JGRO vs VTI

JGRO vs VTI

Which is better, JGRO or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. JGRO led over the full window, VTI over 1Y and 3Y. The two have moved almost in lockstep, correlation 0.91. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 49.5%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: VTI

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

MetricJGROVTI
Expense Ratio0.44%0.03%Best
AUM$10.1B$690.1B
Dividend Yield0.15%1.03%
Holdings1343,524
YTD Return+5.37%+13.35%Best
1Y Return+3.92%+15.92%Best
3Y Return (annualized)+22.69%+23.41%Best
5Y Return (annualized)-+12.83%
Volatility (annualized)16.8%14.4%Best
Max Drawdown-22.7%-19.3%Best
$10,000 over 4.1 years$19,711Best$19,256
Top 10 Weight49.5%33.3%Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionAug 8, 2022May 24, 2001

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 Oct 2, 2026 (4.1 years).

JGRO vs VTI 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 VTI Performance

JPMorgan Active Growth ETF (JGRO) is an ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year JGRO returned +3.92% while VTI returned +15.92%. Year to date, JGRO is up 5.37% versus a gain of 13.35% for VTI.

Over three years, JGRO compounded at +22.69% per year against +23.41% for VTI. Across the full 4-year window we track, JGRO has the edge at +18.00% annualized vs +17.33%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JGRO has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 14.4% 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 -19.3% for VTI. 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 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 0.15% against 1.03% for VTI.

Holdings Overlap

JGRO already in VTI96.3%
VTI already in JGRO55.5%

96.3% of JGRO's money is in holdings VTI also owns. 55.5% of VTI's money is in holdings JGRO also owns.

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

The two holdings books were reported 46 days apart, JGRO as of Sep 15, 2026 and VTI as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

126 positions in common, counted across the 133 positions we hold weights for in JGRO and 3,463 in VTI, against full books of 134 and 3,524.

What only one of them owns

Our book lists 1,026 positions for VTI that do not appear in our book for JGRO (42.0% of the fund), and 3 for JGRO that do not appear in VTI (2.4%).

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 VTIDifference
NVDANvidia Corp12.47%6.40%6.07%
GOOGAlphabet Inc. C11.04%2.31%8.73%
AAPLApple, Inc5.94%6.29%0.35%
MSFTMicrosoft Corp3.65%4.79%1.14%
AVGOBroadcom Inc4.39%2.56%1.83%
AMZNAmazon.Com Inc1.38%3.65%2.27%
METAMeta Platforms Inc2.44%1.70%0.74%
AMDAdvanced Micro Devices Inc2.73%1.08%1.65%
LLYEli Lilly & Co.2.40%1.35%1.05%
MUMicron Technology, Inc.2.45%1.29%1.16%

96.3% of JGRO is already inside VTI.

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

JGROVTI

Free for up to 10 holdings. No account needed.

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, by $41 a year on a $10,000 investment.

Which performed better, JGRO or VTI?

Over the past year JGRO returned +3.92% vs +15.92% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), JGRO annualized +18.00% vs +17.33% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JGRO or VTI?

JGRO has been the more volatile fund at 16.8% annualized versus 14.4% for VTI. Worst drawdown: JGRO -22.7% vs VTI -19.3%.

Should I hold both JGRO and VTI?

JGRO and VTI 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 VTI?

96.3% of JGRO's money is in holdings VTI also owns. 55.5% of VTI's is in holdings JGRO also owns. They hold 126 positions in common, counted across the 133 positions we hold weights for in JGRO and 3,463 in VTI.

Which pays a higher dividend, JGRO or VTI?

JGRO yields 0.15% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than JGRO?

VTI has a lower expense ratio. JGRO led over the full window, VTI over 1Y and 3Y. The two have moved almost in lockstep, correlation 0.91. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 49.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.