BBBI vs. SCHI
BBBI (BondBloxx BBB Rated 5-10 Year Corporate Bond ETF) and SCHI (Schwab 5-10 Year Corporate Bond ETF) are both Corporate Bonds funds - BBBI tracks the Bloomberg U.S. Corporate BBB 5-10 Year Index while SCHI tracks the Bloomberg US 5-10 Year Corporate Bond Index. Both are passively managed. Over the past year, BBBI returned 5.53% vs 5.43% for SCHI. With a 0.97 correlation, they move nearly in lockstep. BBBI charges 0.19%/yr vs 0.03%/yr for SCHI.
Performance
BBBI vs. SCHI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BBBI achieves a 0.32% return, which is significantly higher than SCHI's 0.24% return.
BBBI
- 1D
- -0.23%
- 1M
- 0.46%
- YTD
- 0.32%
- 6M
- 0.51%
- 1Y
- 5.53%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SCHI
- 1D
- -0.18%
- 1M
- 0.54%
- YTD
- 0.24%
- 6M
- 0.41%
- 1Y
- 5.43%
- 3Y*
- 6.10%
- 5Y*
- 1.17%
- 10Y*
- —
BBBI vs. SCHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BBBI BondBloxx BBB Rated 5-10 Year Corporate Bond ETF | 0.32% | 9.28% | 4.38% |
SCHI Schwab 5-10 Year Corporate Bond ETF | 0.24% | 9.47% | 4.65% |
Correlation
The correlation between BBBI and SCHI is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jan 25, 2024 | 0.97 |
The correlation between BBBI and SCHI has been stable across timeframes, ranging from 0.97 to 0.97 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BBBI vs. SCHI — Risk / Return Rank
BBBI
SCHI
BBBI vs. SCHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) and Schwab 5-10 Year Corporate Bond ETF (SCHI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBBI | SCHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | 1.81 | +0.08 |
| Martin ratioReturn relative to average drawdown | 6.19 | 5.83 | +0.36 |
Loading charts...
Drawdowns
BBBI vs. SCHI - Drawdown Comparison
The maximum BBBI drawdown since its inception was -4.11%, smaller than the maximum SCHI drawdown of -20.67%. Use the drawdown chart below to compare losses from any high point for BBBI and SCHI.
Loading charts...
Drawdown Indicators
| BBBI | SCHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.11% | -20.67% | +16.56% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -3.01% | +0.07% |
Max Drawdown (3Y)Largest decline over 3 years | — | -6.14% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.67% | — |
Current DrawdownCurrent decline from peak | -1.19% | -1.32% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -0.98% | -5.68% | +4.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 0.93% | -0.04% |
Volatility
BBBI vs. SCHI - Volatility Comparison
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) and Schwab 5-10 Year Corporate Bond ETF (SCHI) have volatilities of 1.22% and 1.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BBBI | SCHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 1.25% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 3.12% | 3.21% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.03% | 4.14% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.01% | 6.67% | -1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.01% | 7.38% | -2.37% |
BBBI vs. SCHI - Expense Ratio Comparison
BBBI has a 0.19% expense ratio, which is higher than SCHI's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BBBI vs. SCHI - Dividend Comparison
BBBI's dividend yield for the trailing twelve months is around 4.79%, less than SCHI's 5.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBBI BondBloxx BBB Rated 5-10 Year Corporate Bond ETF | 4.79% | 4.90% | 4.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHI Schwab 5-10 Year Corporate Bond ETF | 5.05% | 4.99% | 5.11% | 4.27% | 3.10% | 1.93% | 2.31% | 0.53% |
Frequently Asked Questions
With a correlation of 0.97, BBBI and SCHI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
SCHI has higher volatility (1.25%) compared to BBBI (1.22%). In terms of maximum drawdown, BBBI dropped -4.11% vs SCHI's -20.67%.
On 1-year performance, BBBI leads with 5.53% vs 5.43% for SCHI. On fees, SCHI is cheaper at 0.03% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BBBI has performed better with a 5.53% return vs 5.43%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SCHI is cheaper with a 0.03% expense ratio, compared with 0.19% for BBBI.
SCHI has the higher dividend yield at 5.05%, compared with 4.79% for BBBI.
BBBI tracks Bloomberg U.S. Corporate BBB 5-10 Year Index, while SCHI tracks Bloomberg US 5-10 Year Corporate Bond Index. They also come from different issuers: BondBloxx and Charles Schwab. Their fees differ too: 0.19% for BBBI and 0.03% for SCHI.
BBBI currently has the higher Sharpe Ratio (1.38 vs 1.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BBBI and SCHI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer