JHID vs SCHD
John Hancock International High Dividend ETF vs Schwab US Dividend Equity ETF
Which is better, JHID or SCHD?
JHID has been ahead.
SCHD has a lower expense ratio. JHID led over 1Y, 3Y and the full window. JHID is less concentrated, with 21.9% of the fund in its ten largest positions against 41.5%.
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 | JHID | SCHD |
|---|---|---|
| Expense Ratio | 0.46% | 0.06%Best |
| AUM | $12M | $112.2B |
| Dividend Yield | 3.41% | 3.13% |
| Holdings | 105 | 103 |
| YTD Return | +19.23% | +27.56%Best |
| 1Y Return | +31.82%Best | +30.29% |
| 3Y Return (annualized) | +22.92%Best | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Volatility (annualized) | 12.7%Best | 13.0% |
| Max Drawdown | -12.4%Best | -16.1% |
| $10,000 over 3.7 years | $20,921Best | $15,656 |
| Top 10 Weight | 21.9%Best | 41.5% |
| Fund Family | John Hancock Investment Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Dec 20, 2022 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Dec 21, 2022 to Sep 4, 2026 (3.7 years).
JHID 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 3.7 years both funds cover.
JHID vs SCHD Performance
John Hancock International High Dividend ETF (JHID) is an ETF from John Hancock Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year JHID returned +31.82% while SCHD returned +30.29%. Year to date, JHID is up 19.23% versus a gain of 27.56% for SCHD.
Over three years, JHID compounded at +22.92% per year against +16.37% for SCHD. Across the full 4-year window we track, JHID has the edge at +22.08% annualized vs +12.88%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 12.7% for JHID. 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 -12.4% for JHID 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 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JHID charges 0.46% per year while SCHD charges 0.06%. On a $10,000 position that is $46 vs $6 annually, a gap of $40 per year that compounds over a long holding period. On income, JHID currently yields 3.41% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 94 holdings in JHID and 100 in SCHD, totalling 95.9% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 94 positions we hold weights for in JHID and 100 in SCHD, against full books of 105 and 103.
What only one of them owns
Our book lists 99 positions for SCHD that do not appear in our book for JHID (99.9% of the fund), and 1 for JHID that do not appear in SCHD (0.5%).
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.
You are not choosing between two funds in isolation.
Whichever of JHID 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, JHID or SCHD?
JHID has an expense ratio of 0.46% while SCHD charges 0.06%. SCHD is the cheaper option, by $40 a year on a $10,000 investment.
Which performed better, JHID or SCHD?
Over the past year JHID returned +31.82% vs +30.29% for SCHD, so JHID leads on 1-year performance. Over the longest common window we track (4 years), JHID annualized +22.08% vs +12.88% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JHID or SCHD?
SCHD has been the more volatile fund at 13.0% annualized versus 12.7% for JHID. Worst drawdown: JHID -12.4% vs SCHD -16.1%.
Should I hold both JHID and SCHD?
JHID and SCHD have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, JHID or SCHD?
JHID yields 3.41% while SCHD yields 3.13%, so JHID currently pays the higher dividend yield.
Is SCHD better than JHID?
SCHD has a lower expense ratio. JHID led over 1Y, 3Y and the full window. JHID is less concentrated, with 21.9% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.