JPXN vs SCHD
iShares JPX-Nikkei 400 ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. JPXN offers more diversification with 394 holdings.
Side-by-Side Comparison
| Metric | JPXN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.06% | |
| AUM | $142M | $108.7B | |
| Dividend Yield | 2.74% | 3.13% | |
| Holdings | 394 | 104 | |
| YTD Return | +17.48% | +28.63% | |
| 1Y Return | +23.16% | +32.53% | |
| 3Y Return (annualized) | +20.15% | +16.97% | |
| 5Y Return (annualized) | +10.03% | +10.47% | |
| Volatility (annualized) | 15.9% | 13.7% | |
| Max Drawdown | -56.5% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 23, 2001 | Oct 20, 2011 |
JPXN vs SCHD Performance
iShares JPX-Nikkei 400 ETF (JPXN) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year JPXN returned +23.16% while SCHD returned +32.53%. Year to date, JPXN is up 17.48% versus a gain of 28.63% for SCHD.
Over three years, JPXN compounded at +20.15% per year against +16.97% for SCHD; over five years the annualized figures are +10.03% and +10.47% respectively. Across the full 15-year window we track, SCHD has the edge at +11.63% annualized vs +4.50%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPXN has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 13.7% 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 -56.5% for JPXN 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPXN charges 0.48% per year while SCHD charges 0.06%. On a $10,000 position that is $48 vs $6 annually, a gap of $42 per year that compounds over a long holding period. On income, JPXN currently yields 2.74% against 3.13% for SCHD.
Holdings Overlap
JPXN and SCHD share 0 holdings out of 490 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, JPXN or SCHD?
JPXN has an expense ratio of 0.48% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, JPXN or SCHD?
Over the past year JPXN returned +23.16% vs +32.53% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), JPXN annualized +4.50% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, JPXN or SCHD?
JPXN has been the more volatile fund at 15.9% annualized versus 13.7% for SCHD. Worst drawdown: JPXN -56.5% vs SCHD -33.4%.
Should I hold both JPXN and SCHD?
JPXN and SCHD have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPXN and SCHD?
JPXN and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 490 unique securities.
Which pays a higher dividend, JPXN or SCHD?
JPXN yields 2.74% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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