JHDG vs SCHD
John Hancock Hedged Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. JHDG offers more diversification with 132 holdings.
Side-by-Side Comparison
| Metric | JHDG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.06% | |
| AUM | $113M | $108.7B | |
| Dividend Yield | 0.10% | 3.13% | |
| Holdings | 132 | 104 | |
| YTD Return | +10.18% | +27.67% | |
| 1Y Return | - | +29.56% | |
| 3Y Return (annualized) | - | +16.53% | |
| 5Y Return (annualized) | - | +9.95% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -3.3% | -33.4% | |
| Fund Family | John Hancock Investment Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 8, 2026 | Oct 20, 2011 |
JHDG vs SCHD Performance
John Hancock Hedged Equity ETF (JHDG) is a ETF from John Hancock Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, JHDG is up 10.18% versus a gain of 27.67% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.3% for JHDG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
JHDG charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, JHDG currently yields 0.10% against 3.13% for SCHD.
Holdings Overlap
JHDG and SCHD share 1 holdings out of 153 unique holdings combined, representing a 1.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JHDG | Weight in SCHD | Difference |
|---|---|---|---|
| COP | 1.23% | 3.59% | 2.36% |
Frequently Asked Questions
Which is cheaper, JHDG or SCHD?
JHDG has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
What is the holdings overlap between JHDG and SCHD?
JHDG and SCHD share 1 common holdings with a 1.2% weight overlap. Combined, they hold 153 unique securities.
Which pays a higher dividend, JHDG or SCHD?
JHDG yields 0.10% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.