NUGO vs. JPEF ETF Comparison
Comparison of Nuveen Growth Opportunities ETF (NUGO) to JPMorgan Equity Focus ETF (JPEF)
NUGO
Nuveen Growth Opportunities ETF
NUGO Description
Nuveen Growth Opportunities ETF is an exchange traded fund launched and managed by Nuveen Fund Advisors, LLC. The fund is co-managed by Nuveen Asset Management, LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. Nuveen Growth Opportunities ETF was formed on September 27, 2021 and is domiciled in the United States.
Grade (RS Rating)
Last Trade
$33.87
Average Daily Volume
72,049
41
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
40
Performance
| Period | NUGO | JPEF |
|---|---|---|
| 30 Days | 2.39% | 3.03% |
| 60 Days | 4.31% | 4.63% |
| 90 Days | 5.64% | 6.31% |
| 12 Months | 37.87% | 36.48% |
14 Overlapping Holdings
| Symbol | Grade | Weight in NUGO | Weight in JPEF | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 10.19% | 3.5% | 3.5% | |
| AMZN | C | 9.56% | 5.88% | 5.88% | |
| AVGO | D | 4.8% | 2.83% | 2.83% | |
| BKNG | A | 1.5% | 1.43% | 1.43% | |
| INTU | C | 0.45% | 2.01% | 0.45% | |
| ISRG | A | 1.62% | 1.6% | 1.6% | |
| LLY | F | 3.95% | 1.66% | 1.66% | |
| LRCX | F | 0.67% | 0.42% | 0.42% | |
| MA | C | 4.09% | 2.44% | 2.44% | |
| META | D | 4.82% | 4.52% | 4.52% | |
| MSFT | F | 11.36% | 6.29% | 6.29% | |
| NVDA | C | 14.8% | 6.36% | 6.36% | |
| PANW | C | 0.76% | 2.15% | 0.76% | |
| UNH | C | 0.44% | 2.15% | 0.44% |
NUGO Overweight 27 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | 4.4% | |
| COST | B | 2.55% | |
| NOW | A | 2.12% | |
| FI | A | 1.73% | |
| NFLX | A | 1.67% | |
| TSLA | B | 1.56% | |
| ANET | C | 1.44% | |
| CTVA | C | 1.39% | |
| CMG | B | 1.37% | |
| TTD | B | 1.35% | |
| NVO | D | 1.26% | |
| SNPS | B | 1.06% | |
| ETN | A | 0.92% | |
| CARR | D | 0.88% | |
| LIN | D | 0.86% | |
| PTC | A | 0.79% | |
| SBUX | A | 0.78% | |
| DKNG | B | 0.72% | |
| UBER | D | 0.67% | |
| CRWD | B | 0.65% | |
| DXCM | D | 0.63% | |
| HEI | B | 0.52% | |
| CRM | B | 0.46% | |
| GE | D | 0.33% | |
| SHOP | B | 0.32% | |
| EMR | A | 0.28% | |
| ZTS | D | 0.28% |
NUGO Underweight 26 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| KMI | A | -3.38% | |
| COF | B | -3.15% | |
| BRK.A | B | -2.96% | |
| EOG | A | -2.87% | |
| L | A | -2.79% | |
| MTB | A | -2.77% | |
| TT | A | -2.54% | |
| BAC | A | -2.51% | |
| PG | A | -2.43% | |
| MS | A | -2.3% | |
| MCD | D | -2.26% | |
| HON | B | -2.13% | |
| PSA | D | -2.13% | |
| HD | A | -2.11% | |
| GOOG | C | -2.06% | |
| NEE | D | -2.05% | |
| PWR | A | -1.81% | |
| REG | B | -1.79% | |
| ADI | D | -1.7% | |
| REGN | F | -1.54% | |
| PKG | A | -1.49% | |
| MLM | B | -1.37% | |
| TJX | A | -1.21% | |
| TMO | F | -1.21% | |
| EL | F | -0.94% | |
| JBHT | C | -0.89% |
NUGO: Top Represented Industries & Keywords
JPEF: Top Represented Industries & Keywords
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