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ETF comparison

BBSC vs SCHA

Both US Small Cap.

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · Schwab U.S. Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
50.5 %

810 positions appear in both funds. Buying equal dollars of BBSC and SCHA would leave roughly 50.5% of each dollar exposed to the same underlying securities.

BBSC unmatched 48.3% Shared 50.5% SCHA unmatched 49.3%

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.

In BBSC only
42 positions
Shared
810 positions
In SCHA only
895 positions

Side by side

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity ETF

JPMorgan · US Small Cap

82 composite / 100
Expense ratio
0.090%
Net assets
$706.9M
TTM yield
1.07%
Top-10 conc.
3.9%
SCHA

Schwab U.S. Small-Cap ETF

Schwab · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$21.68B
TTM yield
1.13%
Top-10 conc.
10.5%

Sub-score comparison

91
Cost
97
88
Tax efficiency
88
50
Liquidity
100
100
Concentration
99
—
Tracking quality
—
BBSC sub-score SCHA

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHA is 6 bps cheaper than BBSC. On a $100,000 position that's about $60/yr more in fees for BBSC.

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 BBSC vs SCHA.

Top shared holdings

810 shared in total
# Holding In BBSC In SCHA Overlap
1 Semtech Corp. 0.43% 0.30% 0.30%
2 DigitalOcean Holdings, Inc. 0.34% 0.26% 0.26%
3 Viasat, Inc. 0.33% 0.23% 0.23%
4 Arrowhead Pharmaceuticals, Inc. 0.41% 0.23% 0.23%
5 Moog, Inc. 0.43% 0.22% 0.22%
6 FormFactor, Inc. 0.32% 0.20% 0.20%
7 Terawulf, Inc. 0.29% 0.20% 0.20%
8 Argan, Inc. 0.29% 0.20% 0.20%
9 CareTrust REIT, Inc. 0.35% 0.19% 0.19%
10 Praxis Precision Medicines, Inc. 0.26% 0.19% 0.19%
11 Enphase Energy, Inc. 0.19% 0.19% 0.19%
12 Riot Platforms, Inc. 0.28% 0.18% 0.18%

Only in BBSC

42 total
  • JFrog Ltd. 0.32%
  • Floor & Decor Holdings, Inc. 0.24%
  • Elastic NV 0.22%
  • Figma, Inc. 0.22%
  • Fortune Brands Innovations, Inc. 0.21%
  • Duolingo, Inc. 0.20%
  • KBR, Inc. 0.18%
  • Trex Co., Inc. 0.17%
  • Bath & Body Works, Inc. 0.15%
  • Universal Display Corp. 0.15%

Only in SCHA

895 total
  • Sandisk Corp/DE 5.28%
  • Lumentum Holdings Inc 1.29%
  • Revolution Medicines Inc 0.65%
  • Sterling Infrastructure Inc 0.56%
  • ATI Inc 0.50%
  • MACOM Technology Solutions Holdings Inc 0.50%
  • Nextpower Inc 0.49%
  • MKS Inc 0.46%
  • Coeur Mining Inc 0.42%
  • TTM Technologies Inc 0.38%

Percentages are holdings overlap with the named fund.

Open BBSC or SCHA 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.