JCTR vs. FHEQ ETF Comparison
Comparison of JPMorgan Carbon Transition U.S. Equity ETF (JCTR) to Fidelity Hedged Equity ETF (FHEQ)
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
FHEQ
Fidelity Hedged Equity ETF
FHEQ Description
FHEQ is actively managed, investing in equity securities with market caps similar to the S&P 500 and Russell 1000. The fund utilizes quantitative analysis and options for downside protection.Grade (RS Rating)
Last Trade
$27.87
Average Daily Volume
24,517
Number of Holdings
*
168
* may have additional holdings in another (foreign) market
Performance
| Period | JCTR | FHEQ |
|---|---|---|
| 30 Days | 4.02% | 2.51% |
| 60 Days | 5.04% | 3.80% |
| 90 Days | 6.88% | 4.54% |
| 12 Months | 32.99% |
94 Overlapping Holdings
| Symbol | Grade | Weight in JCTR | Weight in FHEQ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.45% | 7.31% | 6.45% | |
| ABBV | D | 0.4% | 1.0% | 0.4% | |
| ADBE | C | 0.69% | 0.93% | 0.69% | |
| ADP | B | 0.47% | 0.16% | 0.16% | |
| ALLE | D | 0.04% | 0.44% | 0.04% | |
| AMAT | F | 0.5% | 0.7% | 0.5% | |
| AME | A | 0.17% | 0.22% | 0.17% | |
| AMGN | D | 0.55% | 0.24% | 0.24% | |
| AMT | D | 0.02% | 0.24% | 0.02% | |
| AMZN | C | 3.43% | 3.64% | 3.43% | |
| ANET | C | 0.37% | 0.08% | 0.08% | |
| AVGO | D | 1.69% | 1.49% | 1.49% | |
| AXP | A | 0.6% | 0.43% | 0.43% | |
| BAC | A | 0.41% | 1.17% | 0.41% | |
| BAH | F | 0.07% | 0.09% | 0.07% | |
| BBWI | D | 0.03% | 0.11% | 0.03% | |
| BLK | C | 0.22% | 0.23% | 0.22% | |
| BRK.A | B | 0.95% | 2.19% | 0.95% | |
| C | A | 0.49% | 0.54% | 0.49% | |
| CAT | B | 0.68% | 0.48% | 0.48% | |
| CI | F | 0.31% | 0.63% | 0.31% | |
| CLX | B | 0.08% | 0.2% | 0.08% | |
| CMCSA | B | 0.34% | 0.83% | 0.34% | |
| CME | A | 0.3% | 0.37% | 0.3% | |
| CMG | B | 0.31% | 0.49% | 0.31% | |
| COST | B | 0.56% | 0.45% | 0.45% | |
| CRM | B | 0.33% | 1.09% | 0.33% | |
| CSCO | B | 0.77% | 0.79% | 0.77% | |
| CTAS | B | 0.28% | 0.66% | 0.28% | |
| CVS | D | 0.26% | 0.22% | 0.22% | |
| CVX | A | 0.27% | 0.02% | 0.02% | |
| DIS | B | 0.17% | 0.57% | 0.17% | |
| ECL | D | 0.23% | 0.62% | 0.23% | |
| EOG | A | 0.13% | 0.43% | 0.13% | |
| FTNT | C | 0.22% | 0.24% | 0.22% | |
| GEN | B | 0.06% | 0.13% | 0.06% | |
| GILD | C | 0.43% | 0.73% | 0.43% | |
| GOOGL | C | 3.03% | 2.02% | 2.02% | |
| HD | A | 1.05% | 1.32% | 1.05% | |
| HLT | A | 0.15% | 0.18% | 0.15% | |
| IDXX | F | 0.13% | 0.26% | 0.13% | |
| INCY | C | 0.05% | 0.27% | 0.05% | |
| JNJ | D | 0.68% | 0.61% | 0.61% | |
| KLAC | D | 0.32% | 0.54% | 0.32% | |
| KR | B | 0.13% | 0.11% | 0.11% | |
| LLY | F | 1.42% | 0.76% | 0.76% | |
| LPLA | A | 0.08% | 0.03% | 0.03% | |
| LRCX | F | 0.06% | 0.23% | 0.06% | |
| LYFT | C | 0.03% | 0.06% | 0.03% | |
| MA | C | 1.14% | 1.34% | 1.14% | |
| META | D | 1.96% | 2.87% | 1.96% | |
| MMC | B | 0.02% | 0.52% | 0.02% | |
