SCHX vs. JDIV ETF Comparison

Comparison of Schwab U.S. Large-Cap ETF (SCHX) to JPMorgan Dividend Leaders ETF (JDIV)

SCHX

Schwab U.S. Large-Cap ETF

SCHX Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap portion of the Dow Jones U.S. Total Stock Market IndexSM actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Grade (RS Rating)

Last Trade

$23.20

Average Daily Volume

7,475,152

Number of Holdings ^*

734

* may have additional holdings in another (foreign) market

JDIV

JPMorgan Dividend Leaders ETF

JDIV Description

JDIV seeks long-term capital growth and current income through investments in dividend-paying companies and equity-related instruments. Companies selected have been identified as attractively valued and considered dividend leaders. These companies are known to have dividend growth potential and/or can maintain high dividend payouts over time. Individual stock selection begins by assessing securities globally, to identify those with attractive opportunities for underlying earnings growth, resilient business models, strong free cash flow generation, and strong capital allocation. ESG factors are also considered. The portfolio will typically consist of 40 to 90 securities, denominated in US and foreign currencies. The fund is actively managed and may invest in securities of any capitalization but will focus on large-caps. Derivatives may also be utilized to better achieve its investment goals.

Grade (RS Rating)

Last Trade

$46.92

Average Daily Volume

766

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SCHX	JDIV
30 Days	0.87%	-3.74%
60 Days	4.89%
90 Days	6.58%
12 Months	32.67%

39 Overlapping Holdings

Symbol	Grade	Weight in SCHX	Weight in JDIV	Overlap
ABBV	F	0.66%	1.8%	0.66%
ABT	B	0.38%	1.9%	0.38%
ACN	C	0.41%	2.0%	0.41%
ADI	D	0.21%	1.01%	0.21%
AVGO	C	1.55%	1.85%	1.55%
BAC	A	0.57%	1.73%	0.57%
BKR	A	0.08%	0.94%	0.08%
BMY	B	0.21%	0.7%	0.21%
CME	A	0.15%	1.66%	0.15%
CMS	C	0.04%	0.43%	0.04%
CRM	A	0.55%	1.04%	0.55%
CVX	A	0.5%	1.34%	0.5%
D	C	0.09%	0.66%	0.09%
DOW	F	0.06%	0.81%	0.06%
FIS	B	0.09%	2.42%	0.09%
HON	A	0.26%	1.24%	0.26%
JNJ	D	0.71%	1.79%	0.71%
KO	D	0.46%	1.1%	0.46%
LIN	D	0.41%	1.28%	0.41%
LOW	A	0.28%	1.24%	0.28%
MA	A	0.8%	1.38%	0.8%
MCD	D	0.39%	2.13%	0.39%
MCHP	F	0.07%	1.3%	0.07%
META	C	2.32%	3.06%	2.32%
MRK	F	0.47%	0.74%	0.47%
MS	A	0.3%	2.01%	0.3%
MSFT	D	5.81%	5.78%	5.78%
NEE	C	0.28%	1.74%	0.28%
OTIS	D	0.07%	2.38%	0.07%
PLD	D	0.2%	0.71%	0.2%
ROST	D	0.09%	1.23%	0.09%
SO	C	0.18%	1.8%	0.18%
STX	D	0.04%	0.85%	0.04%
TFC	A	0.12%	0.71%	0.12%
UNH	B	1.02%	2.42%	1.02%
WELL	A	0.14%	1.31%	0.14%
WFC	A	0.46%	1.0%	0.46%
XOM	B	1.0%	1.59%	1.0%
YUM	D	0.07%	1.87%	0.07%

