GSGO vs JGRO

GSGO vs JGRO

Which is better, GSGO or JGRO?

GSGO has been ahead.

JGRO has a lower expense ratio. GSGO led over 1Y. JGRO is less concentrated, with 50.0% of the fund in its ten largest positions against 53.5%.

Lower Fees: JGROHigher Returns (1Y): GSGOLess Concentrated: JGRO

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

MetricGSGOJGRO
Expense Ratio0.45%0.44%Best
AUM$192M$10.1B
Dividend Yield0.00%0.15%
Holdings54134
YTD Return+11.08%Best+2.91%
1Y Return+12.54%Best+2.83%
3Y Return (annualized)-+19.98%
Top 10 Weight53.5%50.0%Best
Fund FamilyGoldman Sachs Asset ManagementJ.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 24, 1999Aug 8, 2022

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

GSGO 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 GSGO against instead:GSGO vs SPYGSGO vs QQQGSGO vs VOOGSGO vs VTIJGRO against:JGRO vs VXUS

GSGO vs JGRO Performance

Goldman Sachs Growth Opportunities ETF (GSGO) is an ETF from Goldman Sachs Asset Management and JPMorgan Active Growth ETF (JGRO) is an ETF from J.P. Morgan Asset Management. Over the past year GSGO returned +12.54% while JGRO returned +2.83%. Year to date, GSGO is up 11.08% versus a gain of 2.91% for JGRO.

Past performance does not guarantee future results.

Fees and Cost Over Time

GSGO charges 0.45% per year while JGRO charges 0.44%. On a $10,000 position that is $45 vs $44 annually, a gap of $1 per year that compounds over a long holding period. On income, GSGO currently yields 0.00% against 0.15% for JGRO.

Holdings Overlap

GSGO already in JGRO66.1%
JGRO already in GSGO59.8%

66.1% of GSGO's money is in holdings JGRO also owns. 59.8% of JGRO's money is in holdings GSGO also owns.

The two portfolios partly overlap.

28 positions in common, counted across the 53 positions we hold weights for in GSGO and 134 in JGRO, against full books of 54 and 134.

What only one of them owns

Our book lists 98 positions for JGRO that do not appear in our book for GSGO (37.4% of the fund), and 23 for GSGO that do not appear in JGRO (30.8%).

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 GSGOWeight in JGRODifference
NVDANvidia Corp12.73%12.10%0.63%
GOOGAlphabet Inc. C3.20%9.37%6.17%
MSFTMicrosoft Corp7.03%4.32%2.71%
METAMeta Platforms Inc5.19%3.09%2.10%
AAPLApple, Inc2.16%6.09%3.93%
AMDAdvanced Micro Devices Inc4.53%3.65%0.88%
MUMicron Technology, Inc.4.30%3.06%1.24%
AVGOBroadcom Inc2.56%4.12%1.56%
LLYEli Lilly & Co.2.55%2.34%0.21%
PANWPalo Alto Networks, Inc2.46%1.85%0.61%

66.1% of GSGO is already inside JGRO.

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

GSGOJGRO

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Frequently Asked Questions

Which is cheaper, GSGO or JGRO?

GSGO has an expense ratio of 0.45% while JGRO charges 0.44%. JGRO is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, GSGO or JGRO?

Over the past year GSGO returned +12.54% vs +2.83% for JGRO, so GSGO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between GSGO and JGRO?

66.1% of GSGO's money is in holdings JGRO also owns. 59.8% of JGRO's is in holdings GSGO also owns. They hold 28 positions in common, counted across the 53 positions we hold weights for in GSGO and 134 in JGRO.

Which pays a higher dividend, GSGO or JGRO?

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

Is JGRO better than GSGO?

JGRO has a lower expense ratio. GSGO led over 1Y. JGRO is less concentrated, with 50.0% of the fund in its ten largest positions against 53.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.