IVW vs JGRO: Holdings Overlap
iShares · 143 holdings · $77.3B · as of 2026-03-31
JGROJPMorgan Active Growth ETF
JPMorgan · 119 holdings · $9.6B · as of 2026-03-31
How similar are IVW and JGRO?
iShares S&P 500 Growth ETF (IVW, by iShares) holds 143 positions; JPMorgan Active Growth ETF (JGRO, by JPMorgan) holds 119. They have 60 holdings in common, and by portfolio weight the two funds are 57.5% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 57.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 60IVW holds 143 · JGRO holds 119
- Weight in Shared Holdings
- IVW 77%·JGRO 74%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 IVW
83 of 143 positions (22.6% of the fund) are not held by JGRO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IVW | JGRO |
|---|---|---|
| Information Technology | 47.7% | 37.8% |
| Communication Services | 16.8% | 12.5% |
| Health Care | 6.8% | 12.7% |
| Consumer Discretionary | 9.4% | 11.4% |
| Financials | 9.8% | 5.9% |
| Other Sectors | 9.4% | 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 |
|---|---|---|---|---|---|---|---|
| IVW | +4.4% | +15.5% | +25.3% | +26.7% | +14.0% | +17.7% | 0.35% |
| 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 IVW vs JGRO →
Shared Holdings(60)
The top 10 shared positions account for 73% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 14.62% | 10.50% | 10.50% |
|---|---|---|---|
 AAPLApple Inc. COM | 6.43% | 8.42% | 6.43% |
 MSFTMicrosoft Corp. COM | 9.48% | 4.85% | 4.85% |
 GOOGAlphabet Inc. CAP STK CL C | 4.63% | 6.77% | 4.63% |
 AVGOBroadcom Inc COM | 5.06% | 3.83% | 3.83% |
 METAMeta Platforms, Inc., Class A | 4.32% | 3.45% | 3.45% |
 AMZNAmazon.com, Inc. COM | 3.72% | 3.22% | 3.22% |
 TSLATesla Inc COM | 2.24% | 3.47% | 2.24% |
 LLYEli Lilly & Co. COM | 2.51% | 1.83% | 1.83% |
 JNJJohnson & Johnson COM | 1.20% | 1.56% | 1.20% |
 MAMasterCard Incorporated CL A | 0.94% | 2.06% | 0.94% |
 NFLXNetflix, Inc. COM | 1.40% | 0.93% | 0.93% |
 RTXRTX Corp. COM | 0.89% | 1.04% | 0.89% |
 GEVGE Vernova Inc. COM | 0.81% | 1.11% | 0.81% |
 BRK-BBerkshire Hathaway, Inc., Class B | 3.03% | 0.58% | 0.58% |
 GSGoldman Sachs Group, Inc. (The) | 0.57% | 1.51% | 0.57% |
 GEGE Aerospace COM NEW | 0.53% | 0.68% | 0.53% |
 PMPhilip Morris International Inc. COM | 0.50% | 1.08% | 0.50% |
 BKNGBooking Holdings Inc COM | 0.47% | 0.69% | 0.47% |
 ISRGIntuitive Surgical Inc. COM NEW | 0.56% | 0.45% | 0.45% |
 ABBVAbbVie Inc. COM | 0.61% | 0.43% | 0.43% |
 AMDAdvanced Micro Devices Inc. COM | 1.14% | 0.43% | 0.43% |
 KOCoca-Cola Co (The) COM | 0.43% | 0.68% | 0.43% |
 AMGNAmgen Inc. COM | 0.44% | 0.43% | 0.43% |
 APHAmphenol Corporation CL A | 0.54% | 0.42% | 0.42% |
Frequently Asked Questions
How much do IVW and JGRO overlap?
IVW and JGRO overlap by 57.5% of portfolio weight. They share 60 holdings (IVW holds 143 positions and JGRO holds 119), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IVW and JGRO?
The two portfolios are 57.5% 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 IVW and JGRO?
The largest positions held by both funds are NVDA, AAPL, MSFT, GOOG and AVGO. Together the top 10 shared positions account for 73% of the total overlap.
What does IVW own that JGRO doesn't?
83 positions (22.6% of IVW) are unique to IVW, led by GOOGL, JPM and MU. In the other direction, 59 positions (22.5% of JGRO) are unique to JGRO.