JDOC vs SCHD
JPMorgan Healthcare Leaders ETF vs Schwab US Dividend Equity ETF
Which is better, JDOC or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 45.6%.
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 | JDOC | SCHD |
|---|---|---|
| Expense Ratio | 0.65% | 0.06%Best |
| AUM | $9M | $112.2B |
| Dividend Yield | 0.85% | 3.13% |
| Holdings | 64 | 103 |
| YTD Return | +8.63% | +27.56%Best |
| 1Y Return | +22.53% | +30.29%Best |
| 3Y Return (annualized) | - | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Volatility (annualized) | 13.4% | 12.8%Best |
| Max Drawdown | -20.4% | -16.1%Best |
| $10,000 over 2.8 years | $13,765 | $16,471Best |
| Top 10 Weight | 45.6% | 41.5%Best |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Nov 1, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 2, 2023 to Sep 4, 2026 (2.8 years).
JDOC 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 2.8 years both funds cover.
JDOC vs SCHD Performance
JPMorgan Healthcare Leaders ETF (JDOC) 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 JDOC returned +22.53% while SCHD returned +30.29%. Year to date, JDOC is up 8.63% versus a gain of 27.56% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JDOC has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 12.8% 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 -20.4% for JDOC 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 0.46. They move together some of the time, and apart the rest.
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 0.85% against 3.13% for SCHD.
Holdings Overlap
14.9% of JDOC's money is in holdings SCHD also owns. 16.4% of SCHD's money is in holdings JDOC also owns.
SCHD and JDOC share little of their money.
4 positions in common, counted across the 56 positions we hold weights for in JDOC and 100 in SCHD, against full books of 64 and 103.
What only one of them owns
Our book lists 95 positions for SCHD that do not appear in our book for JDOC (83.5% of the fund), and 36 for JDOC that do not appear in SCHD (57.9%).
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 JDOC 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, JDOC or SCHD?
JDOC 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, JDOC or SCHD?
Over the past year JDOC returned +22.53% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDOC or SCHD?
JDOC has been the more volatile fund at 13.4% annualized versus 12.8% for SCHD. Worst drawdown: JDOC -20.4% vs SCHD -16.1%.
Should I hold both JDOC and SCHD?
JDOC and SCHD have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JDOC and SCHD?
16.4% of SCHD's money is in holdings JDOC also owns. 16.4% of SCHD's is in holdings JDOC also owns. They hold 4 positions in common, counted across the 56 positions we hold weights for in JDOC and 100 in SCHD.
Which pays a higher dividend, JDOC or SCHD?
JDOC yields 0.85% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than JDOC?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 45.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.