BBEM vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. BBEM delivered stronger 1-year returns. BBEM offers more diversification with 866 holdings.

Side-by-Side Comparison

MetricBBEMSCHQ
Fund FamilyJ.P. Morgan Asset ManagementCharles Schwab Asset Management
Expense Ratio0.15%0.03%
AUM$752M$923M
Dividend Yield5.16%4.43%
Holdings Count1,13097
Inception Date2023-05-102019-10-10
Investment StyleLarge Cap BlendLong Term Government Bond
1-Month Return+7.76%-0.06%
YTD Return+5.40%+0.09%
1-Year Return+43.15%+4.22%
3-Year Return--1.99%
5-Year Return--6.92%
10-Year Return--
Buy Score7061
Momentum Score6825
Value Score-73

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
876
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, BBEM or SCHQ?

BBEM has an expense ratio of 0.15% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do BBEM and SCHQ hold the same stocks?

BBEM and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 876 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, BBEM or SCHQ?

Over the past year, BBEM returned +43.15% while SCHQ returned +4.22%. BBEM outperformed over this period. Past performance does not guarantee future results.