JPIE vs SCHD: ETF Comparison
Compare JPIE (JPMorgan Income ETF) and SCHD (Schwab U.S. Dividend Equity ETF) side by side by average annual total return since inception — one fair number covering price and dividends.
Updated Sep 15, 2026
*For entertainment purposes ONLY! NOT financial advice! Data may be inaccurate.*
JPIE vs SCHD: The Verdict
On average annual total return since inception, SCHD decisively outperforms JPIE: +13.5% per year vs +3.3% per year — a gap of 10.2 percentage points annually. Total return counts both price movement and dividends, so this is the whole picture of each fund's performance, not just yield.
Keep the track records in mind: SCHD has been trading for 14.9 years, while JPIE has only 4.9 years of history. A shorter track record means the younger fund's average has been shaped by fewer market environments — one strong or weak stretch moves the needle more.
Income investors will notice the yield gap: JPIE currently yields 7% vs SCHD's 3.0%. Higher yield often comes with trade-offs in price appreciation, which is exactly why total return is the fairer scoreboard.
JPIE vs SCHD Side-by-Side Data
| Symbol | Name | Provider | Inception | Age | Total Return | Avg. Annual Return | Yield | Expense Ratio | Grade |
|---|---|---|---|---|---|---|---|---|---|
| JPIE | JPMorgan Income ETF | JP Morgan | 10/28/2021 | 4.9y | +17.0% | +3.3% | 7% | 0.39% | C |
| SCHD | Schwab U.S. Dividend Equity ETF | Schwab | 10/20/2011 | 14.9y | +558.0% | +13.5% | 3.0% | 0.06% | A |
JPIE vs SCHD — Frequently Asked Questions
Which is better, JPIE or SCHD?
By average annual total return since inception, SCHD decisively outperforms JPIE (+13.5% vs +3.3% per year). "Better" depends on your goals — yield, payout frequency, and strategy differ between the two funds.
What is the difference between JPIE and SCHD?
JPIE (JPMorgan Income ETF) is offered by JP Morgan and currently yields 7%. SCHD (Schwab U.S. Dividend Equity ETF) is offered by Schwab and yields 3.0%. Their average annual total returns since inception are +3.3% and +13.5% respectively.
Does SCHD pay a higher dividend than JPIE?
SCHD currently yields 3.0% and JPIE yields 7%. Remember that yield alone doesn't capture performance — total return (price + dividends) is the fairer comparison.