JVAL
Price
$45.61
Change
+$0.18 (+0.40%)
Updated
Jul 25 closing price
Net Assets
533.71M
SCHD
Price
$27.32
Change
+$0.04 (+0.15%)
Updated
Jul 25 closing price
Net Assets
71.24B
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JVAL vs SCHD

Header iconJVAL vs SCHD Comparison
Open Charts JVAL vs SCHDBanner chart's image
JPMorgan US Value Factor ETF
Price$45.61
Change+$0.18 (+0.40%)
Volume$12.89K
Net Assets533.71M
Schwab US Dividend Equity ETF™
Price$27.32
Change+$0.04 (+0.15%)
Volume$16.85M
Net Assets71.24B
JVAL vs SCHD Comparison Chart in %
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JVAL
Daily Signalchanged days ago
Gain/Loss if bought
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SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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VS
JVAL vs. SCHD commentary
Jul 27, 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 Buy and SCHD is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHD has more net assets: 71.2B vs. JVAL (534M). JVAL has a higher annual dividend yield than SCHD: JVAL (6.725) vs SCHD (1.893). 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).
JVALSCHDJVAL / SCHD
Gain YTD6.7251.893355%
Net Assets534M71.2B1%
Total Expense Ratio0.120.06200%
Turnover26.0029.0090%
Yield2.333.8760%
Fund Existence8 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
JVALSCHD
RSI
ODDS (%)
Bearish Trend 3 days ago
76%
Bearish Trend 3 days ago
67%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
72%
Bearish Trend 3 days ago
77%
Momentum
ODDS (%)
Bullish Trend 3 days ago
86%
Bearish Trend 3 days ago
78%
MACD
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
77%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 3 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 days ago
84%
Advances
ODDS (%)
Bullish Trend 5 days ago
83%
Bullish Trend 5 days ago
84%
Declines
ODDS (%)
Bearish Trend 13 days ago
73%
Bearish Trend 7 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
79%
Bearish Trend 3 days ago
80%
Aroon
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 days ago
85%
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JVAL
Daily Signalchanged days ago
Gain/Loss if bought
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SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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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 81% 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 %
JVAL100%
+0.39%
JEF - JVAL
81%
Closely correlated
+1.10%
TFC - JVAL
81%
Closely correlated
+0.36%
TNL - JVAL
80%
Closely correlated
+2.40%
GTES - JVAL
80%
Closely correlated
+1.40%
ENTG - JVAL
80%
Closely correlated
+0.80%
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 %
SCHD100%
+0.15%
APAM - SCHD
75%
Closely correlated
+0.32%
HBAN - SCHD
74%
Closely correlated
+1.20%
BLK - SCHD
74%
Closely correlated
+0.44%
JHG - SCHD
71%
Closely correlated
+0.19%
USB - SCHD
71%
Closely correlated
+0.56%
More