JRS vs SCHD
Nuveen Real Estate Income Fund vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | JRS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.06% | |
| AUM | - | $108.7B | |
| Dividend Yield | 7.40% | 3.13% | |
| Holdings | 87 | 104 | |
| YTD Return | +16.12% | +26.50% | |
| 1Y Return | +19.92% | +31.25% | |
| 3Y Return (annualized) | +15.70% | +16.34% | |
| 5Y Return (annualized) | +2.84% | +10.10% | |
| Volatility (annualized) | 28.2% | 13.6% | |
| Max Drawdown | -90.7% | -33.4% | |
| Fund Family | Nuveen | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 15, 2001 | Oct 20, 2011 |
JRS vs SCHD Performance
Nuveen Real Estate Income Fund (JRS) is a ETF from Nuveen and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year JRS returned +19.92% while SCHD returned +31.25%. Year to date, JRS is up 16.12% versus a gain of 26.50% for SCHD.
Over three years, JRS compounded at +15.70% per year against +16.34% for SCHD; over five years the annualized figures are +2.84% and +10.10% respectively. Across the full 15-year window we track, SCHD has the edge at +11.50% annualized vs -0.52%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JRS has been the more volatile fund, with annualized monthly volatility of 28.2% 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 -90.7% for JRS 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 0.70. They usually move together, but the gap leaves some room for diversification.
Holdings Overlap
JRS and SCHD share 0 holdings out of 153 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, JRS or SCHD?
Over the past year JRS returned +19.92% vs +31.25% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), JRS annualized -0.52% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, JRS or SCHD?
JRS has been the more volatile fund at 28.2% annualized versus 13.6% for SCHD. Worst drawdown: JRS -90.7% vs SCHD -33.4%.
Should I hold both JRS and SCHD?
JRS and SCHD have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JRS and SCHD?
JRS and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 153 unique securities.
Which pays a higher dividend, JRS or SCHD?
JRS yields 7.40% while SCHD yields 3.13%, so JRS currently pays the higher dividend yield.
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