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ETF comparison

BBUS vs SCHD

US Total Market vs Dividend.

JPMorgan BetaBuilders U.S. Equity ETF · Schwab U.S. Dividend Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
7.9 %

44 positions appear in both funds. Buying equal dollars of BBUS and SCHD would leave roughly 7.9% of each dollar exposed to the same underlying securities.

BBUS unmatched 91.5% Shared 7.9% SCHD unmatched 91.9%

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 BBUS only
424 positions
Shared
44 positions
In SCHD only
55 positions

Side by side

BBUS

JPMorgan BetaBuilders U.S. Equity ETF

JPMorgan · US Total Market

91 composite / 100
Expense ratio
0.020%
Net assets
$9.31B
TTM yield
1.00%
Top-10 conc.
37.3%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

85 composite / 100
Expense ratio
0.060%
Net assets
$107.89B
TTM yield
2.99%
Top-10 conc.
43.6%

Sub-score comparison

98
Cost
94
89
Tax efficiency
75
99
Liquidity
100
61
Concentration
52
—
Tracking quality
—
BBUS sub-score SCHD

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

Cost difference

BBUS is 4 bps cheaper than SCHD. On a $100,000 position that's about $40/yr more in fees for SCHD.

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 BBUS vs SCHD.

Top shared holdings

44 shared in total
# Holding In BBUS In SCHD Overlap
1 UnitedHealth Group, Inc. 0.58% 5.09% 0.58%
2 Chevron Corp. 0.56% 3.83% 0.56%
3 Coca-Cola Co. (The) 0.53% 3.96% 0.53%
4 Procter & Gamble Co. (The) 0.52% 3.55% 0.52%
5 Home Depot, Inc. (The) 0.51% 3.36% 0.51%
6 Merck & Co., Inc. 0.49% 3.86% 0.49%
7 Texas Instruments, Inc. 0.39% 5.90% 0.39%
8 Amgen, Inc. 0.32% 3.47% 0.32%
9 Verizon Communications, Inc. 0.31% 3.65% 0.31%
10 PepsiCo, Inc. 0.30% 3.44% 0.30%
11 Abbott Laboratories 0.29% 2.96% 0.29%
12 QUALCOMM, Inc. 0.24% 6.74% 0.24%

Only in BBUS

424 total
  • NVIDIA Corp. 7.30%
  • Apple, Inc. 7.03%
  • Microsoft Corp. 5.36%
  • Amazon.com, Inc. 4.14%
  • Alphabet, Inc. 3.23%
  • Broadcom, Inc. 2.81%
  • Alphabet, Inc. 2.61%
  • Meta Platforms, Inc. 1.89%
  • Berkshire Hathaway, Inc. 1.47%
  • JPMorgan Chase & Co. 1.47%

Only in SCHD

55 total
  • Best Buy Co Inc 0.38%
  • APA Corp 0.33%
  • Fidelity National Financial Inc 0.30%
  • Skyworks Solutions Inc 0.29%
  • HF Sinclair Corp 0.28%
  • Booz Allen Hamilton Holding Corp 0.24%
  • American Financial Group Inc/OH 0.23%
  • Columbia Banking System Inc 0.22%
  • Autoliv Inc 0.22%
  • Old Republic International Corp 0.21%

Percentages are holdings overlap with the named fund.

Open BBUS 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.