IWR vs. JGRO ETF Comparison

Comparison of iShares Russell Mid-Cap ETF (IWR) to JPMorgan Active Growth ETF (JGRO)
IWR

iShares Russell Mid-Cap ETF

IWR Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the mid-capitalization sector of the U.S. equity market. The underlying index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index.

Grade (RS Rating)

Last Trade

$94.53

Average Daily Volume

1,461,787

Number of Holdings *

803

* may have additional holdings in another (foreign) market
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
Performance
Period IWR JGRO
30 Days 6.87% 4.02%
60 Days 7.84% 5.72%
90 Days 9.96% 7.35%
12 Months 34.02% 38.25%
37 Overlapping Holdings
Symbol Grade Weight in IWR Weight in JGRO Overlap
AL B 0.04% 0.15% 0.04%
ALNY D 0.24% 0.28% 0.24%
AME A 0.37% 0.45% 0.37%
APP B 0.63% 0.22% 0.22%
BAH F 0.16% 0.32% 0.16%
CELH F 0.04% 0.07% 0.04%
DHI D 0.39% 0.86% 0.39%
ELF C 0.05% 0.24% 0.05%
ENTG D 0.12% 0.3% 0.12%
EXAS D 0.07% 0.11% 0.07%
EXP A 0.08% 0.23% 0.08%
FICO B 0.44% 0.36% 0.36%
FTI A 0.1% 0.48% 0.1%
GRMN B 0.27% 0.41% 0.27%
GWW B 0.42% 0.34% 0.34%
HLT A 0.5% 0.23% 0.23%
HUBB B 0.19% 0.32% 0.19%
HUBS A 0.27% 0.71% 0.27%
IBKR A 0.16% 0.56% 0.16%
IQV D 0.29% 0.15% 0.15%
IR B 0.34% 0.42% 0.34%
ITCI C 0.07% 0.22% 0.07%
ITT A 0.1% 0.46% 0.1%
JBHT C 0.12% 0.26% 0.12%
LNG B 0.4% 0.08% 0.08%
MDB C 0.16% 0.24% 0.16%
MTD D 0.21% 0.16% 0.16%
NTRA B 0.14% 0.51% 0.14%
ON D 0.23% 0.29% 0.23%
POOL C 0.11% 0.2% 0.11%
PWR A 0.39% 1.15% 0.39%
SAIA B 0.11% 0.19% 0.11%
SQ B 0.39% 0.06% 0.06%
TER D 0.13% 0.27% 0.13%
TTD B 0.43% 0.73% 0.43%
TTWO A 0.25% 0.37% 0.25%
VRT B 0.36% 0.68% 0.36%
IWR Overweight 766 Positions Relative to JGRO
Symbol Grade Weight
PLTR B 1.09%
WMB A 0.57%
OKE A 0.53%
AJG B 0.52%
AFL B 0.51%
COIN C 0.5%
BK A 0.48%
DLR B 0.48%
SPG B 0.48%
URI B 0.46%
AMP A 0.46%
RCL A 0.45%
KMI A 0.44%
MSTR C 0.44%
ALL A 0.43%
O D 0.41%
CMI A 0.41%
FIS C 0.41%
VST B 0.4%
FAST B 0.39%
MSCI C 0.38%
KVUE A 0.38%
PRU A 0.38%
PAYX C 0.38%
ROST C 0.38%
LHX C 0.38%
