5 min readBy Beqa Bumbeishvili ETF Insider
EIS VS ITEQ: Tracking and Exposure
The ultimate choice between EIS and ITEQ boils down to your investment goals, risk tolerance, and preferred sectors. ETF Insider provides a valuable tool.
The Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) is managed by Janus Henderson Investors, a global asset management firm with a strong reputation in the industry. The ETF seeks to replicate the performance of the Janus Henderson Small/Mid Cap Growth Alpha Index, which is designed to identify and invest in small- and medium-sized companies exhibiting smart growth characteristics. This proprietary index employs a quantitative methodology to evaluate factors such as growth, profitability, and capital efficiency, selecting the top-performing stocks for inclusion. JSMD aims to provide investors with exposure to the potential growth opportunities within the small- and mid-cap segments of the market while maintaining a risk-adjusted approach.
While the Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) primarily focuses on small and medium-sized growth stocks, it doesn't have a specific dividend distribution strategy. Instead, JSMD's performance is tied to the Janus Henderson Small/Mid Cap Growth Alpha Index, which selects companies based on growth, profitability, and capital efficiency. Consequently, dividend eligibility and distribution in JSMD are determined by the underlying companies' dividend policies and performances. Investors seeking both capital appreciation and potential dividend returns should consider the individual characteristics of the companies within JSMD's portfolio.
Tracking the Janus Henderson Small/Mid Cap Growth Alpha Index is the primary objective of the JSMD ETF. This exchange-traded fund invests at least 80% of its net assets in securities that make up the Janus Henderson Small/Mid Cap Growth Alpha Index, which consists of common stocks from small- and medium-sized companies included in the Solactive Small/Mid Cap Index. The underlying index selects stocks with strong potential for smart growth by assessing their performance in growth, profitability, and capital efficiency. JSMD employs a passive, index-based approach and aims for a high correlation of 95% or better with its underlying index. It may also invest in non-index securities to aid tracking. Additionally, JSMD has the flexibility to lend its securities to qualified institutions and broker-dealers, enhancing income potential for investors.
The correlation aspect of the Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) is essential for investors looking to understand its behavior in relation to the broader small and mid-cap growth stock market. Since JSMD tracks the Janus Henderson Small/Mid Cap Growth Alpha Index, it is expected to have a strong correlation with the performance of small and mid-sized companies in the Solactive Small/Mid Cap Index. This correlation provides investors with insights into the fund's performance in the context of the small and mid-cap growth stock universe. To explore JSMD's correlations further and gain deeper insights, investors can utilize ETF Insider's web app, which offers simple visualization tools and valuable data on correlations with other US ETFs, helping investors make more informed decisions.
The JSMD ETF, which tracks the Janus Henderson Small/Mid Cap Growth Alpha Index, is primarily invested in small- and medium-sized companies within the Solactive Small/Mid Cap Index. This index selects stocks based on their growth potential, profitability, and capital efficiency, emphasizing smart growth companies. The ETF aims to provide investors exposure to growth stocks within various sectors, as it closely follows the sector allocation weight of Janus Henderson Triton Fund, ensuring diversification across industries.
The exposure characteristic of the Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) focuses on the small- and medium-sized companies within the U.S. equity market. JSMD tracks the Janus Henderson Small/Mid Cap Growth Alpha Index, which selects stocks based on growth potential, profitability, and capital efficiency. This exposure offers investors an opportunity to participate in the growth potential of smaller and mid-sized companies, providing a targeted approach to capitalizing on these segments of the American economy.
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