JUSA vs SCHD
JPMorgan US Research Enhanced Large Cap ETF vs Schwab US Dividend Equity ETF
Which is better, JUSA or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. JUSA led over the full window, SCHD over 1Y. JUSA is less concentrated, with 38.6% of the fund in its ten largest positions against 41.8%.
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 | JUSA | SCHD |
|---|---|---|
| Expense Ratio | 0.12% | 0.06%Best |
| AUM | $702M | $112.1B |
| Dividend Yield | 0.55% | 3.00% |
| Holdings | 249 | 103 |
| YTD Return | +10.84% | +24.59%Best |
| 1Y Return | +16.66% | +28.14%Best |
| 3Y Return (annualized) | - | +15.58% |
| 5Y Return (annualized) | - | +9.90% |
| Volatility (annualized) | 11.8%Best | 14.0% |
| Max Drawdown | -14.0% | -13.0%Best |
| $10,000 over 1.5 years | $13,545Best | $13,008 |
| Top 10 Weight | 38.6%Best | 41.8% |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 13, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 14, 2025 to Sep 10, 2026 (1.5 years).
JUSA 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 1.5 years both funds cover.
JUSA vs SCHD Performance
JPMorgan US Research Enhanced Large Cap ETF (JUSA) is an ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year JUSA returned +16.66% while SCHD returned +28.14%. Year to date, JUSA is up 10.84% versus a gain of 24.59% 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 14.0% compared with 11.8% for JUSA. 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 -14.0% for JUSA and -13.0% 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 0.31. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JUSA charges 0.12% per year while SCHD charges 0.06%. On a $10,000 position that is $12 vs $6 annually, a gap of $6 per year that compounds over a long holding period. On income, JUSA currently yields 0.55% against 3.00% for SCHD.
Holdings Overlap
6.1% of JUSA's money is in holdings SCHD also owns. 66.0% of SCHD's money is in holdings JUSA also owns.
The two portfolios partly overlap.
23 positions in common, counted across the 252 positions we hold weights for in JUSA and 100 in SCHD, against full books of 249 and 103.
What only one of them owns
Our book lists 76 positions for SCHD that do not appear in our book for JUSA (33.9% of the fund), and 222 for JUSA that do not appear in SCHD (93.3%).
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
| Stock | Weight in JUSA | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Co. Inc. | 0.21% | 4.77% | 4.56% |
| ABTAbbott Laboratories | 0.12% | 4.69% | 4.57% |
| UNHUnitedhealth Group Inc. | 0.66% | 3.82% | 3.16% |
| COPConocophillips Co | 0.49% | 3.94% | 3.45% |
| KOCoca Cola Co. | 0.12% | 4.17% | 4.05% |
| VZVerizon Communications, Inc. | 0.30% | 3.97% | 3.67% |
| PEPPepsico Inc. | 0.62% | 3.64% | 3.02% |
| CVXChevron Corp. | 0.14% | 4.02% | 3.88% |
| PGProcter & Gamble Company | 0.12% | 3.83% | 3.71% |
| HDHome Depot Inc/The | 0.07% | 3.88% | 3.81% |
66.0% of SCHD is already inside JUSA.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JUSA or SCHD?
JUSA has an expense ratio of 0.12% while SCHD charges 0.06%. SCHD is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, JUSA or SCHD?
Over the past year JUSA returned +16.66% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), JUSA annualized +22.42% vs +19.16% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JUSA or SCHD?
SCHD has been the more volatile fund at 14.0% annualized versus 11.8% for JUSA. Worst drawdown: JUSA -14.0% vs SCHD -13.0%.
Should I hold both JUSA and SCHD?
JUSA and SCHD have a monthly-return correlation of 0.31, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JUSA and SCHD?
66.0% of SCHD's money is in holdings JUSA also owns. 66.0% of SCHD's is in holdings JUSA also owns. They hold 23 positions in common, counted across the 252 positions we hold weights for in JUSA and 100 in SCHD.
Which pays a higher dividend, JUSA or SCHD?
JUSA yields 0.55% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than JUSA?
SCHD has a lower expense ratio. JUSA led over the full window, SCHD over 1Y. JUSA is less concentrated, with 38.6% 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.