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      USXF vs. JCTR ETF Comparison

      Comparison of iShares ESG Advanced MSCI USA ETF (USXF) to JPMorgan Carbon Transition U.S. Equity ETF (JCTR)
      USXF

      iShares ESG Advanced MSCI USA ETF

      USXF Description

      The investment seeks to track the investment results of the MSCI USA Choice ESG Screened Index (the “underlying index”). The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance (“ESG”) ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.

      Grade (RS Rating)

      Last Trade

      $51.89

      Average Daily Volume

      82,986

      Number of Holdings *

      347

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

      JPMorgan Carbon Transition U.S. Equity ETF

      JCTR Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.

      Grade (RS Rating)

      Last Trade

      $81.11

      Average Daily Volume

      149

      Number of Holdings *

      428

      * may have additional holdings in another (foreign) market
      Performance
      Period USXF JCTR
      30 Days 3.47% 4.02%
      60 Days 6.46% 5.04%
      90 Days 6.86% 6.88%
      12 Months 38.85% 32.99%
      198 Overlapping Holdings
      Symbol Grade Weight in USXF Weight in JCTR Overlap
      A D 0.18% 0.14% 0.14%
      ACGL D 0.17% 0.12% 0.12%
      ACM A 0.07% 0.05% 0.05%
      ADBE C 1.06% 0.69% 0.69%
      ADI D 0.5% 0.03% 0.03%
      ADP B 0.58% 0.47% 0.47%
      ADSK A 0.32% 0.25% 0.25%
      AFL B 0.29% 0.23% 0.23%
      AIG B 0.24% 0.17% 0.17%
      AJG B 0.31% 0.24% 0.24%
      ALLE D 0.06% 0.04% 0.04%
      ALLY C 0.05% 0.04% 0.04%
      ALNY D 0.14% 0.12% 0.12%
      AMAT F 0.67% 0.5% 0.5%
      AMD F 1.08% 0.66% 0.66%
      AME A 0.22% 0.17% 0.17%
      AMGN D 0.72% 0.55% 0.55%
      AMH D 0.06% 0.04% 0.04%
      AMT D 0.45% 0.02% 0.02%
      ANET C 0.48% 0.37% 0.37%
      ANSS B 0.14% 0.11% 0.11%
      AON A 0.36% 0.28% 0.28%
      APO B 0.32% 0.29% 0.29%
      AVB B 0.16% 0.12% 0.12%
      AVGO D 3.51% 1.69% 1.69%
      AVY D 0.08% 0.06% 0.06%
      AWK D 0.13% 0.19% 0.13%
      AXP A 0.79% 0.6% 0.6%
      AZO C 0.26% 0.12% 0.12%
      BAH F 0.09% 0.07% 0.07%
      BBWI D 0.03% 0.03% 0.03%
      BKNG A 0.81% 0.68% 0.68%
      BLK C 0.73% 0.22% 0.22%
      BSY D 0.04% 0.02% 0.02%
      BXP D 0.06% 0.04% 0.04%
      CAG D 0.06% 0.04% 0.04%
      CB C 0.53% 0.43% 0.43%
      CBOE B 0.1% 0.08% 0.08%
      CBRE B 0.2% 0.15% 0.15%
      CCI D 0.22% 0.15% 0.15%
      CDNS B 0.39% 0.3% 0.3%
      CDW F 0.11% 0.09% 0.09%
      CHD B 0.13% 0.1% 0.1%
      CHRW C 0.06% 0.04% 0.04%
      CLX B 0.1% 0.08% 0.08%
      CMCSA B 0.8% 0.34% 0.34%
