JGLO vs. ESMV ETF Comparison

Comparison of JPMorgan Global Select Equity ETF (JGLO) to iShares ESG MSCI USA Min Vol Factor ETF (ESMV)

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

$62.93

Average Daily Volume

417,364

Number of Holdings ^*

* may have additional holdings in another (foreign) market

ESMV

iShares ESG MSCI USA Min Vol Factor ETF

ESMV Description

iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States

Grade (RS Rating)

Last Trade

$29.67

Average Daily Volume

4,983

Number of Holdings ^*

150

* may have additional holdings in another (foreign) market

Performance

Period	JGLO	ESMV
30 Days	-0.05%	2.11%
60 Days	1.15%	2.84%
90 Days	1.07%	4.91%
12 Months	25.89%	24.44%

21 Overlapping Holdings

Symbol	Grade	Weight in JGLO	Weight in ESMV	Overlap
AAPL	C	2.78%	0.52%	0.52%
ACN	C	1.31%	1.33%	1.31%
AON	A	1.15%	0.06%	0.06%
BMY	B	0.97%	0.28%	0.28%
CMS	C	0.19%	0.58%	0.19%
CRM	B	1.41%	0.74%	0.74%
FI	A	1.29%	0.34%	0.34%
HON	B	1.09%	0.69%	0.69%
JNJ	D	1.92%	0.97%	0.97%
KO	D	0.83%	0.79%	0.79%
MA	C	2.83%	0.97%	0.97%
MCD	D	1.14%	1.02%	1.02%
MSFT	F	6.23%	1.34%	1.34%
NEE	D	0.61%	0.5%	0.5%
NVDA	C	6.63%	1.69%	1.69%
OTIS	C	2.34%	0.21%	0.21%
PEP	F	0.94%	1.01%	0.94%
REGN	F	0.88%	0.65%	0.65%
UBER	D	0.43%	0.42%	0.42%
UNH	C	3.36%	1.36%	1.36%
YUM	B	1.77%	0.39%	0.39%

JGLO Overweight 29 Positions Relative to ESMV

Symbol	Grade	Weight
AMZN	C	5.7%
META	D	3.33%
XOM	B	2.34%
BAC	A	1.95%
SO	D	1.78%
ROST	C	1.67%
WFC	A	1.41%
ABT	B	1.3%
BKR	B	1.26%
FIS	C	1.23%
TSM	B	1.16%
COP	C	1.1%
TSLA	B	1.09%
ABBV	D	1.07%
SCHW	B	0.83%
MU	D	0.79%
WDC	D	0.75%
USB	A	0.73%
WELL	A	0.71%
DLR	B	0.57%
MCHP	D	0.56%
DEO	F	0.5%
DOW	F	0.49%
DIS	B	0.49%
D	C	0.49%
PLD	D	0.47%
AMD	F	0.44%
MDLZ	F	0.33%
NI	A	0.25%

JGLO Underweight 129 Positions Relative to ESMV

Symbol	Grade	Weight
MSI	B	-1.81%
GWW	B	-1.68%
IBM	C	-1.66%
TMUS	B	-1.65%
TRV	B	-1.64%
PEG	A	-1.64%
CSCO	B	-1.48%
WM	A	-1.44%
NOC	D	-1.43%
ADP	B	-1.43%
MMC	B	-1.4%
TXN	C	-1.39%
VRTX	F	-1.39%
HD	A	-1.39%
MCK	B	-1.38%
VZ	C	-1.37%
PGR	A	-1.33%
EA	A	-1.31%
ROP	B	-1.31%
HES	B	-1.3%
FERG	B	-1.3%
GILD	C	-1.29%
ED	D	-1.26%
LLY	F	-1.25%
OKE	A	-1.24%
TT	A	-1.23%
GIS	D	-1.22%
CL	D	-1.21%
AMGN	D	-1.2%
ORCL	B	-1.19%
V	A	-1.13%
CDNS	B	-1.11%
KR	B	-1.09%
SPGI	C	-1.07%
PG	A	-1.06%
VLTO	D	-1.01%
MRK	F	-1.01%
NEM	D	-0.99%
ADBE	C	-0.93%
LOW	D	-0.89%
K	A	-0.86%
KEYS	A	-0.83%
TRGP	B	-0.82%
PTC	A	-0.78%
WDAY	B	-0.77%
HUBS	A	-0.77%
COR	B	-0.77%
HPE	B	-0.75%
CRH	A	-0.75%
EQIX	A	-0.74%
IT	C	-0.72%
DGX	A	-0.7%
ZTS	D	-0.63%
KMB	D	-0.55%
FICO	B	-0.54%
SRE	A	-0.53%
ELV	F	-0.51%
HOLX	D	-0.51%
CBRE	B	-0.51%
CHRW	C	-0.49%
JNPR	F	-0.45%
CI	F	-0.44%
MELI	D	-0.44%
RTX	C	-0.43%
CME	A	-0.43%
AZO	C	-0.41%
DECK	A	-0.41%
CHD	B	-0.41%
ODFL	B	-0.4%
ES	D	-0.4%
T	A	-0.4%
ICE	C	-0.39%
GEN	B	-0.38%
STX	D	-0.36%
HRL	D	-0.35%
KHC	F	-0.34%
CLX	B	-0.34%
INTC	D	-0.34%
CVX	A	-0.34%
AMCR	D	-0.34%
CPB	D	-0.33%
SNPS	B	-0.33%
NXPI	D	-0.32%
ECL	D	-0.32%
VRSN	F	-0.32%
PSX	C	-0.32%
HUM	C	-0.31%
CNH	C	-0.31%
BR	A	-0.31%
CTSH	B	-0.3%
AKAM	D	-0.3%
LKQ	D	-0.3%
ALNY	D	-0.28%
TSCO	D	-0.27%
INCY	C	-0.26%
AJG	B	-0.25%
XYL	D	-0.25%
JCI	C	-0.24%
FCNCA	A	-0.24%
ADSK	A	-0.23%
AWK	D	-0.22%
FSLR	F	-0.19%
AIZ	A	-0.19%
GDDY	A	-0.19%
RSG	A	-0.18%
INTU	C	-0.18%
WTW	B	-0.17%
ULTA	F	-0.17%
NOW	A	-0.17%
AZPN	A	-0.17%
KDP	D	-0.16%
UPS	C	-0.15%
NTAP	C	-0.15%
TEAM	A	-0.14%
DPZ	C	-0.13%
JKHY	D	-0.13%
FFIV	B	-0.12%
MKC	D	-0.12%
SOLV	C	-0.11%
LDOS	C	-0.11%
MPC	D	-0.1%
LIN	D	-0.1%
CMCSA	B	-0.09%
FAST	B	-0.08%
CAH	B	-0.08%
KNX	B	-0.07%
TJX	A	-0.06%
HII	D	-0.06%
EXC	C	-0.05%