IVV vs JGRO: Holdings Overlap
iShares · 503 holdings · $901.0B · as of 2026-03-31
JGROJPMorgan Active Growth ETF
JPMorgan · 119 holdings · $9.6B · as of 2026-03-31
How similar are IVV and JGRO?
iShares Core S&P 500 ETF (IVV, by iShares) holds 503 positions; JPMorgan Active Growth ETF (JGRO, by JPMorgan) holds 119. They have 88 holdings in common, and by portfolio weight the two funds are 52.4% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 52.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 88IVV holds 503 · JGRO holds 119
- Weight in Shared Holdings
- IVV 57%·JGRO 87%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IVV
415 of 503 positions (42.7% of the fund) are not held by JGRO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IVV | JGRO |
|---|---|---|
| Information Technology | 32.6% | 37.8% |
| Health Care | 9.4% | 12.7% |
| Financials | 12.6% | 5.9% |
| Communication Services | 10.5% | 12.5% |
| Consumer Discretionary | 9.8% | 11.4% |
| Other Sectors | 24.8% | 16.5% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IVV | +3.4% | +14.0% | +23.7% | +21.3% | +13.4% | +15.4% | 1.05% |
| JGRO | +1.2% | +3.4% | +8.3% | +19.6% | — | — | 0.15% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IVV vs JGRO →
Shared Holdings(88)
The top 10 shared positions account for 64% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. | 7.56% | 10.50% | 7.56% |
|---|---|---|---|
 AAPLApple, Inc. | 6.65% | 8.42% | 6.65% |
 MSFTMicrosoft Corp. | 4.91% | 4.85% | 4.85% |
 AMZNAmazon.com, Inc. | 3.63% | 3.22% | 3.22% |
 AVGOBroadcom, Inc. | 2.62% | 3.83% | 2.62% |
 GOOGAlphabet, Inc., Class C | 2.39% | 6.77% | 2.39% |
 METAMeta Platforms, Inc., Class A | 2.23% | 3.45% | 2.23% |
 TSLATesla, Inc. | 1.87% | 3.47% | 1.87% |
 LLYEli Lilly & Co. | 1.30% | 1.83% | 1.30% |
 JNJJohnson & Johnson | 1.05% | 1.56% | 1.05% |
 WMTWalmart, Inc. | 0.97% | 1.42% | 0.97% |
 XOMExxon Mobil Corp. | 1.27% | 0.74% | 0.74% |
 MAMastercard, Inc., Class A | 0.73% | 2.06% | 0.73% |
 NFLXNetflix, Inc. | 0.72% | 0.93% | 0.72% |
 BRK-BBerkshire Hathaway, Inc., Class B | 1.57% | 0.58% | 0.58% |
 MRKMerck & Co., Inc. | 0.53% | 0.88% | 0.53% |
 GEGE Aerospace | 0.53% | 0.68% | 0.53% |
 KOCoca-Cola Co. (The) | 0.53% | 0.68% | 0.53% |
 RTXRTX Corp. | 0.46% | 1.04% | 0.46% |
 PMPhilip Morris International, Inc. | 0.46% | 1.08% | 0.46% |
 GSGoldman Sachs Group, Inc. (The) | 0.45% | 1.51% | 0.45% |
 ABBVAbbVie, Inc. | 0.69% | 0.43% | 0.43% |
 AMDAdvanced Micro Devices, Inc. | 0.59% | 0.43% | 0.43% |
 GEVGE Vernova, Inc. | 0.42% | 1.11% | 0.42% |
 IBMInternational Business Machines Corp. | 0.40% | 0.86% | 0.40% |
Frequently Asked Questions
How much do IVV and JGRO overlap?
IVV and JGRO overlap by 52.4% of portfolio weight. They share 88 holdings (IVV holds 503 positions and JGRO holds 119), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IVV and JGRO?
The two portfolios are 52.4% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of IVV and JGRO?
The largest positions held by both funds are NVDA, AAPL, MSFT, AMZN and AVGO. Together the top 10 shared positions account for 64% of the total overlap.
What does IVV own that JGRO doesn't?
415 positions (42.7% of IVV) are unique to IVV, led by GOOGL, JPM and COST. In the other direction, 31 positions (9.9% of JGRO) are unique to JGRO.