JGRO vs VTI
JPMorgan Active Growth ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | JGRO | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.03% | |
| AUM | $10.2B | $666.9B | |
| Dividend Yield | 0.16% | 1.07% | |
| Holdings | 129 | 3,543 | |
| YTD Return | +1.11% | +12.65% | |
| 1Y Return | +6.68% | +21.39% | |
| 3Y Return (annualized) | +19.72% | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 17.2% | 15.3% | |
| Max Drawdown | -22.7% | -56.6% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 8, 2022 | May 24, 2001 |
JGRO vs VTI Performance
JPMorgan Active Growth ETF (JGRO) is a ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JGRO returned +6.68% while VTI returned +21.39%. Year to date, JGRO is up 1.11% versus a gain of 12.65% for VTI.
Over three years, JGRO compounded at +19.72% per year against +21.54% for VTI. Across the full 4-year window we track, JGRO has the edge at +17.36% annualized vs +8.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JGRO has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 15.3% for VTI. 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 -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 VTI charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, JGRO currently yields 0.16% against 1.07% for VTI.
Holdings Overlap
JGRO and VTI share 120 holdings out of 2798 unique holdings combined, representing a 46.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JGRO or VTI?
JGRO has an expense ratio of 0.44% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, JGRO or VTI?
Over the past year JGRO returned +6.68% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), JGRO annualized +17.36% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, JGRO or VTI?
JGRO has been the more volatile fund at 17.2% annualized versus 15.3% for VTI. Worst drawdown: JGRO -22.7% vs VTI -56.6%.
Should I hold both JGRO and VTI?
JGRO and VTI have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between JGRO and VTI?
JGRO and VTI share 120 common holdings with a 46.0% weight overlap. Combined, they hold 2798 unique securities.
Which pays a higher dividend, JGRO or VTI?
JGRO yields 0.16% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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