JCE vs SCHD
Nuveen Core Equity Alpha Fund vs Schwab US Dividend Equity ETF
Which is better, JCE or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. JCE led over 3Y and 5Y, SCHD over 1Y and the full window.
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 | JCE | SCHD |
|---|---|---|
| Expense Ratio | 1.02% | 0.06%Best |
| AUM | $301M | $119.9B |
| Dividend Yield | 7.70% | 2.96% |
| Holdings | 142 | 204 |
| YTD Return | +12.00% | +29.95%Best |
| 1Y Return | +14.51% | +37.26%Best |
| 3Y Return (annualized) | +19.11%Best | +19.10% |
| 5Y Return (annualized) | +9.89%Best | +9.87% |
| Volatility (annualized) | 20.7% | 13.9%Best |
| Max Drawdown | -54.5% | -33.4%Best |
| $10,000 over 5 years | $16,025Best | $16,010 |
| Fund Family | Nuveen | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 27, 2007 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Nov 6, 2026 (15 years).
JCE 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 15 years both funds cover.
JCE vs SCHD Performance
Nuveen Core Equity Alpha Fund (JCE) is an ETF from Nuveen and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year JCE returned +14.51% while SCHD returned +37.26%. Year to date, JCE is up 12.00% versus a gain of 29.95% for SCHD.
Over three years, JCE compounded at +19.11% per year against +19.10% for SCHD; over five years the annualized figures are +9.89% and +9.87% respectively. Across the full 15-year window we track, SCHD has the edge at +11.52% annualized vs +6.16%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JCE has been the more volatile fund, with annualized monthly volatility of 20.7% compared with 13.9% 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 -54.5% for JCE and -33.4% 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 0.65. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JCE charges 1.02% per year while SCHD charges 0.06%. On a $10,000 position that is $102 vs $6 annually, a gap of $96 per year that compounds over a long holding period. On income, JCE currently yields 7.70% against 2.96% for SCHD.
You are not choosing between two funds in isolation.
Whichever of JCE 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, JCE or SCHD?
JCE has an expense ratio of 1.02% while SCHD charges 0.06%. SCHD is the cheaper option, by $96 a year on a $10,000 investment.
Which performed better, JCE or SCHD?
Over the past year JCE returned +14.51% vs +37.26% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), JCE annualized +6.16% vs +11.52% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JCE or SCHD?
JCE has been the more volatile fund at 20.7% annualized versus 13.9% for SCHD. Worst drawdown: JCE -54.5% vs SCHD -33.4%.
Should I hold both JCE and SCHD?
JCE and SCHD have a monthly-return correlation of 0.65, 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, JCE or SCHD?
JCE yields 7.70% while SCHD yields 2.96%, so JCE currently pays the higher dividend yield.
Is SCHD better than JCE?
SCHD has a lower expense ratio. JCE led over 3Y and 5Y, SCHD over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.