PEG A 0.37%
PCG A 0.37%
CCI D 0.37%
HWM A 0.37%
EA A 0.36%
DFS B 0.36%
ODFL B 0.35%
BKR B 0.35%
AXON A 0.35%
TRGP B 0.35%
DAL C 0.34%
CBRE B 0.33%
COR B 0.33%
VRSK A 0.33%
OTIS C 0.33%
LEN D 0.33%
FERG B 0.33%
HES B 0.33%
CTSH B 0.32%
KR B 0.32%
CTVA C 0.32%
XEL A 0.32%
EXC C 0.32%
IT C 0.32%
GEHC F 0.31%
A D 0.31%
SYY B 0.31%
YUM B 0.31%
DDOG A 0.31%
HPQ B 0.3%
CHTR C 0.3%
ACGL D 0.3%
VMC B 0.3%
IDXX F 0.29%
NUE C 0.29%
GIS D 0.29%
GLW B 0.29%
MTB A 0.29%
MLM B 0.29%
ED D 0.28%
IRM D 0.28%
WAB B 0.28%
RMD C 0.28%
DD D 0.28%
EXR D 0.28%
HIG B 0.28%
NDAQ A 0.27%
AVB B 0.27%
ROK B 0.27%
VICI C 0.27%
HUM C 0.27%
FANG D 0.27%
MCHP D 0.27%
DOW F 0.26%
WEC A 0.26%
EBAY D 0.26%
VEEV C 0.26%
ETR B 0.26%
EIX B 0.26%
WTW B 0.26%
FITB A 0.26%
UAL A 0.25%
CNC D 0.25%
DXCM D 0.25%
RJF A 0.25%
EFX F 0.25%
ARES A 0.25%
PPG F 0.24%
STT A 0.24%
CSGP D 0.24%
CAH B 0.24%
ANSS B 0.24%
XYL D 0.24%
GPN B 0.24%
TSCO D 0.24%
HPE B 0.23%
DOV A 0.23%
EQR B 0.23%
CPNG D 0.23%
HAL C 0.22%
AWK D 0.22%
BRO B 0.22%
FCNCA A 0.22%
FTV C 0.22%
PHM D 0.22%
CHD B 0.22%
SW A 0.22%
DECK A 0.22%
BR A 0.22%
NET B 0.22%
MPWR F 0.22%
PPL B 0.21%
HSY F 0.21%
EQT B 0.21%
TYL B 0.21%
VLTO D 0.21%
ADM D 0.21%
TPL A 0.21%
HBAN A 0.21%
SYF B 0.21%
VTR C 0.21%
GDDY A 0.21%
RBLX C 0.21%
NVR D 0.21%
TROW B 0.21%
KEYS A 0.21%
CVNA B 0.21%
SBAC D 0.2%
CDW F 0.2%
FE C 0.2%
NTAP C 0.2%
DVN F 0.2%
RF A 0.2%
CCL B 0.2%
AEE A 0.2%
DTE C 0.2%
CPAY A 0.2%
PTC A 0.19%
WY D 0.19%
WST C 0.19%
EXPE B 0.19%
ZBH C 0.19%
EME C 0.19%
BIIB F 0.19%
CINF A 0.19%
LPLA A 0.19%
ZM B 0.18%
NTRS A 0.18%
HOOD B 0.18%
LYB F 0.18%
ILMN D 0.18%
EXE B 0.18%
STE F 0.18%
LDOS C 0.18%
ES D 0.18%
TDY B 0.18%
ATO A 0.18%
MKL A 0.18%
IFF D 0.18%
WBD C 0.18%
FSLR F 0.17%
CMS C 0.17%
LYV A 0.17%
WDC D 0.17%
CSL C 0.17%
INVH D 0.17%
STLD B 0.17%
CLX B 0.17%
PKG A 0.17%
CBOE B 0.17%
WAT B 0.17%
K A 0.17%
CFG B 0.17%
BLDR D 0.17%
CTRA B 0.16%
NRG B 0.16%
ESS B 0.16%
COO D 0.16%
LUV C 0.16%
LII A 0.16%
CNP B 0.16%
ZBRA B 0.16%
LH C 0.16%
DRI B 0.16%
PFG D 0.16%
BBY D 0.16%
