SCHK vs. BBUS
Compare and contrast key facts about Schwab 1000 Index ETF (SCHK) and JP Morgan Betabuilders U.S. Equity ETF (BBUS).
SCHK and BBUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHK is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Oct 11, 2017. 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. Both SCHK and BBUS 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: SCHK or BBUS.
Key characteristics
| SCHK | BBUS | |
|---|---|---|
| YTD Return | 27.45% | 26.95% |
| 1Y Return | 39.14% | 38.06% |
| 3Y Return (Ann) | 9.71% | 9.68% |
| 5Y Return (Ann) | 16.55% | 15.90% |
| Sharpe Ratio | 3.15 | 3.09 |
| Sortino Ratio | 4.17 | 4.09 |
| Omega Ratio | 1.59 | 1.58 |
| Calmar Ratio | 4.60 | 4.45 |
| Martin Ratio | 20.34 | 20.37 |
| Ulcer Index | 1.92% | 1.86% |
| Daily Std Dev | 12.44% | 12.29% |
| Max Drawdown | -34.80% | -35.35% |
| Current Drawdown | -0.34% | -0.26% |
Correlation
The correlation between SCHK and BBUS is 0.99, 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
SCHK vs. BBUS - Performance Comparison
The year-to-date returns for both stocks are quite close, with SCHK having a 27.45% return and BBUS slightly lower at 26.95%. 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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SCHK vs. BBUS - Expense Ratio Comparison
SCHK has a 0.05% expense ratio, which is higher than BBUS's 0.02% 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
SCHK vs. BBUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab 1000 Index ETF (SCHK) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). 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
SCHK vs. BBUS - Dividend Comparison
SCHK's dividend yield for the trailing twelve months is around 1.44%, more than BBUS's 1.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
SCHK Schwab 1000 Index ETF | 1.44% | 2.04% | 2.35% | 2.05% | 2.65% | 2.85% | 2.30% | 0.62% |
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.18% | 1.39% | 1.57% | 1.11% | 1.42% | 1.37% | 0.00% | 0.00% |
Drawdowns
SCHK vs. BBUS - Drawdown Comparison
The maximum SCHK drawdown since its inception was -34.80%, roughly equal to the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for SCHK and BBUS. For additional features, visit the drawdowns tool.
Volatility
SCHK vs. BBUS - Volatility Comparison
Schwab 1000 Index ETF (SCHK) and JP Morgan Betabuilders U.S. Equity ETF (BBUS) have volatilities of 3.96% and 3.89%, 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.