BBEM vs SCHD
BBEM vs SCHD
JPMorgan BetaBuilders Emerging Markets Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. BBEM delivered stronger 1-year returns. BBEM offers more diversification with 889 holdings.
Side-by-Side Comparison
| Metric | BBEM | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.06% | |
| AUM | $748M | $103.7B | |
| Dividend Yield | 2.52% | 3.31% | |
| Holdings | 1,132 | 104 | |
| YTD Return | +15.82% | +24.26% | |
| 1Y Return | +32.69% | +31.38% | |
| 3Y Return (annualized) | +19.42% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 15.1% | 13.6% | |
| Max Drawdown | -17.4% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | Oct 20, 2011 |
BBEM vs SCHD Performance
JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) 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 BBEM returned +32.69% while SCHD returned +31.38%. Year to date, BBEM is up 15.82% versus a gain of 24.26% for SCHD.
Over three years, BBEM compounded at +19.42% per year against +15.08% for SCHD. Across the full 3-year window we track, BBEM has the edge at +19.55% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBEM has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -17.4% for BBEM 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBEM charges 0.15% per year while SCHD charges 0.06%. On a $10,000 position that is $15 vs $6 annually, a gap of $9 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 3.31% for SCHD.
Holdings Overlap
BBEM and SCHD share 1 holdings out of 988 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BBEM | Weight in SCHD | Difference |
|---|---|---|---|
| PG | 0.01% | 4.15% | 4.14% |
Frequently Asked Questions
Which is cheaper, BBEM or SCHD?
BBEM has an expense ratio of 0.15% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, BBEM or SCHD?
Over the past year BBEM returned +32.69% vs +31.38% for SCHD, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.55% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, BBEM or SCHD?
BBEM has been the more volatile fund at 15.1% annualized versus 13.6% for SCHD. Worst drawdown: BBEM -17.4% vs SCHD -33.4%.
Should I hold both BBEM and SCHD?
BBEM and SCHD have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBEM and SCHD?
BBEM and SCHD share 1 common holdings with a 0.0% weight overlap. Combined, they hold 988 unique securities.
Which pays a higher dividend, BBEM or SCHD?
BBEM yields 2.52% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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