JTEK vs SCHD
JPMorgan US Tech Leaders 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 100 holdings.
Side-by-Side Comparison
| Metric | JTEK | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $4.0B | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 63 | 104 | |
| YTD Return | +12.68% | +24.26% | |
| 1Y Return | +19.80% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 26.7% | 13.6% | |
| Max Drawdown | -30.6% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 4, 2023 | Oct 20, 2011 |
JTEK vs SCHD Performance
JPMorgan US Tech Leaders ETF (JTEK) 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 JTEK returned +19.80% while SCHD returned +31.38%. Year to date, JTEK is up 12.68% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
JTEK has been the more volatile fund, with annualized monthly volatility of 26.7% 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 -30.6% for JTEK 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 0.07. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JTEK 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, JTEK currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
JTEK and SCHD share 1 holdings out of 161 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JTEK | Weight in SCHD | Difference |
|---|---|---|---|
| TXN | 1.52% | 3.70% | 2.18% |
Frequently Asked Questions
Which is cheaper, JTEK or SCHD?
JTEK 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, JTEK or SCHD?
Over the past year JTEK returned +19.80% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), JTEK annualized +27.52% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, JTEK or SCHD?
JTEK has been the more volatile fund at 26.7% annualized versus 13.6% for SCHD. Worst drawdown: JTEK -30.6% vs SCHD -33.4%.
Should I hold both JTEK and SCHD?
JTEK and SCHD have a monthly-return correlation of 0.07, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JTEK and SCHD?
JTEK and SCHD share 1 common holdings with a 1.5% weight overlap. Combined, they hold 161 unique securities.
Which pays a higher dividend, JTEK or SCHD?
JTEK yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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