Skip to content
etf.net

JUSA vs PCLG

JPMorgan U.S. Research Enhanced Large Cap ETF

JUSAANYSE Arca

Polen Focus Growth ETF

PCLGCNYSE Arca

Overlap

31.2%by weight

Expense ratio

JUSA −0.31pt a year

JUSA0.18%PCLG0.49%

Avg volume · 30D

JUSA 5.3×the volume

JUSA98.8KPCLG18.7K

JUSA vs PCLG Performance

Oct 31, 2025 – Nov 2, 2026

+10.3%JUSA−14.0%PCLG

Oct 31, 2025 to Nov 2, 2026. JUSA +10.3%. PCLG −14.0%. Use the arrow keys to read each point.−20%−10%0%Oct 2025May 2026Nov 2026
Expense ratio
JUSA 0.18%, better
PCLG 0.49%
Fund size
JUSA $745M
PCLG $86M
1Y total return
JUSA +10.3%, better
PCLG −14.0%
Yield (12M)
JUSA 0.72%
PCLG No data
Holdings
JUSA 265
PCLG 28
Avg volume (30D)
JUSA 98.8K sh, better
PCLG 18.7K sh
NAV per share
JUSA $67.75
PCLG $21.95
52W range

ETF.net Grade

JUSA: Cost 99, Risk 92, Mission 84, Tradability 59, Holdings 83, Durability 76. PCLG: Cost 62, Risk 15, Mission 75, Tradability 40, Holdings 43, Durability 42.
Pillar letters and Scores for JUSA, PCLG, with each pillar’s weight
PillarJUSAPCLG
Cost30% weightA99HigherB62
Mission25% weightA84HigherA75
Risk15% weightA92HigherF15
Tradability15% weightB59HigherC40
Holdings10% weightA83HigherC43
Durability5% weightA76HigherC42

Rank among US Active Growth funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. JUSA and PCLG are both graded against the same 90 US Active Growth funds, so their Grades compare head to head.

US Active Growth⁠

Category · 90 funds
See all 90 ›

JUSA ranks 1st and PCLG 58th of 90 funds in the US Active Growth Category.

  1. Rank 1AJUSAJPMorgan U.S. Research Enhanced Large Cap ETFScore 86
  2. Rank 2AGUSEGoldman Sachs Enhanced U.S. Equity ETFScore 84
  3. Rank 54CCWSAdvisorShares Focused Equity ETFScore 45
  4. Rank 58CPCLGPolen Focus Growth ETFScore 44
  5. Rank 59CGARYMango Growth ETFScore 43

Our read on each fund

ETF.net Research

JUSAAJPMorgan U.S. Research Enhanced Large Cap ETF

PCLGCPolen Focus 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.

PCLG Polen Capital's flagship Focus Growth playbook, ETF-wrapped: roughly 25 large companies picked for durable competitive advantages and steady earnings growth. Conviction over count, with no index to hide behind.

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.

PCLG The Fund seeks long-term growth of capital.

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.
  • PCLG Concentration is the design, not an accident: roughly 25 high-conviction growth companies held with low turnover, so research rather than index weights sets the portfolio.polencapital.compolencapital.com 2
  • The quality bar is spelled out: high returns on capital, a record of double-digit earnings growth, strong balance sheets and free cash flow, proven management.polencapital.compolencapital.com 2
  • At 0.49%, the fee sits below the 0.54% median for its active conviction-growth peer group, which is unusual for a boutique manager's marquee strategy.

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
  • PCLG Non-diversified by charter. With a portfolio this focused, one company's stumble lands harder than it would inside a broad large-cap index fund.yahoo.compolencapital.com
  • Launched in 2025 and thinly traded, so bid-ask spreads can run wider than the mega-ETFs and larger orders deserve more care.
  • Index-plus rivals in the same cohort cost less: JUSA at 0.12%, FELG at 0.18%. Hand-picked concentration carries a higher price tag.

Full JUSA profile⁠

Full PCLG profile⁠

JUSA vs PCLG Holdings

How JUSA and PCLG differ

Overlap by weight

31.2%

Shared holdings make up 78.7% of PCLG and 31.7% of JUSA.

Level by level

  • Holdings19 in both31.2%
  • Countryby domicile91.1%
  • Asset classEquity100%

Sector

No Sector split for PCLG.

