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ETF comparison

IVW vs JGRO

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 roughly 56.7% of each dollar exposed to the same underlying securities.

IVW unmatched 43.3% Shared 56.7% JGRO unmatched 41.2%

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 IVW only
82 positions
Shared
65 positions
In JGRO only
63 positions

Side by side

IVW

iShares S&P 500 Growth ETF

iShares · US Large Cap Growth

81 composite / 100
Expense ratio
0.18%
Net assets
$78.18B
TTM yield
0.36%
Top-10 conc.
56.4%
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

82
Cost
56
90
Tax efficiency
90
100
Liquidity
100
34
Concentration
49
—
Tracking quality
—
IVW sub-score JGRO

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with IVW vs JGRO.

Top shared holdings

65 shared in total
# Holding In IVW In JGRO Overlap
1 NVIDIA CORP 13.65% 10.46% 10.46%
2 APPLE INC 5.98% 4.76% 4.76%
3 ALPHABET INC 4.70% 10.36% 4.70%
4 BROADCOM INC 5.04% 4.36% 4.36%
5 MICRON TECHNOLOGY INC 3.67% 3.70% 3.67%
6 ADVANCED MICRO DEVICES INC 2.67% 3.15% 2.67%
7 META PLATFORMS INC 3.48% 2.13% 2.13%
8 TESLA INC 2.07% 2.81% 2.07%
9 ELI LILLY & COMPANY 2.67% 1.81% 1.81%
10 LAM RESEARCH CORP 1.53% 1.89% 1.53%
11 APPLIED MATERIALS INC 1.62% 1.29% 1.29%
12 CATERPILLAR INC 1.38% 1.17% 1.17%

Only in IVW

82 total
  • ALPHABET INC 5.90%
  • JP MORGAN CHASE & COMPANY 1.68%
  • KLA CORP 1.11%
  • ABBVIE INC 0.58%
  • ARISTA NETWORKS INC 0.49%
  • WELLTOWER INC 0.45%
  • MORGAN STANLEY 0.43%
  • UBER TECHNOLOGIES INC 0.41%
  • SEAGATE TECHNOLOGY HOLDINGS PLC 0.39%
  • AMERICAN EXPRESS COMPANY 0.34%

Only in JGRO

63 total
  • 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%
  • 3M Co. 0.56%

Percentages are holdings overlap with the named fund.

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 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.