Screener
JPSE vs SCHX
JPMorgan Diversified Return U.S. Small Cap Equity ETF vs Schwab U.S. Large-Cap ETF
Key differences
Both JPSE and SCHX are equity ETFs. JPSE charges 0.29% a year and SCHX 0.03%. The main difference: SCHX costs 0.26% less per year.
- SCHX costs 0.26% less per year.
- SCHX is much larger than JPSE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHX has delivered higher annualized returns.
- SCHX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPSE | SCHX | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.03% |
| Fund size (AUM) | $573M | $72.6B |
| Since | 2016 | 2009 |
| Dividend yield | 1.38% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.1% | +24.5% |
| CAGR 3Y | +16.5% | +22.5% |
| CAGR 5Y | +7.2% | +12.9% |
| Sharpe 3Y | 0.72 | 1.19 |
| Volatility 1Y | 16.13% | 12.29% |
| Max drawdown | -43.02% | -34.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.