JIRE vs. SCHF ETF Comparison
Comparison of JPMorgan International Research Enhanced Equity ETF (JIRE) to Schwab International Equity ETF (SCHF)
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
SCHF
Schwab International Equity ETF
SCHF Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Developed ex-US Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index is comprised of large and mid capitalization companies in developed countries outside the United States, as defined by the index provider. It will concentrate its investments (i.e., hold 25% or more of its total assets) in a particular industry, group of industries or sector to approximately the same extent that its index is so concentrated. The fund may invest up to 10% of its net assets in securities not included in its index.Grade (RS Rating)
Last Trade
$19.29
Average Daily Volume
5,296,254
36
Performance
| Period | JIRE | SCHF |
|---|---|---|
| 30 Days | -3.28% | -1.98% |
| 60 Days | -6.87% | -5.12% |
| 90 Days | -7.45% | -5.26% |
| 12 Months | 10.38% | 11.97% |
12 Overlapping Holdings
| Symbol | Grade | Weight in JIRE | Weight in SCHF | Overlap | |
|---|---|---|---|---|---|
| BCS | C | 0.9% | 0.24% | 0.24% | |
| DEO | F | 0.34% | 0.33% | 0.33% | |
| HMC | F | 0.08% | 0.21% | 0.08% | |
| HSBH | B | 0.92% | 0.84% | 0.84% | |
| LYG | F | 0.71% | 0.22% | 0.22% | |
| MUFG | B | 0.45% | 0.65% | 0.45% | |
| NVS | D | 1.12% | 1.03% | 1.03% | |
| SMFG | B | 1.07% | 0.42% | 0.42% | |
| SONY | B | 0.98% | 0.55% | 0.55% | |
| STLA | F | 0.59% | 0.13% | 0.13% | |
| TM | D | 1.26% | 1.01% | 1.01% | |
| UL | D | 0.64% | 0.7% | 0.64% |
JIRE Overweight 1 Positions Relative to SCHF
| Symbol | Grade | Weight | |
|---|---|---|---|
| SE | B | 0.31% |
JIRE Underweight 24 Positions Relative to SCHF
| Symbol | Grade | Weight | |
|---|---|---|---|
| SHOP | B | -0.63% | |
| TD | F | -0.49% | |
| ABBV | D | -0.43% | |
| CNI | D | -0.3% | |
| MFG | B | -0.3% | |
| WCN | A | -0.24% | |
| FLUT | A | -0.23% | |
| E | F | -0.16% | |
| GOLD | D | -0.15% | |
| SW | A | -0.13% | |
| KB | B | -0.11% | |
| SHG | D | -0.09% | |
| XRX | F | -0.08% | |
| NMR | B | -0.08% | |
| MT | B | -0.06% | |
| LOGI | D | -0.06% | |
| QGEN | D | -0.05% | |
| AGCO | D | -0.03% | |
| MBAVU | D | -0.02% | |
| AEI | D | -0.02% | |
| KEP | B | -0.02% | |
| LPL | F | -0.01% | |
| MNTX | C | -0.0% | |
| PIXY | F | -0.0% |
JIRE: Top Represented Industries & Keywords
SCHF: Top Represented Industries & Keywords
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