BBSC vs SCHD

ABBSC

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,513VIG · SCHD $16,418

Lowest cost0.04%VIG · $4 on $10k

Most income2.92%SCHD · $292 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.7%BBSC and SCHD

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $740MSchwab U.S. Dividend Equity ETF · $124B

+20.2%3 years · per year$17,386 · $17,374+20.2%

+5.2%5 years · per year$12,900 · $16,418+10.4%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

1.06%12-mo yield$106 · $292 on $10k

Cards for this view

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity

$12,900

SCHD

Schwab U.S. Dividend Equity

$16,418

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
3	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk	0.09%	1.06%	0.0%	+16.3%	+17.1%	+20.2%	+5.2%	−10.6%	$740M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
3	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk	0.09%	1.06%	0.0%	+16.3%	+17.1%	+20.2%	+5.2%	−10.6%	$740M

Loading…