ETF comparison
JQUA vs SCHB
Quality Factor vs US Total Market.
JPMorgan U.S. Quality Factor ETF · Schwab U.S. Broad Market ETF
Holdings overlap
298 positions appear in both funds. Buying equal dollars of JQUA and SCHB would leave roughly 39.9% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHB is 9 bps cheaper than JQUA. On a $100,000 position that's about $90/yr more in fees for JQUA.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with JQUA vs SCHB.
Top shared holdings
298 shared in total| # | Holding | In JQUA | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | Apple, Inc. | 2.08% | 6.26% | 2.08% |
| 2 | Microsoft Corp. | 2.01% | 4.57% | 2.01% |
| 3 | Broadcom, Inc. | 2.00% | 2.90% | 2.00% |
| 4 | Alphabet, Inc. | 1.94% | 3.03% | 1.94% |
| 5 | NVIDIA Corp. | 1.92% | 7.02% | 1.92% |
| 6 | Meta Platforms, Inc. | 1.66% | 1.89% | 1.66% |
| 7 | Micron Technology, Inc. | 1.65% | 1.49% | 1.49% |
| 8 | Berkshire Hathaway, Inc. | 1.71% | 1.19% | 1.19% |
| 9 | Advanced Micro Devices, Inc. | 1.83% | 1.15% | 1.15% |
| 10 | Visa, Inc. | 1.75% | 0.75% | 0.75% |
| 11 | Johnson & Johnson | 1.63% | 0.74% | 0.74% |
| 12 | Cisco Systems, Inc. | 1.35% | 0.65% | 0.65% |
Only in JQUA
9 total- ExxonMobil Holdings Corp. 1.73%
- Spotify Technology SA 0.29%
- Southern Copper Corp. 0.22%
- Amdocs Ltd. 0.16%
- Anglogold Ashanti plc 0.09%
- On Holding AG 0.08%
- QIAGEN NV 0.06%
- Mobility Global, Inc. 0.02%
- Hologic, Inc. 0.00%
Only in SCHB
2,107 total- Amazon.com Inc 3.62%
- Alphabet Inc 2.41%
- Tesla Inc 1.68%
- Eli Lilly & Co 1.20%
- JPMorgan Chase & Co 1.10%
- Exxon Mobil Corp 0.83%
- Intel Corp 0.74%
- Caterpillar Inc 0.56%
- Oracle Corp 0.52%
- UnitedHealth Group Inc 0.47%
Related comparisons
More comparisons with JQUA
- JQUA vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 39.0%
- JQUA vs IWF · iShares Russell 1000 Growth ETF 37.9%
- JQUA vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 36.6%
- JQUA vs QQQ · Invesco QQQ Trust 36.5%
- JQUA vs DGRO · iShares Core Dividend Growth ETF 36.4%
- JQUA vs VUG · Vanguard Morningstar Growth ETF 33.9%
More comparisons with SCHB
- SCHB vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 39.5%
- SCHB vs QUAL · iShares MSCI USA Quality Factor ETF 39.3%
- SCHB vs DGRO · iShares Core Dividend Growth ETF 39.2%
- SCHB vs CGGR · Capital Group Growth ETF 39.0%
- SCHB vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 38.9%
- SCHB vs VTV · Vanguard Morningstar Value ETF 37.6%
Percentages are holdings overlap with the named fund.
Open JQUA or SCHB at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.