Jensen Investment Management Launched New Quality ETF

The firm has introduced its second ETF, which focuses on 100 large-cap companies with consistent profitability.

Updated on Sept. 30, 2026 in Investing

Bold flat-color editorial illustration showing a large geometric plinth on a plain surface, evoking stability in financial investment. — Jensen Investment Management has introduced the Jensen U.S. Quality Index ETF, a new fund focused on large-cap firms with consistent long-term profitability. AI Illustration. Upload story photo >

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Jensen Investment Management has launched the Jensen U.S. Quality Index ETF, which trades under the ticker symbol JQTY. The fund tracks an index that emphasizes long-term fiscal performance among large-cap stocks.

Why it matters

The new ETF provides investors with a strategy centered on companies that have maintained high levels of profitability over an extended period. This offering expands the firm's presence in the actively managed or indexed ETF market.

The JQTY fund charges a net expense ratio of 25 basis points and requires companies to maintain a 15% return on equity for 10 consecutive years.

The players

Jensen Investment Management

This investment firm manages assets and creates index-based financial products for institutional and individual clients.

VettaFi

This organization provides indexing services and financial data analytics for the investment industry.

The details

The fund draws its holdings from the VettaFi US Equity 3000 Index, screening for the 100 largest firms based on free-float market capitalization. Jensen Investment Management will invest the majority of the fund's assets in these index securities.

August 31, 2026: NAV growth for JGRW was measured.
September 30, 2026: The fund was launched.

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Market Dynamics

This fund launch reflects a broader trend of asset managers creating niche ETFs based on proprietary quality metrics. By leveraging established indices like the VettaFi US Equity 3000 Index, firms are competing to offer specialized exposure in a crowded investment landscape.

Retail investors can now gain exposure to this quality-focused strategy through the JQTY ticker. The 25-basis-point expense ratio provides a specific cost benchmark for those evaluating the fund against other index-based or active equity products.

The takeaway

The addition of JQTY highlights how traditional quality-investing standards, such as a 15% return on equity, are being packaged into accessible ETF formats. Investors should review how these index screens align with their broader portfolio goals and risk tolerance.