JIRE vs SCHF: Holdings Overlap
JIREJPMorgan International Research Enhanced Equity ETF
JPMorgan · 206 holdings · $11.2B · as of 2026-04-30
SCHFSchwab International Equity ETF
Schwab · 1476 holdings · $67.5B · as of 2026-05-31
Holdings snapshots are 31 days apart (JIRE: 2026-04-30, SCHF: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are JIRE and SCHF?
JPMorgan International Research Enhanced Equity ETF (JIRE, by JPMorgan) holds 206 positions; Schwab International Equity ETF (SCHF, by Schwab) holds 1476. They have 204 holdings in common, and by portfolio weight the two funds are 46.2% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 46.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 204JIRE holds 206 · SCHF holds 1476
- Weight in Shared Holdings
- JIRE 98%·SCHF 48%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in JIRE
2 of 206 positions (0.5% of the fund) are not held by SCHF.
Sector Breakdown
| Sector | JIRE | SCHF |
|---|---|---|
| Financials | 25.9% | 21.7% |
| Industrials | 17.9% | 14.5% |
| Information Technology | 9.8% | 15.5% |
| Health Care | 9.9% | 7.1% |
| Consumer Discretionary | 7.9% | 5.7% |
| Other Sectors | 25.6% | 23.3% |
| Unclassified | 1.8% | 11.5% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (2% of JIRE, 12% of SCHF).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| JIRE | +3.8% | +14.5% | +24.4% | +17.7% | — | — | 2.61% |
| SCHF | +2.7% | +18.1% | +30.6% | +20.0% | +10.5% | +10.4% | 2.99% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in JIRE vs SCHF →
Shared Holdings(204)
The top 10 shared positions account for 22% of the overlap, led by ASML, HSBA and ROP.
3.17% | 2.10% | 2.10% | |
1.43% | 1.08% | 1.08% | |
1.27% | 0.99% | 0.99% | |
1.20% | 0.97% | 0.97% | |
2.06% | 0.93% | 0.93% | |
1.40% | 0.88% | 0.88% | |
1.60% | 0.80% | 0.80% | |
1.67% | 0.77% | 0.77% | |
1.13% | 0.74% | 0.74% | |
1.17% | 0.68% | 0.68% | |
0.91% | 0.66% | 0.66% | |
0.78% | 0.62% | 0.62% | |
1.21% | 0.61% | 0.61% | |
0.70% | 0.57% | 0.57% | |
1.43% | 0.57% | 0.57% | |
0.88% | 0.53% | 0.53% | |
0.53% | 0.62% | 0.53% | |
0.51% | 0.69% | 0.51% | |
0.82% | 0.50% | 0.50% | |
0.85% | 0.50% | 0.50% | |
0.95% | 0.49% | 0.49% | |
0.61% | 0.49% | 0.49% | |
0.51% | 0.47% | 0.47% | |
0.61% | 0.47% | 0.47% | |
1.04% | 0.47% | 0.47% |
Frequently Asked Questions
How much do JIRE and SCHF overlap?
JIRE and SCHF overlap by 46.2% of portfolio weight. They share 204 holdings (JIRE holds 206 positions and SCHF holds 1476), based on each fund's latest SEC-reported holdings.
Is it redundant to own both JIRE and SCHF?
The two portfolios are 46.2% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of JIRE and SCHF?
The largest positions held by both funds are ASML, HSBA, ROP, NOVN and AZN. Together the top 10 shared positions account for 22% of the total overlap.
What does JIRE own that SCHF doesn't?
2 positions (0.5% of JIRE) are unique to JIRE, led by SPOT and SE. In the other direction, 1272 positions (51.0% of SCHF) are unique to SCHF.