VOTE vs. MCDS ETF Comparison

Comparison of Engine No. 1 Transform 500 ETF (VOTE) to JPMorgan Fundamental Data Science Mid Core ETF (MCDS)
VOTE

Engine No. 1 Transform 500 ETF

VOTE Description

VOTE is a large-cap equity index fund with a strategy to drive positive impact for employees, customers, communities and the environment as an active owner who votes our shares accordingly.

Grade (RS Rating)

Last Trade

$69.99

Average Daily Volume

43,640

Number of Holdings *

497

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

JPMorgan Fundamental Data Science Mid Core ETF

MCDS Description Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and consumer discretionary sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.

Grade (RS Rating)

Last Trade

$59.59

Average Daily Volume

50

Number of Holdings *

139

* may have additional holdings in another (foreign) market
Performance
Period VOTE MCDS
30 Days 3.47% 7.18%
60 Days 5.08% 8.27%
90 Days 6.78% 10.50%
12 Months 33.39%
98 Overlapping Holdings
Symbol Grade Weight in VOTE Weight in MCDS Overlap
ACGL D 0.07% 1.07% 0.07%
ADM D 0.05% 0.45% 0.05%
AJG B 0.13% 0.35% 0.13%
ALNY D 0.06% 0.6% 0.06%
AME A 0.09% 0.42% 0.09%
APP B 0.13% 0.12% 0.12%
ARES A 0.06% 0.75% 0.06%
AVB B 0.06% 0.81% 0.06%
BAH F 0.04% 0.71% 0.04%
BALL D 0.04% 0.39% 0.04%
BBY D 0.03% 0.7% 0.03%
BURL A 0.03% 0.71% 0.03%
CAH B 0.06% 0.98% 0.06%
CBRE B 0.08% 0.77% 0.08%
CHD B 0.05% 0.28% 0.05%
CHTR C 0.07% 0.65% 0.07%
CMS C 0.04% 1.0% 0.04%
CSL C 0.04% 0.9% 0.04%
CTRA B 0.04% 0.68% 0.04%
CTSH B 0.08% 0.71% 0.08%
DAL C 0.08% 0.84% 0.08%
DDOG A 0.08% 0.58% 0.08%
DFS B 0.09% 0.9% 0.09%
DGX A 0.04% 0.7% 0.04%
DOV A 0.05% 1.12% 0.05%
DOW F 0.06% 0.51% 0.06%
DRI B 0.04% 0.69% 0.04%
DXCM D 0.06% 0.21% 0.06%
EIX B 0.07% 0.66% 0.07%
ENTG D 0.03% 0.67% 0.03%
EXPE B 0.05% 0.73% 0.05%
FANG D 0.06% 1.1% 0.06%
FCNCA A 0.06% 0.38% 0.06%
FICO B 0.11% 0.23% 0.11%
FIS C 0.09% 1.49% 0.09%
FITB A 0.06% 0.24% 0.06%
GPC D 0.03% 0.2% 0.03%
GRMN B 0.06% 1.16% 0.06%
HEI B 0.02% 1.24% 0.02%
HEI B 0.03% 1.24% 0.03%
HIG B 0.07% 1.0% 0.07%
HLT A 0.12% 1.13% 0.12%
HPE B 0.06% 0.78% 0.06%
HSY F 0.05% 0.51% 0.05%
HUBB B 0.05% 0.27% 0.05%
HUBS A 0.07% 0.79% 0.07%
HUM C 0.07% 0.47% 0.07%
HWM A 0.09% 1.43% 0.09%
