JGRO vs RWL
Comparison between JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF) and INVESCO S&P 500 REVENUE ETF (RWL, ETF).
JGRO vs RWL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JGRO vs RWL - Holdings Comparison
JGRO and RWL have 81 common holdings. Overlap is 18.03%
JGRO's top 25 holdings weight is 66.10%. RWL's top 25 holdings weight is 37.72%.
| Rank | JGRO | RWL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.30% | AMAZON.COM INC (AMZN) - 4.17% |
| #2 | ALPHABET INC CLASS C (GOOG) - 10.71% | WALMART INC (WMT) - 3.31% |
| #3 | APPLE INC (AAPL) - 5.65% | APPLE INC (AAPL) - 2.36% |
| #4 | BROADCOM INC (AVGO) - 4.74% | UNITEDHEALTH GROUP INC (UNH) - 2.23% |
| #5 | MICRON TECHNOLOGY INC (MU) - 3.21% | MCKESSON CORP (MCK) - 2.19% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.16% | CVS HEALTH CORP (CVS) - 2.02% |
| #7 | TESLA INC (TSLA) - 2.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.97% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.54% | MICROSOFT CORP (MSFT) - 1.91% |
| #9 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.98% | CENCORA INC (COR) - 1.82% |
| #10 | ELI LILLY AND CO (LLY) - 1.86% | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #11 | THE GOLDMAN SACHS GROUP INC (GS) - 1.83% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.62% |
| #12 | WESTERN DIGITAL CORP (WDC) - 1.49% | COSTCO WHOLESALE CORP (COST) - 1.38% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.47% | NVIDIA CORP (NVDA) - 1.36% |
| #14 | n/a (TSM) - 1.40% | CARDINAL HEALTH INC (CAH) - 1.36% |
| #15 | PALO ALTO NETWORKS INC (PANW) - 1.35% | THE CIGNA GROUP (CI) - 1.25% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.26% | BANK OF AMERICA CORP (BAC) - 1.11% |
| #17 | MICROSOFT CORP (MSFT) - 1.12% | META PLATFORMS INC CLASS A (META) - 1.09% |
| #18 | GE VERNOVA INC (GEV) - 1.11% | ALPHABET INC CLASS C (GOOG) - 1.06% |
| #19 | APPLIED MATERIALS INC (AMAT) - 1.06% | ALPHABET INC CLASS A (GOOGL) - 1.05% |
| #20 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.05% | GENERAL MOTORS CO (GM) - 1.02% |
| #21 | JOHNSON & JOHNSON (JNJ) - 1.04% | UNITED AIRLINES HOLDINGS INC (UAL) - 0.38% |
| #22 | CIENA CORP (CIEN) - 1.04% | ARCHER-DANIELS-MIDLAND CO (ADM) - 0.38% |
| #23 | NATERA INC (NTRA) - 1.04% | ELI LILLY AND CO (LLY) - 0.36% |
| #24 | CATERPILLAR INC (CAT) - 1.03% | PRUDENTIAL FINANCIAL INC (PRU) - 0.35% |
| #25 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.00% | ACCENTURE PLC CLASS A (ACN) - 0.35% |
| Total Holdings | 129 | 466 |
JGRO vs RWL - Historical Returns
Returns include dividend reinvestment.
JGRO vs RWL - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | JGRO | RWL |
|---|---|---|
| 2026 | +3.51% | +17.10% |
| 2025 | +14.51% | +18.96% |
| 2024 | +34.94% | +15.91% |
| 2023 | +38.76% | +17.70% |
| 2022 | -10.03% | -6.69% |
| 2021 | N/A | +31.55% |
| 2020 | N/A | +8.40% |
| 2019 | N/A | +27.15% |
| 2018 | N/A | -8.46% |
| 2017 | N/A | +18.98% |
| 2016 | N/A | +13.58% |
| 2015 | N/A | -1.29% |
| 2014 | N/A | +14.33% |
| 2013 | N/A | +34.50% |
| 2012 | N/A | +16.05% |
| 2011 | N/A | -1.00% |
| 2010 | N/A | +15.28% |
| 2009 | N/A | +26.40% |
| 2008 | N/A | -34.19% |
JGRO vs RWL Drawdown Comparison
The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for RWL was -54.83%, occurring on Mar 9, 2009. Recovery took 688 trading sessions.
The current JGRO drawdown is -3.56%.
| Rank | JGRO | RWL |
|---|---|---|
| #1 | -22.70% Jan 23, 2025 - Jun 27, 2025 | -54.83% May 15, 2008 - Feb 8, 2011 |
| #2 | -17.88% Aug 16, 2022 - May 26, 2023 | -36.03% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -16.44% Oct 29, 2025 - May 13, 2026 | -21.38% Apr 29, 2011 - Feb 27, 2012 |
| #4 | -13.21% Jul 10, 2024 - Oct 11, 2024 | -19.49% Sep 21, 2018 - Jul 3, 2019 |
| #5 | -11.56% Jul 18, 2023 - Nov 20, 2023 | -17.50% Apr 20, 2022 - Jul 11, 2023 |
| #6 | -11.38% Jun 2, 2026 - Jul 29, 2026 | -15.27% May 21, 2015 - Jul 11, 2016 |
| #7 | -7.53% Mar 22, 2024 - May 15, 2024 | -14.39% Feb 19, 2025 - Jun 27, 2025 |
| #8 | -5.03% Dec 16, 2024 - Jan 22, 2025 | -11.74% Jan 26, 2018 - Sep 20, 2018 |
| #9 | -3.41% Dec 28, 2023 - Jan 10, 2024 | -10.32% Mar 26, 2012 - Aug 16, 2012 |
| #10 | -3.31% Oct 8, 2025 - Oct 24, 2025 | -10.20% Feb 26, 2008 - Apr 25, 2008 |
| #11 | -3.04% May 14, 2026 - Jun 1, 2026 | -9.19% Jul 31, 2023 - Dec 8, 2023 |
| #12 | -3.03% Oct 29, 2024 - Nov 6, 2024 | -7.72% Sep 19, 2014 - Nov 5, 2014 |
| #13 | -2.99% Nov 12, 2024 - Dec 2, 2024 | -6.84% Oct 18, 2012 - Dec 18, 2012 |
| #14 | -2.66% Jun 15, 2023 - Jun 30, 2023 | -6.80% Jul 12, 2019 - Sep 11, 2019 |
| #15 | -2.65% Aug 12, 2025 - Sep 8, 2025 | -6.75% Jan 11, 2022 - Mar 25, 2022 |
Correlation
Correlation between JGRO and RWL is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
JGRO vs RWL dividend yield comparison.
| Year | JGRO | RWL |
|---|---|---|
| 2026 | 0.00% | 0.61% |
| 2025 | 0.16% | 1.35% |
| 2024 | 0.10% | 1.43% |
| 2023 | 0.17% | 1.60% |
| 2022 | 0.16% | 1.62% |
| 2021 | 0.00% | 1.35% |
| 2020 | 0.00% | 1.75% |
| 2019 | 0.00% | 1.87% |
| 2018 | 0.00% | 1.99% |
| 2017 | 0.00% | 1.60% |
| 2016 | 0.00% | 1.71% |
| 2015 | 0.00% | 1.97% |
| 2014 | 0.00% | 1.43% |
| 2013 | 0.00% | 1.61% |
| 2012 | 0.00% | 1.89% |
| 2011 | 0.00% | 1.85% |
| 2010 | 0.00% | 1.34% |
| 2009 | 0.00% | 1.32% |
| 2008 | 0.00% | 1.21% |
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