JHDG vs SCHX
John Hancock Hedged Equity ETF vs Schwab US Large-Cap ETF
Which is better, JHDG or SCHX?
SCHX costs less.
SCHX has a lower expense ratio. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 47.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JHDG | SCHX |
|---|---|---|
| Expense Ratio | 0.49% | 0.03%Best |
| AUM | $128M | $75.3B |
| Dividend Yield | 0.18% | 1.04% |
| Holdings | 117 | 752 |
| YTD Return | +10.57% | +13.08%Best |
| 1Y Return | - | +16.62% |
| 3Y Return (annualized) | - | +22.27% |
| 5Y Return (annualized) | - | +12.56% |
| Top 10 Weight | 47.8% | 36.9%Best |
| Fund Family | John Hancock Investment Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 8, 2026 | Nov 3, 2009 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
JHDG vs SCHX growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
JHDG vs SCHX Performance
John Hancock Hedged Equity ETF (JHDG) is an ETF from John Hancock Investment Management and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Year to date, JHDG is up 10.57% versus a gain of 13.08% for SCHX.
Past performance does not guarantee future results.
Fees and Cost Over Time
JHDG charges 0.49% per year while SCHX charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, JHDG currently yields 0.18% against 1.04% for SCHX.
Holdings Overlap
83.8% of JHDG's money is in holdings SCHX also owns. 37.3% of SCHX's money is in holdings JHDG also owns.
Most of JHDG is already inside SCHX. Owning both mostly buys the same companies twice.
41 positions in common, counted across the 55 positions we hold weights for in JHDG and 752 in SCHX, against full books of 117 and 752.
What only one of them owns
Our book lists 689 positions for SCHX that do not appear in our book for JHDG (62.0% of the fund), and 6 for JHDG that do not appear in SCHX (5.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in JHDG | Weight in SCHX | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 8.73% | 5.44% | 3.29% |
| NVDANvidia Corp | 4.89% | 8.02% | 3.13% |
| AMZNAmazon.Com Inc | 6.32% | 3.50% | 2.82% |
| GOOGLAlphabet Inc | 6.86% | 2.86% | 4.00% |
| AVGOBroadcom Inc | 4.31% | 2.40% | 1.91% |
| JPMJpmorgan Chase | 4.32% | 1.25% | 3.07% |
| AMDAdvanced Micro Devices Inc | 3.06% | 1.47% | 1.59% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 2.96% | 1.33% | 1.63% |
| LLYEli Lilly & Co. | 2.91% | 1.30% | 1.61% |
| COSTCostco Wholesale Corp. | 3.44% | 0.58% | 2.86% |
83.8% of JHDG is already inside SCHX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JHDG or SCHX?
JHDG has an expense ratio of 0.49% while SCHX charges 0.03%. SCHX is the cheaper option, by $46 a year on a $10,000 investment.
What is the holdings overlap between JHDG and SCHX?
83.8% of JHDG's money is in holdings SCHX also owns. 37.3% of SCHX's is in holdings JHDG also owns. They hold 41 positions in common, counted across the 55 positions we hold weights for in JHDG and 752 in SCHX.
Which pays a higher dividend, JHDG or SCHX?
JHDG yields 0.18% while SCHX yields 1.04%, so SCHX currently pays the higher dividend yield.
Is SCHX better than JHDG?
SCHX has a lower expense ratio. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 47.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.