JGH vs SCHD
Nuveen Global High Income Fund 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 | JGH | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 3.73% | 0.06% | |
| AUM | - | $103.7B | |
| Dividend Yield | 9.06% | 3.31% | |
| Holdings | 369 | 104 | |
| YTD Return | +6.20% | +25.33% | |
| 1Y Return | +3.91% | +32.31% | |
| 3Y Return (annualized) | +12.58% | +15.40% | |
| 5Y Return (annualized) | +5.30% | +9.70% | |
| Volatility (annualized) | 16.1% | 13.6% | |
| Max Drawdown | -48.9% | -33.4% | |
| Fund Family | Nuveen | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Nov 24, 2014 | Oct 20, 2011 |
JGH vs SCHD Performance
Nuveen Global High Income Fund (JGH) is a ETF from Nuveen and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year JGH returned +3.91% while SCHD returned +32.31%. Year to date, JGH is up 6.20% versus a gain of 25.33% for SCHD.
Over three years, JGH compounded at +12.58% per year against +15.40% for SCHD; over five years the annualized figures are +5.30% and +9.70% respectively. Across the full 12-year window we track, SCHD has the edge at +11.45% annualized vs +1.47%. 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 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 -48.9% for JGH 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 0.71. 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 9.06% against 3.31% for SCHD.
Holdings Overlap
JGH and SCHD share 0 holdings out of 114 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, JGH or SCHD?
JGH has an expense ratio of 3.73% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $367 per year of difference.
Which performed better, JGH or SCHD?
Over the past year JGH returned +3.91% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (12 years), JGH annualized +1.47% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, JGH or SCHD?
JGH has been the more volatile fund at 16.1% annualized versus 13.6% 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 combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JGH and SCHD?
JGH and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 114 unique securities.
Which pays a higher dividend, JGH or SCHD?
JGH yields 9.06% while SCHD yields 3.31%, so JGH currently pays the higher dividend yield.
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