional - US Capital Markets Packaged Foods Asset Management Diagnostics & Research Credit Services Drug Manufacturers - Major Specialty Chemicals Health Care Plans Leisure Medical Devices Software - Application Insurance - Life Medical Instruments & Supplies Oil & Gas E&P Semiconductors Specialty Retail Agricultural Inputs
      Keywords: S&P 500 Nasdaq 100 Insurance Dow Jones Component Natural Gas Bank Banking Medicine Real Estate Investment Trust Chemical Investment Bank Computing Insurance Products Mining Petroleum Industry Disability Beverage Cash Management Electronics Financial Products
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