JMID vs SCHD
JMID vs SCHD
Janus Henderson Mid Cap Growth Alpha ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | JMID | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.06% | |
| AUM | $22M | $103.7B | |
| Dividend Yield | 0.67% | 3.31% | |
| Holdings | 82 | 104 | |
| YTD Return | +9.67% | +24.08% | |
| 1Y Return | +7.97% | +31.88% | |
| 3Y Return (annualized) | - | +14.92% | |
| 5Y Return (annualized) | - | +9.85% | |
| Volatility (annualized) | 17.9% | 13.6% | |
| Max Drawdown | -25.4% | -33.4% | |
| Fund Family | Janus Henderson Investors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 17, 2024 | Oct 20, 2011 |
JMID vs SCHD Performance
Janus Henderson Mid Cap Growth Alpha ETF (JMID) is a ETF from Janus Henderson Investors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year JMID returned +7.97% while SCHD returned +31.88%. Year to date, JMID is up 9.67% versus a gain of 24.08% for SCHD.
Risk: Volatility and Drawdowns
JMID has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.4% for JMID and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JMID charges 0.30% per year while SCHD charges 0.06%. On a $10,000 position that is $30 vs $6 annually, a gap of $24 per year that compounds over a long holding period. On income, JMID currently yields 0.67% against 3.31% for SCHD.
Holdings Overlap
JMID and SCHD share 1 holdings out of 192 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JMID | Weight in SCHD | Difference |
|---|---|---|---|
| BAH | 1.49% | 0.20% | 1.29% |
Frequently Asked Questions
Which is cheaper, JMID or SCHD?
JMID has an expense ratio of 0.30% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
Which performed better, JMID or SCHD?
Over the past year JMID returned +7.97% vs +31.88% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), JMID annualized +15.18% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, JMID or SCHD?
JMID has been the more volatile fund at 17.9% annualized versus 13.6% for SCHD. Worst drawdown: JMID -25.4% vs SCHD -33.4%.
Should I hold both JMID and SCHD?
JMID and SCHD have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JMID and SCHD?
JMID and SCHD share 1 common holdings with a 0.2% weight overlap. Combined, they hold 192 unique securities.
Which pays a higher dividend, JMID or SCHD?
JMID yields 0.67% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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