SCHX Overweight 695 Positions Relative to JDIV

Symbol	Grade	Weight
NVDA	B	6.66%
AAPL	C	6.3%
AMZN	B	3.6%
GOOGL	B	1.92%
BRK.A	A	1.6%
GOOG	B	1.59%
TSLA	B	1.49%
JPM	A	1.31%
LLY	F	1.14%
V	A	0.96%
COST	B	0.74%
HD	A	0.72%
PG	C	0.71%
WMT	A	0.67%
NFLX	A	0.62%
ORCL	A	0.54%
AMD	F	0.44%
CSCO	B	0.43%
ADBE	F	0.42%
PEP	F	0.42%
TMO	D	0.4%
CAT	B	0.38%
NOW	B	0.38%
IBM	D	0.37%
QCOM	F	0.36%
PM	A	0.36%
GE	D	0.36%
TXN	C	0.36%
GS	A	0.35%
INTU	A	0.34%
ISRG	A	0.34%
DIS	A	0.33%
AMGN	D	0.32%
VZ	C	0.32%
CMCSA	B	0.32%
AXP	A	0.31%
BKNG	A	0.31%
DHR	D	0.3%
T	A	0.3%
RTX	D	0.3%
PFE	F	0.29%
AMAT	F	0.29%
UBER	C	0.29%
SPGI	C	0.29%
UNP	D	0.28%
PGR	B	0.28%
ETN	A	0.27%
C	A	0.25%
COP	C	0.25%
SYK	A	0.24%
BX	A	0.24%
BSX	B	0.24%
VRTX	C	0.24%
TJX	A	0.24%
FI	A	0.23%
MU	D	0.23%
ADP	B	0.23%
PANW	B	0.23%
LMT	D	0.22%
PLTR	A	0.21%
SCHW	A	0.21%
TMUS	A	0.21%
GILD	B	0.21%
MDT	D	0.21%
CB	C	0.2%
INTC	C	0.2%
BA	F	0.2%
SBUX	A	0.2%
ANET	C	0.2%
MMC	C	0.2%
ELV	F	0.19%
LRCX	F	0.19%
KKR	A	0.19%
DE	D	0.19%
UPS	C	0.18%
ICE	D	0.17%
KLAC	F	0.17%
NKE	D	0.17%
PH	A	0.17%
AMT	D	0.17%
GEV	A	0.17%
MO	A	0.17%
EQIX	B	0.16%
SNPS	C	0.16%
REGN	F	0.16%
APH	B	0.16%
DUK	C	0.16%
CI	D	0.16%
TT	A	0.16%
SHW	B	0.16%
MDLZ	F	0.16%
MSI	A	0.15%
MRVL	B	0.15%
CMG	B	0.15%
GD	D	0.15%
WM	B	0.15%
USB	B	0.15%
CDNS	B	0.15%
PNC	A	0.15%
AON	A	0.15%
PYPL	A	0.15%
EMR	A	0.14%
COF	A	0.14%
MMM	D	0.14%
CEG	D	0.14%
APO	A	0.14%
CL	D	0.14%
CRWD	B	0.14%
CTAS	B	0.14%
ITW	B	0.14%
ZTS	D	0.14%
TDG	D	0.14%
CVS	F	0.14%
FCX	F	0.13%
WMB	A	0.13%
APD	A	0.13%
TGT	D	0.13%
BDX	F	0.13%
MCK	A	0.13%
ORLY	A	0.13%
CSX	B	0.13%
NOC	D	0.13%
MCO	C	0.13%
EOG	A	0.13%
GM	A	0.12%
ABNB	C	0.12%
ECL	D	0.12%
SLB	C	0.12%
NSC	B	0.12%
FDX	A	0.12%
CARR	D	0.12%
AJG	A	0.12%
MAR	A	0.12%
HCA	D	0.12%
ADSK	B	0.12%
BK	A	0.11%
TRV	A	0.11%
