JPEF vs. IWL ETF Comparison
Comparison of JPMorgan Equity Focus ETF (JPEF) to iShares Russell Top 200 ETF (IWL)
JPEF
JPMorgan Equity Focus ETF
JPEF Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.
Grade (RS Rating)
Last Trade
$68.43
Average Daily Volume
91,557
Number of Holdings
*
40
* may have additional holdings in another (foreign) market
IWL
iShares Russell Top 200 ETF
IWL Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$145.86
Average Daily Volume
52,339
Number of Holdings
*
197
* may have additional holdings in another (foreign) market
Performance
| Period | JPEF | IWL |
|---|---|---|
| 30 Days | 3.03% | 2.93% |
| 60 Days | 4.63% | 4.56% |
| 90 Days | 6.31% | 6.33% |
| 12 Months | 36.48% | 33.26% |
32 Overlapping Holdings
| Symbol | Grade | Weight in JPEF | Weight in IWL | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 3.5% | 7.79% | 3.5% | |
| ADI | D | 1.7% | 0.24% | 0.24% | |
| AMZN | C | 5.88% | 4.48% | 4.48% | |
| AVGO | D | 2.83% | 1.78% | 1.78% | |
| BAC | A | 2.51% | 0.76% | 0.76% | |
| BKNG | A | 1.43% | 0.4% | 0.4% | |
| BRK.A | B | 2.96% | 2.05% | 2.05% | |
| COF | B | 3.15% | 0.17% | 0.17% | |
| EL | F | 0.94% | 0.03% | 0.03% | |
| EOG | A | 2.87% | 0.18% | 0.18% | |
| GOOG | C | 2.06% | 2.04% | 2.04% | |
| HD | A | 2.11% | 0.96% | 0.96% | |
| HON | B | 2.13% | 0.35% | 0.35% | |
| INTU | C | 2.01% | 0.45% | 0.45% | |
| ISRG | A | 1.6% | 0.44% | 0.44% | |
| LLY | F | 1.66% | 1.42% | 1.42% | |
| LRCX | F | 0.42% | 0.22% | 0.22% | |
| MA | C | 2.44% | 1.03% | 1.03% | |
| MCD | D | 2.26% | 0.5% | 0.5% | |
| META | D | 4.52% | 2.89% | 2.89% | |
| MS | A | 2.3% | 0.37% | 0.37% | |
| MSFT | F | 6.29% | 7.35% | 6.29% | |
| NEE | D | 2.05% | 0.37% | 0.37% | |
| NVDA | C | 6.36% | 7.91% | 6.36% | |
| PANW | C | 2.15% | 0.28% | 0.28% | |
| PG | A | 2.43% | 0.95% | 0.95% | |
| PSA | D | 2.13% | 0.13% | 0.13% | |
| REGN | F | 1.54% | 0.19% | 0.19% | |
| TJX | A | 1.21% | 0.32% | 0.32% | |
| TMO | F | 1.21% | 0.47% | 0.47% | |
| TT | A | 2.54% | 0.22% | 0.22% | |
| UNH | C | 2.15% | 1.3% | 1.3% |
JPEF Underweight 165 Positions Relative to IWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | -2.41% | |
| TSLA | B | -2.12% | |
| JPM | A | -1.67% | |
| XOM | B | -1.27% | |
| V | A | -1.16% | |
| COST | B | -0.96% | |
| JNJ | D | -0.88% | |
| WMT | A | -0.87% | |
| NFLX | A | -0.84% | |
| CRM | B | -0.73% | |
| ABBV | D | -0.7% | |
| ORCL | B | -0.69% | |
| CVX | A | -0.66% | |
| WFC | A | -0.62% | |
| MRK | F | -0.58% | |
| KO | D | -0.57% | |
| CSCO | B | -0.55% | |
| ACN | C | -0.53% | |
| ADBE | C | -0.53% | |
| AMD | F | -0.52% | |
| PEP | F | -0.52% | |
| LIN | D | -0.51% | |
| DIS | B | -0.5% | |
| NOW | A | -0.49% | |
| PM | B | -0.48% | |
| ABT | B | -0.48% | |
| GE | D | -0.46% | |
| GS | A | -0.45% | |
| CAT | B | -0.45% | |
| IBM | C | -0.45% | |
| TXN | C | -0.44% | |
| QCOM | F | -0.43% | |
| VZ | C | -0.42% | |
| T | A | -0.39% | |
| CMCSA | B | -0.39% | |
| SPGI | C | -0.38% | |
| RTX | C | -0.38% | |
| AXP | A | -0.38% | |
| LOW | D | -0.37% | |
| BLK | C | -0.37% | |
| PGR | A | -0.36% | |
| AMGN | D | -0.36% | |
| UBER | D | -0.35% | |
| DHR | F | -0.35% | |
| SYK | C | -0.34% | |
| ETN | A | -0.34% | |
| UNP | C | -0.34% | |
| AMAT | F | -0.33% | |
| PFE | D | -0.33% | |
| BX | A | -0.31% | |
| COP | C | -0.31% | |
| C | A | -0.31% | |
| BSX | B | -0.3% | |
| SCHW | B | -0.29% | |
| VRTX | F | -0.29% | |