      CME A 0.4% 0.3% 0.3%
      CMI A 0.24% 0.11% 0.11%
      CNH C 0.05% 0.03% 0.03%
      COF B 0.33% 0.26% 0.26%
      CPB D 0.04% 0.03% 0.03%
      CPRT A 0.23% 0.17% 0.17%
      CSGP D 0.14% 0.11% 0.11%
      CSL C 0.1% 0.07% 0.07%
      CTAS B 0.38% 0.28% 0.28%
      DAY B 0.06% 0.04% 0.04%
      DDOG A 0.18% 0.14% 0.14%
      DE A 0.5% 0.34% 0.34%
      DECK A 0.13% 0.1% 0.1%
      DFS B 0.21% 0.16% 0.16%
      DHI D 0.23% 0.18% 0.18%
      DHR F 0.74% 0.2% 0.2%
      DLR B 0.29% 0.02% 0.02%
      DOV A 0.13% 0.1% 0.1%
      DXCM D 0.14% 0.11% 0.11%
      EA A 0.2% 0.16% 0.16%
      EBAY D 0.15% 0.11% 0.11%
      EG C 0.08% 0.05% 0.05%
      EL F 0.07% 0.05% 0.05%
      ELV F 0.44% 0.32% 0.32%
      ENPH F 0.04% 0.06% 0.04%
      EPAM C 0.06% 0.06% 0.06%
      EW C 0.2% 0.15% 0.15%
      EXPD D 0.08% 0.06% 0.06%
      FI A 0.6% 0.45% 0.45%
      FIS C 0.23% 0.19% 0.19%
      FSLR F 0.09% 0.15% 0.09%
      FTNT C 0.28% 0.22% 0.22%
      GEN B 0.08% 0.06% 0.06%
      GIS D 0.17% 0.13% 0.13%
      GPC D 0.08% 0.03% 0.03%
      GPN B 0.14% 0.11% 0.11%
      GWW B 0.25% 0.19% 0.19%
      HD A 1.94% 1.05% 1.05%
      HIG B 0.17% 0.1% 0.1%
      HLT A 0.3% 0.15% 0.15%
      HOLX D 0.09% 0.07% 0.07%
      HUBB B 0.12% 0.09% 0.09%
      HUBS A 0.16% 0.13% 0.13%
      ICE C 0.43% 0.33% 0.33%
      IDXX F 0.16% 0.13% 0.13%
      IEX B 0.08% 0.07% 0.07%
      IFF D 0.11% 0.09% 0.09%
      INCY C 0.06% 0.05% 0.05%
      INTC D 0.49% 0.04% 0.04%
      INTU C 0.86% 0.66% 0.66%
      IPG D 0.05% 0.04% 0.04%
      IQV D 0.17% 0.14% 0.14%
      IR B 0.2% 0.15% 0.15%
      IT C 0.19% 0.15% 0.15%
      ITW B 0.38% 0.3% 0.3%
      JKHY D 0.06% 0.04% 0.04%
      K A 0.11% 0.07% 0.07%
      KDP D 0.17% 0.13% 0.13%
      KEYS A 0.13% 0.1% 0.1%
      KIM A 0.08% 0.06% 0.06%
      KLAC D 0.4% 0.32% 0.32%
      KMX B 0.06% 0.04% 0.04%
      LII A 0.1% 0.07% 0.07%
      LIN D 1.03% 0.67% 0.67%
      LOW D 0.71% 0.09% 0.09%
      LPLA A 0.11% 0.08% 0.08%
      LRCX F 0.44% 0.06% 0.06%
      LULU C 0.16% 0.15% 0.15%
      LW C 0.05% 0.04% 0.04%
      LYV A 0.1% 0.07% 0.07%
      MA C 2.07% 1.14% 1.14%
      MAS D 0.08% 0.07% 0.07%
      MCO B 0.37% 0.29% 0.29%
      MDB C 0.1% 0.07% 0.07%
      MKC D 0.09% 0.07% 0.07%
      MKTX D 0.05% 0.04% 0.04%
      MMC B 0.52% 0.02% 0.02%
      MRNA F 0.06% 0.05% 0.05%
      MRVL B 0.37% 0.29% 0.29%
      MS A 0.77% 0.57% 0.57%
      MTD D 0.12% 0.11% 0.11%
      MU D 0.52% 0.08% 0.08%
      NDAQ A 0.17% 0.11% 0.11%
      NDSN B 0.07% 0.05% 0.05%
      NEM D 0.24% 0.16% 0.16%
      NET B 0.14% 0.1% 0.1%
      NOW A 1.01% 0.74% 0.74%
      NVDA C 17.37% 6.75% 6.75%
      OKTA C 0.06% 0.04% 0.04%