URI	B	0.11%
NXPI	F	0.11%
OKE	A	0.11%
ROP	C	0.11%
HLT	A	0.11%
PCAR	B	0.11%
NEM	F	0.1%
AEP	C	0.1%
FICO	A	0.1%
PSA	C	0.1%
FTNT	A	0.1%
COIN	A	0.1%
MPC	D	0.1%
GWW	A	0.1%
SPG	A	0.1%
DLR	A	0.1%
WDAY	B	0.1%
PSX	C	0.1%
RCL	A	0.1%
JCI	A	0.1%
AZO	C	0.1%
AFL	C	0.1%
AMP	A	0.1%
TTD	B	0.1%
SRE	A	0.1%
DASH	B	0.1%
PWR	A	0.09%
DFS	A	0.09%
HWM	A	0.09%
PAYX	B	0.09%
FAST	B	0.09%
CPRT	A	0.09%
CMI	A	0.09%
LHX	B	0.09%
DHI	D	0.09%
MET	A	0.09%
AIG	B	0.09%
O	D	0.09%
ALL	A	0.09%
KMI	A	0.09%
TRGP	A	0.08%
SNOW	C	0.08%
IT	B	0.08%
IR	A	0.08%
PEG	C	0.08%
FLUT	A	0.08%
RSG	B	0.08%
LEN	D	0.08%
CTVA	D	0.08%
COR	B	0.08%
SQ	A	0.08%
KVUE	A	0.08%
VST	A	0.08%
PCG	A	0.08%
ODFL	B	0.08%
F	C	0.08%
AME	A	0.08%
KMB	C	0.08%
VLO	C	0.08%
LNG	A	0.08%
MSTR	B	0.08%
CCI	D	0.08%
VRT	A	0.08%
MSCI	A	0.08%
PRU	A	0.08%
ALNY	D	0.07%
DD	D	0.07%
WAB	B	0.07%
TEAM	A	0.07%
STZ	D	0.07%
RMD	C	0.07%
LULU	C	0.07%
APP	A	0.07%
HPQ	B	0.07%
MTB	A	0.07%
GIS	D	0.07%
XEL	A	0.07%
GLW	B	0.07%
KDP	D	0.07%
MLM	B	0.07%
SYY	D	0.07%
EA	A	0.07%
ACGL	C	0.07%
IQV	F	0.07%
MPWR	F	0.07%
VMC	B	0.07%
EXC	C	0.07%
MNST	D	0.07%
CBRE	B	0.07%
CTSH	B	0.07%
HES	B	0.07%
CHTR	B	0.07%
EW	C	0.07%
KR	B	0.07%
DELL	C	0.07%
GEHC	D	0.07%
VRSK	B	0.07%
NUE	D	0.07%
DAL	A	0.07%
DDOG	B	0.07%
A	D	0.07%
MTD	F	0.06%
EBAY	D	0.06%
RJF	A	0.06%
XYL	D	0.06%
WEC	A	0.06%
HUBS	A	0.06%
CSGP	F	0.06%
ON	F	0.06%
ETR	A	0.06%
TSCO	D	0.06%
EIX	C	0.06%
FITB	A	0.06%
ARES	B	0.06%
AVB	A	0.06%
NDAQ	A	0.06%
GRMN	B	0.06%
WTW	B	0.06%
VEEV	C	0.06%
VICI	C	0.06%
EFX	F	0.06%
CNC	F	0.06%
AXON	A	0.06%
ROK	A	0.06%
IRM	D	0.06%
ED	D	0.06%
EXR	C	0.06%
HIG	C	0.06%
FANG	D	0.06%
OXY	F	0.06%
HUM	F	0.06%
IDXX	F	0.06%
EQR	C	0.05%
CCL	A	0.05%
NTAP	D	0.05%
GDDY	A	0.05%
TPL	A	0.05%
DECK	A	0.05%
DVN	F	0.05%
DTE	C	0.05%
HUBB	B	0.05%
CHD	A	0.05%
HBAN	A	0.05%
