JGRO vs SCHD
JPMorgan Active Growth ETF vs Schwab US Dividend Equity ETF
Which is better, JGRO or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. JGRO led over 3Y and the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 49.2%.
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 | JGRO | SCHD |
|---|---|---|
| Expense Ratio | 0.44% | 0.06%Best |
| AUM | $9.8B | $112.1B |
| Dividend Yield | 0.15% | 3.00% |
| Holdings | 132 | 103 |
| YTD Return | +4.26% | +21.99%Best |
| 1Y Return | +3.44% | +25.92%Best |
| 3Y Return (annualized) | +21.57%Best | +15.66% |
| 5Y Return (annualized) | - | +9.48% |
| Volatility (annualized) | 17.0% | 14.8%Best |
| Max Drawdown | -22.7% | -16.1%Best |
| $10,000 over 4.1 years | $19,582Best | $15,437 |
| Top 10 Weight | 49.2% | 41.8%Best |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Aug 8, 2022 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 9, 2022 to Sep 23, 2026 (4.1 years).
JGRO 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 4.1 years both funds cover.
JGRO vs SCHD Performance
JPMorgan Active Growth ETF (JGRO) 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 JGRO returned +3.44% while SCHD returned +25.92%. Year to date, JGRO is up 4.26% versus a gain of 21.99% for SCHD.
Over three years, JGRO compounded at +21.57% per year against +15.66% for SCHD. Across the full 4-year window we track, JGRO has the edge at +17.81% annualized vs +11.17%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JGRO has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -22.7% for JGRO 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 0.36. They move together some of the time, and apart the rest.
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 0.15% against 3.00% for SCHD.
Holdings Overlap
2.7% of JGRO's money is in holdings SCHD also owns. 33.3% of SCHD's money is in holdings JGRO also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 132 positions we hold weights for in JGRO and 100 in SCHD, against full books of 132 and 103.
What only one of them owns
Our book lists 90 positions for SCHD that do not appear in our book for JGRO (66.6% of the fund), and 116 for JGRO that do not appear in SCHD (95.3%).
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.
Top Shared Holdings
| Stock | Weight in JGRO | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 0.87% | 4.77% | 3.90% |
| AMGNAmgen Inc. | 0.34% | 4.70% | 4.36% |
| ABTAbbott Laboratories | 0.01% | 4.69% | 4.68% |
| KOCoca Cola Co. | 0.52% | 4.17% | 3.65% |
| PGProcter & Gamble Company | 0.10% | 3.83% | 3.73% |
| TXNTexas Instrument Inc | 0.42% | 3.13% | 2.71% |
| BMYBristol-Myers Squibb Co. | 0.06% | 3.33% | 3.27% |
| ACNAccenture Plc | 0.08% | 2.84% | 2.76% |
| EOGEog Resources Inc | 0.32% | 1.88% | 1.56% |
33.3% of SCHD is already inside JGRO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $38 a year on a $10,000 investment.
Which performed better, JGRO or SCHD?
Over the past year JGRO returned +3.44% vs +25.92% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), JGRO annualized +17.81% vs +11.17% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JGRO or SCHD?
JGRO has been the more volatile fund at 17.0% annualized versus 14.8% for SCHD. Worst drawdown: JGRO -22.7% vs SCHD -16.1%.
Should I hold both JGRO and SCHD?
JGRO and SCHD have a monthly-return correlation of 0.36, 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 JGRO and SCHD?
33.3% of SCHD's money is in holdings JGRO also owns. 33.3% of SCHD's is in holdings JGRO also owns. They hold 9 positions in common, counted across the 132 positions we hold weights for in JGRO and 100 in SCHD.
Which pays a higher dividend, JGRO or SCHD?
JGRO yields 0.15% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than JGRO?
SCHD has a lower expense ratio. JGRO led over 3Y and the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 49.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.