JGRO vs SCHD
JPMorgan Active Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. JGRO offers more diversification with 128 holdings.
Side-by-Side Comparison
| Metric | JGRO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.06% | |
| AUM | $9.4B | $103.7B | |
| Dividend Yield | 0.09% | 3.31% | |
| Holdings | 120 | 104 | |
| YTD Return | +3.80% | +25.58% | |
| 1Y Return | +6.95% | +31.06% | |
| 3Y Return (annualized) | +20.20% | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 17.2% | 13.6% | |
| Max Drawdown | -22.7% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Aug 8, 2022 | Oct 20, 2011 |
JGRO vs SCHD Performance
JPMorgan Active Growth ETF (JGRO) 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 JGRO returned +6.95% while SCHD returned +31.06%. Year to date, JGRO is up 3.80% versus a gain of 25.58% for SCHD.
Over three years, JGRO compounded at +20.20% per year against +15.55% for SCHD. Across the full 4-year window we track, JGRO has the edge at +18.24% annualized vs +11.46%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JGRO has been the more volatile fund, with annualized monthly volatility of 17.2% 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 -22.7% for JGRO 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JGRO charges 0.44% per year while SCHD charges 0.06%. On a $10,000 position that is $44 vs $6 annually, a gap of $38 per year that compounds over a long holding period. On income, JGRO currently yields 0.09% against 3.31% for SCHD.
Holdings Overlap
JGRO and SCHD share 7 holdings out of 221 unique holdings combined, representing a 2.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JGRO or SCHD?
JGRO has an expense ratio of 0.44% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $38 per year of difference.
Which performed better, JGRO or SCHD?
Over the past year JGRO returned +6.95% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), JGRO annualized +18.24% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, JGRO or SCHD?
JGRO has been the more volatile fund at 17.2% annualized versus 13.6% for SCHD. Worst drawdown: JGRO -22.7% vs SCHD -33.4%.
Should I hold both JGRO and SCHD?
JGRO and SCHD have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JGRO and SCHD?
JGRO and SCHD share 7 common holdings with a 2.4% weight overlap. Combined, they hold 221 unique securities.
Which pays a higher dividend, JGRO or SCHD?
JGRO yields 0.09% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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