ETF comparison
JGRO vs SCHD
US Large Cap Growth vs Dividend.
JPMorgan Active Growth ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
7 positions appear in both funds. Buying equal dollars of JGRO and SCHD would leave roughly 2.2% 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
SCHD is 38 bps cheaper than JGRO. On a $100,000 position that's about $380/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 SCHD.
Top shared holdings
7 shared in total| # | Holding | In JGRO | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Texas Instruments, Inc. | 0.72% | 5.90% | 0.72% |
| 2 | Merck & Co., Inc. | 0.64% | 3.86% | 0.64% |
| 3 | Coca-Cola Co. (The) | 0.39% | 3.96% | 0.39% |
| 4 | EOG Resources, Inc. | 0.27% | 1.82% | 0.27% |
| 5 | Amgen, Inc. | 0.09% | 3.47% | 0.09% |
| 6 | Procter & Gamble Co. (The) | 0.09% | 3.55% | 0.09% |
| 7 | Bristol-Myers Squibb Co. | 0.03% | 2.93% | 0.03% |
Only in JGRO
121 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%
Only in SCHD
92 total- QUALCOMM Inc 6.74%
- UnitedHealth Group Inc 5.09%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- ConocoPhillips 3.51%
- PepsiCo Inc 3.44%
- Home Depot Inc/The 3.36%
- Abbott Laboratories 2.96%
- Altria Group Inc 2.94%
- Accenture PLC 2.90%
Related comparisons
More comparisons with JGRO
- JGRO vs IWM · iShares Russell 2000 ETF 0.7%
- JGRO vs IJR · iShares Core S&P Small-Cap ETF 0.2%
- JGRO vs IWF · iShares Russell 1000 Growth ETF 59.3%
- JGRO vs IWY · iShares Russell Top 200 Growth ETF 58.0%
- JGRO vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 56.7%
- JGRO vs IVW · iShares S&P 500 Growth ETF 56.7%
More comparisons with SCHD
- SCHD vs SCHA · Schwab U.S. Small-Cap ETF 2.1%
- SCHD vs CGGR · Capital Group Growth ETF 1.9%
- SCHD vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7%
- SCHD vs FNDA · Schwab Fundamental U.S. Small Company ETF 1.6%
- SCHD vs CALF · Pacer US Small Cap Cash Cows 100 ETF 1.6%
- SCHD vs IJK · iShares S&P Mid-Cap 400 Growth ETF 1.6%
Percentages are holdings overlap with the named fund.
Open JGRO or SCHD 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.