IWY vs JGRO: Holdings Overlap
IWYiShares Russell Top 200 Growth ETF
iShares · 110 holdings · $16.6B · as of 2026-03-31
JGROJPMorgan Active Growth ETF
JPMorgan · 119 holdings · $9.6B · as of 2026-03-31
How similar are IWY and JGRO?
iShares Russell Top 200 Growth ETF (IWY, by iShares) holds 110 positions; JPMorgan Active Growth ETF (JGRO, by JPMorgan) holds 119. They have 51 holdings in common, and by portfolio weight the two funds are 56.2% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 56.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 51IWY holds 110 · JGRO holds 119
- Weight in Shared Holdings
- IWY 83%·JGRO 69%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 IWY
59 of 110 positions (17.0% of the fund) are not held by JGRO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWY | JGRO |
|---|---|---|
| Information Technology | 53.1% | 37.8% |
| Communication Services | 13.0% | 12.5% |
| Health Care | 7.5% | 12.7% |
| Consumer Discretionary | 11.3% | 11.4% |
| Industrials | 5.0% | 9.1% |
| Other Sectors | 10.0% | 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 |
|---|---|---|---|---|---|---|---|
| IWY | +2.5% | +5.3% | +13.9% | +22.5% | +13.7% | +18.8% | 0.34% |
| 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 IWY vs JGRO →
Shared Holdings(51)
The top 10 shared positions account for 79% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 14.62% | 10.50% | 10.50% |
|---|---|---|---|
 AAPLApple Inc. COM | 13.13% | 8.42% | 8.42% |
 MSFTMicrosoft Corp. COM | 9.91% | 4.85% | 4.85% |
 AVGOBroadcom Inc COM | 4.31% | 3.83% | 3.83% |
 TSLATesla Inc COM | 3.52% | 3.47% | 3.47% |
 METAMeta Platforms, Inc., Class A | 3.42% | 3.45% | 3.42% |
 AMZNAmazon.com, Inc. COM | 4.46% | 3.22% | 3.22% |
 GOOGAlphabet Inc. CAP STK CL C | 3.20% | 6.77% | 3.20% |
 LLYEli Lilly & Co. COM | 2.88% | 1.83% | 1.83% |
 MAMasterCard Incorporated CL A | 1.71% | 2.06% | 1.71% |
 GEVGE Vernova Inc. COM | 1.00% | 1.11% | 1.00% |
 NFLXNetflix, Inc. COM | 1.73% | 0.93% | 0.93% |
 GEGE Aerospace COM NEW | 1.25% | 0.68% | 0.68% |
 KOCoca-Cola Co (The) COM | 0.61% | 0.68% | 0.61% |
 BKNGBooking Holdings Inc COM | 0.55% | 0.69% | 0.55% |
 INTUIntuit Inc COM | 0.50% | 0.52% | 0.50% |
 ISRGIntuitive Surgical Inc. COM NEW | 0.69% | 0.45% | 0.45% |
 ABBVAbbVie Inc. COM | 1.64% | 0.43% | 0.43% |
 AMDAdvanced Micro Devices Inc. COM | 0.81% | 0.43% | 0.43% |
 AMGNAmgen Inc. COM | 0.59% | 0.43% | 0.43% |
 APHAmphenol Corporation CL A | 0.66% | 0.42% | 0.42% |
 MCKMckesson Corp. COM | 0.42% | 0.47% | 0.42% |
 PANWPalo Alto Networks Inc COM | 0.55% | 0.40% | 0.40% |
 TTTrane Technologies PLC COM USD1 | 0.39% | 0.60% | 0.39% |
 ORCLOracle Corp. COM | 1.05% | 0.39% | 0.39% |
Frequently Asked Questions
How much do IWY and JGRO overlap?
IWY and JGRO overlap by 56.2% of portfolio weight. They share 51 holdings (IWY holds 110 positions and JGRO holds 119), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWY and JGRO?
The two portfolios are 56.2% 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 IWY and JGRO?
The largest positions held by both funds are NVDA, AAPL, MSFT, AVGO and TSLA. Together the top 10 shared positions account for 79% of the total overlap.
What does IWY own that JGRO doesn't?
59 positions (17.0% of IWY) are unique to IWY, led by GOOGL, COST and HD. In the other direction, 68 positions (27.9% of JGRO) are unique to JGRO.