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
57.5 %

60 positions appear in both funds. Buying equal dollars of IVW and JGRO would leave roughly 57.5% of each dollar exposed to the same underlying securities.

IVW only 42.4% Shared 57.5% JGRO only 42.5%
In IVW only
83 positions
Shared
60 positions
In JGRO only
60 positions

Side by side

IVW

iShares S&P 500 Growth ETF

iShares · US Large Cap Growth

80 composite / 100
Expense ratio
0.18%
Net assets
$74.97B
TTM yield
0.36%
Top-10 conc.
59.6%
JGRO

JPMorgan Active Growth ETF

JPMorgan · US Large Cap Growth

72 composite / 100
Expense ratio
0.44%
Net assets
$9.99B
TTM yield
0.15%
Top-10 conc.
49.7%

Sub-score comparison

82
Cost
56
90
Tax efficiency
90
100
Liquidity
100
29
Concentration
43
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

60 shared in total
# Holding In IVW In JGRO Overlap
1 NVIDIA Corp. 14.62% 10.50% 10.50%
2 Apple Inc. 6.43% 8.42% 6.43%
3 Microsoft Corp. 9.48% 4.85% 4.85%
4 Alphabet Inc. 4.63% 6.77% 4.63%
5 Broadcom Inc 5.06% 3.83% 3.83%
6 Meta Platforms Inc 4.32% 3.45% 3.45%
7 Amazon.com, Inc. 3.72% 3.22% 3.22%
8 Tesla Inc 2.24% 3.47% 2.24%
9 Eli Lilly & Co. 2.51% 1.83% 1.83%
10 Johnson & Johnson 1.20% 1.56% 1.20%
11 MasterCard Incorporated 0.94% 2.06% 0.94%
12 Netflix, Inc. 1.40% 0.93% 0.93%

Only in IVW

83 total
  • Alphabet Inc. 5.78%
  • JPMorgan Chase & Co. 1.86%
  • Micron Technology Inc. 1.31%
  • Caterpillar Inc 1.14%
  • Applied Materials Inc. 0.94%
  • KLA Corp. 0.67%
  • Cisco Systems, Inc. 0.56%
  • Welltower Inc. 0.48%
  • Arista Networks Inc 0.44%
  • Morgan Stanley 0.42%

Only in JGRO

60 total
  • JPMorgan Prime Money Market Fund 3.12%
  • Walmart, Inc. 1.42%
  • Insmed, Inc. 1.42%
  • Taiwan Semiconductor Manufacturing Co. Ltd. 1.26%
  • 3M Co. 1.05%
  • Natera, Inc. 0.92%
  • Merck & Co., Inc. 0.88%
  • Exxon Mobil Corp. 0.74%
  • Alnylam Pharmaceuticals, Inc. 0.68%
  • Deere & Co. 0.68%

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.