Jensen Investment Management Launched New Quality Index ETF

The new JQTY fund tracks U.S. companies that have maintained a return on equity of 15% or higher for ten years.

Updated on Sept. 30, 2026 in Investing

Bold vector editorial illustration of a stack of metallic blocks, representing stable financial equity components. — Jensen Investment Management has launched the JQTY ETF, a new fund targeting 100 large-cap companies with a decade-long record of high profitability. AI Illustration. Upload story photo >

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Jensen Investment Management has released the Jensen U.S. Quality Index ETF, which trades under the ticker JQTY. The fund tracks an index of 100 large-cap companies derived from the broader VettaFi US Equity 3000 Index.

Why it matters

The fund specifically targets companies with a decade-long track record of high profitability, defined as a return on equity of 15% or higher. By narrowing the selection to these 100 entities, the fund aims to provide focused exposure to companies with sustained performance metrics.

The new JQTY fund carries a net expense ratio of 25 basis points. It selects companies from a pool of 3,000 stocks in the VettaFi US Equity Index, filtering for 100 constituents that met the strict 15% return on equity threshold for ten consecutive fiscal years.

The players

Jensen Investment Management

An investment firm that manages asset portfolios and recently expanded its offering of exchange-traded funds.

VettaFi

A financial data firm that provides index construction and research services for institutional and retail investors.

The details

The index methodology identifies companies from the VettaFi US Equity 3000 Index that have maintained a return on equity of 15% or higher for 10 consecutive fiscal years. From this subset, the index selects the 100 largest companies based on free-float market capitalization. The JQTY fund is designed to invest the majority of its assets in these specific index securities.

August 31, 2026: The NAV for the related JGRW fund showed growth of 2.03% over the prior month.
September 30, 2026: The Jensen U.S. Quality Index ETF was released.

Money Landscape

The launch of JQTY follows a trend of using filtered indexing strategies to isolate high-quality company characteristics. It serves as a concentrated complement to the broader VettaFi US Equity 3000 Index.

Investors considering this fund should compare its 25 basis point expense ratio against the costs of other broad-market or quality-factor funds. As with any new fund allocation, discuss the role of quality-screened ETFs in your long-term plan with a qualified financial professional.

The takeaway

The JQTY fund provides a new mechanism for tracking companies with a consistent decade-long history of 15% return on equity. Investors should monitor how the fund's holdings compare to their existing U.S. large-cap equity exposure when reviewing their annual portfolio rebalancing needs.