JRHG vs WDIV

  • JRHG
  • WDIV

JRHG 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%JRHG only · 98%

Side by side

JRHGWDIV
FundJPMorganState Street
Asset classOtherOther
Fee a year0.30%0.35%
Fund size$35.6m$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
  • JRHG
  • WDIV
  • NVDA NVIDIA CORPIn 1 of 2JRHG5.7%WDIVnot held
  • AAPL APPLE INCIn 1 of 2JRHG5.3%WDIVnot held
  • MSFT MICROSOFT CORPIn 1 of 2JRHG4.5%WDIVnot held
  • 992 Lenovo Group LtdIn 1 of 2JRHGnot heldWDIV3.1%
  • AMZN AMAZON.COM INCIn 1 of 2JRHG3.0%WDIVnot held

and 661 more companies the funds hold

How alike they are

Keep going

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

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