JGRO vs SPY

JGRO vs SPY

Which is better, JGRO or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 49.2%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: SPY

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

MetricJGROSPY
Expense Ratio0.44%0.09%Best
AUM$9.8B$804.7B
Dividend Yield0.15%0.98%
Holdings132505
YTD Return+2.46%+12.09%Best
1Y Return+2.18%+16.29%Best
3Y Return (annualized)+19.62%+21.20%Best
5Y Return (annualized)-+13.37%
Volatility (annualized)17.0%14.2%Best
Max Drawdown-22.7%-18.8%Best
$10,000 over 4.1 years$19,290$19,507Best
Top 10 Weight49.2%37.8%Best
Fund FamilyJ.P. Morgan Asset ManagementState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionAug 8, 2022Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 9, 2022 to Sep 18, 2026 (4.1 years).

JGRO vs SPY 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 4.1 years both funds cover.

JGRO vs SPY Performance

JPMorgan Active Growth ETF (JGRO) is an ETF from J.P. Morgan Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year JGRO returned +2.18% while SPY returned +16.29%. Year to date, JGRO is up 2.46% versus a gain of 12.09% for SPY.

Over three years, JGRO compounded at +19.62% per year against +21.20% for SPY. Across the full 4-year window we track, SPY has the edge at +17.70% annualized vs +17.38%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JGRO has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 14.2% for SPY. 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 -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JGRO charges 0.44% per year while SPY charges 0.09%. On a $10,000 position that is $44 vs $9 annually, a gap of $35 per year that compounds over a long holding period. On income, JGRO currently yields 0.15% against 0.98% for SPY.

Holdings Overlap

JGRO already in SPY85.2%
SPY already in JGRO61.1%

85.2% of JGRO's money is in holdings SPY also owns. 61.1% of SPY's money is in holdings JGRO also owns.

Most of JGRO is already inside SPY. Owning both mostly buys the same companies twice.

91 positions in common, counted across the 132 positions we hold weights for in JGRO and 504 in SPY, against full books of 132 and 505.

What only one of them owns

Our book lists 406 positions for SPY that do not appear in our book for JGRO (38.2% of the fund), and 34 for JGRO that do not appear in SPY (12.8%).

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

StockWeight in JGROWeight in SPYDifference
NVDANvidia Corp12.49%8.01%4.48%
GOOGAlphabet Inc10.60%2.39%8.21%
AAPLApple, Inc5.32%7.26%1.94%
MSFTMicrosoft Corp3.35%5.66%2.31%
AVGOBroadcom Inc4.72%2.66%2.06%
AMZNAmazon.Com Inc1.39%3.79%2.40%
MUMicron Technology, Inc.2.51%1.60%0.91%
METAMeta Platforms Inc2.08%1.93%0.15%
AMDAdvanced Micro Devices Inc2.58%1.14%1.44%
LLYEli Lilly & Co.2.30%1.40%0.90%

85.2% of JGRO is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JGROSPY

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Frequently Asked Questions

Which is cheaper, JGRO or SPY?

JGRO has an expense ratio of 0.44% while SPY charges 0.09%. SPY is the cheaper option, by $35 a year on a $10,000 investment.

Which performed better, JGRO or SPY?

Over the past year JGRO returned +2.18% vs +16.29% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), JGRO annualized +17.38% vs +17.70% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JGRO or SPY?

JGRO has been the more volatile fund at 17.0% annualized versus 14.2% for SPY. Worst drawdown: JGRO -22.7% vs SPY -18.8%.

Should I hold both JGRO and SPY?

JGRO and SPY have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between JGRO and SPY?

85.2% of JGRO's money is in holdings SPY also owns. 61.1% of SPY's is in holdings JGRO also owns. They hold 91 positions in common, counted across the 132 positions we hold weights for in JGRO and 504 in SPY.

Which pays a higher dividend, JGRO or SPY?

JGRO yields 0.15% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than JGRO?

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 49.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.