BBBS vs SCHD
BBBS vs SCHD
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. BBBS offers more diversification with 960 holdings.
Side-by-Side Comparison
| Metric | BBBS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.06% | |
| AUM | $180M | $103.7B | |
| Dividend Yield | 4.56% | 3.31% | |
| Holdings | 1,353 | 104 | |
| YTD Return | +0.79% | +24.26% | |
| 1Y Return | +3.00% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 2.0% | 13.6% | |
| Max Drawdown | -1.4% | -33.4% | |
| Fund Family | BondBloxx | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Jan 16, 2024 | Oct 20, 2011 |
BBBS vs SCHD Performance
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) is a ETF from BondBloxx and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BBBS returned +3.00% while SCHD returned +31.38%. Year to date, BBBS is up 0.79% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 2.0% for BBBS. 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 -1.4% for BBBS 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBBS 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, BBBS currently yields 4.56% against 3.31% for SCHD.
Holdings Overlap
BBBS and SCHD share 0 holdings out of 1060 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, BBBS or SCHD?
BBBS 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, BBBS or SCHD?
Over the past year BBBS returned +3.00% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), BBBS annualized +4.89% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BBBS or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 2.0% for BBBS. Worst drawdown: BBBS -1.4% vs SCHD -33.4%.
Should I hold both BBBS and SCHD?
BBBS and SCHD have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBBS and SCHD?
BBBS and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1060 unique securities.
Which pays a higher dividend, BBBS or SCHD?
BBBS yields 4.56% while SCHD yields 3.31%, so BBBS currently pays the higher dividend yield.
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