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. SCHD led over 1Y, 3Y and the full window. BBEM is less concentrated, with 35.5% of the fund in its ten largest positions against 41.8%.
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 | $837M | $119.9B |
| Dividend Yield | 5.00% | 2.96% |
| Holdings | 2,966 | 204 |
| YTD Return | +6.83% | +32.38%Best |
| 1Y Return | +10.17% | +38.54%Best |
| 3Y Return (annualized) | +17.99% | +20.13%Best |
| 5Y Return (annualized) | - | +10.28% |
| Volatility (annualized) | 15.6% | 14.2%Best |
| Max Drawdown | -18.4% | -16.1%Best |
| $10,000 over 3.5 years | $16,449 | $17,438Best |
| Top 10 Weight | 35.5%Best | 41.8% |
| 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 |
Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: May 12, 2023 to Nov 10, 2026 (3.5 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 3.5 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 +10.17% while SCHD returned +38.54%. Year to date, BBEM is up 6.83% versus a gain of 32.38% for SCHD.
Over three years, BBEM compounded at +17.99% per year against +20.13% for SCHD. Across the full 4-year window we track, SCHD has the edge at +17.22% annualized vs +15.28%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBEM has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 14.2% 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 -18.4% 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 0.29. They move largely independently of each other.
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 5.00% against 2.96% for SCHD.
Holdings Overlap
0.2% of BBEM's money is in holdings SCHD also owns. 0.1% of SCHD's money is in holdings BBEM also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 1,431 positions we hold weights for in BBEM and 98 in SCHD, against full books of 2,966 and 204.
What only one of them owns
Our book lists 96 positions for SCHD that do not appear in our book for BBEM (99.6% of the fund), and 12 for BBEM that do not appear in SCHD (1.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BBEM | Weight in SCHD | Difference |
|---|---|---|---|
| MTNVail Resorts Inc. | 0.16% | 0.13% | 0.03% |
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 +10.17% vs +38.54% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), BBEM annualized +15.28% vs +17.22% for SCHD. 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 15.6% annualized versus 14.2% for SCHD. Worst drawdown: BBEM -18.4% vs SCHD -16.1%.
Should I hold both BBEM and SCHD?
BBEM and SCHD have a monthly-return correlation of 0.29, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BBEM or SCHD?
BBEM yields 5.00% while SCHD yields 2.96%, so BBEM currently pays the higher dividend yield.
Is SCHD better than BBEM?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. BBEM is less concentrated, with 35.5% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.