JUSA vs SGRT

JUSAAJPMorgan U.S. Research Enhanced Large Cap ETF

SGRTCSMART Earnings Growth 30 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.

SGRT Active, concentrated, and unapologetic about it: a compact roster of U.S. large caps picked for earnings growing faster than the market, with the S&P 500 as the yardstick. Launched in 2025, so the record is still being written.

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.

SGRT The Fund seeks long-term capital appreciation. It actively invests in U.S.-listed large-cap equities selected for potential above-market earnings growth versus broader equity markets.

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.

• SGRT The mandate is specific: actively pick U.S.-listed large caps with above-market earnings growth, and get measured against the S&P 500. Easy to hold accountable.
• The "30" is the strategy. A compact roster means each holding carries real weight, unlike a broad index sleeve where one winner barely moves the needle.
• Not a fund you trade by appointment: it changes hands with reasonable regularity for something this new.
• Standard 1940 Act ETF plumbing behind it, so no exotic wrapper to decode before you look at the holdings.

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

• SGRT At 0.59% it prices above the typical fee in its group, and peers working the same enhanced large-cap idea charge far less: JUSA at 0.12%, FELG at 0.18%.
• A 2025 launch means the track record is short and has not yet spanned a full market cycle, so the stock picking is largely untested.
• Concentration cuts both ways: with few names, a single earnings miss lands harder than it would across a 500-stock portfolio.

Full JUSA profile⁠

Full SGRT profile⁠