JCPB vs SCHE
Comparison between JPMORGAN CORE PLUS BOND ETF (JCPB, ETF) and SCHWAB EMERGING MARKETS EQUITY ETF (SCHE, ETF).
5-Year PerformanceSCHE has outperformed JCPB, delivering a return of +5.7% compared to +1.1%
JCPB vs SCHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCPB
$12B
Winner
SCHE
$13B
Expense Ratio
JCPB
0.38%
Winner
SCHE
0.07%
Max Drawdown
Winner
JCPB
22.96%
SCHE
43.08%
Sharpe Ratio
JCPB
0.54
Winner
SCHE
1.37
5Y Beta
Winner
JCPB
0.05
SCHE
0.74
5Y Dividends CAGR
Winner
JCPB
7.91%
SCHE
4.54%
JCPB vs SCHE - Holdings Comparison
JCPB and SCHE have 1 common holdings. Overlap is -0.10%
JCPB's top 25 holdings weight is 40.80%. SCHE's top 25 holdings weight is 36.48%.
| Rank | JCPB | SCHE |
|---|---|---|
| #1 | n/a (n/a) - 7.61% | n/a (n/a) - 10.49% |
| #2 | n/a (n/a) - 4.59% | TENCENT HOLDINGS LTD (n/a) - 4.66% |
| #3 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% | n/a (n/a) - 3.02% |
| #4 | n/a (n/a) - 2.95% | HDFC BANK LTD (n/a) - 1.48% |
| #5 | n/a (n/a) - 2.90% | XIAOMI CORP CLASS B (n/a) - 1.43% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% | SSC GOVERNMENT MM GVMXX (n/a) - 1.42% |
| #7 | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% | RELIANCE INDUSTRIES LTD (n/a) - 1.26% |
| #8 | n/a (n/a) - 1.80% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.14% |
| #9 | n/a (n/a) - 1.35% | ICICI BANK LTD (n/a) - 1.01% |
| #10 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% | PDD HOLDINGS INC ADR (PDD) - 0.98% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% | MEITUAN CLASS B (n/a) - 0.98% |
| #12 | n/a (n/a) - 1.09% | MEDIATEK INC (n/a) - 0.80% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.75% |
| #14 | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% | n/a (n/a) - 0.75% |
| #15 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% | INFOSYS LTD (n/a) - 0.72% |
| #16 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% | BYD CO LTD CLASS H (n/a) - 0.71% |
| #17 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% | BHARTI AIRTEL LTD (n/a) - 0.67% |
| #18 | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% | NASPERS LTD CLASS N (n/a) - 0.58% |
| #19 | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% | NETEASE INC ORDINARY SHARES (n/a) - 0.57% |
| #20 | n/a (n/a) - 0.67% | n/a (n/a) - 0.56% |
| #21 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% | AL RAJHI BANK (n/a) - 0.56% |
| #22 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% | MSCI EMGMKT SEP25 IFUS 20250919 (n/a) - 0.54% |
| #23 | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% | BANK OF CHINA LTD CLASS H (n/a) - 0.49% |
| #24 | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 0.47% |
| #25 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% | TRIP.COM GROUP LTD (n/a) - 0.44% |
| Total Holdings | 1670 | 2060 |
JCPB vs SCHE - Historical Returns
Returns include dividend reinvestment.
