BGGG vs JDIV

BGGG vs JDIV

Which is better, BGGG or JDIV?

JDIV has been ahead.

JDIV has a lower expense ratio. JDIV led over 1Y. JDIV is less concentrated, with 30.7% of the fund in its ten largest positions against 52.5%.

Lower Fees: JDIVHigher Returns (1Y): JDIVLess Concentrated: JDIV

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

MetricBGGGJDIV
Expense Ratio0.70%0.47%Best
AUM$282M$13M
Dividend Yield0.00%1.56%
Holdings4398
YTD Return-6.81%+5.43%Best
1Y Return-+7.36%
Top 10 Weight52.5%30.7%Best
Fund FamilyBaillie Gifford FundsJ.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJun 1, 2026Sep 25, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

BGGG vs JDIV 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 BGGG against instead:BGGG vs SPYBGGG vs QQQBGGG vs VOOBGGG vs VTIJDIV against:JDIV vs VXUS

BGGG vs JDIV Performance

Baillie Gifford Long Term Global Growth ETF (BGGG) is an ETF from Baillie Gifford Funds and JPMorgan Dividend Leaders ETF (JDIV) is an ETF from J.P. Morgan Asset Management. Year to date, BGGG is down 6.81% versus a gain of 5.43% for JDIV.

Past performance does not guarantee future results.

Fees and Cost Over Time

BGGG charges 0.70% per year while JDIV charges 0.47%. On a $10,000 position that is $70 vs $47 annually, a gap of $23 per year that compounds over a long holding period. On income, BGGG currently yields 0.00% against 1.56% for JDIV.

Holdings Overlap

BGGG already in JDIV17.9%
JDIV already in BGGG5.9%

17.9% of BGGG's money is in holdings JDIV also owns. 5.9% of JDIV's money is in holdings BGGG also owns.

BGGG and JDIV share little of their money.

3 positions in common, counted across the 40 positions we hold weights for in BGGG and 87 in JDIV, against full books of 43 and 98.

What only one of them owns

Our book lists 49 positions for JDIV that do not appear in our book for BGGG (57.2% of the fund), and 22 for BGGG that do not appear in JDIV (49.4%).

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 BGGGWeight in JDIVDifference
NVDANvidia Corp8.28%2.87%5.41%
ASML:ASASML Holding NV - Ordinary Shares7.86%1.89%5.97%
LRCXLrcx Uw Equity1.74%1.12%0.62%

You are not choosing between two funds in isolation.

Whichever of BGGG and JDIV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BGGGJDIV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BGGG or JDIV?

BGGG has an expense ratio of 0.70% while JDIV charges 0.47%. JDIV is the cheaper option, by $23 a year on a $10,000 investment.

What is the holdings overlap between BGGG and JDIV?

17.9% of BGGG's money is in holdings JDIV also owns. 5.9% of JDIV's is in holdings BGGG also owns. They hold 3 positions in common, counted across the 40 positions we hold weights for in BGGG and 87 in JDIV.

Which pays a higher dividend, BGGG or JDIV?

BGGG yields 0.00% while JDIV yields 1.56%, so JDIV currently pays the higher dividend yield.

Is JDIV better than BGGG?

JDIV has a lower expense ratio. JDIV led over 1Y. JDIV is less concentrated, with 30.7% of the fund in its ten largest positions against 52.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.