Compare · 2 funds side by side · dividends reinvested

BBIB and SCHD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

BBIB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETFBonds & Cash · Treasuries0.04%4.03%−0.4%+0.3%+4.4%[…]−4.6%3.6%$76M1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: BBIB 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · $76M[…]

BBIB

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

BBIBMeasureSCHD

−0.4%Year to dateJan 1 → Nov 6+31.4%

+0.3%1 yearTotal return+37.0%

+4.4%3 years · per year$10,000 became $11,381 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

4.03%Trailing 12-mo yield$403 · $300 a year on $10k3.00%

−4.6%Worst dropSmaller is better−6.9%

3.6%VolatilityLower is calmer11.7%

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

4–3BBIB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBIB vs SCHD: Top 5 Holdings

Today

BBIB

[…]in top 5

SCHD

in top 521.4%

BBIBStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BBIB vs SCHD Returns, Every Period

J.P. MorganBBIB

+0.3%

past year

SCHDSchwab

+37.0%

past year

BBIBSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: BBIB vs SCHD

YTD

J.P. MorganBBIB

−0.4%

SCHDSchwab

+31.4%

−0.4%Year to date+31.4%

−4.6%Worst drop · 1Y−6.9%

3.6%Volatility · 1Y11.7%

4.0%Yield3.0%

$76.4MAssets$120B

3–1BBIB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBIB, SCHD

Today

0.04%lowest, BBIB

FundExpense ratioFee$10k

BBIB0.04%$4

SCHD0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BBIB, SCHD

4.03%highest, BBIB

FundTrailing yieldYield$10k

BBIB4.03%$403

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$399most kept, BBIB

BBIB$403 − $4 = $399

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BBIB, SCHD

Today

[…]holdings […]

BBIBSCHD

BBIB—[…]

SCHD[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

BBIBWorst drop−4.6%3.6% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BBIBSCHD

−0.4%Year to date+31.4%

4.0%Yield3.0%

+0.3%Past year+37.0%

0.04%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026