Compare · 2 funds side by side · dividends reinvested

JUSA and SCHG

JUSAJ.P. Morgan×SCHGSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,740SCHG · best of the two

02 / 04

JUSA and SCHG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Research Enhanced Large Cap ETFLow-Cost Core · US large cap0.18%0.74%+7.2%+8.7%[…][…]−8.9%13.4%$892M1.2

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.42%+0.9%+0.1%+22.9%+10.9%−15.0%17.8%$62.5B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: JUSA 2025 · SCHG 2009

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan U.S. Research Enhanced Large Cap ETF · $892M[…]

JUSA

SCHG

Schwab U.S. Large-Cap Growth ETF · $62.5B$16,740

$10,000 five years ago, dividends reinvested · they hold 56.2% in common

JUSAMeasureSCHG

+7.2%Year to dateJan 1 → Nov 5+0.9%

+8.7%1 yearTotal return+0.1%

[…]3 years · per year$10,000 became […] · $18,547+22.9%

[…]5 years · per year$10,000 became […] · $16,740+10.9%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

0.74%Trailing 12-mo yield$74 · $42 a year on $10k0.42%

−8.9%Worst dropSmaller is better−15.0%

13.4%VolatilityLower is calmer17.8%

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

5–1JUSA wins

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

More Ways to See the Pairs

JUSA vs SCHG: Top 5 Holdings

Today

JUSA

28.5%in top 5

SCHG

in top 543.6%

JUSAStockSCHG

7.3%AAPL12.1%

7.6%NVDA11.5%

6.7%MSFT9.8%

4.3%AMZN6.2%

2.6%GOOGL4.0%

Held in common56.2%

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

JUSA vs SCHG Returns, Every Period

J.P. MorganJUSA

+8.7%

past year

SCHGSchwab

+0.1%

past year

JUSASCHGFaded: behind in that period

2–0JUSA wins

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

JUSA vs SCHG

YTD

J.P. MorganJUSA

+7.2%

SCHGSchwab

+0.9%

+7.2%Year to date+0.9%

−8.9%Worst drop · 1Y−15.0%

13.4%Volatility · 1Y17.8%

0.7%Yield0.4%

$892MAssets$62.5B

4–0JUSA wins

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

Cost, Income and Risk

Fees: JUSA, SCHG

Today

0.04%lowest, SCHG

FundExpense ratioFee$10k

SCHG0.04%$4

JUSA0.18%$18

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

Yields: JUSA, SCHG

0.74%highest, JUSA

FundTrailing yieldYield$10k

JUSA0.74%$74

SCHG0.42%$42

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

Income After Fees on $10,000

$56most kept, JUSA

JUSA$74 − $18 = $56

SCHG$42 − $4 = $38

KeptFee

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

Overlap: JUSA, SCHG

Today

56.2%most shared, JUSA and SCHG

JUSASCHG

JUSA—56.2%

SCHG56.2%—

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

Return vs Bumpiness: 2 ETFs

+8.7%JUSA, at 13.4% volatility

JUSAWorst drop−8.9%13.4% vol

SCHGWorst drop−15.0%17.8% vol

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

Paid More vs Made More

YTD

JUSASCHG

+7.2%Year to date+0.9%

0.7%Yield0.4%

+8.7%Past year+0.1%

0.18%Fee0.04%

3–1JUSA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026