ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > JLGMX vs VUG Holdings as of March 31, 2026

JLGMX vs VUG: Portfolio Overlap

JPMorgan Large Cap Growth Fund vs Vanguard Growth Index Fund

51.2%
Weighted portfolio overlap
High Overlap

The two funds are running highly redundant strategies — the same market exposure is paid for through two expense ratios.

JLGMX
82 equity holdings
as of March 31, 2026
VUG
153 equity holdings
as of March 31, 2026
43 stocks held in common
Overlap View Venn Diagram
51.2% OVERLAP JLGMX VUG
Overlapping Holdings
10 Top 10 of 43 shared, by overlap contribution
# Stock JLGMX VUG Overlap%
1
NVDA
 10.29% 13.33% 10.29%
2
AAPL
 9.15% 12.33% 9.15%
3
MSFT
 4.68% 9.10% 4.68%
4
GOOG
 8.37% 4.39% 4.39%
5
TSLA
 3.52% 3.48% 3.48%
6
META
 3.14% 4.15% 3.14%
7
AVGO
 2.96% 4.41% 2.96%
8
LLY
 2.19% 2.60% 2.19%
9
AMZN
 2.05% 4.60% 2.05%
10
MA
 2.36% 1.33% 1.33%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
JNJ2.27%
WMT2.05%
GS2.04%
PM1.69%
GILD1.68%
Only in VUG — VANGUARD GROWTH INDEX FUND
StockWeight
GOOGL5.54%
COST1.48%
KLAC0.66%
TJX0.60%
BA0.53%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between JLGMX and VUG?

JLGMX (JPMorgan Large Cap Growth Fund) and VUG (Vanguard Growth Index Fund) share 51.2% portfolio overlap as of their March 31, 2026 filings, across 43 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do JLGMX and VUG invest in the same stocks?

Largely yes. A substantial portion of both portfolios consists of the same stocks, leaving limited room for differentiation.

What are the top stocks held by both JLGMX and VUG?

The most prominent shared holdings (by combined weight) are: NVDA, AAPL, MSFT. See the full common-holdings table on this page for weights in each fund.

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