JLCO vs SCHD
John Hancock Large Cap Opportunities ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | JLCO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.06% | |
| AUM | $11M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 53 | 104 | |
| YTD Return | +2.59% | +28.63% | |
| 1Y Return | - | +32.53% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +10.47% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -2.9% | -33.4% | |
| Fund Family | John Hancock Investment Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 14, 2026 | Oct 20, 2011 |
JLCO vs SCHD Performance
John Hancock Large Cap Opportunities ETF (JLCO) is a ETF from John Hancock Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, JLCO is up 2.59% versus a gain of 28.63% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.9% for JLCO and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
JLCO charges 0.39% per year while SCHD charges 0.06%. On a $10,000 position that is $39 vs $6 annually, a gap of $33 per year that compounds over a long holding period. On income, JLCO currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
JLCO and SCHD share 2 holdings out of 151 unique holdings combined, representing a 1.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JLCO or SCHD?
JLCO has an expense ratio of 0.39% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
What is the holdings overlap between JLCO and SCHD?
JLCO and SCHD share 2 common holdings with a 1.3% weight overlap. Combined, they hold 151 unique securities.
Which pays a higher dividend, JLCO or SCHD?
JLCO yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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