JUSA

ETFActive

JPMorgan U.S. Research Enhanced Large Cap ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.20%
Annual Cost per $10K
$20.00
30-Year Fee Drag per $10K
$4,155
at 7% annual return
Fund Type
ETF
Active

Asset Allocation

US Equity
95%
Intl Equity
4%
Cash
1%

Fee Comparison

JUSA
0.20%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

81% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+21.34%8 months
Compare to

Fee Impact Calculator

$
%
JUSA at 0.20%$359,838
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$20,774
Cost vs index fund−$17,586

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
JUSAJPMorgan U.S. Research Enhanced Large Cap ETF0.20%
FXAIXFidelity 500 Index Fund0.01%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND0.03%
IVViShares Core S&P 500 ETF0.03%
VOOVANGUARD 500 INDEX FUND0.03%
SPYSPDR S&P 500 ETF Trust0.09%
FSKAXFidelity Total Market Index Fund0.01%
VPMAXVANGUARD PRIMECAP FUND0.31%
QQQInvesco QQQ Trust0.20%
IWFiShares Russell 1000 Growth ETF0.18%
VINIXVANGUARD INSTITUTIONAL INDEX FUND$1M min0.03%
IWDiShares Russell 1000 Value ETF0.18%
SCHDSchwab U.S. Dividend Equity ETF0.06%
SWPPXSchwab S&P 500 Index Fund0.02%
FCFMXFidelity Series Total Market Index Fund0.00%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
VUGVANGUARD GROWTH INDEX FUND0.04%
XLKThe Technology Select Sector SPDR Fund0.08%
QUALiShares MSCI USA Quality Factor ETF0.15%
ITOTiShares Core S&P Total U.S. Stock Market ETF0.03%
XLFThe Financial Select Sector SPDR Fund0.08%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
AWSHXWashington Mutual Investors Fund0.31%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
QQQMInvesco NASDAQ 100 ETF0.15%
WFSPXiShares S&P 500 Index Fund0.22%
VBVANGUARD SMALL-CAP INDEX FUND0.05%
FGCKXFidelity Growth Company Fund0.45%
IWBiShares Russell 1000 ETF0.15%
VTVVANGUARD VALUE INDEX FUND0.04%
VOVANGUARD MID-CAP INDEX FUND0.04%
SPYMSPDR(R) Portfolio S&P 500 ETF0.02%
SCHXSchwab U.S. Large-Cap ETF0.03%
VXFVANGUARD EXTENDED MARKET INDEX FUND0.05%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
VWNAXVANGUARD WINDSOR II FUND0.23%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
IJHiShares Core S&P Mid-Cap ETF0.05%
XLEThe Energy Select Sector SPDR Fund0.08%
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND0.09%
DGROiShares Core Dividend Growth ETF0.08%
QCGRFXCollege Retirement Equities Fund - Growth Account
XLVThe Health Care Select Sector SPDR Fund0.08%
SCHBSchwab U.S. Broad Market ETF0.03%
BBGLXBridge Builder Large Cap Growth Fund0.19%
IVWiShares S&P 500 Growth ETF0.18%
IVEiShares S&P 500 Value ETF0.18%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
FSMDXFidelity Mid Cap Index Fund0.03%
PRUIXT. Rowe Price Equity Index 500 Fund0.05%
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND0.05%
SPYVSPDR Portfolio S&P 500 Value ETF0.04%
MFEKXMFS Growth Fund0.49%
XLYThe Consumer Discretionary Select Sector SPDR Fund0.08%
VNQVANGUARD REAL ESTATE INDEX FUND0.27%
DFACDimensional U.S. Core Equity 2 ETF0.17%
USMViShares MSCI USA Min Vol Factor ETF0.15%
SCHGSchwab U.S. Large-Cap Growth ETF0.04%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
RSPInvesco S&P 500 Equal Weight ETF0.20%
VWNEXVANGUARD WINDSOR FUND0.26%
VBRVANGUARD SMALL-CAP VALUE INDEX FUND0.07%
FZROXFidelity ZERO Total Market Index Fund0.00%
COWZPacer US Cash Cows 100 ETF0.49%
ESGUiShares ESG Aware MSCI USA ETF0.15%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
SPYGSPDR Portfolio S&P 500 Growth ETF0.04%
SCHASchwab U.S. Small-Cap ETF0.04%
SWTSXSchwab Total Stock Market Index Fund0.03%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND0.06%
TEQWXNuveen Equity Index Fund0.05%
FSAKXStrategic Advisers U.S. Total Stock Fund0.21%
IWSiShares Russell Mid-Cap Value ETF0.23%
FSUVXFidelity SAI U.S. Low Volatility Index Fund0.10%
FSPGXFidelity Large Cap Growth Index Fund0.03%
FGKFXFidelity Growth Company K6 Fund0.45%
HNACXHarbor Capital Appreciation Fund0.59%
FNDXSchwab Fundamental U.S. Large Company ETF0.25%
FNDASchwab Fundamental U.S. Small Company ETF0.25%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
NOSIXStock Index Fund0.05%
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND0.07%
VVVANGUARD LARGE-CAP INDEX FUND0.04%
IWViShares Russell 3000 ETF0.20%
XAOKXVIP Index 500 Portfolio0.09%
IUSViShares Core S&P U.S. Value ETF0.04%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
SNXFXSchwab 1000 Index Fund0.05%
SPHQInvesco S&P 500 Quality ETF0.15%
PFFiShares Preferred and Income Securities ETF0.45%
MTUMiShares MSCI USA Momentum Factor ETF0.15%
SSEYXState Street Equity 500 Index II Portfolio0.02%
FCGSXFidelity Series Growth Company Fund0.00%
PCUZXT. Rowe Price U.S. Equity Research Fund0.33%
CMEUXSix Circles Managed Equity Portfolio U.S. Unconstrained Fund0.06%
SCHVSchwab U.S. Large-Cap Value ETF0.04%
PRILXParnassus Core Equity Fund$1M min0.61%
IUSGiShares Core S&P U.S. Growth ETF0.04%
CUSUXSix Circles U.S. Unconstrained Equity Fund0.05%
USPRXVictory 500 Index Fund0.15%

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