JLVP vs SCHD
JPMorgan US Large Cap Value Plus ETF vs Schwab US Dividend Equity ETF
Which is better, JLVP or SCHD?
SCHD costs less.
SCHD has a lower expense ratio.
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 | JLVP | SCHD |
|---|---|---|
| Expense Ratio | 1.05% | 0.06%Best |
| AUM | $28M | $111.6B |
| Dividend Yield | 0.00% | 3.24% |
| Holdings | 154 | 206 |
| YTD Return | +1.10% | +24.55%Best |
| 1Y Return | - | +29.85% |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 30, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
JLVP vs SCHD 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.
JLVP vs SCHD Performance
JPMorgan US Large Cap Value Plus ETF (JLVP) is an ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, JLVP is up 1.10% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
JLVP charges 1.05% per year while SCHD charges 0.06%. On a $10,000 position that is $105 vs $6 annually, a gap of $99 per year that compounds over a long holding period. On income, JLVP currently yields 0.00% against 3.24% for SCHD.
Holdings Overlap
At least 27.8% of SCHD's money is in holdings JLVP also owns.
Only one direction is shown: for JLVP, our book for it lists positions totalling 132.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
SCHD and JLVP share little of their money.
15 positions in common, counted across the 153 positions we hold weights for in JLVP and 98 in SCHD, against full books of 154 and 206.
Top Shared Holdings
| Stock | Weight in JLVP | Weight in SCHD | Difference |
|---|---|---|---|
| UNHUnitedhealth Group Incorporated | 1.88% | 3.95% | 2.07% |
| COPConocophillips Common Stock USD 0.01 | 1.55% | 3.91% | 2.36% |
| PEPPepsico Inc. | 0.98% | 3.80% | 2.82% |
| CVXChevron Corp | 0.31% | 4.14% | 3.83% |
| ACNAccenture Plc | 1.06% | 3.13% | 2.07% |
| BMYBristol-Myers Squibb Co. | 0.81% | 3.21% | 2.40% |
| FITBFifth Third Bancorp | 1.56% | 1.19% | 0.37% |
| MOAltria Group Inc | -0.94% | 2.89% | 3.83% |
| NXSTNexstar Media Group Inc | 0.80% | 0.12% | 0.68% |
| BAHBooz Allen Hamilton Holding Corp. | 0.50% | 0.21% | 0.29% |
27.8% of SCHD is already inside JLVP.
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, JLVP or SCHD?
JLVP has an expense ratio of 1.05% while SCHD charges 0.06%. SCHD is the cheaper option, by $99 a year on a $10,000 investment.
What is the holdings overlap between JLVP and SCHD?
At least 27.8% of SCHD's money is in holdings JLVP also owns. Our book for JLVP is partial, so the real figure is this or higher. They hold 15 positions in common, counted across the 153 positions we hold weights for in JLVP and 98 in SCHD.
Which pays a higher dividend, JLVP or SCHD?
JLVP yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than JLVP?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.