JIRE vs. EFAX ETF Comparison

Comparison of JPMorgan International Research Enhanced Equity ETF (JIRE) to SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX)
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 *

13

* may have additional holdings in another (foreign) market
EFAX

SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

EFAX Description The SPDR MSCI EAFE Fossil Fuel Reserves Free ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the MSCI EAFE ex Fossil Fuels Index.

Grade (RS Rating)

Last Trade

$40.59

Average Daily Volume

25,671

Number of Holdings *

32

* may have additional holdings in another (foreign) market
Performance
Period JIRE EFAX
30 Days -3.28% -2.82%
60 Days -6.87% -6.02%
90 Days -7.45% -6.30%
12 Months 10.38% 12.15%
13 Overlapping Holdings
Symbol Grade Weight in JIRE Weight in EFAX Overlap
BCS C 0.9% 0.33% 0.33%
DEO F 0.34% 0.44% 0.34%
HMC F 0.08% 0.26% 0.08%
HSBH B 0.92% 1.12% 0.92%
LYG F 0.71% 0.3% 0.3%
MUFG B 0.45% 0.88% 0.45%
NVS D 1.12% 1.36% 1.12%
SE B 0.31% 0.25% 0.25%
SMFG B 1.07% 0.59% 0.59%
SONY B 0.98% 0.78% 0.78%
STLA F 0.59% 0.19% 0.19%
TM D 1.26% 1.2% 1.2%
UL D 0.64% 0.96% 0.64%
JIRE Overweight 0 Positions Relative to EFAX
Symbol Grade Weight
JIRE Underweight 19 Positions Relative to EFAX
Symbol Grade Weight
ABBV D -0.6%
MFG B -0.4%
AER B -0.13%
NMR B -0.12%
XRX F -0.11%
CHKP D -0.1%
CCEP C -0.1%
CYBR B -0.09%
MT B -0.08%
LOGI D -0.08%
MNDY C -0.07%
QGEN D -0.06%
WIX B -0.06%
GRAB B -0.06%
FUTU D -0.04%
TEVA D -0.04%
AGCO D -0.04%
GLBE B -0.03%
MBAVU D -0.02%
Compare ETFs