JLVP vs SCHD
JPMorgan US Large Cap Value Plus ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. JLVP offers more diversification with 155 holdings.
Side-by-Side Comparison
| Metric | JLVP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.06% | |
| AUM | $28M | $112.2B | |
| Dividend Yield | - | 3.13% | |
| Holdings | 155 | 103 | |
| YTD Return | +0.76% | +27.89% | |
| 1Y Return | - | +29.93% | |
| 3Y Return (annualized) | - | +16.13% | |
| 5Y Return (annualized) | - | +10.00% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -1.9% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 30, 2026 | Oct 20, 2011 |
JLVP vs SCHD Performance
JPMorgan US Large Cap Value Plus ETF (JLVP) is a ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, JLVP is up 0.76% versus a gain of 27.89% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.9% for JLVP 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
JLVP charges 1.05% per year while SCHD charges 0.06%. On a $10,000 position that is $105 vs $6 annually, a gap of $99 per year that compounds over a long holding period.
Holdings Overlap
JLVP and SCHD share 14 holdings out of 241 unique holdings combined, representing a 7.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JLVP or SCHD?
JLVP has an expense ratio of 1.05% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $99 per year of difference.
What is the holdings overlap between JLVP and SCHD?
JLVP and SCHD share 14 common holdings with a 7.2% weight overlap. Combined, they hold 241 unique securities.
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