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JGRO vs PWB

JPMorgan Active Growth ETF vs Invesco Dynamic Large Cap Growth ETF

JGRO

JPMorgan Active Growth ETF

Annual cost

0.44%

Fund size

$10.1B

PWB

Invesco Dynamic Large Cap Growth ETF

Annual cost

0.55%

Fund size

$2.2B

Key differences

Both JGRO and PWB are equity ETFs. JGRO charges 0.44% a year and PWB 0.55%. The main difference: JGRO follows a active selection strategy; PWB uses index tracking.

  • JGRO follows a active selection strategy; PWB uses index tracking.
  • JGRO costs 0.11% less per year.
  • JGRO is much larger than PWB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PWB has delivered higher annualized returns.
  • PWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JGROPWB
Annual cost (TER)0.44%0.55%
Fund size (AUM)$10.1B$2.2B
Since20222005
Dividend yield0.15%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.2%+37.1%
CAGR 3Y+22.5%+32.7%
CAGR 5YN/A+16.9%
Sharpe 3Y0.971.38
Volatility 1Y15.81%19.16%
Max drawdown-22.70%-32.36%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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