JUSA ranks 1st and ARWG 79th of 90 funds in the US Active Growth Category.
ARWG vs JUSA
JUSA −0.67pt a year
0.85%0.18%
JUSA 52.1×the volume
1.9K98.8K
ARWG vs JUSA Performance
+2.3%+10.4%
- ARWG 0.85%
- JUSA 0.18%, better
- ARWG $15M
- JUSA $745M
- ARWG
- JUSA +10.8%
- ARWG
- JUSA 0.72%
- ARWG 42
- JUSA 263
- ARWG 1.9K sh
- JUSA 98.8K sh, better
- ARWG $25.07
- JUSA $67.75
ETF.net Grade
| Pillar | ARWG | JUSA |
|---|---|---|
| Cost | F7 | A99Higher |
| Mission | A84 | |
| Risk | C54 | A92Higher |
| Tradability | F24 | B58Higher |
| Holdings | A89Higher | A84 |
| Durability | F11 | A76Higher |
Rank among US Active Growth funds
Same Category. ARWG and JUSA are both graded against the same 90 US Active Growth funds, so their Grades compare head to head.
Our read on each fund
ARWGD
JUSAA
In short
ARWG A boutique-run growth fund with a two-sided mandate: own US growth companies while writing capital preservation into the objective itself. Brand new, small, and priced like the active fund it is.
JUSA Active stock picking in index clothing: J.P. Morgan analysts tilt roughly 300 large caps while sector weights and risk stay close to the S&P 500, for 0.18% a year with no waiver attached.
Stated mandate
ARWG The Fund seeks long-term total returns while minimizing capital loss.
JUSA The fund seeks capital appreciation through active, fundamental, bottom-up selection of large-cap U.S. equities. It targets companies with strong long-term earnings potential and attractive valuations relative to peers.
Why people hold it
Worth knowing
ARWG vs JUSA Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
ARWG vs JUSA Cost
Overpaying ARWG vs JUSA
$12,450
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
ARWG 0.85%
$16,199
JUSA 0.18%
$3,749
Cost over time
Year by year
| Year | ARWG | JUSA | Overpaying |
|---|---|---|---|
| 10 | $1,508 | $328 | $1,180 |
| 20 | $5,706 | $1,281 | $4,425 |
| 30 | $16,199 | $3,749 | $12,450 |
- 0.85%ARWG
- 0.18%JUSA, cheaper
- Middle half of US Active Growth funds
- Median 0.55%
JUSA cheapest of 90 funds
ARWG 82nd cheapest of 90 funds
ARWG vs JUSA Dividends
- ARWG
- JUSA 0.72%
- ARWG
- JUSA $0.49
- ARWG $0.00067
- JUSA $0.13
- ARWG Sep 23, 2026
- JUSA Sep 22, 2026
- ARWG Sep 24, 2026
- JUSA Sep 24, 2026
- ARWG Twice a year
- JUSA Quarterly
Distribution history
ARWG vs JUSA Risk
Fall from peak · 5 years
Risk facts
- Volatility
- ARWG JUSA 11.6%
- Return per unit of risk
- ARWG JUSA 1.41
- Worst fall
- ARWG JUSA −14.0%
- Market sensitivity
- ARWG 0.82JUSA 0.98
ARWG and JUSA in the news
Popular comparisons
- 0.85% · 0.30%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.18% · 0.30%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.39%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.18% · 0.39%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.18% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

