JIVE vs. SCHD
Compare and contrast key facts about Jpmorgan International Value ETF (JIVE) and Schwab US Dividend Equity ETF (SCHD).
JIVE and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JIVE is an actively managed fund by JPMorgan. It was launched on Sep 13, 2023. 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: JIVE or SCHD.
Key characteristics
| JIVE | SCHD | |
|---|---|---|
| YTD Return | 14.36% | 12.56% |
| 1Y Return | 19.49% | 18.96% |
| Sharpe Ratio | 1.56 | 1.58 |
| Daily Std Dev | 13.15% | 11.80% |
| Max Drawdown | -7.77% | -33.37% |
| Current Drawdown | -1.13% | -0.46% |
Correlation
The correlation between JIVE and SCHD is 0.65, 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
JIVE vs. SCHD - Performance Comparison
In the year-to-date period, JIVE achieves a 14.36% return, which is significantly higher than SCHD's 12.56% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JIVE vs. SCHD - Expense Ratio Comparison
JIVE has a 0.55% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
JIVE vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jpmorgan International Value ETF (JIVE) 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
JIVE vs. SCHD - Dividend Comparison
JIVE's dividend yield for the trailing twelve months is around 0.65%, less than SCHD's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIVE Jpmorgan International Value ETF | 0.65% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.37% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
JIVE vs. SCHD - Drawdown Comparison
The maximum JIVE drawdown since its inception was -7.77%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for JIVE and SCHD. For additional features, visit the drawdowns tool.
Volatility
JIVE vs. SCHD - Volatility Comparison
Jpmorgan International Value ETF (JIVE) has a higher volatility of 4.24% compared to Schwab US Dividend Equity ETF (SCHD) at 3.09%. This indicates that JIVE's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.