      OMC C 0.09% 0.08% 0.08%
      OTIS C 0.2% 0.15% 0.15%
      PANW C 0.6% 0.45% 0.45%
      PAYX C 0.22% 0.17% 0.17%
      PCAR B 0.28% 0.22% 0.22%
      PGR A 0.72% 0.56% 0.56%
      PH A 0.43% 0.34% 0.34%
      PHM D 0.13% 0.1% 0.1%
      PLD D 0.51% 0.39% 0.39%
      PODD C 0.09% 0.06% 0.06%
      POOL C 0.07% 0.05% 0.05%
      PRU A 0.22% 0.17% 0.17%
      PSA D 0.25% 0.2% 0.2%
      PSTG D 0.07% 0.05% 0.05%
      PTC A 0.11% 0.09% 0.09%
      PYPL B 0.4% 0.33% 0.33%
      QCOM F 0.88% 0.2% 0.2%
      REG B 0.06% 0.05% 0.05%
      REGN F 0.39% 0.3% 0.3%
      RMD C 0.17% 0.13% 0.13%
      ROK B 0.15% 0.13% 0.13%
      ROP B 0.28% 0.22% 0.22%
      ROST C 0.22% 0.06% 0.06%
      RSG A 0.22% 0.16% 0.16%
      SBAC D 0.11% 0.09% 0.09%
      SCHW B 0.58% 0.44% 0.44%
      SHW A 0.43% 0.12% 0.12%
      SJM D 0.06% 0.04% 0.04%
      SNA A 0.09% 0.07% 0.07%
      SNPS B 0.39% 0.31% 0.31%
      SPG B 0.28% 0.21% 0.21%
      SPGI C 0.77% 0.56% 0.56%
      SYF B 0.12% 0.1% 0.1%
      SYK C 0.64% 0.51% 0.51%
      TEAM A 0.19% 0.15% 0.15%
      TJX A 0.65% 0.05% 0.05%
      TOST B 0.07% 0.06% 0.06%
      TRMB B 0.08% 0.06% 0.06%
      TRU D 0.09% 0.07% 0.07%
      TRV B 0.29% 0.22% 0.22%
      TSCO D 0.14% 0.11% 0.11%
      TT A 0.45% 0.31% 0.31%
      TWLO A 0.08% 0.07% 0.07%
      TXN C 0.88% 0.16% 0.16%
      TYL B 0.12% 0.1% 0.1%
      ULTA F 0.08% 0.07% 0.07%
      URI B 0.26% 0.21% 0.21%
      V A 2.36% 1.21% 1.21%
      VEEV C 0.16% 0.13% 0.13%
      VLTO D 0.12% 0.09% 0.09%
      VRSK A 0.19% 0.3% 0.19%
      VRTX F 0.56% 0.46% 0.46%
      VZ C 0.85% 0.15% 0.15%
      WAB B 0.17% 0.13% 0.13%
      WAT B 0.1% 0.08% 0.08%
      WBA F 0.03% 0.02% 0.02%
      WM A 0.42% 0.33% 0.33%
      WPC D 0.06% 0.04% 0.04%
      WSM B 0.08% 0.06% 0.06%
      XYL D 0.14% 0.11% 0.11%
      YUM B 0.18% 0.14% 0.14%
      ZBRA B 0.09% 0.07% 0.07%
      ZS C 0.09% 0.03% 0.03%
      USXF Overweight 149 Positions Relative to JCTR
      Symbol Grade Weight
      ETN A 0.7%
      GEV B 0.45%
      EQIX A 0.42%
      MELI D 0.42%
      APH A 0.41%
      WELL A 0.4%
      PNC B 0.39%
      CRWD B 0.39%
      USB A 0.38%
      ZTS D 0.38%
      TGT F 0.35%
      APD A 0.35%
      ORLY B 0.34%
      CRH A 0.33%
      HCA F 0.32%
      MSTR C 0.32%
      TFC A 0.3%
      BK A 0.28%
      RCL A 0.28%
      AMP A 0.27%
      NXPI D 0.27%
      FICO B 0.27%
      DASH A 0.26%
      WDAY B 0.26%
      VRT B 0.24%
      WCN A 0.23%
      PWR A 0.23%
      HWM A 0.22%
      KVUE A 0.22%
      FAST B 0.22%
      AXON A 0.21%
      TEL B 0.21%
      FERG B 0.2%
      ODFL B 0.2%
      GLW B 0.19%
      SNOW C 0.19%
      VMC B 0.18%
