JUDO vs SCHD

JUDO vs SCHD

Which is better, JUDO or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. JUDO is less concentrated, with 41.2% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: JUDO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricJUDOSCHD
Expense Ratio0.55%0.06%Best
AUM-$112.1B
Dividend Yield2.31%3.00%
Holdings128103
YTD Return+12.51%+25.07%Best
1Y Return-+27.61%
3Y Return (annualized)-+15.74%
5Y Return (annualized)-+9.89%
Top 10 Weight41.2%Best41.8%
Fund FamilyJanus Henderson InvestorsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMar 24, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

JUDO vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

JUDO vs SCHD Performance

Janus Henderson US Equity Enhanced Income ETF (JUDO) is an ETF from Janus Henderson Investors and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, JUDO is up 12.51% versus a gain of 25.07% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

JUDO 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, JUDO currently yields 2.31% against 3.00% for SCHD.

Holdings Overlap

JUDO already in SCHD11.1%
SCHD already in JUDO31.3%

11.1% of JUDO's money is in holdings SCHD also owns. 31.3% of SCHD's money is in holdings JUDO also owns.

The two portfolios partly overlap.

The two holdings books were reported 62 days apart, JUDO as of Jun 30, 2026 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

9 positions in common, counted across the 69 positions we hold weights for in JUDO and 100 in SCHD, against full books of 128 and 103.

What only one of them owns

Our book lists 90 positions for SCHD that do not appear in our book for JUDO (68.6% of the fund), and 58 for JUDO that do not appear in SCHD (88.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in JUDOWeight in SCHDDifference
ABTAbbott Laboratories1.27%4.69%3.42%
KOCoca Cola Co.1.31%4.17%2.86%
HDHome Depot Inc/The1.53%3.88%2.35%
VZVerizon Communications, Inc.1.43%3.97%2.54%
CVXChevron Corp.1.34%4.02%2.68%
UNHUnitedhealth Group Inc.0.82%3.82%3.00%
TXNTexas Instruments, Inc0.88%3.13%2.25%
TGTTarget Corp.1.49%1.78%0.29%
EOGEog Resources Inc1.00%1.88%0.88%

31.3% of SCHD is already inside JUDO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JUDOSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JUDO or SCHD?

JUDO has an expense ratio of 0.55% while SCHD charges 0.06%. SCHD is the cheaper option, by $49 a year on a $10,000 investment.

What is the holdings overlap between JUDO and SCHD?

31.3% of SCHD's money is in holdings JUDO also owns. 31.3% of SCHD's is in holdings JUDO also owns. They hold 9 positions in common, counted across the 69 positions we hold weights for in JUDO and 100 in SCHD.

Which pays a higher dividend, JUDO or SCHD?

JUDO yields 2.31% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than JUDO?

SCHD has a lower expense ratio. JUDO is less concentrated, with 41.2% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.