IEX B 0.03% 0.69% 0.03%
IQV D 0.07% 0.71% 0.07%
IT C 0.08% 0.75% 0.08%
JBHT C 0.03% 0.78% 0.03%
L A 0.03% 0.81% 0.03%
LDOS C 0.04% 0.66% 0.04%
LNG B 0.1% 0.3% 0.1%
LPLA A 0.05% 0.34% 0.05%
LVS C 0.04% 0.46% 0.04%
LYB F 0.04% 0.32% 0.04%
MAA B 0.04% 0.71% 0.04%
MAS D 0.03% 0.6% 0.03%
MCHP D 0.07% 0.72% 0.07%
MDB C 0.04% 0.45% 0.04%
MLM B 0.07% 0.85% 0.07%
MSCI C 0.09% 0.59% 0.09%
MTB A 0.07% 1.22% 0.07%
MTD D 0.05% 0.62% 0.05%
NTRS A 0.04% 0.75% 0.04%
ON D 0.06% 0.38% 0.06%
PCG A 0.09% 0.92% 0.09%
PEG A 0.09% 0.32% 0.09%
PKG A 0.04% 0.81% 0.04%
PLTR B 0.24% 0.65% 0.24%
POOL C 0.03% 0.22% 0.03%
PRU A 0.09% 0.35% 0.09%
PWR A 0.1% 1.29% 0.1%
RCL A 0.11% 1.07% 0.11%
RF A 0.05% 0.98% 0.05%
RJF A 0.06% 1.6% 0.06%
ROST C 0.09% 0.8% 0.09%
SBAC D 0.05% 1.12% 0.05%
SMCI F 0.03% 0.03% 0.03%
SQ B 0.1% 1.37% 0.1%
SSNC B 0.03% 0.8% 0.03%
STT A 0.06% 1.04% 0.06%
TDY B 0.04% 0.25% 0.04%
TER D 0.03% 0.54% 0.03%
TSCO D 0.06% 0.27% 0.06%
TTD B 0.11% 1.32% 0.11%
TTWO A 0.06% 0.71% 0.06%
TYL B 0.05% 1.06% 0.05%
WAB B 0.07% 1.08% 0.07%
WEC A 0.06% 1.29% 0.06%
WMB A 0.14% 1.39% 0.14%
WST C 0.05% 0.6% 0.05%
WY D 0.04% 0.58% 0.04%
XEL A 0.08% 1.08% 0.08%
ZBH C 0.04% 0.7% 0.04%
ZBRA B 0.04% 0.92% 0.04%
VOTE Overweight 399 Positions Relative to MCDS
Symbol Grade Weight
NVDA C 6.79%
AAPL C 6.39%
MSFT F 5.99%
AMZN C 3.67%
META D 2.41%
GOOGL C 1.92%
TSLA B 1.84%
GOOG C 1.72%
BRK.A B 1.66%
AVGO D 1.46%
JPM A 1.36%
LLY F 1.24%
UNH C 1.07%
XOM B 1.06%
V A 1.01%
COST B 0.83%
MA C 0.82%
PG A 0.8%
HD A 0.79%
WMT A 0.75%
NFLX A 0.75%
JNJ D 0.73%
CRM B 0.61%
BAC A 0.61%
ORCL B 0.6%
ABBV D 0.59%
CVX A 0.53%
WFC A 0.5%
KO D 0.49%
MRK F 0.49%
CSCO B 0.45%
ADBE C 0.44%
ACN C 0.44%
LIN D 0.43%
PEP F 0.43%
AMD F 0.43%
NOW A 0.42%
DIS B 0.41%
MCD D 0.41%
ABT B 0.4%
PM B 0.4%
IBM C 0.4%
GS A 0.38%
GE D 0.38%
ISRG A 0.38%
TMO F 0.38%
INTU C 0.37%
CAT B 0.37%
VZ C 0.35%
TXN C 0.35%
QCOM F 0.34%
BKNG A 0.34%
CMCSA B 0.33%
MS A 0.33%
T A 0.32%
AXP A 0.32%
NEE D 0.31%
RTX C 0.31%
SPGI C 0.31%
DHR F 0.3%
BLK C 0.3%
PGR A 0.3%
AMGN D 0.3%
HON B 0.29%
ETN A 0.29%
LOW D 0.29%
PFE D 0.28%
AMAT F 0.28%
UNP C 0.28%
UBER D 0.27%
BX A 0.27%
SYK C 0.27%
C A 0.26%
BSX B 0.26%
TJX A 0.26%
PANW C 0.25%
COP C 0.25%
ADP B 0.24%
FI A 0.24%
TMUS B 0.23%
VRTX F 0.23%
SCHW B 0.23%
