SCHI vs. BBSA ETF Comparison
Comparison of Schwab 5-10 Year Corporate Bond ETF (SCHI) to JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA)
SCHI
Schwab 5-10 Year Corporate Bond ETF
SCHI Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 5-10 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to five years and less than ten years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.
Grade (RS Rating)
Last Trade
$46.26
Average Daily Volume
533,463
471
BBSA
JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Bloomberg Barclays Short-Term U.S. Aggregate Bond Index. The index measures the performance of U.S. dollar denominated investment grade taxable bonds with remaining effective maturities between one and five years. The fund will invest at least 80% of its assets (net assets, plus the amount of borrowing for investment purposes) in securities included in the underlying index.Grade (RS Rating)
Last Trade
$48.82
Average Daily Volume
1,152
223
Performance
Period | SCHI | BBSA |
---|---|---|
30 Days | 1.56% | 1.00% |
60 Days | 4.20% | 2.54% |
90 Days | 5.81% | 3.69% |
12 Months | 14.88% | 8.42% |
191 Overlapping Holdings
Symbol | Grade | Weight in SCHI | Weight in BBSA | Overlap | |
---|---|---|---|---|---|
AAPL | C | 0.06% | 0.01% | 0.01% | |
ABBV | B | 0.09% | 0.01% | 0.01% | |
ADBE | F | 0.05% | 0.02% | 0.02% | |
AEP | C | 0.01% | 0.01% | 0.01% | |
AER | C | 0.05% | 0.39% | 0.05% | |
AFL | A | 0.02% | 0.01% | 0.01% | |
AGR | C | 0.02% | 0.02% | 0.02% | |
AIG | D | 0.02% | 0.05% | 0.02% | |
AL | C | 0.01% | 0.01% | 0.01% | |
ALL | C | 0.02% | 0.07% | 0.02% | |
AMGN | D | 0.06% | 0.02% | 0.02% | |
AMT | C | 0.02% | 0.03% | 0.02% | |
AMZN | C | 0.06% | 0.09% | 0.06% | |
AON | B | 0.03% | 0.07% | 0.03% | |
APD | B | 0.02% | 0.1% | 0.02% | |
APTV | D | 0.02% | 0.05% | 0.02% | |
AVB | C | 0.01% | 0.01% | 0.01% | |
AVGO | C | 0.03% | 0.03% | 0.03% | |
AWK | C | 0.01% | 0.01% | 0.01% | |
AXP | B | 0.11% | 0.07% | 0.07% | |
AZN | D | 0.03% | 0.01% | 0.01% | |
BA | F | 0.02% | 0.01% | 0.01% | |
BAC | D | 0.03% | 0.1% | 0.03% | |
BEN | F | 0.03% | 0.03% | 0.03% | |
BG | F | 0.03% | 0.04% | 0.03% | |
BK | B | 0.02% | 0.02% | 0.02% | |
BMO | C | 0.07% | 0.01% | 0.01% | |
BMY | C | 0.04% | 0.02% | 0.02% | |
BNS | B | 0.04% | 0.03% | 0.03% | |
BRX | C | 0.03% | 0.02% | 0.02% | |
BXP | C | 0.03% | 0.03% | 0.03% | |
C | C | 0.03% | 0.02% | 0.02% | |
CARR | B | 0.02% | 0.02% | 0.02% | |
CAT | B | 0.03% | 0.01% | 0.01% | |
CCI | C | 0.02% | 0.07% | 0.02% | |
CHTR | D | 0.06% | 0.03% | 0.03% | |
CI | C | 0.03% | 0.01% | 0.01% | |
CMA | C | 0.03% | 0.04% | 0.03% | |
CMCSA | C | 0.04% | 0.01% | 0.01% | |
CME | B | 0.03% | 0.01% | 0.01% | |
CMI | B | 0.05% | 0.23% | 0.05% | |
COF | B | 0.05% | 0.14% | 0.05% | |
COP | F | 0.02% | 0.01% | 0.01% | |
CPB | C | 0.02% | 0.02% | 0.02% | |
CSX | C | 0.03% | 0.05% | 0.03% | |