| MRK | F | 0.32% | 0.69% | 0.32% | |
| MS | A | 0.57% | 0.16% | 0.16% | |
| MSCI | C | 0.17% | 0.49% | 0.17% | |
| MSFT | F | 5.71% | 5.64% | 5.64% | |
| MSI | B | 0.3% | 0.26% | 0.26% | |
| MU | D | 0.08% | 0.47% | 0.08% | |
| NEE | D | 0.55% | 0.73% | 0.55% | |
| NFLX | A | 1.01% | 1.26% | 1.01% | |
| NOW | A | 0.74% | 0.34% | 0.34% | |
| NVDA | C | 6.75% | 7.27% | 6.75% | |
| ORCL | B | 0.33% | 0.04% | 0.04% | |
| PCAR | B | 0.22% | 0.42% | 0.22% | |
| PEGA | A | 0.01% | 0.16% | 0.01% | |
| PFE | D | 0.11% | 0.56% | 0.11% | |
| PGR | A | 0.56% | 0.63% | 0.56% | |
| PSA | D | 0.2% | 0.19% | 0.19% | |
| PYPL | B | 0.33% | 0.54% | 0.33% | |
| QCOM | F | 0.2% | 0.84% | 0.2% | |
| ROST | C | 0.06% | 0.1% | 0.06% | |
| RSG | A | 0.16% | 0.2% | 0.16% | |
| SCCO | F | 0.03% | 0.04% | 0.03% | |
| SCHW | B | 0.44% | 0.56% | 0.44% | |
| SPG | B | 0.21% | 0.16% | 0.16% | |
| SPGI | C | 0.56% | 0.28% | 0.28% | |
| SQ | B | 0.17% | 0.59% | 0.17% | |
| T | A | 0.16% | 0.67% | 0.16% | |
| TJX | A | 0.05% | 0.73% | 0.05% | |
| TMO | F | 0.22% | 0.26% | 0.22% | |
| TRV | B | 0.22% | 0.49% | 0.22% | |
| TSLA | B | 1.98% | 1.26% | 1.26% | |
| TT | A | 0.31% | 0.69% | 0.31% | |
| TWLO | A | 0.07% | 0.02% | 0.02% | |
| UBER | D | 0.49% | 0.14% | 0.14% | |
| UNH | C | 1.16% | 0.57% | 0.57% | |
| UNP | C | 0.09% | 0.73% | 0.09% | |
| V | A | 1.21% | 0.47% | 0.47% | |
| VEEV | C | 0.13% | 0.12% | 0.12% | |
| VZ | C | 0.15% | 0.18% | 0.15% | |
| WFC | A | 0.25% | 0.15% | 0.15% | |
| WM | A | 0.33% | 0.38% | 0.33% | |
| WMT | A | 0.48% | 0.8% | 0.48% | |
| ZBRA | B | 0.07% | 0.47% | 0.07% |
JCTR Overweight 334 Positions Relative to FHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| COP | C | 0.74% | |
| ACN | C | 0.71% | |
| MCD | D | 0.69% | |
| BKNG | A | 0.68% | |
| GS | A | 0.68% | |
| ISRG | A | 0.67% | |
| LIN | D | 0.67% | |
| AMD | F | 0.66% | |
| INTU | C | 0.66% | |
| IBM | C | 0.54% | |
| SYK | C | 0.51% | |
| WMB | A | 0.49% | |
| BSX | B | 0.48% | |
| OKE | A | 0.46% | |
| VRTX | F | 0.46% | |
| FI | A | 0.45% | |
| PANW | C | 0.45% | |
| SLB | C | 0.45% | |
| PLTR | B | 0.44% | |
| CB | C | 0.43% | |
| BX | A | 0.43% | |
| PLD | D | 0.39% | |
| NKE | D | 0.34% | |
| PH | A | 0.34% | |
| DE | A | 0.34% | |
| KKR | A | 0.34% | |
| ICE | C | 0.33% | |
| ELV | F | 0.32% | |
| SNPS | B | 0.31% | |
| TRGP | B | 0.31% | |
| MCK | B | 0.3% | |
| ITW | B | 0.3% | |
| VRSK | A | 0.3% | |
| CDNS | B | 0.3% | |
| REGN | F | 0.3% | |
| MCO | B | 0.29% | |
| MRVL | B | 0.29% | |
| APO | B | 0.29% | |
| EMR | A | 0.28% | |
| AON | A | 0.28% | |
| COF | B | 0.26% | |
| ADSK | A | 0.25% | |
| FANG | D | 0.24% | |
| SPOT | B | 0.24% | |
| AJG | B | 0.24% | |
| AFL | B | 0.23% | |
| ABNB | C | 0.22% | |
| ROP | B | 0.22% | |
| URI | B | 0.21% | |
| CARR | D | 0.21% | |
| DHR | F | 0.2% | |
| FIS | C | 0.19% | |