IP B 0.16%
RS B 0.15%
KEY B 0.15%
DGX A 0.15%
WRB A 0.15%
HOLX D 0.15%
WSO A 0.15%
DKNG B 0.15%
TOST B 0.15%
TSN B 0.15%
PODD C 0.15%
ARE D 0.15%
MAA B 0.15%
FDS B 0.15%
SNA A 0.15%
ZS C 0.15%
TRU D 0.15%
MKC D 0.15%
BALL D 0.15%
OMC C 0.15%
NI A 0.14%
KIM A 0.14%
TWLO A 0.14%
WSM B 0.14%
DG F 0.14%
XPO B 0.14%
MANH D 0.14%
OC A 0.14%
ALGN D 0.14%
FWONK B 0.14%
NTNX A 0.14%
LVS C 0.14%
EXPD D 0.14%
PINS D 0.14%
HEI B 0.14%
GPC D 0.14%
BURL A 0.14%
MOH F 0.14%
TRMB B 0.14%
RPM A 0.14%
IEX B 0.14%
MAS D 0.14%
J F 0.14%
PNR A 0.14%
ULTA F 0.14%
VTRS A 0.13%
FNF B 0.13%
RGA A 0.13%
VRSN F 0.13%
DT C 0.13%
SUI D 0.13%
TOL B 0.13%
LNT A 0.13%
FIX A 0.13%
GWRE A 0.13%
SSNC B 0.13%
AVY D 0.13%
UTHR C 0.13%
CF B 0.13%
TXT D 0.13%
EG C 0.13%
MRO B 0.13%
DOCU A 0.13%
GEN B 0.13%
BAX D 0.13%
ROL B 0.12%
SOFI A 0.12%
AVTR F 0.12%
EQH B 0.12%
JBL B 0.12%
EVRG A 0.12%
EWBC A 0.12%
APTV D 0.12%
NDSN B 0.12%
ACM A 0.12%
UDR B 0.12%
DOC D 0.12%
AMCR D 0.12%
USFD A 0.12%
THC D 0.12%
PSTG D 0.12%
CASY A 0.12%
DPZ C 0.12%
TW A 0.12%
L A 0.12%
GGG B 0.12%
PFGC B 0.11%
CHRW C 0.11%
GLPI C 0.11%
JEF A 0.11%
DLTR F 0.11%
AFRM B 0.11%
EPAM C 0.11%
ELS C 0.11%
SWK D 0.11%
TPR B 0.11%
AKAM D 0.11%
TXRH C 0.11%
RNR C 0.11%
SWKS F 0.11%
RVTY F 0.11%
REG B 0.11%
CW B 0.11%
FFIV B 0.11%
BJ A 0.1%
BWXT B 0.1%
OVV B 0.1%
Z A 0.1%
UHS D 0.1%
UNM A 0.1%
NBIX C 0.1%
OKTA C 0.1%
EMN D 0.1%
JNPR F 0.1%
HEI B 0.1%
NVT B 0.1%
BMRN D 0.1%
SCI B 0.1%
HST C 0.1%
INCY C 0.1%
WPC D 0.1%
ALB C 0.1%
ALLE D 0.1%
KMX B 0.1%
BXP D 0.1%
CPT B 0.1%
JLL D 0.1%
JKHY D 0.1%
COHR B 0.1%
CLH B 0.1%
CAG D 0.1%
BG F 0.1%
AMH D 0.1%
WBS A 0.09%
PRI A 0.09%
CACI D 0.09%
PNW B 0.09%
FOXA B 0.09%
TECH D 0.09%
CCK C 0.09%
GNRC B 0.09%
CTLT B 0.09%
CAVA B 0.09%
EVR B 0.09%
FND C 0.09%
CUBE D 0.09%
LW C 0.09%
NWSA B 0.09%
LAMR D 0.09%
TAP C 0.09%
BLD D 0.09%
SJM D 0.09%
ATR B 0.09%
CG A 0.09%
TTEK F 0.09%
AA B 0.09%
DKS C 0.09%
FHN A 0.09%
PAYC B 0.09%
DAY B 0.09%
RRX B 0.09%
DUOL A 0.09%
NCLH B 0.09%
LECO B 0.09%
OWL A 0.09%
AIZ A 0.09%
SF B 0.09%
