OGIAX vs. SCHD
Compare and contrast key facts about JPMorgan Investor Balanced A (OGIAX) and Schwab US 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OGIAX or SCHD.
Correlation
The correlation between OGIAX and SCHD is 0.82, 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.
Performance
OGIAX vs. SCHD - Performance Comparison
Key characteristics
OGIAX:
1.16
SCHD:
1.03
OGIAX:
1.57
SCHD:
1.53
OGIAX:
1.22
SCHD:
1.18
OGIAX:
0.92
SCHD:
1.47
OGIAX:
4.20
SCHD:
3.92
OGIAX:
2.05%
SCHD:
3.00%
OGIAX:
7.45%
SCHD:
11.46%
OGIAX:
-33.96%
SCHD:
-33.37%
OGIAX:
-3.62%
SCHD:
-5.80%
Returns By Period
In the year-to-date period, OGIAX achieves a 2.17% return, which is significantly higher than SCHD's 0.88% return. Over the past 10 years, OGIAX has underperformed SCHD with an annualized return of 2.69%, while SCHD has yielded a comparatively higher 11.05% annualized return.
OGIAX
2.17%
1.84%
2.79%
8.32%
3.39%
2.69%
SCHD
0.88%
0.88%
5.02%
11.27%
11.03%
11.05%
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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.
Risk-Adjusted Performance
OGIAX vs. SCHD — Risk-Adjusted Performance Rank
OGIAX
SCHD
OGIAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced A (OGIAX) 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
OGIAX vs. SCHD - Dividend Comparison
OGIAX's dividend yield for the trailing twelve months is around 2.93%, less than SCHD's 3.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | 2.93% | 2.99% | 2.25% | 1.81% | 2.36% | 1.69% | 1.86% | 2.62% | 1.90% | 1.61% | 1.65% | 1.88% |
SCHD Schwab US Dividend Equity ETF | 3.61% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
OGIAX vs. SCHD - Drawdown Comparison
The maximum OGIAX drawdown since its inception was -33.96%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for OGIAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
OGIAX vs. SCHD - Volatility Comparison
The current volatility for JPMorgan Investor Balanced A (OGIAX) is 2.25%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.60%. This indicates that OGIAX 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.