JGRO vs SCHH
Comparison between JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
JGRO vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JGRO
$10B
SCHH
$10B
Expense Ratio
JGRO
0.44%
Winner
SCHH
0.07%
Max Drawdown
Winner
JGRO
22.70%
SCHH
44.22%
Sharpe Ratio
Winner
JGRO
0.84
SCHH
0.74
5Y Beta
JGRO
1.17
Winner
SCHH
0.48
P/E Ratio
JGRO
36.68
Winner
SCHH
35.45
Forward P/E
Winner
JGRO
27.12
SCHH
35.74
5Y Dividends CAGR
JGRO
N/A
SCHH
6.16%
5Y EPS CAGR
Winner
JGRO
33.16%
SCHH
9.20%
Debt to Equity
JGRO
N/A
SCHH
39.22%
P/S Ratio
Winner
JGRO
4.41
SCHH
7.21
P/B Ratio
JGRO
10.24
Winner
SCHH
2.61
JGRO vs SCHH - Holdings Comparison
JGRO and SCHH have 1 common holdings. Overlap is 0.00%
JGRO's top 25 holdings weight is 69.39%. SCHH's top 25 holdings weight is 71.57%.
| Rank | JGRO | SCHH |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.55% | WELLTOWER INC (WELL) - 9.40% |
| #2 | APPLE INC (AAPL) - 8.87% | PROLOGIS INC (PLD) - 8.82% |
| #3 | ALPHABET INC CLASS C (GOOG) - 8.04% | EQUINIX INC (EQIX) - 4.89% |
| #4 | BROADCOM INC (AVGO) - 4.89% | SIMON PROPERTY GROUP INC (SPG) - 4.50% |
| #5 | MICROSOFT CORP (MSFT) - 4.83% | AMERICAN TOWER CORP (AMT) - 4.43% |
| #6 | AMAZON.COM INC (AMZN) - 3.92% | DIGITAL REALTY TRUST INC (DLR) - 4.31% |
| #7 | TESLA INC (TSLA) - 2.96% | REALTY INCOME CORP (O) - 3.95% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.89% | PUBLIC STORAGE (PSA) - 3.37% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.21% | CROWN CASTLE INC (CCI) - 2.86% |
| #10 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.76% | VENTAS INC (VTR) - 2.80% |
| #11 | ELI LILLY AND CO (LLY) - 1.64% | IRON MOUNTAIN INC (IRM) - 2.70% |
| #12 | THE GOLDMAN SACHS GROUP INC (GS) - 1.62% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.38% | EXTRA SPACE STORAGE INC (EXR) - 2.15% |
| #14 | n/a (TSM) - 1.33% | AVALONBAY COMMUNITIES INC (AVB) - 1.87% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.28% | EQUITY RESIDENTIAL (EQR) - 1.63% |
| #16 | CIENA CORP (CIEN) - 1.27% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.57% |
| #17 | GE VERNOVA INC (GEV) - 1.19% | ESSEX PROPERTY TRUST INC (ESS) - 1.29% |
| #18 | WALMART INC (WMT) - 1.18% | WEYERHAEUSER CO (WY) - 1.23% |
| #19 | QUANTA SERVICES INC (PWR) - 1.18% | INVITATION HOMES INC (INVH) - 1.18% |
| #20 | GILEAD SCIENCES INC (GILD) - 0.99% | W.P. CAREY INC (WPC) - 1.15% |
| #21 | NETFLIX INC (NFLX) - 0.96% | KIMCO REALTY CORP (KIM) - 1.15% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.92% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.08% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.88% | HOST HOTELS & RESORTS INC (HST) - 1.07% |
| #24 | RTX CORP (RTX) - 0.83% | SUN COMMUNITIES INC (SUI) - 1.01% |
| #25 | NATERA INC (NTRA) - 0.82% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.97% |
| Total Holdings | 121 | 120 |
JGRO vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
JGRO
-0.87%
Winner
SCHH
-0.72%
3M
Winner
JGRO
+8.51%
SCHH
+3.97%
6M
JGRO
+1.07%
Winner
SCHH
+12.55%
1Y
Winner
JGRO
+16.15%
SCHH
+12.78%
5Y(CAGR)
JGRO
N/A
SCHH
+2.83%
10Y(CAGR)
JGRO
N/A
SCHH
+4.13%
Max(CAGR)
Winner
JGRO
+18.95%
SCHH
+6.91%
JGRO vs SCHH - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | JGRO | SCHH |
|---|---|---|
| 2026 | +3.10% | +12.32% |
| 2025 | +14.51% | +3.20% |
| 2024 | +34.94% | +3.89% |
| 2023 | +38.76% | +11.27% |
| 2022 | -10.03% | -24.46% |
| 2021 | N/A | +45.90% |
| 2020 | N/A | -13.48% |
| 2019 | N/A | +26.23% |
| 2018 | N/A | -4.02% |
| 2017 | N/A | +3.43% |
| 2016 | N/A | +7.86% |
| 2015 | N/A | +1.89% |
| 2014 | N/A | +32.13% |
| 2013 | N/A | -0.03% |
| 2012 | N/A | +15.83% |
| 2011 | N/A | +9.48% |
JGRO vs SCHH Drawdown Comparison
The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current JGRO drawdown is -3.94%. The current SCHH drawdown is -2.01%.
| Rank | JGRO | SCHH |
|---|---|---|
| #1 | -22.70% Jan 23, 2025 - Jun 27, 2025 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -17.88% Aug 16, 2022 - May 26, 2023 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -16.44% Oct 29, 2025 - May 13, 2026 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -13.21% Jul 10, 2024 - Oct 11, 2024 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -11.56% Jul 18, 2023 - Nov 20, 2023 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -7.53% Mar 22, 2024 - May 15, 2024 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -5.03% Dec 16, 2024 - Jan 22, 2025 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -4.28% Jun 2, 2026 - Jun 5, 2026 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -3.41% Dec 28, 2023 - Jan 10, 2024 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -3.31% Oct 8, 2025 - Oct 24, 2025 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -3.04% May 14, 2026 - Jun 1, 2026 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -3.03% Oct 29, 2024 - Nov 6, 2024 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -2.99% Nov 12, 2024 - Dec 2, 2024 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -2.66% Jun 15, 2023 - Jun 30, 2023 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -2.65% Aug 12, 2025 - Sep 8, 2025 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between JGRO and SCHH is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2011 - 2026)
JGRO vs SCHH dividend yield comparison.
| Year | JGRO | SCHH |
|---|---|---|
| 2026 | 0.00% | 0.49% |
| 2025 | 0.16% | 3.04% |
| 2024 | 0.10% | 3.22% |
| 2023 | 0.17% | 3.24% |
| 2022 | 0.16% | 2.55% |
| 2021 | 0.00% | 1.50% |
| 2020 | 0.00% | 2.86% |
| 2019 | 0.00% | 2.86% |
| 2018 | 0.00% | 3.64% |
| 2017 | 0.00% | 2.22% |
| 2016 | 0.00% | 2.81% |
| 2015 | 0.00% | 2.48% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 2.59% |
| 2012 | 0.00% | 2.51% |
| 2011 | 0.00% | 2.26% |
Select Stocks to Compare
Popular: JGRO vs SPYSCHH vs SPY
More Comparisons
Compare with similar stocks