1M
JCPB
+1.35%
Winner
SCHE
+3.92%
3M
JCPB
+0.65%
Winner
SCHE
+11.86%
6M
JCPB
+0.95%
Winner
SCHE
+14.86%
1Y
JCPB
+5.73%
Winner
SCHE
+29.52%
5Y(CAGR)
JCPB
+1.06%
Winner
SCHE
+5.68%
10Y(CAGR)
JCPB
N/A
SCHE
+9.10%
Max(CAGR)
JCPB
+2.80%
Winner
SCHE
+5.08%
JCPB vs SCHE - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | JCPB | SCHE |
|---|---|---|
| 2026 | +1.04% | +10.06% |
| 2025 | +7.95% | +26.79% |
| 2024 | +3.38% | +12.09% |
| 2023 | +6.57% | +7.70% |
| 2022 | -12.45% | -18.40% |
| 2021 | -0.46% | -1.09% |
| 2020 | +8.93% | +11.85% |
| 2019 | +7.76% | +19.86% |
| 2018 | N/A | -15.00% |
| 2017 | N/A | +31.51% |
| 2016 | N/A | +16.52% |
| 2015 | N/A | -15.70% |
| 2014 | N/A | +3.35% |
| 2013 | N/A | -6.02% |
| 2012 | N/A | +14.99% |
| 2011 | N/A | -17.91% |
| 2010 | N/A | +15.52% |
JCPB vs SCHE Drawdown Comparison
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The maximum drawdown for SCHE was -36.25%, occurring on Mar 23, 2020. Recovery took 702 trading sessions.
The current JCPB drawdown is -1.08%. The current SCHE drawdown is -0.81%.
| Rank | JCPB | SCHE |
|---|---|---|
| #1 | -16.68% Sep 14, 2021 - Aug 1, 2025 | -36.25% Jan 26, 2018 - Nov 9, 2020 |
| #2 | -6.03% Mar 6, 2020 - Jun 23, 2020 | -35.73% Feb 17, 2021 - Jul 16, 2025 |
| #3 | -3.48% Dec 31, 2020 - Aug 2, 2021 | -35.64% Sep 5, 2014 - Jul 14, 2017 |
| #4 | -2.71% Feb 27, 2026 - May 19, 2026 | -29.51% Apr 8, 2011 - Jul 28, 2014 |
| #5 | -2.12% Sep 5, 2019 - Oct 3, 2019 | -18.24% Apr 14, 2010 - Sep 15, 2010 |
| #6 | -1.97% Oct 7, 2019 - Jan 24, 2020 | -12.63% Jan 14, 2010 - Apr 1, 2010 |
| #7 | -1.49% Aug 4, 2020 - Nov 30, 2020 | -11.29% Feb 25, 2026 - Apr 17, 2026 |
| #8 | -1.05% Oct 28, 2025 - Nov 25, 2025 | -7.97% Jan 3, 2011 - Apr 1, 2011 |
| #9 | -0.88% Aug 3, 2021 - Sep 14, 2021 | -7.65% Nov 5, 2010 - Jan 3, 2011 |
| #10 | -0.83% Nov 26, 2025 - Jan 13, 2026 | -5.68% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -0.71% Jul 5, 2019 - Aug 2, 2019 | -5.21% Jan 20, 2021 - Feb 5, 2021 |
| #12 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -5.04% May 6, 2026 - Jun 2, 2026 |
| #13 | -0.65% Jan 14, 2026 - Feb 5, 2026 | -5.02% Oct 29, 2025 - Jan 2, 2026 |
| #14 | -0.56% Apr 1, 2019 - May 7, 2019 | -4.54% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -0.53% Jan 31, 2020 - Feb 10, 2020 | -4.52% Nov 22, 2017 - Dec 28, 2017 |
Correlation
Correlation between JCPB and SCHE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2010 - 2026)
JCPB vs SCHE dividend yield comparison.
| Year | JCPB | SCHE |
|---|---|---|
| 2026 | 2.02% | 0.00% |
| 2025 | 4.90% | 2.88% |
| 2024 | 5.16% | 3.03% |
| 2023 | 4.32% | 3.83% |
| 2022 | 3.01% | 2.88% |
| 2021 | 2.19% | 2.86% |
| 2020 | 2.97% | 2.09% |
| 2019 | 3.01% | 3.27% |
| 2018 | 0.00% | 2.64% |
| 2017 | 0.00% | 2.31% |
| 2016 | 0.00% | 2.27% |
| 2015 | 0.00% | 2.50% |
| 2014 | 0.00% | 2.86% |
| 2013 | 0.00% | 2.56% |
| 2012 | 0.00% | 2.11% |
| 2011 | 0.00% | 4.96% |
| 2010 | 0.00% | 0.80% |
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