JGRO was created on 2022-08-08 by JPMorgan. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5706.8m in AUM and 117 holdings. JGRO is actively managed to invest in US large-cap companies perceived to have strong earnings growth potential.
STOT was created on 2016-04-13 by SPDR. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 234.25m in AUM and 434 holdings. STOT is actively managed and has broad capabilities to invest in short duration investment grade and high-yield fixed income securities.
Key Details
Aug 08, 2022
Apr 13, 2016
Equity
Fixed Income
Large Cap
Broad Credit
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.
SeekingAlpha
Many investors are reluctant to move out of cash, but a change to achieve greater yield needn't involve inordinate risk. Short-duration fixed income could be an attractive option currently.
SeekingAlpha
Within fixed-income portfolios, the author is positioned a little bit more neutrally across sectors of the market. Click to read.
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.
SeekingAlpha
JGRO's performance was promising in its first 20 months, but it has lagged passive large-cap growth ETFs for six months. Read why JGRO ETF is a Hold.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SCHR | 52.37% | $10.64B | 0.03% | |
IBTI | 52.36% | $1.02B | 0.07% | |
IEI | 52.20% | $15.22B | 0.15% | |
VGIT | 51.75% | $31.30B | 0.04% | |
IBTM | 51.74% | $318.33M | 0.07% | |
SPTI | 51.59% | $8.60B | 0.03% | |
IBTK | 51.53% | $429.15M | 0.07% | |
IBTJ | 51.45% | $669.37M | 0.07% | |
IBTL | 51.38% | $373.15M | 0.07% | |
GVI | 51.38% | $3.36B | 0.2% | |
IBTH | 50.79% | $1.57B | 0.07% | |
JBND | 50.65% | $2.15B | 0.25% | |
VGSH | 50.25% | $22.42B | 0.03% | |
ISTB | 50.11% | $4.41B | 0.06% | |
IEF | 50.06% | $33.99B | 0.15% | |
IBTO | 50.04% | $340.82M | 0.07% | |
BSV | 50.01% | $38.06B | 0.03% | |
TYA | 49.91% | $145.08M | 0.15% | |
FTSD | 49.86% | $228.22M | 0.25% | |
SUSB | 49.50% | $976.53M | 0.12% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BB | 0.01% | $2.48B | +50.18% | 0.00% |
RRGB | 0.01% | $103.22M | -28.85% | 0.00% |
CRNT | -0.01% | $213.21M | -5.14% | 0.00% |
NEU | 0.02% | $6.29B | +24.59% | 1.54% |
SPNT | -0.02% | $2.23B | +52.03% | 0.00% |
FDS | -0.03% | $16.07B | +4.23% | 1.00% |
XPEV | 0.03% | $15.86B | +173.13% | 0.00% |
MAS | -0.03% | $13.47B | -7.42% | 1.88% |
LANC | 0.03% | $4.64B | -9.75% | 2.22% |
TGTX | 0.04% | $6.08B | +127.96% | 0.00% |
