JHDG vs SCHD
JHDG vs SCHD
John Hancock Hedged Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | JHDG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.06% | |
| AUM | $93M | $103.7B | |
| Dividend Yield | 0.10% | 3.31% | |
| Holdings | 54 | 104 | |
| YTD Return | +11.64% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| 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 11.64% versus a gain of 24.26% 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 3.31% for SCHD.
Holdings Overlap
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 2 common holdings with a 1.9% weight overlap. Combined, they hold 152 unique securities.
Which pays a higher dividend, JHDG or SCHD?
JHDG yields 0.10% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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