BMY B 0.23%
MMC B 0.22%
DE A 0.22%
GILD C 0.22%
SBUX A 0.22%
MU D 0.22%
LMT D 0.22%
PLD D 0.21%
ADI D 0.21%
BA F 0.21%
CB C 0.21%
MDT D 0.21%
ANET C 0.2%
INTC D 0.2%
KKR A 0.2%
LRCX F 0.19%
MO A 0.19%
UPS C 0.19%
MELI D 0.19%
SO D 0.19%
SHW A 0.18%
PH A 0.18%
ICE C 0.18%
CI F 0.18%
GEV B 0.18%
ELV F 0.18%
TT A 0.18%
AMT D 0.18%
KLAC D 0.17%
SNPS B 0.17%
PYPL B 0.17%
MDLZ F 0.17%
APH A 0.17%
EQIX A 0.17%
DUK C 0.17%
NKE D 0.17%
USB A 0.16%
MRVL B 0.16%
ITW B 0.16%
ZTS D 0.16%
WM A 0.16%
CME A 0.16%
MCK B 0.16%
CMG B 0.16%
PNC B 0.16%
CRWD B 0.16%
MSI B 0.16%
AON A 0.16%
CDNS B 0.16%
WELL A 0.16%
MCO B 0.15%
CTAS B 0.15%
CL D 0.15%
EOG A 0.15%
REGN F 0.15%
CEG D 0.15%
ORLY B 0.14%
MSTR C 0.14%
COF B 0.14%
TDG D 0.14%
MMM D 0.14%
CVS D 0.14%
NOC D 0.14%
EMR A 0.14%
APD A 0.14%
BDX F 0.13%
APO B 0.13%
MAR B 0.13%
FDX B 0.13%
ADSK A 0.13%
OKE A 0.13%
GD F 0.13%
CSX B 0.13%
ROP B 0.12%
TRV B 0.12%
SRE A 0.12%
NSC B 0.12%
DLR B 0.12%
FTNT C 0.12%
ECL D 0.12%
HCA F 0.12%
TFC A 0.12%
GM B 0.12%
FCX D 0.12%
SLB C 0.12%
CARR D 0.12%
VST B 0.11%
MPC D 0.11%
PSX C 0.11%
SPG B 0.11%
URI B 0.11%
SNOW C 0.11%
KMI A 0.11%
TGT F 0.11%
JCI C 0.11%
AFL B 0.11%
AMP A 0.11%
ABNB C 0.11%
WDAY B 0.11%
NXPI D 0.11%
BK A 0.11%
COIN C 0.11%
PCAR B 0.11%
D C 0.1%
AIG B 0.1%
CPRT A 0.1%
NEM D 0.1%
O D 0.1%
CMI A 0.1%
MET A 0.1%
VRT B 0.1%
AEP D 0.1%
AZO C 0.1%
DASH A 0.1%
PSA D 0.1%
ALL A 0.1%
GWW B 0.1%
RSG A 0.09%
AXON A 0.09%
VLO C 0.09%
BKR B 0.09%
CCI D 0.09%
TRGP B 0.09%
KMB D 0.09%
LHX C 0.09%
PAYX C 0.09%
FAST B 0.09%
DHI D 0.09%
A D 0.08%
STZ D 0.08%
EXC C 0.08%
KR B 0.08%
LEN D 0.08%
TEAM A 0.08%
OTIS C 0.08%
EA A 0.08%
VRSK A 0.08%
HES B 0.08%
ODFL B 0.08%
IR B 0.08%
KVUE A 0.08%
COR B 0.08%
CTVA C 0.08%
EW C 0.08%
F C 0.08%
VICI C 0.07%
ED D 0.07%
IDXX F 0.07%
DD D 0.07%
IRM D 0.07%
LULU C 0.07%
KDP D 0.07%
EXR D 0.07%
GIS D 0.07%
RMD C 0.07%
NUE C 0.07%
DELL C 0.07%
GLW B 0.07%
VMC B 0.07%
HPQ B 0.07%
SYY B 0.07%
YUM B 0.07%
MNST C 0.07%
HAL C 0.06%
CVNA B 0.06%
CPNG D 0.06%
PPG F 0.06%
TPL A 0.06%
GPN B 0.06%
KEYS A 0.06%
XYL D 0.06%
ANSS B 0.06%
UAL A 0.06%
EBAY D 0.06%
EFX F 0.06%
NDAQ A 0.06%
CSGP D 0.06%
NET B 0.06%
CNC D 0.06%
VEEV C 0.06%
ROK B 0.06%
ETR B 0.06%
GEHC F 0.06%
WTW B 0.06%
OXY D 0.06%
CDW F 0.05%
