BBMC vs SCHD
JPMorgan BetaBuilders US Mid Cap Equity ETF vs Schwab US Dividend Equity ETF
Which is better, BBMC or SCHD?
Mid Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. BBMC led over 3Y and the full window, SCHD over 1Y and 5Y. BBMC is less concentrated, with 7.7% 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 | BBMC | SCHD |
|---|---|---|
| Expense Ratio | 0.07% | 0.06%Best |
| AUM | $2.1B | $112.1B |
| Dividend Yield | 1.12% | 3.00% |
| Holdings | 467 | 103 |
| YTD Return | +14.29% | +24.23%Best |
| 1Y Return | +18.84% | +27.90%Best |
| 3Y Return (annualized) | +18.18%Best | +15.55% |
| 5Y Return (annualized) | +7.84% | +9.97%Best |
| Volatility (annualized) | 18.6% | 15.0%Best |
| Max Drawdown | -30.1% | -16.9%Best |
| $10,000 over 5 years | $14,585 | $16,083Best |
| Top 10 Weight | 7.7%Best | 41.8% |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Apr 14, 2020 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Apr 15, 2020 to Sep 17, 2026 (6.4 years).
BBMC 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 6.4 years both funds cover.
BBMC vs SCHD Performance
JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) 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 BBMC returned +18.84% while SCHD returned +27.90%. Year to date, BBMC is up 14.29% versus a gain of 24.23% for SCHD.
Over three years, BBMC compounded at +18.18% per year against +15.55% for SCHD; over five years the annualized figures are +7.84% and +9.97% respectively. Across the full 6-year window we track, BBMC has the edge at +16.65% annualized vs +15.74%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBMC has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 15.0% 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 -30.1% for BBMC and -16.9% 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBMC charges 0.07% per year while SCHD charges 0.06%. On a $10,000 position that is $7 vs $6 annually, a gap of $1 per year that compounds over a long holding period. On income, BBMC currently yields 1.12% against 3.00% for SCHD.
Holdings Overlap
2.9% of BBMC's money is in holdings SCHD also owns. 3.4% of SCHD's money is in holdings BBMC also owns.
SCHD and BBMC share little of their money.
15 positions in common, counted across the 448 positions we hold weights for in BBMC and 100 in SCHD, against full books of 467 and 103.
What only one of them owns
Our book lists 84 positions for SCHD that do not appear in our book for BBMC (96.5% of the fund), and 419 for BBMC that do not appear in SCHD (90.7%).
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 BBMC | Weight in SCHD | Difference |
|---|---|---|---|
| BBYBest Buy Co. Inc. | 0.33% | 0.38% | 0.05% |
| DINOHF Sinclair Corp | 0.32% | 0.38% | 0.06% |
| APAApa Corp | 0.31% | 0.37% | 0.06% |
| FNFFidelity Nationa | 0.25% | 0.29% | 0.04% |
| AFGAmerican Financial Group Inc/Oh | 0.22% | 0.24% | 0.02% |
| SWKSSkyworks Solutions Inc. | 0.21% | 0.25% | 0.04% |
| ORIOld Republic International Corp | 0.20% | 0.23% | 0.03% |
| BAHBooz Allen Hamilton Holding Corp. | 0.19% | 0.22% | 0.03% |
| COLBColumbia Banking System Inc Common Stock | 0.17% | 0.21% | 0.04% |
| ALVAllianz Ag | 0.16% | 0.20% | 0.04% |
You are not choosing between two funds in isolation.
Whichever of BBMC 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, BBMC or SCHD?
BBMC has an expense ratio of 0.07% while SCHD charges 0.06%. SCHD is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, BBMC or SCHD?
Over the past year BBMC returned +18.84% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), BBMC annualized +16.65% vs +15.74% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBMC or SCHD?
BBMC has been the more volatile fund at 18.6% annualized versus 15.0% for SCHD. Worst drawdown: BBMC -30.1% vs SCHD -16.9%.
Should I hold both BBMC and SCHD?
BBMC and SCHD have a monthly-return correlation of 0.78, 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 BBMC and SCHD?
3.4% of SCHD's money is in holdings BBMC also owns. 3.4% of SCHD's is in holdings BBMC also owns. They hold 15 positions in common, counted across the 448 positions we hold weights for in BBMC and 100 in SCHD.
Which pays a higher dividend, BBMC or SCHD?
BBMC yields 1.12% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BBMC?
SCHD has a lower expense ratio. BBMC led over 3Y and the full window, SCHD over 1Y and 5Y. BBMC is less concentrated, with 7.7% 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.