JGLO vs SCHD
JPMorgan Global Select Equity ETF vs Schwab US Dividend Equity ETF
Which is better, JGLO or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. JGLO led over 3Y and the full window, SCHD over 1Y. JGLO is less concentrated, with 40.5% of the fund in its ten largest positions against 41.5%.
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 | JGLO | SCHD |
|---|---|---|
| Expense Ratio | 0.47% | 0.06%Best |
| AUM | $6.7B | $112.2B |
| Dividend Yield | 1.13% | 3.13% |
| Holdings | 90 | 103 |
| YTD Return | +8.57% | +27.56%Best |
| 1Y Return | +12.39% | +30.29%Best |
| 3Y Return (annualized) | +16.47%Best | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Volatility (annualized) | 10.9%Best | 13.1% |
| Max Drawdown | -16.1%Tie | -16.1%Tie |
| $10,000 over 3 years | $15,799Best | $15,747 |
| Top 10 Weight | 40.5%Best | 41.5% |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 13, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 14, 2023 to Sep 4, 2026 (3 years).
JGLO 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 3 years both funds cover.
JGLO vs SCHD Performance
JPMorgan Global Select Equity ETF (JGLO) 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 JGLO returned +12.39% while SCHD returned +30.29%. Year to date, JGLO is up 8.57% versus a gain of 27.56% for SCHD.
Over three years, JGLO compounded at +16.47% per year against +16.37% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 10.9% 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 -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 0.56. They move together some of the time, and apart the rest.
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 1.13% against 3.13% for SCHD.
Holdings Overlap
3.3% of JGLO's money is in holdings SCHD also owns. 11.0% of SCHD's money is in holdings JGLO also owns.
SCHD and JGLO share little of their money.
3 positions in common, counted across the 77 positions we hold weights for in JGLO and 100 in SCHD, against full books of 90 and 103.
What only one of them owns
Our book lists 96 positions for SCHD that do not appear in our book for JGLO (88.9% of the fund), and 45 for JGLO that do not appear in SCHD (70.0%).
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 JGLO 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, JGLO or SCHD?
JGLO has an expense ratio of 0.47% while SCHD charges 0.06%. SCHD is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, JGLO or SCHD?
Over the past year JGLO returned +12.39% 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, JGLO or SCHD?
SCHD has been the more volatile fund at 13.1% annualized versus 10.9% for JGLO. Worst drawdown: JGLO -16.1% vs SCHD -16.1%.
Should I hold both JGLO and SCHD?
JGLO and SCHD have a monthly-return correlation of 0.56, 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 JGLO and SCHD?
11.0% of SCHD's money is in holdings JGLO also owns. 11.0% of SCHD's is in holdings JGLO also owns. They hold 3 positions in common, counted across the 77 positions we hold weights for in JGLO and 100 in SCHD.
Which pays a higher dividend, JGLO or SCHD?
JGLO yields 1.13% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than JGLO?
SCHD has a lower expense ratio. JGLO led over 3Y and the full window, SCHD over 1Y. JGLO is less concentrated, with 40.5% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.