BBEU vs. SCHD
Compare and contrast key facts about JPMorgan BetaBuilders Europe ETF (BBEU) and Schwab US Dividend Equity ETF (SCHD).
BBEU and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBEU is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar Developed Europe Target Market Exposure Index. It was launched on Jun 15, 2018. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both BBEU and SCHD 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: BBEU or SCHD.
Correlation
The correlation between BBEU and SCHD is 0.70, 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
BBEU vs. SCHD - Performance Comparison
Key characteristics
BBEU:
0.70
SCHD:
1.38
BBEU:
1.03
SCHD:
2.01
BBEU:
1.12
SCHD:
1.24
BBEU:
0.81
SCHD:
1.98
BBEU:
1.94
SCHD:
5.61
BBEU:
4.58%
SCHD:
2.81%
BBEU:
12.69%
SCHD:
11.38%
BBEU:
-36.26%
SCHD:
-33.37%
BBEU:
-8.13%
SCHD:
-4.33%
Returns By Period
In the year-to-date period, BBEU achieves a 2.87% return, which is significantly higher than SCHD's 2.45% return.
BBEU
2.87%
2.79%
-2.10%
7.79%
5.67%
N/A
SCHD
2.45%
3.36%
5.43%
15.05%
11.13%
11.33%
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BBEU vs. SCHD - Expense Ratio Comparison
BBEU has a 0.09% expense ratio, which is higher than SCHD's 0.06% 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%.
Risk-Adjusted Performance
BBEU vs. SCHD — Risk-Adjusted Performance Rank
BBEU
SCHD
BBEU vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders Europe ETF (BBEU) and Schwab US Dividend Equity ETF (SCHD). 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
BBEU vs. SCHD - Dividend Comparison
BBEU's dividend yield for the trailing twelve months is around 4.04%, more than SCHD's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBEU JPMorgan BetaBuilders Europe ETF | 4.04% | 4.16% | 2.94% | 4.72% | 2.63% | 2.29% | 3.24% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.55% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
BBEU vs. SCHD - Drawdown Comparison
The maximum BBEU drawdown since its inception was -36.26%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BBEU and SCHD. For additional features, visit the drawdowns tool.
Volatility
BBEU vs. SCHD - Volatility Comparison
The current volatility for JPMorgan BetaBuilders Europe ETF (BBEU) is 3.76%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.15%. This indicates that BBEU experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.