BBUS vs SCHD
JPMorgan Betabuilders US Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
BBUS has a lower expense ratio. SCHD delivered stronger 1-year returns. BBUS offers more diversification with 491 holdings.
Side-by-Side Comparison
| Metric | BBUS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.02% | 0.06% | |
| AUM | $8.8B | $103.7B | |
| Dividend Yield | 1.09% | 3.31% | |
| Holdings | 499 | 104 | |
| YTD Return | +13.92% | +26.21% | |
| 1Y Return | +21.29% | +29.99% | |
| 3Y Return (annualized) | +21.72% | +15.73% | |
| 5Y Return (annualized) | +12.80% | +9.67% | |
| Volatility (annualized) | 16.9% | 13.6% | |
| Max Drawdown | -35.4% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 12, 2019 | Oct 20, 2011 |
BBUS vs SCHD Performance
JPMorgan Betabuilders US Equity ETF (BBUS) 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 BBUS returned +21.29% while SCHD returned +29.99%. Year to date, BBUS is up 13.92% versus a gain of 26.21% for SCHD.
Over three years, BBUS compounded at +21.72% per year against +15.73% for SCHD; over five years the annualized figures are +12.80% and +9.67% respectively. Across the full 7-year window we track, BBUS has the edge at +15.85% annualized vs +11.50%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBUS has been the more volatile fund, with annualized monthly volatility of 16.9% 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 -35.4% for BBUS 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBUS charges 0.02% per year while SCHD charges 0.06%. On a $10,000 position that is $2 vs $6 annually, a gap of $4 per year that compounds over a long holding period. On income, BBUS currently yields 1.09% against 3.31% for SCHD.
Holdings Overlap
BBUS and SCHD share 45 holdings out of 546 unique holdings combined, representing a 7.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBUS or SCHD?
BBUS has an expense ratio of 0.02% while SCHD charges 0.06%. BBUS is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
Which performed better, BBUS or SCHD?
Over the past year BBUS returned +21.29% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), BBUS annualized +15.85% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, BBUS or SCHD?
BBUS has been the more volatile fund at 16.9% annualized versus 13.6% for SCHD. Worst drawdown: BBUS -35.4% vs SCHD -33.4%.
Should I hold both BBUS and SCHD?
BBUS and SCHD have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBUS and SCHD?
BBUS and SCHD share 45 common holdings with a 7.8% weight overlap. Combined, they hold 546 unique securities.
Which pays a higher dividend, BBUS or SCHD?
BBUS yields 1.09% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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