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JQUA vs SCHX: Differences, Returns & Fees

JQUA and SCHX hold 41% of their weight in the same names, and JQUA returned +22.2% over the year. Net assets: $9.3bn on Oct 9, 2026 for JPMorgan U.S. Quality 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 5.6 points.

JQUA vs SCHX: Differences, Returns & Fees
JQUASCHX
Expense ratio0.12%0.03%
Net assets, JQUA as of Oct 9, 2026 and SCHX as of May 31, 2026$9.3bn$72.6bn
Total return, 1 year+22.2%+16.6%
What it tracksJP Morgan US Quality Factor IndexDow Jones U.S. Large-Cap Total Stock Market Index
Holdings in common41%
Top ten holdings, share of the fund19.7%37.3%

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

+22.2%
JQUA total return, 1 year
+16.6%
SCHX total return, 1 year
0.12%
JQUA expense ratio
0.03%
SCHX expense ratio

What they hold in common

By the books each fund has filed, JQUA and SCHX hold 41% 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

41% in common

Positions both hold, largest shared weight first
Holding JQUA SCHX
MICROSOFT CORP COMMON 2.10% 4.88%
APPLE INC COMMON STOCK 2.06% 6.69%
META PLATFORMS INC 2.04% 2.02%
BROADCOM INC COMMON 1.98% 3.10%
NVIDIA CORP COMMON STOCK 1.95% 7.50%
ALPHABET INC-CL A 1.83% 3.23%
MICRON TECHNOLOGY INC 1.98% 1.60%
BERKSHIRE HATHAWAY INC 1.63% 1.27%
ADVANCED MICRO DEVICES 2.19% 1.23%
VISA INC COMMON STOCK 1.77% 0.80%
JOHNSON & JOHNSON 1.53% 0.79%
CISCO SYSTEMS INC COMMON 1.32% 0.70%
Only in JQUA
EXXONMOBIL HOLDINGS CORP 1.80%
SANDISK CORP COMMON 0.75%
SPOTIFY TECHNOLOGY SA 0.29%
RAMBUS INC COMMON STOCK 0.28%
SOUTHERN COPPER CORP 0.25%
RINGCENTRAL INC COMMON 0.23%
DROPBOX INC COMMON STOCK 0.21%
APPFOLIO INC COMMON 0.20%
Only in SCHX
Amazon.com Inc 3.87%
Alphabet Inc 2.57%
Tesla Inc 1.79%
Eli Lilly & Co 1.28%
JPMorgan Chase & Co 1.18%
Exxon Mobil Corp 0.89%
Intel Corp 0.79%
Caterpillar Inc 0.60%

Check overlap with more funds →

On the same fields

JQUA
JPMorgan U.S. Quality 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 +22.2% +16.6%
Expense ratio 0.12% 0.03%
Already in the S&P 500 81.0% 94.5%
Holdings 307 748
Net assets, JQUA as of Oct 9, 2026 and SCHX as of May 31, 2026 $9.3bn $72.6bn

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

About JQUA

JQUA tracks an index. Over the year to Oct 9, 2026 it returned +22.2% with distributions reinvested. The prospectus expense ratio is 0.12% a year. By its holdings published by its issuer for Oct 9, 2026, 81% of the fund by weight is stocks the S&P 500 also holds, across 307 positions, with the top ten at 19.7%.

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, JQUA or SCHX?
In the year to Oct 9, 2026, with distributions reinvested, JQUA returned +22.2% and SCHX +16.6%.
Which is cheaper, JQUA 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 JQUA and SCHX overlap with the S&P 500?
By their latest filed holdings, 81% of JQUA and 94% of SCHX by weight is stocks the S&P 500 already holds.
Other comparisons
JQUA vs VIGJQUA vs SCHBJQUA vs SPYMJQUA vs MTUMSCHX vs TCAFBBUS vs SCHXSCHX vs VONEMGC vs SCHX
JQUA on its own →SCHX on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
JQUA filings on SEC EDGAR ↗JQUA 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, JQUA against SCHX, data as of Oct 9, 2026. https://etfiq.com/compare/any/jqua-vs-schx

Open data

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