CVS | D | 0.03% | 0.01% | 0.01% | |
CVX | F | 0.03% | 0.01% | 0.01% | |
D | C | 0.01% | 0.06% | 0.01% | |
DB | B | 0.06% | 0.07% | 0.06% | |
DD | B | 0.13% | 0.05% | 0.05% | |
DE | A | 0.01% | 0.01% | 0.01% | |
DELL | C | 0.02% | 0.04% | 0.02% | |
DFS | C | 0.02% | 0.06% | 0.02% | |
DHI | C | 0.03% | 0.05% | 0.03% | |
DHR | B | 0.05% | 0.05% | 0.05% | |
DIS | D | 0.02% | 0.03% | 0.02% | |
DTE | A | 0.02% | 0.01% | 0.01% | |
DUK | B | 0.01% | 0.05% | 0.01% | |
EBAY | B | 0.03% | 0.13% | 0.03% | |
EL | D | 0.03% | 0.04% | 0.03% | |
EOG | D | 0.04% | 0.06% | 0.04% | |
EPD | C | 0.02% | 0.12% | 0.02% | |
EQIX | B | 0.01% | 0.3% | 0.01% | |
ES | B | 0.01% | 0.01% | 0.01% | |
ESS | C | 0.02% | 0.01% | 0.01% | |
ETN | C | 0.04% | 0.04% | 0.04% | |
ETR | A | 0.01% | 0.01% | 0.01% | |
EXC | B | 0.01% | 0.01% | 0.01% | |
FDX | D | 0.02% | 0.04% | 0.02% | |
FHN | D | 0.04% | 0.06% | 0.04% | |
FIS | C | 0.03% | 0.02% | 0.02% | |
FITB | B | 0.05% | 0.03% | 0.03% | |
FOXA | B | 0.03% | 0.04% | 0.03% | |
FRT | C | 0.02% | 0.06% | 0.02% | |
GD | C | 0.03% | 0.02% | 0.02% | |
GE | C | 0.06% | 0.04% | 0.04% | |
GILD | B | 0.04% | 0.02% | 0.02% | |
GM | C | 0.01% | 0.13% | 0.01% | |
GOOGL | D | 0.06% | 0.02% | 0.02% | |
GP | D | 0.05% | 0.07% | 0.05% | |
GPN | D | 0.05% | 0.04% | 0.04% | |
GS | B | 0.05% | 0.01% | 0.01% | |
GSK | D | 0.05% | 0.01% | 0.01% | |
HAS | B | 0.03% | 0.01% | 0.01% | |
HBAN | B | 0.03% | 0.02% | 0.02% | |
HCA | B | 0.06% | 0.03% | 0.03% | |
HD | B | 0.03% | 0.01% | 0.01% | |
HON | C | 0.02% | 0.01% | 0.01% | |
HPQ | C | 0.02% | 0.1% | 0.02% | |
HSBC | B | 0.06% | 0.08% | 0.06% | |
HSY | D | 0.02% | 0.04% | 0.02% | |
HUM | F | 0.02% | 0.04% | 0.02% | |
IBM | B | 0.02% | 0.2% | 0.02% | |
ICE | C | 0.03% | 0.03% | 0.03% | |
INTC | D | 0.06% | 0.01% | 0.01% | |
JNJ | C | 0.04% | 0.11% | 0.04% | |
JNPR | A | 0.03% | 0.04% | 0.03% | |
K | A | 0.03% | 0.02% | 0.02% | |
KDP | B | 0.02% | 0.01% | 0.01% | |
KMB | C | 0.01% | 0.04% | 0.01% | |
KMI | C | 0.02% | 0.05% | 0.02% | |
KMPR | D | 0.01% | 0.02% | 0.01% | |
KO | B | 0.01% | 0.04% | 0.01% | |
KR | B | 0.03% | 0.01% | 0.01% | |
LDOS | A | 0.09% | 0.01% | 0.01% | |
LII | C | 0.01% | 0.01% | 0.01% | |
LLY | D | 0.01% | 0.04% | 0.01% | |
LMT | A | 0.01% | 0.01% | 0.01% | |
LOW | B | 0.04% | 0.02% | 0.02% | |
LUV | C | 0.01% | 0.01% | 0.01% | |
MA | B | 0.02% | 0.02% | 0.02% | |
MAA | C | 0.03% | 0.02% | 0.02% | |
MAR | B | 0.01% | 0.01% | 0.01% | |
MCD | B | 0.03% | 0.02% | 0.02% | |
MCK | F | 0.01% | 0.03% | 0.01% | |
MCO | C | 0.02% | 0.02% | 0.02% | |
MDLZ | C | 0.03% | 0.01% | 0.01% | |
MDT | B | 0.03% | 0.02% | 0.02% | |
MET | B | 0.05% | 0.01% | 0.01% | |
MHK | B | 0.01% | 0.02% | 0.01% | |
MKC | C | 0.02% | 0.2% | 0.02% | |
MMM | B | 0.02% | 0.02% | 0.02% | |
MO | C | 0.04% | 0.01% | 0.01% | |
MOS | F | 0.05% | 0.01% | 0.01% | |