TFX F 0.08%
FBIN D 0.08%
AAON B 0.08%
TPX B 0.08%
GMED A 0.08%
DCI B 0.08%
SMCI F 0.08%
WMS D 0.08%
RGLD C 0.08%
WYNN D 0.08%
INGR B 0.08%
WING D 0.08%
ORI A 0.08%
SOLV C 0.08%
FRT B 0.08%
BRBR A 0.08%
TKO B 0.08%
SRPT D 0.08%
PNFP B 0.08%
AAL B 0.08%
CRL C 0.08%
CNH C 0.08%
DOX D 0.08%
CIEN B 0.08%
MKTX D 0.08%
PR B 0.08%
GL B 0.08%
HLI B 0.08%
WTRG B 0.08%
WAL B 0.08%
CHDN B 0.08%
LBRDK C 0.08%
ARMK B 0.08%
EHC B 0.08%
MUSA A 0.08%
DTM B 0.08%
NLY C 0.08%
OHI C 0.08%
AFG A 0.08%
ALLY C 0.08%
AES F 0.08%
EXEL B 0.08%
GME C 0.08%
LKQ D 0.08%
AYI B 0.08%
RPRX D 0.08%
LAD A 0.08%
IPG D 0.08%
ALSN B 0.08%
WWD B 0.08%
KNSL B 0.08%
CHRD D 0.07%
MTCH D 0.07%
MEDP D 0.07%
RRC B 0.07%
ACI C 0.07%
X C 0.07%
SEIC B 0.07%
CZR F 0.07%
SKX D 0.07%
SNV B 0.07%
APG B 0.07%
CE F 0.07%
DVA B 0.07%
APA D 0.07%
CNM D 0.07%
CFR B 0.07%
VOYA B 0.07%
PLNT A 0.07%
CPB D 0.07%
CHE D 0.07%
RIVN F 0.07%
EGP F 0.07%
HRB D 0.07%
RL B 0.07%
GPK C 0.07%
MOS F 0.07%
LNW D 0.07%
HRL D 0.07%
NYT C 0.07%
MTZ B 0.07%
TTC D 0.07%
CR A 0.07%
GLOB B 0.07%
WTFC A 0.07%
CBSH A 0.07%
ZION B 0.07%
OGE B 0.07%
FYBR D 0.07%
HAS D 0.07%
BILL A 0.07%
AOS F 0.07%
CMA A 0.07%
BRX A 0.07%
MGM D 0.07%
SNX C 0.07%
PCTY B 0.07%
ROKU D 0.07%
KNX B 0.07%
PEN B 0.07%
HSIC B 0.07%
AR B 0.07%
AXTA A 0.07%
WCC B 0.07%
RBC A 0.07%
MORN B 0.07%
REXR F 0.07%
AWI A 0.06%
MTN C 0.06%
H B 0.06%
CFLT B 0.06%
SN D 0.06%
LSCC D 0.06%
AXS A 0.06%
MTDR B 0.06%
VMI B 0.06%
FMC D 0.06%
DAR C 0.06%
ALK C 0.06%
CGNX C 0.06%
FCN D 0.06%
BPOP B 0.06%
MTSI B 0.06%
MASI A 0.06%
ELAN D 0.06%
R B 0.06%
GXO B 0.06%
FR C 0.06%
ATI D 0.06%
FRPT B 0.06%
RGEN D 0.06%
GNTX C 0.06%
VFC C 0.06%
ESTC C 0.06%
ESAB B 0.06%
MKSI C 0.06%
AGNC D 0.06%
GTLB B 0.06%
BBWI D 0.06%
OSK B 0.06%
VNO B 0.06%
S B 0.06%
LPX B 0.06%
MIDD C 0.06%
COKE C 0.06%
CART C 0.06%
RLI B 0.06%
RYAN B 0.06%
WEX D 0.06%
PCOR B 0.06%
PB A 0.06%
TREX C 0.06%
MHK D 0.06%
WH B 0.06%
KEX C 0.06%
SMAR A 0.06%
RHI B 0.06%
JAZZ B 0.06%
ADC B 0.06%
SSD D 0.06%
OLED D 0.06%
HII D 0.06%
NNN D 0.06%
BERY B 0.06%
