What is JEMA?

JEMA was created on 2021-03-10 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 1124.92m in AUM and 498 holdings. JEMA is an actively-managed fund utilizing emerging market equity strategies across countries", regions", styles", and market capitalizations.

What is AVEM?

AVEM was created on 2019-09-17 by Avantis. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 7943.98m in AUM and 3489 holdings. AVEM is an actively managed fund that holds emerging-market stocks of all market capitalizations considered favorable on multiple factors. The fund seeks to provide capital appreciation.

Key Details

JEMA
AVEM
Website
Inception Date

Mar 10, 2021

Sep 17, 2019

Asset Class

Equity

Equity

Investment Segment

Total Market

Total Market

AUM
$968.72M
$7.02B
Dividend Yield
2.54%
3.32%
Expense Ratio
0.34%
0.33%
Return 1Y
0.82%
-0.71%

Holdings

Traded Fund Trust JPMorgan ActiveBuilders Emerging Markets Equity ETF - JEMA is made up of 492 holdings. Avantis Emerging Markets Equity ETF - AVEM is made up of 3468 holdings.

Name
Weight
-

9.57%

T
TCTZF

NT TENCENT HOLDINGS LTD

5.69%

-

3.36%

B
BABAF

NT ALIBABA GROUP HOLDING

2.88%

-

1.27%

-

1.21%

-

1.19%

-

1.01%

M
MPNGF

NT MEITUAN COMMON STOCK HKD

1%

-

0.97%

-

0.94%

-

0.94%

-

0.92%

-

0.91%

-

0.84%

-

0.84%

-

0.83%

-

0.77%

-

0.73%

-

0.7%

-

0.65%

W
WMMVF

NT WAL-MART DE MEXICO SAB

0.63%

-

0.6%

-

0.6%

-

0.56%

-

0.55%

-

0.55%

-

0.53%

-

0.5%

-

0.48%

Name
Weight
-

12%

5.61%

T
TCTZF

NT TENCENT HOLDINGS LTD COMMON STOCK HKD.00002

3.17%

1.83%

1.83%

C
CICHF

NT CHINA CONSTRUCTION BANK H COMMON STOCK CNY1.0

1.29%

-

1.22%

-

1.01%

-

0.82%

0.75%

0.75%

0.74%

-

0.71%

0.71%

B
BACHF

NT BANK OF CHINA LTD H COMMON STOCK CNY1.0

0.7%

M
MPNGF

NT MEITUAN CLASS B COMMON STOCK USD.00001

0.69%

0.63%

P
PIAIF

NT PING AN INSURANCE GROUP CO H COMMON STOCK CNY1.0

0.58%

B
BYDDF

NT BYD CO LTD H COMMON STOCK CNY1.0

0.52%

I
IDCBF

NT IND + COMM BK OF CHINA H COMMON STOCK CNY1.0

0.52%

G
GELYF

NT GEELY AUTOMOBILE HOLDINGS LT COMMON STOCK HKD.02

0.43%

0.41%

-

0.41%

-

0.4%

-

0.4%

0.39%

-

0.39%

0.38%

-

0.37%

V
VALEVale SA

0.37%

Strategies that include

Create your own
strategy with

JEMA
Three dimensional double logo

Stock Correlation

The stocks that are correlated to JEMA - Traded Fund Trust JPMorgan ActiveBuilders Emerging Markets Equity ETF are SCCO, FCX, PUK, BHP, TECK

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
71.41%$67.21B-25.19%2.43%
71.02%$48.49B-33.64%1.61%
70.76%$25.61B+9.47%2.43%
70.13%$112.53B-25.69%5.66%
69.22%$16.78B-31.82%1.11%
68.70%$250.88B+41.67%0.94%
67.79%$18.13B-23.74%3.89%
V
VALEVale SA
67.12%$37.82B-23.67%0.00%
66.63%$69.72B-16.39%7.30%
66.15%$25.93B-18.69%2.63%
66.09%$22.56B-20.69%0.00%
65.32%$10.52B+13.41%3.50%
64.79%$11.88B-42.32%0.54%
64.52%$2.44B-11.35%0.22%
64.28%$4.94B-41.13%1.28%
64.23%$75.61B+28.76%0.68%
63.82%$1.11B+4.36%2.59%
63.75%$48.57B+31.51%2.78%
63.56%$10.14B+28.86%0.00%
63.50%$10.19B-18.31%2.99%

