TEMP vs. DUSA ETF Comparison

Comparison of JPMorgan Climate Change Solutions ETF (TEMP) to Davis Select U.S. Equity ETF (DUSA)
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

$46.91

Average Daily Volume

919

Number of Holdings *

29

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

Davis Select U.S. Equity ETF

DUSA Description The investment seeks long-term capital growth and capital preservation. Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities issued by U.S. companies. The fund's portfolio, generally, contains between 15 and 35 companies. It may invest a portion of its assets in financial services companies. The fund may also invest in mid- and small-capitalization companies, which the manager considers to be those companies with less than $10 billion in market capitalization. It may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$44.29

Average Daily Volume

23,644

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period TEMP DUSA
30 Days -3.94% 5.00%
60 Days -3.59% 6.76%
90 Days -1.15% 7.78%
12 Months 25.97% 30.76%
2 Overlapping Holdings
Symbol Grade Weight in TEMP Weight in DUSA Overlap
AGCO D 0.93% 0.93% 0.93%
OC A 2.11% 3.28% 2.11%
TEMP Overweight 27 Positions Relative to DUSA
Symbol Grade Weight
TT A 4.92%
PWR A 4.52%
TTEK F 3.16%
XYL D 2.94%
VLTO C 2.91%
NEE C 2.75%
GNRC C 2.57%
NVDA B 2.44%
HUBB B 2.32%
CARR C 2.24%
DE B 2.07%
ADSK A 1.79%
TSM B 1.53%
CSL C 1.49%
TREX C 1.46%
PNR A 1.36%
CNH C 1.05%
WY F 1.04%
WFG C 1.04%
FSLR F 1.02%
ABBV F 0.76%
RYN D 0.75%
STLD B 0.57%
ETN A 0.56%
WTS B 0.55%
ON D 0.46%
ENS F 0.45%
TEMP Underweight 23 Positions Relative to DUSA
Symbol Grade Weight
COF C -11.02%
META D -10.16%
BRK.A B -8.67%
AMZN C -6.51%
WFC A -4.93%
VTRS A -4.76%
MGM D -4.75%
MKL A -4.73%
USB A -4.46%
GOOG C -4.45%
HUM C -3.58%
CI D -3.42%
AMAT F -3.15%
DGX A -2.97%
CVS D -2.83%
BK A -2.62%
COP C -1.89%
SOLV D -1.51%
INTC C -1.44%
AXP A -1.16%
JPM A -1.05%
TXN C -1.03%
TSN B -0.99%
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