Screener
JGRO vs SCHG
JPMorgan Active Growth ETF vs Schwab U.S. Large-Cap Growth ETF
Key differences
Both JGRO and SCHG are equity ETFs. JGRO charges 0.44% a year and SCHG 0.04%. The main difference: JGRO follows a active selection strategy; SCHG uses index tracking.
- JGRO follows a active selection strategy; SCHG uses index tracking.
- SCHG costs 0.40% less per year.
- SCHG is much larger than JGRO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHG has delivered higher annualized returns.
- SCHG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JGRO | SCHG | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.04% |
| Fund size (AUM) | $10.1B | $61.1B |
| Since | 2022 | 2009 |
| Dividend yield | 0.15% | 0.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.2% | +20.9% |
| CAGR 3Y | +22.5% | +24.9% |
| CAGR 5Y | N/A | +15.0% |
| Sharpe 3Y | 0.97 | 1.06 |
| Volatility 1Y | 15.81% | 15.79% |
| Max drawdown | -22.70% | -34.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.