WDNA vs. JEPI ETF Comparison
Comparison of WisdomTree BioRevolution Fund (WDNA) to JPMorgan Equity Premium Income ETF (JEPI)
WDNA
WisdomTree BioRevolution Fund
WDNA Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree BioRevolution Index (?index?). The fund generally uses a representative sampling strategy to achieve its investment objective, meaning it generally will invest in a sample of the securities in the index whose risk, return and other characteristics resemble the risk, return and other characteristics of the Index as a whole. The index is designed to provide exposure to equity securities of exchange listed companies globally that will be significantly transformed by advancements in genetics and biotechnology. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$16.19
Average Daily Volume
1,104
73
JEPI
JPMorgan Equity Premium Income ETF
JEPI Description
The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.Grade (RS Rating)
Last Trade
$59.15
Average Daily Volume
2,972,403
117
Performance
Period | WDNA | JEPI |
---|---|---|
30 Days | -1.37% | 2.32% |
60 Days | 2.75% | 9.04% |
90 Days | 2.87% | 6.33% |
12 Months | 10.39% | 15.50% |
WDNA Overweight 64 Positions Relative to JEPI
Symbol | Grade | Weight | |
---|---|---|---|
TWST | D | 3.35% | |
NTRA | A | 2.94% | |
GERN | D | 2.5% | |
BPMC | F | 2.24% | |
AGIO | D | 2.17% | |
IOVA | D | 1.87% | |
VCYT | C | 1.82% | |
VCEL | F | 1.74% | |
UTHR | C | 1.63% | |
RARE | D | 1.62% | |
ALNY | C | 1.59% | |
BBIO | F | 1.56% | |
SRPT | F | 1.5% | |
MYGN | D | 1.47% | |
CTLT | A | 1.44% | |
DD | C | 1.42% | |
NVS | D | 1.41% | |
AMGN | D | 1.41% | |
FATE | F | 1.37% | |
ZTS | C | 1.27% | |
FOLD | F | 1.25% | |
A | B | 1.22% | |
AZN | D | 1.21% | |
EXAS | C | 1.21% | |
GILD | A | 1.17% | |
TSN | D | 1.17% | |
IONS | F | 1.16% | |
BNTX | B | 1.15% | |
ARCT | D | 1.15% | |
QGEN | F | 1.13% | |
CTVA | A | 1.12% | |
STOK | D | 1.11% | |
CRSP | F | 1.1% | |
ILMN | B | 1.09% | |
NEO | F | 1.07% | |
DAR | F | 1.06% | |
TECH | D | 1.03% | |
BEAM | F | 1.03% | |
RGEN | F | 0.99% | |
GMAB | F | 0.97% | |
BIO | B | 0.9% | |
PFE | D | 0.87% | |
ADM | F | 0.84% | |
ORGN | C | 0.78% | |
BMRN | F | 0.78% | |
BIIB | F | 0.76% | |
ARWR | F | 0.75% | |
FMC | C | 0.74% | |
SDGR | F | 0.66% | |
RGNX | F | 0.65% | |
BYND | D | 0.63% | |
ALLO | D | 0.58% | |
NTLA | F | 0.58% | |
EDIT | F | 0.56% | |
GPRE | F | 0.56% | |
SANA | F | 0.47% | |
MRNA | F | 0.46% | |
TXG | F | 0.45% | |
CRBU | F | 0.45% | |
VERV | F | 0.42% | |
CVAC | F | 0.37% | |
ABSI | F | 0.25% | |
PGEN | F | 0.24% | |
PACB | D | 0.17% |
WDNA Underweight 108 Positions Relative to JEPI
Symbol | Grade | Weight | |
---|---|---|---|
META | A | -1.73% | |
TT | A | -1.72% | |
PGR | B | -1.67% | |
SO | A | -1.58% | |
ABBV | C | -1.53% | |
MA | A | -1.52% | |
AMZN | C | -1.47% | |
LOW | C | -1.47% | |
NOW | B | -1.46% | |
NVDA | B | -1.45% | |
MSFT | D | -1.43% | |
UNH | B | -1.34% | |
V | B | -1.33% | |
GOOGL | B | -1.32% | |
NXPI | F | -1.29% | |
PEP | F | -1.28% | |
CMCSA | B | -1.28% | |
PG | D | -1.27% | |
HON | C | -1.27% | |
MDLZ | D | -1.27% | |
ADI | B | -1.26% | |
YUM | C | -1.21% | |
INTU | F | -1.2% | |
KO | C | -1.2% | |
SYK | C | -1.2% | |
TXN | C | -1.14% | |
TRV | B | -1.12% | |
CME | A | -1.1% | |
NEE | C | -1.09% | |
XOM | A | -1.07% | |
COST | C | -1.07% | |
ETN | B | -1.07% | |
LIN | C | -1.06% | |
PEG | A | -1.04% | |
OTIS | A | -0.98% | |
ROST | D | -0.95% | |
ACN | B | -0.91% | |
FI | A | -0.89% | |
EQIX | C | -0.89% | |
COP | D | -0.89% | |
MNST | D | -0.88% | |
EOG | B | -0.87% | |
CMG | C | -0.86% | |
CTSH | B | -0.84% | |
AZO | D | -0.84% | |
UPS | D | -0.84% | |
CRM | B | -0.82% | |
CSX | D | -0.8% | |
SBAC | C | -0.78% | |
CPAY | A | -0.72% | |
BRK.A | B | -0.69% | |
EMR | B | -0.68% | |
AAPL | C | -0.67% | |
DE | C | -0.64% | |
WMT | A | -0.63% | |
CHD | D | -0.62% | |
CMS | A | -0.62% | |
BKNG | B | -0.62% | |
ABT | C | -0.61% | |
RTX | A | -0.6% | |
PLD | D | -0.56% | |
MDT | C | -0.55% | |
AXP | A | -0.52% | |
AMP | A | -0.52% | |
ASML | F | -0.44% | |
BSX | A | -0.43% | |
TXT | F | -0.43% | |
ELV | F | -0.42% | |
JKHY | A | -0.42% | |
CDNS | D | -0.41% | |
MCD | A | -0.4% | |
STX | C | -0.4% | |
PCG | C | -0.39% | |
CARR | A | -0.39% | |
CB | A | -0.38% | |
IR | A | -0.36% | |
URI | C | -0.36% | |
FDX | F | -0.34% | |
USB | C | -0.33% | |
MU | D | -0.32% | |
MET | A | -0.31% | |
AMT | D | -0.3% | |
LDOS | A | -0.29% | |
MSI | A | -0.29% | |
PM | D | -0.28% | |
PPG | D | -0.26% | |
MRVL | C | -0.25% | |
LYB | B | -0.25% | |
BURL | C | -0.23% | |
TJX | D | -0.23% | |
KVUE | C | -0.21% | |
KEYS | B | -0.21% | |
UNP | F | -0.21% | |
GWW | B | -0.2% | |
HWM | A | -0.2% | |
D | A | -0.19% | |
AJG | C | -0.18% | |
ETR | A | -0.17% | |
AON | A | -0.16% | |
WELL | C | -0.16% | |
DOV | C | -0.16% | |
TDG | A | -0.16% | |
NOC | B | -0.15% | |
AME | C | -0.15% | |
MO | D | -0.15% | |
DTE | B | -0.11% | |
SNPS | F | -0.07% | |
ELS | D | -0.04% |
WDNA: Top Represented Industries & Keywords
JEPI: Top Represented Industries & Keywords