IWY vs JGRO: Differences, Returns & Fees
IWY and JGRO hold 59% of their weight in the same names, and IWY returned +4.7% over the year. Net assets on Oct 20, 2026: $15.8bn for iShares Russell Top 200 Growth ETF and $9.8bn for JPMorgan Active Growth ETF.
IWY costs 0.24 points a year less; their one-year returns differ by 4.6 points; IWY is 1.6 times larger.
| IWY | JGRO | |
|---|---|---|
| Expense ratio | 0.20% | 0.44% |
| Net assets | $15.8bn | $9.8bn |
| Total return, 1 year | +4.7% | +0.1% |
| What it tracks | Russell Top 200 Growth Index | No index, actively managed |
| Holdings in common | 59% | |
| Top ten holdings, share of the fund | 60.9% | 51.1% |
| Below its high | 5.2%, high on Oct 6, 2026 | 5.6%, high on Jun 2, 2026 |
Holdings in common uses holdings dated Oct 19, 2026 and Oct 20, 2026.
IWY and JGRO are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IWY follows Russell Top 200 Growth Index and JGRO follows No index, actively managed.
- One-year total return. Over 1 year to Oct 20, 2026 IWY returned +4.7% and JGRO +0.1% with distributions reinvested, a gap of 4.6 points.
- Cost. IWY charges 0.20% of assets a year and JGRO 0.44%, a gap of 0.24 points.
Data as of Oct 20, 2026. The differences are picked by a fixed rule, in a fixed order; the PDF prints it. Page 2 has the returns, overlap, risks and sources.
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What they hold in common
By the books each fund has filed, IWY and JGRO hold 59% of their money in the same securities at the same weight. Holdings dated Oct 19, 2026 and Oct 20, 2026.
half
59% in common
On the same fields
IWY and JGRO on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
About IWY
IWY tracks an index. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 19, 2026, 99% of the fund by weight is stocks the S&P 500 also holds, across 102 positions, with the top ten at 60.9%. It sat 5.2% below its high of Oct 6, 2026 on Oct 20, 2026.
Over the year to Oct 20, 2026 it returned +4.7% with distributions reinvested, against +15.0% for its benchmark, the Russell 3000 Index.
About JGRO
JGRO is actively managed and tracks no index. The prospectus expense ratio is 0.44% a year. By its holdings published by its issuer for Oct 20, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 135 positions, with the top ten at 51.1%. It sat 5.6% below its high of Jun 2, 2026 on Oct 20, 2026.
Over the year to Oct 20, 2026 it returned +0.1% with distributions reinvested, against +4.0% for its benchmark, the Russell 1000 Growth Index.
Questions people ask
- Which returned more over the last year, IWY or JGRO?
- In the year to Oct 20, 2026, with distributions reinvested, IWY returned +4.7% and JGRO +0.1%.
- Which is cheaper, IWY or JGRO?
- IWY is cheaper, by 0.24 percentage points a year. That is about $24 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, IWY against JGRO, data as of Oct 20, 2026. https://etfiq.com/compare/any/iwy-vs-jgro
ETFIQ. (Oct 20, 2026). IWY against JGRO. Retrieved from https://etfiq.com/compare/any/iwy-vs-jgro
[IWY against JGRO (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/iwy-vs-jgro)
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