      CTSH B 0.18%
      MCHP D 0.17%
      MTB A 0.17%
      GEHC F 0.17%
      MLM B 0.17%
      CHTR C 0.17%
      HUM C 0.16%
      IRM D 0.16%
      WTW B 0.15%
      GRMN B 0.15%
      RJF A 0.15%
      STT A 0.14%
      PPG F 0.14%
      MPWR F 0.14%
      ON D 0.14%
      VTR C 0.13%
      FTV C 0.13%
      TROW B 0.13%
      GDDY A 0.13%
      BRO B 0.13%
      NVR D 0.13%
      BR A 0.13%
      SW A 0.13%
      HPE B 0.13%
      RF A 0.12%
      EME C 0.12%
      NTAP C 0.12%
      HBAN A 0.12%
      EQR B 0.12%
      NTRS A 0.11%
      WST C 0.11%
      WBD C 0.11%
      BIIB F 0.11%
      ZBH C 0.11%
      PFG D 0.1%
      INVH D 0.1%
      STLD B 0.1%
      STE F 0.1%
      PKG A 0.1%
      WDC D 0.1%
      ILMN D 0.1%
      BLDR D 0.1%
      BBY D 0.09%
      KEY B 0.09%
      DGX A 0.09%
      FDS B 0.09%
      WSO A 0.09%
      BALL D 0.09%
      IP B 0.09%
      DRI B 0.09%
      STX D 0.09%
      ALGN D 0.08%
      VRSN F 0.08%
      CF B 0.08%
      TER D 0.08%
      DOCU A 0.08%
      ARE D 0.08%
      MOH F 0.08%
      MANH D 0.08%
      DG F 0.08%
      OC A 0.08%
      FWONK B 0.08%
      PNR A 0.08%
      RPM A 0.08%
      RS B 0.08%
      FFIV B 0.07%
      ROL B 0.07%
      JBL B 0.07%
      DT C 0.07%
      JBHT C 0.07%
      ENTG D 0.07%
      DOC D 0.07%
      UTHR C 0.07%
      DPZ C 0.07%
      BMRN D 0.06%
      CG A 0.06%
      NBIX C 0.06%
      HST C 0.06%
      SWK D 0.06%
      AVTR F 0.06%
      AKAM D 0.06%
      SWKS F 0.06%
      RVTY F 0.06%
      CRL C 0.05%
      HSIC B 0.05%
      SOLV C 0.05%
      NLY C 0.05%
      RPRX D 0.05%
      EXAS D 0.05%
      LKQ D 0.05%
      TECH D 0.05%
      CTLT B 0.05%
      IOT A 0.05%
      CCK C 0.05%
      PAYC B 0.05%
      AIZ A 0.05%
      JNPR F 0.05%
      DVA B 0.04%
      MOS F 0.04%
      TTC D 0.04%
      AOS F 0.04%
      HRL D 0.04%
      TFX F 0.04%
      KNX B 0.04%
      FBIN D 0.04%
      UHAL D 0.03%
      BEN C 0.03%
      QRVO F 0.03%
      BIO D 0.03%
      H B 0.03%
      AZPN A 0.03%
      WLK D 0.02%
      USXF Underweight 230 Positions Relative to JCTR
      Symbol Grade Weight
      AAPL C -6.45%
      MSFT F -5.71%
      AMZN C -3.43%
      GOOGL C -3.03%
      TSLA B -1.98%
      META D -1.96%
      LLY F -1.42%
      UNH C -1.16%
      NFLX A -1.01%
      BRK.A B -0.95%
      CSCO B -0.77%
      COP C -0.74%
      ACN C -0.71%
      MCD D -0.69%
      CAT B -0.68%
      GS A -0.68%
      JNJ D -0.68%
      ISRG A -0.67%
      COST B -0.56%
      NEE D -0.55%
      IBM C -0.54%
      UBER D -0.49%
      C A -0.49%
      WMB A -0.49%
      BSX B -0.48%
      WMT A -0.48%
      OKE A -0.46%
      SLB C -0.45%