BIIB	F	0.05%
VLTO	D	0.05%
ADM	D	0.05%
HEI	A	0.05%
BR	A	0.05%
TYL	B	0.05%
AWK	C	0.05%
FTV	D	0.05%
LDOS	C	0.05%
VTR	C	0.05%
BRO	B	0.05%
HSY	F	0.05%
SW	A	0.05%
SYF	A	0.05%
PHM	D	0.05%
TROW	A	0.05%
HAL	C	0.05%
CDW	F	0.05%
FCNCA	A	0.05%
TTWO	A	0.05%
CVNA	A	0.05%
DXCM	C	0.05%
HPE	B	0.05%
RBLX	B	0.05%
DOV	A	0.05%
NET	C	0.05%
CAH	B	0.05%
KEYS	C	0.05%
NVR	D	0.05%
UAL	A	0.05%
STT	A	0.05%
ANSS	B	0.05%
GPN	B	0.05%
PPG	F	0.05%
KHC	F	0.05%
CNP	A	0.04%
NRG	B	0.04%
INVH	D	0.04%
MOH	F	0.04%
MKC	D	0.04%
LII	B	0.04%
LYV	A	0.04%
LH	B	0.04%
CLX	A	0.04%
DRI	B	0.04%
TRU	D	0.04%
ZBRA	B	0.04%
IP	A	0.04%
PINS	F	0.04%
OMC	C	0.04%
MDB	C	0.04%
BLDR	D	0.04%
CSL	B	0.04%
FSLR	F	0.04%
ZM	B	0.04%
CBOE	D	0.04%
HOOD	A	0.04%
EXPE	A	0.04%
FE	C	0.04%
MKL	A	0.04%
NTRS	A	0.04%
PKG	B	0.04%
ATO	A	0.04%
K	B	0.04%
ES	C	0.04%
CFG	A	0.04%
STLD	B	0.04%
IFF	D	0.04%
ZBH	C	0.04%
TDY	B	0.04%
STE	D	0.04%
LYB	F	0.04%
WDC	F	0.04%
WY	D	0.04%
WAT	B	0.04%
LPLA	A	0.04%
BAH	D	0.04%
CINF	A	0.04%
AEE	A	0.04%
EME	B	0.04%
SBAC	D	0.04%
PTC	B	0.04%
WST	C	0.04%
EQT	A	0.04%
RF	A	0.04%
ILMN	C	0.04%
PPL	A	0.04%
CPAY	A	0.04%
ROL	A	0.03%
PFGC	B	0.03%
CAG	F	0.03%
FFIV	B	0.03%
VTRS	A	0.03%
EVRG	A	0.03%
POOL	D	0.03%
SWK	F	0.03%
SFM	A	0.03%
APTV	F	0.03%
NWSA	B	0.03%
TWLO	A	0.03%
SWKS	F	0.03%
NDSN	B	0.03%
CW	B	0.03%
RNR	D	0.03%
LNT	A	0.03%
EL	F	0.03%
AMCR	C	0.03%
CF	A	0.03%
SAIA	B	0.03%
EWBC	A	0.03%
GGG	A	0.03%
TW	B	0.03%
RGA	A	0.03%
L	A	0.03%
CASY	B	0.03%
ACM	B	0.03%
THC	C	0.03%
COHR	B	0.03%
RVTY	D	0.03%
SUI	D	0.03%
FIX	A	0.03%
FLEX	B	0.03%
DPZ	C	0.03%
DOCU	A	0.03%
JBHT	B	0.03%
TOL	B	0.03%
JBL	C	0.03%
AVTR	F	0.03%
ALGN	D	0.03%
GEN	B	0.03%
VRSN	D	0.03%
FNF	C	0.03%
FOXA	A	0.03%
DOC	D	0.03%
SSNC	D	0.03%
NI	A	0.03%
GWRE	B	0.03%
ENTG	F	0.03%
NTRA	B	0.03%
BURL	C	0.03%
EG	D	0.03%
