BBUS vs. SCHD
Compare and contrast key facts about JP Morgan Betabuilders U.S. Equity ETF (BBUS) and Schwab US Dividend Equity ETF (SCHD).
BBUS and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBUS is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019. 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 BBUS 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: BBUS or SCHD.
Key characteristics
| BBUS | SCHD | |
|---|---|---|
| YTD Return | 26.91% | 17.47% |
| 1Y Return | 35.30% | 27.61% |
| 3Y Return (Ann) | 9.66% | 6.96% |
| 5Y Return (Ann) | 15.73% | 12.74% |
| Sharpe Ratio | 3.09 | 2.70 |
| Sortino Ratio | 4.09 | 3.89 |
| Omega Ratio | 1.58 | 1.48 |
| Calmar Ratio | 4.45 | 3.71 |
| Martin Ratio | 20.41 | 14.94 |
| Ulcer Index | 1.86% | 2.04% |
| Daily Std Dev | 12.29% | 11.25% |
| Max Drawdown | -35.35% | -33.37% |
| Current Drawdown | -0.29% | -0.51% |
Correlation
The correlation between BBUS and SCHD is 0.79, 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
BBUS vs. SCHD - Performance Comparison
In the year-to-date period, BBUS achieves a 26.91% return, which is significantly higher than SCHD's 17.47% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BBUS vs. SCHD - Expense Ratio Comparison
BBUS has a 0.02% expense ratio, which is lower than SCHD's 0.06% 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
BBUS vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JP Morgan Betabuilders U.S. Equity ETF (BBUS) 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
BBUS vs. SCHD - Dividend Comparison
BBUS's dividend yield for the trailing twelve months is around 1.18%, less than SCHD's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.18% | 1.39% | 1.57% | 1.11% | 1.42% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.37% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
BBUS vs. SCHD - Drawdown Comparison
The maximum BBUS drawdown since its inception was -35.35%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BBUS and SCHD. For additional features, visit the drawdowns tool.
Volatility
BBUS vs. SCHD - Volatility Comparison
JP Morgan Betabuilders U.S. Equity ETF (BBUS) has a higher volatility of 3.78% compared to Schwab US Dividend Equity ETF (SCHD) at 3.49%. This indicates that BBUS's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.