JPEFvsLCTUETF Comparison
VS
ETF 2
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
JPMorgan Equity Focus ETF (JPEF) belongs to the US Multi-Factor segment. BlackRock U.S. Carbon Transition Readiness ETF (LCTU) is part of the segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. JPEF is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.3% for LCTU. JPEF is up 5.01% year-to-date (YTD) with +$247M in YTD flows. LCTU performs better with 6.92% YTD performance, and -$393M in YTD flows. Run a side-by-side ETF comparison of JPEF and LCTU below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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JPEF vs LCTU performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/06/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPEF LCTU | -5.68%-5.25% | -4.77%-4.76% | +5.01%+6.92% | +6.53%+7.53% | +64.91%+70.96% | n/a+56.67% |
| Flows | JPEF LCTU | -$844K-$8M | -$13M-$66M | +$247M-$393M | +$260M-$385M | +$1.27B-$1.09B | --$898M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPEF LCTU | +13.52%+13.35% | +13.39%+13.61% | +15.05%+15.37% | n/a+17.48% |
| Max drawdown | JPEF LCTU | -5.99%-5.87% | -8.20%-9.37% | -18.24%-19.80% | n/a-25.94% |
| Max drawdown duration | JPEF LCTU | 31d84d | 48d93d | 155d127d | n/a744d |
Trading data
JPEF | LCTU | |
Last sale 11/6/2026 at 2:30 PM | $78.38 | $78.84 |
| Previous close 11/04/2026 | $78.12 | $78.59 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 11/6/2026 at 2:30 PM
Live
Closed
JPEF | LCTU | |
|---|---|---|
| Last price | $78.38 | $78.84 |
| 1D performance | +0.33% | +0.32% |
| AuM | $1.95 B | $1.12 B |
| E/R | 0.55% | 0.3% |
Characteristics
JPEF | LCTU | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | - | - |
| N° of holdings | 40 | 329 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 28, 2023 | April 8, 2021 |
| ESG | No | Yes |
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Exposure
Countries
JPEF
USA
98.2%
Other
1.8%
LCTU
USA
97.83%
Other
2.17%
Sectors
JPEF
Technology
45.92%
Finance
14.86%
Healthcare
10.05%
Industrials
9.61%
Other
19.56%
LCTU
Technology
46.04%
Finance
12.94%
Healthcare
9.36%
Consumer Non-Cycl.
7.94%
Industrials
7.78%
Other
15.94%
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Diversification
JPEF
Total weight of top 15 holdings out of 15
59.37%
LCTU
Total weight of top 15 holdings out of 15
41.99%
Top 15 holdings
Data as of September 30, 2026
JPEF
NVIDIA Corp.
9.51%
Alphabet, Inc.
6.38%
Apple, Inc.
5.86%
Microsoft Corp.
5.11%
Amazon.com, Inc.
4.53%
Johnson & Johnson
3.34%
Analog Devices, Inc.
3.08%
Morgan Stanley
2.93%
Advanced Micro Devices, Inc.
2.85%
Broadcom Inc.
2.83%
United Rentals, Inc.
2.78%
Gilead Sciences, Inc.
2.60%
ExxonMobil Holdings Corp.
2.54%
Loews Corp.
2.52%
Micron Technology, Inc.
2.50%
LCTU
NVIDIA Corp.
8.09%
Apple, Inc.
7.24%
Microsoft Corp.
4.96%
Amazon.com, Inc.
3.10%
Alphabet, Inc.
2.54%
Meta Platforms, Inc.
2.43%
Broadcom Inc.
2.09%
Alphabet, Inc.
1.95%
Advanced Micro Devices, Inc.
1.63%
Micron Technology, Inc.
1.62%
Tesla, Inc.
1.45%
Bank of America Corp.
1.32%
Eli Lilly & Co.
1.28%
Berkshire Hathaway, Inc.
1.21%
JPMorgan Chase & Co.
1.09%
Frequently asked questions about JPEF and LCTU
How have the JPEF and LCTU ETFs performed in 2026?
As of November 6, 2026, JPEF is up 5.01% year-to-date (YTD), while LCTU has returned 6.92%. That puts LCTU better performer ahead so far this year.
Which ETF is attracting more investor money: JPEF or LCTU?
Year-to-date, the JPEF ETF saw +$247M in flows, compared to -$393M for LCTU.
Which ETF is more volatile: JPEF or LCTU?
Over the past year, JPEF had a volatility of 13.39%, while LCTU experienced 13.61%.
Which ETF is bigger: JPEF or LCTU?
As of November 6, 2026, JPEF holds $1.95 B in assets under management (AUM), while LCTU manages $1.12 B.
What sectors do the JPEF and LCTU ETFs invest in?
JPEF leans toward sectors like Technology, Finance and Healthcare. Meanwhile, LCTU focuses on Technology, Finance and Healthcare.
What are the top holdings of the JPEF ETF and LCTU ETF?
JPEF top holdings include NVIDIA Corp., Alphabet, Inc. and Apple, Inc.. LCTU holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: JPEF or LCTU?
JPEF holds 40 securities with 59.37% of its assets in the top 15. LCTU has 331 securities and a top 15 weight of 41.99%.
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