| AWK | D | 0.19% | |
| ABT | B | 0.19% | |
| GWW | B | 0.19% | |
| MAR | B | 0.19% | |
| HAL | C | 0.19% | |
| SRE | A | 0.19% | |
| NU | C | 0.18% | |
| O | D | 0.18% | |
| DHI | D | 0.18% | |
| MET | A | 0.18% | |
| AIG | B | 0.17% | |
| PRU | A | 0.17% | |
| CPRT | A | 0.17% | |
| PAYX | C | 0.17% | |
| TXN | C | 0.16% | |
| ES | D | 0.16% | |
| LEN | D | 0.16% | |
| NEM | D | 0.16% | |
| PEG | A | 0.16% | |
| DFS | B | 0.16% | |
| EA | A | 0.16% | |
| EW | C | 0.15% | |
| TEAM | A | 0.15% | |
| LULU | C | 0.15% | |
| MNST | C | 0.15% | |
| COR | B | 0.15% | |
| CCI | D | 0.15% | |
| OTIS | C | 0.15% | |
| CBRE | B | 0.15% | |
| FSLR | F | 0.15% | |
| IT | C | 0.15% | |
| IR | B | 0.15% | |
| IQV | D | 0.14% | |
| EXC | C | 0.14% | |
| A | D | 0.14% | |
| YUM | B | 0.14% | |
| DDOG | A | 0.14% | |
| KMB | D | 0.14% | |
| RMD | C | 0.13% | |
| WAB | B | 0.13% | |
| EXR | D | 0.13% | |
| ROK | B | 0.13% | |
| STZ | D | 0.13% | |
| EIX | B | 0.13% | |
| HUBS | A | 0.13% | |
| KDP | D | 0.13% | |
| GIS | D | 0.13% | |
| AZO | C | 0.12% | |
| ALNY | D | 0.12% | |
| SYY | B | 0.12% | |
| EFX | F | 0.12% | |
| SHW | A | 0.12% | |
| AVB | B | 0.12% | |
| ACGL | D | 0.12% | |
| ED | D | 0.12% | |
| EBAY | D | 0.11% | |
| MTD | D | 0.11% | |
| NDAQ | A | 0.11% | |
| CMI | A | 0.11% | |
| DXCM | D | 0.11% | |
| XYL | D | 0.11% | |
| GPN | B | 0.11% | |
| TSCO | D | 0.11% | |
| CSGP | D | 0.11% | |
| ANSS | B | 0.11% | |
| TTWO | A | 0.11% | |
| HSY | F | 0.1% | |
| SYF | B | 0.1% | |
| CHD | B | 0.1% | |
| PHM | D | 0.1% | |
| DECK | A | 0.1% | |
| TYL | B | 0.1% | |
| KEYS | A | 0.1% | |
| HIG | B | 0.1% | |
| ARES | A | 0.1% | |
| NET | B | 0.1% | |
| DOV | A | 0.1% | |
| PTC | A | 0.09% | |
| IFF | D | 0.09% | |
| SBAC | D | 0.09% | |
| HUBB | B | 0.09% | |
| CDW | F | 0.09% | |
| LOW | D | 0.09% | |
| KHC | F | 0.09% | |
| VLTO | D | 0.09% | |
| TDY | B | 0.08% | |
| OMC | C | 0.08% | |
| CBOE | B | 0.08% | |
| WAT | B | 0.08% | |
| HOOD | B | 0.08% | |
| ADM | D | 0.08% | |
| EXPE | B | 0.08% | |
| WRB | A | 0.07% | |
| IEX | B | 0.07% | |
| MAS | D | 0.07% | |
| HOLX | D | 0.07% | |
| SNA | A | 0.07% | |
| K | A | 0.07% | |
| IBKR | A | 0.07% | |
| LYV | A | 0.07% | |
| LII | A | 0.07% | |
| AR | B | 0.07% | |
| MKC | D | 0.07% | |
| ULTA | F | 0.07% | |
| ESS | B | 0.07% | |
| MDB | C | 0.07% | |
| CSL | C | 0.07% | |
| TRU | D | 0.07% | |
| FOXA | B | 0.06% | |
| RGA | A | 0.06% | |
| NI | A | 0.06% | |
| TSN | B | 0.06% | |
| GWRE | A | 0.06% | |
| PINS | D | 0.06% | |
| RBA | A | 0.06% | |
| AVY | D | 0.06% | |
| KIM | A | 0.06% | |
| ENPH | F | 0.06% | |
| EPAM | C | 0.06% | |
| NTRA | B | 0.06% | |
| TRMB | B | 0.06% | |
| WSM | B | 0.06% | |
| TOST | B | 0.06% | |
| CNP | B | 0.06% | |
| EXPD | D | 0.06% | |
| PODD | C | 0.06% | |
| CASY | A | 0.05% | |
