IVW was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 60364.79m in AUM and 212 holdings. IVW tracks an index of large-cap US stocks. The index selects stocks with growth characteristics from the S&P 500 Index", based on three growth factors.
JGRO was created on 2022-08-08 by JPMorgan. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6339.83m in AUM and 107 holdings. JGRO is actively managed to invest in US large-cap companies perceived to have strong earnings growth potential.
Key Details
May 22, 2000
Aug 08, 2022
Equity
Equity
Large Cap
Large Cap
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BAB | -0.03% | $929.95M | 0.28% | |
IBMN | 0.04% | $445.33M | 0.18% | |
GNMA | 0.05% | $375.09M | 0.1% | |
ITM | 0.11% | $1.87B | 0.18% | |
SPMB | -0.13% | $6.20B | 0.04% | |
BOND | 0.30% | $5.62B | 0.7% | |
UITB | -0.34% | $2.34B | 0.39% | |
SUB | -0.47% | $9.98B | 0.07% | |
JMBS | 0.47% | $5.89B | 0.22% | |
BIV | -0.50% | $23.28B | 0.03% | |
ISTB | -0.57% | $4.41B | 0.06% | |
FMB | -0.64% | $1.89B | 0.65% | |
VMBS | 0.65% | $14.36B | 0.03% | |
BSMR | -0.66% | $258.73M | 0.18% | |
NYF | -0.68% | $885.33M | 0.25% | |
UBND | -0.68% | $1.02B | 0.4% | |
TIPX | 0.78% | $1.74B | 0.15% | |
IBD | 0.89% | $391.63M | 0.43% | |
WEAT | 1.02% | $124.92M | 0.28% | |
TLT | 1.08% | $48.05B | 0.15% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MOH | 0.25% | $11.87B | -22.90% | 0.00% |
PEP | 0.28% | $185.88B | -17.26% | 4.07% |
FTS | 0.28% | $23.68B | +19.49% | 3.68% |
ADC | -0.36% | $7.97B | +10.90% | 4.20% |
FE | 0.42% | $23.35B | +4.12% | 4.24% |
BTI | -0.47% | $112.32B | +59.44% | 5.94% |
IMDX | 0.52% | $81.22M | -15.48% | 0.00% |
HUSA | 0.52% | $20.46M | -9.15% | 0.00% |
BGS | -0.55% | $335.95M | -47.24% | 18.14% |
CNC | -0.73% | $15.25B | -53.58% | 0.00% |
VRCA | 1.09% | $75.38M | -90.26% | 0.00% |
AGL | -1.25% | $931.39M | -65.60% | 0.00% |
FIZZ | 1.51% | $4.12B | -12.65% | 0.00% |
IMNN | -1.52% | $10.57M | -63.89% | 0.00% |
ALHC | 1.53% | $2.65B | +49.22% | 0.00% |
PG | 1.56% | $360.50B | -6.57% | 2.66% |
UUU | -1.69% | $7.33M | +132.47% | 0.00% |
DFDV | 1.78% | $361.15M | +2,667.20% | 0.00% |
HAIN | 1.89% | $145.31M | -77.42% | 0.00% |
MSIF | 2.06% | $772.77M | +36.75% | 7.52% |
SeekingAlpha
Discover why JPMorgan's actively managed ETF, JGRO, is outperforming passive peers like SPY with its focus on U.S. large-cap stocks and growth potential.
SeekingAlpha
JPMorgan Active Growth ETF delivers a growth focus with mixed returns. Learn why JGROâs market outlook and large-cap exposure could make it a cautious buy.
