Screener
SCHX vs JUSA
Schwab U.S. Large-Cap ETF vs JPMorgan U.S. Research Enhanced Large Cap ETF
Key differences
Both SCHX and JUSA are equity ETFs. SCHX charges 0.03% a year and JUSA 0.12%. The main difference: SCHX follows a index tracking strategy; JUSA uses active selection.
- SCHX follows a index tracking strategy; JUSA uses active selection.
- SCHX costs 0.09% less per year.
- SCHX is much larger than JUSA. Larger funds are usually more liquid and less likely to close.
- SCHX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHX | JUSA | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.12% |
| Fund size (AUM) | $72.6B | $319M |
| Since | 2009 | 2025 |
| Dividend yield | 1.00% | 0.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.5% | +24.7% |
| CAGR 3Y | +22.2% | N/A |
| CAGR 5Y | +13.0% | N/A |
| Sharpe 3Y | 1.17 | N/A |
| Volatility 1Y | 12.28% | 12.06% |
| Max drawdown | -34.33% | -14.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.