JVAL vs SCHJ
Comparison between JPMORGAN U.S. VALUE FACTOR ETF (JVAL, ETF) and SCHWAB 1-5 YEAR CORPORATE BOND ETF (SCHJ, ETF).
5-Year PerformanceJVAL has outperformed SCHJ, delivering a return of +12.2% compared to +2.3%
JVAL vs SCHJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JVAL vs SCHJ - Historical Returns
Returns include dividend reinvestment.
JVAL vs SCHJ - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JVAL | SCHJ |
|---|---|---|
| 2026 | +17.90% | +0.80% |
| 2025 | +16.48% | +6.73% |
| 2024 | +14.59% | +5.17% |
| 2023 | +19.59% | +6.15% |
| 2022 | -12.14% | -5.56% |
| 2021 | +33.17% | -0.65% |
| 2020 | +5.81% | +5.26% |
| 2019 | +27.98% | +0.61% |
| 2018 | -8.93% | N/A |
| 2017 | +5.24% | N/A |
JVAL vs SCHJ Drawdown Comparison
The maximum drawdown for JVAL was -40.42%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The maximum drawdown for SCHJ was -13.62%, occurring on Mar 19, 2020. Recovery took 57 trading sessions.
The current JVAL drawdown is -0.75%. The current SCHJ drawdown is -0.25%.
| Rank | JVAL | SCHJ |
|---|---|---|
| #1 | -40.42% Jan 17, 2020 - Nov 24, 2020 | -13.62% Mar 5, 2020 - May 27, 2020 |
| #2 | -22.40% Jan 4, 2022 - Dec 13, 2023 | -9.43% Aug 3, 2021 - May 15, 2024 |
| #3 | -20.07% Nov 25, 2024 - Jul 2, 2025 | -1.47% Feb 27, 2026 - Mar 26, 2026 |
| #4 | -18.99% Sep 21, 2018 - Apr 30, 2019 | -1.30% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -8.53% Jul 26, 2019 - Oct 25, 2019 | -1.27% Dec 3, 2020 - Aug 3, 2021 |
| #6 | -8.48% Feb 11, 2026 - Apr 16, 2026 | -1.20% Sep 24, 2024 - Jan 28, 2025 |
| #7 | -8.23% May 3, 2019 - Jul 3, 2019 | -0.52% Jun 10, 2020 - Jun 15, 2020 |
| #8 | -7.88% Jan 24, 2018 - Aug 28, 2018 | -0.52% Apr 29, 2025 - May 27, 2025 |
| #9 | -7.68% Jul 16, 2024 - Aug 30, 2024 | -0.50% Sep 1, 2020 - Oct 14, 2020 |
| #10 | -6.11% Oct 27, 2025 - Dec 3, 2025 | -0.49% Oct 28, 2025 - Nov 21, 2025 |
| #11 | -5.86% Mar 28, 2024 - Jul 11, 2024 | -0.39% May 15, 2024 - Jun 3, 2024 |
| #12 | -5.74% Nov 16, 2021 - Dec 27, 2021 | -0.37% Jun 5, 2024 - Jun 12, 2024 |
| #13 | -4.70% Jun 8, 2021 - Aug 3, 2021 | -0.37% Aug 6, 2020 - Aug 31, 2020 |
| #14 | -4.41% Sep 2, 2021 - Oct 20, 2021 | -0.37% Feb 5, 2025 - Feb 19, 2025 |
| #15 | -4.38% May 7, 2021 - Jun 4, 2021 | -0.37% Jun 4, 2025 - Jun 12, 2025 |
Correlation
Correlation between JVAL and SCHJ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2017 - 2026)
JVAL vs SCHJ dividend yield comparison.
| Year | JVAL | SCHJ |
|---|---|---|
| 2026 | 0.29% | 1.90% |
| 2025 | 2.08% | 4.42% |
| 2024 | 2.21% | 4.00% |
| 2023 | 2.43% | 2.98% |
| 2022 | 2.46% | 1.65% |
| 2021 | 1.88% | 0.94% |
| 2020 | 2.55% | 2.54% |
| 2019 | 2.58% | 0.42% |
| 2018 | 2.61% | 0.00% |
| 2017 | 0.45% | 0.00% |
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