Screener
JGRW vs SCHV
Jensen Quality Growth ETF vs Schwab U.S. Large-Cap Value ETF
Key differences
Both JGRW and SCHV are equity ETFs. JGRW charges 0.57% a year and SCHV 0.04%. The main difference: JGRW follows a active selection strategy; SCHV uses index tracking.
- JGRW follows a active selection strategy; SCHV uses index tracking.
- SCHV costs 0.53% less per year.
- SCHV is much larger than JGRW. Larger funds are usually more liquid and less likely to close.
- SCHV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JGRW | SCHV | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.04% |
| Fund size (AUM) | $96M | $15.5B |
| Since | 2024 | 2009 |
| Dividend yield | 0.45% | 1.79% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +1.9% | +27.3% |
| CAGR 3Y | N/A | +19.3% |
| CAGR 5Y | N/A | +10.3% |
| Sharpe 3Y | N/A | 1.17 |
| Volatility 1Y | 11.85% | 10.81% |
| Max drawdown | -14.63% | -37.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.