SeekingAlpha
FBCG offers exposure to blue chip U.S. large cap growth equities, but with higher expenses and volatility. Read more to see why I rate FBCG ETF a Hold.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -84.50% | $94.90M | 0.59% | |
VIXY | -77.79% | $200.94M | 0.85% | |
BTAL | -71.87% | $310.24M | 1.43% | |
VIXM | -71.58% | $22.99M | 0.85% | |
IVOL | -42.75% | $341.06M | 1.02% | |
SPTS | -35.26% | $5.78B | 0.03% | |
XONE | -32.86% | $629.16M | 0.03% | |
FXY | -32.39% | $798.58M | 0.4% | |
FTSD | -31.36% | $233.24M | 0.25% | |
UTWO | -30.30% | $376.64M | 0.15% | |
SCHO | -29.07% | $10.92B | 0.03% | |
VGSH | -28.69% | $22.70B | 0.03% | |
IBTG | -25.35% | $1.93B | 0.07% | |
IBTI | -25.05% | $1.07B | 0.07% | |
IBTH | -23.78% | $1.62B | 0.07% | |
XHLF | -23.15% | $1.73B | 0.03% | |
IBTJ | -22.87% | $689.78M | 0.07% | |
BILS | -21.93% | $3.80B | 0.1356% | |
IEI | -20.91% | $15.68B | 0.15% | |
IBTK | -19.92% | $449.08M | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SPYG | 99.97% | $38.23B | 0.04% | |
VOOG | 99.90% | $18.22B | 0.07% | |
IUSG | 99.83% | $23.64B | 0.04% | |
ILCG | 99.67% | $2.79B | 0.04% | |
IWF | 99.64% | $112.36B | 0.19% | |
VONG | 99.61% | $29.67B | 0.07% | |
SCHG | 99.57% | $44.82B | 0.04% | |
VUG | 99.54% | $177.37B | 0.04% | |
IWY | 99.48% | $14.13B | 0.2% | |
QGRW | 99.47% | $1.54B | 0.28% | |
MGK | 99.40% | $27.62B | 0.07% | |
JGRO | 99.39% | $6.49B | 0.44% | |
QQQM | 99.12% | $53.98B | 0.15% | |
QQQ | 99.11% | $354.12B | 0.2% | |
TCHP | 99.11% | $1.42B | 0.57% | |
XLG | 99.01% | $9.56B | 0.2% | |
ONEQ | 98.99% | $8.16B | 0.21% | |
TMFC | 98.94% | $1.51B | 0.5% | |
SFY | 98.92% | $508.29M | 0.05% | |
WINN | 98.66% | $933.71M | 0.57% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -28.29% | $24.71B | +36.77% | 1.07% |
ED | -26.79% | $36.39B | +11.91% | 3.34% |
AWK | -24.64% | $27.95B | +5.15% | 2.18% |
JNJ | -15.07% | $377.32B | +5.08% | 3.20% |
WTRG | -14.28% | $10.61B | -4.25% | 3.45% |
DUK | -13.99% | $91.66B | +11.97% | 3.55% |
BCE | -13.41% | $22.02B | -26.94% | 10.19% |
MO | -13.27% | $97.92B | +21.81% | 7.02% |
KR | -12.78% | $47.78B | +38.66% | 1.78% |
CME | -12.44% | $99.84B | +44.13% | 1.75% |
AEP | -12.41% | $56.10B | +15.48% | 3.51% |
AMT | -12.04% | $103.82B | +6.20% | 3.01% |
EXC | -11.97% | $43.84B | +22.86% | 3.60% |
MKTX | -11.90% | $8.15B | -1.09% | 1.39% |
K | -11.67% | $27.64B | +41.46% | 2.87% |
SO | -11.46% | $101.86B | +15.78% | 3.13% |
MSEX | -9.99% | $998.16M | -4.33% | 2.43% |
TU | -9.97% | $24.99B | +5.67% | 7.03% |
GIS | -8.72% | $27.65B | -18.92% | 4.74% |
DG | -8.41% | $25.17B | -9.90% | 2.08% |
SeekingAlpha
Fed's Nightmare: CPI Inflation In Services Reheats (Not Tariffed), While Inflation In Durable Goods, Apparel And Footwear (Tariffed) Remains Cool
SeekingAlpha
June CPI, PPI, and Retail Sales hit this week, offering key macro information for investors and policymakers
SeekingAlpha
Stocks tiptoed toward fresh highs, then got cold feet. A glimmer of hope from Nvidiaâs China chip sales briefly lit the room, but cooler-than-hoped inflation doused the mood.
