How do the expense ratios of JQUA and SCHG compare?

JQUA has an expense ratio of 0.12%, while SCHG charges 0.04%. This means SCHG's fees are 0.08 percentage points lower than JQUA's. The difference, though small, can influence long-term net returns depending on the investment horizon and market performance.

How do the inception dates of JQUA and SCHG differ?

JQUA was launched on November 8, 2017, while SCHG started on December 11, 2009. This means SCHG has approximately 8 more years of historical data available for performance analysis.

What are the primary market cap focuses of JQUA and SCHG?

JQUA falls into the Large Blend category, while SCHG focuses on Large Growth. This means JQUA tracks a broader mix of large-cap companies with varying growth characteristics, whereas SCHG exclusively targets large-cap firms with above-average growth metrics.

How do JQUA and SCHG differ in their primary investment objective?

JQUA aims to track the quality factor by selecting companies with strong fundamentals and profitability. In contrast, SCHG focuses on identifying firms with above-average growth metrics.

What are the dividend yields of JQUA and SCHG?

JQUA provides a yield of 1.05%, while SCHG's yield is lower at 0.36%. These yields vary over time depending on portfolio distributions and market conditions. Investors should not anticipate constant payouts as yields can change.

How do the net assets of JQUA and SCHG compare?

JQUA has $9.3 billion in assets, whereas SCHG manages significantly more at $65.9 billion. This indicates that SCHG is a larger, potentially more widely traded fund. Investors may note that SCHG is roughly seven times larger in terms of net assets.

What does JQUA track versus SCHG?

JQUA tracks a quality factor, which involves selecting companies with strong fundamentals, profitability, and low leverage.

How does SCHG's index tracking differ from JQUA's?

SCHG is designed to capture large-cap growth companies, focusing on firms with above-average growth metrics. Its exposure is concentrated on market leaders with significant growth potential, contrasting with JQUA's broader large blend approach.

How concentrated are JQUA's top ten holdings compared to its total net assets?

JQUA's top ten holdings, including AAPL at 2.11% and AMD at 2.07%, each exceed 2%. The combined weight of the top ten holdings is around 19.46%, which represents a very low concentration risk relative to its total net assets of $9.3 billion. The fund has an extensive list of top holdings, meaning no single position dominates the portfolio. This broad distribution ensures that the quality-factor screening benefits from minimal single-stock dependency.

What is the risk associated with SCHG's single-stock dependency?

SCHG's top holding, NVDA, constitutes 10.67% of the total portfolio, with the top ten positions representing approximately 52% of the fund's holdings. This high concentration creates severe single-stock dependency, meaning a sharp decline in NVDA's share price could disproportionately impact the fund's overall value. Such concentration reduces overall diversification effectiveness compared to funds with more evenly distributed portfolios.

How does JQUA's recent 2017 inception impact its long-term performance history?

JQUA's inception in November 2017 means it lacks multi-decade long-term performance history compared to more established funds. While its $9.3 billion net assets demonstrate sufficient institutional liquidity and market presence, the limited timeframe restricts evaluation of how the quality-factor screening performs across different economic cycles. Investors should be aware of this constraint when reviewing historical data.

Do JQUA or SCHG provide dividend income?

JQUA provides a dividend yield of 1.05%, which can offer some income. In contrast, SCHG's very low yield of 0.36% means it offers minimal regular income generation for investors.

JQUA vs SCHG

Two funds, one decision: we compare cost, performance and what each ETF actually holds in September 2026.

Compare JQUA and SCHG for expense ratios, holdings and dividends. JQUA tracks the quality factor, while SCHG focuses on large-cap growth. Review costs, top holdings and yield to understand how each fund tracks its market. Educational content, not financial advice.

Fund Snapshot

Key Fund Metrics

JQUA

Metric

SCHG

0.12%

Expense Ratio

0.04%

1.05%

Dividend Yield

0.36%

$9.28B

Net Assets

$65.89B

312

Holdings

196

Nov 8, 2017

Inception Date

Dec 11, 2009

–

Index Tracked

–

Large Blend

Fund Category

Large Growth

SCHG costs about $8.00 less per year for every $10,000 invested.

Shared Top Holdings

Holding	JQUA	SCHG
AAPLApple Inc.	2.11%	9.94%
AMDAdvanced Micro Devices, Inc.	2.07%	2.76%
AVGOBroadcom Inc.	2.01%	3.30%
MSFTMicrosoft Corporation	1.99%	7.42%
NVDANVIDIA Corporation	1.94%	10.67%
METAMeta Platforms, Inc.	1.94%	3.01%
GOOGLAlphabet Inc.	1.87%	4.09%

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Investment Analysis

JQUA

Pros

Modest 0.12% expense ratio balances reasonable costs with active quality-factor screening
Extensive top ten holdings list ensures minimal single-stock concentration risk
Over four billion net assets confirms sufficient institutional investor liquidity and market presence

Considerations

Undisclosed index methodology prevents transparent evaluation of underlying quality-factor screening criteria
Recent 2017 inception date lacks multi-decade long-term performance history compared to established funds
AAPL and AMD each exceed two percent weight potentially undermining intended sector diversification benefits

SCHG

Pros

Ultra-low 0.04% expense ratio significantly outperforms most actively managed equity alternatives
Substantial 65.9 billion net assets ensures deep institutional liquidity and reliable daily trading execution
Long 2009 inception date provides fifteen years of verifiable growth investing track record

Considerations

NVDA constitutes over ten percent of total portfolio value creating severe single-stock dependency
Top ten positions represent approximately 52 percent of total holdings reducing overall diversification effectiveness
Very low 0.36% dividend yield offers minimal regular income generation for investors

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About JQUA and SCHG

JQUA (JQUA)

The JP Morgan US Quality Factor ETF (JQUA) is an exchange-traded fund designed to help investors gain exposure to high-quality US equities. With a Large Blend category, it targets companies exhibiting strong balance sheets, consistent earnings, and favourable cash flow characteristics. Since its inception in November 2017, the fund has grown significantly, managing net assets of USD 9.28 billion across 312 holdings. It offers a relatively low expense ratio of 0.12%, making it an accessible option for those seeking factor-based strategies without heavy costs. Investors receive a dividend yield of 1.05%, reflecting the fund's focus on mature, financially sound companies. As with any investment, values can rise and fall, and returns are not guaranteed, so understanding the underlying quality factors is essential for suitability.

SCHG (SCHG)

SCHG (Schwab US Large‑Cap Growth ETF) is an exchange‑traded fund that offers investors low‑cost exposure to US large‑capitalisation companies exhibiting growth characteristics. It tracks a large‑cap growth index and typically holds companies with higher expected earnings growth, often leading to heavier weights in technology and other growth‑oriented sectors. As an ETF, SCHG provides intraday liquidity, diversification across dozens to hundreds of stocks and a transparent holdings profile. Costs are generally lower than many active funds, but investors should note that growth‑style funds can be more volatile than broad‑market or value strategies and that past performance is not a guide to future returns. SCHG can serve as a growth sleeve within a broader portfolio but may not suit investors seeking high income or very low volatility. This information is educational and not personalised advice; consider your risk tolerance, investment horizon and the role of style and geographic diversification before investing.

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JQUA vs SCHG

Fund Snapshot