AKAM	F	0.03%
EQH	B	0.03%
USFD	B	0.03%
MRO	A	0.03%
OC	A	0.03%
AVY	D	0.03%
KIM	A	0.03%
TXT	D	0.03%
NTNX	A	0.03%
RBA	A	0.03%
WSM	F	0.03%
PSTG	F	0.03%
DT	C	0.03%
PODD	A	0.03%
EXPD	D	0.03%
TSN	A	0.03%
DG	F	0.03%
PNR	A	0.03%
GPC	D	0.03%
MANH	D	0.03%
RPM	A	0.03%
DGX	A	0.03%
MAS	D	0.03%
MRNA	F	0.03%
BBY	C	0.03%
ARE	D	0.03%
UTHR	B	0.03%
TRMB	A	0.03%
XPO	B	0.03%
IEX	B	0.03%
TER	F	0.03%
LVS	C	0.03%
WSO	A	0.03%
ZS	B	0.03%
RS	B	0.03%
MAA	A	0.03%
CTRA	A	0.03%
FDS	A	0.03%
WRB	A	0.03%
BALL	D	0.03%
PFG	C	0.03%
ULTA	D	0.03%
J	D	0.03%
DKNG	B	0.03%
BAX	F	0.03%
KEY	A	0.03%
HOLX	D	0.03%
WBD	B	0.03%
IBKR	A	0.03%
ESS	A	0.03%
LUV	A	0.03%
SNA	A	0.03%
WYNN	D	0.02%
CHRD	F	0.02%
VOYA	A	0.02%
OLED	F	0.02%
CBSH	A	0.02%
IVZ	B	0.02%
CHE	D	0.02%
FRT	B	0.02%
HAS	D	0.02%
AR	B	0.02%
EGP	D	0.02%
OGE	A	0.02%
TPX	A	0.02%
MGM	D	0.02%
MOS	D	0.02%
TTC	D	0.02%
ORI	A	0.02%
CZR	F	0.02%
AXTA	A	0.02%
HSIC	D	0.02%
ONTO	F	0.02%
HRL	D	0.02%
APG	C	0.02%
LNW	D	0.02%
ZION	A	0.02%
GME	C	0.02%
MEDP	D	0.02%
PEN	B	0.02%
CPB	D	0.02%
CNM	F	0.02%
AOS	F	0.02%
ROKU	D	0.02%
PR	C	0.02%
CFR	A	0.02%
AAL	B	0.02%
PCTY	B	0.02%
APA	F	0.02%
DCI	B	0.02%
REXR	F	0.02%
KNX	B	0.02%
WING	F	0.02%
KBR	D	0.02%
MORN	B	0.02%
WCC	A	0.02%
RGLD	C	0.02%
MUSA	A	0.02%
CMA	A	0.02%
SNX	D	0.02%
TFX	F	0.02%
AFG	A	0.02%
MTCH	F	0.02%
CIEN	B	0.02%
TAP	A	0.02%
LKQ	D	0.02%
AYI	A	0.02%
LAD	A	0.02%
ENPH	F	0.02%
GL	B	0.02%
KNSL	C	0.02%
CE	F	0.02%
AES	F	0.02%
WTRG	C	0.02%
OHI	C	0.02%
EXAS	F	0.02%
PNW	A	0.02%
CNH	D	0.02%
EHC	B	0.02%
RPRX	F	0.02%
WBS	A	0.02%
SOLV	C	0.02%
ALLY	C	0.02%
ARMK	C	0.02%
MKTX	C	0.02%
FBIN	D	0.02%
WWD	B	0.02%
CUBE	C	0.02%
WAL	A	0.02%
AIZ	A	0.02%
FHN	A	0.02%
ERIE	F	0.02%
CTLT	C	0.02%
CHDN	C	0.02%
FND	F	0.02%
OVV	C	0.02%
CCK	D	0.02%
GNRC	B	0.02%
BLD	F	0.02%
CRL	D	0.02%
