JPMO vs SCHD
YieldMax JPM Option Income Strategy ETF vs Schwab US Dividend Equity ETF
Which is better, JPMO or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y.
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 | JPMO | SCHD |
|---|---|---|
| Expense Ratio | 1.19% | 0.06%Best |
| AUM | $57M | $112.1B |
| Dividend Yield | 33.55% | 3.00% |
| Holdings | 17 | 103 |
| YTD Price Return | - | +22.03% |
| 1Y Price Return | - | +23.41% |
| 3Y Price Return (annualized) | - | +11.33% |
| 5Y Price Return (annualized) | - | +5.95% |
| Volatility (annualized) | - | 13.8% |
| Max Drawdown | - | -33.4% |
| Fund Family | YieldMax ETF | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Sep 11, 2023 | Oct 20, 2011 |
Not shown on this pair: $10,000 over the window, Top 10 Weight.
Returns are price returns and exclude distributions, because our data feed carries no adjusted close for JPMO. We have no price series for JPMO, so there is nothing to compare it against. JPMO yields 33.55% and SCHD 3.00% on top.
JPMO vs SCHD Performance
YieldMax JPM Option Income Strategy ETF (JPMO) is an ETF from YieldMax ETF and Schwab US Dividend Equity ETF (SCHD) is an 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 3.00% for SCHD.
Holdings Overlap
We hold position weights for 5 holdings in JPMO and 100 in SCHD, totalling 51.8% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 367 days apart, JPMO as of Aug 29, 2025 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 5 positions we hold weights for in JPMO and 100 in SCHD, against full books of 17 and 103.
You are not choosing between two funds in isolation.
Whichever of JPMO and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $113 a year on a $10,000 investment.
Which pays a higher dividend, JPMO or SCHD?
JPMO yields 33.55% while SCHD yields 3.00%, so JPMO currently pays the higher dividend yield.
Is SCHD better than JPMO?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.