STXD vs. JPEF ETF Comparison
Comparison of Strive 1000 Dividend Growth ETF (STXD) to JPMorgan Equity Focus ETF (JPEF)
STXD
Strive 1000 Dividend Growth ETF
STXD Description
The investment seeks to track the total return performance, before fees and expenses, of the Bloomberg US 1000 Dividend Growth Index composed of U.S.-listed equities with a history of consistently growing dividends. The index is a subset of the Bloomberg US 1000 Growth Index, which measures the performance of large- and mid-capitalization growth companies in the U.S. equity market as determined by Bloomberg. Under normal circumstances, at least 80% of the fund’s total assets (exclusive of collateral held from securities lending) will be invested in dividend paying equity securities.
Grade (RS Rating)
Last Trade
$33.51
Average Daily Volume
7,239
Number of Holdings
*
213
* may have additional holdings in another (foreign) market
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
Number of Holdings
*
40
* may have additional holdings in another (foreign) market
Performance
| Period | STXD | JPEF |
|---|---|---|
| 30 Days | 0.31% | 3.03% |
| 60 Days | -0.56% | 4.63% |
| 90 Days | 1.24% | 6.31% |
| 12 Months | 22.55% | 36.48% |
20 Overlapping Holdings
| Symbol | Grade | Weight in STXD | Weight in JPEF | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 5.1% | 3.5% | 3.5% | |
| ADI | D | 0.65% | 1.7% | 0.65% | |
| AVGO | D | 4.79% | 2.83% | 2.83% | |
| HD | A | 2.48% | 2.11% | 2.11% | |
| HON | B | 0.92% | 2.13% | 0.92% | |
| INTU | C | 1.17% | 2.01% | 1.17% | |
| JBHT | C | 0.09% | 0.89% | 0.09% | |
| LLY | F | 4.12% | 1.66% | 1.66% | |
| LRCX | F | 0.6% | 0.42% | 0.42% | |
| MA | C | 2.63% | 2.44% | 2.44% | |
| MCD | D | 1.32% | 2.26% | 1.32% | |
| MLM | B | 0.22% | 1.37% | 0.22% | |
| MSFT | F | 4.98% | 6.29% | 4.98% | |
| NEE | D | 0.95% | 2.05% | 0.95% | |
| PG | A | 2.43% | 2.43% | 2.43% | |
| PKG | A | 0.13% | 1.49% | 0.13% | |
| PWR | A | 0.29% | 1.81% | 0.29% | |
| TMO | F | 1.24% | 1.21% | 1.21% | |
| TT | A | 0.57% | 2.54% | 0.57% | |
| UNH | C | 3.35% | 2.15% | 2.15% |
STXD Overweight 193 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| V | A | 3.15% | |
| COST | B | 2.52% | |
| JNJ | D | 2.25% | |
| ORCL | B | 1.85% | |
| ABBV | D | 1.84% | |
| MRK | F | 1.53% | |
| PEP | F | 1.39% | |
| LIN | D | 1.34% | |
| ABT | B | 1.21% | |
| CAT | B | 1.17% | |
| TXN | C | 1.16% | |
| GS | A | 1.16% | |
| SPGI | C | 1.0% | |
| DHR | F | 0.97% | |
| AMGN | D | 0.97% | |
| LOW | D | 0.94% | |
| AMAT | F | 0.94% | |
| BLK | C | 0.88% | |
| UNP | C | 0.87% | |
| SYK | C | 0.81% | |
| LMT | D | 0.79% | |
| ADP | B | 0.76% | |
| SBUX | A | 0.68% | |
| MDT | D | 0.68% | |
| MMC | B | 0.67% | |
| PLD | D | 0.65% | |
| UPS | C | 0.6% | |
| ELV | F | 0.58% | |
| AMT | D | 0.56% | |
| PH | A | 0.55% | |
| WM | A | 0.55% | |
| ICE | C | 0.55% | |
| NKE | D | 0.55% | |
| SHW | A | 0.55% | |
| MDLZ | F | 0.54% | |
| KLAC | D | 0.53% | |
| APH | A | 0.53% | |
| EQIX | A | 0.52% | |
| CME | A | 0.5% | |
| MSI | B | 0.5% | |
| AON | A | 0.49% | |
| ITW | B | 0.47% | |
| MCO | B | 0.46% | |
| ZTS | D | 0.45% | |
| TGT | F | 0.44% | |
| CSX | B | 0.43% | |
| APD | A | 0.43% | |
| GD | F | 0.43% | |
| WMB | A | 0.42% | |
| NOC | D | 0.41% | |
| AJG | B | 0.39% | |
| NSC | B | 0.37% | |
| ROP | B | 0.37% | |
| NXPI | D | 0.35% | |
| AMP | A | 0.34% | |
| GWW | B | 0.32% | |
| CMI | A | 0.31% | |
| ALL | A | 0.31% | |
| DHI | D | 0.29% | |
| LHX | C | 0.29% | |
| PAYX | C | 0.29% | |
| FAST | B | 0.29% | |
| MSCI | C | 0.28% | |
| DFS | B | 0.27% | |
| ODFL | B | 0.27% | |
| CCI | D | 0.27% | |
| RSG | A | 0.26% | |
| YUM | B | 0.24% | |
| NDAQ | A | 0.23% | |
| A | D | 0.23% | |
| SYY | B | 0.22% | |
