JGRO vs. SUSL ETF Comparison

Comparison of JPMorgan Active Growth ETF (JGRO) to iShares ESG MSCI USA Leaders ETF (SUSL)

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

$79.28

Average Daily Volume

447,930

Number of Holdings ^*

103

* may have additional holdings in another (foreign) market

SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$104.10

Average Daily Volume

21,315

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

Performance

Period	JGRO	SUSL
30 Days	1.46%	1.01%
60 Days	5.72%	4.51%
90 Days	6.57%	6.39%
12 Months	37.30%	31.79%

44 Overlapping Holdings

Symbol	Grade	Weight in JGRO	Weight in SUSL	Overlap
ADBE	F	0.04%	0.84%	0.04%
AMD	F	0.26%	0.83%	0.26%
AZO	C	0.33%	0.2%	0.2%
BKNG	A	0.9%	0.61%	0.61%
CRM	A	0.07%	1.18%	0.07%
DASH	B	0.99%	0.19%	0.19%
DHI	D	0.83%	0.17%	0.17%
ETN	A	0.5%	0.53%	0.5%
EW	C	0.07%	0.14%	0.07%
FICO	A	0.34%	0.21%	0.21%
GOOG	B	4.63%	3.32%	3.32%
GWW	A	0.33%	0.19%	0.19%
HD	A	0.52%	1.43%	0.52%
HLT	A	0.22%	0.22%	0.22%
HUBS	A	0.63%	0.12%	0.12%
IBM	D	0.46%	0.69%	0.46%
INTU	A	1.1%	0.7%	0.7%
IQV	F	0.16%	0.14%	0.14%
IR	A	0.42%	0.15%	0.15%
JBHT	B	0.15%	0.06%	0.06%
KO	D	0.56%	0.93%	0.56%
LLY	F	3.33%	2.37%	2.37%
LNG	A	0.08%	0.17%	0.08%
LRCX	F	0.45%	0.35%	0.35%
MA	A	2.66%	1.57%	1.57%
MCD	D	0.42%	0.77%	0.42%
MCO	C	0.5%	0.28%	0.28%
MELI	D	0.37%	0.32%	0.32%
MMM	D	0.72%	0.26%	0.26%
MSFT	D	7.56%	10.71%	7.56%
MTD	F	0.19%	0.1%	0.1%
NOW	B	0.98%	0.77%	0.77%
NVDA	B	10.82%	13.08%	10.82%
PANW	B	0.98%	0.46%	0.46%
PGR	B	0.5%	0.55%	0.5%
POOL	D	0.2%	0.05%	0.05%
PWR	A	1.06%	0.17%	0.17%
PYPL	A	0.3%	0.31%	0.3%
SNPS	C	0.62%	0.3%	0.3%
TEAM	A	0.18%	0.14%	0.14%
TJX	A	0.6%	0.49%	0.49%
TSLA	B	1.2%	3.38%	1.2%
TT	A	1.07%	0.33%	0.33%
TTWO	A	0.36%	0.11%	0.11%

JGRO Overweight 59 Positions Relative to SUSL

Symbol	Grade	Weight
AAPL	C	6.97%
AMZN	B	6.52%
META	C	5.56%
AVGO	C	2.7%
NFLX	A	2.13%
ISRG	A	1.82%
ORCL	A	1.72%
BX	A	1.16%
KKR	A	1.12%
REGN	F	0.95%
GS	A	0.92%
UBER	C	0.91%
ANET	C	0.89%
TTD	B	0.81%
TSM	B	0.78%
MCK	A	0.68%
VRT	A	0.66%
TDG	D	0.6%
IBKR	A	0.5%
SBUX	A	0.5%
SPOT	A	0.49%
FTI	A	0.48%
BRK.A	A	0.47%
TMO	D	0.47%
ITT	A	0.45%
CPRT	A	0.43%
AME	A	0.43%
GRMN	B	0.41%
NTRA	B	0.41%
BAH	D	0.39%
EOG	A	0.35%
HUBB	B	0.34%
ALNY	D	0.32%
ENTG	F	0.32%
APH	B	0.3%
TER	F	0.29%
STZ	D	0.28%
UNH	B	0.27%
ABT	B	0.25%
ITCI	B	0.24%
EXP	B	0.24%
MDB	C	0.24%
CRWD	B	0.22%
ELF	C	0.22%
ON	F	0.2%
COP	C	0.19%
SAIA	B	0.19%
SNOW	C	0.14%
AL	A	0.14%
CMG	B	0.13%
BABA	D	0.13%
EXAS	F	0.12%
SHOP	A	0.12%
FCX	F	0.09%
CELH	F	0.08%
MNST	D	0.06%
ASML	F	0.05%
SQ	A	0.05%
ABNB	C	0.02%

