JPRE vs. SPHD ETF Comparison
Comparison of JPMorgan Realty Income ETF (JPRE) to PowerShares S&P 500 High Dividend Portfolio (SPHD)
JPRE
JPMorgan Realty Income ETF
JPRE Description
The investment seeks to provide high total investment return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$42.03
Average Daily Volume
20,061
27
SPHD
PowerShares S&P 500 High Dividend Portfolio
SPHD Description
The PowerShares S&P 500® High Dividend Portfolio (the “Fund”) seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Low Volatility High Dividend Index (the “Underlying Index”). The Fund generally will invest at least 90% of its total assets in common stocks that comprise the Underlying Index. Standard & Poor’s® compiles, maintains and calculates the Underlying Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and JulyGrade (RS Rating)
Last Trade
$43.97
Average Daily Volume
632,938
50
Performance
| Period | JPRE | SPHD |
|---|---|---|
| 30 Days | -1.42% | 0.65% |
| 60 Days | -4.94% | 2.74% |
| 90 Days | -2.16% | 6.56% |
| 12 Months | 2.07% | 11.16% |
JPRE Overweight 23 Positions Relative to SPHD
JPRE Underweight 46 Positions Relative to SPHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | -3.16% | |
| KMI | A | -2.89% | |
| T | B | -2.78% | |
| VZ | D | -2.78% | |
| D | B | -2.71% | |
| OKE | B | -2.65% | |
| WMB | A | -2.44% | |
| PM | B | -2.37% | |
| LYB | D | -2.33% | |
| DOW | D | -2.29% | |
| MMM | B | -2.23% | |
| SPG | D | -2.2% | |
| PNW | B | -2.19% | |
| O | B | -2.17% | |
| PRU | C | -2.12% | |
| PFE | D | -2.12% | |
| EVRG | B | -2.09% | |
| CAG | B | -2.06% | |
| IP | C | -2.06% | |
| ES | B | -2.05% | |
| AMCR | A | -2.04% | |
| CCI | D | -2.02% | |
| BBY | D | -1.98% | |
| ETR | A | -1.95% | |
| AEP | A | -1.92% | |
| CVX | B | -1.91% | |
| FE | A | -1.91% | |
| EIX | A | -1.89% | |
| K | B | -1.88% | |
| KHC | C | -1.87% | |
| KMB | B | -1.84% | |
| EXC | B | -1.83% | |
| VTRS | D | -1.83% | |
| XOM | B | -1.82% | |
| DUK | A | -1.8% | |
| HRL | B | -1.64% | |
| BMY | F | -1.63% | |
| IBM | D | -1.61% | |
| UPS | F | -1.61% | |
| GIS | B | -1.58% | |
| GLW | B | -1.58% | |
| ABBV | D | -1.55% | |
| OMC | B | -1.43% | |
| HPQ | D | -1.39% | |
| MDT | D | -1.31% | |
| GILD | F | -1.26% |
JPRE: Top Represented Industries & Keywords
SPHD: Top Represented Industries & Keywords
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