JGRO vs IVW: Holdings Overlap
JGROJPMorgan Active Growth ETF
JPMorgan · 119 holdings · $9.6B · as of 2026-03-31
iShares · 143 holdings · $77.3B · as of 2026-03-31
How similar are JGRO and IVW?
JPMorgan Active Growth ETF (JGRO, by JPMorgan) holds 119 positions; iShares S&P 500 Growth ETF (IVW, by iShares) holds 143. 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
- 60JGRO holds 119 · IVW holds 143
- Weight in Shared Holdings
- JGRO 74%·IVW 77%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
59 of 119 positions (22.5% of the fund) are not held by IVW. Showing the top 30 by weight.
Sector Breakdown
| Sector | JGRO | IVW |
|---|---|---|
| Information Technology | 37.8% | 47.7% |
| Communication Services | 12.5% | 16.8% |
| Health Care | 12.7% | 6.8% |
| Consumer Discretionary | 11.4% | 9.4% |
| Financials | 5.9% | 9.8% |
| Other Sectors | 16.5% | 9.4% |
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 |
|---|---|---|---|---|---|---|---|
| JGRO | +1.2% | +3.4% | +8.3% | +19.6% | — | — | 0.15% |
| IVW | +4.4% | +15.5% | +25.3% | +26.7% | +14.0% | +17.7% | 0.35% |
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 IVW →
Shared Holdings(60)
The top 10 shared positions account for 73% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 10.50% | 14.62% | 10.50% |
|---|---|---|---|
 AAPLApple Inc. COM | 8.42% | 6.43% | 6.43% |
 MSFTMicrosoft Corp. COM | 4.85% | 9.48% | 4.85% |
 GOOGAlphabet Inc. CAP STK CL C | 6.77% | 4.63% | 4.63% |
 AVGOBroadcom Inc COM | 3.83% | 5.06% | 3.83% |
 METAMeta Platforms, Inc., Class A | 3.45% | 4.32% | 3.45% |
 AMZNAmazon.com, Inc. COM | 3.22% | 3.72% | 3.22% |
 TSLATesla Inc COM | 3.47% | 2.24% | 2.24% |
 LLYEli Lilly & Co. COM | 1.83% | 2.51% | 1.83% |
 JNJJohnson & Johnson COM | 1.56% | 1.20% | 1.20% |
 MAMasterCard Incorporated CL A | 2.06% | 0.94% | 0.94% |
 NFLXNetflix, Inc. COM | 0.93% | 1.40% | 0.93% |
 RTXRTX Corp. COM | 1.04% | 0.89% | 0.89% |
 GEVGE Vernova Inc. COM | 1.11% | 0.81% | 0.81% |
 BRK-BBerkshire Hathaway, Inc., Class B | 0.58% | 3.03% | 0.58% |
 GSGoldman Sachs Group, Inc. (The) | 1.51% | 0.57% | 0.57% |
 GEGE Aerospace COM NEW | 0.68% | 0.53% | 0.53% |
 PMPhilip Morris International Inc. COM | 1.08% | 0.50% | 0.50% |
 BKNGBooking Holdings Inc COM | 0.69% | 0.47% | 0.47% |
 ISRGIntuitive Surgical Inc. COM NEW | 0.45% | 0.56% | 0.45% |
 ABBVAbbVie Inc. COM | 0.43% | 0.61% | 0.43% |
 AMDAdvanced Micro Devices Inc. COM | 0.43% | 1.14% | 0.43% |
 AMGNAmgen Inc. COM | 0.43% | 0.44% | 0.43% |
 KOCoca-Cola Co (The) COM | 0.68% | 0.43% | 0.43% |
 APHAmphenol Corporation CL A | 0.42% | 0.54% | 0.42% |
Frequently Asked Questions
How much do JGRO and IVW overlap?
JGRO and IVW overlap by 57.5% of portfolio weight. They share 60 holdings (JGRO holds 119 positions and IVW holds 143), based on each fund's latest SEC-reported holdings.
Is it redundant to own both JGRO and IVW?
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 JGRO and IVW?
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 IVW doesn't?
59 positions (22.5% of JGRO) are unique to JGRO, led by WMT, INSM and TSM. In the other direction, 83 positions (22.6% of IVW) are unique to IVW.