BBAG vs. SCHZ
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and Schwab U.S. Aggregate Bond ETF (SCHZ).
BBAG and SCHZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBAG is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg US Aggregate Bond Index. It was launched on Dec 12, 2018. SCHZ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate. It was launched on Jul 14, 2011. Both BBAG and SCHZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBAG or SCHZ.
Correlation
The correlation between BBAG and SCHZ is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BBAG vs. SCHZ - Performance Comparison
Key characteristics
BBAG:
0.88
SCHZ:
1.07
BBAG:
1.27
SCHZ:
1.60
BBAG:
1.15
SCHZ:
1.19
BBAG:
0.33
SCHZ:
0.62
BBAG:
2.13
SCHZ:
2.69
BBAG:
2.16%
SCHZ:
2.12%
BBAG:
5.23%
SCHZ:
5.32%
BBAG:
-18.86%
SCHZ:
-16.69%
BBAG:
-8.36%
SCHZ:
-2.71%
Returns By Period
In the year-to-date period, BBAG achieves a 1.50% return, which is significantly lower than SCHZ's 1.58% return.
BBAG
1.50%
1.35%
-0.92%
4.84%
-0.72%
N/A
SCHZ
1.58%
1.35%
-0.91%
6.00%
0.66%
2.54%
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BBAG vs. SCHZ - Expense Ratio Comparison
BBAG has a 0.03% expense ratio, which is lower than SCHZ's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BBAG vs. SCHZ — Risk-Adjusted Performance Rank
BBAG
SCHZ
BBAG vs. SCHZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and Schwab U.S. Aggregate Bond ETF (SCHZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BBAG vs. SCHZ - Dividend Comparison
BBAG's dividend yield for the trailing twelve months is around 4.18%, less than SCHZ's 5.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.18% | 4.25% | 3.60% | 2.23% | 1.44% | 2.11% | 2.91% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHZ Schwab U.S. Aggregate Bond ETF | 5.20% | 5.55% | 5.18% | 4.60% | 3.28% | 3.20% | 4.22% | 3.93% | 3.20% | 3.55% | 3.17% | 3.56% |
Drawdowns
BBAG vs. SCHZ - Drawdown Comparison
The maximum BBAG drawdown since its inception was -18.86%, which is greater than SCHZ's maximum drawdown of -16.69%. Use the drawdown chart below to compare losses from any high point for BBAG and SCHZ. For additional features, visit the drawdowns tool.
Volatility
BBAG vs. SCHZ - Volatility Comparison
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) has a higher volatility of 1.41% compared to Schwab U.S. Aggregate Bond ETF (SCHZ) at 1.33%. This indicates that BBAG's price experiences larger fluctuations and is considered to be riskier than SCHZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.