AQLG vs JGRO

AQLG vs JGRO

Which is better, AQLG or JGRO?

JGRO costs less.

JGRO has a lower expense ratio. AQLG is less concentrated, with 35.5% of the fund in its ten largest positions against 50.0%.

Lower Fees: JGROLess Concentrated: AQLG

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

MetricAQLGJGRO
Expense Ratio0.65%0.44%Best
AUM$78M$10.1B
Dividend Yield0.00%0.15%
Holdings132134
YTD Return+4.25%Best+2.91%
1Y Return-+2.83%
3Y Return (annualized)-+19.98%
Top 10 Weight35.5%Best50.0%
Fund FamilyHighland Capital ManagementJ.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJun 8, 2026Aug 8, 2022

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

AQLG vs JGRO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare AQLG against instead:AQLG vs SPYAQLG vs QQQAQLG vs VOOAQLG vs VTIJGRO against:JGRO vs VXUS

AQLG vs JGRO Performance

HCM Large Cap Growth ETF (AQLG) is an ETF from Highland Capital Management and JPMorgan Active Growth ETF (JGRO) is an ETF from J.P. Morgan Asset Management. Year to date, AQLG is up 4.25% versus a gain of 2.91% for JGRO.

Past performance does not guarantee future results.

Fees and Cost Over Time

AQLG charges 0.65% per year while JGRO charges 0.44%. On a $10,000 position that is $65 vs $44 annually, a gap of $21 per year that compounds over a long holding period. On income, AQLG currently yields 0.00% against 0.15% for JGRO.

Holdings Overlap

AQLG already in JGRO43.0%
JGRO already in AQLG68.8%

43.0% of AQLG's money is in holdings JGRO also owns. 68.8% of JGRO's money is in holdings AQLG also owns.

The two portfolios partly overlap.

49 positions in common, counted across the 129 positions we hold weights for in AQLG and 134 in JGRO, against full books of 132 and 134.

What only one of them owns

Our book lists 76 positions for JGRO that do not appear in our book for AQLG (28.4% of the fund), and 74 for AQLG that do not appear in JGRO (54.2%).

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 AQLGWeight in JGRODifference
NVDANvidia Corp3.11%12.10%8.99%
AAPLApple, Inc5.44%6.09%0.65%
GOOGAlphabet Inc. C1.70%9.37%7.67%
MSFTMicrosoft Corp3.09%4.32%1.23%
AVGOBroadcom Inc3.00%4.12%1.12%
MUMicron Technology, Inc.2.86%3.06%0.20%
CRWDCrowdstrike Holdings Inc3.03%1.67%1.36%
METAMeta Platforms Inc1.08%3.09%2.01%
AMZNAmazon.Com Inc2.66%1.30%1.36%
AMDAdvanced Micro Devices, Inc0.09%3.65%3.56%

68.8% of JGRO is already inside AQLG.

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

AQLGJGRO

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Frequently Asked Questions

Which is cheaper, AQLG or JGRO?

AQLG has an expense ratio of 0.65% while JGRO charges 0.44%. JGRO is the cheaper option, by $21 a year on a $10,000 investment.

What is the holdings overlap between AQLG and JGRO?

68.8% of JGRO's money is in holdings AQLG also owns. 68.8% of JGRO's is in holdings AQLG also owns. They hold 49 positions in common, counted across the 129 positions we hold weights for in AQLG and 134 in JGRO.

Which pays a higher dividend, AQLG or JGRO?

AQLG yields 0.00% while JGRO yields 0.15%, so JGRO currently pays the higher dividend yield.

Is JGRO better than AQLG?

JGRO has a lower expense ratio. AQLG is less concentrated, with 35.5% of the fund in its ten largest positions against 50.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.