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ETF comparison

JGRO vs SCHB

US Large Cap Growth vs US Total Market.

JPMorgan Active Growth ETF · Schwab U.S. Broad Market ETF

Holdings overlap

Weighted by ISIN/CUSIP
42.8 %

123 positions appear in both funds. Buying equal dollars of JGRO and SCHB would leave roughly 42.8% of each dollar exposed to the same underlying securities.

JGRO unmatched 55.1% Shared 42.8% SCHB unmatched 57.1%

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 JGRO only
5 positions
Shared
123 positions
In SCHB only
2,282 positions

Side by side

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%
SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.43B
TTM yield
1.05%
Top-10 conc.
34.9%

Sub-score comparison

56
Cost
97
90
Tax efficiency
88
100
Liquidity
100
49
Concentration
64
—
Tracking quality
—
JGRO sub-score SCHB

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

Cost difference

SCHB is 41 bps cheaper than JGRO. On a $100,000 position that's about $410/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 JGRO vs SCHB.

Top shared holdings

123 shared in total
# Holding In JGRO In SCHB Overlap
1 NVIDIA Corp. 10.46% 7.02% 7.02%
2 Apple, Inc. 4.76% 6.26% 4.76%
3 Broadcom, Inc. 4.36% 2.90% 2.90%
4 Alphabet, Inc. 10.36% 2.41% 2.41%
5 Meta Platforms, Inc. 2.13% 1.89% 1.89%
6 Tesla, Inc. 2.81% 1.68% 1.68%
7 Micron Technology, Inc. 3.70% 1.49% 1.49%
8 Eli Lilly & Co. 1.81% 1.20% 1.20%
9 Advanced Micro Devices, Inc. 3.15% 1.15% 1.15%
10 Microsoft Corp. 1.01% 4.57% 1.01%
11 Johnson & Johnson 1.00% 0.74% 0.74%
12 Walmart, Inc. 0.88% 0.69% 0.69%

Only in JGRO

5 total
  • Taiwan Semiconductor Manufacturing Co. Ltd. 1.59%
  • Space Exploration Technologies Corp. 0.36%
  • Innio NV 0.33%
  • JFrog Ltd. 0.23%
  • Celestica, Inc. 0.22%

Only in SCHB

2,282 total
  • Alphabet Inc 3.03%
  • JPMorgan Chase & Co 1.10%
  • Costco Wholesale Corp 0.58%
  • AbbVie Inc 0.53%
  • UnitedHealth Group Inc 0.47%
  • Bank of America Corp 0.47%
  • Chevron Corp 0.47%
  • Home Depot Inc/The 0.43%
  • QUALCOMM Inc 0.37%
  • KLA Corp 0.34%

Percentages are holdings overlap with the named fund.

Open JGRO or SCHB 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.