BBAX vs SCHD
JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BBAX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.06% | |
| AUM | $6.6B | $103.7B | |
| Dividend Yield | 3.59% | 3.31% | |
| Holdings | 107 | 104 | |
| YTD Return | +15.63% | +24.26% | |
| 1Y Return | +20.53% | +31.38% | |
| 3Y Return (annualized) | +15.24% | +15.08% | |
| 5Y Return (annualized) | +6.91% | +9.72% | |
| Volatility (annualized) | 18.4% | 13.6% | |
| Max Drawdown | -39.6% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Aug 7, 2018 | Oct 20, 2011 |
BBAX vs SCHD Performance
JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF (BBAX) is a ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BBAX returned +20.53% while SCHD returned +31.38%. Year to date, BBAX is up 15.63% versus a gain of 24.26% for SCHD.
Over three years, BBAX compounded at +15.24% per year against +15.08% for SCHD; over five years the annualized figures are +6.91% and +9.72% respectively. Across the full 8-year window we track, SCHD has the edge at +11.39% annualized vs +6.24%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBAX has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -39.6% for BBAX and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBAX charges 0.19% per year while SCHD charges 0.06%. On a $10,000 position that is $19 vs $6 annually, a gap of $13 per year that compounds over a long holding period. On income, BBAX currently yields 3.59% against 3.31% for SCHD.
Holdings Overlap
BBAX and SCHD share 0 holdings out of 195 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBAX or SCHD?
BBAX has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
Which performed better, BBAX or SCHD?
Over the past year BBAX returned +20.53% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), BBAX annualized +6.24% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BBAX or SCHD?
BBAX has been the more volatile fund at 18.4% annualized versus 13.6% for SCHD. Worst drawdown: BBAX -39.6% vs SCHD -33.4%.
Should I hold both BBAX and SCHD?
BBAX and SCHD have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBAX and SCHD?
BBAX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 195 unique securities.
Which pays a higher dividend, BBAX or SCHD?
BBAX yields 3.59% while SCHD yields 3.31%, so BBAX currently pays the higher dividend yield.
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