JREG vs WDIV

  • JREG
  • WDIV

JREG and WDIV hold at least 671 companies between them. 23 are in both, and 2% of each fund is the same companies.

In both · 2%JREG only · 98%

Side by side

JREGWDIV
FundJPMorganState Street
Asset classOtherOther
Fee a year0.30%0.35%
Fund size$79.1m$413.7m
Holdings63090
1Y price return----
Distribution yieldNot yetNot yet
Look-through coverage95.5%98.1%

Return, last year

change since the start

No overlapping price history for these funds.

share of each fund
  • JREG
  • WDIV
  • NVDA NVIDIA CORPIn 1 of 2JREG5.7%WDIVnot held
  • AAPL APPLE INCIn 1 of 2JREG5.3%WDIVnot held
  • MSFT MICROSOFT CORPIn 1 of 2JREG4.5%WDIVnot held
  • 992 Lenovo Group LtdIn 1 of 2JREGnot heldWDIV3.1%
  • AMZN AMAZON.COM INCIn 1 of 2JREG3.0%WDIVnot held

and 661 more companies the funds hold

How alike they are

Keep going

See JREG + WDIV as one portfolioEvery company, where you'd own it twiceWhat moved JREG in the last monthIts biggest gains and falls, by company

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