Compare · 2 funds side by side · dividends reinvested

JPLD and SCHD

JPLDJ.P. Morgan×SCHDSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeJPLD · 4.35% · $435 a year on $10k

Story of the two · RiskSmallest drop

JPLD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.4

JPMorgan Limited Duration Bond ETFBonds & Cash · Other bonds0.30%4.35%+1.7%+2.3%+5.4%[…]−1.0%1.5%$4.2B1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: JPLD 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Limited Duration Bond ETF · $4.2B[…]

JPLD

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested

JPLDMeasureSCHD

+1.7%

More Ways to See the Pairs

JPLD vs SCHD: Top 5 Holdings

Today

JPLD

[…]in top 5

SCHD

in top 521.7%

JPLDStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: JPLD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JPLD0.30%$30

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: JPLD, SCHD

1Y

4.35%highest, JPLD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to date

Jan 1 → Nov 13

+34.9%

+2.3%1 yearTotal return+37.5%

+5.4%3 years · per year$10,000 became $11,708 · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

4.35%Trailing 12-mo yield$435 · $292 a year on $10k2.92%

−1.0%Worst dropSmaller is better−6.9%

1.5%VolatilityLower is calmer11.7%

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

3–4SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

JPLD vs SCHD Returns, Every Period

1Y

J.P. MorganJPLD

+2.3%

past year

SCHDSchwab

+37.5%

past year

JPLDSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: JPLD vs SCHD

YTD

J.P. MorganJPLD

+1.7%

SCHDSchwab

+34.9%

+1.7%Year to date+34.9%

−1.0%Worst drop · 1Y−6.9%

1.5%Volatility · 1Y11.7%

4.4%Yield2.9%

$4.2BAssets$124B

3–1JPLD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

JPLD4.35%$435

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$405most kept, JPLD

JPLD$435 − $30 = $405

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JPLD, SCHD

Today

[…]holdings […]

JPLDSCHD

JPLD—[…]

SCHD[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

JPLDWorst drop−1.0%1.5% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JPLDSCHD

+1.7%Year to date+34.9%

4.4%Yield2.9%

+2.3%Past year+37.5%

0.30%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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JPLD and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two