Compare · 2 funds side by side · dividends reinvested

JUSA and SCHV

JUSAJ.P. Morgan×SCHVSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,084SCHV · best of the two

02 / 04

JUSA and SCHV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.84%+16.6%+21.2%+20.5%+10.0%−6.9%11.8%$15.9B1.0

JPMorgan U.S. Research Enhanced Large Cap ETFLow-Cost Core · US large cap0.18%0.74%+7.2%+8.7%[…][…]−8.9%13.4%$892M2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

JUSA

SCHV

Schwab U.S. Large-Cap Value ETF · $15.9B$16,084

$10,000 five years ago, dividends reinvested · they hold 34.1% in common

JUSAMeasureSCHV

+7.2%Year to dateJan 1 → Nov 5+16.6%

+8.7%1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,488+20.5%

[…]5 years · per year$10,000 became […] · $16,084+10.0%

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

0.74%Trailing 12-mo yield$74 · $184 a year on $10k1.84%

−8.9%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.8%

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

0–6SCHV 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 SCHV: Top 5 Holdings

Today

JUSA

28.5%in top 5

SCHV

in top 512.8%

JUSAStockSCHV

7.6%NVDAnot top 5

7.3%AAPLnot top 5

6.7%MSFTnot top 5

4.3%AMZNnot top 5

not top 5BRK-B3.5%

not top 5JPM3.0%

2.6%GOOGLnot top 5

not top 5XOM2.3%

not top 5JNJ2.2%

not top 5WMT1.9%

Held in common34.1%

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

JUSA vs SCHV Returns, Every Period

J.P. MorganJUSA

+8.7%

past year

SCHVSchwab

+21.2%

past year

JUSASCHVFaded: behind in that period

0–2SCHV wins

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

JUSA vs SCHV

YTD

J.P. MorganJUSA

+7.2%

SCHVSchwab

+16.6%

+7.2%Year to date+16.6%

−8.9%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.8%

0.7%Yield1.8%

$892MAssets$15.9B

4–0SCHV wins

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

Cost, Income and Risk

Fees: JUSA, SCHV

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

JUSA0.18%$18

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

Yields: JUSA, SCHV

1.84%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.84%$184

JUSA0.74%$74

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

Income After Fees on $10,000

$180most kept, SCHV

SCHV$184 − $4 = $180

JUSA$74 − $18 = $56

KeptFee

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

Overlap: JUSA, SCHV

Today

34.1%most shared, JUSA and SCHV

JUSASCHV

JUSA—34.1%

SCHV34.1%—

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

Return vs Bumpiness: 2 ETFs

+21.2%SCHV, at 11.8% volatility

SCHVWorst drop−6.9%11.8% vol

JUSAWorst drop−8.9%13.4% vol

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

Paid More vs Made More

YTD

SCHVJUSA

+16.6%Year to date+7.2%

1.8%Yield0.7%

+21.2%Past year+8.7%

0.04%Fee0.18%

4–0SCHV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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