JUSA ranks 1st and JXX 60th of 90 funds in the US Active Growth Category.
JUSA vs JXX
JUSA −0.39pt a year
0.18%0.57%
JUSA 68.1×the volume
98.8K1.45K
JUSA vs JXX Performance
+10.3%−1.7%
- JUSA 0.18%, better
- JXX 0.57%
- JUSA $745M
- JXX $21M
- JUSA +10.3%, better
- JXX −1.7%
- JUSA 0.72%, better
- JXX 0.00%
- JUSA 265
- JXX 24
- JUSA 98.8K sh, better
- JXX 1.45K sh
- JUSA $67.75
- JXX $27.97
ETF.net Grade
| Pillar | JUSA | JXX |
|---|---|---|
| Cost | A99Higher | C47 |
| Mission | A84 | |
| Risk | A92Higher | D33 |
| Tradability | B59Higher | C43 |
| Holdings | A83Higher | C40 |
| Durability | A76Higher | D36 |
Rank among US Active Growth funds
Same Category. JUSA and JXX are both graded against the same 90 US Active Growth funds, so their Grades compare head to head.
Our read on each fund
JUSAA
JXXC
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
JUSA vs JXX 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.
JUSA vs JXX Cost
Overpaying JXX vs JUSA
$7,522
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
JUSA 0.18%
$3,749
JXX 0.57%
$11,271
Cost over time
Year by year
| Year | JUSA | JXX | Overpaying |
|---|---|---|---|
| 10 | $328 | $1,023 | $695 |
| 20 | $1,281 | $3,921 | $2,640 |
| 30 | $3,749 | $11,271 | $7,522 |
- 0.18%JUSA, cheaper
- 0.57%JXX
- Middle half of US Active Growth funds
- Median 0.55%
JUSA cheapest of 90 funds
JXX 50th cheapest of 90 funds
JUSA vs JXX Dividends
- JUSA 0.72%, better
- JXX 0.00%
- JUSA $0.49
- JXX None
- JUSA $0.13
- JXX
- JUSA Sep 22, 2026
- JXX
- JUSA Sep 24, 2026
- JXX
- JUSA Quarterly
- JXX
Distribution history
JUSA vs JXX Risk
Fall from peak · 5 years
Risk facts
- Volatility
- JUSA 11.6%JXX 23.9%
- Return per unit of risk
- JUSA 1.41JXX 0.35
- Worst fall
- JUSA −14.0%JXX −23.7%
- Market sensitivity
- JUSA 0.98JXX 1.58
JUSA and JXX in the news
Popular comparisons
- 0.18% · 0.30%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.57% · 0.30%
- 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.
- 0.57% · 0.39%
- 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.
- 0.57% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

