JPSV vs. ESGX ETF Comparison
Comparison of JPMorgan Active Small Cap Value ETF (JPSV) to Tuttle Capital Shareholders First Index ETF (ESGX)
JPSV
JPMorgan Active Small Cap Value ETF
JPSV Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Value Index stocks at the time of purchase.
Grade (RS Rating)
Last Trade
$63.65
Average Daily Volume
1,359
Number of Holdings
*
111
* may have additional holdings in another (foreign) market
ESGX
Tuttle Capital Shareholders First Index ETF
ESGX Description
ESGX invests in US-listed companies determined to have high shareholder value, unencumbered by ESG restrictions, such as political stances or conforming to a greater social goal of stakeholder capitalism. Using a proprietary methodology, the fund assigns stocks with shareholder value creation and financial metric scores. The shareholder value creation score considers information on corporate donations, advocacy, activities, and policies gathered from different data sources. The financial metrics score separately calculates a securitys one-year and five-year price performance, closing price, cash, revenue, debt-to-equity ratio, average dividend yield, profit margin, and market capitalization. Companies are ranked according to the highest shareholder value creation and financial metric scores. The fund selects and weights 50 companies from the resulting sets of filtered companies. The index is rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$26.09
Average Daily Volume
98
Number of Holdings
*
49
* may have additional holdings in another (foreign) market
Performance
| Period | JPSV | ESGX |
|---|---|---|
| 30 Days | 7.97% | 3.15% |
| 60 Days | 6.53% | 2.13% |
| 90 Days | 6.89% | |
| 12 Months | 28.39% |
JPSV Overweight 109 Positions Relative to ESGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| SIGI | C | 1.81% | |
| SSB | B | 1.5% | |
| ADC | B | 1.38% | |
| HLNE | B | 1.32% | |
| GPI | A | 1.32% | |
| RDN | C | 1.3% | |
| IBCP | B | 1.29% | |
| SAFT | C | 1.27% | |
| FUL | F | 1.24% | |
| ONB | B | 1.21% | |
| KRG | B | 1.21% | |
| BUSE | B | 1.18% | |
| CAC | B | 1.16% | |
| CPK | A | 1.14% | |
| PFSI | D | 1.14% | |
| ENSG | D | 1.13% | |
| KTB | B | 1.13% | |
| MHO | D | 1.12% | |
| HAYW | B | 1.11% | |
| CHX | C | 1.1% | |
| OGS | A | 1.08% | |
| COLB | A | 1.07% | |
| PRMW | C | 1.07% | |
| DFIN | D | 1.06% | |
| CTRE | D | 1.05% | |
| SHOO | D | 1.03% | |
| KAI | A | 1.03% | |
| POR | C | 1.03% | |
| MRTN | C | 1.03% | |
| CSWI | A | 1.01% | |
| AIT | A | 1.0% | |
| SFNC | B | 1.0% | |
| IAC | D | 1.0% | |
| BANF | B | 0.99% | |
| MLI | C | 0.99% | |
| UFPI | B | 0.99% | |
| WSFS | A | 0.99% | |
| MGY | A | 0.98% | |
| AZZ | B | 0.98% | |
| WTS | B | 0.97% | |
| IOSP | B | 0.96% | |
| UTL | B | 0.93% | |
| MOG.A | B | 0.93% | |
| VRTS | B | 0.9% | |
| QCRH | A | 0.9% | |
| CHRD | D | 0.9% | |
| PFS | B | 0.9% | |
| PFC | A | 0.89% | |
| HIW | D | 0.89% | |
| MTDR | B | 0.89% | |
| AWR | B | 0.88% | |
| PDCO | D | 0.88% | |
| MGRC | B | 0.88% | |
| BECN | B | 0.87% | |
| CDP | C | 0.86% | |
| CNX | A | 0.85% | |
| IRT | A | 0.84% | |
| FCF | A | 0.82% | |
| FRME | B | 0.8% | |
| EPC | D | 0.79% | |
| SCL | C | 0.78% | |
| ALG | B | 0.78% | |
| IPAR | B | 0.77% | |
| KN | B | 0.76% | |
