IVWvsJGRO

iShares S&P 500 Growth ETF or JPMorgan Active Growth ETF, side by side from their own SEC filings. 57% of their stock holdings are the same at the same weight, across 65 stocks in both. IVW costs 0.18% a year against 0.44% for JGRO, $26 a year less on $10,000. Over the last twelve months IVW returned +25.5% and JGRO +14.7%.

57%of the two portfolios is the same stocks at the same weight
IVW81% in stocks the other holds too
JGRO75% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

IVWJGROYearly cost0.18%0.44%Net assets$75.0B$10.0BPositions150130Last 12 months+25.5%+14.7%3 years, a year+25.7%+21.1%5 years, a year+14.4%n/aLargest holdingNVDA 13.6%NVDA 10.5%Main sectorTechnology 52%Technology 50%Holdings as ofJun 30, 2026Jun 30, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from July 2022, the first month both report, dividends reinvested.

IVW$234JGRO$199
July 2022June 2026

More comparisons

From each fund’s Form N-PORT (IVW: June 2026, JGRO: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.