JDIVJPMorgan U.S. Dividend ETF
JDIV Fund Description
JDIV tracks an index of US large-cap equities with higher dividend yields, weighted for greater exposure to sectors with high risk-adjusted dividend yields.
JDIV Factset Analytics Insight
JDIV follows an index of large-cap US dividend yielding companies. The Index chooses the highest yielding securities (over the past 12 months) from its parent index, the Russell 1000. The index allocates sector weights proportional to dividend yield on a risk-adjusted basis. Within each sector allocation, individual securities are weighted based purely upon dividend yield over the past 12 months. This methodology results in a narrow portfolio of high-yielding stocks. The portfolio rebalances quarterly.
JDIV MSCI ESG Analytics Insight
JPMorgan U.S. Dividend ETF has an MSCI ESG Fund Rating of A based on a score of 6.94 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. JPMorgan U.S. Dividend ETF ranks in the 48th percentile within its peer group and in the 14th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
JDIV MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
JDIV Summary Data
JDIV Portfolio Data
JDIV Index Data
JDIV Portfolio Management
JDIV Tax Exposures
JDIV Fund Structure
JDIV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of JDIV. JDIV is rated a 5 out of 5.
JDIV Sector/Industry Breakdown
JDIV Economic Development
JDIV Performance Statistics
JDIV MSCI ESG Ratings
JDIV Benchmark Comparison Summary
JDIV Benchmark Comparison Market Cap Size