IWF vs JGRO: Holdings Overlap
IWFiShares Russell 1000 Growth ETF
iShares · 387 holdings · $127.3B · as of 2026-03-31
JGROJPMorgan Active Growth ETF
JPMorgan · 119 holdings · $9.6B · as of 2026-03-31
How similar are IWF and JGRO?
iShares Russell 1000 Growth ETF (IWF, by iShares) holds 387 positions; JPMorgan Active Growth ETF (JGRO, by JPMorgan) holds 119. They have 80 holdings in common, and by portfolio weight the two funds are 57.4% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 57.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 80IWF holds 387 · JGRO holds 119
- Weight in Shared Holdings
- IWF 78%·JGRO 80%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 IWF
307 of 387 positions (21.8% of the fund) are not held by JGRO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWF | JGRO |
|---|---|---|
| Information Technology | 49.2% | 37.8% |
| Consumer Discretionary | 13.1% | 11.4% |
| Health Care | 8.0% | 12.7% |
| Communication Services | 12.4% | 12.5% |
| Industrials | 6.7% | 9.1% |
| Other Sectors | 10.4% | 13.4% |
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 |
|---|---|---|---|---|---|---|---|
| IWF | +2.7% | +5.5% | +13.1% | +22.0% | +12.6% | +17.8% | 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 IWF vs JGRO →
Shared Holdings(80)
The top 10 shared positions account for 76% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 12.92% | 10.50% | 10.50% |
|---|---|---|---|
 AAPLApple Inc. COM | 11.64% | 8.42% | 8.42% |
 MSFTMicrosoft Corp. COM | 8.82% | 4.85% | 4.85% |
 AVGOBroadcom Inc COM | 4.79% | 3.83% | 3.83% |
 TSLATesla Inc COM | 3.55% | 3.47% | 3.47% |
 METAMeta Platforms, Inc., Class A | 3.46% | 3.45% | 3.45% |
 AMZNAmazon.com, Inc. COM | 4.66% | 3.22% | 3.22% |
 GOOGAlphabet Inc. CAP STK CL C | 2.87% | 6.77% | 2.87% |
 LLYEli Lilly & Co. COM | 2.66% | 1.83% | 1.83% |
 MAMasterCard Incorporated CL A | 1.45% | 2.06% | 1.45% |
 NFLXNetflix, Inc. COM | 1.47% | 0.93% | 0.93% |
 GEVGE Vernova Inc. COM | 0.85% | 1.11% | 0.85% |
 GEGeneral Electric Co. | 1.06% | 0.68% | 0.68% |
 KOCoca-Cola Co (The) COM | 0.52% | 0.68% | 0.52% |
 BKNGBooking Holdings Inc COM | 0.46% | 0.69% | 0.46% |
 ISRGIntuitive Surgical Inc. COM NEW | 0.59% | 0.45% | 0.45% |
 ABBVAbbVie Inc. COM | 1.39% | 0.43% | 0.43% |
 AMDAdvanced Micro Devices Inc. COM | 0.69% | 0.43% | 0.43% |
 AMGNAmgen Inc. COM | 0.50% | 0.43% | 0.43% |
 INTUIntuit Inc COM | 0.43% | 0.52% | 0.43% |
 APHAmphenol Corporation CL A | 0.56% | 0.42% | 0.42% |
 PANWPalo Alto Networks Inc COM | 0.46% | 0.40% | 0.40% |
 ORCLOracle Corp. COM | 0.89% | 0.39% | 0.39% |
 LRCXLam Research Corporation COM NEW | 0.97% | 0.37% | 0.37% |
 MCKMckesson Corp. COM | 0.36% | 0.47% | 0.36% |
Frequently Asked Questions
How much do IWF and JGRO overlap?
IWF and JGRO overlap by 57.4% of portfolio weight. They share 80 holdings (IWF holds 387 positions and JGRO holds 119), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWF and JGRO?
The two portfolios are 57.4% 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 IWF and JGRO?
The largest positions held by both funds are NVDA, AAPL, MSFT, AVGO and TSLA. Together the top 10 shared positions account for 76% of the total overlap.
What does IWF own that JGRO doesn't?
307 positions (21.8% of IWF) are unique to IWF, led by GOOGL, COST and HD. In the other direction, 39 positions (17.2% of JGRO) are unique to JGRO.