JPMO vs SCHD
YieldMax JPM Option Income Strategy ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | JPMO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.19% | 0.06% | |
| AUM | $57M | $103.7B | |
| Dividend Yield | 33.55% | 3.31% | |
| Holdings | 17 | 104 | |
| YTD Return | - | +26.21% | |
| 1Y Return | - | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | - | -33.4% | |
| Fund Family | YieldMax ETF | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Sep 11, 2023 | Oct 20, 2011 |
JPMO vs SCHD Performance
YieldMax JPM Option Income Strategy ETF (JPMO) is a ETF from YieldMax ETF and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management.
Fees and Cost Over Time
JPMO charges 1.19% per year while SCHD charges 0.06%. On a $10,000 position that is $119 vs $6 annually, a gap of $113 per year that compounds over a long holding period. On income, JPMO currently yields 33.55% against 3.31% for SCHD.
Holdings Overlap
JPMO and SCHD share 0 holdings out of 105 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JPMO or SCHD?
JPMO has an expense ratio of 1.19% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $113 per year of difference.
What is the holdings overlap between JPMO and SCHD?
JPMO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, JPMO or SCHD?
JPMO yields 33.55% while SCHD yields 3.31%, so JPMO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.