SeekingAlpha
The June CPI report came in as expected, bringing the annual headline increase to 2.7%, a tick-up from last monthâs 2.4% reading.
SeekingAlpha
The Consumer Price Index (CPI) rose 0.3 percent last month and 2.7 percent over the past year.
SeekingAlpha
According to the latest price inflation data from the Bureau of Labor Statistics, the consumer price index rose 2.7 percent year over year, and 0.3 percent month over month.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
NVDA | 83.35% | $4.00T | +27.74% | 0.02% |
ETN | 81.91% | $140.98B | +10.17% | 1.08% |
AMZN | 81.58% | $2.40T | +17.11% | 0.00% |
MKSI | 81.52% | $7.02B | -26.62% | 0.82% |
META | 80.53% | $1.81T | +45.30% | 0.29% |
BN | 79.73% | $105.26B | +38.58% | 0.53% |
MSFT | 79.11% | $3.74T | +10.81% | 0.64% |
BNT | 79.08% | $12.84B | +38.78% | 0.00% |
APH | 79.04% | $121.21B | +43.75% | 0.66% |
ITT | 78.67% | $12.44B | +15.16% | 0.85% |
LRCX | 78.57% | $127.43B | -6.82% | 2.93% |
AEIS | 78.12% | $5.33B | +23.02% | 0.28% |
PH | 78.07% | $90.99B | +30.72% | 0.94% |
COHR | 78.03% | $14.69B | +18.98% | 0.00% |
ARES | 77.90% | $39.40B | +23.54% | 2.29% |
KLAC | 77.79% | $121.91B | +7.43% | 0.72% |
KKR | 77.73% | $124.18B | +21.29% | 0.51% |
JHG | 77.69% | $6.54B | +16.03% | 3.79% |
MTSI | 77.47% | $10.16B | +20.22% | 0.00% |
ASX | 77.29% | $22.16B | -13.19% | 3.45% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ETN | 82.58% | $140.98B | +10.17% | 1.08% |
AMZN | 82.47% | $2.40T | +17.11% | 0.00% |
NVDA | 82.23% | $4.00T | +27.74% | 0.02% |
MKSI | 81.27% | $7.02B | -26.62% | 0.82% |
META | 81.16% | $1.81T | +45.30% | 0.29% |
BN | 80.38% | $105.26B | +38.58% | 0.53% |
APH | 80.29% | $121.21B | +43.75% | 0.66% |
BNT | 79.67% | $12.84B | +38.78% | 0.00% |
ITT | 79.21% | $12.44B | +15.16% | 0.85% |
KKR | 78.89% | $124.18B | +21.29% | 0.51% |
MSFT | 78.75% | $3.74T | +10.81% | 0.64% |
LRCX | 78.47% | $127.43B | -6.82% | 2.93% |
ARES | 78.46% | $39.40B | +23.54% | 2.29% |
COHR | 78.42% | $14.69B | +18.98% | 0.00% |
PH | 78.31% | $90.99B | +30.72% | 0.94% |
KLAC | 77.96% | $121.91B | +7.43% | 0.72% |
JHG | 77.92% | $6.54B | +16.03% | 3.79% |
MTSI | 77.63% | $10.16B | +20.22% | 0.00% |
APO | 77.52% | $84.88B | +21.25% | 1.28% |
NVT | 77.32% | $12.34B | -4.59% | 1.02% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BGS | -0.01% | $335.95M | -47.24% | 18.14% |
IMDX | 0.19% | $81.22M | -15.48% | 0.00% |
HUSA | 0.22% | $20.46M | -9.15% | 0.00% |
ADC | -0.43% | $7.97B | +10.90% | 4.20% |
FTS | -0.50% | $23.68B | +19.49% | 3.68% |
MOH | 0.51% | $11.87B | -22.90% | 0.00% |