| FI | A | -0.29% | |
| ADP | B | -0.29% | |
| CB | C | -0.28% | |
| SBUX | A | -0.27% | |
| MDT | D | -0.27% | |
| TMUS | B | -0.27% | |
| BMY | B | -0.27% | |
| LMT | D | -0.27% | |
| MMC | B | -0.26% | |
| GILD | C | -0.26% | |
| INTC | D | -0.25% | |
| PLD | D | -0.25% | |
| MU | D | -0.25% | |
| DE | A | -0.24% | |
| KKR | A | -0.24% | |
| BA | F | -0.23% | |
| MO | A | -0.23% | |
| SO | D | -0.23% | |
| ANET | C | -0.23% | |
| UPS | C | -0.23% | |
| AMT | D | -0.22% | |
| NKE | D | -0.22% | |
| ELV | F | -0.22% | |
| MDLZ | F | -0.21% | |
| DUK | C | -0.21% | |
| WM | A | -0.21% | |
| PYPL | B | -0.21% | |
| ICE | C | -0.21% | |
| SHW | A | -0.21% | |
| PH | A | -0.21% | |
| CI | F | -0.21% | |
| GEV | B | -0.21% | |
| WELL | A | -0.2% | |
| PNC | B | -0.2% | |
| KLAC | D | -0.2% | |
| APH | A | -0.2% | |
| EQIX | A | -0.2% | |
| APO | B | -0.2% | |
| USB | A | -0.19% | |
| GD | F | -0.19% | |
| MCK | B | -0.19% | |
| CDNS | B | -0.19% | |
| SNPS | B | -0.19% | |
| ZTS | D | -0.19% | |
| CMG | B | -0.19% | |
| ITW | B | -0.19% | |
| MSI | B | -0.19% | |
| CME | A | -0.19% | |
| CTAS | B | -0.18% | |
| AON | A | -0.18% | |
| MCO | B | -0.18% | |
| MRVL | B | -0.18% | |
| CL | D | -0.18% | |
| CRWD | B | -0.18% | |
| ORLY | B | -0.17% | |
| CEG | D | -0.17% | |
| TGT | F | -0.17% | |
| APD | A | -0.17% | |
| MMM | D | -0.17% | |
| EMR | A | -0.17% | |
| BDX | F | -0.16% | |
| FDX | B | -0.16% | |
| CVS | D | -0.16% | |
| CRH | A | -0.16% | |
| NOC | D | -0.16% | |
| TDG | D | -0.16% | |
| CSX | B | -0.16% | |
| ECL | D | -0.15% | |
| FCX | D | -0.15% | |
| SLB | C | -0.15% | |
| TFC | A | -0.15% | |
| CARR | D | -0.15% | |
| GM | B | -0.15% | |
| MAR | B | -0.15% | |
| ADSK | A | -0.15% | |
| HCA | F | -0.15% | |
| PCAR | B | -0.14% | |
| ABNB | C | -0.14% | |
| SRE | A | -0.14% | |
| DASH | A | -0.14% | |
| ROP | B | -0.14% | |
| NSC | B | -0.14% | |
| FTNT | C | -0.14% | |
| TRV | B | -0.14% | |
| AZO | C | -0.13% | |
| PSX | C | -0.13% | |
| WDAY | B | -0.13% | |
| MPC | D | -0.13% | |
| JCI | C | -0.13% | |
| MET | A | -0.12% | |
| CPRT | A | -0.12% | |
| AIG | B | -0.12% | |
| AEP | D | -0.12% | |
| VLO | C | -0.11% | |
| KMB | D | -0.11% | |
| NEM | D | -0.11% | |
| D | C | -0.11% | |
| EW | C | -0.1% | |
| RSG | A | -0.1% | |
| F | C | -0.1% | |
| DELL | C | -0.09% | |
| MNST | C | -0.09% | |
| TEAM | A | -0.09% | |
| STZ | D | -0.09% | |
| LULU | C | -0.09% | |
| SNOW | C | -0.09% | |
| OXY | D | -0.08% | |
| KDP | D | -0.08% | |
| KHC | F | -0.07% | |
| MRNA | F | -0.03% |
JPEF: Top Represented Industries & Keywords
Industries:
Semiconductors
Credit Services
Household & Personal Products
Internet Content & Information
Software - Application
Apparel Stores
Banks - Global
Banks - Regional - US
Biotechnology
Building Materials
Capital Markets
Consumer Electronics
Diagnostics & Research
Diversified Industrials
Drug Manufacturers - Major
Engineering & Construction
Health Care Plans
Home Improvement Stores
Insurance - Diversified
Insurance - Property & Casualty
IWL: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Aerospace & Defense
Diversified Industrials
Capital Markets
Credit Services
Medical Devices
Asset Management
Banks - Global
Beverages - Soft Drinks
Health Care Plans
Household & Personal Products
Telecom Services
Utilities - Regulated Electric
Auto Manufacturers
Banks - Regional - US
Biotechnology
Business Services
Discount Stores
Compare ETFs
