JMOM vs SCHD
JPMorgan US Momentum Factor ETF vs Schwab US Dividend Equity ETF
Which is better, JMOM or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. JMOM led over 3Y, 5Y and the full window, SCHD over 1Y. JMOM is less concentrated, with 19.0% 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 | JMOM | SCHD |
|---|---|---|
| Expense Ratio | 0.12% | 0.06%Best |
| AUM | $2.6B | $112.1B |
| Dividend Yield | 0.74% | 3.00% |
| Holdings | 297 | 103 |
| YTD Return | +20.89% | +24.96%Best |
| 1Y Return | +25.26% | +28.75%Best |
| 3Y Return (annualized) | +25.94%Best | +15.71% |
| 5Y Return (annualized) | +13.60%Best | +9.86% |
| Volatility (annualized) | 17.5% | 16.1%Best |
| Max Drawdown | -34.3% | -33.4%Best |
| $10,000 over 5 years | $18,919Best | $16,003 |
| Top 10 Weight | 19.0%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 | Nov 8, 2017 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Nov 9, 2017 to Sep 9, 2026 (8.8 years).
JMOM 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 8.8 years both funds cover.
JMOM vs SCHD Performance
JPMorgan US Momentum Factor ETF (JMOM) 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 JMOM returned +25.26% while SCHD returned +28.75%. Year to date, JMOM is up 20.89% versus a gain of 24.96% for SCHD.
Over three years, JMOM compounded at +25.94% per year against +15.71% for SCHD; over five years the annualized figures are +13.60% and +9.86% respectively. Across the full 9-year window we track, JMOM has the edge at +15.29% annualized vs +11.17%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMOM has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 16.1% 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 -34.3% for JMOM 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JMOM charges 0.12% per year while SCHD charges 0.06%. On a $10,000 position that is $12 vs $6 annually, a gap of $6 per year that compounds over a long holding period. On income, JMOM currently yields 0.74% against 3.00% for SCHD.
Holdings Overlap
3.4% of JMOM's money is in holdings SCHD also owns. 20.8% of SCHD's money is in holdings JMOM also owns.
SCHD and JMOM share little of their money.
13 positions in common, counted across the 288 positions we hold weights for in JMOM and 100 in SCHD, against full books of 297 and 103.
What only one of them owns
Our book lists 86 positions for SCHD that do not appear in our book for JMOM (79.2% of the fund), and 261 for JMOM that do not appear in SCHD (92.7%).
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.
Top Shared Holdings
| Stock | Weight in JMOM | Weight in SCHD | Difference |
|---|---|---|---|
| KOCoca Cola Co. | 0.08% | 4.17% | 4.09% |
| TXNTexas Instruments, Inc | 0.80% | 3.13% | 2.33% |
| PGProcter & Gamble Company | 0.03% | 3.83% | 3.80% |
| MOAltria Group Inc. | 0.45% | 2.79% | 2.34% |
| QCOMQualcomm Inc. | 0.64% | 2.52% | 1.88% |
| FFord Motor Co. | 0.33% | 1.33% | 1.00% |
| ADMArcher-Daniels-Midland Co. | 0.22% | 0.96% | 0.74% |
| CINFCincinnati Financial Corp. | 0.11% | 0.64% | 0.53% |
| PFGPrincipal Financial Group Inc. | 0.14% | 0.53% | 0.39% |
| DINOHollyfrontier | 0.15% | 0.38% | 0.23% |
20.8% of SCHD is already inside JMOM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JMOM or SCHD?
JMOM has an expense ratio of 0.12% while SCHD charges 0.06%. SCHD is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, JMOM or SCHD?
Over the past year JMOM returned +25.26% vs +28.75% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), JMOM annualized +15.29% vs +11.17% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JMOM or SCHD?
JMOM has been the more volatile fund at 17.5% annualized versus 16.1% for SCHD. Worst drawdown: JMOM -34.3% vs SCHD -33.4%.
Should I hold both JMOM and SCHD?
JMOM and SCHD have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JMOM and SCHD?
20.8% of SCHD's money is in holdings JMOM also owns. 20.8% of SCHD's is in holdings JMOM also owns. They hold 13 positions in common, counted across the 288 positions we hold weights for in JMOM and 100 in SCHD.
Which pays a higher dividend, JMOM or SCHD?
JMOM yields 0.74% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than JMOM?
SCHD has a lower expense ratio. JMOM led over 3Y, 5Y and the full window, SCHD over 1Y. JMOM is less concentrated, with 19.0% 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.