Compare · 2 funds side by side · dividends reinvested

BBSB and SCHD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

BBSB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETFBonds & Cash · Treasuries0.04%3.79%+1.7%+2.4%+4.3%[…]−0.9%1.3%$55M1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: BBSB 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF · $55M[…]

BBSB

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

BBSBMeasureSCHD

+1.7%Year to dateJan 1 → Nov 5+32.3%

+2.4%1 yearTotal return+38.7%

+4.3%3 years · per year$10,000 became $11,356 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

3.79%Trailing 12-mo yield$379 · $298 a year on $10k2.98%

−0.9%Worst dropSmaller is better−6.9%

1.3%VolatilityLower is calmer11.7%

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

4–3BBSB wins

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

More Ways to See the Pairs

BBSB vs SCHD: Top 5 Holdings

Today

BBSB

[…]in top 5

SCHD

in top 521.7%

BBSBStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BBSB vs SCHD Returns, Every Period

J.P. MorganBBSB

+2.4%

past year

SCHDSchwab

+38.7%

past year

BBSBSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: BBSB vs SCHD

YTD

J.P. MorganBBSB

+1.7%

SCHDSchwab

+32.3%

+1.7%Year to date+32.3%

−0.9%Worst drop · 1Y−6.9%

1.3%Volatility · 1Y11.7%

3.8%Yield3.0%

$54.8MAssets$123B

3–1BBSB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBSB, SCHD

Today

0.04%lowest, BBSB

FundExpense ratioFee$10k

BBSB0.04%$4

SCHD0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BBSB, SCHD

3.79%highest, BBSB

FundTrailing yieldYield$10k

BBSB3.79%$379

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$375most kept, BBSB

BBSB$379 − $4 = $375

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BBSB, SCHD

Today

[…]holdings […]

BBSBSCHD

BBSB—[…]

SCHD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

BBSBWorst drop−0.9%1.3% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BBSBSCHD

+1.7%Year to date+32.3%

3.8%Yield3.0%

+2.4%Past year+38.7%

0.04%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026