JIVE vs SCHD
JPMorgan International Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. JIVE delivered stronger 1-year returns. JIVE offers more diversification with 336 holdings.
Side-by-Side Comparison
| Metric | JIVE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.06% | |
| AUM | $3.4B | $103.7B | |
| Dividend Yield | 1.57% | 3.31% | |
| Holdings | 365 | 104 | |
| YTD Return | +19.17% | +25.33% | |
| 1Y Return | +38.35% | +32.31% | |
| 3Y Return (annualized) | +29.31% | +15.40% | |
| 5Y Return (annualized) | +29.31% | +9.70% | |
| Volatility (annualized) | 280.8% | 13.6% | |
| Max Drawdown | -89.1% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 13, 2023 | Oct 20, 2011 |
JIVE vs SCHD Performance
JPMorgan International Value ETF (JIVE) 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 JIVE returned +38.35% while SCHD returned +32.31%. Year to date, JIVE is up 19.17% versus a gain of 25.33% for SCHD.
Over three years, JIVE compounded at +29.31% per year against +15.40% for SCHD; over five years the annualized figures are +29.31% and +9.70% respectively. Across the full 15-year window we track, JIVE has the edge at +13.98% annualized vs +11.45%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIVE has been the more volatile fund, with annualized monthly volatility of 280.8% 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 -89.1% for JIVE 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 -0.13. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.57% against 3.31% for SCHD.
Holdings Overlap
JIVE and SCHD share 1 holdings out of 435 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JIVE | Weight in SCHD | Difference |
|---|---|---|---|
| PAG | 0.13% | 0.09% | 0.04% |
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. On a $10,000 investment, that is $49 per year of difference.
Which performed better, JIVE or SCHD?
Over the past year JIVE returned +38.35% vs +32.31% for SCHD, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +13.98% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, JIVE or SCHD?
JIVE has been the more volatile fund at 280.8% annualized versus 13.6% 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 combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JIVE and SCHD?
JIVE and SCHD share 1 common holdings with a 0.1% weight overlap. Combined, they hold 435 unique securities.
Which pays a higher dividend, JIVE or SCHD?
JIVE yields 1.57% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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