ETF comparison
IWD vs JGRO
US Value vs US Large Cap Growth.
Holdings overlap
59 positions appear in both funds. Buying equal dollars of IWD and JGRO would leave roughly 19.0% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IWD 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 IWD vs JGRO.
Top shared holdings
59 shared in total| # | Holding | In IWD | In JGRO | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 4.76% | 4.76% |
| 2 | MICROSOFT CORPORATION | 3.88% | 1.01% | 1.01% |
| 3 | JOHNSON & JOHNSON | 1.71% | 1.00% | 1.00% |
| 4 | WALMART INC. | 1.27% | 0.88% | 0.88% |
| 5 | THE GOLDMAN SACHS GROUP, INC. | 0.82% | 1.63% | 0.82% |
| 6 | Philip Morris International Inc. | 0.79% | 0.91% | 0.79% |
| 7 | RTX CORPORATION | 0.72% | 0.67% | 0.67% |
| 8 | MERCK & CO., INC. | 0.89% | 0.64% | 0.64% |
| 9 | META PLATFORMS, INC. | 0.63% | 2.13% | 0.63% |
| 10 | AMAZON.COM, INC. | 5.93% | 0.53% | 0.53% |
| 11 | EXXON MOBIL CORPORATION | 1.59% | 0.52% | 0.52% |
| 12 | DEERE & COMPANY | 0.44% | 0.69% | 0.44% |
Only in IWD
811 total- JPMORGAN CHASE & CO. 2.45%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- CHEVRON CORPORATION 0.86%
- WELLS FARGO & COMPANY 0.71%
- LINDE PUBLIC LIMITED COMPANY 0.67%
- MORGAN STANLEY 0.66%
- COSTCO WHOLESALE CORPORATION 0.65%
- CITIGROUP INC. 0.56%
Only in JGRO
69 total- NVIDIA Corp. 10.46%
- Alphabet, Inc. 10.36%
- Broadcom, Inc. 4.36%
- Micron Technology, Inc. 3.70%
- Advanced Micro Devices, Inc. 3.15%
- Tesla, Inc. 2.81%
- Lam Research Corp. 1.89%
- Eli Lilly & Co. 1.81%
- Western Digital Corp. 1.66%
- Taiwan Semiconductor Manufacturing Co. Ltd. 1.59%
Related comparisons
More comparisons with IWD
- IWD vs MGK · Vanguard Morningstar Mega Cap Growth ETF 18.6%
- IWD vs SPMO · Invesco S&P 500 Momentum ETF 18.3%
- IWD vs FELG · Fidelity Enhanced Large Cap Growth ETF 18.1%
- IWD vs CGGR · Capital Group Growth ETF 17.9%
- IWD vs VOE · Vanguard Morningstar Mid-Cap Value ETF 17.0%
- IWD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 16.7%
More comparisons with JGRO
- JGRO vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 15.0%
- JGRO vs VO · Vanguard Morningstar Mid-Cap ETF 11.9%
- JGRO vs VB · Vanguard Morningstar Small-Cap ETF 5.4%
- JGRO vs IJH · iShares Core S&P Mid-Cap ETF 5.1%
- JGRO vs SCHD · Schwab U.S. Dividend Equity ETF 2.2%
- JGRO vs IWM · iShares Russell 2000 ETF 0.7%
Percentages are holdings overlap with the named fund.
Open IWD 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.