JUSA vs TGRT

JUSAAJPMorgan U.S. Research Enhanced Large Cap ETF

TGRTAT. Rowe Price 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.

TGRT Old-school T. Rowe Price stock-picking in an ETF shell: roughly 90 US growth names chosen by hand, priced under the typical fund in its category. Conviction, not a closet index.

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.

TGRT The fund seeks long-term capital growth.

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.

• TGRT Charges 0.38%, below the 0.54% median for its active US growth cohort. Hands-on management without the usual active toll.
• About 90 holdings, primarily US growth equities. Concentrated enough that individual picks show up in results rather than dissolving into the benchmark.
• Stands among the stronger implementations in a crowded group of active US growth funds, with a multibillion-dollar asset base and steady day-to-day trading.

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

• TGRT Concentration cuts both ways. When large-cap growth falls out of favor, roughly 90 names offer less cushion than a broad-market index fund.
• Cheaper routes into the same space exist: JUSA at 0.12% and FELG at 0.18% run index-plus approaches for a fraction of the fee.
• Built for capital growth, not income: payouts come annually or semiannually. The ETF launched in 2023, so its record in this wrapper is short.

Full JUSA profile⁠

Full TGRT profile⁠