Compare · 3 funds side by side · dividends reinvested

JADE, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

JADE, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.6

JPMorgan Active Developing Markets Equity ETFUnsorted0.65%1.99%+14.8%+15.6%[…][…]−13.5%24.5%$29M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JADE 2024 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Developing Markets Equity ETF · $29M[…]

JADE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JADEMeasureSCHD

+14.8%Year to dateJan 1 → Nov 5+35.3%

+15.6%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

1.99%Trailing 12-mo yield$199 · $291 a year on $10k2.91%

−13.5%Worst dropSmaller is better−6.9%

24.5%VolatilityLower is calmer11.5%

JADESCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6SCHD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JADE vs SCHD: Top 5 Holdings

Today

JADE

21.2%in top 5

SCHD

in top 521.7%

JADEStockSCHD

13.5%2330.TWnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.9%0700.HKnot top 5

1.7%2899.HKnot top 5

1.6%BAPnot top 5

1.4%HDBnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

JADE vs SCHD Returns, Every Period

J.P. MorganJADE

+15.6%

past year

SCHDSchwab

+41.6%

past year

JADESCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: JADE vs SCHD

YTD

J.P. MorganJADE

+14.8%

SCHDSchwab

+35.3%

+14.8%Year to date+35.3%

−13.5%Worst drop · 1Y−6.9%

24.5%Volatility · 1Y11.5%

2.0%Yield2.9%

$28.5MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JADE, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

JADE0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JADE, SCHD, DGRO

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

JADE1.99%$199

DGRO1.81%$181

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

JADE$199 − $65 = $134

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JADE, SCHD, DGRO

Today

21.1%most shared, SCHD and DGRO

JADESCHDDGRO

JADE—0.0%0.1%

SCHD0.0%—21.1%

DGRO0.1%21.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

DGROWorst drop−6.5%9.7% vol

SCHDWorst drop−6.9%11.5% vol

JADEWorst drop−13.5%24.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDGRO

+35.3%Year to date+20.6%

2.9%Yield1.8%

+41.6%Past year+24.5%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026