JRE vs SCHD
Janus Henderson US Real Estate 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 | JRE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $4M | $108.7B | |
| Dividend Yield | 4.65% | 3.13% | |
| Holdings | 25 | 104 | |
| YTD Return | +20.13% | +26.54% | |
| 1Y Return | +23.54% | +30.90% | |
| 3Y Return (annualized) | +11.02% | +16.29% | |
| 5Y Return (annualized) | +3.94% | +9.65% | |
| Volatility (annualized) | 18.5% | 13.6% | |
| Max Drawdown | -31.7% | -33.4% | |
| Fund Family | Janus Henderson Investors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 22, 2021 | Oct 20, 2011 |
JRE vs SCHD Performance
Janus Henderson US Real Estate ETF (JRE) is a ETF from Janus Henderson Investors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year JRE returned +23.54% while SCHD returned +30.90%. Year to date, JRE is up 20.13% versus a gain of 26.54% for SCHD.
Over three years, JRE compounded at +11.02% per year against +16.29% for SCHD; over five years the annualized figures are +3.94% and +9.65% respectively. Across the full 5-year window we track, SCHD has the edge at +11.51% annualized vs +5.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JRE has been the more volatile fund, with annualized monthly volatility of 18.5% 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 -31.7% for JRE 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JRE charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, JRE currently yields 4.65% against 3.13% for SCHD.
Holdings Overlap
JRE and SCHD share 0 holdings out of 124 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, JRE or SCHD?
JRE has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, JRE or SCHD?
Over the past year JRE returned +23.54% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), JRE annualized +5.11% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, JRE or SCHD?
JRE has been the more volatile fund at 18.5% annualized versus 13.6% for SCHD. Worst drawdown: JRE -31.7% vs SCHD -33.4%.
Should I hold both JRE and SCHD?
JRE and SCHD have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JRE and SCHD?
JRE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 124 unique securities.
Which pays a higher dividend, JRE or SCHD?
JRE yields 4.65% while SCHD yields 3.13%, so JRE currently pays the higher dividend yield.
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