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Fund comparison · from official SEC filings

IWB vs JCTR: how much do they overlap?

iShares Russell 1000 ETF and JPMorgan Carbon Transition U.S. Equity ETF

Fund A

vs

Fund B

Holdings overlap

66%

of assets, by weight

Shared positions

398

of 1,009 / 406 holdings

IWB expense ratio

0.15%

net, per year

JCTR expense ratio

0.15%

net, per year

IWB and JCTR are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

IWB

JCTR

N

NVDANVIDIA CORP

6.77%

7.55%

M

MSFTMICROSOFT CORP

4.55%

6.65%

A

AAPLAPPLE INC

6.07%

5.57%

A

AMZNAMAZON.COM INC

3.31%

3.65%

G

GOOGLALPHABET INC-CL A

2.77%

3.32%

M

METAMETA PLATFORMS INC-CLASS A

2.07%

2.69%

A

AVGOBROADCOM INC

2.37%

2.66%

T

TSLATESLA INC

1.74%

1.76%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.47%

0.88%

V

VVISA INC-CLASS A SHARES

0.84%

1.28%

L

LLYELI LILLY & CO

1.22%

1.26%

N

NFLXNETFLIX INC

0.68%

1.11%

M

MAMASTERCARD INC - A

0.67%

1.07%

J

JNJJOHNSON & JOHNSON

0.98%

0.51%

P

PLTRPALANTIR TECHNOLOGIES INC-A

0.53%

0.92%

H

HDHOME DEPOT INC

0.54%

0.90%

W

WMTWALMART INC

0.90%

0.54%

A

AMDADVANCED MICRO DEVICES

0.54%

0.88%

A

ABBVABBVIE INC

0.64%

0.77%

C

CSCOCISCO SYSTEMS INC

0.51%

0.77%

C

COSTCOSTCO WHOLESALE CORP

0.73%

0.54%

G

GSGOLDMAN SACHS GROUP INC

0.41%

0.70%

C

CATCATERPILLAR INC

0.54%

0.70%

C

COPCONOCOPHILLIPS

0.27%

0.68%

M

MCDMCDONALD'S CORP

0.37%

0.66%

Only in IWB

G

GOOGALPHABET INC-CL C

2.25%

J

JPMJPMORGAN CHASE & CO

1.33%

E

EXMOCEXXON MOBIL CORP

1.19%

B

BISXXBCF INSTITUTIONAL-SL AGNCY

0.66%

P

PGPROCTER & GAMBLE CO/THE

0.56%

K

KOCOCA-COLA CO/THE

0.49%

G

GEGENERAL ELECTRIC

0.49%

L

LRCXLAM RESEARCH CORP

0.44%

R

RTXRTX CORP

0.43%

P

PMPHILIP MORRIS INTERNATIONAL

0.43%

G

GEVGE VERNOVA INC

0.39%

P

PEPPEPSICO INC

0.35%

S

SCHWSCHWAB (CHARLES) CORP

0.26%

A

ADIANALOG DEVICES INC

0.26%

A

APHAMPHENOL CORP-CL A

0.26%

B

BABOEING CO/THE

0.25%

?

—HONEYWELL INTERNATIONAL INCORPORATION

0.24%

E

ETNEATON CORP PLC

0.23%

L

LMTLOCKHEED MARTIN CORP

0.21%

N

NEMNEWMONT CORP

0.20%

M

MOALTRIA GROUP INC

0.18%

S

SOSOUTHERN CO/THE

0.18%

G

GLWCORNING INC

0.18%

C

CRWDCROWDSTRIKE HOLDINGS INC - A

0.16%

E

EQIXEQUINIX INC

0.16%

Only in JCTR

D

DDDUPONT DE NEMOURS INC

0.09%

K

KELKELLANOVA

0.07%

M

MGMXXJPMORGAN US GOVT MMKT-IM

0.06%

W

WBAWALGREENS BOOTS ALLIANCE INC

0.03%

I

IPGINTERPUBLIC GROUP OF COS INC

0.03%

D

DAYDAYFORCE INC

0.03%

S

SKAASKECHERS USA INC-CL A

0.02%

D

DNBDUN & BRADSTREET HOLDINGS IN

0.01%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.