JDIV vs. MGRO ETF Comparison
Comparison of JPMorgan Dividend Leaders ETF (JDIV) to SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF (MGRO)
JDIV
JPMorgan Dividend Leaders ETF
JDIV Description
JDIV seeks long-term capital growth and current income through investments in dividend-paying companies and equity-related instruments. Companies selected have been identified as attractively valued and considered dividend leaders. These companies are known to have dividend growth potential and/or can maintain high dividend payouts over time. Individual stock selection begins by assessing securities globally, to identify those with attractive opportunities for underlying earnings growth, resilient business models, strong free cash flow generation, and strong capital allocation. ESG factors are also considered. The portfolio will typically consist of 40 to 90 securities, denominated in US and foreign currencies. The fund is actively managed and may invest in securities of any capitalization but will focus on large-caps. Derivatives may also be utilized to better achieve its investment goals.
Grade (RS Rating)
Last Trade
$47.39
Average Daily Volume
1,143
40
MGRO
SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF
MGRO Description
The fund invests at least 80% of its total assets in securities that comprise the index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure growth companies. It is non-diversified.Grade (RS Rating)
Last Trade
$31.38
Average Daily Volume
272
38
Performance
Period | JDIV | MGRO |
---|---|---|
30 Days | -1.91% | 1.52% |
60 Days | 1.88% | |
90 Days | 3.64% | |
12 Months |
JDIV Overweight 36 Positions Relative to MGRO
Symbol | Grade | Weight | |
---|---|---|---|
META | D | 3.06% | |
FIS | C | 2.53% | |
UNH | C | 2.43% | |
MCD | D | 2.2% | |
MS | A | 2.12% | |
ACN | C | 2.06% | |
ABT | B | 1.94% | |
SO | D | 1.84% | |
BAC | A | 1.81% | |
NEE | D | 1.8% | |
JNJ | D | 1.78% | |
AVGO | D | 1.76% | |
CME | A | 1.71% | |
ABBV | D | 1.65% | |
MA | C | 1.42% | |
XOM | B | 1.41% | |
HON | B | 1.35% | |
WELL | A | 1.31% | |
CVX | A | 1.3% | |
LIN | D | 1.28% | |
LOW | D | 1.28% | |
ROST | C | 1.26% | |
MCHP | D | 1.17% | |
BKR | B | 1.13% | |
TSM | B | 1.13% | |
KO | D | 1.1% | |
WFC | A | 1.06% | |
TFC | A | 1.05% | |
ADI | D | 0.96% | |
STX | D | 0.81% | |
BMY | B | 0.76% | |
DOW | F | 0.75% | |
MRK | F | 0.74% | |
PLD | D | 0.73% | |
D | C | 0.67% | |
CMS | C | 0.44% |
JDIV Underweight 34 Positions Relative to MGRO
Symbol | Grade | Weight | |
---|---|---|---|
ADSK | A | -5.29% | |
TRU | D | -4.84% | |
AMZN | C | -4.66% | |
ROK | B | -4.63% | |
VEEV | C | -4.61% | |
ADBE | C | -4.28% | |
A | D | -3.97% | |
FTNT | C | -3.14% | |
MKTX | D | -3.08% | |
EL | F | -2.78% | |
ALLE | D | -2.68% | |
TYL | B | -2.63% | |
IEX | B | -2.47% | |
WST | C | -2.36% | |
GOOGL | C | -2.28% | |
WDAY | B | -2.26% | |
EFX | F | -2.18% | |
STZ | D | -2.16% | |
VRSN | F | -2.14% | |
ZBH | C | -2.13% | |
HII | D | -2.01% | |
KEYS | A | -2.01% | |
CTVA | C | -2.0% | |
CLX | B | -1.66% | |
WAT | B | -1.61% | |
DIS | B | -1.4% | |
ETSY | D | -1.06% | |
GEHC | F | -0.91% | |
BIO | D | -0.86% | |
NKE | D | -0.85% | |
TER | D | -0.83% | |
LRCX | F | -0.82% | |
ICE | C | -0.44% | |
TMO | F | -0.26% |
JDIV: Top Represented Industries & Keywords
MGRO: Top Represented Industries & Keywords