JGRO Underweight 249 Positions Relative to SUSL

Symbol	Grade	Weight
GOOGL	B	-3.82%
V	A	-1.75%
PG	C	-1.4%
JNJ	D	-1.32%
MRK	F	-0.9%
ACN	C	-0.81%
PEP	F	-0.81%
LIN	D	-0.78%
GE	D	-0.72%
CAT	B	-0.69%
TXN	C	-0.69%
DIS	A	-0.66%
CMCSA	B	-0.62%
VZ	C	-0.61%
AXP	A	-0.6%
SPGI	C	-0.58%
MS	A	-0.58%
DHR	D	-0.57%
AMGN	D	-0.57%
LOW	A	-0.55%
BLK	A	-0.55%
AMAT	F	-0.55%
UNP	D	-0.52%
FI	A	-0.45%
ADP	B	-0.45%
BMY	B	-0.43%
GILD	B	-0.42%
SCHW	A	-0.42%
MMC	C	-0.4%
INTC	C	-0.37%
DE	D	-0.37%
PLD	D	-0.37%
CI	D	-0.35%
UPS	C	-0.34%
ELV	F	-0.34%
NKE	D	-0.33%
ICE	D	-0.32%
AMT	D	-0.32%
EQIX	B	-0.31%
PNC	A	-0.3%
MRVL	B	-0.29%
ITW	B	-0.29%
WELL	A	-0.29%
CDNS	B	-0.29%
CTAS	B	-0.29%
ZTS	D	-0.28%
USB	B	-0.28%
CL	D	-0.26%
COF	A	-0.26%
TGT	D	-0.26%
ORLY	A	-0.26%
HCA	D	-0.25%
CRH	B	-0.25%
APD	A	-0.25%
WMB	A	-0.25%
CSX	B	-0.25%
ADSK	B	-0.24%
SLB	C	-0.23%
ECL	D	-0.23%
CARR	D	-0.22%
TFC	A	-0.22%
OKE	A	-0.22%
WDAY	B	-0.21%
JCI	A	-0.21%
NXPI	F	-0.21%
URI	B	-0.21%
BK	A	-0.21%
RCL	A	-0.21%
SRE	A	-0.21%
DLR	A	-0.21%
TRV	A	-0.21%
AFL	C	-0.21%
MPC	D	-0.2%
AMP	A	-0.2%
ALL	A	-0.19%
PSX	C	-0.19%
FIS	B	-0.18%
NEM	F	-0.17%
PAYX	B	-0.17%
CMI	A	-0.17%
BKR	A	-0.16%
ODFL	B	-0.16%
DFS	A	-0.16%
CCI	D	-0.16%
KMB	C	-0.16%
VLO	C	-0.16%
COR	B	-0.16%
PRU	A	-0.16%
TRGP	A	-0.15%
KR	B	-0.15%
CBRE	B	-0.15%
EA	A	-0.15%
FERG	D	-0.15%
AXON	A	-0.15%
IT	B	-0.15%
YUM	D	-0.14%
ACGL	C	-0.14%
EXC	C	-0.14%
A	D	-0.14%
HIG	C	-0.13%
IDXX	F	-0.13%
GIS	D	-0.13%
KDP	D	-0.13%
HPQ	B	-0.13%
CHTR	B	-0.13%
LULU	C	-0.13%
NUE	D	-0.13%
GEHC	D	-0.13%
MLM	B	-0.13%
WTW	B	-0.12%
IRM	D	-0.12%
ED	D	-0.12%
HUM	F	-0.12%
NDAQ	A	-0.12%
DXCM	C	-0.11%
ANSS	B	-0.11%
TSCO	D	-0.11%
XYL	D	-0.11%
EBAY	D	-0.11%
ROK	A	-0.11%
EIX	C	-0.11%
RJF	A	-0.11%
