ETF comparison

IUSGvsJGRO

Both US Large Cap Growth.

iShares Core S&P U.S. Growth ETF · JPMorgan Active Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
56.1%

81 positions appear in both funds. Buying equal dollars of IUSG and JGRO would leave roughly56.1%of each dollar exposed to the same underlying securities.

IUSG only 43.8%Shared 56.1%JGRO only 43.8%
In IUSG only
309 positions
Shared
81 positions
In JGRO only
48 positions

Side by side

IUSG

iShares Core S&P U.S. Growth ETF

iShares · US Large Cap Growth

87composite / 100
Expense ratio
0.040%
Net assets
$33.28B
TTM yield
0.49%
Top-10 conc.
53.5%
JGRO

JPMorgan Active Growth ETF

JPMorgan · US Large Cap Growth

73composite / 100
Expense ratio
0.44%
Net assets
$9.90B
TTM yield
0.16%
Top-10 conc.
45.7%

Sub-score comparison

96
Cost
56
90
Tax efficiency
90
100
Liquidity
100
38
Concentration
49
Tracking quality
IUSGsub-scoreJGRO

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

IUSG is 40 bps cheaper than JGRO. On a $100,000 position that's about $400/yr more in fees for JGRO.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with IUSG vs JGRO.

Top shared holdings

81 shared in total
#HoldingIn IUSGIn JGROOverlap
1NVIDIA CORP12.95%10.46%10.46%
2APPLE INC5.68%4.76%4.76%
3ALPHABET INC4.46%10.36%4.46%
4BROADCOM INC4.78%4.36%4.36%
5MICRON TECHNOLOGY INC3.48%3.70%3.48%
6ADVANCED MICRO DEVICES INC2.53%3.15%2.53%
7META PLATFORMS INC3.31%2.13%2.13%
8TESLA INC1.96%2.81%1.96%
9ELI LILLY & COMPANY2.54%1.81%1.81%
10LAM RESEARCH CORP1.45%1.89%1.45%
11APPLIED MATERIALS INC1.53%1.29%1.29%
12CATERPILLAR INC1.31%1.17%1.17%

Only in IUSG

309 total
  • ALPHABET INC5.60%
  • JP MORGAN CHASE & COMPANY1.59%
  • KLA CORP1.05%
  • ABBVIE INC0.55%
  • ARISTA NETWORKS INC0.47%
  • WELLTOWER INC0.43%
  • MORGAN STANLEY0.41%
  • UBER TECHNOLOGIES INC0.39%
  • SEAGATE TECHNOLOGY HOLDINGS PLC0.37%
  • AMERICAN EXPRESS COMPANY0.33%

Only in JGRO

48 total
  • JPMorgan Prime Money Market Fund2.05%
  • Western Digital Corp.1.66%
  • Taiwan Semiconductor Manufacturing Co. Ltd.1.59%
  • Natera, Inc.1.01%
  • Walmart, Inc.0.88%
  • Texas Instruments, Inc.0.72%
  • Deere & Co.0.69%
  • Dell Technologies, Inc.0.68%
  • Merck & Co., Inc.0.64%
  • 3M Co.0.56%

Open IUSG or JGRO at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.