JADE vs SCHD
JPMorgan Active Developing Markets Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. JADE delivered stronger 1-year returns. JADE offers more diversification with 135 holdings.
Side-by-Side Comparison
| Metric | JADE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $29M | $103.7B | |
| Dividend Yield | 1.10% | 3.31% | |
| Holdings | 155 | 104 | |
| YTD Return | +21.12% | +24.26% | |
| 1Y Return | +44.43% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 15.3% | 13.6% | |
| Max Drawdown | -16.7% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 16, 2024 | Oct 20, 2011 |
JADE vs SCHD Performance
JPMorgan Active Developing Markets Equity ETF (JADE) is a ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year JADE returned +44.43% while SCHD returned +31.38%. Year to date, JADE is up 21.12% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
JADE has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.6% 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 -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.10% against 3.31% for SCHD.
Holdings Overlap
JADE and SCHD share 0 holdings out of 235 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $59 per year of difference.
Which performed better, JADE or SCHD?
Over the past year JADE returned +44.43% vs +31.38% for SCHD, so JADE leads on 1-year performance. Over the longest common window we track (2 years), JADE annualized +26.28% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, JADE or SCHD?
JADE has been the more volatile fund at 15.3% annualized versus 13.6% for SCHD. Worst drawdown: JADE -16.7% vs SCHD -33.4%.
Should I hold both JADE and SCHD?
JADE and SCHD have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JADE and SCHD?
JADE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 235 unique securities.
Which pays a higher dividend, JADE or SCHD?
JADE yields 1.10% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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