JIVE vs SCHD
JPMorgan International Value ETF vs Schwab US Dividend Equity ETF
Which is better, JIVE or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. JIVE led over 1Y, 3Y, 5Y and the full window. JIVE is less concentrated, with 16.6% of the fund in its ten largest positions against 41.8%.
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 | JIVE | SCHD |
|---|---|---|
| Expense Ratio | 0.55% | 0.06%Best |
| AUM | $3.9B | $112.1B |
| Dividend Yield | 0.97% | 3.00% |
| Holdings | 387 | 103 |
| YTD Return | +20.99% | +23.68%Best |
| 1Y Return | +34.07%Best | +28.36% |
| 3Y Return (annualized) | +29.21%Best | +16.20% |
| 5Y Return (annualized) | +28.66%Best | +10.07% |
| Volatility (annualized) | 279.5% | 13.7%Best |
| Max Drawdown | -89.1% | -33.4%Best |
| $10,000 over 5 years | $35,255Best | $16,156 |
| Top 10 Weight | 16.6%Best | 41.8% |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 13, 2023 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Dec 13, 2011 to Sep 22, 2026 (14.8 years).
JIVE 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 14.8 years both funds cover.
JIVE vs SCHD Performance
JPMorgan International Value ETF (JIVE) is an ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year JIVE returned +34.07% while SCHD returned +28.36%. Year to date, JIVE is up 20.99% versus a gain of 23.68% for SCHD.
Over three years, JIVE compounded at +29.21% per year against +16.20% for SCHD; over five years the annualized figures are +28.66% and +10.07% respectively. Across the full 15-year window we track, JIVE has the edge at +13.98% annualized vs +11.20%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIVE has been the more volatile fund, with annualized monthly volatility of 279.5% compared with 13.7% 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 -89.1% for JIVE and -33.4% 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 -0.13. They move largely independently of each other.
Fees and Cost Over Time
JIVE 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, JIVE currently yields 0.97% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 340 holdings in JIVE and 100 in SCHD, totalling 97.6% 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 340 positions we hold weights for in JIVE and 100 in SCHD, against full books of 387 and 103.
What only one of them owns
Our book lists 99 positions for SCHD that do not appear in our book for JIVE (99.9% of the fund), and 7 for JIVE that do not appear in SCHD (4.4%).
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 JIVE 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, JIVE or SCHD?
JIVE has an expense ratio of 0.55% while SCHD charges 0.06%. SCHD is the cheaper option, by $49 a year on a $10,000 investment.
Which performed better, JIVE or SCHD?
Over the past year JIVE returned +34.07% vs +28.36% for SCHD, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +13.98% vs +11.20% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JIVE or SCHD?
JIVE has been the more volatile fund at 279.5% annualized versus 13.7% for SCHD. Worst drawdown: JIVE -89.1% vs SCHD -33.4%.
Should I hold both JIVE and SCHD?
JIVE and SCHD have a monthly-return correlation of -0.13, 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, JIVE or SCHD?
JIVE yields 0.97% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than JIVE?
SCHD has a lower expense ratio. JIVE led over 1Y, 3Y, 5Y and the full window. JIVE is less concentrated, with 16.6% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.