BTI | -0.62% | $112.32B | +59.44% | 5.94% |
IMNN | -0.70% | $10.57M | -63.89% | 0.00% |
VRCA | 0.86% | $75.38M | -90.26% | 0.00% |
ALHC | 1.06% | $2.65B | +49.22% | 0.00% |
AGL | -1.15% | $931.39M | -65.60% | 0.00% |
FE | 1.25% | $23.35B | +4.12% | 4.24% |
PEP | 1.28% | $185.88B | -17.26% | 4.07% |
CNC | -1.29% | $15.25B | -53.58% | 0.00% |
UTZ | -1.52% | $1.20B | -8.06% | 1.73% |
MSIF | 1.58% | $772.77M | +36.75% | 7.52% |
FIZZ | 1.90% | $4.12B | -12.65% | 0.00% |
STG | 1.94% | $56.15M | +27.66% | 0.00% |
FDP | -1.95% | $1.62B | +52.79% | 3.28% |
UUU | -2.13% | $7.33M | +132.47% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -29.36% | $24.71B | +36.77% | 1.07% |
ED | -27.32% | $36.39B | +11.91% | 3.34% |
AWK | -24.91% | $27.95B | +5.15% | 2.18% |
JNJ | -15.99% | $377.32B | +5.08% | 3.20% |
DUK | -14.39% | $91.66B | +11.97% | 3.55% |
WTRG | -14.36% | $10.61B | -4.25% | 3.45% |
MO | -13.95% | $97.92B | +21.81% | 7.02% |
BCE | -13.45% | $22.02B | -26.94% | 10.19% |
AEP | -13.17% | $56.10B | +15.48% | 3.51% |
CME | -13.00% | $99.84B | +44.13% | 1.75% |
EXC | -12.58% | $43.84B | +22.86% | 3.60% |
AMT | -12.54% | $103.82B | +6.20% | 3.01% |
MKTX | -12.48% | $8.15B | -1.09% | 1.39% |
SO | -12.18% | $101.86B | +15.78% | 3.13% |
KR | -11.59% | $47.78B | +38.66% | 1.78% |
K | -10.99% | $27.64B | +41.46% | 2.87% |
TU | -10.64% | $24.99B | +5.67% | 7.03% |
GIS | -10.36% | $27.65B | -18.92% | 4.74% |
MSEX | -10.16% | $998.16M | -4.33% | 2.43% |
DG | -8.72% | $25.17B | -9.90% | 2.08% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VMBS | 0.03% | $14.36B | 0.03% | |
IBMN | 0.03% | $445.33M | 0.18% | |
JMBS | 0.06% | $5.89B | 0.22% | |
GNMA | 0.06% | $375.09M | 0.1% | |
USTB | 0.08% | $1.30B | 0.35% | |
TLT | -0.13% | $48.05B | 0.15% | |
GOVZ | -0.20% | $271.00M | 0.1% | |
BOND | -0.30% | $5.62B | 0.7% | |
ITM | -0.34% | $1.87B | 0.18% | |
WEAT | -0.35% | $124.92M | 0.28% | |
SPMB | -0.43% | $6.20B | 0.04% | |
BSMR | -0.60% | $258.73M | 0.18% | |
NYF | -0.63% | $885.33M | 0.25% | |
TIPX | 0.66% | $1.74B | 0.15% | |
IBD | 0.69% | $391.63M | 0.43% | |
ISTB | -0.84% | $4.41B | 0.06% | |
GSY | 0.85% | $2.73B | 0.22% | |
FLCB | 0.88% | $2.67B | 0.15% | |
FMB | -0.88% | $1.89B | 0.65% | |
BAB | -0.92% | $929.95M | 0.28% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ILCG | 99.47% | $2.79B | 0.04% | |
IVW | 99.39% | $61.05B | 0.18% | |
SPYG | 99.38% | $38.23B | 0.04% | |
IUSG | 99.35% | $23.64B | 0.04% | |
VOOG | 99.33% | $18.22B | 0.07% | |
IWF | 99.25% | $112.36B | 0.19% | |
VONG | 99.23% | $29.67B | 0.07% | |
QGRW | 99.20% | $1.54B | 0.28% | |