      PLTR B -0.44%
      GILD C -0.43%
      BX A -0.43%
      BAC A -0.41%
      ABBV D -0.4%
      NKE D -0.34%
      KKR A -0.34%
      ORCL B -0.33%
      CRM B -0.33%
      MRK F -0.32%
      CI F -0.31%
      CMG B -0.31%
      TRGP B -0.31%
      MCK B -0.3%
      MSI B -0.3%
      EMR A -0.28%
      CVX A -0.27%
      CVS D -0.26%
      WFC A -0.25%
      FANG D -0.24%
      SPOT B -0.24%
      ECL D -0.23%
      ABNB C -0.22%
      TMO F -0.22%
      CARR D -0.21%
      ABT B -0.19%
      MAR B -0.19%
      HAL C -0.19%
      SRE A -0.19%
      NU C -0.18%
      O D -0.18%
      MET A -0.18%
      DIS B -0.17%
      SQ B -0.17%
      MSCI C -0.17%
      ES D -0.16%
      LEN D -0.16%
      PEG A -0.16%
      T A -0.16%
      MNST C -0.15%
      COR B -0.15%
      EXC C -0.14%
      KMB D -0.14%
      KR B -0.13%
      EXR D -0.13%
      STZ D -0.13%
      EOG A -0.13%
      EIX B -0.13%
      SYY B -0.12%
      EFX F -0.12%
      ED D -0.12%
      PFE D -0.11%
      TTWO A -0.11%
      HSY F -0.1%
      ARES A -0.1%
      KHC F -0.09%
      UNP C -0.09%
      TDY B -0.08%
      HOOD B -0.08%
      ADM D -0.08%
      EXPE B -0.08%
      WRB A -0.07%
      IBKR A -0.07%
      AR B -0.07%
      ESS B -0.07%
      FOXA B -0.06%
      RGA A -0.06%
      NI A -0.06%
      TSN B -0.06%
      GWRE A -0.06%
      PINS D -0.06%
      RBA A -0.06%
      NTRA B -0.06%
      CNP B -0.06%
      CASY A -0.05%
      GLOB B -0.05%
      GNRC B -0.05%
      CLH B -0.05%
      RNR C -0.05%
      USFD A -0.05%
      TW A -0.05%
      ALB C -0.05%
      JEF A -0.05%
      GGG B -0.05%
      Z A -0.05%
      UDR B -0.05%
      CUBE D -0.04%
      HAS D -0.04%
      GME C -0.04%
      MTZ B -0.04%
      SSD D -0.04%
      FND C -0.04%
      AYI B -0.04%
      OHI C -0.04%
      WFRD D -0.04%
      NVT B -0.04%
      FRT B -0.04%
      TPR B -0.04%
      FLS B -0.04%
      PCTY B -0.04%
      AFRM B -0.04%
      JLL D -0.04%
      TTEK F -0.04%
      BG F -0.04%
      WTRG B -0.04%
      PRI A -0.04%
      PFGC B -0.04%
      LAD A -0.04%
      FMC D -0.03%
      LYFT C -0.03%
      ACI C -0.03%
      CFLT B -0.03%
      G B -0.03%
      WEX D -0.03%
      LSCC D -0.03%
      ESI A -0.03%
      RGEN D -0.03%
      CE F -0.03%
      CIEN B -0.03%
      HES B -0.03%
      ELS C -0.03%
      VFC C -0.03%
      REXR F -0.03%
      INGR B -0.03%
      MORN B -0.03%
      RHI B -0.03%
      FE C -0.03%
      ONTO D -0.03%
      TAP C -0.03%
      SMCI F -0.03%
      WCC B -0.03%
      SCCO F -0.03%
      MDT D -0.03%
      VNT B -0.02%
      CWEN C -0.02%
      HUN F -0.02%
      FLO D -0.02%
      U C -0.02%
      YETI C -0.02%
