JPSV vs SCHD
JPMorgan Active Small Cap Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. JPSV offers more diversification with 110 holdings.
Side-by-Side Comparison
| Metric | JPSV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.06% | |
| AUM | $28M | $103.7B | |
| Dividend Yield | 1.25% | 3.31% | |
| Holdings | 111 | 104 | |
| YTD Return | +23.38% | +25.58% | |
| 1Y Return | +25.62% | +31.06% | |
| 3Y Return (annualized) | +13.36% | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 16.1% | 13.6% | |
| Max Drawdown | -22.8% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 7, 2023 | Oct 20, 2011 |
JPSV vs SCHD Performance
JPMorgan Active Small Cap Value ETF (JPSV) is a ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year JPSV returned +25.62% while SCHD returned +31.06%. Year to date, JPSV is up 23.38% versus a gain of 25.58% for SCHD.
Over three years, JPSV compounded at +13.36% per year against +15.55% for SCHD. Across the full 3-year window we track, JPSV has the edge at +12.12% annualized vs +11.46%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPSV has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 13.6% 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 -22.8% for JPSV and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPSV 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, JPSV currently yields 1.25% against 3.31% for SCHD.
Holdings Overlap
JPSV and SCHD share 6 holdings out of 204 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JPSV or SCHD?
JPSV has an expense ratio of 0.55% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, JPSV or SCHD?
Over the past year JPSV returned +25.62% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), JPSV annualized +12.12% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, JPSV or SCHD?
JPSV has been the more volatile fund at 16.1% annualized versus 13.6% for SCHD. Worst drawdown: JPSV -22.8% vs SCHD -33.4%.
Should I hold both JPSV and SCHD?
JPSV and SCHD have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPSV and SCHD?
JPSV and SCHD share 6 common holdings with a 0.5% weight overlap. Combined, they hold 204 unique securities.
Which pays a higher dividend, JPSV or SCHD?
JPSV yields 1.25% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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