LEGR vs. JDIV ETF Comparison

Comparison of First Trust Indxx Innovative Transaction & Process ETF (LEGR) to JPMorgan Dividend Leaders ETF (JDIV)
LEGR

First Trust Indxx Innovative Transaction & Process ETF

LEGR Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Indxx Blockchain Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and depositary receipts that comprise the index. The index is designed to track the performance of companies that are either actively using, investing in, developing, or have products that are poised to benefit from blockchain technology and/or the potential for increased efficiency that it provides to various business processes.

Grade (RS Rating)

Last Trade

$46.72

Average Daily Volume

9,893

Number of Holdings *

52

* may have additional holdings in another (foreign) market
JDIV

JPMorgan Dividend Leaders ETF

JDIV Description JDIV seeks long-term capital growth and current income through investments in dividend-paying companies and equity-related instruments. Companies selected have been identified as attractively valued and considered dividend leaders. These companies are known to have dividend growth potential and/or can maintain high dividend payouts over time. Individual stock selection begins by assessing securities globally, to identify those with attractive opportunities for underlying earnings growth, resilient business models, strong free cash flow generation, and strong capital allocation. ESG factors are also considered. The portfolio will typically consist of 40 to 90 securities, denominated in US and foreign currencies. The fund is actively managed and may invest in securities of any capitalization but will focus on large-caps. Derivatives may also be utilized to better achieve its investment goals.

Grade (RS Rating)

Last Trade

$47.39

Average Daily Volume

1,143

Number of Holdings *

40

* may have additional holdings in another (foreign) market
Performance
Period LEGR JDIV
30 Days -0.30% -1.91%
60 Days 1.48%
90 Days 3.67%
12 Months 24.29%
9 Overlapping Holdings
Symbol Grade Weight in LEGR Weight in JDIV Overlap
ACN C 1.36% 2.06% 1.36%
BAC A 0.89% 1.81% 0.89%
CME A 0.78% 1.71% 0.78%
CRM B 1.71% 1.13% 1.13%
HON B 1.47% 1.35% 1.35%
MA C 1.38% 1.42% 1.38%
MSFT F 1.29% 5.94% 1.29%
TSM B 1.46% 1.13% 1.13%
WFC A 1.07% 1.06% 1.06%
LEGR Overweight 43 Positions Relative to JDIV
Symbol Grade Weight
JD D 1.75%
INTC D 1.65%
NVDA C 1.63%
PYPL B 1.6%
ORCL B 1.57%
MU D 1.5%
WIT A 1.44%
AMZN C 1.44%
T A 1.4%
BIDU F 1.37%
IBM C 1.35%
BABA D 1.35%
CTSH B 1.35%
IBN C 1.33%
INFY B 1.26%
ZTS D 1.22%
AMD F 1.21%
TSLA B 1.11%
GS A 0.92%
C A 0.89%
CSCO B 0.87%
JPM A 0.87%
BCS C 0.86%
AXP A 0.84%
BK A 0.84%
MET A 0.82%
WMT A 0.82%
HSBH B 0.8%
HD A 0.8%
V A 0.8%
KR B 0.78%
WDAY B 0.77%
NOK D 0.76%
HDB C 0.76%
AIG B 0.76%
RIO D 0.75%
F C 0.75%
VZ C 0.72%
SPGI C 0.72%
LMT D 0.7%
LYG F 0.69%
BA F 0.67%
ING F 0.65%
LEGR Underweight 31 Positions Relative to JDIV
Symbol Grade Weight
META D -3.06%
FIS C -2.53%
UNH C -2.43%
OTIS C -2.4%
MCD D -2.2%
MS A -2.12%
ABT B -1.94%
YUM B -1.91%
SO D -1.84%
NEE D -1.8%
JNJ D -1.78%
AVGO D -1.76%
ABBV D -1.65%
XOM B -1.41%
WELL A -1.31%
CVX A -1.3%
LIN D -1.28%
LOW D -1.28%
ROST C -1.26%
MCHP D -1.17%
BKR B -1.13%
KO D -1.1%
TFC A -1.05%
ADI D -0.96%
STX D -0.81%
BMY B -0.76%
DOW F -0.75%
MRK F -0.74%
PLD D -0.73%
D C -0.67%
CMS C -0.44%
Compare ETFs