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
13
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
32
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
JIRE: Top Represented Industries & Keywords
EFAX: Top Represented Industries & Keywords