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Fund comparison · from official SEC filings

IWB vs JLGMX: how much do they overlap?

iShares Russell 1000 ETF and JPMorgan Large Cap Growth Fund

Fund A

vs

Fund B

Holdings overlap

46%

of assets, by weight

Shared positions

75

of 1,009 / 85 holdings

IWB expense ratio

0.15%

net, per year

JLGMX expense ratio

0.44%

net, per year

Shared holdings

Company

IWB

JLGMX

N

NVDANVIDIA CORP

6.77%

9.79%

A

AAPLAPPLE INC

6.07%

8.71%

G

GOOGALPHABET INC-CL C

2.25%

7.97%

M

MSFTMICROSOFT CORP

4.55%

4.45%

T

TSLATESLA INC

1.74%

3.35%

A

AMZNAMAZON.COM INC

3.31%

1.95%

M

METAMETA PLATFORMS INC-CLASS A

2.07%

2.99%

A

AVGOBROADCOM INC

2.37%

2.82%

M

MAMASTERCARD INC - A

0.67%

2.25%

G

GEVGE VERNOVA INC

0.39%

2.22%

J

JNJJOHNSON & JOHNSON

0.98%

2.16%

L

LLYELI LILLY & CO

1.22%

2.08%

W

WMTWALMART INC

0.90%

1.96%

G

GSGOLDMAN SACHS GROUP INC

0.41%

1.94%

I

INSMINSMED INC

0.06%

1.62%

P

PMPHILIP MORRIS INTERNATIONAL

0.43%

1.61%

G

GILDGILEAD SCIENCES INC

0.29%

1.60%

E

EXMOCEXXON MOBIL CORP

1.19%

1.49%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.47%

1.16%

G

GEGENERAL ELECTRIC

0.49%

1.37%

K

KOCOCA-COLA CO/THE

0.49%

1.36%

M

MMM3M CO

0.13%

1.33%

I

IBMINTL BUSINESS MACHINES CORP

0.37%

1.31%

R

RTXRTX CORP

0.43%

1.26%

M

MRKMERCK & CO. INC.

0.50%

1.22%

Only in IWB

G

GOOGLALPHABET INC-CL A

2.77%

J

JPMJPMORGAN CHASE & CO

1.33%

C

COSTCOSTCO WHOLESALE CORP

0.73%

B

BISXXBCF INSTITUTIONAL-SL AGNCY

0.66%

C

CVXCHEVRON CORP

0.64%

M

MUMICRON TECHNOLOGY INC

0.63%

C

CATCATERPILLAR INC

0.54%

H

HDHOME DEPOT INC

0.54%

B

BACBANK OF AMERICA CORP

0.53%

C

CSCOCISCO SYSTEMS INC

0.51%

A

AMATAPPLIED MATERIALS INC

0.45%

W

WFCWELLS FARGO & CO

0.41%

U

UNHUNITEDHEALTH GROUP INC

0.41%

L

LINLINDE PLC

0.39%

P

PEPPEPSICO INC

0.35%

V

VZVERIZON COMMUNICATIONS INC

0.35%

T

TAT&T INC

0.33%

C

CCITIGROUP INC

0.33%

I

INTCINTEL CORP

0.32%

K

KLACKLA CORP

0.32%

N

NEENEXTERA ENERGY INC

0.32%

M

MSMORGAN STANLEY

0.31%

T

TMOTHERMO FISHER SCIENTIFIC INC

0.31%

T

TJXTJX COMPANIES INC

0.30%

D

DISWALT DISNEY CO/THE

0.28%

Only in JLGMX

J

JIMXXJPM PRIME MMKT-IM

4.65%

T

TSMTAIWAN SEMICONDUCTOR-SP ADR

1.33%

B

BABAALIBABA GROUP HOLDING-SP ADR

0.87%

C

CLSCELESTICA INC

0.44%

M

MGMXXJPMORGAN US GOVT MMKT-IM

0.10%

M

MELIMERCADOLIBRE INC

0.09%

S

SHOPSHOPIFY INC - CLASS A

0.09%

H

HIMSHIMS & HERS HEALTH INC

0.04%

V

VSLXXJPMRGN SEC LND MMKT-AGNCY SL

0.02%

S

SESEA LTD-ADR

0.01%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.