CCEC | 0.04% | $1.02B | +3.91% | 2.79% |
STNE | -0.05% | $3.90B | +12.81% | 0.00% |
LOCO | 0.05% | $327.57M | +2.54% | 0.00% |
LVS | -0.05% | $29.57B | -5.42% | 2.17% |
KFRC | -0.05% | $765.32M | -33.26% | 3.73% |
API | 0.05% | $296.37M | +63.11% | 0.00% |
MTA | -0.05% | $334.94M | +19.47% | 0.00% |
BSY | 0.06% | $14.64B | -6.05% | 0.53% |
ALHC | -0.06% | $3.05B | +90.62% | 0.00% |
TDC | 0.07% | $2.12B | -34.17% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
JIRE | 0.07% | $7.37B | 0.24% | |
EWS | 0.07% | $740.25M | 0.5% | |
EZU | 0.07% | $7.99B | 0.51% | |
FMF | 0.09% | $157.41M | 0.95% | |
FEP | 0.11% | $278.87M | 0.8% | |
EFV | -0.11% | $25.76B | 0.33% | |
VIGI | 0.12% | $8.36B | 0.1% | |
PFFR | -0.13% | $92.62M | 0.45% | |
HDV | -0.16% | $11.00B | 0.08% | |
SCZ | -0.20% | $10.32B | 0.4% | |
XSHD | -0.23% | $73.41M | 0.3% | |
BSJS | 0.23% | $406.19M | 0.42% | |
SPLV | -0.26% | $7.82B | 0.25% | |
EWM | 0.27% | $237.46M | 0.5% | |
ASHR | -0.29% | $1.96B | 0.65% | |
BOXX | -0.30% | $6.62B | 0.19% | |
FXG | -0.31% | $297.71M | 0.63% | |
EPOL | 0.37% | $485.27M | 0.6% | |
FXU | 0.41% | $1.65B | 0.64% | |
DIVI | -0.45% | $1.55B | 0.09% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
FLCB | 0.08% | $2.55B | 0.15% | |
IBD | 0.10% | $381.89M | 0.43% | |
TLT | -0.10% | $48.62B | 0.15% | |
MBB | 0.11% | $38.09B | 0.04% | |
AGGH | 0.21% | $314.94M | 0.29% | |
GOVZ | -0.22% | $262.37M | 0.1% | |
IBMN | -0.27% | $447.69M | 0.18% | |
VCRB | 0.28% | $2.96B | 0.1% | |
SHAG | 0.28% | $38.01M | 0.12% | |
ITM | -0.39% | $1.86B | 0.18% | |
GSY | 0.41% | $2.76B | 0.22% | |
CGSD | -0.54% | $1.27B | 0.25% | |
BSMR | -0.56% | $255.14M | 0.18% | |
ICSH | 0.59% | $6.16B | 0.08% | |
BKAG | 0.65% | $1.88B | 0% | |
TIPX | 0.79% | $1.65B | 0.15% | |
JMBS | -0.84% | $5.45B | 0.22% | |
USTB | -0.85% | $1.25B | 0.35% | |
FMB | -0.88% | $1.89B | 0.65% | |
JSI | 0.94% | $833.00M | 0.49% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -83.83% | $107.71M | 0.59% | |
VIXY | -77.52% | $178.15M | 0.85% | |
BTAL | -70.76% | $297.88M | 1.43% | |
IVOL | -42.42% | $357.32M | 1.02% | |
SPTS | -36.82% | $5.78B | 0.03% | |
FXY | -34.53% | $855.96M | 0.4% | |
XONE | -33.50% | $639.23M | 0.03% | |
UTWO | -31.79% | $374.45M | 0.15% | |
FTSD | -31.28% | $228.22M | 0.25% | |
SCHO | -30.10% | $10.89B | 0.03% | |
VGSH | -29.20% | $22.42B | 0.03% | |
IBTG | -26.15% | $1.94B | 0.07% | |
IBTI | -25.89% | $1.02B | 0.07% | |
