ETF comparison
BBMC vs SCHD
US Mid Cap vs Dividend.
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
15 positions appear in both funds. Buying equal dollars of BBMC and SCHD would leave roughly 2.9% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHD is 1 bps cheaper than BBMC. On a $100,000 position that's about $10/yr more in fees for BBMC.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with BBMC vs SCHD.
Top shared holdings
15 shared in total| # | Holding | In BBMC | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Best Buy Co., Inc. | 0.36% | 0.38% | 0.36% |
| 2 | Fidelity National Financial, Inc. | 0.28% | 0.30% | 0.28% |
| 3 | HF Sinclair Corp. | 0.29% | 0.28% | 0.28% |
| 4 | APA Corp. | 0.27% | 0.33% | 0.27% |
| 5 | American Financial Group, Inc. | 0.22% | 0.23% | 0.22% |
| 6 | Old Republic International Corp. | 0.21% | 0.21% | 0.21% |
| 7 | Skyworks Solutions, Inc. | 0.20% | 0.29% | 0.20% |
| 8 | Columbia Banking System, Inc. | 0.19% | 0.22% | 0.19% |
| 9 | Booz Allen Hamilton Holding Corp. | 0.18% | 0.24% | 0.18% |
| 10 | Autoliv, Inc. | 0.17% | 0.22% | 0.17% |
| 11 | Erie Indemnity Co. | 0.13% | 0.14% | 0.13% |
| 12 | Murphy Oil Corp. | 0.11% | 0.12% | 0.11% |
Only in BBMC
447 total- Natera, Inc. 0.79%
- Revolution Medicines, Inc. 0.75%
- Casey's General Stores, Inc. 0.70%
- Tapestry, Inc. 0.66%
- Qnity Electronics, Inc. 0.59%
- TechnipFMC plc 0.58%
- Williams-Sonoma, Inc. 0.58%
- Curtiss-Wright Corp. 0.58%
- Carpenter Technology Corp. 0.55%
- ATI, Inc. 0.54%
Only in SCHD
84 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
Related comparisons
More comparisons with BBMC
- BBMC vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 1.8%
- BBMC vs VOO · Vanguard S&P 500 ETF 1.6%
- BBMC vs SPYM · State Street SPDR Portfolio S&P 500 ETF 1.5%
- BBMC vs IVV · iShares Core S&P 500 ETF 1.5%
- BBMC vs SPY · State Street SPDR S&P 500 ETF Trust 1.4%
- BBMC vs VO · Vanguard Morningstar Mid-Cap ETF 1.1%
More comparisons with SCHD
- SCHD vs VB · Vanguard Morningstar Small-Cap ETF 2.8%
- SCHD vs SPHB · Invesco S&P 500 High Beta ETF 2.8%
- SCHD vs SPMO · Invesco S&P 500 Momentum ETF 2.8%
- SCHD vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 2.6%
- SCHD vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 2.5%
- SCHD vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 2.3%
Percentages are holdings overlap with the named fund.
Open BBMC or SCHD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.