| VMC | B | 0.22% | |
| HUM | C | 0.21% | |
| EXR | D | 0.21% | |
| MCHP | F | 0.21% | |
| ROK | B | 0.2% | |
| WTW | B | 0.2% | |
| GRMN | B | 0.2% | |
| WEC | A | 0.19% | |
| PPG | F | 0.18% | |
| RJF | A | 0.18% | |
| XYL | D | 0.18% | |
| TSCO | D | 0.18% | |
| HSY | F | 0.16% | |
| BRO | B | 0.16% | |
| AWK | D | 0.16% | |
| BR | A | 0.16% | |
| PHM | D | 0.16% | |
| MPWR | F | 0.16% | |
| WST | C | 0.15% | |
| CDW | F | 0.15% | |
| TPL | A | 0.15% | |
| FCNCA | A | 0.14% | |
| CINF | A | 0.14% | |
| HUBB | B | 0.14% | |
| CSL | C | 0.13% | |
| CBOE | B | 0.13% | |
| STE | F | 0.13% | |
| LII | A | 0.12% | |
| INVH | D | 0.12% | |
| BAH | F | 0.12% | |
| J | F | 0.11% | |
| GPC | D | 0.11% | |
| DGX | A | 0.11% | |
| RS | B | 0.11% | |
| MAS | D | 0.11% | |
| WSO | A | 0.11% | |
| MAA | B | 0.11% | |
| SNA | A | 0.11% | |
| MKC | D | 0.11% | |
| FDS | B | 0.11% | |
| SSNC | B | 0.1% | |
| AVY | D | 0.1% | |
| WSM | B | 0.1% | |
| OC | A | 0.1% | |
| IEX | B | 0.1% | |
| DG | F | 0.1% | |
| WRB | A | 0.1% | |
| RPM | A | 0.1% | |
| EXPD | D | 0.1% | |
| DPZ | C | 0.09% | |
| GGG | B | 0.09% | |
| FIX | A | 0.09% | |
| SUI | D | 0.09% | |
| CASY | A | 0.09% | |
| LNT | A | 0.09% | |
| HEI | B | 0.09% | |
| ITT | A | 0.08% | |
| JKHY | D | 0.08% | |
| POOL | C | 0.08% | |
| NDSN | B | 0.08% | |
| CW | B | 0.08% | |
| SWKS | F | 0.08% | |
| DKS | C | 0.07% | |
| CUBE | D | 0.07% | |
| TTEK | F | 0.07% | |
| BWXT | B | 0.07% | |
| LW | C | 0.07% | |
| HEI | B | 0.07% | |
| ALLE | D | 0.07% | |
| LECO | B | 0.07% | |
| ELS | C | 0.07% | |
| SCI | B | 0.07% | |
| RGLD | C | 0.06% | |
| CHDN | B | 0.06% | |
| DCI | B | 0.06% | |
| WING | D | 0.06% | |
| DOX | D | 0.06% | |
| MKTX | D | 0.06% | |
| HLI | B | 0.06% | |
| WTRG | B | 0.06% | |
| SEIC | B | 0.06% | |
| PRI | A | 0.06% | |
| ERIE | D | 0.06% | |
| GL | B | 0.06% | |
| EVR | B | 0.06% | |
| KNSL | B | 0.06% | |
| WMS | D | 0.06% | |
| G | B | 0.05% | |
| UFPI | B | 0.05% | |
| RHI | B | 0.05% | |
| CBSH | A | 0.05% | |
| CE | F | 0.05% | |
| CHE | D | 0.05% | |
| EGP | F | 0.05% | |
| CFR | B | 0.05% | |
| NYT | C | 0.05% | |
| TTC | D | 0.05% | |
| AOS | F | 0.05% | |
| REXR | F | 0.05% | |
| MORN | B | 0.05% | |
| AWI | A | 0.04% | |
| FR | D | 0.04% | |
| SIRI | C | 0.04% | |
| CGNX | C | 0.04% | |
| LSTR | D | 0.04% | |
| ADC | B | 0.04% | |
| OLED | D | 0.04% | |
| HII | D | 0.04% | |
| OSK | B | 0.04% | |
| WLK | D | 0.03% | |
| WTS | B | 0.03% | |
| FFIN | B | 0.03% | |
| LFUS | F | 0.03% | |
| BC | C | 0.03% | |
| IDA | A | 0.03% | |
| SIGI | C | 0.03% | |
| NSA | D | 0.02% | |
| ASH | D | 0.02% | |
| LANC | C | 0.02% | |
| XRAY | F | 0.02% | |
| DLB | B | 0.02% | |
| DDS | B | 0.01% |
STXD Underweight 20 Positions Relative to JPEF
STXD: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Capital Markets
Business Services
REIT - Industrial
Semiconductors
Aerospace & Defense
Insurance Brokers
Building Materials
Drug Manufacturers - Major
Insurance - Property & Casualty
Restaurants
Specialty Chemicals
Banks - Regional - US
Diagnostics & Research
Engineering & Construction
Financial Data & Stock Exchanges
Integrated Shipping & Logistics
REIT - Residential
Semiconductor Equipment & Materials
Software - Infrastructure
JPEF: Top Represented Industries & Keywords
Industries:
Semiconductors
Credit Services
Household & Personal Products
Internet Content & Information
Software - Application
Apparel Stores
Banks - Global
Banks - Regional - US
Biotechnology
Building Materials
Capital Markets
Consumer Electronics
Diagnostics & Research
Diversified Industrials
Drug Manufacturers - Major
Engineering & Construction
Health Care Plans
Home Improvement Stores
Insurance - Diversified
Insurance - Property & Casualty
Compare ETFs
