JIRE vs. DWMF ETF Comparison

Comparison of JPMorgan International Research Enhanced Equity ETF (JIRE) to WisdomTree International Multifactor Fund (DWMF)

JIRE

JPMorgan International Research Enhanced Equity ETF

JIRE Description

Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It seeks to outperform the MSCI EAFE Index over time while maintaining similar risk characteristics, including sector and geographic risks. In implementing its strategy, the fund primarily invests in securities included within the universe of the index. In addition, it may also invest in securities not included within the index. The fund only invests in the securities of companies located in developed markets.

Grade (RS Rating)

Last Trade

$61.00

Average Daily Volume

293,253

Number of Holdings ^*

* may have additional holdings in another (foreign) market

DWMF

WisdomTree International Multifactor Fund

DWMF Description

The investment seeks capital appreciation. The fund, an exchange traded fund ("ETF"), is actively managed using a model-based approach. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of developed markets, excluding the United States and Canada. The advisor generally expects to invest in large and mid-capitalization companies, but it may also invest in small-capitalization companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$27.14

Average Daily Volume

2,643

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	JIRE	DWMF
30 Days	-3.28%	-1.07%
60 Days	-6.87%	-3.72%
90 Days	-7.45%	-2.67%
12 Months	10.38%	12.66%

3 Overlapping Holdings

Symbol	Grade	Weight in JIRE	Weight in DWMF	Overlap
HSBH	B	0.92%	0.69%	0.69%
NVS	D	1.12%	1.17%	1.12%
UL	D	0.64%	0.61%	0.61%

JIRE Overweight 10 Positions Relative to DWMF

Symbol	Grade	Weight
TM	D	1.26%
SMFG	B	1.07%
SONY	B	0.98%
BCS	C	0.9%
LYG	F	0.71%
STLA	F	0.59%
MUFG	B	0.45%
DEO	F	0.34%
SE	B	0.31%
HMC	F	0.08%

JIRE Underweight 6 Positions Relative to DWMF

Symbol	Grade	Weight
CHKP	D	-1.06%
TEVA	D	-0.81%
AER	B	-0.65%
QGEN	D	-0.58%
CCEP	C	-0.58%
WIX	B	-0.14%