JGRO vs SCHG: Holdings Overlap
JGROJPMorgan Active Growth ETF
JPMorgan · 119 holdings · $9.6B · as of 2026-03-31
SCHGSchwab U.S. Large-Cap Growth ETF
Schwab · 193 holdings · $62.4B · as of 2026-05-31
Holdings snapshots are 61 days apart (JGRO: 2026-03-31, SCHG: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are JGRO and SCHG?
JPMorgan Active Growth ETF (JGRO, by JPMorgan) holds 119 positions; Schwab U.S. Large-Cap Growth ETF (SCHG, by Schwab) holds 193. They have 54 holdings in common, and by portfolio weight the two funds are 55.0% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 55.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 54JGRO holds 119 · SCHG holds 193
- Weight in Shared Holdings
- JGRO 66%·SCHG 73%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
65 of 119 positions (30.6% of the fund) are not held by SCHG. Showing the top 30 by weight.
Sector Breakdown
| Sector | JGRO | SCHG |
|---|---|---|
| Information Technology | 37.8% | 45.9% |
| Communication Services | 12.5% | 15.3% |
| Health Care | 12.7% | 8.4% |
| Consumer Discretionary | 11.4% | 12.3% |
| Industrials | 9.1% | 6.6% |
| Other Sectors | 13.4% | 11.4% |
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% |
| SCHG | +4.3% | +9.9% | +19.1% | +24.1% | +14.0% | +18.6% | 0.37% |
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 SCHG →
Shared Holdings(54)
The top 10 shared positions account for 81% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. | 10.50% | 11.01% | 10.50% |
|---|---|---|---|
 AAPLApple, Inc. | 8.42% | 9.83% | 8.42% |
 MSFTMicrosoft Corp. | 4.85% | 7.17% | 4.85% |
 AVGOBroadcom, Inc. | 3.83% | 4.55% | 3.83% |
 GOOGAlphabet, Inc., Class C | 6.77% | 3.78% | 3.78% |
 TSLATesla, Inc. | 3.47% | 3.91% | 3.47% |
 METAMeta Platforms, Inc., Class A | 3.45% | 3.45% | 3.45% |
 AMZNAmazon.com, Inc. | 3.22% | 5.67% | 3.22% |
 LLYEli Lilly & Co. | 1.83% | 3.05% | 1.83% |
 MAMastercard, Inc., Class A | 2.06% | 1.40% | 1.40% |
 NFLXNetflix, Inc. | 0.93% | 1.27% | 0.93% |
 GEVGE Vernova, Inc. | 1.11% | 0.91% | 0.91% |
 GEGeneral Electric Co | 0.68% | 1.18% | 0.68% |
 BKNGBooking Holdings, Inc. | 0.69% | 0.47% | 0.47% |
 ISRGIntuitive Surgical, Inc. | 0.45% | 0.53% | 0.45% |
 AMDAdvanced Micro Devices, Inc. | 0.43% | 2.93% | 0.43% |
 PANWPalo Alto Networks, Inc. | 0.40% | 0.79% | 0.40% |
 PWRQuanta Services, Inc. | 1.03% | 0.37% | 0.37% |
 TTTrane Technologies plc | 0.60% | 0.35% | 0.35% |
 INTUIntuit, Inc. | 0.52% | 0.32% | 0.32% |
 TMOThermo Fisher Scientific, Inc. | 0.32% | 0.65% | 0.32% |
 MCKMcKesson Corp. | 0.47% | 0.32% | 0.32% |
 SNOWSnowflake, Inc., Class A | 0.38% | 0.31% | 0.31% |
 APPAppLovin Corp., Class A | 0.28% | 0.58% | 0.28% |
 HLTHilton Worldwide Holdings, Inc. | 0.38% | 0.26% | 0.26% |
Frequently Asked Questions
How much do JGRO and SCHG overlap?
JGRO and SCHG overlap by 55.0% of portfolio weight. They share 54 holdings (JGRO holds 119 positions and SCHG holds 193), based on each fund's latest SEC-reported holdings.
Is it redundant to own both JGRO and SCHG?
The two portfolios are 55.0% 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 SCHG?
The largest positions held by both funds are NVDA, AAPL, MSFT, AVGO and GOOG. Together the top 10 shared positions account for 81% of the total overlap.
What does JGRO own that SCHG doesn't?
65 positions (30.6% of JGRO) are unique to JGRO, led by JNJ, GS and WMT. In the other direction, 139 positions (26.5% of SCHG) are unique to SCHG.