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