LGDS vs SCHD
JPMorgan Fundamental Data Science Large Growth 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 104 holdings.
Side-by-Side Comparison
| Metric | LGDS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.06% | |
| AUM | $1.2B | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 100 | 104 | |
| YTD Return | -0.32% | +27.67% | |
| 1Y Return | - | +31.26% | |
| 3Y Return (annualized) | - | +16.66% | |
| 5Y Return (annualized) | - | +10.18% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -7.5% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 10, 2026 | Oct 20, 2011 |
LGDS vs SCHD Performance
JPMorgan Fundamental Data Science Large Growth ETF (LGDS) is a ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, LGDS is down 0.32% versus a gain of 27.67% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.5% for LGDS and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
LGDS charges 0.30% per year while SCHD charges 0.06%. On a $10,000 position that is $30 vs $6 annually, a gap of $24 per year that compounds over a long holding period. On income, LGDS currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, LGDS or SCHD?
LGDS has an expense ratio of 0.30% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
What is the holdings overlap between LGDS and SCHD?
LGDS and SCHD share 2 common holdings with a 0.6% weight overlap. Combined, they hold 198 unique securities.
Which pays a higher dividend, LGDS or SCHD?
LGDS yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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