BBRE vs SCHD
JPMorgan BetaBuilders MSCI US REIT ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. BBRE offers more diversification with 107 holdings.
Side-by-Side Comparison
| Metric | BBRE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.11% | 0.06% | |
| AUM | $1.3B | $103.7B | |
| Dividend Yield | 3.10% | 3.31% | |
| Holdings | 111 | 104 | |
| YTD Return | +15.13% | +25.62% | |
| 1Y Return | +20.05% | +32.62% | |
| 3Y Return (annualized) | +11.34% | +15.58% | |
| 5Y Return (annualized) | +4.23% | +9.63% | |
| Volatility (annualized) | 18.9% | 13.6% | |
| Max Drawdown | -43.6% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 15, 2018 | Oct 20, 2011 |
BBRE vs SCHD Performance
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) 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 BBRE returned +20.05% while SCHD returned +32.62%. Year to date, BBRE is up 15.13% versus a gain of 25.62% for SCHD.
Over three years, BBRE compounded at +11.34% per year against +15.58% for SCHD; over five years the annualized figures are +4.23% and +9.63% respectively. Across the full 8-year window we track, SCHD has the edge at +11.47% annualized vs +6.26%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBRE has been the more volatile fund, with annualized monthly volatility of 18.9% 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 -43.6% for BBRE 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBRE charges 0.11% per year while SCHD charges 0.06%. On a $10,000 position that is $11 vs $6 annually, a gap of $5 per year that compounds over a long holding period. On income, BBRE currently yields 3.10% against 3.31% for SCHD.
Holdings Overlap
BBRE and SCHD share 0 holdings out of 207 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, BBRE or SCHD?
BBRE has an expense ratio of 0.11% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, BBRE or SCHD?
Over the past year BBRE returned +20.05% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), BBRE annualized +6.26% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, BBRE or SCHD?
BBRE has been the more volatile fund at 18.9% annualized versus 13.6% for SCHD. Worst drawdown: BBRE -43.6% vs SCHD -33.4%.
Should I hold both BBRE and SCHD?
BBRE and SCHD have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBRE and SCHD?
BBRE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 207 unique securities.
Which pays a higher dividend, BBRE or SCHD?
BBRE yields 3.10% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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