Compare · 2 funds side by side · dividends reinvested

IGM and JGRO

IGMiShares×JGROJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,692IGM · best of the two

02 / 04

IGM and JGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.9%+12.7%+34.9%+16.8%−15.5%25.9%$10.4B1.4

JPMorgan Active Growth ETFUS Stock Styles · Growth0.44%0.16%−1.9%−5.5%+20.5%[…]−15.4%18.7%$9.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IGM 2001 · JGRO 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $10.4B$21,692

IGM

JGRO

JPMorgan Active Growth ETF · $9.5B[…]

$10,000 five years ago, dividends reinvested · they hold 46.2% in common

IGMMeasureJGRO

+16.9%Year to dateJan 1 → Nov 4−1.9%

+12.7%1 yearTotal return−5.5%

+34.9%3 years · per year$10,000 became $24,548 · $17,489+20.5%

+16.8%5 years · per year$10,000 became $21,692 · […][…]

0.37%Expense ratio$37 · $44 a year on $10k · lower is better0.44%

0.15%Trailing 12-mo yield$15 · $16 a year on $10k0.16%

−15.5%Worst dropSmaller is better−15.4%

25.9%VolatilityLower is calmer18.7%

IGMJGRO Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3IGM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IGM vs JGRO: Top 5 Holdings

Today

IGM

39.7%in top 5

JGRO

in top 537.0%

IGMStockJGRO

8.5%NVDA12.4%

9.7%MSFT5.2%

9.6%AAPL6.2%

not top 5GOOG9.2%

7.4%AVGO4.0%

4.6%METAnot top 5

Held in common46.2%

End-of-day Nov 4, 2026 · share of each fund

IGM vs JGRO Returns, Every Period

iSharesIGM

+12.7%

past year

JGROJ.P. Morgan

−5.5%

past year

IGMJGROFaded: behind in that period

3–0IGM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: IGM vs JGRO

YTD

iSharesIGM

+16.9%

JGROJ.P. Morgan

−1.9%

+16.9%Year to date−1.9%

−15.5%Worst drop · 1Y−15.4%

25.9%Volatility · 1Y18.7%

0.1%Yield0.2%

$10.4BAssets$9.5B

3–1JGRO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IGM, JGRO

Today

0.37%lowest, IGM

FundExpense ratioFee$10k

IGM0.37%$37

JGRO0.44%$44

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IGM, JGRO

0.16%highest, JGRO

FundTrailing yieldYield$10k

JGRO0.16%$16

IGM0.15%$15

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$22most kept, IGM

IGM$15 − $37 = −$22

JGRO$16 − $44 = −$28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IGM, JGRO

Today

46.2%most shared, IGM and JGRO

IGMJGRO

IGM—46.2%

JGRO46.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.7%IGM, at 25.9% volatility

JGROWorst drop−15.4%18.7% vol

IGMWorst drop−15.5%25.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JGROIGM

−1.9%Year to date+16.9%

0.2%Yield0.1%

−5.5%Past year+12.7%

0.44%Fee0.37%

3–1IGM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026