OGIAX vs. SCHD
Compare and contrast key facts about JPMorgan Investor Balanced A (OGIAX) and Schwab U.S. Dividend Equity ETF (SCHD).
OGIAX is managed by JPMorgan. It was launched on Feb 5, 1998. 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.
Performance
OGIAX vs. SCHD - Performance Comparison
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OGIAX vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | -2.04% | 12.46% | 9.00% | 14.74% | -13.87% | 11.73% | 13.91% | 22.60% | -5.01% | 13.03% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, OGIAX achieves a -2.04% return, which is significantly lower than SCHD's 12.17% return. Over the past 10 years, OGIAX has underperformed SCHD with an annualized return of 7.71%, while SCHD has yielded a comparatively higher 12.25% annualized return.
OGIAX
- 1D
- 1.05%
- 1M
- -3.95%
- YTD
- -2.04%
- 6M
- -0.85%
- 1Y
- 9.70%
- 3Y*
- 9.62%
- 5Y*
- 5.06%
- 10Y*
- 7.71%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
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OGIAX vs. SCHD - Expense Ratio Comparison
OGIAX has a 0.97% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
OGIAX vs. SCHD — Risk / Return Rank
OGIAX
SCHD
OGIAX vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced A (OGIAX) and Schwab U.S. 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.
| OGIAX | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.88 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.32 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.05 | +0.53 |
Martin ratioReturn relative to average drawdown | 6.69 | 3.55 | +3.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OGIAX | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.88 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.58 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.74 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.84 | -0.12 |
Correlation
The correlation between OGIAX and SCHD is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
OGIAX vs. SCHD - Dividend Comparison
OGIAX's dividend yield for the trailing twelve months is around 5.53%, more than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | 5.53% | 5.87% | 5.76% | 3.28% | 6.82% | 5.11% | 5.99% | 11.18% | 7.63% | 6.70% | 3.56% | 4.94% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
OGIAX vs. SCHD - Drawdown Comparison
The maximum OGIAX drawdown since its inception was -29.75%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for OGIAX and SCHD.
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Drawdown Indicators
| OGIAX | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.75% | -33.37% | +3.62% |
Max Drawdown (1Y)Largest decline over 1 year | -6.42% | -12.74% | +6.32% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -16.85% | -1.93% |
Max Drawdown (10Y)Largest decline over 10 years | -21.07% | -33.37% | +12.30% |
Current DrawdownCurrent decline from peak | -4.57% | -3.43% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -3.59% | -3.34% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 3.75% | -2.23% |
Volatility
OGIAX vs. SCHD - Volatility Comparison
JPMorgan Investor Balanced A (OGIAX) has a higher volatility of 3.16% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that OGIAX'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.
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Volatility by Period
| OGIAX | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 2.33% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 5.09% | 7.96% | -2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.83% | 15.69% | -6.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.92% | 14.40% | -5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.28% | 16.70% | -7.42% |