JGRO vs SAWG
JPMorgan Active Growth ETF vs AAM Sawgrass US Large Cap Quality Growth ETF
Which is better, JGRO or SAWG?
SAWG has been ahead.
JGRO has a lower expense ratio. SAWG led over 1Y and the full window. SAWG is less concentrated, with 30.3% of the fund in its ten largest positions against 51.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JGRO | SAWG |
|---|---|---|
| Expense Ratio | 0.44%Best | 0.49% |
| AUM | $9.0B | $3M |
| Dividend Yield | 0.16% | 0.25% |
| Holdings | 273 | 2,359 |
| YTD Return | -2.79% | +12.35%Best |
| 1Y Return | -4.85% | +11.16%Best |
| 3Y Return (annualized) | +16.91% | - |
| Volatility (annualized) | 15.8% | 11.6%Best |
| Max Drawdown | -22.7% | -18.7%Best |
| $10,000 over 2.3 years | $12,368 | $13,181Best |
| Top 10 Weight | 51.3% | 30.3%Best |
| Fund Family | J.P. Morgan Asset Management | Advisors Asset Management, Inc. |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Aug 8, 2022 | Jul 30, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jul 31, 2024 to Nov 11, 2026 (2.3 years).
JGRO vs SAWG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.3 years both funds cover.
JGRO vs SAWG Performance
JPMorgan Active Growth ETF (JGRO) is an ETF from J.P. Morgan Asset Management and AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) is an ETF from Advisors Asset Management, Inc.. Over the past year JGRO returned -4.85% while SAWG returned +11.16%. Year to date, JGRO is down 2.79% versus a gain of 12.35% for SAWG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JGRO has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 11.6% for SAWG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.7% for JGRO and -18.7% for SAWG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JGRO charges 0.44% per year while SAWG charges 0.49%. On a $10,000 position that is $44 vs $49 annually, a gap of $5 per year that compounds over a long holding period. On income, JGRO currently yields 0.16% against 0.25% for SAWG.
Holdings Overlap
90.8% of JGRO's money is in holdings SAWG also owns. 48.1% of SAWG's money is in holdings JGRO also owns.
Most of JGRO is already inside SAWG. Owning both mostly buys the same companies twice.
108 positions in common, counted across the 136 positions we hold weights for in JGRO and 1,140 in SAWG, against full books of 273 and 2,359.
What only one of them owns
Our book lists 350 positions for SAWG that do not appear in our book for JGRO (26.0% of the fund), and 23 for JGRO that do not appear in SAWG (8.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in JGRO | Weight in SAWG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 12.58% | 6.18% | 6.40% |
| GOOGAlphabet Inc. C | 10.79% | 1.92% | 8.87% |
| AAPLApple Inc | 6.12% | 5.90% | 0.22% |
| MSFTMicrosoft Corp | 4.82% | 4.51% | 0.31% |
| AVGOBroadcom Inc | 3.96% | 1.90% | 2.06% |
| METAMeta Platforms Inc | 3.04% | 1.98% | 1.06% |
| AMDAdvanced Micro Devices Inc | 3.27% | 1.16% | 2.11% |
| AMZNAmazon.Com Inc | 1.35% | 2.95% | 1.60% |
| MUMicron Technology, Inc. | 2.43% | 1.27% | 1.16% |
| LLYEli Lilly & Co | 2.51% | 1.10% | 1.41% |
90.8% of JGRO is already inside SAWG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JGRO or SAWG?
JGRO has an expense ratio of 0.44% while SAWG charges 0.49%. JGRO is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, JGRO or SAWG?
Over the past year JGRO returned -4.85% vs +11.16% for SAWG, so SAWG leads on 1-year performance. Over the longest common window we track (2 years), JGRO annualized +9.68% vs +12.76% for SAWG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JGRO or SAWG?
JGRO has been the more volatile fund at 15.8% annualized versus 11.6% for SAWG. Worst drawdown: JGRO -22.7% vs SAWG -18.7%.
Should I hold both JGRO and SAWG?
JGRO and SAWG have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JGRO and SAWG?
90.8% of JGRO's money is in holdings SAWG also owns. 48.1% of SAWG's is in holdings JGRO also owns. They hold 108 positions in common, counted across the 136 positions we hold weights for in JGRO and 1,140 in SAWG.
Which pays a higher dividend, JGRO or SAWG?
JGRO yields 0.16% while SAWG yields 0.25%, so SAWG currently pays the higher dividend yield.
Is SAWG better than JGRO?
JGRO has a lower expense ratio. SAWG led over 1Y and the full window. SAWG is less concentrated, with 30.3% of the fund in its ten largest positions against 51.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.