JCTR vs. TOLZ

Last updated Jun 5, 2026

JCTR (JPMorgan Carbon Transition U.S. Equity ETF) and TOLZ (ProShares DJ Brookfield Global Infrastructure ETF) are both exchange-traded funds - JCTR is a Large Cap Blend Equities fund tracking the JPMorgan Asset Management Carbon Transition U.S. Equity Index, while TOLZ is a Industrials Equities fund tracking the Dow Jones Brookfield Global Infrastructure Composite Index. Both are passively managed. A 0.55 correlation means they provide meaningful diversification when combined. JCTR charges 0.15%/yr vs 0.46%/yr for TOLZ.

Performance

JCTR vs. TOLZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and ProShares DJ Brookfield Global Infrastructure ETF (TOLZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

JCTR

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

TOLZ

• 1D: 1.19%
• 1M: -0.72%
• YTD: 12.63%
• 6M: 12.19%
• 1Y: 16.19%
• 3Y*: 14.82%
• 5Y*: 8.71%
• 10Y*: 7.80%

*Multi-year figures are annualized to reflect compound growth (CAGR)

JCTR vs. TOLZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.00%	13.55%	24.74%	27.51%	-18.76%	29.86%	2.11%
TOLZ ProShares DJ Brookfield Global Infrastructure ETF	12.63%	14.76%	11.67%	6.18%	-4.25%	20.47%	-1.87%

Correlation

The correlation between JCTR and TOLZ is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.10
Correlation (3Y) Calculated over the trailing 3-year period	0.36
Correlation (5Y) Calculated over the trailing 5-year period	0.53
Correlation (All Time) Calculated using the full available price history since Dec 11, 2020	0.55

Over the past year, the correlation between JCTR and TOLZ has dropped to 0.10 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.

JCTR vs. TOLZ - Sectors Allocation Comparison

Sectors	JCTR	TOLZ
Technology	37.2%	0.4%
Financial Services	14.7%	2.0%
Consumer Cyclical	10.9%	0.8%
Healthcare	9.5%	-
Communication Services	9.5%	-
Industrials	6.3%	5.2%
Energy	2.9%	35.4%
Consumer Defensive	2.9%	4.5%
Real Estate	2.3%	8.0%
Utilities	2.0%	22.2%
Basic Materials	1.7%	-

Return for Risk

JCTR vs. TOLZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TOLZ

TOLZ Risk / Return Rank: 51
TOLZ Sharpe Ratio Rank: 46
TOLZ Sortino Ratio Rank: 47
TOLZ Omega Ratio Rank: 43
TOLZ Calmar Ratio Rank: 64
TOLZ Martin Ratio Rank: 55

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JCTR vs. TOLZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and ProShares DJ Brookfield Global Infrastructure ETF (TOLZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	JCTR	TOLZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.58	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.63	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.48	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.42	—

Drawdowns

Drawdown Indicators

	JCTR	TOLZ	Difference
Max Drawdown Largest peak-to-trough decline	—	-39.33%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-5.18%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-11.94%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-21.85%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-39.33%	—
Current Drawdown Current decline from peak	—	-1.98%	—
Average Drawdown Average peak-to-trough decline	—	-6.63%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.71%	—

Volatility

Volatility by Period

	JCTR	TOLZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.60%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.21%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	10.35%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	13.99%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	16.30%	—

JCTR vs. TOLZ - Expense Ratio Comparison

JCTR has a 0.15% expense ratio, which is lower than TOLZ's 0.46% expense ratio.

Dividends

JCTR vs. TOLZ - Dividend Comparison

JCTR's dividend yield for the trailing twelve months is around 0.43%, less than TOLZ's 3.62% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.43%	0.61%	1.04%	1.88%	1.53%	1.13%	0.13%	0.00%	0.00%	0.00%	0.00%	0.00%
TOLZ ProShares DJ Brookfield Global Infrastructure ETF	3.62%	3.99%	3.53%	3.34%	3.01%	3.28%	3.16%	2.96%	3.63%	3.30%	2.62%	3.67%

Frequently Asked Questions

Can I hold both JCTR and TOLZ in my portfolio?

JCTR and TOLZ have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JCTR or TOLZ?

On fees, JCTR is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JCTR or TOLZ?

JCTR is cheaper with a 0.15% expense ratio, compared with 0.46% for TOLZ.

Which ETF pays a higher dividend yield, JCTR or TOLZ?

TOLZ has the higher dividend yield at 3.62%, compared with 0.43% for JCTR.

What is the main difference between JCTR and TOLZ?

JCTR is categorized as Large Cap Blend Equities, while TOLZ is Industrials Equities. JCTR tracks JPMorgan Asset Management Carbon Transition U.S. Equity Index, while TOLZ tracks Dow Jones Brookfield Global Infrastructure Composite Index. They also come from different issuers: JPMorgan and ProShares. Their fees differ too: 0.15% for JCTR and 0.46% for TOLZ.