SCHZ vs. BBAG
Compare and contrast key facts about Schwab U.S. Aggregate Bond ETF (SCHZ) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG).
SCHZ and BBAG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHZ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate Bond Index. It was launched on Jul 14, 2011. BBAG is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg US Aggregate Bond Index. It was launched on Dec 12, 2018. Both SCHZ and BBAG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SCHZ vs. BBAG - Performance Comparison
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SCHZ vs. BBAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SCHZ Schwab U.S. Aggregate Bond ETF | 0.13% | 7.24% | 1.26% | 5.60% | -13.17% | -1.72% | 7.46% | 8.65% | 0.78% |
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.10% | 7.27% | 1.26% | 5.41% | -13.26% | -1.79% | 7.31% | 8.31% | 1.00% |
Returns By Period
In the year-to-date period, SCHZ achieves a 0.13% return, which is significantly higher than BBAG's 0.10% return.
SCHZ
- 1D
- 0.08%
- 1M
- -1.32%
- YTD
- 0.13%
- 6M
- 0.79%
- 1Y
- 4.07%
- 3Y*
- 3.59%
- 5Y*
- 0.21%
- 10Y*
- 1.62%
BBAG
- 1D
- -0.01%
- 1M
- -1.36%
- YTD
- 0.10%
- 6M
- 0.81%
- 1Y
- 4.21%
- 3Y*
- 3.61%
- 5Y*
- 0.14%
- 10Y*
- —
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SCHZ vs. BBAG - Expense Ratio Comparison
Both SCHZ and BBAG have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
SCHZ vs. BBAG — Risk / Return Rank
SCHZ
BBAG
SCHZ vs. BBAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Aggregate Bond ETF (SCHZ) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG). 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.
| SCHZ | BBAG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.95 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.33 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.73 | +0.06 |
Martin ratioReturn relative to average drawdown | 5.11 | 4.65 | +0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCHZ | BBAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.95 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.02 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.32 | +0.12 |
Correlation
The correlation between SCHZ and BBAG is 0.93, 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.
Dividends
SCHZ vs. BBAG - Dividend Comparison
SCHZ's dividend yield for the trailing twelve months is around 4.10%, less than BBAG's 4.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ Schwab U.S. Aggregate Bond ETF | 4.10% | 4.05% | 3.96% | 3.28% | 2.63% | 2.16% | 2.43% | 2.79% | 2.56% | 2.40% | 2.24% | 2.11% |
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.28% | 4.29% | 4.25% | 3.60% | 2.23% | 1.44% | 2.26% | 2.92% | 0.16% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCHZ vs. BBAG - Drawdown Comparison
The maximum SCHZ drawdown since its inception was -18.74%, roughly equal to the maximum BBAG drawdown of -18.73%. Use the drawdown chart below to compare losses from any high point for SCHZ and BBAG.
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Drawdown Indicators
| SCHZ | BBAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.74% | -18.73% | -0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -2.51% | -2.61% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -18.01% | -18.06% | +0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -18.74% | — | — |
Current DrawdownCurrent decline from peak | -2.63% | -2.91% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -6.30% | +2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 0.97% | -0.09% |
Volatility
SCHZ vs. BBAG - Volatility Comparison
The current volatility for Schwab U.S. Aggregate Bond ETF (SCHZ) is 1.66%, while JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) has a volatility of 1.83%. This indicates that SCHZ experiences smaller price fluctuations and is considered to be less risky than BBAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHZ | BBAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 1.83% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.50% | 2.71% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.29% | 4.47% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.06% | 5.90% | +0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.40% | 5.84% | -0.44% |