JUSA vs SXQG

JUSAAJPMorgan U.S. Research Enhanced Large Cap ETF

SXQGCETC 6 Meridian Quality 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.

SXQG Born in 2021 as a Wichita advisor's in-house quant model: roughly 80 US stocks screened for profitability and balance-sheet discipline, micro-caps and illiquid laggards cut first. Costs 0.55%, near the going rate for active growth.

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.

SXQG The Fund seeks capital appreciation through active investment primarily in equity securities, mainly common stocks. Its quantitative selection process emphasizes companies with comparatively high quality and growth characteristics.

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.

• SXQG Quality here means numbers: high and improving profitability, low leverage and default risk, and companies funding dividends and buybacks without leaning on new stock or debt.sec.gov
• The model clears the deck first, cutting stocks under $500 million in size plus weak liquidity and poor 12-month momentum, then builds a concentrated book of about 80 names.sec.gov
• 0.55% a year, near the typical fee for active US growth funds, with no waiver propping that number up. The fund sits in the upper half of its peer group.
• Active and all-cap: the screen can reach into mid caps instead of stopping at the mega-cap growth names, which is where most of this category lives.sec.gov

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

• SXQG Small fund, light volume. The spread you pay getting in and out can matter more here than the expense ratio.
• Cheaper competition measured against the same Russell 1000 Growth benchmark: FELG charges 0.18%.
• Non-diversified by design. With about 80 names and a top-heavy build, individual stocks swing the result more than in a broad index fund.sec.gov

Full JUSA profile⁠

Full SXQG profile⁠