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ETF comparison

JGRO vs VIG

US Large Cap Growth vs Dividend.

JPMorgan Active Growth ETF · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
23.7 %

31 positions appear in both funds. Buying equal dollars of JGRO and VIG would leave roughly 23.7% of each dollar exposed to the same underlying securities.

JGRO unmatched 74.1% Shared 23.7% VIG unmatched 75.9%

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
97 positions
Shared
31 positions
In VIG only
302 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%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$127.60B
whole fund, 2 share classes
TTM yield
1.50%
Top-10 conc.
33.4%

Sub-score comparison

56
Cost
96
90
Tax efficiency
78
100
Liquidity
100
49
Concentration
67
—
Tracking quality
—
JGRO sub-score VIG

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

Cost difference

VIG 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 VIG.

Top shared holdings

31 shared in total
# Holding In JGRO In VIG Overlap
1 Apple, Inc. 4.76% 4.45% 4.45%
2 Broadcom, Inc. 4.36% 4.63% 4.36%
3 Eli Lilly & Co. 1.81% 3.93% 1.81%
4 Lam Research Corp. 1.89% 1.58% 1.58%
5 Goldman Sachs Group, Inc. (The) 1.63% 1.24% 1.24%
6 Caterpillar, Inc. 1.17% 1.62% 1.17%
7 Mastercard, Inc. 1.15% 2.00% 1.15%
8 Microsoft Corp. 1.01% 4.34% 1.01%
9 Johnson & Johnson 1.00% 2.67% 1.00%
10 Walmart, Inc. 0.88% 2.11% 0.88%
11 Texas Instruments, Inc. 0.72% 1.08% 0.72%
12 Merck & Co., Inc. 0.64% 1.39% 0.64%

Only in JGRO

97 total
  • NVIDIA Corp. 10.46%
  • Alphabet, Inc. 10.36%
  • Micron Technology, Inc. 3.70%
  • Advanced Micro Devices, Inc. 3.15%
  • Tesla, Inc. 2.81%
  • Meta Platforms, Inc. 2.13%
  • Western Digital Corp. 1.66%
  • Taiwan Semiconductor Manufacturing Co. Ltd. 1.59%
  • Sandisk Corp. 1.43%
  • GE Vernova, Inc. 1.31%

Only in VIG

302 total
  • JPMorgan Chase & Co 4.07%
  • ExxonMobil Holdings Corp 2.78%
  • AbbVie Inc 1.92%
  • Costco Wholesale Corp 1.83%
  • Bank of America Corp 1.75%
  • UnitedHealth Group Inc 1.63%
  • Home Depot Inc/The 1.43%
  • Morgan Stanley 1.09%
  • KLA Corp 1.03%
  • Linde PLC 0.96%

Percentages are holdings overlap with the named fund.

Open JGRO or VIG 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.