JUDO vs SCHX

JUDO vs SCHX

Which is better, JUDO 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 41.7%.

Lower Fees: SCHXLess Concentrated: SCHX

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

MetricJUDOSCHX
Expense Ratio0.55%0.03%Best
AUM$8M$75.3B
Dividend Yield2.87%1.04%
Holdings128752
YTD Return+13.22%+13.46%Best
1Y Return-+16.47%
3Y Return (annualized)-+22.38%
5Y Return (annualized)-+12.48%
Top 10 Weight41.7%36.9%Best
Fund FamilyJanus Henderson InvestorsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 24, 2026Nov 3, 2009

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

JUDO 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.

Compare JUDO against instead:JUDO vs SPYJUDO vs QQQJUDO vs VOOJUDO vs VTISCHX against:SCHX vs VXUS

JUDO vs SCHX Performance

Janus Henderson US Equity Enhanced Income ETF (JUDO) is an ETF from Janus Henderson Investors and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Year to date, JUDO is up 13.22% versus a gain of 13.46% for SCHX.

Past performance does not guarantee future results.

Fees and Cost Over Time

JUDO charges 0.55% per year while SCHX charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, JUDO currently yields 2.87% against 1.04% for SCHX.

Holdings Overlap

JUDO already in SCHX99.0%
SCHX already in JUDO51.1%

99.0% of JUDO's money is in holdings SCHX also owns. 51.1% of SCHX's money is in holdings JUDO also owns.

Most of JUDO is already inside SCHX. Owning both mostly buys the same companies twice.

69 positions in common, counted across the 70 positions we hold weights for in JUDO and 752 in SCHX, against full books of 128 and 752.

What only one of them owns

Our book lists 660 positions for SCHX that do not appear in our book for JUDO (48.0% of the fund), and 1 for JUDO that do not appear in SCHX (1.0%).

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

StockWeight in JUDOWeight in SCHXDifference
NVDANvidia Corp8.20%8.02%0.18%
MSFTMicrosoft Corp6.86%5.44%1.42%
AAPLApple, Inc4.70%6.90%2.20%
GOOGAlphabet Inc. C6.29%2.29%4.00%
AMZNAmazon.Com Inc4.27%3.50%0.77%
AVGOBroadcom Inc3.13%2.40%0.73%
MUMicron Technology, Inc.2.23%1.72%0.51%
JPMJpmorgan Chase2.28%1.25%1.03%
LLYEli Lilly & Co.2.06%1.30%0.76%
METAMeta Platforms Inc0.95%2.28%1.33%

99.0% of JUDO 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.

JUDOSCHX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JUDO or SCHX?

JUDO has an expense ratio of 0.55% while SCHX charges 0.03%. SCHX is the cheaper option, by $52 a year on a $10,000 investment.

What is the holdings overlap between JUDO and SCHX?

99.0% of JUDO's money is in holdings SCHX also owns. 51.1% of SCHX's is in holdings JUDO also owns. They hold 69 positions in common, counted across the 70 positions we hold weights for in JUDO and 752 in SCHX.

Which pays a higher dividend, JUDO or SCHX?

JUDO yields 2.87% while SCHX yields 1.04%, so JUDO currently pays the higher dividend yield.

Is SCHX better than JUDO?

SCHX has a lower expense ratio. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 41.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.