The stocks that are correlated to AVEM - Avantis Emerging Markets Equity ETF are SCCO, FCX, PUK, BHP, TECK

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
72.78%$67.21B-25.19%2.43%
71.42%$48.49B-33.64%1.61%
71.15%$25.61B+9.47%2.43%
70.97%$112.53B-25.69%5.66%
70.80%$16.78B-31.82%1.11%
69.04%$18.13B-23.74%3.89%
V
VALEVale SA
69.03%$37.82B-23.67%0.00%
68.51%$69.72B-16.39%7.30%
67.06%$250.88B+41.67%0.94%
66.49%$10.52B+13.41%3.50%
66.11%$2.44B-11.35%0.22%
65.97%$25.93B-18.69%2.63%
65.59%$75.61B+28.76%0.68%
65.33%$22.56B-20.69%0.00%
65.18%$11.88B-42.32%0.54%
64.51%$20.73B-2.35%1.93%
64.09%$10.14B+28.86%0.00%
64.07%$4.94B-41.13%1.28%
64.03%$48.57B+31.51%2.78%
64.00%$1.11B+4.36%2.59%

ETF Correlation

The ETFs that are correlated to JEMA - Traded Fund Trust JPMorgan ActiveBuilders Emerging Markets Equity ETF are EEM, IEMG, ESGE, GEM, DFAE

The ETFs that are correlated to AVEM - Avantis Emerging Markets Equity ETF are DFAE, IEMG, DFEM, EEM, GEM

Holding Overlap

JEMA - Traded Fund Trust JPMorgan ActiveBuilders Emerging Markets Equity ETF and AVEM - Avantis Emerging Markets Equity ETF have a 33 holding overlap. Which accounts for a 19.6% overlap.

Number of overlapping holdings

33

% of overlapping holdings

19.58%

Name
Weight in JEMA
Weight in AVEM
T
TCTZF

TENCENT HOLDING

5.69%3.17%
M
MPNGF

MEITUAN DIANPIN

1.00%0.69%
W
WMMVF

WAL MART DE MEX

0.63%0.07%
Y
YUMC

YUM CHINA HOLDI

0.42%0.39%
0.39%0.19%
0.35%0.74%
P
PPERF

BANK MANDIRI

0.35%0.18%
0.28%0.35%
J
JDCMF

JD.COM INC

0.25%0.01%
0.24%0.04%

Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

© Double Finance, 2024

Double is a registered investment adviser with the US Securities and Exchange Commission (SEC). While such registration does not imply a certain level of skill, it does require us to follow federal regulations that protect you, the investor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Double's Form CRS for important additional information.

The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including double.finance) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training.

Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

⁴ This analysis calculator tool is for illustrative purposes only and is not financial advice. We do not guarantee the accuracy of the results or their relevance to your particular circumstances. This calculator uses hypothetical historical data and does not take into account the effect of taxes on a taxable account. Hypothetical historical data is no guarantee of future performance and this calculator is not intended to predict actual performance. The input of different time periods, amounts, and fees will vary calculator results. Average ETF fee is based on the AUM weighted average of US ETFs as of September 2024, see more information. Note that you can purchase ETFs through Double, which may incur additional fees.

Full pricing details along with an FAQ can be found here

Data displayed in charts and graphics above are for illustrative purposes only and do not reflect actual investment results and are not a guarantee of future results.

By using double.finance, you accept our and . Double is only available to US residents.

See Double Finance Form ADV Part IIA for additional information. Double does not guarantee that the results of its advice, recommendations, or the objectives of its direct index or cash management strategies will be achieved. We make no assurance that the investment process will consistently lead to successful investing. Before you invest, you should carefully review and consider your investment objectives as well as the risks, charges, and expenses of the underlying securities. There is at least a $1,000 account minimum required to participate in Double's strategies, although some strategies may have higher minimums.

Double does not provide tax, or legal advice. Double's website, brokerage, and advisory services are not intended for persons of any jurisdiction where Double is not authorized to do business. Tax savings will vary from client to client due to many factors including market conditions, tax characteristics of securities, client-imposed investment restrictions, client tax rate or status, and changes in tax regulations.

0% Expense Ratios with TLH

We offer over 50 indexes with zero expense ratios.

Registration will take about 10 seconds