Country, concentration and asset class

Country by domicile

Country weights in JUSA and PCLG, widest gap first
CountryMore in JUSAMore in PCLG
United StatesJUSA +8.8 points
CanadaPCLG +4.1 points
NetherlandsPCLG +2.8 points
TaiwanPCLG +2.0 points
Other countries (2)JUSA +0.1 points

Concentration

Weight in the 10 largest Holdings

  • JUSA37.4%
  • PCLG62.7%

Securities held

  • JUSA263
  • PCLG28

Asset class

JUSA
Equity
PCLG
Equity

Holdings

  • Only in JUSA244
  • In both19
  • Only in PCLG9

Only in JUSA

244 securities, 68.1% of JUSA by weight

  • Apple Inc Common Stock7.21%
  • Alphabet Inc-Cl A -2.53%
  • Micron Technology Inc1.49%

Only in PCLG

9 securities, 21.3% of PCLG by weight

  • Shopify Inc Npv4.50%
  • Idexx Labs Inc USD 0.13.28%
  • Airbnb Inc USD 0.00012.78%

Weight gaps

All 19 Holdings in both funds, largest gap first.

Holding weights in JUSA and PCLG, widest gap first
HoldingMore in JUSAMore in PCLG
Visa Inc Common Stock USDVPCLG +5.57 points
Mastercard Inc CommonMAPCLG +5.39 points
Servicenow Inc CommonNOWPCLG +4.75 points
Eli Lilly and CompanyLLYPCLG +4.57 points
Oracle Corp Common StockORCLPCLG +3.87 points
Microsoft Corp CommonMSFTPCLG +3.36 points
Broadcom Inc CommonAVGOPCLG +3.27 points
Alphabet Inc-Cl C -GOOGPCLG +3.06 points

All 261 JUSA holdings⁠All PCLG 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 PCLG Cost

Overpaying PCLG vs JUSA

$6,043

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • JUSA 0.18%

    $3,749

  • PCLG 0.49%

    $9,792

$10,000
30 years

Cost over time

  • JUSA 0.18%
  • PCLG 0.49%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K$8K$10K051015202530PCLG $9,792JUSA $3,749

Year by year

YearJUSAPCLGOverpaying
10$328$883$555
20$1,281$3,394$2,113
30$3,749$9,792$6,043

Expense ratio

  • 0.18%JUSA, cheaper
  • 0.49%PCLG
  • Middle half of US Active Growth funds
  • Median 0.55%

JUSA cheapest of 90 funds

PCLG 30th cheapest of 90 funds

JUSA vs PCLG Dividends

Last 12 months to Nov 2, 2026
Yield (12M)
JUSA 0.72%
PCLG No data
Payout (12M)
JUSA $0.49
PCLG No data
Last payment
JUSA $0.13
PCLG $0.0086
Ex-dividend
JUSA Sep 22, 2026
PCLG Dec 3, 2025
Paid on
JUSA Sep 24, 2026
PCLG Dec 4, 2025
Frequency
JUSA Quarterly
PCLG Irregular

Distribution history

Per share, 2025 to 2026, same scale for both

JUSAQuarterly · 6 paymentsAll JUSA payments⁠
One bar per payment. 6 payments from 2025 to 2026 YTD. Jun 24, 2025 $0.11; Sep 23, 2025 $0.15; Dec 16, 2025 $0.18; Mar 24, 2026 $0.11; Jun 23, 2026 $0.06; Sep 22, 2026 $0.13. Use the arrow keys to read each point.$0$0.202026YTD
PCLGIrregular · 1 paymentAll PCLG payments⁠
One bar per payment. 1 payment from 2025 to 2026 YTD. Dec 3, 2025 $0.0086. Use the arrow keys to read each point.$0$0.202026YTD

JUSA vs PCLG Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
JUSA 11.6%since Apr 2025PCLG 17.8%since Oct 2025
Return per unit of riskSharpe ratio, 3 years
JUSA 1.41since Apr 2025PCLG −0.81since Oct 2025
Worst fallMax drawdown, 5 years
JUSA −14.0%since Mar 2025PCLG −23.8%since Sep 2025
Market sensitivityBeta, 5 years
JUSA 0.98PCLG 1.14

JUSA and PCLG in the news

All news⁠

Popular comparisons

  • JUSAAvsGUSEA

    JPMorgan U.S. Research Enhanced Large Cap ETF · Goldman Sachs Enhanced U.S. Equity ETF

    Expense ratio
    0.18% · 0.30%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • PCLGCvsGUSEA

    Polen Focus Growth ETF · Goldman Sachs Enhanced U.S. Equity ETF

    Expense ratio
    0.49% · 0.30%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • JUSAAvsLRGCA

    JPMorgan U.S. Research Enhanced Large Cap ETF · AB US Large Cap Strategic Equities ETF

    Expense ratio
    0.18% · 0.39%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • PCLGCvsLRGCA

    Polen Focus Growth ETF · AB US Large Cap Strategic Equities ETF

    Expense ratio
    0.49% · 0.39%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • JUSAAvsFELGA

    JPMorgan U.S. Research Enhanced Large Cap ETF · Fidelity Enhanced Large Cap Growth ETF

    Expense ratio
    0.18% · 0.18%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • PCLGCvsFELGA

    Polen Focus Growth ETF · Fidelity Enhanced Large Cap Growth ETF

    Expense ratio
    0.49% · 0.18%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.