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ETF comparison

IWM vs JGRO

US Small Cap vs US Large Cap Growth.

iShares Russell 2000 ETF · JPMorgan Active Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.7 %

5 positions appear in both funds. Buying equal dollars of IWM and JGRO would leave roughly 0.7% of each dollar exposed to the same underlying securities.

IWM unmatched 99.1% Shared 0.7% JGRO unmatched 97.2%

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 IWM only
2,009 positions
Shared
5 positions
In JGRO only
123 positions

Side by side

IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%
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

81
Cost
56
89
Tax efficiency
90
100
Liquidity
100
100
Concentration
49
—
Tracking quality
—
IWM sub-score JGRO

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

Cost difference

IWM is 25 bps cheaper than JGRO. On a $100,000 position that's about $250/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 IWM vs JGRO.

Top shared holdings

5 shared in total
# Holding In IWM In JGRO Overlap
1 JFrog Ltd. 0.31% 0.23% 0.23%
2 Kulicke & Soffa Industries, Inc. 0.21% 0.22% 0.21%
3 Rhythm Pharmaceuticals, Inc. 0.19% 0.11% 0.11%
4 VeraDermics, Inc. 0.08% 0.09% 0.08%
5 Hims & Hers Health, Inc. 0.23% 0.03% 0.03%

Only in IWM

2,009 total
  • Moog, Inc. 0.38%
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • BrightSpring Health Services, Inc. 0.35%
  • Cytokinetics, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • Argan, Inc. 0.34%
  • UMB Financial Corp. 0.33%
  • Riot Platforms, Inc. 0.30%
  • Krystal Biotech, Inc. 0.30%

Only in JGRO

123 total
  • NVIDIA Corp. 10.46%
  • Alphabet, Inc. 10.36%
  • Apple, Inc. 4.76%
  • Broadcom, Inc. 4.36%
  • Micron Technology, Inc. 3.70%
  • Advanced Micro Devices, Inc. 3.15%
  • Tesla, Inc. 2.81%
  • Meta Platforms, Inc. 2.13%
  • Lam Research Corp. 1.89%
  • Eli Lilly & Co. 1.81%

Related comparisons

More comparisons with IWM

More comparisons with JGRO

Percentages are holdings overlap with the named fund.

Open IWM or JGRO at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.