CINF A 0.05%
DVN F 0.05%
EME C 0.05%
AEE A 0.05%
VLTO D 0.05%
CCL B 0.05%
HBAN A 0.05%
DTE C 0.05%
PPL B 0.05%
EQR B 0.05%
RBLX C 0.05%
GDDY A 0.05%
VTR C 0.05%
CPAY A 0.05%
SYF B 0.05%
NTAP C 0.05%
TROW B 0.05%
EQT B 0.05%
MPWR F 0.05%
NVR D 0.05%
BR A 0.05%
PHM D 0.05%
FTV C 0.05%
AWK D 0.05%
BRO B 0.05%
KHC F 0.05%
DECK A 0.05%
TSN B 0.04%
PODD C 0.04%
HOLX D 0.04%
FDS B 0.04%
FSLR F 0.04%
LUV C 0.04%
ZS C 0.04%
WSO A 0.04%
TRU D 0.04%
WRB A 0.04%
INVH D 0.04%
ZM B 0.04%
ESS B 0.04%
MKC D 0.04%
PFG D 0.04%
OMC C 0.04%
STX D 0.04%
NRG B 0.04%
CNP B 0.04%
IP B 0.04%
LH C 0.04%
LYV A 0.04%
DKNG B 0.04%
LII A 0.04%
WSM B 0.04%
CLX B 0.04%
CFG B 0.04%
WDC D 0.04%
STE F 0.04%
K A 0.04%
STLD B 0.04%
BLDR D 0.04%
FE C 0.04%
ILMN D 0.04%
WAT B 0.04%
MKL A 0.04%
ES D 0.04%
ATO A 0.04%
WBD C 0.04%
BIIB F 0.04%
IFF D 0.04%
PTC A 0.04%
APTV D 0.03%
MRNA F 0.03%
CAG D 0.03%
SWK D 0.03%
DLTR F 0.03%
SWKS F 0.03%
RVTY F 0.03%
AVTR F 0.03%
AKAM D 0.03%
JBL B 0.03%
DT C 0.03%
ROL B 0.03%
EVRG A 0.03%
AMCR D 0.03%
EL F 0.03%
DPZ C 0.03%
PSTG D 0.03%
VTRS A 0.03%
SUI D 0.03%
VRSN F 0.03%
TXT D 0.03%
AVY D 0.03%
MRO B 0.03%
DG F 0.03%
ULTA F 0.03%
CF B 0.03%
ARE D 0.03%
BAX D 0.03%
EG C 0.03%
EXPD D 0.03%
J F 0.03%
ALGN D 0.03%
MOH F 0.03%
GEN B 0.03%
TRMB B 0.03%
PINS D 0.03%
RS B 0.03%
CE F 0.02%
ENPH F 0.02%
SCCO F 0.02%
HRL D 0.02%
CPB D 0.02%
MGM D 0.02%
RPRX D 0.02%
ERIE D 0.02%
CNH C 0.02%
FOXA B 0.02%
CG A 0.02%
SNAP C 0.02%
INCY C 0.02%
BMRN D 0.02%
SJM D 0.02%
OKTA C 0.02%
WPC D 0.02%
BG F 0.02%
KMX B 0.02%
AGR B 0.01%
WLK D 0.01%
FOX A 0.01%
SIRI C 0.01%
CRBG B 0.01%
LEN D 0.0%
VOTE Underweight 42 Positions Relative to MCDS
Symbol Grade Weight
NTRA B -0.98%
FHN A -0.98%
SAIA B -0.97%
ATR B -0.83%
EHC B -0.83%
PFGC B -0.82%
FTI A -0.8%
RL B -0.79%
REG B -0.78%
TOL B -0.77%
CUBE D -0.74%
BJ A -0.74%
ELS C -0.73%
AAON B -0.72%
MANH D -0.72%
EGP F -0.67%
FBIN D -0.67%
NVST B -0.67%
EXP A -0.66%
USFD A -0.66%
RLI B -0.64%
AXTA A -0.64%
SNX C -0.63%
LKQ D -0.62%
CNM D -0.61%
JAZZ B -0.58%
CC C -0.52%
BBWI D -0.47%
NTNX A -0.46%
POST C -0.44%
REYN D -0.43%
ESI A -0.43%
AGCO D -0.4%
REXR F -0.39%
SRPT D -0.37%
TPR B -0.36%
AES F -0.21%
TW A -0.21%
CFLT B -0.17%
NCNO B -0.17%
VKTX F -0.12%
PCTY B -0.09%
Compare ETFs