JADB vs SCHD
JADB vs SCHD
Aptus January Deep Buffer ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | JADB | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.06% | |
| AUM | $2M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 0 | 104 | |
| YTD Return | +3.07% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -1.7% | -33.4% | |
| Fund Family | Aptus ETFs | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | May 5, 2026 | Oct 20, 2011 |
JADB vs SCHD Performance
Aptus January Deep Buffer ETF (JADB) is a ETF from Aptus ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, JADB is up 3.07% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.7% for JADB and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
JADB charges 0.25% per year while SCHD charges 0.06%. On a $10,000 position that is $25 vs $6 annually, a gap of $19 per year that compounds over a long holding period. On income, JADB currently yields 0.00% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, JADB or SCHD?
JADB has an expense ratio of 0.25% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which pays a higher dividend, JADB or SCHD?
JADB yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.