IBTH | -23.69% | $1.57B | 0.07% | |
IBTJ | -23.54% | $669.37M | 0.07% | |
XHLF | -23.49% | $1.64B | 0.03% | |
IEI | -21.85% | $15.22B | 0.15% | |
IBTK | -20.46% | $429.15M | 0.07% | |
BILS | -19.90% | $3.94B | 0.1356% | |
VGIT | -19.16% | $31.30B | 0.04% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
FLJH | -25.38% | $86.86M | 0.09% | |
DXJ | -23.58% | $3.44B | 0.48% | |
DBJP | -23.52% | $387.86M | 0.45% | |
HEWJ | -23.35% | $369.50M | 0.5% | |
AMDY | -21.24% | $149.93M | 1.23% | |
FLOT | -21.10% | $8.90B | 0.15% | |
FXN | -21.00% | $283.49M | 0.62% | |
UGA | -20.93% | $72.33M | 0.97% | |
DBO | -20.84% | $208.36M | 0.77% | |
RPG | -20.64% | $1.59B | 0.35% | |
SPMO | -20.54% | $8.49B | 0.13% | |
JETS | -20.46% | $838.44M | 0.6% | |
OILK | -20.31% | $67.43M | 0.69% | |
PSI | -19.94% | $680.79M | 0.56% | |
UUP | -19.75% | $200.21M | 0.77% | |
TJUL | -19.71% | $152.96M | 0.79% | |
QQA | -19.70% | $257.55M | 0.29% | |
BNO | -19.64% | $87.48M | 1% | |
DBE | -19.61% | $48.63M | 0.77% | |
USO | -19.60% | $912.19M | 0.6% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AAP | 23.13% | $3.09B | -20.65% | 1.96% |
RKT | 21.50% | $2.07B | -2.84% | 0.00% |
HLN | 21.38% | $49.08B | +31.13% | 1.61% |
CODI | 20.52% | $480.76M | -72.10% | 16.04% |
AWK | 20.35% | $27.42B | +9.74% | 2.22% |
SAFE | 19.52% | $1.13B | -16.46% | 4.52% |
EVRG | 19.51% | $15.53B | +27.09% | 3.93% |
TAK | 19.39% | $47.74B | +13.72% | 2.12% |
HR | 18.72% | $5.18B | -10.94% | 8.42% |
SBAC | 18.57% | $24.15B | +14.50% | 1.85% |
ELS | 18.51% | $11.97B | +2.19% | 3.10% |
ED | 18.32% | $36.95B | +12.52% | 3.26% |
AEP | 18.19% | $54.46B | +15.89% | 3.59% |
SO | 18.18% | $98.42B | +14.16% | 3.23% |
GSK | 18.01% | $84.39B | +1.24% | 3.79% |
CCI | 17.79% | $43.30B | -0.24% | 6.28% |
FTS | 17.75% | $23.79B | +20.36% | 3.66% |
AMT | 17.72% | $100.35B | +10.60% | 3.04% |
COR | 17.46% | $55.56B | +24.55% | 0.74% |
TEF | 16.81% | $29.51B | +15.71% | 5.96% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -29.42% | $23.34B | +31.58% | 1.12% |
ED | -28.41% | $36.95B | +12.52% | 3.26% |
AWK | -24.91% | $27.42B | +9.74% | 2.22% |
JNJ | -16.76% | $373.57B | +6.77% | 3.23% |
WTRG | -15.85% | $10.68B | +3.08% | 3.40% |
DUK | -15.75% | $90.43B | +14.83% | 3.58% |
AEP | -15.15% | $54.46B | +15.89% | 3.59% |
BCE | -15.13% | $20.69B | -34.53% | 12.44% |
EXC | -14.75% | $43.29B | +23.40% | 3.60% |
MO | -14.58% | $100.92B | +30.61% | 6.82% |
