JHDG vs SCHD
John Hancock Hedged Equity ETF vs Schwab US Dividend Equity ETF
Which is better, JHDG or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 47.9%.
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 | JHDG | SCHD |
|---|---|---|
| Expense Ratio | 0.49% | 0.06%Best |
| AUM | $107M | $112.1B |
| Dividend Yield | 0.10% | 3.00% |
| Holdings | 117 | 103 |
| YTD Return | +8.84% | +24.23%Best |
| 1Y Return | - | +27.90% |
| 3Y Return (annualized) | - | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Top 10 Weight | 47.9% | 41.8%Best |
| Fund Family | John Hancock Investment Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Apr 8, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
JHDG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
JHDG vs SCHD Performance
John Hancock Hedged Equity ETF (JHDG) is an ETF from John Hancock Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, JHDG is up 8.84% versus a gain of 24.23% for SCHD.
Past performance does not guarantee future results.
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 3.00% for SCHD.
Holdings Overlap
1.5% of JHDG's money is in holdings SCHD also owns. 3.9% of SCHD's money is in holdings JHDG also owns.
SCHD and JHDG share little of their money.
1 positions in common, counted across the 54 positions we hold weights for in JHDG and 100 in SCHD, against full books of 117 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for JHDG (96.0% of the fund), and 42 for JHDG that do not appear in SCHD (90.1%).
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 JHDG | Weight in SCHD | Difference |
|---|---|---|---|
| COPConocophillips Common Stock USD 0.01 | 1.47% | 3.94% | 2.47% |
You are not choosing between two funds in isolation.
Whichever of JHDG 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, JHDG or SCHD?
JHDG has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $43 a year on a $10,000 investment.
What is the holdings overlap between JHDG and SCHD?
3.9% of SCHD's money is in holdings JHDG also owns. 3.9% of SCHD's is in holdings JHDG also owns. They hold 1 positions in common, counted across the 54 positions we hold weights for in JHDG and 100 in SCHD.
Which pays a higher dividend, JHDG or SCHD?
JHDG yields 0.10% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than JHDG?
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 47.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.