ONTO D 0.06%
FLS B 0.06%
KBR F 0.06%
BWA D 0.06%
G B 0.06%
ENPH F 0.06%
LITE B 0.05%
RITM C 0.05%
VVV F 0.05%
PATH C 0.05%
NFG A 0.05%
THO B 0.05%
OLLI D 0.05%
BRKR D 0.05%
PVH C 0.05%
FOX A 0.05%
JHG A 0.05%
ETSY D 0.05%
CROX D 0.05%
AGCO D 0.05%
THG A 0.05%
VNT B 0.05%
AMG B 0.05%
LFUS F 0.05%
FNB A 0.05%
WFRD D 0.05%
IDA A 0.05%
WHR B 0.05%
LAZ B 0.05%
FOUR B 0.05%
BFAM D 0.05%
WBA F 0.05%
DOCS C 0.05%
STWD C 0.05%
ARW D 0.05%
UHAL D 0.05%
BEN C 0.05%
BIO D 0.05%
QRVO F 0.05%
COLD D 0.05%
SITE D 0.05%
OMF A 0.05%
ESI A 0.05%
SIRI C 0.05%
SAIC F 0.05%
MAT D 0.05%
NOV C 0.05%
MSA D 0.05%
KD B 0.05%
WSC D 0.05%
MTG C 0.05%
IVZ B 0.05%
PARA C 0.05%
COLB A 0.05%
LSTR D 0.05%
BSY D 0.05%
DBX B 0.05%
FAF A 0.05%
STAG F 0.05%
LYFT C 0.05%
AZEK A 0.05%
HR C 0.05%
DINO D 0.05%
AZPN A 0.05%
M D 0.04%
GAP C 0.04%
KMPR B 0.04%
RYN D 0.04%
EEFT B 0.04%
PSN D 0.04%
SLGN A 0.04%
KRC C 0.04%
SEE C 0.04%
CUZ B 0.04%
LOPE B 0.04%
RH B 0.04%
AGO B 0.04%
FIVE F 0.04%
ST F 0.04%
HCP B 0.04%
ROIV C 0.04%
AVT C 0.04%
WTM A 0.04%
HXL D 0.04%
OLN D 0.04%
TKR D 0.04%
SON D 0.04%
BYD C 0.04%
NXST C 0.04%
INSP D 0.04%
UGI A 0.04%
BROS B 0.04%
CIVI D 0.04%
OZK B 0.04%
AM A 0.04%
VNOM A 0.04%
U C 0.04%
VKTX F 0.04%
APPF B 0.04%
POST C 0.04%
SLM A 0.04%
LNC B 0.04%
CLF F 0.04%
CCCS B 0.04%
LEA D 0.04%
IONS F 0.04%
TPG A 0.04%
CRUS D 0.04%
BC C 0.04%
WEN D 0.03%
AMTM D 0.03%
BHF B 0.03%
SMG D 0.03%
PENN C 0.03%
VAC B 0.03%
ZI D 0.03%
HUN F 0.03%
YETI C 0.03%
NCNO B 0.03%
IRDM D 0.03%
EPR D 0.03%
ZG A 0.03%
HIW D 0.03%
PII D 0.03%
ACHC F 0.03%
FHB A 0.03%
IAC D 0.03%
NVST B 0.03%
SPR D 0.03%
W F 0.03%
TNL A 0.03%
NWS B 0.03%
NWL B 0.03%
PRGO B 0.03%
DNB B 0.03%
XRAY F 0.03%
MDU D 0.03%
NEU C 0.03%
DXC B 0.03%
MSM C 0.03%
ASH D 0.03%
PEGA A 0.03%
OGN D 0.03%
LINE F 0.03%
HOG D 0.03%
FLO D 0.03%
RARE D 0.03%
CHH A 0.03%
GFS C 0.03%
MSGS A 0.03%
GTES A 0.03%
AN C 0.03%
DLB B 0.03%
WLK D 0.03%
VSTS C 0.02%
CRI D 0.02%
UAA C 0.02%
ALAB B 0.02%
RKT F 0.02%
QDEL F 0.02%
LBTYK A 0.02%
INFA D 0.02%
LBTYA B 0.02%
