JADE vs SCHD

AJADE

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.0%JADE and SCHD

JADE

SCHD

JPMorgan Active Developing Markets Equity ETF · $29MSchwab U.S. Dividend Equity ETF · $123B

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

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

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

1.99%12-mo yield$199 · $291 on $10k2.91%

−13.5%Worst dropSmaller wins−6.9%

24.5%VolatilityLower wins11.5%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJADE · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	1.99%	+0.8%	+14.8%	+15.6%	new	new	−13.5%	$29M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	1.99%	+0.8%	+14.8%	+15.6%	new	new	−13.5%	$29M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JADE vs SCHD

JADE

JPMorgan Active Developing Markets Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureJADESCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield1.99%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−13.5%−6.9%

Volatility · 1Y24.5%11.5%

4–0measures won
SCHD first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: JADE, SCHD, DGRO

Today

21.0%most shared, SCHD and DGRO

JADESCHDDGRO

JADE—0.0%0.1%

SCHD0.0%—21.0%

DGRO0.1%21.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

JADE$199 − $65 = $134

KeptFee

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