| PATK | D | 0.75% | |
| TCBK | B | 0.74% | |
| GHC | C | 0.73% | |
| TRNO | F | 0.73% | |
| VSH | D | 0.71% | |
| TTMI | B | 0.7% | |
| HTBK | A | 0.68% | |
| CRI | D | 0.67% | |
| ASGN | F | 0.67% | |
| CSR | B | 0.66% | |
| PLXS | B | 0.65% | |
| NPO | A | 0.65% | |
| CDRE | D | 0.64% | |
| MTH | D | 0.64% | |
| VRRM | D | 0.62% | |
| LZB | B | 0.62% | |
| DIOD | D | 0.62% | |
| INDB | B | 0.62% | |
| PBH | A | 0.61% | |
| CHCO | B | 0.6% | |
| AMH | D | 0.6% | |
| ANET | C | 0.59% | |
| PLYM | F | 0.59% | |
| PTVE | B | 0.59% | |
| IRDM | D | 0.58% | |
| SHO | C | 0.56% | |
| TTC | D | 0.54% | |
| FLO | D | 0.54% | |
| DOLE | D | 0.54% | |
| NSIT | F | 0.51% | |
| HWKN | B | 0.5% | |
| SCSC | B | 0.5% | |
| URBN | C | 0.5% | |
| UTMD | F | 0.49% | |
| WFRD | D | 0.49% | |
| INMD | C | 0.44% | |
| KWR | C | 0.43% | |
| RYN | D | 0.43% | |
| EVRI | A | 0.42% | |
| WHD | B | 0.41% | |
| SWX | B | 0.39% | |
| RLJ | C | 0.37% | |
| FTRE | D | 0.29% | |
| BLMN | F | 0.29% | |
| FIX | A | 0.24% |
JPSV Underweight 47 Positions Relative to ESGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| GTLS | B | -2.58% | |
| WST | C | -2.51% | |
| TYL | B | -2.4% | |
| VTRS | A | -2.37% | |
| SEIC | B | -2.33% | |
| NWS | B | -2.33% | |
| RLI | B | -2.33% | |
| VNO | B | -2.3% | |
| GEF | A | -2.27% | |
| TPX | B | -2.26% | |
| JBHT | C | -2.24% | |
| EVRG | A | -2.21% | |
| PNR | A | -2.19% | |
| SLGN | A | -2.17% | |
| VRSN | F | -2.16% | |
| SYY | B | -2.14% | |
| IBOC | A | -2.11% | |
| FFIV | B | -2.08% | |
| KIM | A | -2.07% | |
| PNW | B | -2.06% | |
| TDY | B | -2.05% | |
| DCI | B | -2.04% | |
| DXCM | D | -2.02% | |
| ROL | B | -2.02% | |
| MANH | D | -1.97% | |
| RVTY | F | -1.95% | |
| KEYS | A | -1.92% | |
| FRT | B | -1.91% | |
| LKQ | D | -1.88% | |
| HST | C | -1.88% | |
| MAA | B | -1.85% | |
| STE | F | -1.82% | |
| POOL | C | -1.82% | |
| CNP | B | -1.81% | |
| SWKS | F | -1.81% | |
| O | D | -1.75% | |
| GPC | D | -1.74% | |
| POST | C | -1.73% | |
| WEX | D | -1.7% | |
| MCHP | D | -1.69% | |
| KNSL | B | -1.67% | |
| EGP | F | -1.67% | |
| BCO | D | -1.54% | |
| LNTH | D | -1.52% | |
| HII | D | -1.45% | |
| QRVO | F | -1.19% | |
| ENPH | F | -1.09% |
JPSV: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Specialty Chemicals
Oil & Gas E&P
Oil & Gas Equipment & Services
REIT - Residential
Utilities - Regulated Gas
Aerospace & Defense
Apparel Manufacturing
Asset Management
Contract Manufacturers
Home Furnishings & Fixtures
Household & Personal Products
Insurance - Property & Casualty
Lumber & Wood Production
Medical Distribution
REIT - Hotel & Motel
REIT - Industrial
REIT - Office
REIT - Retail
ESGX: Top Represented Industries & Keywords
Industries:
Diagnostics & Research
REIT - Retail
Semiconductors
Software - Application
Business Services
Diversified Industrials
Insurance - Property & Casualty
Medical Instruments & Supplies
Packaging & Containers
Scientific & Technical Instruments
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Auto Parts
Banks - Regional - US
Broadcasting - TV
Drug Manufacturers - Specialty & Generic
Food Distribution
Home Furnishings & Fixtures
Integrated Shipping & Logistics
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