JPFP vs SCHD
JPMorgan Managed Futures Plus ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. JPFP offers more diversification with 346 holdings.
Side-by-Side Comparison
| Metric | JPFP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.06% | |
| AUM | $34M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 346 | 104 | |
| YTD Return | +3.28% | +26.54% | |
| 1Y Return | - | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -6.6% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | May 27, 2026 | Oct 20, 2011 |
JPFP vs SCHD Performance
JPMorgan Managed Futures Plus ETF (JPFP) 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, JPFP is up 3.28% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -6.6% for JPFP 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
JPFP charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, JPFP currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
JPFP and SCHD share 28 holdings out of 418 unique holdings combined, representing a 3.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JPFP or SCHD?
JPFP has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
What is the holdings overlap between JPFP and SCHD?
JPFP and SCHD share 28 common holdings with a 3.3% weight overlap. Combined, they hold 418 unique securities.
Which pays a higher dividend, JPFP or SCHD?
JPFP yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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