JADE vs SCHD
JPMorgan Active Developing Markets Equity ETF vs Schwab US Dividend Equity ETF
Which is better, JADE or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. JADE led over 1Y and the full window. JADE is less concentrated, with 35.7% of the fund in its ten largest positions against 41.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JADE | SCHD |
|---|---|---|
| Expense Ratio | 0.65% | 0.06%Best |
| AUM | $32M | $112.2B |
| Dividend Yield | 1.89% | 3.13% |
| Holdings | 148 | 103 |
| YTD Return | +26.57% | +27.56%Best |
| 1Y Return | +48.50%Best | +30.29% |
| 3Y Return (annualized) | - | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Volatility (annualized) | 15.1% | 12.9%Best |
| Max Drawdown | -16.7% | -16.1%Best |
| $10,000 over 2.3 years | $17,558Best | $14,172 |
| Top 10 Weight | 35.7%Best | 41.5% |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 16, 2024 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 17, 2024 to Sep 4, 2026 (2.3 years).
JADE vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.3 years both funds cover.
JADE vs SCHD Performance
JPMorgan Active Developing Markets Equity ETF (JADE) is an ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year JADE returned +48.50% while SCHD returned +30.29%. Year to date, JADE is up 26.57% versus a gain of 27.56% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JADE has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.9% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -16.7% for JADE and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.27. They move largely independently of each other.
Fees and Cost Over Time
JADE charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, JADE currently yields 1.89% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 132 holdings in JADE and 100 in SCHD, totalling 98.4% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 132 positions we hold weights for in JADE and 100 in SCHD, against full books of 148 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for JADE (99.7% of the fund), and 14 for JADE that do not appear in SCHD (5.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of JADE and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JADE or SCHD?
JADE has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option, by $59 a year on a $10,000 investment.
Which performed better, JADE or SCHD?
Over the past year JADE returned +48.50% vs +30.29% for SCHD, so JADE leads on 1-year performance. Over the longest common window we track (2 years), JADE annualized +27.73% vs +16.37% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JADE or SCHD?
JADE has been the more volatile fund at 15.1% annualized versus 12.9% for SCHD. Worst drawdown: JADE -16.7% vs SCHD -16.1%.
Should I hold both JADE and SCHD?
JADE and SCHD have a monthly-return correlation of 0.27, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, JADE or SCHD?
JADE yields 1.89% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than JADE?
SCHD has a lower expense ratio. JADE led over 1Y and the full window. JADE is less concentrated, with 35.7% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.