JCTR vs. EGUS ETF Comparison

Comparison of JPMorgan Carbon Transition U.S. Equity ETF (JCTR) to iShares ESG Aware MSCI USA Growth ETF (EGUS)
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
EGUS

iShares ESG Aware MSCI USA Growth ETF

EGUS Description iShares Trust - iShares ESG Aware MSCI USA Growth ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the MSCI USA Growth Extended ESG Focus Index, by using full replication technique. The fund does not invest in companies operating across tobacco, controversial weapons, producers and retailers of civilian firearms, and companies included in certain climate change-related activity such as the production of thermal coal, thermal coal-based power generation and extraction of oil sands. iShares Trust - iShares ESG Aware MSCI USA Growth ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$43.64

Average Daily Volume

758

Number of Holdings *

99

* may have additional holdings in another (foreign) market
Performance
Period JCTR EGUS
30 Days 4.02% 3.26%
60 Days 5.04% 5.95%
90 Days 6.88% 6.99%
12 Months 32.99% 35.35%
76 Overlapping Holdings
Symbol Grade Weight in JCTR Weight in EGUS Overlap
A D 0.14% 0.19% 0.14%
AAPL C 6.5% 11.74% 6.5%
ACN C 0.7% 0.24% 0.24%
ADBE C 0.65% 1.13% 0.65%
ADSK A 0.25% 1.0% 0.25%
ALNY D 0.11% 0.12% 0.11%
AMAT F 0.46% 1.0% 0.46%
AMD F 0.66% 0.84% 0.66%
AMZN C 3.3% 6.54% 3.3%
ANET C 0.37% 0.41% 0.37%
ANSS B 0.12% 0.6% 0.12%
BKNG A 0.69% 0.55% 0.55%
CDNS B 0.3% 0.4% 0.3%
CHD B 0.1% 0.54% 0.1%
CMG B 0.3% 0.11% 0.11%
COST B 0.57% 1.31% 0.57%
CRM B 0.33% 1.37% 0.33%
DAY B 0.04% 0.13% 0.04%
DECK A 0.1% 0.51% 0.1%
DXCM D 0.11% 0.1% 0.1%
ECL D 0.23% 0.81% 0.23%
ENPH F 0.06% 0.05% 0.05%
EW C 0.15% 0.56% 0.15%
GOOGL C 3.05% 1.78% 1.78%
GWW B 0.19% 0.96% 0.19%
HES B 0.03% 0.55% 0.03%
HLT A 0.15% 0.11% 0.11%
HUBB B 0.09% 0.2% 0.09%
HUBS A 0.13% 0.2% 0.13%
IDXX F 0.13% 0.57% 0.13%
IEX B 0.06% 0.18% 0.06%
INTU C 0.62% 1.26% 0.62%
IQV D 0.13% 0.22% 0.13%
ISRG A 0.68% 0.37% 0.37%
IT C 0.15% 0.31% 0.15%
KEYS A 0.11% 0.53% 0.11%
LII A 0.07% 0.42% 0.07%
LLY F 1.36% 2.22% 1.36%
LRCX F 0.06% 0.64% 0.06%
LULU C 0.14% 0.12% 0.12%
LW C 0.04% 0.12% 0.04%
MA C 1.13% 1.49% 1.13%
MCK B 0.3% 0.78% 0.3%
MCO B 0.28% 0.42% 0.28%
MDB C 0.07% 0.14% 0.07%
META D 1.93% 3.97% 1.93%
MRK F 0.32% 0.28% 0.28%
MRNA F 0.04% 0.07% 0.04%
MRVL B 0.29% 0.35% 0.29%
MSFT F 5.59% 10.76% 5.59%
MTD D 0.1% 0.08% 0.08%
NFLX A 1.07% 1.04% 1.04%
NOW A 0.73% 1.54% 0.73%
NVDA C 6.75% 13.57% 6.75%
OKTA C 0.03% 0.08% 0.03%
PANW C 0.45% 0.52% 0.45%
PGR A 0.56% 0.4% 0.4%
POOL C 0.05% 0.15% 0.05%
PTC A 0.08% 0.41% 0.08%
SBAC D 0.09% 0.27% 0.09%
SNPS B 0.3% 0.39% 0.3%
SPGI C 0.56% 0.38% 0.38%
TEAM A 0.14% 0.25% 0.14%
TRGP B 0.33% 0.58% 0.33%
TSCO D 0.11% 0.31% 0.11%
TSLA B 2.19% 3.52% 2.19%
TT A 0.31% 1.22% 0.31%
UBER D 0.48% 0.33% 0.33%
UNP C 0.09% 0.5% 0.09%
V A 1.21% 1.95% 1.21%
VEEV C 0.12% 0.26% 0.12%
VLTO D 0.1% 0.5% 0.1%
VRTX F 0.43% 0.64% 0.43%
WAT B 0.08% 0.45% 0.08%
WSM B 0.09% 0.52% 0.09%
ZS C 0.03% 0.11% 0.03%
JCTR Overweight 352 Positions Relative to EGUS
Symbol Grade Weight
AVGO D 1.63%
UNH C 1.18%
