JPMorgan International Value ETF has outperformed major U.S. and international peers, delivering over 36% returns in the past year. JIVE's actively managed strategy targets undervalued foreign large-value stocks, with a 0.55% expense ratio and a $1B+ AUM since its 2023 launch. The ETF's portfolio is concentrated in financials (36%), with significant EMEA and Asia ex-Japan exposure, and includes globally recognized holdings.
JIVE employs a quantitative- and behavioral-based selection process across developed and emerging markets, without market-cap bias, enabling flexible, diversified stock and geographical allocations. With ~340 holdings and Top 10 under 14%, JIVE balances market, sector, and geographic exposure, offering consistent value theme performance and agility across regions, including meaningful emerging-market allocations. Since inception, JIVE has outperformed peers by ~12 percentage points, driven by emerging-market and small-cap exposure, while maintaining drawdowns comparable to conservative international value ETFs.
| NASDAQ (NGS) Exchange | US Country |
The fund represents a global investment firm specializing in equity securities and equity-related instruments. It primarily focuses on offering investment opportunities in foreign companies, including those that are subsidiaries of U.S. companies. The fund is distinctive for its wide geographic investment threshold, encompassing issuers located in both developed foreign countries and emerging market countries. Developed foreign countries in its portfolio typically include nations recognized for their robust economies and market maturity, such as Australia, Canada, Israel, Japan, New Zealand, Singapore, the United Kingdom, Western European countries, and Hong Kong. Meanwhile, the spectrum of emerging market countries encompasses a broader array of nations, marking a diverse and dynamic investment range. This fund aims to leverage the growth potential in emerging markets while also capitalizing on the stability and consistent performance of developed nations' equity markets.
The fund offers a broad range of investment products and services tailored to suit the needs of individuals and institutions seeking exposure to foreign equity markets. Each product and service is designed to tap into the diverse opportunities provided by developed and emerging markets worldwide.
This core offering includes stocks and shares of foreign companies, allowing investors to gain direct exposure to individual companies' performance across a wide range of sectors and countries. It represents an opportunity to benefit from the growth of companies outside the investor's home country.
Aside from direct equity investments, the fund also invests in equity-related instruments, such as options, futures, ETFs, and ADRs (American Depository Receipts). These instruments can offer the advantages of equity investments with potentially different risk profiles and can be used to implement a variety of investment strategies, from conservative to aggressive.
The fund actively invests in issuers located in nations recognized for their established and stable economies. Investments in countries like Australia, Canada, Japan, and nations within Western Europe are aimed at securing stable returns from markets with lower volatility compared to emerging markets.
Focused on issuers located in dynamically developing countries, these investments seek to leverage the higher growth potential in these markets. Though higher risk, the investments in emerging markets offer the possibility of higher returns, appealing to investors with a higher risk tolerance.