BBJP vs SCHD
JPMorgan BetaBuilders Japan ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. BBJP offers more diversification with 184 holdings.
Side-by-Side Comparison
| Metric | BBJP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.06% | |
| AUM | $19.6B | $108.7B | |
| Dividend Yield | 4.75% | 3.13% | |
| Holdings | 184 | 104 | |
| YTD Return | +19.32% | +26.54% | |
| 1Y Return | +28.30% | +30.90% | |
| 3Y Return (annualized) | +20.83% | +16.29% | |
| 5Y Return (annualized) | +10.14% | +9.65% | |
| Volatility (annualized) | 14.8% | 13.6% | |
| Max Drawdown | -32.7% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 15, 2018 | Oct 20, 2011 |
BBJP vs SCHD Performance
JPMorgan BetaBuilders Japan ETF (BBJP) 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 BBJP returned +28.30% while SCHD returned +30.90%. Year to date, BBJP is up 19.32% versus a gain of 26.54% for SCHD.
Over three years, BBJP compounded at +20.83% per year against +16.29% for SCHD; over five years the annualized figures are +10.14% and +9.65% respectively. Across the full 8-year window we track, SCHD has the edge at +11.51% annualized vs +8.53%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBJP has been the more volatile fund, with annualized monthly volatility of 14.8% 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 -32.7% for BBJP 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBJP 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, BBJP currently yields 4.75% against 3.13% for SCHD.
Holdings Overlap
BBJP and SCHD share 0 holdings out of 273 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, BBJP or SCHD?
BBJP 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, BBJP or SCHD?
Over the past year BBJP returned +28.30% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), BBJP annualized +8.53% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, BBJP or SCHD?
BBJP has been the more volatile fund at 14.8% annualized versus 13.6% for SCHD. Worst drawdown: BBJP -32.7% vs SCHD -33.4%.
Should I hold both BBJP and SCHD?
BBJP and SCHD have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBJP and SCHD?
BBJP and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 273 unique securities.
Which pays a higher dividend, BBJP or SCHD?
BBJP yields 4.75% while SCHD yields 3.13%, so BBJP currently pays the higher dividend yield.
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