JGH vs SCHD
Nuveen Global High Income Fund vs Schwab US Dividend Equity ETF
Which is better, JGH or SCHD?
High Yield Bond against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y 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 | JGH | SCHD |
|---|---|---|
| Expense Ratio | 3.73% | 0.06%Best |
| AUM | - | $112.1B |
| Dividend Yield | 9.13% | 3.00% |
| Holdings | 386 | 103 |
| YTD Return | +1.51% | +23.68%Best |
| 1Y Return | -3.56% | +28.36%Best |
| 3Y Return (annualized) | +11.92% | +16.20%Best |
| 5Y Return (annualized) | +4.25% | +10.07%Best |
| Volatility (annualized) | 16.1% | 14.8%Best |
| Max Drawdown | -48.9% | -33.4%Best |
| $10,000 over 5 years | $12,313 | $16,156Best |
| Fund Family | Nuveen | Charles Schwab Asset Management |
| Category | Fixed Income | Equity |
| Style | High Yield Bond | Large Cap Value |
| Inception | Nov 24, 2014 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 24, 2014 to Sep 22, 2026 (11.8 years).
JGH 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 11.8 years both funds cover.
JGH vs SCHD Performance
Nuveen Global High Income Fund (JGH) is an ETF from Nuveen and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year JGH returned -3.56% while SCHD returned +28.36%. Year to date, JGH is up 1.51% versus a gain of 23.68% for SCHD.
Over three years, JGH compounded at +11.92% per year against +16.20% for SCHD; over five years the annualized figures are +4.25% and +10.07% respectively. Across the full 12-year window we track, SCHD has the edge at +9.86% annualized vs +1.07%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JGH has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 14.8% 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 -48.9% for JGH 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JGH charges 3.73% per year while SCHD charges 0.06%. On a $10,000 position that is $373 vs $6 annually, a gap of $367 per year that compounds over a long holding period. On income, JGH currently yields 9.13% against 3.00% for SCHD.
You are not choosing between two funds in isolation.
Whichever of JGH 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, JGH or SCHD?
JGH has an expense ratio of 3.73% while SCHD charges 0.06%. SCHD is the cheaper option, by $367 a year on a $10,000 investment.
Which performed better, JGH or SCHD?
Over the past year JGH returned -3.56% vs +28.36% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (12 years), JGH annualized +1.07% vs +9.86% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JGH or SCHD?
JGH has been the more volatile fund at 16.1% annualized versus 14.8% for SCHD. Worst drawdown: JGH -48.9% vs SCHD -33.4%.
Should I hold both JGH and SCHD?
JGH and SCHD have a monthly-return correlation of 0.71, 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, JGH or SCHD?
JGH yields 9.13% while SCHD yields 3.00%, so JGH currently pays the higher dividend yield.
Is SCHD better than JGH?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.