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BBBI vs. SCHJ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBBI vs. SCHJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) and Schwab 1-5 Year Corporate Bond ETF (SCHJ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BBBI achieves a -0.50% return, which is significantly lower than SCHJ's 0.75% return.


BBBI

1D
-0.17%
1M
-1.30%
6M
-0.81%
YTD
-0.50%
1Y
2.34%
3Y*
5Y*
10Y*
ALL TIME*
5.17%

SCHJ

1D
-0.06%
1M
-0.28%
6M
0.42%
YTD
0.75%
1Y
2.99%
3Y*
5.46%
5Y*
2.31%
10Y*
ALL TIME*
2.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$531.26K$827.47K$943.56K
$5.98M$7.81M$6.46M

BBBI vs. SCHJ - Yearly Performance Comparison


2026 (YTD)20252024
BBBI
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
-0.50%9.28%4.38%
SCHJ
Schwab 1-5 Year Corporate Bond ETF
0.75%6.80%5.08%

Correlation

The correlation between BBBI and SCHJ is 0.88, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.88

Correlation (All Time)
Calculated using the full available price history since Jan 25, 2024

0.88

The correlation between BBBI and SCHJ has been stable across timeframes, ranging from 0.88 to 0.88 - a consistent structural relationship.

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Return for Risk

BBBI vs. SCHJ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BBBI
BBBI Risk / Return Rank: 3131
Overall Rank
BBBI Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
BBBI Sortino Ratio Rank: 3030
Sortino Ratio Rank
BBBI Omega Ratio Rank: 2828
Omega Ratio Rank
BBBI Calmar Ratio Rank: 3232
Calmar Ratio Rank
BBBI Martin Ratio Rank: 3333
Martin Ratio Rank

SCHJ
SCHJ Risk / Return Rank: 7979
Overall Rank
SCHJ Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
SCHJ Sortino Ratio Rank: 8585
Sortino Ratio Rank
SCHJ Omega Ratio Rank: 8383
Omega Ratio Rank
SCHJ Calmar Ratio Rank: 7070
Calmar Ratio Rank
SCHJ Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BBBI vs. SCHJ - 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 1-5 Year Corporate Bond ETF (SCHJ). 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.


BBBISCHJDifference
Sharpe ratioReturn per unit of total volatility

-1.06

Sortino ratioReturn per unit of downside risk

-1.63

Omega ratioGain probability vs. loss probability

1.14

1.35

-0.22

Calmar ratioReturn relative to maximum drawdown

1.09

2.44

-1.34

Martin ratioReturn relative to average drawdown

3.20

9.17

-5.97

BBBI vs. SCHJ - Sharpe Ratio Comparison

The current BBBI Sharpe Ratio is 0.79, which is lower than the SCHJ Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of BBBI and SCHJ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BBBI vs. SCHJ - Drawdown Comparison

The maximum BBBI drawdown since its inception was -4.11%, smaller than the maximum SCHJ drawdown of -13.62%. Use the drawdown chart below to compare losses from any high point for BBBI and SCHJ.


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Drawdown Indicators


BBBISCHJDifference

Max Drawdown

Largest peak-to-trough decline

-4.11%

-13.62%

+9.51%

Max Drawdown (1Y)

Largest decline over 1 year

-2.94%

-1.47%

-1.47%

Max Drawdown (3Y)

Largest decline over 3 years

-1.47%

Max Drawdown (5Y)

Largest decline over 5 years

-9.43%

Current Drawdown

Current decline from peak

-2.00%

-0.33%

-1.67%

Average Drawdown

Average peak-to-trough decline

-0.99%

-1.85%

+0.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.00%

0.39%

+0.61%

Volatility

BBBI vs. SCHJ - Volatility Comparison

BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) has a higher volatility of 1.10% compared to Schwab 1-5 Year Corporate Bond ETF (SCHJ) at 0.53%. This indicates that BBBI's price experiences larger fluctuations and is considered to be riskier than SCHJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBBISCHJDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.10%

0.53%

+0.57%

Volatility (6M)

Calculated over the trailing 6-month period

3.21%

1.53%

+1.68%

Volatility (1Y)

Calculated over the trailing 1-year period

4.05%

1.93%

+2.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.96%

2.95%

+2.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.96%

4.10%

+0.86%

BBBI vs. SCHJ - Expense Ratio Comparison

BBBI has a 0.19% expense ratio, which is higher than SCHJ'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. SCHJ - Dividend Comparison

BBBI's dividend yield for the trailing twelve months is around 4.90%, more than SCHJ's 4.50% yield.


PositionTTM2025202420232022202120202019
BBBI
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
4.46%4.90%4.61%0.00%0.00%0.00%0.00%0.00%
SCHJ
Schwab 1-5 Year Corporate Bond ETF
4.09%4.42%4.00%2.98%1.64%0.94%2.54%0.42%

Frequently Asked Questions


BBBI and SCHJ have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BBBI has higher volatility (1.10%) compared to SCHJ (0.53%). In terms of maximum drawdown, BBBI dropped -4.11% vs SCHJ's -13.62%.

On 1-year performance, SCHJ leads with 2.99% vs 2.34% for BBBI. On fees, SCHJ is cheaper at 0.03% per year. On volatility, SCHJ has been the lower-risk option at 0.53%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, SCHJ has performed better with a 2.99% return vs 2.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCHJ is cheaper with a 0.03% expense ratio, compared with 0.19% for BBBI.

BBBI has the higher dividend yield at 4.46%, compared with 4.09% for SCHJ.

BBBI is categorized as Corporate Bonds, while SCHJ is Short-Term Bond. BBBI tracks Bloomberg U.S. Corporate BBB 5-10 Year Index, while SCHJ tracks Bloomberg US 1-5 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 SCHJ.

SCHJ currently has the higher Sharpe Ratio (1.86 vs 0.79), 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.

Portfolio Optimizer

Find the right allocation for BBBI and SCHJ

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