Compare · 2 funds side by side · dividends reinvested

LCDS and SCHD

LCDSJ.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

LCDS 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%$121B1.0

JPMorgan Fundamental Data Science Large Core ETFUS Stock Styles · Large cap0.30%0.85%+13.9%+14.5%[…][…]−9.1%12.4%$16M2.0

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: LCDS 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Core ETF · $16M[…]

LCDS

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

LCDSMeasureSCHD

+13.9%Year to dateJan 1 → Nov 4+35.3%

+14.5%1 yearTotal return+41.6%

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

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

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

0.85%Trailing 12-mo yield$85 · $291 a year on $10k2.91%

−9.1%Worst dropSmaller is better−6.9%

12.4%VolatilityLower is calmer11.5%

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

0–6SCHD wins

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

More Ways to See the Pairs

LCDS vs SCHD: Top 5 Holdings

Today

LCDS

31.1%in top 5

SCHD

in top 521.6%

LCDSStockSCHD

8.4%NVDAnot top 5

7.5%AAPLnot top 5

6.7%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

4.3%AMZNnot top 5

4.2%GOOGLnot top 5

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common5.5%

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

LCDS vs SCHD Returns, Every Period

J.P. MorganLCDS

+14.5%

past year

SCHDSchwab

+41.6%

past year

LCDSSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: LCDS vs SCHD

YTD

J.P. MorganLCDS

+13.9%

SCHDSchwab

+35.3%

+13.9%Year to date+35.3%

−9.1%Worst drop · 1Y−6.9%

12.4%Volatility · 1Y11.5%

0.9%Yield2.9%

$16.3MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: LCDS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LCDS0.30%$30

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

Yields: LCDS, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

LCDS0.85%$85

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

LCDS$85 − $30 = $55

KeptFee

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

Overlap: LCDS, SCHD

Today

5.5%most shared, LCDS and SCHD

LCDSSCHD

LCDS—5.5%

SCHD5.5%—

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

LCDSWorst drop−9.1%12.4% vol

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

Paid More vs Made More

YTD

SCHDLCDS

+35.3%Year to date+13.9%

2.9%Yield0.9%

+41.6%Past year+14.5%

0.06%Fee0.30%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026