SIMS vs. TEMP ETF Comparison

Comparison of SPDR S&P Kensho Intelligent Structures ETF (SIMS) to JPMorgan Climate Change Solutions ETF (TEMP)
SIMS

SPDR S&P Kensho Intelligent Structures ETF

SIMS Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$36.35

Average Daily Volume

1,205

Number of Holdings *

41

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

JPMorgan Climate Change Solutions ETF

TEMP Description JPMorgan Climate Change Solutions ETF is an exchange traded fund launched and managed by J.P. Morgan Investment Management Inc. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that directly promote environmental responsibility. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. It employs proprietary research to create its portfolio. JPMorgan Climate Change Solutions ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$46.79

Average Daily Volume

919

Number of Holdings *

29

* may have additional holdings in another (foreign) market
Performance
Period SIMS TEMP
30 Days 2.37% -3.94%
60 Days 6.60% -3.59%
90 Days 4.56% -1.15%
12 Months 15.64% 25.97%
7 Overlapping Holdings
Symbol Grade Weight in SIMS Weight in TEMP Overlap
CARR C 3.09% 2.24% 2.24%
GNRC C 3.47% 2.57% 2.57%
ON D 1.43% 0.46% 0.46%
PNR A 3.52% 1.36% 1.36%
TTEK F 2.55% 3.16% 2.55%
VLTO C 2.71% 2.91% 2.71%
XYL D 2.3% 2.94% 2.3%
SIMS Overweight 34 Positions Relative to TEMP
Symbol Grade Weight
MWA B 3.62%
WTTR A 3.34%
REZI A 3.31%
JCI B 3.18%
BMI B 3.08%
ITRI C 2.88%
ADTN A 2.66%
ALRM C 2.51%
BE B 2.29%
SLAB F 2.28%
ARLO C 2.23%
ROKU D 2.14%
PSN D 2.12%
AYI B 2.08%
SHLS F 1.96%
ERII F 1.94%
GTLS A 1.88%
NRG B 1.85%
AME A 1.81%
HON C 1.8%
CHPT F 1.64%
ROP B 1.64%
AY A 1.63%
NVEE F 1.57%
BIDU F 1.45%
GNTX C 1.42%
CNM D 1.34%
BP D 1.33%
BLNK F 1.25%
CWCO C 1.03%
MVIS F 0.99%
STM F 0.94%
STEM F 0.65%
REKR F 0.47%
SIMS Underweight 22 Positions Relative to TEMP
Symbol Grade Weight
TT A -4.92%
PWR A -4.52%
NEE C -2.75%
NVDA B -2.44%
HUBB B -2.32%
OC A -2.11%
DE B -2.07%
ADSK A -1.79%
TSM B -1.53%
CSL C -1.49%
TREX C -1.46%
CNH C -1.05%
WY F -1.04%
WFG C -1.04%
FSLR F -1.02%
AGCO D -0.93%
ABBV F -0.76%
RYN D -0.75%
STLD B -0.57%
ETN A -0.56%
WTS B -0.55%
ENS F -0.45%
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