JBBB vs SCHD
JBBB vs SCHD
Janus Henderson B-BBB CLO ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | JBBB | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.06% | |
| AUM | $1.2B | $103.7B | |
| Dividend Yield | 8.11% | 3.31% | |
| Holdings | 217 | 104 | |
| YTD Return | -0.61% | +23.02% | |
| 1Y Return | +0.37% | +30.75% | |
| 3Y Return (annualized) | +7.47% | +14.89% | |
| 5Y Return (annualized) | - | +9.38% | |
| Volatility (annualized) | 6.0% | 13.6% | |
| Max Drawdown | -10.6% | -33.4% | |
| Fund Family | Janus Henderson Investors | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Jan 11, 2022 | Oct 20, 2011 |
JBBB vs SCHD Performance
Janus Henderson B-BBB CLO ETF (JBBB) is a ETF from Janus Henderson Investors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year JBBB returned +0.37% while SCHD returned +30.75%. Year to date, JBBB is down 0.61% versus a gain of 23.02% for SCHD.
Over three years, JBBB compounded at +7.47% per year against +14.89% for SCHD. Across the full 5-year window we track, SCHD has the edge at +11.33% annualized vs +5.81%. 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 6.0% for JBBB. 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 -10.6% for JBBB 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JBBB charges 0.47% per year while SCHD charges 0.06%. On a $10,000 position that is $47 vs $6 annually, a gap of $41 per year that compounds over a long holding period. On income, JBBB currently yields 8.11% against 3.31% for SCHD.
Holdings Overlap
JBBB and SCHD share 0 holdings out of 106 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, JBBB or SCHD?
JBBB has an expense ratio of 0.47% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, JBBB or SCHD?
Over the past year JBBB returned +0.37% vs +30.75% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), JBBB annualized +5.81% vs +11.33% for SCHD. Past performance does not guarantee future results.
Which is riskier, JBBB or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 6.0% for JBBB. Worst drawdown: JBBB -10.6% vs SCHD -33.4%.
Should I hold both JBBB and SCHD?
JBBB and SCHD have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JBBB and SCHD?
JBBB and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.
Which pays a higher dividend, JBBB or SCHD?
JBBB yields 8.11% while SCHD yields 3.31%, so JBBB currently pays the higher dividend yield.
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