FTV	D	-0.1%
HAL	C	-0.1%
BR	A	-0.1%
PHM	D	-0.1%
DECK	A	-0.1%
DOV	A	-0.1%
KEYS	C	-0.1%
HPE	B	-0.1%
NVR	D	-0.1%
PPG	F	-0.1%
STT	A	-0.1%
WST	C	-0.09%
RF	A	-0.09%
LPLA	A	-0.09%
EME	B	-0.09%
BIIB	F	-0.09%
NTAP	D	-0.09%
HBAN	A	-0.09%
VLTO	D	-0.09%
SYF	A	-0.09%
AWK	C	-0.09%
TROW	A	-0.09%
SW	A	-0.09%
CHD	A	-0.09%
CBOE	D	-0.08%
CFG	A	-0.08%
ES	C	-0.08%
STLD	B	-0.08%
STE	D	-0.08%
LYB	F	-0.08%
ATO	A	-0.08%
NTRS	A	-0.08%
K	B	-0.08%
WY	D	-0.08%
ZBH	C	-0.08%
IFF	D	-0.08%
WAT	B	-0.08%
PTC	B	-0.08%
SBAC	D	-0.08%
ULTA	D	-0.07%
FDS	A	-0.07%
FSLR	F	-0.07%
BBY	C	-0.07%
HOLX	D	-0.07%
MOH	F	-0.07%
BALL	D	-0.07%
ZS	B	-0.07%
IP	A	-0.07%
PODD	A	-0.07%
NRG	B	-0.07%
MKC	D	-0.07%
LII	B	-0.07%
STX	D	-0.07%
DRI	B	-0.07%
TRU	D	-0.07%
COO	D	-0.07%
OMC	C	-0.07%
CLX	A	-0.07%
PFG	C	-0.07%
CMS	C	-0.07%
LH	B	-0.07%
WDC	F	-0.07%
DOC	D	-0.06%
ALGN	D	-0.06%
TWLO	A	-0.06%
NI	A	-0.06%
AVY	D	-0.06%
OC	A	-0.06%
WSM	F	-0.06%
EXPD	D	-0.06%
DOCU	A	-0.06%
BURL	C	-0.06%
GPC	D	-0.06%
GEN	B	-0.06%
IEX	B	-0.06%
MANH	D	-0.06%
PNR	A	-0.06%
EQH	B	-0.06%
TRMB	A	-0.06%
KEY	A	-0.06%
DGX	A	-0.06%
CHRW	A	-0.05%
NBIX	D	-0.05%
CAG	F	-0.05%
AKAM	F	-0.05%
AVTR	F	-0.05%
GGG	A	-0.05%
DPZ	C	-0.05%
APTV	F	-0.05%
ALLY	C	-0.04%
WTRG	C	-0.04%
LKQ	D	-0.04%
MKTX	C	-0.04%
DAL	A	-0.04%
SOLV	C	-0.04%
CTLT	C	-0.04%
FOXA	A	-0.04%
AIZ	A	-0.04%
IPG	F	-0.04%
LW	C	-0.04%
TECH	D	-0.04%
BXP	D	-0.04%
SJM	F	-0.04%
KMX	B	-0.04%
ALLE	D	-0.04%
JNPR	D	-0.04%
BG	D	-0.04%
DAY	B	-0.04%
AZPN	A	-0.03%
ACI	C	-0.03%
RIVN	F	-0.03%
ENPH	F	-0.03%
DVA	C	-0.03%
CPB	D	-0.03%
HSIC	D	-0.03%
TTC	D	-0.03%
CNH	D	-0.03%
HRL	D	-0.03%
TFX	F	-0.03%
KNX	B	-0.03%
FBIN	D	-0.03%
NLY	C	-0.03%
FOX	A	-0.02%
BEN	C	-0.02%
WBA	F	-0.02%
BBWI	C	-0.02%
DINO	D	-0.02%