JAVA vs SCHD5YJAVAJAVAAvsBSCHDSCHDJPMorgan Active Value ETF · $7.8BSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+20.1%3 years · per year$17,303 · $17,257+19.9%+11.7%5 years · per year$17,399 · $16,429+10.4%Cost and income0.44%Expense ratio$44 · $6 on $10k · lower wins0.06%1.12%12-mo yield$112 · $293 on $10k
Overlap: JAVA, SCHD, IWFToday17.7%most shared, JAVA and IWFJAVASCHDIWFJAVA—9.7%17.7%SCHD9.7%—3.6%IWF17.7%3.6%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
JAVA vs SCHD5YAJAVAJPMorgan Active Value$17,400vsSCHDBSchwab U.S. Dividend Equity$16,429$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AJAVAJPMorgan Active Value ETFReadDesk0.44%1.12%−0.4%+18.6%+21.2%+20.1%+11.7%−8.3%$7.8B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AJAVAJPMorgan Active Value ETFReadDesk0.44%1.12%−0.4%+18.6%+21.2%+20.1%+11.7%−8.3%$7.8B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: JAVA, SCHD, IWFToday17.7%most shared, JAVA and IWFJAVASCHDIWFJAVA—9.7%17.7%SCHD9.7%—3.6%IWF17.7%3.6%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287JAVA$112 − $44 = $68IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee