Screener
JPSE vs SCHG
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs Schwab U.S. Large-Cap Growth ETF
Key differences
Both JPSE and SCHG are equity ETFs. JPSE charges 0.29% a year and SCHG 0.04%. The main difference: SCHG costs 0.25% less per year.
- SCHG costs 0.25% less per year.
- SCHG is much larger than JPSE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHG has delivered higher annualized returns.
- SCHG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPSE | SCHG | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.04% |
| Fund size (AUM) | $573M | $61.1B |
| Since | 2016 | 2009 |
| Dividend yield | 1.38% | 0.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.1% | +20.9% |
| CAGR 3Y | +16.5% | +24.9% |
| CAGR 5Y | +7.2% | +15.0% |
| Sharpe 3Y | 0.72 | 1.06 |
| Volatility 1Y | 16.13% | 15.79% |
| Max drawdown | -43.02% | -34.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.