JMOM vs SCHY

Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF (SCHY, ETF).

5-Year PerformanceJMOM has outperformed SCHY, delivering a return of +15.7% compared to +8.7%

JMOM vs SCHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMOM(ETF)	SCHY(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.12%	0.08%
Max Drawdown	34.31%	25.42%
Sharpe Ratio	2.03	1.83
5Y Beta	1.04	0.40
P/E Ratio	33.26	N/A
Forward P/E	22.00	N/A
PEG Ratio	0.76	N/A
5Y Dividends CAGR	12.88%	N/A
5Y EPS CAGR	22.86%	N/A
Debt to Equity	-2.11%	N/A
P/S Ratio	2.36	N/A
P/B Ratio	5.34	N/A

Net Assets

JMOM

$2.20B

SCHY

$2.20B

Expense Ratio

JMOM

0.12%

Winner

SCHY

0.08%

Max Drawdown

JMOM

34.31%

Winner

SCHY

25.42%

Sharpe Ratio

Winner

JMOM

2.03

SCHY

1.83

5Y Beta

JMOM

1.04

Winner

SCHY

0.40

P/E Ratio

JMOM

33.26

SCHY

N/A

Forward P/E

JMOM

22.00

SCHY

N/A

PEG Ratio

JMOM

0.76

SCHY

N/A

5Y Dividends CAGR

JMOM

12.88%

SCHY

N/A

5Y EPS CAGR

JMOM

22.86%

SCHY

N/A

Debt to Equity

JMOM

-2.11%

SCHY

N/A

P/S Ratio

JMOM

2.36

SCHY

N/A

P/B Ratio

JMOM

5.34

SCHY

N/A

JMOM vs SCHY - Historical Returns

Returns include dividend reinvestment.

Period	JMOM	SCHY
1 month	+11.19%	-0.95%
3 months	+12.46%	-2.52%
6 months	+16.52%	+12.53%
1 year	+33.79%	+28.22%
5 years(CAGR)	+15.75%	+8.74%
10 years(CAGR)	+15.91%	N/A
Max(CAGR)	+15.91%	+9.05%

Winner

JMOM

+11.19%

SCHY

-0.95%

Winner

JMOM

+12.46%

SCHY

-2.52%

Winner

JMOM

+16.52%

SCHY

+12.53%

Winner

JMOM

+33.79%

SCHY

+28.22%

5Y(CAGR)

Winner

JMOM

+15.75%

SCHY

+8.74%

10Y(CAGR)

JMOM

+15.91%

SCHY

N/A

Max(CAGR)

Winner

JMOM

+15.91%

SCHY

+9.05%

JMOM vs SCHY - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	JMOM	SCHY
2026	+16.23%	+8.28%
2025	+17.75%	+33.82%
2024	+29.74%	-1.25%
2023	+23.74%	+13.76%
2022	-20.41%	-9.80%
2021	+26.82%	+4.08%
2020	+28.12%	N/A
2019	+28.88%	N/A
2018	-5.24%	N/A
2017	+3.32%	N/A

JMOM vs SCHY Drawdown Comparison

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The maximum drawdown for SCHY was -24.03%, occurring on Sep 27, 2022. Recovery took 471 trading sessions.

The current SCHY drawdown is -4.13%.

Rank	JMOM	SCHY
#1	-34.31% Feb 19, 2020 - Jul 20, 2020	-24.03% Feb 9, 2022 - Dec 26, 2023
#2	-28.27% Nov 16, 2021 - Jan 30, 2024	-12.16% Sep 26, 2024 - Apr 22, 2025
#3	-21.59% Oct 3, 2018 - Jun 10, 2019	-9.11% Feb 27, 2026 - Mar 20, 2026
#4	-19.51% Feb 18, 2025 - Jun 24, 2025	-7.47% Jun 14, 2021 - Jan 12, 2022
#5	-10.94% Feb 12, 2021 - Apr 15, 2021	-5.26% Jan 12, 2024 - May 13, 2024
#6	-9.09% Jan 26, 2018 - Jun 5, 2018	-4.53% May 17, 2024 - Jul 12, 2024
#7	-8.49% Jul 16, 2024 - Aug 23, 2024	-3.52% Jul 31, 2024 - Aug 15, 2024
#8	-8.34% Oct 13, 2020 - Nov 24, 2020	-3.48% Jul 23, 2025 - Aug 12, 2025
#9	-8.27% Sep 2, 2020 - Oct 9, 2020	-2.90% Nov 12, 2025 - Nov 26, 2025
#10	-7.87% Mar 2, 2026 - Apr 8, 2026	-2.86% Jan 14, 2022 - Feb 9, 2022
#11	-6.88% Apr 26, 2021 - Jun 14, 2021	-2.80% Aug 22, 2025 - Oct 17, 2025
#12	-6.63% Sep 3, 2021 - Oct 21, 2021	-2.73% Jun 12, 2025 - Jul 2, 2025
#13	-6.24% Mar 21, 2024 - May 15, 2024	-2.33% May 10, 2021 - May 17, 2021
#14	-6.18% Dec 4, 2024 - Jan 23, 2025	-1.95% May 6, 2025 - May 19, 2025
#15	-6.07% Oct 27, 2025 - Dec 10, 2025	-1.89% Oct 28, 2025 - Nov 10, 2025