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ETF comparison

JGRO vs SCHG

Both US Large Cap Growth.

JPMorgan Active Growth ETF · Schwab U.S. Large-Cap Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
45.2 %

52 positions appear in both funds. Buying equal dollars of JGRO and SCHG would leave roughly 45.2% of each dollar exposed to the same underlying securities.

JGRO unmatched 52.7% Shared 45.2% SCHG unmatched 54.7%

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
76 positions
Shared
52 positions
In SCHG only
141 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%
SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab · US Large Cap Growth

86 composite / 100
Expense ratio
0.040%
Net assets
$63.85B
TTM yield
0.40%
Top-10 conc.
57.2%

Sub-score comparison

56
Cost
96
90
Tax efficiency
90
100
Liquidity
100
49
Concentration
33
—
Tracking quality
—
JGRO sub-score SCHG

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

Cost difference

SCHG is 40 bps cheaper than JGRO. On a $100,000 position that's about $400/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 SCHG.

Top shared holdings

52 shared in total
# Holding In JGRO In SCHG Overlap
1 NVIDIA Corp. 10.46% 11.01% 10.46%
2 Apple, Inc. 4.76% 9.83% 4.76%
3 Broadcom, Inc. 4.36% 4.55% 4.36%
4 Alphabet, Inc. 10.36% 3.78% 3.78%
5 Advanced Micro Devices, Inc. 3.15% 2.93% 2.93%
6 Tesla, Inc. 2.81% 3.91% 2.81%
7 Meta Platforms, Inc. 2.13% 3.45% 2.13%
8 Eli Lilly & Co. 1.81% 3.05% 1.81%
9 Mastercard, Inc. 1.15% 1.40% 1.15%
10 Microsoft Corp. 1.01% 7.17% 1.01%
11 GE Aerospace 0.94% 1.18% 0.94%
12 GE Vernova, Inc. 1.31% 0.91% 0.91%

Only in JGRO

76 total
  • Micron Technology, Inc. 3.70%
  • Lam Research Corp. 1.89%
  • Western Digital Corp. 1.66%
  • Goldman Sachs Group, Inc. (The) 1.63%
  • Taiwan Semiconductor Manufacturing Co. Ltd. 1.59%
  • Sandisk Corp. 1.43%
  • Applied Materials, Inc. 1.29%
  • Ciena Corp. 1.19%
  • Caterpillar, Inc. 1.17%
  • Johnson & Johnson 1.00%

Only in SCHG

141 total
  • Alphabet Inc 4.75%
  • Costco Wholesale Corp 1.48%
  • UnitedHealth Group Inc 1.20%
  • KLA Corp 0.88%
  • Linde PLC 0.81%
  • Walt Disney Co/The 0.63%
  • Salesforce Inc 0.62%
  • Arista Networks Inc 0.57%
  • Blackrock Inc 0.52%
  • Uber Technologies Inc 0.51%

Percentages are holdings overlap with the named fund.

Open JGRO or SCHG 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.