Compare · 2 funds side by side · dividends reinvested

BBUS and SCHB

BBUSJ.P. Morgan×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,329BBUS · best of the two

02 / 04

BBUS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Equity ETFUS Stock Styles · Large cap0.02%1.01%+11.0%+11.1%+23.9%+11.6%−9.2%12.9%$9.6B1.5

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: BBUS 2019 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Equity ETF · $9.6B$17,329

BBUS

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 88.6% in common

BBUSMeasureSCHB

+11.0%Year to dateJan 1 → Nov 3+11.6%

+11.1%1 yearTotal return+11.7%

+23.9%3 years · per year$10,000 became $19,039 · $18,993+23.8%

+11.6%5 years · per year$10,000 became $17,329 · $16,894+11.1%

0.02%Expense ratio$2 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $106 a year on $10k1.06%

−9.2%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.1%

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

4–4Level

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

More Ways to See the Pairs

BBUS vs SCHB: Top 5 Holdings

Today

BBUS

27.0%in top 5

SCHB

in top 524.2%

BBUSStockSCHB

7.7%AAPL6.8%

7.3%NVDA6.7%

5.9%MSFT5.2%

3.6%AMZN3.3%

2.5%GOOGL2.2%

Held in common88.6%

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

BBUS vs SCHB Returns, Every Period

J.P. MorganBBUS

+11.6%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

BBUSSCHBFaded: behind in that period

2–2Level

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

BBUS vs SCHB

YTD

J.P. MorganBBUS

+11.0%

SCHBSchwab

+11.6%

+11.0%Year to date+11.6%

−9.2%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.1%

1.0%Yield1.1%

$9.6BAssets$44.0B

3–1SCHB wins

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

Cost, Income and Risk

Fees: BBUS, SCHB

Today

0.02%lowest, BBUS

FundExpense ratioFee$10k

BBUS0.02%$2

SCHB0.03%$3

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

Yields: BBUS, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

BBUS1.01%$101

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

BBUS$101 − $2 = $99

KeptFee

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

Overlap: BBUS, SCHB

Today

88.6%most shared, BBUS and SCHB

BBUSSCHB

BBUS—88.6%

SCHB88.6%—

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

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

BBUSWorst drop−9.2%12.9% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

SCHBBBUS

+11.6%Year to date+11.0%

1.1%Yield1.0%

+11.7%Past year+11.1%

0.03%Fee0.02%

3–1SCHB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

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