JUNM vs SCHD
FT Vest US Equity Max Buffer ETF - June vs Schwab US Dividend Equity ETF
Which is better, JUNM or SCHD?
Option Writing against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
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
| Metric | JUNM | SCHD |
|---|---|---|
| Expense Ratio | 0.85% | 0.06%Best |
| AUM | $67M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 8 | 103 |
| YTD Return | +3.17% | +24.23%Best |
| 1Y Return | +4.63% | +27.90%Best |
| 3Y Return (annualized) | - | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 3.3%Best | 13.4% |
| Max Drawdown | -5.4%Best | -16.1% |
| $10,000 over 2.2 years | $11,555 | $13,888Best |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Value |
| Inception | Jun 21, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 24, 2024 to Sep 17, 2026 (2.2 years).
JUNM 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 covers the 2.2 years both funds cover.
JUNM vs SCHD Performance
FT Vest US Equity Max Buffer ETF - June (JUNM) is an ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year JUNM returned +4.63% while SCHD returned +27.90%. Year to date, JUNM is up 3.17% versus a gain of 24.23% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 3.3% for JUNM. 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 -5.4% for JUNM and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.32. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JUNM charges 0.85% per year while SCHD charges 0.06%. On a $10,000 position that is $85 vs $6 annually, a gap of $79 per year that compounds over a long holding period. On income, JUNM currently yields 0.00% against 3.00% for SCHD.
You are not choosing between two funds in isolation.
Whichever of JUNM and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JUNM or SCHD?
JUNM has an expense ratio of 0.85% while SCHD charges 0.06%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.
Which performed better, JUNM or SCHD?
Over the past year JUNM returned +4.63% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), JUNM annualized +6.79% vs +16.10% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JUNM or SCHD?
SCHD has been the more volatile fund at 13.4% annualized versus 3.3% for JUNM. Worst drawdown: JUNM -5.4% vs SCHD -16.1%.
Should I hold both JUNM and SCHD?
JUNM and SCHD have a monthly-return correlation of 0.32, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, JUNM or SCHD?
JUNM yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than JUNM?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.