BBP vs SCHD
Virtus LifeSci Biotech Products ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. BBP delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | BBP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.34% | 0.06% | |
| AUM | $106M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 70 | 104 | |
| YTD Return | +27.15% | +26.54% | |
| 1Y Return | +51.96% | +30.90% | |
| 3Y Return (annualized) | +24.01% | +16.29% | |
| 5Y Return (annualized) | +15.36% | +9.65% | |
| Volatility (annualized) | 23.9% | 13.6% | |
| Max Drawdown | -44.3% | -33.4% | |
| Fund Family | Virtus Investment Partners | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 16, 2014 | Oct 20, 2011 |
BBP vs SCHD Performance
Virtus LifeSci Biotech Products ETF (BBP) is a ETF from Virtus Investment Partners and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BBP returned +51.96% while SCHD returned +30.90%. Year to date, BBP is up 27.15% versus a gain of 26.54% for SCHD.
Over three years, BBP compounded at +24.01% per year against +16.29% for SCHD; over five years the annualized figures are +15.36% and +9.65% respectively. Across the full 12-year window we track, BBP has the edge at +12.52% annualized vs +11.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBP has been the more volatile fund, with annualized monthly volatility of 23.9% 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 -44.3% for BBP 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBP charges 0.34% per year while SCHD charges 0.06%. On a $10,000 position that is $34 vs $6 annually, a gap of $28 per year that compounds over a long holding period. On income, BBP currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
BBP and SCHD share 1 holdings out of 167 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BBP | Weight in SCHD | Difference |
|---|---|---|---|
| AMGN | 1.53% | 4.62% | 3.09% |
Frequently Asked Questions
Which is cheaper, BBP or SCHD?
BBP has an expense ratio of 0.34% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $28 per year of difference.
Which performed better, BBP or SCHD?
Over the past year BBP returned +51.96% vs +30.90% for SCHD, so BBP leads on 1-year performance. Over the longest common window we track (12 years), BBP annualized +12.52% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, BBP or SCHD?
BBP has been the more volatile fund at 23.9% annualized versus 13.6% for SCHD. Worst drawdown: BBP -44.3% vs SCHD -33.4%.
Should I hold both BBP and SCHD?
BBP and SCHD have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBP and SCHD?
BBP and SCHD share 1 common holdings with a 1.5% weight overlap. Combined, they hold 167 unique securities.
Which pays a higher dividend, BBP or SCHD?
BBP yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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