JUSA vs MFIG

JUSAAJPMorgan U.S. Research Enhanced Large Cap ETF

MFIGCMotley Fool Innovative Growth ETF

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.

MFIG The Motley Fool's stock-picking philosophy, coded into a rules-based index. MFIG is a young US growth fund that follows an innovation screen instead of a manager's hunches, and charges 0.50% for the house view.

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.

MFIG The Fund seeks pre-expense total returns that generally correspond to the total return performance of the Motley Fool Innovative Growth Index. It uses a passive indexing approach to track that index.

Why people hold it

• 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.

• MFIG Rules first: a published index selects holdings with an Innovative Growth Factor Score, so the Fool's growth style shows up as a repeatable screen, not discretion.
• Plain plumbing: an all-US stock mandate in a standard 1940 Act ETF wrapper, so 1099s rather than K-1s and daily creation and redemption.
• The portfolio build is the sturdiest part of the package, holding up better against US growth peers than the price tag does.

Worth knowing

• 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

• MFIG You pay up for the house view at 0.50%. Broad US growth funds like VUG and SCHG run at a few basis points, a gap that shows up every year.
• Young and small: it launched in December 2025, and light trading in a small fund can mean wider spreads than the mega-ETFs.
• Not an income story. The mandate is total return from innovative growth names, and distributions have not been part of the picture.

Full JUSA profile⁠

Full MFIG profile⁠