GK vs JUSA

GKDAdvisorShares Gerber Kawasaki ETF

JUSAAJPMorgan U.S. Research Enhanced Large Cap ETF

In short

GK A working wealth-management firm's conviction list, wrapped in an ETF. Active, US-only, about 30 growth stocks, benchmarked against the S&P 500. No index committee in the middle.

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

GK The Fund seeks long-term capital appreciation. It is actively managed and invests primarily in U.S. exchange-traded equity securities through a focused portfolio of growth stocks.

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

• GK Actively managed, not index-shadowing: a focused book of US exchange-traded growth stocks chosen for long-term capital appreciation.advisorshares.com
• Roughly 30 positions, so individual picks actually register. Conviction you can see, unlike a 300-name theme basket where any one name barely moves the needle.
• The mandate is legible: US-listed equities, growth tilt, measured against the S&P 500. You know what you own and what it is judged by.advisorshares.com
• Live since 2021, so the strategy has a real-market record rather than a backtest.

• JUSA 0.18% a year with no waiver propping it up, below its category median. GUSE charges 0.30% and LRGC 0.39% for similar enhanced-index work; FELG ties it at 0.18%.
• Active where it counts, plain where it doesn't: bottom-up stock picks across roughly 300 large caps, with sector mix and risk profile kept close to the S&P 500.jpmorgan.com
• Stands among the strongest implementations in a 90-fund peer group of active large-cap funds, helped by a low fee and tightly managed risk.

Worth knowing

• GK 1.31% a year is roughly double the typical disruptive-innovation fund, and index peers like KOMP (0.20%) and XT (0.46%) charge a fraction of it.
• Small asset base and thin trading. Spreads can widen, so limit orders and quiet mid-session moments matter more here than with a mega-fund.
• About 30 US growth names means no geographic ballast and real single-stock risk. Distributions arrive once or twice a year; income is not the job.

• JUSA Launched in March 2025, so there is only a short live record on this ticker to judge.
• Moderately traded rather than a volume monster, so spreads can run wider than the giant index funds', especially in fast markets.
• Tracking the S&P 500's sector weights limits how far results can stray from the benchmark in either direction. This is a nudge on the index, not a different bet.jpmorgan.com

Full GK profile⁠

Full JUSA profile⁠