HD A 1.04%
BRK.A B 0.96%
CSCO B 0.77%
COP C 0.75%
JNJ D 0.69%
GS A 0.68%
LIN D 0.67%
CAT B 0.67%
MCD D 0.67%
AXP A 0.6%
MS A 0.57%
NEE D 0.56%
IBM C 0.55%
AMGN D 0.54%
SYK C 0.52%
WMB A 0.52%
BSX B 0.5%
WMT A 0.5%
C A 0.49%
OKE A 0.48%
PLTR B 0.47%
FI A 0.47%
SLB C 0.46%
ADP B 0.46%
BX A 0.45%
SCHW B 0.45%
CB C 0.43%
BAC A 0.41%
GILD C 0.41%
PLD D 0.4%
ABBV D 0.4%
DE A 0.35%
KKR A 0.35%
PH A 0.34%
CMCSA B 0.34%
WM A 0.33%
NKE D 0.33%
ICE C 0.33%
ORCL B 0.33%
ELV F 0.32%
PYPL B 0.32%
CI F 0.31%
CME A 0.31%
KLAC D 0.31%
ITW B 0.3%
VRSK A 0.3%
MSI B 0.3%
REGN F 0.29%
APO B 0.29%
EMR A 0.28%
AON A 0.28%
CTAS B 0.28%
CVS D 0.27%
CVX A 0.27%
WFC A 0.25%
COF B 0.25%
FANG D 0.24%
AJG B 0.24%
AFL B 0.23%
SPOT B 0.23%
BLK C 0.22%
ABNB C 0.22%
FTNT C 0.22%
TRV B 0.22%
SPG B 0.22%
ROP B 0.22%
TMO F 0.21%
PCAR B 0.21%
CARR D 0.21%
DHR F 0.2%
AWK D 0.2%
PSA D 0.2%
SRE A 0.2%
HAL C 0.2%
URI B 0.2%
SQ B 0.19%
ABT B 0.19%
MAR B 0.19%
QCOM F 0.19%
DIS B 0.18%
FIS C 0.18%
DHI D 0.18%
MET A 0.18%
O D 0.18%
EA A 0.17%
AME A 0.17%
CPRT A 0.17%
MSCI C 0.17%
PRU A 0.17%
PEG A 0.17%
T A 0.17%
NEM D 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%
RSG A 0.16%
AIG B 0.16%
EXC C 0.15%
FSLR F 0.15%
COR B 0.15%
DDOG A 0.15%
KMB D 0.15%
OTIS C 0.15%
TXN C 0.15%
CBRE B 0.15%
VZ C 0.15%
CCI D 0.15%
EIX B 0.14%
YUM B 0.14%
MNST C 0.14%
ROK B 0.13%
WAB B 0.13%
KDP D 0.13%
ED D 0.13%
STZ D 0.13%
EXR D 0.13%
EOG A 0.13%
GIS D 0.13%
RMD C 0.13%
SHW A 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%
PFE D 0.11%
NET B 0.11%
CMI A 0.11%
GPN B 0.11%
XYL D 0.11%
NDAQ A 0.11%
EFX F 0.11%
AZO C 0.11%
CSGP D 0.11%
SYF B 0.1%
PHM D 0.1%
TYL B 0.1%
DOV A 0.1%
HIG B 0.1%
ARES A 0.1%
IFF D 0.09%
CDW F 0.09%
LOW D 0.09%
KHC F 0.09%
HOOD B 0.09%
HSY F 0.09%
AR B 0.08%
TDY B 0.08%
MU D 0.08%
CLX B 0.08%
EXPE B 0.08%
ADM D 0.08%
LPLA A 0.08%
CBOE B 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%
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%
EL F 0.06%
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%
GWRE A 0.06%
AVY D 0.06%
RBA A 0.06%
GEN B 0.06%
NI A 0.06%
KIM A 0.06%
TRMB B 0.06%
EXPD D 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%
JEF A 0.05%
NDSN B 0.05%
TJX A 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%
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%
ALLE D 0.04%
INTC 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%
BBWI D 0.03%
ONTO D 0.03%
REXR F 0.03%
TAP C 0.03%
FE C 0.03%
ADI D 0.03%
GPC D 0.03%
WCC B 0.03%
MDT D 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%
SBUX A 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%
DUK C 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%
MMC B 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 23 Positions Relative to EGUS
Symbol Grade Weight
GOOG C -4.47%
GE D -0.73%
BR A -0.69%
ZTS D -0.68%
AXON A -0.44%
LNG B -0.39%
GDDY A -0.38%
WDAY B -0.36%
MELI D -0.32%
EME C -0.31%
FDS B -0.3%
DVA B -0.19%
STX D -0.16%
MOH F -0.15%
ODFL B -0.15%
DELL C -0.14%
WST C -0.13%
FICO B -0.13%
PWR A -0.12%
SNOW C -0.12%
WBD C -0.12%
BURL A -0.1%
EQH B -0.05%
Compare ETFs