Correlation
The correlation between JMUB and SCHD is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
JMUB vs. SCHD
Compare and contrast key facts about JPMorgan Municipal ETF (JMUB) and Schwab US Dividend Equity ETF (SCHD).
JMUB and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JMUB is an actively managed fund by JPMorgan Chase. It was launched on Oct 29, 2018. 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: JMUB or SCHD.
Performance
JMUB vs. SCHD - Performance Comparison
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Key characteristics
JMUB:
0.63
SCHD:
0.35
JMUB:
0.77
SCHD:
0.56
JMUB:
1.12
SCHD:
1.07
JMUB:
0.57
SCHD:
0.33
JMUB:
1.95
SCHD:
0.99
JMUB:
1.17%
SCHD:
5.36%
JMUB:
3.90%
SCHD:
16.40%
JMUB:
-12.50%
SCHD:
-33.37%
JMUB:
-1.76%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, JMUB achieves a -0.27% return, which is significantly higher than SCHD's -3.35% return.
JMUB
-0.27%
-0.18%
-1.32%
2.36%
2.41%
1.02%
N/A
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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JMUB vs. SCHD - Expense Ratio Comparison
JMUB has a 0.18% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
JMUB vs. SCHD — Risk-Adjusted Performance Rank
JMUB
SCHD
JMUB vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Municipal ETF (JMUB) 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.
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Dividends
JMUB vs. SCHD - Dividend Comparison
JMUB's dividend yield for the trailing twelve months is around 3.52%, less than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMUB JPMorgan Municipal ETF | 3.52% | 3.50% | 3.20% | 2.16% | 1.94% | 2.13% | 3.66% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
JMUB vs. SCHD - Drawdown Comparison
The maximum JMUB drawdown since its inception was -12.50%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for JMUB and SCHD.
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Volatility
JMUB vs. SCHD - Volatility Comparison
The current volatility for JPMorgan Municipal ETF (JMUB) is 0.79%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that JMUB 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.
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