Skip to main content

ETF comparison

IVV vs JGRO

US Large Cap vs US Large Cap Growth.

iShares Core S&P 500 ETF · JPMorgan Active Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
46.8 %

90 positions appear in both funds. Buying equal dollars of IVV and JGRO would leave roughly 46.8% of each dollar exposed to the same underlying securities.

IVV unmatched 53.0% Shared 46.8% JGRO unmatched 51.1%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In IVV only
414 positions
Shared
90 positions
In JGRO only
38 positions

Side by side

IVV

iShares Core S&P 500 ETF

iShares · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$881.27B
TTM yield
1.10%
Top-10 conc.
36.4%
JGRO

JPMorgan Active Growth ETF

JPMorgan · US Large Cap Growth

73 composite / 100
Expense ratio
0.44%
Net assets
$10.13B
TTM yield
0.16%
Top-10 conc.
45.4%

Sub-score comparison

97
Cost
56
88
Tax efficiency
90
100
Liquidity
100
62
Concentration
49
—
Tracking quality
—
IVV sub-score JGRO

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IVV is 41 bps cheaper than JGRO. On a $100,000 position that's about $410/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 the cost calculator pre-filled with IVV vs JGRO.

Top shared holdings

90 shared in total
# Holding In IVV In JGRO Overlap
1 NVIDIA Corp. 7.51% 10.46% 7.51%
2 Apple, Inc. 6.58% 4.76% 4.76%
3 Broadcom, Inc. 2.77% 4.36% 2.77%
4 Alphabet, Inc. 2.59% 10.36% 2.59%
5 Micron Technology, Inc. 2.02% 3.70% 2.02%
6 Meta Platforms, Inc. 1.92% 2.13% 1.92%
7 Tesla, Inc. 1.83% 2.81% 1.83%
8 Eli Lilly & Co. 1.47% 1.81% 1.47%
9 Advanced Micro Devices, Inc. 1.47% 3.15% 1.47%
10 Microsoft Corp. 4.29% 1.01% 1.01%
11 Johnson & Johnson 0.95% 1.00% 0.95%
12 Applied Materials, Inc. 0.89% 1.29% 0.89%

Only in IVV

414 total
  • Alphabet, Inc. 3.25%
  • JPMorgan Chase & Co. 1.36%
  • AbbVie, Inc. 0.69%
  • Costco Wholesale Corp. 0.64%
  • KLA Corp. 0.61%
  • UnitedHealth Group, Inc. 0.58%
  • Bank of America Corp. 0.58%
  • Home Depot, Inc. (The) 0.54%
  • Chevron Corp. 0.48%
  • Wells Fargo & Co. 0.39%

Only in JGRO

38 total
  • Taiwan Semiconductor Manufacturing Co. Ltd. 1.59%
  • Natera, Inc. 1.01%
  • DigitalOcean Holdings, Inc. 0.65%
  • Snowflake, Inc. 0.56%
  • Bloom Energy Corp. 0.56%
  • Twilio, Inc. 0.56%
  • Neurocrine Biosciences, Inc. 0.51%
  • Insmed, Inc. 0.45%
  • MKS, Inc. 0.42%
  • Cerebras Systems, Inc. 0.40%

Percentages are holdings overlap with the named fund.

Open IVV 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 methodology and 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.