IWYvsJGRO

iShares Russell Top 200 Growth ETF or JPMorgan Active Growth ETF, side by side from their own SEC filings. 58% of their stock holdings are the same at the same weight, across 54 stocks in both. IWY costs 0.20% a year against 0.44% for JGRO, $24 a year less on $10,000. Over the last twelve months IWY returned +18.4% and JGRO +14.7%.

58%of the two portfolios is the same stocks at the same weight
IWY84% in stocks the other holds too
JGRO71% 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.

IWYJGROYearly cost0.20%0.44%Net assets$17.0B$10.0BPositions104130Last 12 months+18.4%+14.7%3 years, a year+23.0%+21.1%5 years, a year+14.8%n/aLargest holdingNVDA 14.2%NVDA 10.5%Main sectorTechnology 56%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.

IWY$238JGRO$199
July 2022June 2026

What they both hold

54 stocks are in both funds: 84% of IWY and 71% of JGRO. The biggest shared positions:

Stockin IWYin JGRO
NVDA14.2%10.5%GOOG5.1%10.4%AAPL7.1%4.8%AVGO5.6%4.4%MU4.9%3.7%AMD3.3%3.1%TSLA4.6%2.8%META3.7%2.1%LRCX1.9%1.9%LLY3.3%1.8%

Only in IWY

Its biggest stocks the other fund does not hold.

  1. GOOGLAlphabet Inc.6.4%
  2. KLACKLA Corporation1.4%
  3. HDThe Home Depot0.9%
  4. COSTCostco0.6%
  5. ANETArista Networks0.6%
  6. BABoeing0.4%

Only in JGRO

Its biggest stocks the other fund does not hold.

  1. GSGoldman Sachs1.6%
  2. TSMTaiwan Semiconductor Manufacturing Company Limited1.6%
  3. NTRANatera, Inc.1.0%
  4. JNJJohnson & Johnson1.0%
  5. PMPhilip Morris International0.9%
  6. TERTeradyne0.8%

More comparisons

IWF vs IWYIWY vs MGKIWY vs SPYGIVW vs IWYIWY vs VUGIWF vs JGROJGRO vs SPYGIVW vs JGRO

From each fund’s Form N-PORT (IWY: 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.