SCHG | 99.17% | $44.82B | 0.04% | |
VUG | 99.07% | $177.37B | 0.04% | |
IWY | 99.03% | $14.13B | 0.2% | |
TCHP | 98.84% | $1.42B | 0.57% | |
MGK | 98.79% | $27.62B | 0.07% | |
QQQM | 98.76% | $53.98B | 0.15% | |
WINN | 98.74% | $933.71M | 0.57% | |
QQQ | 98.74% | $354.12B | 0.2% | |
SFY | 98.57% | $508.29M | 0.05% | |
TMFC | 98.53% | $1.51B | 0.5% | |
ONEQ | 98.42% | $8.16B | 0.21% | |
IGM | 98.36% | $6.77B | 0.41% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -84.19% | $94.90M | 0.59% | |
VIXY | -77.86% | $200.94M | 0.85% | |
BTAL | -72.00% | $310.24M | 1.43% | |
VIXM | -71.42% | $22.99M | 0.85% | |
IVOL | -41.52% | $341.06M | 1.02% | |
SPTS | -35.89% | $5.78B | 0.03% | |
XONE | -33.47% | $629.16M | 0.03% | |
FXY | -32.87% | $798.58M | 0.4% | |
UTWO | -30.48% | $376.64M | 0.15% | |
FTSD | -30.47% | $233.24M | 0.25% | |
SCHO | -29.25% | $10.92B | 0.03% | |
VGSH | -28.98% | $22.70B | 0.03% | |
IBTG | -26.59% | $1.93B | 0.07% | |
IBTI | -25.55% | $1.07B | 0.07% | |
XHLF | -24.34% | $1.73B | 0.03% | |
IBTH | -24.16% | $1.62B | 0.07% | |
IBTJ | -23.10% | $689.78M | 0.07% | |
BILS | -21.68% | $3.80B | 0.1356% | |
IEI | -21.23% | $15.68B | 0.15% | |
IBTK | -20.10% | $449.08M | 0.07% |
IVW - iShares S&P 500 Growth ETF and JGRO - Traded Fund Trust JPMorgan Active Growth ETF have a 54 holding overlap. Which accounts for a 62.1% overlap.
Number of overlapping holdings
54
% of overlapping holdings
62.09%
Name | Weight in IVW | Weight in JGRO |
---|---|---|
14.11% | 11.10% | |
6.84% | 10.36% | |
5.57% | 5.55% | |
5.15% | 5.37% | |
4.57% | 4.29% | |
4.30% | 5.16% | |
3.06% | 2.73% | |
2.96% | 2.36% | |
2.19% | 1.26% | |
2.15% | 0.72% |
iShares S&P 500 Growth ETF - IVW is made up of 213 holdings. Traded Fund Trust JPMorgan Active Growth ETF - JGRO is made up of 106 holdings.
Name | Weight |
---|---|
![]() | 14.11% |
![]() | 6.84% |
5.57% | |
![]() | 5.15% |
![]() | 4.57% |
![]() | 4.30% |
![]() | 3.65% |
![]() | 3.06% |
![]() | 2.96% |
2.19% | |
2.15% | |
![]() | 1.88% |
1.61% | |
1.61% | |
1.52% | |
1.52% | |
![]() | 1.35% |
1.07% | |
0.97% | |
0.94% | |
0.89% | |
![]() | 0.74% |
0.71% | |
0.71% | |
0.68% | |
0.66% | |
0.66% | |
0.63% | |
0.58% | |
0.54% |
Name | Weight |
---|---|
![]() | 11.10% |
![]() | 10.36% |
5.55% | |
![]() | 5.37% |
![]() | 5.16% |
![]() | 4.29% |
![]() | 2.92% |
![]() | 2.73% |
2.59% | |
![]() | 2.36% |
- | 1.45% |
![]() | 1.39% |
![]() | 1.35% |
1.28% | |
1.26% | |
![]() | 1.24% |
1.20% | |
![]() | 1.18% |
1.10% | |
1.00% | |
0.99% | |
0.96% | |
0.94% | |
0.91% | |
0.91% | |
0.88% | |
0.86% | |
0.85% | |
0.79% | |
0.79% |