BBEM vs SCHQ

vs

Quick Verdict

SCHQ has a lower expense ratio. BBEM delivered stronger 1-year returns. BBEM offers more diversification with 1130 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
0
Total Unique

Sector Allocation

Loading chart...

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 0 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.