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JMOM vs SCHX: Differences, Returns & Fees

JMOM and SCHX hold 39% of their weight in the same names, and JMOM returned +26.2% over the year. Net assets: $2.8bn on Oct 9, 2026 for JPMorgan U.S. Momentum Factor ETF, and $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF.

SCHX costs 0.09 points a year less; their one-year returns differ by 9.6 points.

JMOM vs SCHX: Differences, Returns & Fees
JMOMSCHX
Expense ratio0.12%0.03%
Net assets, JMOM as of Oct 9, 2026 and SCHX as of May 31, 2026$2.8bn$72.6bn
Total return, 1 year+26.2%+16.6%
What it tracksJP Morgan US Momentum Factor IndexDow Jones U.S. Large-Cap Total Stock Market Index
Holdings in common39%
Top ten holdings, share of the fund19.1%37.3%

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

+26.2%
JMOM total return, 1 year
+16.6%
SCHX total return, 1 year
0.12%
JMOM expense ratio
0.03%
SCHX expense ratio

What they hold in common

By the books each fund has filed, JMOM and SCHX hold 39% 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.

half

39% in common

Positions both hold, largest shared weight first
Holding JMOM SCHX
MICROSOFT CORP COMMON 2.09% 4.88%
APPLE INC COMMON STOCK 2.05% 6.69%
ALPHABET INC-CL A 2.03% 3.23%
BROADCOM INC COMMON 1.97% 3.10%
NVIDIA CORP COMMON STOCK 1.94% 7.50%
MICRON TECHNOLOGY INC 1.98% 1.60%
ADVANCED MICRO DEVICES 2.49% 1.23%
ELI LILLY AND COMPANY 0.90% 1.28%
JOHNSON & JOHNSON 1.75% 0.79%
INTEL CORP COMMON STOCK 1.40% 0.79%
WALMART INC COMMON STOCK 1.19% 0.74%
COSTCO WHOLESALE CORP 1.16% 0.62%
Only in JMOM
SANDISK CORP COMMON 0.75%
EXXONMOBIL HOLDINGS CORP 0.60%
LUMENTUM HOLDINGS INC 0.46%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.30%
SEMTECH CORP COMMON 0.29%
VICOR CORP COMMON STOCK 0.29%
VIAVI SOLUTIONS INC 0.28%
DIGITALOCEAN HOLDINGS 0.27%
Only in SCHX
Alphabet Inc 2.57%
Meta Platforms Inc 2.02%
Tesla Inc 1.79%
JPMorgan Chase & Co 1.18%
Exxon Mobil Corp 0.89%
Visa Inc 0.80%
Mastercard Inc 0.59%
Oracle Corp 0.56%

Check overlap with more funds →

On the same fields

JMOM
JPMorgan U.S. Momentum Factor ETF
SCHX
Schwab U.S. Large-Cap ETF
Where it sits Stock ETF Stock ETF
Issuer JPMorgan Schwab
What it is Tracks an index Tracks an index of U.S. Large-Cap
Total return, 1 year +26.2% +16.6%
Expense ratio 0.12% 0.03%
Already in the S&P 500 77.4% 94.5%
Holdings 287 748
Net assets, JMOM as of Oct 9, 2026 and SCHX as of May 31, 2026 $2.8bn $72.6bn

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

About JMOM

JMOM tracks an index. Over the year to Oct 9, 2026 it returned +26.2% with distributions reinvested. The prospectus expense ratio is 0.12% a year. By its holdings published by its issuer for Oct 9, 2026, 77% of the fund by weight is stocks the S&P 500 also holds, across 287 positions, with the top ten at 19.1%.

About SCHX

SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 9, 2026 it returned +16.6% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 748 positions, with the top ten at 37.3%.

Questions people ask

Which returned more over the last year, JMOM or SCHX?
In the year to Oct 9, 2026, with distributions reinvested, JMOM returned +26.2% and SCHX +16.6%.
Which is cheaper, JMOM or SCHX?
SCHX is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do JMOM and SCHX overlap with the S&P 500?
By their latest filed holdings, 77% of JMOM and 94% of SCHX by weight is stocks the S&P 500 already holds.
Other comparisons
JMOM vs VIGJMOM vs SCHBJMOM vs SPYMJMOM vs RDVYSCHX vs SPUSKLMN vs SCHXPTLC vs SCHXSCHX vs USCA
JMOM on its own →SCHX on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
JMOM filings on SEC EDGAR ↗JMOM prospectus with the expense ratio (SEC) ↗JPMorgan website ↗SCHX filings on SEC EDGAR ↗SCHX 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, JMOM against SCHX, data as of Oct 9, 2026. https://etfiq.com/compare/any/jmom-vs-schx

Open data

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