JIG vs SCHD
JPMorgan International Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | JIG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.06% | |
| AUM | $470M | $103.7B | |
| Dividend Yield | 1.39% | 3.31% | |
| Holdings | 107 | 104 | |
| YTD Return | +13.19% | +24.26% | |
| 1Y Return | +20.89% | +31.38% | |
| 3Y Return (annualized) | +15.61% | +15.08% | |
| 5Y Return (annualized) | +2.91% | +9.72% | |
| Volatility (annualized) | 17.8% | 13.6% | |
| Max Drawdown | -43.8% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 20, 2020 | Oct 20, 2011 |
JIG vs SCHD Performance
JPMorgan International Growth ETF (JIG) is a ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year JIG returned +20.89% while SCHD returned +31.38%. Year to date, JIG is up 13.19% versus a gain of 24.26% for SCHD.
Over three years, JIG compounded at +15.61% per year against +15.08% for SCHD; over five years the annualized figures are +2.91% and +9.72% respectively. Across the full 6-year window we track, SCHD has the edge at +11.39% annualized vs +9.64%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIG has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 13.6% 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 -43.8% for JIG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JIG charges 0.55% per year while SCHD charges 0.06%. On a $10,000 position that is $55 vs $6 annually, a gap of $49 per year that compounds over a long holding period. On income, JIG currently yields 1.39% against 3.31% for SCHD.
Holdings Overlap
JIG and SCHD share 0 holdings out of 190 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JIG or SCHD?
JIG has an expense ratio of 0.55% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, JIG or SCHD?
Over the past year JIG returned +20.89% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), JIG annualized +9.64% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, JIG or SCHD?
JIG has been the more volatile fund at 17.8% annualized versus 13.6% for SCHD. Worst drawdown: JIG -43.8% vs SCHD -33.4%.
Should I hold both JIG and SCHD?
JIG and SCHD have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JIG and SCHD?
JIG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 190 unique securities.
Which pays a higher dividend, JIG or SCHD?
JIG yields 1.39% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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