JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) is a ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year JPME returned +24.05% while SCHD returned +30.42%. Year to date, JPME is up 17.01% versus a gain of 23.31% for SCHD.

Over three years, JPME compounded at +14.49% per year against +14.66% for SCHD; over five years the annualized figures are +9.44% and +9.59% respectively. Across the full 10-year window we track, SCHD has the edge at +11.34% annualized vs +10.76%. Past performance does not guarantee future results.

JPME has been the more volatile fund, with annualized monthly volatility of 16.5% 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 -41.0% for JPME 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

JPME charges 0.24% per year while SCHD charges 0.06%. On a $10,000 position that is $24 vs $6 annually, a gap of $18 per year that compounds over a long holding period. On income, JPME currently yields 2.01% against 3.31% for SCHD.