PAYC	B	0.02%
ALB	C	0.02%
CG	B	0.02%
SMCI	F	0.02%
DKS	D	0.02%
IPG	F	0.02%
AMH	C	0.02%
TPR	A	0.02%
ATR	B	0.02%
LW	C	0.02%
EPAM	B	0.02%
AA	A	0.02%
LAMR	D	0.02%
JEF	A	0.02%
WMS	F	0.02%
BXP	D	0.02%
BJ	B	0.02%
REG	A	0.02%
Z	A	0.02%
TECH	D	0.02%
RRX	B	0.02%
KMX	B	0.02%
UNM	A	0.02%
EMN	C	0.02%
OWL	A	0.02%
UHS	D	0.02%
WPC	D	0.02%
BG	D	0.02%
FTI	A	0.02%
SRPT	F	0.02%
NCLH	B	0.02%
OKTA	D	0.02%
ALLE	D	0.02%
ITT	A	0.02%
LECO	C	0.02%
SJM	F	0.02%
INSM	D	0.02%
CHRW	A	0.02%
JLL	C	0.02%
SNAP	D	0.02%
CPT	D	0.02%
TTEK	D	0.02%
DLTR	F	0.02%
HST	D	0.02%
BMRN	F	0.02%
NBIX	D	0.02%
CACI	C	0.02%
SOFI	A	0.02%
NVT	B	0.02%
SCI	B	0.02%
JNPR	D	0.02%
ELS	B	0.02%
DAY	B	0.02%
INCY	B	0.02%
UDR	C	0.02%
TOST	A	0.02%
LBRDK	B	0.02%
JKHY	D	0.02%
TXRH	A	0.02%
CLH	C	0.02%
GLPI	D	0.02%
COTY	F	0.01%
ADTN	A	0.01%
PAG	A	0.01%
WLK	F	0.01%
CELH	F	0.01%
POST	D	0.01%
ROIV	D	0.01%
PSN	C	0.01%
ST	F	0.01%
LEA	F	0.01%
SIRI	C	0.01%
AGCO	D	0.01%
PATH	D	0.01%
STWD	D	0.01%
ETSY	D	0.01%
U	F	0.01%
ELAN	C	0.01%
DAR	B	0.01%
BRKR	F	0.01%
ARW	D	0.01%
G	A	0.01%
NOV	D	0.01%
COLD	F	0.01%
WBA	F	0.01%
MTN	C	0.01%
CLF	F	0.01%
BEN	C	0.01%
DINO	D	0.01%
ALV	C	0.01%
DVA	C	0.01%
QRVO	F	0.01%
JAZZ	A	0.01%
VFC	B	0.01%
PARA	C	0.01%
RIVN	F	0.01%
BBWI	C	0.01%
COKE	C	0.01%
GNTX	C	0.01%
BIO	C	0.01%
AGNC	C	0.01%
ESTC	C	0.01%
CGNX	D	0.01%
WSC	F	0.01%
MASI	A	0.01%
LSCC	D	0.01%
RGEN	D	0.01%
FMC	F	0.01%
UHAL	D	0.01%
MIDD	D	0.01%
WH	A	0.01%
NNN	D	0.01%
PCOR	B	0.01%
ACI	C	0.01%
BSY	D	0.01%
BERY	D	0.01%
MHK	D	0.01%
WEX	F	0.01%
SEIC	A	0.01%
HII	F	0.01%
RHI	B	0.01%
TREX	C	0.01%
BWA	A	0.01%
RRC	B	0.01%
TKO	C	0.01%
CRBG	B	0.01%
UI	A	0.0%
CNA	C	0.0%
REYN	D	0.0%
PPC	B	0.0%
RCM	A	0.0%
LCID	F	0.0%
AGR	A	0.0%
BOKF	A	0.0%

SCHX Underweight 1 Positions Relative to JDIV

	Symbol	Grade	Weight
	TSM	B	-1.18%