JGLO vs SCHD
JPMorgan Global Select Equity 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 | JGLO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.06% | |
| AUM | $6.6B | $103.7B | |
| Dividend Yield | 0.55% | 3.31% | |
| Holdings | 87 | 104 | |
| YTD Return | +8.96% | +25.62% | |
| 1Y Return | +14.47% | +32.62% | |
| 3Y Return (annualized) | +17.02% | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 11.1% | 13.6% | |
| Max Drawdown | -16.1% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 13, 2023 | Oct 20, 2011 |
JGLO vs SCHD Performance
JPMorgan Global Select Equity ETF (JGLO) 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 JGLO returned +14.47% while SCHD returned +32.62%. Year to date, JGLO is up 8.96% versus a gain of 25.62% for SCHD.
Over three years, JGLO compounded at +17.02% per year against +15.58% for SCHD. Across the full 3-year window we track, JGLO has the edge at +17.02% annualized vs +11.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.1% for JGLO. 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 -16.1% for JGLO 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JGLO charges 0.47% per year while SCHD charges 0.06%. On a $10,000 position that is $47 vs $6 annually, a gap of $41 per year that compounds over a long holding period. On income, JGLO currently yields 0.55% against 3.31% for SCHD.
Holdings Overlap
JGLO and SCHD share 3 holdings out of 173 unique holdings combined, representing a 3.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JGLO or SCHD?
JGLO has an expense ratio of 0.47% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, JGLO or SCHD?
Over the past year JGLO returned +14.47% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), JGLO annualized +17.02% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, JGLO or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 11.1% for JGLO. Worst drawdown: JGLO -16.1% vs SCHD -33.4%.
Should I hold both JGLO and SCHD?
JGLO and SCHD have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JGLO and SCHD?
JGLO and SCHD share 3 common holdings with a 3.2% weight overlap. Combined, they hold 173 unique securities.
Which pays a higher dividend, JGLO or SCHD?
JGLO yields 0.55% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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