ETF comparison

IWYvsJGRO

Both US Large Cap Growth.

iShares Russell Top 200 Growth ETF · JPMorgan Active Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
58.0%

55 positions appear in both funds. Buying equal dollars of IWY and JGRO would leave roughly58.0%of each dollar exposed to the same underlying securities.

IWY only 41.8%Shared 58.0%JGRO only 41.9%
In IWY only
46 positions
Shared
55 positions
In JGRO only
74 positions

Side by side

IWY

iShares Russell Top 200 Growth ETF

iShares · US Large Cap Growth

79composite / 100
Expense ratio
0.20%
Net assets
$15.86B
TTM yield
0.35%
Top-10 conc.
59.5%
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

80
Cost
56
90
Tax efficiency
90
100
Liquidity
100
29
Concentration
49
Tracking quality
IWYsub-scoreJGRO

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

Cost difference

IWY is 24 bps cheaper than JGRO. On a $100,000 position that's about $240/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 IWY vs JGRO.

Top shared holdings

55 shared in total
#HoldingIn IWYIn JGROOverlap
1NVIDIA CORP14.16%10.46%10.46%
2ALPHABET INC5.14%10.36%5.14%
3APPLE INC7.14%4.76%4.76%
4BROADCOM INC5.64%4.36%4.36%
5MICRON TECHNOLOGY INC4.87%3.70%3.70%
6ADVANCED MICRO DEVICES INC3.25%3.15%3.15%
7TESLA INC4.59%2.81%2.81%
8META PLATFORMS INC3.68%2.13%2.13%
9LAM RESEARCH CORP1.86%1.89%1.86%
10ELI LILLY & COMPANY3.35%1.81%1.81%
11APPLIED MATERIALS INC1.97%1.29%1.29%
12CATERPILLAR INC1.67%1.17%1.17%

Only in IWY

46 total
  • ALPHABET INC6.37%
  • KLA CORP1.36%
  • HOME DEPOT INC (THE)0.90%
  • COSTCO WHOLESALE CORP0.63%
  • ARISTA NETWORKS INC0.61%
  • BOEING COMPANY (THE)0.37%
  • CADENCE DESIGN SYSTEMS INC0.36%
  • LOCKHEED MARTIN CORP0.36%
  • SERVICENOW INC0.35%
  • FORTINET INC0.32%

Only in JGRO

74 total
  • JPMorgan Prime Money Market Fund2.05%
  • Goldman Sachs Group, Inc. (The)1.63%
  • Taiwan Semiconductor Manufacturing Co. Ltd.1.59%
  • Natera, Inc.1.01%
  • Johnson & Johnson1.00%
  • Philip Morris International, Inc.0.91%
  • Teradyne, Inc.0.77%
  • Deere & Co.0.69%
  • RTX Corp.0.67%
  • DigitalOcean Holdings, Inc.0.65%

Open IWY 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.