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 10.11% year-to-date (YTD) with +$246M in YTD flows. LCTU performs better with 11.18% YTD performance, and -$321M 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 09/21/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPEF LCTU | +1.04%-0.79% | +3.01%+2.54% | +10.11%+11.18% | +11.42%+14.63% | +75.73%+73.37% | n/a+76.56% |
| Flows | JPEF LCTU | +$2M+$4M | +$23M-$271M | +$246M-$321M | +$259M-$308M | +$1.29B-$891M | --$796M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPEF LCTU | +12.04%+10.90% | +12.72%+13.01% | +15.01%+15.30% | n/a+17.39% |
| Max drawdown | JPEF LCTU | -4.22%-3.26% | -8.20%-9.37% | -18.24%-19.80% | n/a-25.94% |
| Max drawdown duration | JPEF LCTU | 16d36d | 48d93d | 155d127d | n/a744d |
Trading data
JPEF | LCTU | |
Last sale 9/22/2026 at 1:30 PM | $82.32 | $82.97 |
| Previous close 09/21/2026 | $82.19 | $83.01 |
| Consolidated volume 09/21/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/22/2026 at 1:30 PM
Live
Closed
JPEF | LCTU | |
|---|---|---|
| Last price | $82.32 | $82.97 |
| 1D performance | +0.16% | -0.05% |
| AuM | $2.04 B | $1.24 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 | 324 |
| 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
97.84%
Other
2.16%
LCTU
USA
98.48%
Other
1.52%
Sectors
JPEF
Technology
43.62%
Finance
16.61%
Healthcare
8.78%
Industrials
8.76%
Other
22.24%
LCTU
Technology
43.01%
Finance
14.56%
Healthcare
9.06%
Industrials
8.45%
Consumer Non-Cycl.
8.36%
Other
16.55%
Diversification
JPEF
Total weight of top 15 holdings out of 15
58.46%
LCTU
Total weight of top 15 holdings out of 15
39.92%
Top 15 holdings
Data as of July 31, 2026
JPEF
NVIDIA Corp.
8.75%
Alphabet, Inc.
6.32%
Apple, Inc.
5.44%
Amazon.com, Inc.
4.32%
Broadcom Inc.
3.93%
Microsoft Corp.
3.37%
Johnson & Johnson
3.35%
Morgan Stanley
3.28%
United Rentals, Inc.
3.07%
Analog Devices, Inc.
2.98%
Loews Corp.
2.97%
M&T Bank Corp.
2.83%
Advanced Micro Devices, Inc.
2.67%
NextEra Energy, Inc.
2.65%
Capital One Financial Corp.
2.52%
LCTU
Apple, Inc.
7.65%
NVIDIA Corp.
7.20%
Microsoft Corp.
4.09%
Amazon.com, Inc.
2.82%
Alphabet, Inc.
2.60%
Broadcom Inc.
2.38%
Alphabet, Inc.
2.01%
Meta Platforms, Inc.
1.82%
Bank of America Corp.
1.63%
Micron Technology, Inc.
1.38%
Eli Lilly & Co.
1.30%
Tesla, Inc.
1.29%
Berkshire Hathaway, Inc.
1.27%
Advanced Micro Devices, Inc.
1.27%
JPMorgan Chase & Co.
1.21%
Frequently asked questions about JPEF and LCTU
How have the JPEF and LCTU ETFs performed in 2026?
As of September 21, 2026, JPEF is up 10.11% year-to-date (YTD), while LCTU has returned 11.18%. 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 +$246M in flows, compared to -$321M for LCTU.
Which ETF is more volatile: JPEF or LCTU?
Over the past year, JPEF had a volatility of 12.72%, while LCTU experienced 13.01%.
Which ETF is bigger: JPEF or LCTU?
As of September 21, 2026, JPEF holds $2.04 B in assets under management (AUM), while LCTU manages $1.24 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: Apple, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: JPEF or LCTU?
JPEF holds 40 securities with 58.46% of its assets in the top 15. LCTU has 325 securities and a top 15 weight of 39.92%.
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