ETF comparison

IVWvsJGRO

Both US Large Cap Growth.

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

Holdings overlap

Weighted by ISIN/CUSIP
56.7%

65 positions appear in both funds. Buying equal dollars of IVW and JGRO would leave roughly56.7%of each dollar exposed to the same underlying securities.

IVW only 43.3%Shared 56.7%JGRO only 43.2%
In IVW only
82 positions
Shared
65 positions
In JGRO only
64 positions

Side by side

IVW

iShares S&P 500 Growth ETF

iShares · US Large Cap Growth

81composite / 100
Expense ratio
0.18%
Net assets
$76.57B
TTM yield
0.36%
Top-10 conc.
56.4%
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

82
Cost
56
90
Tax efficiency
90
100
Liquidity
100
34
Concentration
49
Tracking quality
IVWsub-scoreJGRO

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

Cost difference

IVW is 26 bps cheaper than JGRO. On a $100,000 position that's about $260/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 IVW vs JGRO.

Top shared holdings

65 shared in total
#HoldingIn IVWIn JGROOverlap
1NVIDIA CORP13.65%10.46%10.46%
2APPLE INC5.98%4.76%4.76%
3ALPHABET INC4.70%10.36%4.70%
4BROADCOM INC5.04%4.36%4.36%
5MICRON TECHNOLOGY INC3.67%3.70%3.67%
6ADVANCED MICRO DEVICES INC2.67%3.15%2.67%
7META PLATFORMS INC3.48%2.13%2.13%
8TESLA INC2.07%2.81%2.07%
9ELI LILLY & COMPANY2.67%1.81%1.81%
10LAM RESEARCH CORP1.53%1.89%1.53%
11APPLIED MATERIALS INC1.62%1.29%1.29%
12CATERPILLAR INC1.38%1.17%1.17%

Only in IVW

82 total
  • ALPHABET INC5.90%
  • JP MORGAN CHASE & COMPANY1.68%
  • KLA CORP1.11%
  • ABBVIE INC0.58%
  • ARISTA NETWORKS INC0.49%
  • WELLTOWER INC0.45%
  • MORGAN STANLEY0.43%
  • UBER TECHNOLOGIES INC0.41%
  • SEAGATE TECHNOLOGY HOLDINGS PLC0.39%
  • AMERICAN EXPRESS COMPANY0.34%

Only in JGRO

64 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%
  • DigitalOcean Holdings, Inc.0.65%
  • Merck & Co., Inc.0.64%

Open IVW 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.