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Fund comparison · from official SEC filings

JLGMX vs LGILX: how much do they overlap?

JPMorgan Large Cap Growth Fund and Schwab Select Large Cap Growth Fund

Fund A

vs

Fund B

Holdings overlap

58%

of assets, by weight

Shared positions

80

of 85 / 121 holdings

JLGMX expense ratio

0.44%

net, per year

LGILX expense ratio

0.73%

net, per year

JLGMX and LGILX are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

JLGMX

LGILX

N

NVDANVIDIA CORP

9.79%

13.19%

A

AAPLAPPLE INC

8.71%

7.20%

M

MSFTMICROSOFT CORP

4.45%

5.46%

A

AMZNAMAZON.COM INC

1.95%

5.17%

A

AVGOBROADCOM INC

2.82%

3.87%

T

TSLATESLA INC

3.35%

3.85%

M

METAMETA PLATFORMS INC-CLASS A

2.99%

3.42%

M

MAMASTERCARD INC - A

2.25%

3.00%

G

GEVGE VERNOVA INC

2.22%

0.90%

J

JNJJOHNSON & JOHNSON

2.16%

0.89%

L

LLYELI LILLY & CO

2.08%

1.83%

W

WMTWALMART INC

1.96%

0.78%

G

GSGOLDMAN SACHS GROUP INC

1.94%

0.75%

N

NFLXNETFLIX INC

0.01%

1.66%

I

INSMINSMED INC

1.62%

0.65%

P

PMPHILIP MORRIS INTERNATIONAL

1.61%

0.64%

G

GILDGILEAD SCIENCES INC

1.60%

0.65%

E

EXMOCEXXON MOBIL CORP

1.49%

0.59%

G

GEGENERAL ELECTRIC

1.37%

0.56%

K

KOCOCA-COLA CO/THE

1.36%

0.56%

T

TSMTAIWAN SEMICONDUCTOR-SP ADR

1.33%

0.55%

M

MMM3M CO

1.33%

0.55%

I

IBMINTL BUSINESS MACHINES CORP

1.31%

0.53%

R

RTXRTX CORP

1.26%

0.50%

M

MRKMERCK & CO. INC.

1.22%

0.49%

Only in JLGMX

G

GOOGALPHABET INC-CL C

7.97%

J

JIMXXJPM PRIME MMKT-IM

4.65%

S

SCHWSCHWAB (CHARLES) CORP

1.12%

M

MGMXXJPMORGAN US GOVT MMKT-IM

0.10%

V

VSLXXJPMRGN SEC LND MMKT-AGNCY SL

0.02%

Only in LGILX

G

GOOGLALPHABET INC-CL A

8.89%

G

GVMXXSTATE ST INST US GOV MM-PREM

3.58%

C

COSTCOSTCO WHOLESALE CORP

1.41%

A

AMATAPPLIED MATERIALS INC

1.04%

V

VRTVERTIV HOLDINGS CO-A

0.84%

A

ASMLFASML HOLDING NV

0.78%

I

IBKRINTERACTIVE BROKERS GRO-CL A

0.61%

H

HWMHOWMET AEROSPACE INC

0.54%

D

DDOGDATADOG INC - CLASS A

0.49%

W

WABWABTEC CORP

0.47%

E

ECLECOLAB INC

0.46%

R

REGNREGENERON PHARMACEUTICALS

0.44%

S

SNPSSYNOPSYS INC

0.41%

Z

ZSZSCALER INC

0.41%

A

ASNDASCENDIS PHARMA A/S

0.38%

I

IDXXIDEXX LABORATORIES INC

0.36%

F

FICOFAIR ISAAC CORP

0.35%

A

AYIACUITY INC

0.34%

W

WMSADVANCED DRAINAGE SYSTEMS IN

0.34%

P

PODDINSULET CORP

0.33%

J

JCIJOHNSON CONTROLS INTERNATION

0.31%

V

VRTXVERTEX PHARMACEUTICALS INC

0.30%

P

PLPLANET LABS PBC

0.28%

D

DCIDONALDSON CO INC

0.22%

V

VIKVIKING HOLDINGS LTD

0.20%

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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.