ETF comparison
JQUA vs SCHD
Quality Factor vs Dividend.
JPMorgan U.S. Quality Factor ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
32 positions appear in both funds. Buying equal dollars of JQUA and SCHD would leave roughly 10.6% 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
SCHD is 6 bps cheaper than JQUA. On a $100,000 position that's about $60/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 SCHD.
Top shared holdings
32 shared in total| # | Holding | In JQUA | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Merck & Co., Inc. | 1.02% | 3.86% | 1.02% |
| 2 | Procter & Gamble Co. (The) | 0.99% | 3.55% | 0.99% |
| 3 | Home Depot, Inc. (The) | 0.98% | 3.36% | 0.98% |
| 4 | Texas Instruments, Inc. | 0.78% | 5.90% | 0.78% |
| 5 | Chevron Corp. | 0.69% | 3.83% | 0.69% |
| 6 | QUALCOMM, Inc. | 0.54% | 6.74% | 0.54% |
| 7 | Bristol-Myers Squibb Co. | 0.49% | 2.93% | 0.49% |
| 8 | Altria Group, Inc. | 0.45% | 2.94% | 0.45% |
| 9 | Lockheed Martin Corp. | 0.45% | 2.70% | 0.45% |
| 10 | Automatic Data Processing, Inc. | 0.39% | 2.25% | 0.39% |
| 11 | Accenture plc | 0.39% | 2.90% | 0.39% |
| 12 | ConocoPhillips | 0.37% | 3.51% | 0.37% |
Only in JQUA
275 total- Apple, Inc. 2.08%
- Microsoft Corp. 2.01%
- Broadcom, Inc. 2.00%
- Alphabet, Inc. 1.94%
- NVIDIA Corp. 1.92%
- Advanced Micro Devices, Inc. 1.83%
- Visa, Inc. 1.75%
- ExxonMobil Holdings Corp. 1.73%
- Berkshire Hathaway, Inc. 1.71%
- Meta Platforms, Inc. 1.66%
Only in SCHD
67 total- UnitedHealth Group Inc 5.09%
- Verizon Communications Inc 3.65%
- PepsiCo Inc 3.44%
- Comcast Corp 2.25%
- Blackstone Inc 2.20%
- SLB Ltd 2.05%
- Ford Motor Co 1.72%
- Target Corp 1.45%
- ONEOK Inc 1.33%
- Devon Energy Corp 1.29%
Related comparisons
More comparisons with JQUA
- JQUA vs VFLO · Victoryshares Free Cash Flow ETF 8.8%
- JQUA vs IJR · iShares Core S&P Small-Cap ETF 1.6%
- JQUA vs IQLT · iShares MSCI Intl Quality Factor ETF 0.0%
- JQUA vs IWM · iShares Russell 2000 ETF 0.0%
- JQUA vs VOO · Vanguard S&P 500 ETF 43.0%
- JQUA vs SPYM · State Street SPDR Portfolio S&P 500 ETF 43.0%
More comparisons with SCHD
- SCHD vs FVD · First Trust Value Line Dividend Index Fund 10.4%
- SCHD vs VOE · Vanguard Morningstar Mid-Cap Value ETF 10.2%
- SCHD vs JAVA · JPMorgan Active Value ETF 10.1%
- SCHD vs RSP · Invesco S&P 500 Equal Weight ETF 9.1%
- SCHD vs AVMV · Avantis U.S. Mid Cap Value ETF 9.1%
- SCHD vs DSI · iShares ESG MSCI KLD 400 ETF 9.0%
Percentages are holdings overlap with the named fund.
Open JQUA or SCHD 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.