BBEM vs SCHD
JPMorgan BetaBuilders Emerging Markets Equity ETF vs Schwab US Dividend Equity ETF
Which is better, BBEM or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. BBEM led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BBEM | SCHD |
|---|---|---|
| Expense Ratio | 0.15% | 0.06%Best |
| AUM | $883M | $112.2B |
| Dividend Yield | 4.92% | 3.13% |
| Holdings | 1,489 | 103 |
| YTD Return | +20.95% | +27.56%Best |
| 1Y Return | +37.96%Best | +30.29% |
| 3Y Return (annualized) | +21.74%Best | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Volatility (annualized) | 15.0% | 13.2%Best |
| Max Drawdown | -17.4% | -16.1%Best |
| $10,000 over 3.3 years | $18,565Best | $16,755 |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 10, 2023 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: May 12, 2023 to Sep 4, 2026 (3.3 years).
BBEM vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.3 years both funds cover.
BBEM vs SCHD Performance
JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is an ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BBEM returned +37.96% while SCHD returned +30.29%. Year to date, BBEM is up 20.95% versus a gain of 27.56% for SCHD.
Over three years, BBEM compounded at +21.74% per year against +16.37% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBEM has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 13.2% 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 -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.43. They move together some of the time, and apart the rest.
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 4.92% against 3.13% for SCHD.
Holdings Overlap
At least 4.0% of SCHD's money is in holdings BBEM also owns.
Stated as a floor: for BBEM, our book for it covers 94.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and BBEM share little of their money.
The two holdings books were reported 129 days apart, BBEM as of Mar 31, 2026 and SCHD as of Aug 7, 2026, so some of the difference between them is the time between the two reports rather than the funds.
1 positions in common, counted across the 889 positions we hold weights for in BBEM and 100 in SCHD, against full books of 1,489 and 103.
Top Shared Holdings
| Stock | Weight in BBEM | Weight in SCHD | Difference |
|---|---|---|---|
| PGProcter & Gamble Company | 0.01% | 3.96% | 3.95% |
You are not choosing between two funds in isolation.
Whichever of BBEM and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $9 a year on a $10,000 investment.
Which performed better, BBEM or SCHD?
Over the past year BBEM returned +37.96% vs +30.29% for SCHD, so BBEM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBEM or SCHD?
BBEM has been the more volatile fund at 15.0% annualized versus 13.2% for SCHD. Worst drawdown: BBEM -17.4% vs SCHD -16.1%.
Should I hold both BBEM and SCHD?
BBEM and SCHD have a monthly-return correlation of 0.43, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BBEM and SCHD?
At least 4.0% of SCHD's money is in holdings BBEM also owns. Our book for BBEM is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 889 positions we hold weights for in BBEM and 100 in SCHD.
Which pays a higher dividend, BBEM or SCHD?
BBEM yields 4.92% while SCHD yields 3.13%, so BBEM currently pays the higher dividend yield.
Is SCHD better than BBEM?
SCHD has a lower expense ratio. BBEM led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.