JGLO vs. CHGX ETF Comparison

Comparison of JPMorgan Global Select Equity ETF (JGLO) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)

JGLO

JPMorgan Global Select Equity ETF

JGLO Description

The fund invests primarily in equity securities of companies in global developed markets. The fund also may invest in global emerging markets. Global developed markets include Australia, Canada, Israel, Japan, New Zealand, Singapore, the United Kingdom, the United States, most of the countries of Western Europe and Hong Kong; global emerging markets include most of the other countries in the world.

Grade (RS Rating)

Last Trade

$62.55

Average Daily Volume

416,241

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CHGX

Change Finance U.S. Large Cap Fossil Fuel Free ETF

CHGX Description

The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.

Grade (RS Rating)

Last Trade

$39.69

Average Daily Volume

6,282

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

Performance

Period	JGLO	CHGX
30 Days	-1.17%	2.24%
60 Days	1.51%	4.05%
90 Days	0.97%	5.56%
12 Months	25.76%	27.38%

17 Overlapping Holdings

Symbol	Grade	Weight in JGLO	Weight in CHGX	Overlap
AAPL	C	2.78%	0.96%	0.96%
ABBV	F	1.07%	0.83%	0.83%
ABT	B	1.3%	0.97%	0.97%
ACN	B	1.31%	1.02%	1.02%
AMD	F	0.44%	0.9%	0.44%
AON	A	1.15%	1.05%	1.05%
CRM	B	1.41%	1.26%	1.26%
DIS	B	0.49%	1.16%	0.49%
FIS	C	1.23%	1.03%	1.03%
JNJ	C	1.92%	0.88%	0.88%
MA	B	2.83%	1.03%	1.03%
MCHP	F	0.56%	0.77%	0.56%
MU	D	0.79%	0.99%	0.79%
NVDA	B	6.63%	1.18%	1.18%
PLD	F	0.47%	0.86%	0.47%
ROST	D	1.67%	0.91%	0.91%
SCHW	B	0.83%	1.18%	0.83%

JGLO Overweight 33 Positions Relative to CHGX

Symbol	Grade	Weight
MSFT	D	6.23%
AMZN	C	5.7%
UNH	B	3.36%
META	D	3.33%
XOM	B	2.34%
OTIS	C	2.34%
BAC	A	1.95%
SO	C	1.78%
YUM	D	1.77%
WFC	A	1.41%
FI	A	1.29%
BKR	A	1.26%
TSM	B	1.16%
MCD	D	1.14%
COP	C	1.1%
HON	C	1.09%
TSLA	B	1.09%
BMY	B	0.97%
PEP	F	0.94%
REGN	F	0.88%
KO	D	0.83%
WDC	D	0.75%
USB	A	0.73%
WELL	A	0.71%
NEE	C	0.61%
DLR	B	0.57%
DEO	F	0.5%
DOW	F	0.49%
D	C	0.49%
UBER	F	0.43%
MDLZ	F	0.33%
NI	A	0.25%
CMS	C	0.19%

JGLO Underweight 83 Positions Relative to CHGX

Symbol	Grade	Weight
FICO	B	-1.29%
ORCL	A	-1.27%
SQ	A	-1.21%
AMP	A	-1.2%
CRWD	B	-1.19%
FTNT	C	-1.18%
NOW	A	-1.17%
NFLX	A	-1.15%
GWW	B	-1.15%
PYPL	B	-1.14%
ADSK	A	-1.14%
MRVL	B	-1.14%
STLD	B	-1.11%
CSCO	B	-1.1%
INTC	C	-1.09%
BK	A	-1.09%
CDNS	B	-1.08%
INTU	B	-1.07%
AXP	A	-1.07%
V	A	-1.07%
DECK	A	-1.06%
IT	C	-1.05%
ANET	C	-1.05%
ADP	A	-1.05%
CMCSA	B	-1.05%
EA	A	-1.04%
STT	B	-1.04%
CPRT	B	-1.04%
NDAQ	A	-1.04%
ORLY	B	-1.04%
PANW	B	-1.04%
MCK	A	-1.04%
CAT	B	-1.04%
GOOG	C	-1.03%
GOOGL	C	-1.03%
CHD	A	-1.02%
SYK	B	-1.02%
SPG	A	-1.02%
ORA	B	-1.02%
VRSK	A	-1.01%
SNPS	B	-1.01%
CTSH	B	-1.0%
MSCI	C	-1.0%
AVGO	D	-1.0%
CARR	C	-0.99%
WDAY	B	-0.99%
IBM	C	-0.99%
CME	B	-0.99%
COR	B	-0.98%
ROP	B	-0.98%
PGR	A	-0.98%
TJX	A	-0.98%
DE	B	-0.98%
HPQ	B	-0.97%
SPGI	C	-0.96%
AZO	C	-0.95%
MCO	B	-0.95%
ECL	D	-0.94%
PHM	D	-0.94%
ICE	C	-0.93%
MDT	D	-0.93%
MMC	B	-0.93%
TXN	C	-0.92%
SYY	D	-0.92%
LEN	D	-0.9%
QCOM	F	-0.9%
ADBE	C	-0.89%
AWK	C	-0.89%
ADI	D	-0.87%
NKE	F	-0.87%
A	D	-0.87%
GIS	D	-0.86%
PFE	F	-0.86%
AMGN	F	-0.85%
HCA	F	-0.84%
ON	D	-0.83%
TMO	F	-0.83%
EFX	F	-0.82%
MRK	D	-0.8%
LLY	F	-0.79%
IQV	F	-0.77%
KLAC	F	-0.76%
MPWR	F	-0.59%