JUSA ranks 1st and CLCG 60th of 90 funds in the US Active Growth Category.
CLCG vs JUSA
JUSA −0.32pt a year
0.50%0.18%
JUSA 41.4×the volume
2.39K98.8K
CLCG vs JUSA Performance
−2.1%+10.8%
- CLCG 0.50%
- JUSA 0.18%, better
- CLCG $27M
- JUSA $745M
- CLCG −2.1%
- JUSA +10.8%, better
- CLCG
- JUSA 0.72%
- CLCG 34
- JUSA 263
- CLCG 2.39K sh
- JUSA 98.8K sh, better
- CLCG $27.14
- JUSA $67.75
ETF.net Grade
| Pillar | CLCG | JUSA |
|---|---|---|
| Cost | B62 | A99Higher |
| Mission | A84 | |
| Risk | D37 | A92Higher |
| Tradability | F14 | B58Higher |
| Holdings | C40 | A84Higher |
| Durability | F19 | A76Higher |
Rank among US Active Growth funds
Same Category. CLCG 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
CLCGC
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
CLCG 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.
CLCG vs JUSA Cost
Overpaying CLCG vs JUSA
$6,230
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CLCG 0.50%
$9,979
JUSA 0.18%
$3,749
Cost over time
Year by year
| Year | CLCG | JUSA | Overpaying |
|---|---|---|---|
| 10 | $900 | $328 | $572 |
| 20 | $3,460 | $1,281 | $2,179 |
| 30 | $9,979 | $3,749 | $6,230 |
- 0.50%CLCG
- 0.18%JUSA, cheaper
- Middle half of US Active Growth funds
- Median 0.55%
JUSA cheapest of 90 funds
CLCG 33rd cheapest of 90 funds
CLCG vs JUSA Dividends
- CLCG
- JUSA 0.72%
- CLCG
- JUSA $0.49
- CLCG $0.02
- JUSA $0.13
- CLCG Dec 18, 2025
- JUSA Sep 22, 2026
- CLCG
- JUSA Sep 24, 2026
- CLCG Irregular
- JUSA Quarterly
Distribution history
CLCG vs JUSA Risk
Fall from peak · 5 years
Risk facts
- Volatility
- CLCG 17.9%JUSA 11.6%
- Return per unit of risk
- CLCG 0.20JUSA 1.41
- Worst fall
- CLCG −16.3%JUSA −14.0%
- Market sensitivity
- CLCG 1.28JUSA 0.98
CLCG and JUSA in the news
Popular comparisons
- 0.50% · 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.
- 0.50% · 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.
- 0.50% · 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.

