JGRO vs. QGRW ETF Comparison

Comparison of JPMorgan Active Growth ETF (JGRO) to WisdomTree U.S. Quality Growth Fund (QGRW)

JGRO

JPMorgan Active Growth ETF

JGRO Description

JPMorgan Active Growth ETF is an exchange traded fund launched and managed by J.P. Morgan Investment Management Inc. It invests in public equity markets of the United States. It invests directly and through derivatives in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth stocks of large-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund employs proprietary research to create its portfolio. JPMorgan Active Growth ETF was formed on August 8, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$80.92

Average Daily Volume

456,688

Number of Holdings ^*

105

* may have additional holdings in another (foreign) market

QGRW

WisdomTree U.S. Quality Growth Fund

QGRW Description

WisdomTree U.S. Quality Growth Fund is an exchange traded fund launched by WisdomTree, Inc. The fund is co-managed by Mellon Investments Corporation, WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. The fund seeks to track the performance of the WisdomTree U.S. Quality Growth Index, by using representative sampling technique. WisdomTree U.S. Quality Growth Fund was formed on December 15, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$48.44

Average Daily Volume

81,828

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

Performance

Period	JGRO	QGRW
30 Days	4.02%	5.17%
60 Days	5.72%	6.92%
90 Days	7.35%	7.96%
12 Months	38.25%	38.55%

44 Overlapping Holdings

Symbol	Grade	Weight in JGRO	Weight in QGRW	Overlap
AAPL	C	7.14%	10.55%	7.14%
ABNB	C	0.02%	0.55%	0.02%
ADBE	C	0.04%	1.1%	0.04%
AMD	F	0.03%	0.99%	0.03%
AMZN	C	6.39%	5.52%	5.52%
ANET	C	0.78%	0.76%	0.76%
APH	A	0.29%	0.6%	0.29%
APP	B	0.22%	1.26%	0.22%
AVGO	D	2.48%	2.92%	2.48%
AZO	C	0.34%	0.5%	0.34%
BKNG	A	0.94%	0.94%	0.94%
BX	A	1.22%	1.18%	1.18%
CELH	F	0.07%	0.01%	0.01%
CMG	B	0.13%	0.52%	0.13%
CPRT	A	0.44%	0.45%	0.44%
CRWD	B	0.24%	0.52%	0.24%
DHI	D	0.86%	0.5%	0.5%
ENTG	D	0.3%	0.04%	0.04%
FICO	B	0.36%	0.62%	0.36%
HUBS	A	0.71%	0.41%	0.41%
INTU	C	1.13%	1.03%	1.03%
ISRG	A	1.88%	0.99%	0.99%
JBHT	C	0.26%	0.1%	0.1%
LLY	F	3.1%	2.8%	2.8%
LRCX	F	0.4%	0.48%	0.4%
MA	C	2.81%	2.06%	2.06%
MCO	B	0.51%	0.62%	0.51%
META	D	5.32%	3.82%	3.82%
MNST	C	0.06%	0.47%	0.06%
MSFT	F	7.34%	9.44%	7.34%
MTD	D	0.16%	0.29%	0.16%
NFLX	A	2.32%	1.6%	1.6%
NOW	A	1.0%	1.1%	1.0%
NVDA	C	10.41%	12.17%	10.41%
ON	D	0.29%	0.35%	0.29%
PANW	C	1.0%	0.81%	0.81%
POOL	C	0.2%	0.07%	0.07%
SBUX	A	0.54%	0.74%	0.54%
SNPS	B	0.58%	0.49%	0.49%
SQ	B	0.06%	0.53%	0.06%
TEAM	A	0.37%	0.62%	0.37%
TSLA	B	1.62%	4.25%	1.62%
TTD	B	0.73%	0.54%	0.54%
VRT	B	0.68%	0.49%	0.49%

JGRO Overweight 61 Positions Relative to QGRW

Symbol	Grade	Weight
GOOG	C	4.59%
ORCL	B	1.75%
KKR	A	1.16%
PWR	A	1.15%
TT	A	1.07%
DASH	A	1.02%
GS	A	0.95%
REGN	F	0.9%
UBER	D	0.87%
TSM	B	0.74%
MMM	D	0.72%
MCK	B	0.7%
TJX	A	0.62%
SPOT	B	0.58%
IBKR	A	0.56%
KO	D	0.55%
TDG	D	0.54%
HD	A	0.54%
NTRA	B	0.51%
ETN	A	0.51%
PGR	A	0.51%
BRK.A	B	0.49%
FTI	A	0.48%
ITT	A	0.46%
IBM	C	0.46%
AME	A	0.45%
TMO	F	0.43%
IR	B	0.42%
MCD	D	0.42%
GRMN	B	0.41%
MELI	D	0.41%
EOG	A	0.38%
PYPL	B	0.37%
TTWO	A	0.37%
GWW	B	0.34%
BAH	F	0.32%
HUBB	B	0.32%
STZ	D	0.29%
ALNY	D	0.28%
TER	D	0.27%
ABT	B	0.26%
SHOP	B	0.25%
ELF	C	0.24%
MDB	C	0.24%
HLT	A	0.23%
EXP	A	0.23%
GEV	B	0.22%
ITCI	C	0.22%
CRM	B	0.22%
SAIA	B	0.19%
UNH	C	0.19%
COP	C	0.19%
IQV	D	0.15%
SNOW	C	0.15%
AL	B	0.15%
BABA	D	0.12%
EXAS	D	0.11%
LNG	B	0.08%
EW	C	0.08%
ASML	F	0.05%
FCX	D	0.05%

JGRO Underweight 56 Positions Relative to QGRW

Symbol	Grade	Weight
GOOGL	C	-5.8%
V	A	-2.53%
TXN	C	-0.96%
QCOM	F	-0.8%
VRTX	F	-0.69%
UPS	C	-0.68%
FTNT	C	-0.67%
AMAT	F	-0.66%
TRGP	B	-0.61%
ORLY	B	-0.58%
DFS	B	-0.55%
KLAC	D	-0.52%
CDNS	B	-0.5%
MSCI	C	-0.49%
ODFL	B	-0.47%
DDOG	A	-0.47%
IT	C	-0.46%
CPNG	D	-0.46%
VEEV	C	-0.44%
ARES	A	-0.43%
WST	C	-0.37%
IDXX	F	-0.37%
DECK	A	-0.36%
YUM	B	-0.36%
TSCO	D	-0.35%
DVN	F	-0.35%
OXY	D	-0.34%
MPWR	F	-0.31%
MCHP	D	-0.28%
PINS	D	-0.24%
DXCM	D	-0.23%
AXON	A	-0.19%
TPL	A	-0.13%
LII	A	-0.1%
ROL	B	-0.1%
GDDY	A	-0.1%
LPLA	A	-0.09%
SMCI	F	-0.09%
MRNA	F	-0.09%
MOH	F	-0.08%
BSY	D	-0.08%
FDS	B	-0.08%
BLDR	D	-0.08%
ULTA	F	-0.08%
INCY	C	-0.08%
ALB	C	-0.07%
MANH	D	-0.07%
ERIE	D	-0.07%
DT	C	-0.07%
DPZ	C	-0.05%
CTRA	B	-0.05%
BLD	D	-0.04%
NBIX	C	-0.03%
WMS	D	-0.03%
CE	F	-0.02%
ENPH	F	-0.02%