BBHY vs SCHD
BBHY vs SCHD
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. BBHY offers more diversification with 1201 holdings.
Side-by-Side Comparison
| Metric | BBHY | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.06% | |
| AUM | $620M | $103.7B | |
| Dividend Yield | 7.41% | 3.31% | |
| Holdings | 1,563 | 104 | |
| YTD Return | +0.02% | +23.31% | |
| 1Y Return | +3.21% | +30.42% | |
| 3Y Return (annualized) | +7.56% | +14.66% | |
| 5Y Return (annualized) | +3.54% | +9.59% | |
| Volatility (annualized) | 7.7% | 13.6% | |
| Max Drawdown | -25.3% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Sep 15, 2016 | Oct 20, 2011 |
BBHY vs SCHD Performance
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) is a ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BBHY returned +3.21% while SCHD returned +30.42%. Year to date, BBHY is up 0.02% versus a gain of 23.31% for SCHD.
Over three years, BBHY compounded at +7.56% per year against +14.66% for SCHD; over five years the annualized figures are +3.54% and +9.59% respectively. Across the full 10-year window we track, SCHD has the edge at +11.34% annualized vs +2.35%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 7.7% for BBHY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.3% for BBHY and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBHY charges 0.07% per year while SCHD charges 0.06%. On a $10,000 position that is $7 vs $6 annually, a gap of $1 per year that compounds over a long holding period. On income, BBHY currently yields 7.41% against 3.31% for SCHD.
Holdings Overlap
BBHY and SCHD share 0 holdings out of 1301 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBHY or SCHD?
BBHY has an expense ratio of 0.07% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, BBHY or SCHD?
Over the past year BBHY returned +3.21% vs +30.42% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (10 years), BBHY annualized +2.35% vs +11.34% for SCHD. Past performance does not guarantee future results.
Which is riskier, BBHY or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 7.7% for BBHY. Worst drawdown: BBHY -25.3% vs SCHD -33.4%.
Should I hold both BBHY and SCHD?
BBHY and SCHD have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBHY and SCHD?
BBHY and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1301 unique securities.
Which pays a higher dividend, BBHY or SCHD?
BBHY yields 7.41% while SCHD yields 3.31%, so BBHY currently pays the higher dividend yield.
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