Compare · 2 funds side by side · dividends reinvested

BBCA and SCHD

BBCAJ.P. Morgan×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,123BBCA · best of the two

02 / 04

BBCA and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.3

JPMorgan BetaBuilders Canada ETFInternational · Region & country0.19%1.69%+12.9%+21.3%+26.5%+11.4%−8.4%14.4%$12.0B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BBCA 2018 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders Canada ETF · $12.0B$17,123

BBCA

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BBCAMeasureSCHD

+12.9%Year to dateJan 1 → Nov 3+32.8%

+21.3%1 yearTotal return+37.6%

+26.5%3 years · per year$10,000 became $20,222 · $17,784+21.2%

+11.4%5 years · per year$10,000 became $17,123 · $16,352+10.3%

0.19%Expense ratio$19 · $6 a year on $10k · lower is better0.06%

1.69%Trailing 12-mo yield$169 · $297 a year on $10k2.97%

−8.4%Worst dropSmaller is better−6.9%

14.4%VolatilityLower is calmer11.4%

BBCASCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SCHD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBCA vs SCHD: Top 5 Holdings

Today

BBCA

29.3%in top 5

SCHD

in top 521.4%

BBCAStockSCHD

9.1%RY.TOnot top 5

6.6%TD.TOnot top 5

6.0%SHOP.TOnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

3.9%BMO.TOnot top 5

3.7%BNS.TOnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

BBCA vs SCHD Returns, Every Period

J.P. MorganBBCA

+11.4%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

BBCASCHDFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

International vs Income: BBCA vs SCHD

YTD

J.P. MorganBBCA

+12.9%

SCHDSchwab

+32.8%

+12.9%Year to date+32.8%

−8.4%Worst drop · 1Y−6.9%

14.4%Volatility · 1Y11.4%

1.7%Yield3.0%

$12.0BAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBCA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BBCA0.19%$19

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BBCA, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

BBCA1.69%$169

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

BBCA$169 − $19 = $150

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BBCA, SCHD

Today

0.0%most shared, BBCA and SCHD

BBCASCHD

BBCA—0.0%

SCHD0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

BBCAWorst drop−8.4%14.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDBBCA

+32.8%Year to date+12.9%

3.0%Yield1.7%

+37.6%Past year+21.3%

0.06%Fee0.19%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026