JHQDX vs. SCHD
Compare and contrast key facts about JPMorgan Hedged Equity 2 Fund Class I (JHQDX) and Schwab US Dividend Equity ETF (SCHD).
JHQDX is managed by JPMorgan Chase. It was launched on Feb 26, 2021. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JHQDX or SCHD.
Correlation
The correlation between JHQDX and SCHD is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JHQDX vs. SCHD - Performance Comparison
Key characteristics
JHQDX:
2.62
SCHD:
1.27
JHQDX:
3.64
SCHD:
1.87
JHQDX:
1.57
SCHD:
1.22
JHQDX:
5.53
SCHD:
1.82
JHQDX:
26.22
SCHD:
4.66
JHQDX:
0.71%
SCHD:
3.11%
JHQDX:
7.10%
SCHD:
11.39%
JHQDX:
-19.10%
SCHD:
-33.37%
JHQDX:
-0.05%
SCHD:
-3.20%
Returns By Period
The year-to-date returns for both investments are quite close, with JHQDX having a 3.50% return and SCHD slightly higher at 3.66%.
JHQDX
3.50%
1.43%
8.20%
18.79%
N/A
N/A
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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JHQDX vs. SCHD - Expense Ratio Comparison
JHQDX has a 0.60% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
JHQDX vs. SCHD — Risk-Adjusted Performance Rank
JHQDX
SCHD
JHQDX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Hedged Equity 2 Fund Class I (JHQDX) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
JHQDX vs. SCHD - Dividend Comparison
JHQDX's dividend yield for the trailing twelve months is around 0.72%, less than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHQDX JPMorgan Hedged Equity 2 Fund Class I | 0.72% | 0.75% | 0.96% | 1.03% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
JHQDX vs. SCHD - Drawdown Comparison
The maximum JHQDX drawdown since its inception was -19.10%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for JHQDX and SCHD. For additional features, visit the drawdowns tool.
Volatility
JHQDX vs. SCHD - Volatility Comparison
The current volatility for JPMorgan Hedged Equity 2 Fund Class I (JHQDX) is 1.52%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.27%. This indicates that JHQDX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.