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JUSA vs SSMG

JPMorgan U.S. Research Enhanced Large Cap ETF

JUSAANYSE Arca

Virtus Silvant Small/Mid Growth ETF

SSMGCNYSE Arca

Overlap

Expense ratio

JUSA −0.21pt a year

JUSA0.18%SSMG0.39%

Avg volume · 30D

JUSA 413.2×the volume

JUSA98.8KSSMG239

JUSA vs SSMG Performance

Jul 31, 2026 – Oct 30, 2026

+0.5%JUSA−9.4%SSMG

Jul 31, 2026 to Oct 30, 2026. JUSA +0.5%. SSMG −9.4%. Use the arrow keys to read each point.−5%5%10%Jul 2026Sep 2026Oct 2026
Expense ratio
JUSA 0.18%, better
SSMG 0.39%
Fund size
JUSA $745M
SSMG $3M
1Y total return
JUSA +10.8%
SSMG No data
Yield (12M)
JUSA 0.72%
SSMG No data
Holdings
JUSA 263
SSMG 83
Avg volume (30D)
JUSA 98.8K sh, better
SSMG 239 sh
NAV per share
JUSA $67.75
SSMG $23.96
52W range

ETF.net Grade

JUSA: Cost 99, Risk 92, Mission 84, Tradability 58, Holdings 84, Durability 76. SSMG: Cost 82, Risk 19, Mission not scored, Tradability 8, Holdings 85, Durability 32.
Pillar letters and Scores for JUSA, SSMG, with each pillar’s weight
PillarJUSASSMG
Cost30% weightA99HigherA82
Mission25% weightA84Not scored
Risk15% weightA92HigherF19
Tradability15% weightB58HigherF8
Holdings10% weightA84A85Higher
Durability5% weightA76HigherD32

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 SSMG 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 SSMG 64th 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 64CPCLCPolen 5Perspectives Large Growth ETFScore 40
  4. Rank 64CSSMGVirtus Silvant Small/Mid Growth ETFScore 40
  5. Rank 64CTLGTouchstone Large Company Growth ETFScore 40

Our read on each fund

ETF.net Research

JUSAAJPMorgan U.S. Research Enhanced Large Cap ETF

SSMGCVirtus Silvant Small/Mid 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.

SSMG Silvant brings its small/mid-cap growth playbook to an ETF wrapper: roughly 80 US names, hand-picked one at a time, priced under the typical active growth fund. Down-cap conviction in a shelf full of large-cap engines.

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.

SSMG The Fund seeks capital appreciation.

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.
  • SSMG Charges 0.39% a year against a 0.54% median for its active growth peer group. Cheap shelf space for a stock-picked portfolio.
  • Its conviction-growth cohort leans large-cap (JUSA, FELG, MAGS). SSMG fishes lower: US small- and mid-caps, about 80 holdings.
  • Actively run and focused: roughly 70 to 90 stocks the team ties to secular trends or company-specific growth drivers, chosen bottom-up rather than copied from an index.sec.govyahoo.com

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
  • SSMG Launched in 2026 with a small asset base and light trading, so the wrapper's record is short and spreads can be wider than on household-name funds.
  • The mandate is capital appreciation, full stop. This has not been an income payer.
  • Small- and mid-cap growth moves harder in both directions than large-cap growth, and with only about 80 names, individual stocks carry real weight.yahoo.com

Full JUSA profile⁠

Full SSMG profile⁠

JUSA vs SSMG 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 SSMG Cost

Overpaying SSMG vs JUSA

$4,149

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

  • JUSA 0.18%

    $3,749

  • SSMG 0.39%

    $7,898

$10,000
30 years

Cost over time

  • JUSA 0.18%
  • SSMG 0.39%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K$8K051015202530SSMG $7,898JUSA $3,749

Year by year

YearJUSASSMGOverpaying
10$328$705$377
20$1,281$2,725$1,444
30$3,749$7,898$4,149

Expense ratio

  • 0.18%JUSA, cheaper
  • 0.39%SSMG
  • Middle half of US Active Growth funds
  • Median 0.55%

JUSA cheapest of 90 funds

SSMG 14th cheapest of 90 funds

JUSA vs SSMG Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
JUSA 0.72%
SSMG No data
Payout (12M)
JUSA $0.49
SSMG None
Last payment
JUSA $0.13
SSMG No data
Ex-dividend
JUSA Sep 22, 2026
SSMG No data
Paid on
JUSA Sep 24, 2026
SSMG No data
Frequency
JUSA Quarterly
SSMG No data

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
SSMGAll SSMG payments⁠

No distribution history available.

JUSA vs SSMG 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 2025SSMG No data
Return per unit of riskSharpe ratio, 3 years
JUSA 1.41since Apr 2025SSMG No data
Worst fallMax drawdown, 5 years
JUSA −14.0%since Mar 2025SSMG No data
Market sensitivityBeta, 5 years
JUSA 0.98SSMG 1.34

JUSA and SSMG in the news

All news⁠

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