ETF comparison
BBSC vs SCHD
US Small Cap vs Dividend.
JPMorgan BetaBuilders U.S. Small Cap Equity ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
28 positions appear in both funds. Buying equal dollars of BBSC and SCHD would leave roughly 1.7% 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 3 bps cheaper than BBSC. On a $100,000 position that's about $30/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 SCHD.
Top shared holdings
28 shared in total| # | Holding | In BBSC | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Macy's, Inc. | 0.23% | 0.15% | 0.15% |
| 2 | Bank OZK | 0.20% | 0.13% | 0.13% |
| 3 | Moelis & Co. | 0.19% | 0.13% | 0.13% |
| 4 | Vail Resorts, Inc. | 0.21% | 0.12% | 0.12% |
| 5 | Federated Hermes, Inc. | 0.18% | 0.10% | 0.10% |
| 6 | Korn Ferry | 0.15% | 0.09% | 0.09% |
| 7 | Robert Half, Inc. | 0.15% | 0.07% | 0.07% |
| 8 | Artisan Partners Asset Management, Inc. | 0.11% | 0.07% | 0.07% |
| 9 | CVB Financial Corp. | 0.14% | 0.07% | 0.07% |
| 10 | Western Union Co. (The) | 0.08% | 0.07% | 0.07% |
| 11 | Marzetti Co. (The) | 0.09% | 0.06% | 0.06% |
| 12 | Banner Corp. | 0.09% | 0.06% | 0.06% |
Only in BBSC
824 total- Corcept Therapeutics, Inc. 0.44%
- Moog, Inc. 0.43%
- Semtech Corp. 0.43%
- American Healthcare REIT, Inc. 0.41%
- Arrowhead Pharmaceuticals, Inc. 0.41%
- Brinker International, Inc. 0.36%
- CareTrust REIT, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- DigitalOcean Holdings, Inc. 0.34%
- Krystal Biotech, Inc. 0.34%
Only in SCHD
71 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 BBSC
- BBSC vs IWD · iShares Russell 1000 Value ETF 1.1%
- BBSC vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 1.0%
- BBSC vs DGRO · iShares Core Dividend Growth ETF 0.7%
- BBSC vs IWF · iShares Russell 1000 Growth ETF 0.4%
- BBSC vs VUG · Vanguard Morningstar Growth ETF 0.0%
- BBSC vs VO · Vanguard Morningstar Mid-Cap ETF 0.0%
More comparisons with SCHD
- SCHD vs FNDA · Schwab Fundamental U.S. Small Company ETF 1.6%
- SCHD vs CALF · Pacer US Small Cap Cash Cows 100 ETF 1.6%
- SCHD vs IJK · iShares S&P Mid-Cap 400 Growth ETF 1.6%
- SCHD vs FBCG · Fidelity Blue Chip Growth ETF 1.5%
- SCHD vs IWM · iShares Russell 2000 ETF 1.4%
- SCHD vs VTWO · Vanguard Russell 2000 Index Fund ETF Shares 1.3%
Percentages are holdings overlap with the named fund.
Open BBSC 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.