IPGP D 0.02%
LCID F 0.02%
KSS F 0.02%
SHC F 0.02%
PPC C 0.02%
ADT C 0.02%
AZTA D 0.02%
RCM F 0.02%
AAP C 0.02%
HAYW B 0.02%
CWEN C 0.02%
JWN C 0.02%
PINC B 0.02%
ALGM D 0.02%
CPRI F 0.02%
SPB C 0.02%
MP B 0.02%
HHH B 0.02%
ENOV C 0.02%
MPW F 0.02%
AGR B 0.02%
BOKF B 0.02%
WU D 0.02%
CXT B 0.02%
APLS D 0.02%
COTY F 0.02%
CACC D 0.02%
DV C 0.02%
FIVN C 0.02%
TDC D 0.02%
SAM C 0.02%
COLM B 0.02%
VIRT B 0.02%
CC C 0.02%
AMKR D 0.02%
ECG C 0.02%
AMED F 0.02%
MAN D 0.02%
PAG B 0.02%
RNG B 0.02%
SNRE D 0.02%
NSA D 0.02%
LLYVK A 0.02%
PK B 0.02%
UWMC D 0.01%
PLTK B 0.01%
SEB F 0.01%
TFSL A 0.01%
WOLF F 0.01%
LOAR A 0.01%
CWEN C 0.01%
CNA B 0.01%
AS B 0.01%
CERT F 0.01%
PYCR C 0.01%
DDS B 0.01%
LLYVA A 0.01%
UI A 0.01%
TXG F 0.01%
SNDR B 0.01%
REYN D 0.01%
TRIP F 0.01%
LBRDA C 0.01%
LEG F 0.01%
DJT C 0.01%
GO C 0.01%
QS F 0.01%
CAR C 0.01%
FTRE D 0.01%
FWONA B 0.01%
UA C 0.01%
CLVT F 0.01%
LEN D 0.01%
BIRK D 0.01%
CNXC F 0.01%
PARAA B 0.0%
SEG B 0.0%
GRAL C 0.0%
UHAL D 0.0%
NFE D 0.0%
IWR Underweight 68 Positions Relative to JGRO
Symbol Grade Weight
NVDA C -10.41%
MSFT F -7.34%
AAPL C -7.14%
AMZN C -6.39%
META D -5.32%
GOOG C -4.59%
LLY F -3.1%
MA C -2.81%
AVGO D -2.48%
NFLX A -2.32%
ISRG A -1.88%
ORCL B -1.75%
TSLA B -1.62%
BX A -1.22%
KKR A -1.16%
INTU C -1.13%
TT A -1.07%
DASH A -1.02%
NOW A -1.0%
PANW C -1.0%
GS A -0.95%
BKNG A -0.94%
REGN F -0.9%
UBER D -0.87%
ANET C -0.78%
TSM B -0.74%
MMM D -0.72%
MCK B -0.7%
TJX A -0.62%
SNPS B -0.58%
SPOT B -0.58%
KO D -0.55%
TDG D -0.54%
SBUX A -0.54%
HD A -0.54%
MCO B -0.51%
ETN A -0.51%
PGR A -0.51%
BRK.A B -0.49%
IBM C -0.46%
CPRT A -0.44%
TMO F -0.43%
MCD D -0.42%
MELI D -0.41%
LRCX F -0.4%
EOG A -0.38%
PYPL B -0.37%
TEAM A -0.37%
AZO C -0.34%
STZ D -0.29%
APH A -0.29%
ABT B -0.26%
SHOP B -0.25%
CRWD B -0.24%
GEV B -0.22%
CRM B -0.22%
UNH C -0.19%
COP C -0.19%
SNOW C -0.15%
CMG B -0.13%
BABA D -0.12%
EW C -0.08%
MNST C -0.06%
ASML F -0.05%
FCX D -0.05%
ADBE C -0.04%
AMD F -0.03%
ABNB C -0.02%
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