JUSA ranks 1st and BGUS 44th of 90 funds in the US Active Growth Category.
BGUS vs JUSA
JUSA −0.42pt a year
0.60%0.18%
JUSA 18.2×the volume
5.42K98.8K
BGUS vs JUSA Performance
+1.8%+0.5%
- BGUS 0.60%
- JUSA 0.18%, better
- BGUS $10M
- JUSA $745M
- BGUS
- JUSA +10.8%
- BGUS
- JUSA 0.72%
- BGUS 47
- JUSA 263
- BGUS 5.42K sh
- JUSA 98.8K sh, better
- BGUS $26.20
- JUSA $67.75
ETF.net Grade
| Pillar | BGUS | JUSA |
|---|---|---|
| Cost | D34 | A99Higher |
| Mission | A84 | |
| Risk | A76 | A92Higher |
| Tradability | C49 | B58Higher |
| Holdings | B69 | A84Higher |
| Durability | F11 | A76Higher |
Rank among US Active Growth funds
Same Category. BGUS 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
BGUSC
JUSAA
In short
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
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
BGUS 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.
BGUS vs JUSA Cost
Overpaying BGUS vs JUSA
$8,068
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BGUS 0.60%
$11,817
JUSA 0.18%
$3,749
Cost over time
Year by year
| Year | BGUS | JUSA | Overpaying |
|---|---|---|---|
| 10 | $1,076 | $328 | $748 |
| 20 | $4,116 | $1,281 | $2,835 |
| 30 | $11,817 | $3,749 | $8,068 |
- 0.60%BGUS
- 0.18%JUSA, cheaper
- Middle half of US Active Growth funds
- Median 0.55%
JUSA cheapest of 90 funds
BGUS 59th cheapest of 90 funds
BGUS vs JUSA Dividends
- BGUS
- JUSA 0.72%
- BGUS None
- JUSA $0.49
- BGUS
- JUSA $0.13
- BGUS
- JUSA Sep 22, 2026
- BGUS
- JUSA Sep 24, 2026
- BGUS
- JUSA Quarterly
Distribution history
BGUS vs JUSA Risk
Fall from peak · 5 years
Risk facts
- Volatility
- BGUS JUSA 11.6%
- Return per unit of risk
- BGUS JUSA 1.41
- Worst fall
- BGUS JUSA −14.0%
- Market sensitivity
- BGUS 0.00JUSA 0.98
BGUS and JUSA in the news
Popular comparisons
- 0.60% · 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.
- 0.60% · 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.
- 0.60% · 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.

