BBCB vs SCHD
BBCB vs SCHD
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF vs Schwab US Dividend Equity ETF
Quick Verdict
BBCB has a lower expense ratio. SCHD delivered stronger 1-year returns. BBCB offers more diversification with 1138 holdings.
Side-by-Side Comparison
| Metric | BBCB | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.06% | |
| AUM | $46M | $103.7B | |
| Dividend Yield | 4.98% | 3.31% | |
| Holdings | 1,290 | 104 | |
| YTD Return | +0.51% | +24.26% | |
| 1Y Return | +2.74% | +31.38% | |
| 3Y Return (annualized) | +5.24% | +15.08% | |
| 5Y Return (annualized) | +0.02% | +9.72% | |
| Volatility (annualized) | 7.8% | 13.6% | |
| Max Drawdown | -23.9% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Dec 12, 2018 | Oct 20, 2011 |
BBCB vs SCHD Performance
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) 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 BBCB returned +2.74% while SCHD returned +31.38%. Year to date, BBCB is up 0.51% versus a gain of 24.26% for SCHD.
Over three years, BBCB compounded at +5.24% per year against +15.08% for SCHD; over five years the annualized figures are +0.02% and +9.72% respectively. Across the full 8-year window we track, SCHD has the edge at +11.39% annualized vs +1.63%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 7.8% for BBCB. 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 -23.9% for BBCB 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBCB charges 0.04% per year while SCHD charges 0.06%. On a $10,000 position that is $4 vs $6 annually, a gap of $2 per year that compounds over a long holding period. On income, BBCB currently yields 4.98% against 3.31% for SCHD.
Holdings Overlap
BBCB and SCHD share 0 holdings out of 1238 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, BBCB or SCHD?
BBCB has an expense ratio of 0.04% while SCHD charges 0.06%. BBCB is the cheaper option. On a $10,000 investment, that is $2 per year of difference.
Which performed better, BBCB or SCHD?
Over the past year BBCB returned +2.74% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), BBCB annualized +1.63% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BBCB or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 7.8% for BBCB. Worst drawdown: BBCB -23.9% vs SCHD -33.4%.
Should I hold both BBCB and SCHD?
BBCB and SCHD have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBCB and SCHD?
BBCB and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1238 unique securities.
Which pays a higher dividend, BBCB or SCHD?
BBCB yields 4.98% while SCHD yields 3.31%, so BBCB currently pays the higher dividend yield.
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