AMT | -14.51% | $100.35B | +10.60% | 3.04% |
SO | -13.93% | $98.42B | +14.16% | 3.23% |
CME | -13.79% | $97.17B | +37.77% | 3.95% |
MKTX | -13.54% | $8.44B | +11.89% | 1.32% |
TU | -11.91% | $24.52B | -0.06% | 7.11% |
K | -11.48% | $28.31B | +38.89% | 2.82% |
GIS | -11.48% | $29.70B | -16.94% | 4.42% |
MSEX | -10.70% | $1.02B | +9.89% | 2.34% |
AWR | -10.47% | $3.01B | +11.21% | 2.38% |
KR | -10.39% | $43.03B | +28.80% | 1.97% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PEP | -0.03% | $178.10B | -20.71% | 4.18% |
ALHC | -0.32% | $3.05B | +90.62% | 0.00% |
FE | -0.48% | $23.21B | +4.04% | 4.23% |
SPTN | -0.56% | $612.34M | -7.70% | 4.86% |
AVA | 0.60% | $3.06B | +9.27% | 5.13% |
XEL | 0.66% | $39.36B | +24.61% | 3.23% |
VRCA | 0.85% | $57.62M | -92.74% | 0.00% |
HAIN | 0.85% | $154.33M | -76.48% | 0.00% |
ADC | -0.97% | $8.20B | +23.78% | 4.08% |
FTS | -1.05% | $23.79B | +20.36% | 3.66% |
MOH | 1.25% | $15.97B | -3.35% | 0.00% |
IMNN | -1.26% | $29.12M | +36.07% | 0.00% |
DADA | 1.29% | $513.15M | +32.00% | 0.00% |
TSN | 1.31% | $19.34B | +1.17% | 3.60% |
NOC | -1.39% | $70.30B | +14.35% | 1.72% |
FIZZ | 1.41% | $4.29B | +3.67% | 0.00% |
STG | 1.51% | $32.24M | -0.16% | 0.00% |
DFDV | 1.56% | $380.05M | +2,345.35% | 0.00% |
CNC | 1.69% | $27.50B | -18.37% | 0.00% |
MSIF | 1.85% | $831.23M | +47.01% | 6.11% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BRY | -28.23% | $221.15M | -55.54% | 8.90% |
VSTS | -27.98% | $813.10M | -49.59% | 2.27% |
ENS | -26.25% | $3.52B | -18.00% | 1.06% |
LSPD | -25.97% | $1.66B | -20.81% | 0.00% |
DAL | -25.58% | $32.11B | -2.86% | 1.24% |
MRC | -25.09% | $1.14B | +3.93% | 0.00% |
LPG | -24.24% | $985.59M | -40.40% | 0.00% |
ALK | -23.77% | $5.97B | +18.41% | 0.00% |
TDG | -23.73% | $80.30B | +14.16% | 0.00% |
PR | -23.65% | $10.04B | -8.09% | 3.55% |
SM | -23.57% | $3.07B | -45.19% | 2.91% |
LPLA | -23.17% | $30.16B | +35.16% | 0.32% |
KOS | -23.12% | $1.02B | -62.50% | 0.00% |
CVE | -23.02% | $25.97B | -25.30% | 3.59% |
TPL | -22.99% | $25.29B | +43.48% | 0.54% |
DASH | -22.85% | $92.29B | +89.31% | 0.00% |
MAGN | -22.81% | $502.67M | -34.57% | 0.00% |
FORM | -22.78% | $2.71B | -38.76% | 0.00% |
AMP | -22.65% | $49.10B | +20.39% | 1.18% |
ARES | -22.59% | $36.87B | +22.76% | 2.31% |
JGRO - Traded Fund Trust JPMorgan Active Growth ETF and STOT - SPDR DoubleLine Short Duration Total Return Tactical ETF have a 0 holding overlap. Which accounts for a 0.0% overlap.
