JPRF vs SCHD
JPMorgan Preferred and Income Securities ETF vs Schwab US Dividend Equity ETF
Which is better, JPRF or SCHD?
Preferred Stock 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 | JPRF | SCHD |
|---|---|---|
| Expense Ratio | 0.55% | 0.06%Best |
| AUM | $2.3B | $112.2B |
| Dividend Yield | 0.00% | 3.13% |
| Holdings | 194 | 103 |
| YTD Return | -0.54% | +27.56%Best |
| 1Y Return | - | +30.29% |
| 3Y Return (annualized) | - | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Allocation/Balanced | Equity |
| Style | Preferred Stock | Large Cap Value |
| Inception | Jul 10, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
JPRF 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
JPRF vs SCHD Performance
JPMorgan Preferred and Income Securities ETF (JPRF) is an ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, JPRF is down 0.54% versus a gain of 27.56% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
JPRF charges 0.55% per year while SCHD charges 0.06%. On a $10,000 position that is $55 vs $6 annually, a gap of $49 per year that compounds over a long holding period. On income, JPRF currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
At least 1.3% of SCHD's money is in holdings JPRF also owns.
Stated as a floor: for JPRF, our book for it covers 13.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and JPRF share little of their money.
1 positions in common, counted across the 22 positions we hold weights for in JPRF and 100 in SCHD, against full books of 194 and 103.
Top Shared Holdings
| Stock | Weight in JPRF | Weight in SCHD | Difference |
|---|---|---|---|
| FITBFifth Third Bancorp | 0.63% | 1.30% | 0.67% |
You are not choosing between two funds in isolation.
Whichever of JPRF 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, JPRF or SCHD?
JPRF has an expense ratio of 0.55% while SCHD charges 0.06%. SCHD is the cheaper option, by $49 a year on a $10,000 investment.
What is the holdings overlap between JPRF and SCHD?
At least 1.3% of SCHD's money is in holdings JPRF also owns. Our book for JPRF is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 22 positions we hold weights for in JPRF and 100 in SCHD.
Which pays a higher dividend, JPRF or SCHD?
JPRF yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than JPRF?
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.