Compare · 2 funds side by side · dividends reinvested

JADE and SCHD

JADEJ.P. Morgan×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

JADE and SCHD, 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%$123B1.0

JPMorgan Active Developing Markets Equity ETFUnsorted0.65%1.99%+14.8%+15.6%[…][…]−13.5%24.5%$29M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JADE 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

JADE

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

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

SCHDMeasureJADE

+35.3%Year to dateJan 1 → Nov 4+14.8%

+41.6%1 yearTotal return+15.6%

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

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

0.06%Expense ratio$6 · $65 a year on $10k · lower is better0.65%

2.91%Trailing 12-mo yield$291 · $199 a year on $10k1.99%

−6.9%Worst dropSmaller is better−13.5%

11.5%VolatilityLower is calmer24.5%

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

6–0SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs JADE: Top 5 Holdings

Today

SCHD

21.6%in top 5

JADE

in top 521.2%

SCHDStockJADE

not top 52330.TW13.8%

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

not top 50700.HK2.9%

not top 5BAP1.6%

not top 52899.HK1.6%

not top 5HDB1.4%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SCHD vs JADE Returns, Every Period

SchwabSCHD

+41.6%

past year

JADEJ.P. Morgan

+15.6%

past year

SCHDJADEFaded: behind in that period

2–0SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: SCHD vs JADE

YTD

SchwabSCHD

+35.3%

JADEJ.P. Morgan

+14.8%

+35.3%Year to date+14.8%

−6.9%Worst drop · 1Y−13.5%

11.5%Volatility · 1Y24.5%

2.9%Yield2.0%

$123BAssets$28.5M

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JADE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JADE0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JADE, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

JADE1.99%$199

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

JADE$199 − $65 = $134

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JADE, SCHD

Today

0.0%most shared, JADE and SCHD

JADESCHD

JADE—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

JADEWorst drop−13.5%24.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDJADE

+35.3%Year to date+14.8%

2.9%Yield2.0%

+41.6%Past year+15.6%

0.06%Fee0.65%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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 4, 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 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026