Number of overlapping holdings
0
% of overlapping holdings
0%
Name | Weight in JGRO | Weight in STOT |
---|---|---|
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AMZN | 81.81% | $2.26T | +14.08% | 0.00% |
NVDA | 81.76% | $3.49T | +14.08% | 0.03% |
ETN | 81.45% | $127.45B | -0.45% | 1.20% |
MKSI | 81.34% | $6.28B | -31.19% | 0.94% |
APH | 80.15% | $112.58B | +35.49% | 0.64% |
META | 79.58% | $1.75T | +36.42% | 0.29% |
LRCX | 78.97% | $116.34B | -12.35% | 5.21% |
BN | 78.63% | $97.47B | +41.16% | 0.56% |
MSFT | 78.47% | $3.51T | +7.16% | 0.68% |
COHR | 78.46% | $12.67B | +15.73% | 0.00% |
KKR | 78.43% | $112.22B | +13.01% | 0.57% |
KLAC | 78.42% | $115.31B | +5.34% | 0.77% |
BNT | 78.39% | $11.90B | +41.42% | 0.00% |
SNPS | 78.22% | $77.69B | -15.26% | 0.00% |
ANSS | 78.11% | $30.47B | +6.17% | 0.00% |
ARES | 77.55% | $36.87B | +22.76% | 2.31% |
JHG | 77.29% | $5.81B | +11.60% | 4.28% |
ENTG | 77.28% | $11.88B | -43.03% | 0.51% |
MTSI | 76.91% | $9.77B | +24.74% | 0.00% |
AMAT | 76.86% | $138.66B | -27.29% | 0.95% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ILCG | 99.47% | $2.62B | 0.04% | |
IVW | 99.39% | $57.38B | 0.18% | |
SPYG | 99.38% | $36.02B | 0.04% | |
IUSG | 99.35% | $22.51B | 0.04% | |
VOOG | 99.34% | $17.11B | 0.07% | |
IWF | 99.23% | $107.86B | 0.19% | |
VONG | 99.22% | $28.24B | 0.07% | |
QGRW | 99.20% | $1.49B | 0.28% | |
SCHG | 99.16% | $42.51B | 0.04% | |
VUG | 99.06% | $169.44B | 0.04% | |
IWY | 98.99% | $13.48B | 0.2% | |
TCHP | 98.79% | $1.34B | 0.57% | |
MGK | 98.77% | $26.40B | 0.07% | |
QQQM | 98.76% | $50.16B | 0.15% | |
QQQ | 98.74% | $340.63B | 0.2% | |
WINN | 98.68% | $869.22M | 0.57% | |
SFY | 98.51% | $491.67M | 0.05% | |
TMFC | 98.47% | $1.41B | 0.5% | |
ONEQ | 98.45% | $7.82B | 0.21% | |
IGM | 98.38% | $6.22B | 0.41% |
Traded Fund Trust JPMorgan Active Growth ETF - JGRO is made up of 109 holdings. SPDR DoubleLine Short Duration Total Return Tactical ETF - STOT is made up of 326 holdings.
Name | Weight |
---|---|
![]() | 8.43% |
![]() | 8.18% |
![]() | 6.25% |
5.87% | |
![]() | 4.97% |
![]() | 3.96% |
![]() | 3.78% |
3.31% | |
![]() | 2.94% |
![]() | 2.70% |
1.60% | |
1.45% | |
![]() | 1.44% |
![]() | 1.29% |
1.26% | |
1.24% | |
- | 1.18% |
1.17% | |
1.17% | |
![]() | 1.13% |
1.13% | |
0.99% | |
0.97% | |
0.94% | |
0.93% | |
0.91% | |
0.89% | |
![]() | 0.88% |
0.86% | |
0.85% |
Name | Weight |
---|---|
7 7007870NT United States Treasury Notes 0.625% | 7.51% |
7 7007478NT United States Treasury Notes 0.75% | 6.04% |
7 7007743NT United States Treasury Notes 0.75% | 5.94% |
7 7007941NT United States Treasury Notes 0.875% | 4.06% |
7 7007233NT United States Treasury Notes 0.5% | 3.55% |
7 7381443NT United States Treasury Bills 0% | 2.95% |
- | 2.15% |
7 7007368NT United States Treasury Notes 0.875% | 1.07% |
- | 0.96% |
- | 0.88% |
- | 0.85% |
- | 0.81% |
- | 0.77% |
- | 0.67% |
- | 0.66% |
- | 0.64% |
- | 0.62% |
- | 0.57% |
- | 0.54% |
- | 0.52% |
- | 0.51% |
- | 0.51% |
- | 0.50% |
- | 0.48% |
- | 0.43% |
- | 0.43% |
- | 0.42% |
- | 0.42% |
- | 0.42% |
- | 0.39% |