| GLOB | B | 0.05% | |
| GNRC | B | 0.05% | |
| CLH | B | 0.05% | |
| MRNA | F | 0.05% | |
| REG | B | 0.05% | |
| RNR | C | 0.05% | |
| USFD | A | 0.05% | |
| POOL | C | 0.05% | |
| TW | A | 0.05% | |
| ALB | C | 0.05% | |
| JEF | A | 0.05% | |
| ACM | A | 0.05% | |
| PSTG | D | 0.05% | |
| NDSN | B | 0.05% | |
| GGG | B | 0.05% | |
| Z | A | 0.05% | |
| EG | C | 0.05% | |
| EL | F | 0.05% | |
| UDR | B | 0.05% | |
| CUBE | D | 0.04% | |
| HAS | D | 0.04% | |
| OKTA | C | 0.04% | |
| GME | C | 0.04% | |
| MTZ | B | 0.04% | |
| MKTX | D | 0.04% | |
| SSD | D | 0.04% | |
| FND | C | 0.04% | |
| AYI | B | 0.04% | |
| LW | C | 0.04% | |
| OHI | C | 0.04% | |
| SJM | D | 0.04% | |
| WFRD | D | 0.04% | |
| NVT | B | 0.04% | |
| FRT | B | 0.04% | |
| TPR | B | 0.04% | |
| FLS | B | 0.04% | |
| PCTY | B | 0.04% | |
| WPC | D | 0.04% | |
| AFRM | B | 0.04% | |
| JLL | D | 0.04% | |
| TTEK | F | 0.04% | |
| BG | F | 0.04% | |
| IPG | D | 0.04% | |
| WTRG | B | 0.04% | |
| PRI | A | 0.04% | |
| JKHY | D | 0.04% | |
| ALLY | C | 0.04% | |
| PFGC | B | 0.04% | |
| LAD | A | 0.04% | |
| DAY | B | 0.04% | |
| CAG | D | 0.04% | |
| AMH | D | 0.04% | |
| CHRW | C | 0.04% | |
| INTC | D | 0.04% | |
| KMX | B | 0.04% | |
| BXP | D | 0.04% | |
| FMC | D | 0.03% | |
| ACI | C | 0.03% | |
| CFLT | B | 0.03% | |
| G | B | 0.03% | |
| WEX | D | 0.03% | |
| CPB | D | 0.03% | |
| CNH | C | 0.03% | |
| LSCC | D | 0.03% | |
| ESI | A | 0.03% | |
| RGEN | D | 0.03% | |
| CE | F | 0.03% | |
| CIEN | B | 0.03% | |
| HES | B | 0.03% | |
| ELS | C | 0.03% | |
| VFC | C | 0.03% | |
| REXR | F | 0.03% | |
| INGR | B | 0.03% | |
| MORN | B | 0.03% | |
| RHI | B | 0.03% | |
| FE | C | 0.03% | |
| ONTO | D | 0.03% | |
| ZS | C | 0.03% | |
| ADI | D | 0.03% | |
| TAP | C | 0.03% | |
| GPC | D | 0.03% | |
| SMCI | F | 0.03% | |
| WCC | B | 0.03% | |
| MDT | D | 0.03% | |
| VNT | B | 0.02% | |
| CWEN | C | 0.02% | |
| HUN | F | 0.02% | |
| FLO | D | 0.02% | |
| U | C | 0.02% | |
| YETI | C | 0.02% | |
| POST | C | 0.02% | |
| STAG | F | 0.02% | |
| WEN | D | 0.02% | |
| LSTR | D | 0.02% | |
| CGNX | C | 0.02% | |
| COTY | F | 0.02% | |
| BSY | D | 0.02% | |
| HAYW | B | 0.02% | |
| AGNC | D | 0.02% | |
| RYN | D | 0.02% | |
| PAG | B | 0.02% | |
| WHR | B | 0.02% | |
| SBUX | A | 0.02% | |
| WU | D | 0.02% | |
| DV | C | 0.02% | |
| MTCH | D | 0.02% | |
| STWD | C | 0.02% | |
| DLR | B | 0.02% | |
| MIDD | C | 0.02% | |
| ETSY | D | 0.02% | |
| PLNT | A | 0.02% | |
| ASH | D | 0.02% | |
| WBA | F | 0.02% | |
| DUK | C | 0.02% | |
| XP | F | 0.02% | |
| DLB | B | 0.02% | |
| AMG | B | 0.02% | |
| NFG | A | 0.02% | |
| MKSI | C | 0.02% | |
| SLM | A | 0.02% | |
| FCN | D | 0.02% | |
| AXS | A | 0.02% | |
| FRPT | B | 0.02% | |
| OLED | D | 0.02% | |
| VVV | F | 0.02% | |
| UGI | A | 0.02% | |
| MSA | D | 0.02% | |
| RL | B | 0.02% | |
