JHQAX
JPMorgan Hedged Equity A
1W: -1.0%
1M: -0.5%
3M: +1.6%
YTD: +0.1%
1Y: +2.3%
3Y: +33.7%
5Y: +36.9%
$35.41
+0.12 (+0.34%)
Weekly Expected Move ±1.2%
$34
$35
$35
$36
$36
Similar ETFs
20 peers by holdings overlap (163 holdings)
IBALX
Transamerica Multi-Managed Balanced Fund
93.3%
Shared151 holdings
Total162
AUM$1.5B
Price$37.30
JLPSX
JPMorgan U.S. Large Cap Core Plus Fund I Class
74.0%
Shared110 holdings
Total259
AUM$3.8B
Price$25.73
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
66.6%
Shared142 holdings
Total500
AUM$2.1B
Price$21.44
SFAAX
Allspring Index Asset Allocation Fund Class A
65.0%
Shared147 holdings
Total501
AUM$1.2B
Price$40.40
SBSPX
Franklin S&P 500 Index Fund Class A
65.0%
Shared147 holdings
Total501
AUM$885M
Price$59.92
PREIX
T. Rowe Price Equity Index 500 Fund
64.9%
Shared147 holdings
Total501
AUM$41.0B
Price$200.39
NEIAX
Columbia Large Cap Index Fund
64.8%
Shared145 holdings
Total500
AUM$3.1B
Price$58.17
FXAIX
Fidelity 500 Index Fund
64.8%
Shared145 holdings
Total501
AUM$840.3B
Price$268.32
PEOPX
BNY Mellon S&P 500 Index Fund
64.7%
Shared147 holdings
Total501
AUM$2.8B
Price$69.49
DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund Class I
64.7%
Shared147 holdings
Total501
AUM$1.4B
Price$50.72
MYSPX
MainStay S&P 500 Index Fund Investor Class
64.7%
Shared147 holdings
Total502
AUM$2.1B
Price$82.12
SWPPX
Schwab S&P 500 Index Fund- Select Shares
64.7%
Shared147 holdings
Total500
AUM$148.8B
Price$19.95
SVSPX
State Street S&P 500 Index Fund Class N
64.7%
Shared145 holdings
Total501
AUM$1.7B
Price$315.37
GRMAX
Nationwide S&P 500 Index Fund
64.7%
Shared147 holdings
Total502
AUM$1.8B
Price$34.16
PSIAX
PGIM Quant Solutions Stock Index Fund
64.6%
Shared147 holdings
Total502
AUM$934M
Price$53.41
DFUSX
DFA US Large Company Portfolio
64.6%
Shared147 holdings
Total502
AUM$14.9B
Price$51.25
FDFIX
Fidelity Flex 500 Index Fund
64.5%
Shared147 holdings
Total506
AUM$9.4B
Price$32.83
NOSIX
Northern Stock Index Fund
64.3%
Shared144 holdings
Total501
AUM$20.0B
Price$76.88
VFINX
Vanguard 500 Index Fund
64.3%
Shared144 holdings
Total501
AUM$1.7T
Price$712.84
VINIX
Vanguard Institutional Index Fund Institutional Shares
64.2%
Shared144 holdings
Total501
AUM$360.4B
Price$618.19
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JHQAX | $18.8B | 155 | 37.8% | 15.2 | 4.1 | 3.9 | 30.9% | 26.0% | 1.36% | +22.0% | +37.7% | 60.0 | 6.3 |
| IBALX | $1.5B | 162 | 24.5% | 15.4 | 4.3 | 4.2 | 32.3% | 27.1% | 1.28% | +23.8% | +41.6% | 60.3 | 6.3 |
| JLPSX | $3.8B | 259 | 42.6% | 10.5 | 3.2 | 3.3 | 35.4% | 31.2% | 1.16% | +23.1% | +39.2% | 60.9 | 6.4 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| SFAAX | $1.2B | 501 | 21.7% | 15.2 | 4.1 | 3.9 | 30.6% | 25.8% | 1.38% | +21.7% | +37.5% | 56.7 | 6.3 |
| SBSPX | $885M | 501 | 36.2% | 15.2 | 4.1 | 3.9 | 30.6% | 25.8% | 1.38% | +21.7% | +37.6% | 56.7 | 6.3 |
| PREIX | $41.0B | 501 | 36.4% | 15.2 | 4.1 | 3.9 | 30.6% | 25.8% | 1.38% | +21.7% | +37.6% | 56.7 | 6.3 |
| NEIAX | $3.1B | 500 | 35.9% | 15.1 | 4.1 | 4.0 | 31.0% | 26.2% | 1.38% | +21.6% | +37.0% | 56.8 | 6.3 |
| FXAIX | $840.3B | 501 | 36.4% | 15.1 | 4.1 | 4.0 | 31.0% | 26.2% | 1.38% | +21.6% | +37.0% | 56.8 | 6.3 |
| PEOPX | $2.8B | 501 | 38.1% | 15.3 | 4.2 | 4.1 | 31.9% | 26.8% | 1.31% | +23.3% | +41.5% | 56.8 | 6.3 |
| DSPIX | $1.4B | 501 | 38.0% | 15.3 | 4.2 | 4.1 | 31.9% | 26.8% | 1.31% | +23.3% | +41.5% | 56.8 | 6.3 |