      POST C -0.02%
      STAG F -0.02%
      WEN D -0.02%
      LSTR D -0.02%
      CGNX C -0.02%
      COTY F -0.02%
      HAYW B -0.02%
      AGNC D -0.02%
      RYN D -0.02%
      PAG B -0.02%
      WHR B -0.02%
      SBUX A -0.02%
      WU D -0.02%
      DV C -0.02%
      MTCH D -0.02%
      STWD C -0.02%
      MIDD C -0.02%
      ETSY D -0.02%
      PLNT A -0.02%
      ASH D -0.02%
      DUK C -0.02%
      XP F -0.02%
      DLB B -0.02%
      AMG B -0.02%
      NFG A -0.02%
      MKSI C -0.02%
      SLM A -0.02%
      FCN D -0.02%
      AXS A -0.02%
      FRPT B -0.02%
      OLED D -0.02%
      VVV F -0.02%
      UGI A -0.02%
      MSA D -0.02%
      RL B -0.02%
      PATH C -0.02%
      SKX D -0.02%
      BRX A -0.02%
      CROX D -0.02%
      AL B -0.02%
      NFE D -0.01%
      SIRI C -0.01%
      CHH A -0.01%
      PEGA A -0.01%
      AGR B -0.01%
      TPG A -0.01%
      DNB B -0.01%
      CERT F -0.01%
      GNTX C -0.01%
      CPRI F -0.01%
      HXL D -0.01%
      COLM B -0.01%
      MAN D -0.01%
      IONS F -0.01%
      ENOV C -0.01%
      ELF C -0.01%
      ZI D -0.01%
      IRDM D -0.01%
      W F -0.01%
      BHF B -0.0%
      MPW F -0.0%
      PINC B -0.0%
      SMG D -0.0%

      USXF: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Semiconductors Business Services Diagnostics & Research Biotechnology Asset Management Specialty Retail Capital Markets Packaged Foods Banks - Regional - US Credit Services Software - Infrastructure Specialty Chemicals Building Materials Semiconductor Equipment & Materials Insurance Brokers Medical Devices Medical Instruments & Supplies Packaging & Containers
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Electronics Semiconductor Telecommunications Aerospace Real Estate Investment Trust IBD 50 Mining Chemical Integrated Circuits Medicine Bank Biotechnology Cloud Computing Insurance Products Software As A Service Banking

      JCTR: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Business Services Packaged Foods Capital Markets Software - Infrastructure Specialty Retail Credit Services Diagnostics & Research Semiconductors Asset Management Biotechnology Information Technology Services Drug Manufacturers - Major Utilities - Regulated Electric Household & Personal Products Medical Devices Oil & Gas E&P REIT - Industrial REIT - Residential
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Natural Gas Dow Jones Component Real Estate Investment Trust Electronics Telecommunications Chemical Electricity Mining Mobile Devices Cloud Computing Medicine IBD 50 Insurance Products Retailing Semiconductor Clothing
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