JGRO vs IUSG: Holdings Overlap
JGROJPMorgan Active Growth ETF
JPMorgan · 119 holdings · $9.6B · as of 2026-03-31
IUSGiShares Core S&P U.S. Growth ETF
iShares · 385 holdings · $33.6B · as of 2026-03-31
How similar are JGRO and IUSG?
JPMorgan Active Growth ETF (JGRO, by JPMorgan) holds 119 positions; iShares Core S&P U.S. Growth ETF (IUSG, by iShares) holds 385. They have 68 holdings in common, and by portfolio weight the two funds are 56.7% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 56.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 68JGRO holds 119 · IUSG holds 385
- Weight in Shared Holdings
- JGRO 77%·IUSG 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 JGRO
51 of 119 positions (19.8% of the fund) are not held by IUSG. Showing the top 30 by weight.
Sector Breakdown
| Sector | JGRO | IUSG |
|---|---|---|
| Information Technology | 37.8% | 46.0% |
| Communication Services | 12.5% | 16.0% |
| Health Care | 12.7% | 7.2% |
| Consumer Discretionary | 11.4% | 9.4% |
| Financials | 5.9% | 9.6% |
| Other Sectors | 16.5% | 11.5% |
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 |
|---|---|---|---|---|---|---|---|
| JGRO | +1.2% | +3.4% | +8.3% | +19.6% | — | — | 0.15% |
| IUSG | +4.3% | +15.9% | +25.6% | +26.2% | +13.9% | +17.5% | 0.48% |
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 JGRO vs IUSG →
Shared Holdings(68)
The top 10 shared positions account for 73% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 10.50% | 13.84% | 10.50% |
|---|---|---|---|
 AAPLApple Inc. COM | 8.42% | 6.08% | 6.08% |
 MSFTMicrosoft Corp. COM | 4.85% | 8.97% | 4.85% |
 GOOGAlphabet Inc. CAP STK CL C | 6.77% | 4.38% | 4.38% |
 AVGOBroadcom Inc COM | 3.83% | 4.79% | 3.83% |
 METAMeta Platforms, Inc., Class A | 3.45% | 4.09% | 3.45% |
 AMZNAmazon.com, Inc. COM | 3.22% | 3.52% | 3.22% |
 TSLATesla Inc COM | 3.47% | 2.12% | 2.12% |
 LLYEli Lilly & Co. COM | 1.83% | 2.38% | 1.83% |
 JNJJohnson & Johnson COM | 1.56% | 1.13% | 1.13% |
 NFLXNetflix, Inc. COM | 0.93% | 1.33% | 0.93% |
 MAMasterCard Incorporated CL A | 2.06% | 0.89% | 0.89% |
 RTXRTX Corp. COM | 1.04% | 0.85% | 0.85% |
 GEVGE Vernova Inc. COM | 1.11% | 0.77% | 0.77% |
 BRK-BBerkshire Hathaway, Inc., Class B | 0.58% | 2.87% | 0.58% |
 GSGoldman Sachs Group, Inc. (The) | 1.51% | 0.54% | 0.54% |
 GEGE Aerospace COM NEW | 0.68% | 0.51% | 0.51% |
 PMPhilip Morris International Inc. COM | 1.08% | 0.47% | 0.47% |
 ISRGIntuitive Surgical Inc. COM NEW | 0.45% | 0.53% | 0.45% |
 BKNGBooking Holdings Inc COM | 0.69% | 0.44% | 0.44% |
 ABBVAbbVie Inc. COM | 0.43% | 0.58% | 0.43% |
 AMDAdvanced Micro Devices Inc. COM | 0.43% | 1.08% | 0.43% |
 AMGNAmgen Inc. COM | 0.43% | 0.42% | 0.42% |
 APHAmphenol Corporation CL A | 0.42% | 0.51% | 0.42% |
 KOCoca-Cola Co (The) COM | 0.68% | 0.40% | 0.40% |
Frequently Asked Questions
How much do JGRO and IUSG overlap?
JGRO and IUSG overlap by 56.7% of portfolio weight. They share 68 holdings (JGRO holds 119 positions and IUSG holds 385), based on each fund's latest SEC-reported holdings.
Is it redundant to own both JGRO and IUSG?
The two portfolios are 56.7% 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 JGRO and IUSG?
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 JGRO own that IUSG doesn't?
51 positions (19.8% of JGRO) are unique to JGRO, led by WMT, INSM and TSM. In the other direction, 317 positions (26.3% of IUSG) are unique to IUSG.