JPSV vs. IAT ETF Comparison
Comparison of JPMorgan Active Small Cap Value ETF (JPSV) to iShares U.S. Regional Banks ETF (IAT)
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
$58.33
Average Daily Volume
1,164
Number of Holdings
*
114
* may have additional holdings in another (foreign) market
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$48.81
Average Daily Volume
302,136
Number of Holdings
*
34
* may have additional holdings in another (foreign) market
Performance
Period | JPSV | IAT |
---|---|---|
30 Days | -1.36% | 3.59% |
60 Days | 0.99% | 4.41% |
90 Days | 3.79% | 11.60% |
12 Months | 19.24% | 45.44% |
1 Overlapping Holdings
Symbol | Grade | Weight in JPSV | Weight in IAT | Overlap | |
---|---|---|---|---|---|
SSB | C | 1.46% | 1.45% | 1.45% |
JPSV Overweight 113 Positions Relative to IAT
Symbol | Grade | Weight | |
---|---|---|---|
EHC | A | 1.86% | |
SIGI | D | 1.74% | |
IBCP | D | 1.69% | |
RDN | D | 1.34% | |
SAFT | F | 1.34% | |
ADC | C | 1.33% | |
FUL | F | 1.32% | |
GPI | B | 1.27% | |
ONB | B | 1.27% | |
WSFS | D | 1.21% | |
BUSE | D | 1.2% | |
KRG | A | 1.17% | |
HLNE | B | 1.17% | |
ENSG | A | 1.16% | |
MTDR | C | 1.14% | |
CHRD | F | 1.13% | |
CHX | F | 1.1% | |
MGY | A | 1.09% | |
PFSI | D | 1.07% | |
CPK | D | 1.06% | |
DFIN | F | 1.05% | |
HAYW | A | 1.05% | |
CSWI | B | 1.03% | |
MHO | C | 1.03% | |
POR | C | 1.02% | |
KTB | A | 1.02% | |
MLI | A | 1.02% | |
CTRE | B | 1.01% | |
MRTN | F | 0.99% | |
FRME | D | 0.98% | |
AIT | A | 0.98% | |
IOSP | F | 0.97% | |
OGS | C | 0.97% | |
AZZ | C | 0.96% | |
UFPI | D | 0.96% | |
IAC | F | 0.96% | |
KAI | A | 0.95% | |
PFC | B | 0.93% | |
SHOO | D | 0.92% | |
PRMW | B | 0.92% | |
TCBK | C | 0.91% | |
UTL | D | 0.91% | |
PFS | C | 0.91% | |
WTS | F | 0.91% | |
BECN | B | 0.91% | |
SYNA | F | 0.89% | |
MGRC | A | 0.89% | |
PDCO | F | 0.89% | |
CAC | A | 0.89% | |
VSH | F | 0.89% | |
MOG.A | B | 0.89% | |
VRTS | C | 0.88% | |
EPC | F | 0.86% | |
HIW | C | 0.85% | |
HTBK | D | 0.85% | |
AWR | D | 0.85% | |
QCRH | A | 0.83% | |
FCF | D | 0.81% | |
COLB | B | 0.79% | |
ALG | C | 0.78% | |
KN | D | 0.77% | |
PLXS | A | 0.76% | |
SCL | F | 0.76% | |
CHCO | C | 0.75% | |
IPAR | B | 0.75% | |
BANF | B | 0.75% | |
TRNO | F | 0.74% | |
TTMI | A | 0.73% | |
IRDM | A | 0.71% | |
CNX | B | 0.7% | |
WHD | B | 0.7% | |
CSR | D | 0.69% | |
GHC | A | 0.69% | |
ASGN | F | 0.68% | |
INDB | B | 0.66% | |
PATK | F | 0.65% | |
NPO | F | 0.64% | |
PBH | A | 0.62% | |
SFNC | B | 0.61% | |
CRI | F | 0.61% | |
PLYM | F | 0.61% | |
AMH | F | 0.61% | |
VRRM | F | 0.6% | |
IRT | D | 0.6% | |
MTH | C | 0.6% | |
WFRD | F | 0.59% | |
CDRE | D | 0.59% | |
PTVE | F | 0.59% | |
LZB | D | 0.58% | |
TTC | F | 0.56% | |
CDP | A | 0.55% | |
FLO | F | 0.54% | |
DIOD | F | 0.53% | |
DOLE | B | 0.52% | |
SCSC | F | 0.51% | |
NSIT | F | 0.5% | |
UTMD | F | 0.49% | |
HWKN | D | 0.48% | |
EQT | B | 0.48% | |
URBN | D | 0.46% | |
ANET | A | 0.45% | |
SHO | F | 0.44% | |
KWR | D | 0.43% | |
EVRI | A | 0.42% | |
INMD | C | 0.42% | |
RYN | B | 0.4% | |
SWX | C | 0.39% | |
RLJ | F | 0.37% | |
FTRE | F | 0.33% | |
BLMN | F | 0.31% | |
MOV | D | 0.29% | |
FIX | B | 0.21% | |
JACK | C | 0.2% |
JPSV Underweight 33 Positions Relative to IAT
Symbol | Grade | Weight | |
---|---|---|---|
USB | B | -14.16% | |
PNC | B | -14.06% | |
TFC | C | -10.83% | |
MTB | B | -4.86% | |
FITB | B | -4.86% | |
HBAN | B | -4.43% | |
FCNCA | C | -4.41% | |
RF | B | -4.27% | |
CFG | B | -3.69% | |
KEY | B | -3.13% | |
EWBC | A | -2.64% | |
FHN | B | -1.82% | |
WAL | D | -1.78% | |
WBS | B | -1.74% | |
CMA | B | -1.67% | |
CFR | B | -1.59% | |
PNFP | A | -1.58% | |
WTFC | B | -1.51% | |
ZION | B | -1.5% | |
CBSH | A | -1.43% | |
SNV | B | -1.4% | |
PB | B | -1.36% | |
BPOP | F | -1.26% | |
GBCI | A | -1.16% | |
FNB | B | -1.02% | |
UBSI | C | -1.01% | |
HOMB | C | -0.99% | |
UMBF | A | -0.95% | |
FFIN | D | -0.91% | |
OZK | B | -0.9% | |
VLY | B | -0.79% | |
BOKF | C | -0.47% | |
TFSL | D | -0.13% |
JPSV: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Oil & Gas E&P
Specialty Chemicals
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
IAT: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Banks - Global
Keywords:
Bank
Banking
Commercial Banking
Deposit Products
Real Estate Loans
Cash Management Services
Trust Services
Cash Management
Commercial Bank
Internet Banking
S&P 500
Deposit Services
Asset Management
Banking Services
Financial Products
Investment Bank
Investment Banking
Mobile Banking
Mortgage Banking
Deposit Facilities