ETF overview
The JLens 500 Jewish Advocacy U.S. ETF is a U.S.-domiciled exchange-traded fund. Its core objective is to replicate the total returns of the JLens 500 Jewish Advocacy U.S. Index, measured before any fees or expenses are applied. This benchmark index is composed of large-capitalization U.S. equity securities, selected from the broader VettaFi US Equity Large-Cap 500 Index, while also ensuring strict adherence to JLens' Jewish value principles.
Fund facts
- Expense ratio
- 0.18%
- Fund assets
- 284.37M USD (all share classes)
- Issuer
- JLens
- Inception date
- Feb 26, 2025
- Number of holdings
- 497
Breakdown
Holdings (497)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA Corp | NVDA | 7.65% |
| Apple Inc | AAPL | 7.48% |
| Microsoft Corp | MSFT | 5.95% |
| Alphabet Inc | GOOGL | 5.13% |
| Amazon.com Inc | AMZN | 3.66% |
| Meta Platforms Inc | META | 2.33% |
| Broadcom Inc | AVGO | 2.29% |
| Eli Lilly & Co | LLY | 1.64% |
| Tesla Inc | TSLA | 1.49% |
| Berkshire Hathaway Inc | BRK-B | 1.47% |
| and 484 more | ||
Similar ETFs
- TCW Transform 500 ETFVOTE · Overlap 96% · Expense ratio 0.05%
- BNY Mellon US Large Cap Core Equity ETFBKLC · Overlap 96% · Expense ratio 0.00%
- Franklin U.S. Equity Index ETFUSPX · Overlap 96% · Expense ratio 0.03%
- JPMorgan BetaBuilders U.S. Equity ETFBBUS · Overlap 96% · Expense ratio 0.02%
- Invesco MSCI USA ETFPBUS · Overlap 96% · Expense ratio 0.04%
- iShares Morningstar Large-Cap ETFMLRG · Overlap 96% · Expense ratio 0.03%
- State Street SPDR Portfolio S&P 500 ETFSPYM · Overlap 95% · Expense ratio 0.02%
- iShares Core S&P 500 ETFIVV · Overlap 95% · Expense ratio 0.03%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.18%
- Fund assets
- 284.37M USD (all share classes)
- Issuer
- JLens
- Inception date
- Feb 26, 2025
- Number of holdings
- 497
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA Corp | NVDA | 7.65% |
| Apple Inc | AAPL | 7.48% |
| Microsoft Corp | MSFT | 5.95% |
| Alphabet Inc | GOOGL | 5.13% |
| Amazon.com Inc | AMZN | 3.66% |
| Meta Platforms Inc | META | 2.33% |
| Broadcom Inc | AVGO | 2.29% |
| Eli Lilly & Co | LLY | 1.64% |
| Tesla Inc | TSLA | 1.49% |
| Berkshire Hathaway Inc | BRK-B | 1.47% |
| and 484 more | ||
The JLens 500 Jewish Advocacy U.S. ETF is a U.S.-domiciled exchange-traded fund. Its core objective is to replicate the total returns of the JLens 500 Jewish Advocacy U.S. Index, measured before any fees or expenses are applied. This benchmark index is composed of large-capitalization U.S. equity securities, selected from the broader VettaFi US Equity Large-Cap 500 Index, while also ensuring strict adherence to JLens' Jewish value principles.
- TCW Transform 500 ETFVOTE · Overlap 96% · Expense ratio 0.05%
- BNY Mellon US Large Cap Core Equity ETFBKLC · Overlap 96% · Expense ratio 0.00%
- Franklin U.S. Equity Index ETFUSPX · Overlap 96% · Expense ratio 0.03%
- JPMorgan BetaBuilders U.S. Equity ETFBBUS · Overlap 96% · Expense ratio 0.02%
- Invesco MSCI USA ETFPBUS · Overlap 96% · Expense ratio 0.04%
- iShares Morningstar Large-Cap ETFMLRG · Overlap 96% · Expense ratio 0.03%
- State Street SPDR Portfolio S&P 500 ETFSPYM · Overlap 95% · Expense ratio 0.02%
- iShares Core S&P 500 ETFIVV · Overlap 95% · Expense ratio 0.03%
Overlap is the share of assets the two funds hold in common.
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