JGRO vs VUG overlap - what they share and where they differ

JGRO and VUG share 56.3% of their weight across 58 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

JGRO and VUG

56.3%

58 shared positions

JGRO

JPMorgan Active Growth ETF

Reported positions cover 98% of the fund, 126 positions · Jun 30, 2026

Top 10: 45.4%·Holdings of JGRO

VUG

VANGUARD GROWTH INDEX FUND

Reported positions cover 100% of the fund, 144 positions · Jun 30, 2026

Top 10: 63.1%·Holdings of VUG

Reported positions cover JGRO 98%, VUG 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VUG vs JGRO side by side

JGROJPMorgan Active Growth ETF

126

stock positions reported to the SEC

30.6% of its weight is in 68 names VUG does not hold

VUGVANGUARD GROWTH INDEX FUND

144

stock positions reported to the SEC

15.4% of its weight is in 86 names JGRO does not hold

Where each fund's weight sits

JGRO
VUG
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
66.8%
72.2%
Consumer Cyclical
6.5%
10.9%
Healthcare
10.3%
4.7%
Financial Services
4.1%
3.7%
Industrials
4.0%
2.3%

The widest gap is Healthcare: JGRO has 5.6 points more of it.

The figures side by side

JGROVUG
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported126144
Weight of the ten largest45.4%63.1%
Largest positionNVDA 10.5%NVDA 12.6%
Held alone68 positions, 30.6%86 positions, 15.4%
Covered by stock positions98%100%

Holdings they share

StockIn JGROIn VUGCounted
NVDANVIDIA Corp.10.46%12.63%10.46%
GOOGLAlphabet, Inc.10.36%10.29%10.29%
AAPLApple, Inc.4.76%11.67%4.76%
AVGOBroadcom, Inc.4.36%4.28%4.28%
TSLATesla, Inc.2.81%3.27%2.81%
AMDAdvanced Micro Devices, Inc.3.15%2.62%2.62%
METAMeta Platforms, Inc.2.13%3.41%2.13%
LLYEli Lilly & Co.1.81%2.81%1.81%
LRCXLam Research Corp.1.89%1.51%1.51%
AMATApplied Materials, Inc.1.29%1.60%1.29%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in JGRO

MUMicron Technology, Inc.3.70%
GSGoldman Sachs Group, Inc. (The)1.63%
TSMTaiwan Semiconductor Manufacturing Co. Ltd.1.59%
CATCaterpillar, Inc.1.17%
NTRANatera, Inc.1.01%
JNJJohnson & Johnson1.00%
GEGE Aerospace0.94%
PMPhilip Morris International, Inc.0.91%
WMTWalmart, Inc.0.88%
DEDeere & Co.0.69%

Only in VUG

COSTCostco Wholesale Corp1.15%
KLACKLA Corp1.10%
STXSeagate Technology Holdings PLC0.61%
GENERAL ELECTRIC CO0.55%
ANETArista Networks Inc0.52%
BABoeing Co/The0.48%
TJX COS INC/THE0.48%
WELLWelltower Inc0.46%
VRTXVertex Pharmaceuticals Inc0.36%
SBUXStarbucks Corp0.34%

Questions people ask

Is JGRO the same as VUG?

56.3% of their weight sits in the same 58 holdings. JGRO also reports MU, GS, TSM, which the other does not. VUG also reports COST, KLAC, STX, which the other does not.

How is the overlap between JGRO and VUG measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of JGRO and 100% of VUG, so the number cannot exceed the smaller coverage.

Which holds more, VUG or JGRO?

JGRO reports 126 stock positions and VUG reports 144. 30.6% of JGRO's weight sits in names VUG does not hold, and 15.4% of VUG's weight in names JGRO does not hold. The ten largest positions are 45.4% of JGRO and 63.1% of VUG.

How do JGRO and VUG differ by sector?

The widest gap is Healthcare: JGRO has 5.6 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

VUG against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.