Compare · 2 funds side by side · dividends reinvested

JUSA and SCHX

JUSAJ.P. Morgan×SCHXSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,645SCHX · best of the two

02 / 04

JUSA and SCHX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.08%+8.0%+9.2%+22.0%+10.7%−9.0%13.7%$74.3B1.3

JPMorgan U.S. Research Enhanced Large Cap ETFLow-Cost Core · US large cap0.18%0.74%+7.2%+8.7%[…][…]−8.9%13.4%$892M1.7

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 · SCHX 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

JUSA

SCHX

Schwab U.S. Large-Cap ETF · $74.3B$16,645

$10,000 five years ago, dividends reinvested · they hold 71.5% in common

JUSAMeasureSCHX

+7.2%Year to dateJan 1 → Nov 5+8.0%

+8.7%1 yearTotal return+9.2%

[…]3 years · per year$10,000 became […] · $18,166+22.0%

[…]5 years · per year$10,000 became […] · $16,646+10.7%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.74%Trailing 12-mo yield$74 · $108 a year on $10k1.08%

−8.9%Worst dropSmaller is better−9.0%

13.4%VolatilityLower is calmer13.7%

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

2–4SCHX 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 SCHX: Top 5 Holdings

Today

JUSA

28.5%in top 5

SCHX

in top 526.2%

JUSAStockSCHX

7.6%NVDA6.9%

7.3%AAPL7.3%

6.7%MSFT5.9%

4.3%AMZN3.7%

2.6%GOOGL2.4%

Held in common71.5%

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

JUSA vs SCHX Returns, Every Period

J.P. MorganJUSA

+8.7%

past year

SCHXSchwab

+9.2%

past year

JUSASCHXFaded: behind in that period

0–2SCHX wins

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

JUSA vs SCHX

YTD

J.P. MorganJUSA

+7.2%

SCHXSchwab

+8.0%

+7.2%Year to date+8.0%

−8.9%Worst drop · 1Y−9.0%

13.4%Volatility · 1Y13.7%

0.7%Yield1.1%

$892MAssets$74.3B

2–2level

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

Cost, Income and Risk

Fees: JUSA, SCHX

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

JUSA0.18%$18

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

Yields: JUSA, SCHX

1.08%highest, SCHX

FundTrailing yieldYield$10k

SCHX1.08%$108

JUSA0.74%$74

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

Income After Fees on $10,000

$105most kept, SCHX

SCHX$108 − $3 = $105

JUSA$74 − $18 = $56

KeptFee

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

Overlap: JUSA, SCHX

Today

71.5%most shared, JUSA and SCHX

JUSASCHX

JUSA—71.5%

SCHX71.5%—

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

Return vs Bumpiness: 2 ETFs

+9.2%SCHX, at 13.7% volatility

JUSAWorst drop−8.9%13.4% vol

SCHXWorst drop−9.0%13.7% vol

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

Paid More vs Made More

YTD

SCHXJUSA

+8.0%Year to date+7.2%

1.1%Yield0.7%

+9.2%Past year+8.7%

0.03%Fee0.18%

4–0SCHX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026