Which returned more over the last year, JIRE or SCHY?

In the year to Oct 9, 2026, with distributions reinvested, JIRE returned +13.8% and SCHY +18.0%.

Which is cheaper, JIRE or SCHY?

SCHY is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do JIRE and SCHY overlap with the S&P 500?

By their latest filed holdings, 0% of JIRE and 0% of SCHY by weight is stocks the S&P 500 already holds.

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JIRE vs SCHY: Differences, Returns & Fees

JIRE and SCHY hold 12% of their weight in the same names, and SCHY returned +18.0% over the year. Net assets: $10.9bn on Oct 9, 2026 for JPMorgan International Research Enhanced Equity ETF, and $2.3bn on May 31, 2026 for Schwab International Dividend Equity ETF.

SCHY costs 0.16 points a year less; their one-year returns differ by 4.2 points.

	JIRE	SCHY
Expense ratio	0.24%	0.08%
Net assets, JIRE as of Oct 9, 2026 and SCHY as of May 31, 2026	$10.9bn	$2.3bn
Total return, 1 year	+13.8%	+18.0%
What it tracks	No index, actively managed	not read by ETFIQ
Holdings in common	12%
Top ten holdings, share of the fund	16.6%	41.8%
Below its high	4.8%, high on Aug 13, 2026	5.1%, high on Aug 25, 2026

Holdings in common uses holdings dated May 31, 2026 and Oct 9, 2026.

+13.8%

JIRE total return, 1 year

+18.0%

SCHY total return, 1 year

0.24%

JIRE expense ratio

0.08%

SCHY expense ratio

What they hold in common

By the books each fund has filed, JIRE and SCHY hold 12% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Oct 9, 2026.

50%

half

12% in common

Positions both hold, largest shared weight first

Holding JIRE SCHY

ALLIANZ SE COMMON STOCK 1.46% 4.25%

ROCHE HOLDING AG COMMON 1.35% 3.66%

BHP GROUP LTD COMMON 1.22% 4.55%

TOTALENERGIES SE COMMON 1.03% 4.50%

MUENCHENER 0.96% 0.85%

DBS GROUP HOLDINGS LTD 0.83% 1.22%

BRITISH AMERICAN TOBACCO 0.66% 4.08%

DHL AG COMMON STOCK EUR 0.56% 4.26%

UNILEVER PLC COMMON 0.55% 3.31%

VINCI SA COMMON STOCK 0.51% 3.73%

KONINKLIJKE KPN NV 0.45% 1.93%

GSK PLC COMMON STOCK GBP 0.35% 3.58%

Only in JIRE

ASML HOLDING NV COMMON 3.81%

SIEMENS AG COMMON STOCK 1.71%

ASTRAZENECA PLC COMMON 1.64%

SHELL PLC 1.39%

BANCO SANTANDER SA 1.38%

HSBC HOLDINGS PLC COMMON 1.38%

NESTLE SA COMMON STOCK 1.26%

SAFRAN SA COMMON STOCK 1.21%

Only in SCHY

Infosys Ltd 2.66%

Cie Generale des Etablissements Michelin SCA 2.44%

Singapore Telecommunications Ltd 2.33%

Publicis Groupe SA 2.14%

Kone Oyj 1.84%

SGS SA 1.49%

Saudi Telecom Co 1.38%

China Construction Bank Corp 1.31%

Check overlap with more funds →

On the same fields

JIRE

JPMorgan International Research Enhanced Equity ETF

SCHY

Schwab International Dividend Equity ETF

Where it sits Stock ETF Stock ETF

Issuer JPMorgan Schwab

What it is Actively managed Tracks an index

Total return, 1 year +13.8% +18.0%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −3.5 pts +0.8 pts

Expense ratio 0.24% 0.08%

Already in the S&P 500 0.0% 0.0%

Holdings 207 100

Net assets, JIRE as of Oct 9, 2026 and SCHY as of May 31, 2026 $10.9bn $2.3bn

JIRE and SCHY on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

JIRE in plain words

JIRE is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +13.8% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.24% a year. By its holdings published by its issuer for Oct 9, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 207 positions, with the top ten at 16.6%. It sat 4.8% below its high of Aug 13, 2026 on Oct 9, 2026.

SCHY in plain words

SCHY tracks an index. Over the year to Oct 9, 2026 it returned +18.0% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.08% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 100 positions, with the top ten at 41.8%. It sat 5.1% below its high of Aug 25, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, JIRE or SCHY?: In the year to Oct 9, 2026, with distributions reinvested, JIRE returned +13.8% and SCHY +18.0%.
Which is cheaper, JIRE or SCHY?: SCHY is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do JIRE and SCHY overlap with the S&P 500?: By their latest filed holdings, 0% of JIRE and 0% of SCHY by weight is stocks the S&P 500 already holds.

Other comparisons

JIRE vs PXF JIRE vs RODM GCOW vs JIRE JIRE vs JIVE AVDE vs SCHY LVHI vs SCHY DFIV vs SCHY SCHY vs VYMI

JIRE on its own →SCHY on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

JIRE filings on SEC EDGAR ↗JIRE prospectus with the expense ratio (SEC) ↗JPMorgan website ↗SCHY filings on SEC EDGAR ↗SCHY prospectus with the expense ratio (SEC) ↗Schwab website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, JIRE against SCHY, data as of Oct 9, 2026. https://etfiq.com/compare/any/jire-vs-schy

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.