JDOC vs SCHD
JDOC vs SCHD
JPMorgan Healthcare Leaders ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | JDOC | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $9M | $103.7B | |
| Dividend Yield | 0.60% | 3.31% | |
| Holdings | 66 | 104 | |
| YTD Return | +6.67% | +24.26% | |
| 1Y Return | +28.27% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 13.6% | 13.6% | |
| Max Drawdown | -20.4% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 1, 2023 | Oct 20, 2011 |
JDOC vs SCHD Performance
JPMorgan Healthcare Leaders ETF (JDOC) 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 JDOC returned +28.27% while SCHD returned +31.38%. Year to date, JDOC is up 6.67% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.6% for JDOC. 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 -20.4% for JDOC 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JDOC 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, JDOC currently yields 0.60% against 3.31% for SCHD.
Holdings Overlap
JDOC and SCHD share 4 holdings out of 152 unique holdings combined, representing a 15.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JDOC | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 6.33% | 4.54% | 1.79% |
| MRK | 4.83% | 4.32% | 0.51% |
| ABT | 2.96% | 4.49% | 1.53% |
| BMY | Pro | Pro | Pro |
See all 4 holdings JDOC shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, JDOC or SCHD?
JDOC 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, JDOC or SCHD?
Over the past year JDOC returned +28.27% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), JDOC annualized +11.70% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, JDOC or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 13.6% for JDOC. Worst drawdown: JDOC -20.4% vs SCHD -33.4%.
Should I hold both JDOC and SCHD?
JDOC and SCHD have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JDOC and SCHD?
JDOC and SCHD share 4 common holdings with a 15.0% weight overlap. Combined, they hold 152 unique securities.
Which pays a higher dividend, JDOC or SCHD?
JDOC yields 0.60% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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