| PATH | C | 0.02% | |
| SKX | D | 0.02% | |
| BRX | A | 0.02% | |
| CROX | D | 0.02% | |
| AL | B | 0.02% | |
| NFE | D | 0.01% | |
| SIRI | C | 0.01% | |
| CHH | A | 0.01% | |
| AGR | B | 0.01% | |
| TPG | A | 0.01% | |
| DNB | B | 0.01% | |
| CERT | F | 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% | |
| ENOV | C | 0.01% | |
| ELF | C | 0.01% | |
| ZI | D | 0.01% | |
| IRDM | D | 0.01% | |
| W | F | 0.01% | |
| BHF | B | 0.0% | |
| MPW | F | 0.0% | |
| PINC | B | 0.0% | |
| SMG | D | 0.0% |
JCTR Underweight 74 Positions Relative to FHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -1.82% | |
| GOOG | C | -1.74% | |
| XOM | B | -1.54% | |
| PM | B | -0.92% | |
| PG | A | -0.87% | |
| LMT | D | -0.69% | |
| BMY | B | -0.68% | |
| BDX | F | -0.59% | |
| CL | D | -0.58% | |
| NOC | D | -0.56% | |
| SEIC | B | -0.54% | |
| DVN | F | -0.53% | |
| ZM | B | -0.52% | |
| CVNA | B | -0.52% | |
| TXT | D | -0.51% | |
| DBX | B | -0.51% | |
| GE | D | -0.45% | |
| IGT | F | -0.45% | |
| RTX | C | -0.44% | |
| CSX | B | -0.43% | |
| EXEL | B | -0.43% | |
| CAH | B | -0.4% | |
| ALRM | C | -0.4% | |
| BK | A | -0.36% | |
| TDC | D | -0.35% | |
| PPG | F | -0.34% | |
| ANF | C | -0.33% | |
| LDOS | C | -0.32% | |
| NUE | C | -0.32% | |
| MEDP | D | -0.31% | |
| GRMN | B | -0.31% | |
| CACI | D | -0.3% | |
| TMUS | B | -0.29% | |
| SKYW | B | -0.29% | |
| HWM | A | -0.27% | |
| NSC | B | -0.26% | |
| TROW | B | -0.23% | |
| LHX | C | -0.23% | |
| MGM | D | -0.22% | |
| MMM | D | -0.22% | |
| BIIB | F | -0.21% | |
| XEL | A | -0.21% | |
| GL | B | -0.2% | |
| GAP | C | -0.18% | |
| DOCU | A | -0.18% | |
| GEHC | F | -0.17% | |
| LNW | D | -0.17% | |
| FTI | A | -0.17% | |
| WDAY | B | -0.16% | |
| F | C | -0.15% | |
| TPH | D | -0.15% | |
| ETN | A | -0.15% | |
| DASH | A | -0.12% | |
| CINF | A | -0.12% | |
| SOLV | C | -0.12% | |
| NBIX | C | -0.11% | |
| QRVO | F | -0.11% | |
| VST | B | -0.11% | |
| PLTK | B | -0.1% | |
| MKL | A | -0.09% | |
| DOC | D | -0.08% | |
| ALL | A | -0.07% | |
| BCC | B | -0.07% | |
| MDLZ | F | -0.07% | |
| L | A | -0.07% | |
| TENB | C | -0.06% | |
| CRUS | D | -0.06% | |
| BLD | D | -0.05% | |
| UTHR | C | -0.05% | |
| QGEN | D | -0.04% | |
| MHO | D | -0.02% | |
| UNM | A | -0.01% | |
| NWL | B | -0.01% | |
| OGE | 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
FHEQ: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Insurance - Property & Casualty
Apparel Stores
Capital Markets
Semiconductors
Telecom Services
Aerospace & Defense
Asset Management
Banks - Global
Biotechnology
Credit Services
Diagnostics & Research
Household & Personal Products
Software - Infrastructure
Specialty Industrial Machinery
Business Services
Communication Equipment
Diversified Industrials
Health Care Plans
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