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JVAL vs SCHD
JVAL vs SCHD Comparison
Open Charts JVAL vs SCHD
JPMorgan US Value Factor ETF
Price$45.40
Change+$0.25 (+0.55%)
Volume$20.69K
Net Assets530.86M
Schwab US Dividend Equity ETF™
Price$27.35
Change+$0.04 (+0.15%)
Volume$8.82M
Net Assets71.27B
JVAL vs SCHD Comparison Chart in %
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JVAL vs. SCHD commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVAL is a Hold and SCHD is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
SCHD has more net assets: 71.3B vs. JVAL (531M). JVAL has a higher annual dividend yield than SCHD: JVAL (6.243) vs SCHD (2.005). JVAL was incepted earlier than SCHD: JVAL (8 years) vs SCHD (14 years). SCHD (0.06) has a lower expense ratio than JVAL (0.12). SCHD has a higher turnover JVAL (26.00) vs JVAL (26.00).
| JVAL | SCHD | JVAL / SCHD | |
| Gain YTD | 6.243 | 2.005 | 311% |
| Net Assets | 531M | 71.3B | 1% |
| Total Expense Ratio | 0.12 | 0.06 | 200% |
| Turnover | 26.00 | 29.00 | 90% |
| Yield | 2.33 | 3.87 | 60% |
| Fund Existence | 8 years | 14 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JVAL | SCHD | |
|---|---|---|
| RSI ODDS (%) | 5 days ago 74% | 5 days ago 75% |
| Stochastic ODDS (%) | 5 days ago 77% | 5 days ago 78% |
| Momentum ODDS (%) | 5 days ago 90% | 5 days ago 90% |
| MACD ODDS (%) | 5 days ago 80% | 5 days ago 80% |
| TrendWeek ODDS (%) | 5 days ago 84% | 5 days ago 86% |
| TrendMonth ODDS (%) | 5 days ago 82% | 5 days ago 84% |
| Advances ODDS (%) | 5 days ago 83% | 5 days ago 84% |
| Declines ODDS (%) | N/A | 20 days ago 71% |
| BollingerBands ODDS (%) | 5 days ago 79% | 5 days ago 78% |
| Aroon ODDS (%) | 5 days ago 82% | 5 days ago 82% |
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JVAL and
Correlation & Price change
A.I.dvisor indicates that over the last year, JVAL has been closely correlated with JEF. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if JVAL jumps, then JEF could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JVAL | 1D Price Change % | ||
|---|---|---|---|---|
| JVAL | 100% | +0.55% | ||
| JEF - JVAL | 82% Closely correlated | +0.57% | ||
| TNL - JVAL | 81% Closely correlated | +0.66% | ||
| TFC - JVAL | 80% Closely correlated | +1.13% | ||
| ENTG - JVAL | 79% Closely correlated | +0.21% | ||
| GTES - JVAL | 79% Closely correlated | +0.46% | ||
More | ||||
SCHD and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHD has been closely correlated with APAM. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHD jumps, then APAM could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To SCHD | 1D Price Change % | ||
|---|---|---|---|---|
| SCHD | 100% | +1.11% | ||
| APAM - SCHD | 75% Closely correlated | -0.02% | ||
| HBAN - SCHD | 74% Closely correlated | +0.80% | ||
| BLK - SCHD | 74% Closely correlated | +1.08% | ||
| USB - SCHD | 71% Closely correlated | +0.93% | ||
| CNS - SCHD | 71% Closely correlated | +0.18% | ||
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