JIRE vs. HFXI ETF Comparison
Comparison of JPMorgan International Research Enhanced Equity ETF (JIRE) to IQ 50 Percent Hedged FTSE International ETF (HFXI)
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
$60.83
Average Daily Volume
294,412
13
HFXI
IQ 50 Percent Hedged FTSE International ETF
HFXI Description
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the FTSE Developed ex North America 50% Hedged to USD Index (the "underlying index"). The underlying index is an equity benchmark of international stocks from developed markets, with approximately half of the currency exposure of the securities included in the underlying index "hedged" against the U.S. dollar on a monthly basis. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities and other instruments included in its underlying index.Grade (RS Rating)
Last Trade
$26.50
Average Daily Volume
100,769
28
Performance
| Period | JIRE | HFXI |
|---|---|---|
| 30 Days | -4.49% | -2.43% |
| 60 Days | -6.24% | -2.98% |
| 90 Days | -7.65% | -3.78% |
| 12 Months | 10.14% | 12.71% |
12 Overlapping Holdings
| Symbol | Grade | Weight in JIRE | Weight in HFXI | Overlap | |
|---|---|---|---|---|---|
| BCS | A | 0.9% | 0.24% | 0.24% | |
| DEO | F | 0.34% | 0.39% | 0.34% | |
| HMC | F | 0.08% | 0.26% | 0.08% | |
| HSBH | B | 0.92% | 0.85% | 0.85% | |
| LYG | D | 0.71% | 0.26% | 0.26% | |
| MUFG | B | 0.45% | 0.58% | 0.45% | |
| NVS | F | 1.12% | 1.17% | 1.12% | |
| SMFG | B | 1.07% | 0.42% | 0.42% | |
| SONY | B | 0.98% | 0.59% | 0.59% | |
| STLA | F | 0.59% | 0.15% | 0.15% | |
| TM | F | 1.26% | 1.07% | 1.07% | |
| UL | D | 0.64% | 0.81% | 0.64% |
JIRE Overweight 1 Positions Relative to HFXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| SE | A | 0.31% |
JIRE: Top Represented Industries & Keywords
HFXI: Top Represented Industries & Keywords
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