MPC | F | 0.02% | 0.02% | 0.02% | |
MPLX | B | 0.04% | 0.06% | 0.04% | |
MRK | F | 0.03% | 0.07% | 0.03% | |
MS | B | 0.11% | 0.01% | 0.01% | |
MSFT | C | 0.23% | 0.02% | 0.02% | |
NEE | B | 0.02% | 0.01% | 0.01% | |
NI | B | 0.04% | 0.02% | 0.02% | |
NKE | D | 0.03% | 0.05% | 0.03% | |
NSC | C | 0.03% | 0.01% | 0.01% | |
NTRS | C | 0.03% | 0.08% | 0.03% | |
NXPI | D | 0.07% | 0.01% | 0.01% | |
O | B | 0.05% | 0.05% | 0.05% | |
OKE | C | 0.02% | 0.08% | 0.02% | |
OMC | B | 0.03% | 0.03% | 0.03% | |
ORCL | B | 0.03% | 0.03% | 0.03% | |
PCG | C | 0.01% | 0.02% | 0.01% | |
PEG | B | 0.02% | 0.01% | 0.01% | |
PEP | D | 0.03% | 0.01% | 0.01% | |
PFE | D | 0.04% | 0.01% | 0.01% | |
PG | C | 0.03% | 0.11% | 0.03% | |
PM | C | 0.02% | 0.01% | 0.01% | |
PNC | C | 0.03% | 0.03% | 0.03% | |
PPG | C | 0.02% | 0.01% | 0.01% | |
PRU | C | 0.02% | 0.05% | 0.02% | |
PSX | F | 0.04% | 0.02% | 0.02% | |
PYPL | B | 0.03% | 0.04% | 0.03% | |
QCOM | D | 0.04% | 0.1% | 0.04% | |
R | C | 0.02% | 0.02% | 0.02% | |
ROP | C | 0.01% | 0.01% | 0.01% | |
RS | D | 0.03% | 0.04% | 0.03% | |
RTX | B | 0.01% | 0.03% | 0.01% | |
SBUX | C | 0.01% | 0.03% | 0.01% | |
SCHW | D | 0.01% | 0.02% | 0.01% | |
SF | B | 0.02% | 0.01% | 0.01% | |
SLB | F | 0.06% | 0.1% | 0.06% | |
SO | B | 0.01% | 0.01% | 0.01% | |
SPG | B | 0.03% | 0.13% | 0.03% | |
SRE | B | 0.02% | 0.02% | 0.02% | |
STT | B | 0.03% | 0.03% | 0.03% | |
SYF | C | 0.04% | 0.03% | 0.03% | |
SYK | C | 0.01% | 0.01% | 0.01% | |
SYY | C | 0.03% | 0.03% | 0.03% | |
T | B | 0.07% | 0.01% | 0.01% | |
TD | C | 0.09% | 0.01% | 0.01% | |
TFC | D | 0.01% | 0.02% | 0.01% | |
TGT | C | 0.05% | 0.04% | 0.04% | |
TMUS | B | 0.1% | 0.04% | 0.04% | |
TSN | D | 0.13% | 0.02% | 0.02% | |
TXN | B | 0.05% | 0.02% | 0.02% | |
UNH | C | 0.03% | 0.03% | 0.03% | |
UNP | D | 0.02% | 0.04% | 0.02% | |
UPS | D | 0.02% | 0.04% | 0.02% | |
USB | C | 0.04% | 0.01% | 0.01% | |
V | C | 0.01% | 0.05% | 0.01% | |
VNT | F | 0.03% | 0.17% | 0.03% | |
VOD | C | 0.05% | 0.01% | 0.01% | |
VOYA | B | 0.01% | 0.02% | 0.01% | |
VZ | A | 0.01% | 0.01% | 0.01% | |
WELL | C | 0.03% | 0.03% | 0.03% | |
WFC | D | 0.01% | 0.01% | 0.01% | |
WM | D | 0.03% | 0.06% | 0.03% | |
WMB | C | 0.02% | 0.01% | 0.01% | |
WMT | B | 0.03% | 0.01% | 0.01% | |
WRK | C | 0.02% | 0.01% | 0.01% | |
WU | C | 0.01% | 0.01% | 0.01% | |
XOM | D | 0.05% | 0.02% | 0.02% | |
ZBH | F | 0.05% | 0.03% | 0.03% |
SCHI Overweight 280 Positions Relative to BBSA
Symbol | Grade | Weight | |
---|---|---|---|
DT | C | 0.26% | |
AMAT | D | 0.11% | |
EQH | C | 0.1% | |
NOW | C | 0.08% | |
CAH | C | 0.08% | |
KEY | C | 0.08% | |
MRO | D | 0.07% | |
DLTR | F | 0.07% | |
ARCC | A | 0.07% | |
KOF | D | 0.07% | |
BWA | C | 0.07% | |
TT | B | 0.07% | |
QRVO | F | 0.07% | |
BIIB | F | 0.07% | |
CRM | C | 0.07% | |
NVDA | C | 0.07% | |
BABA | B | 0.07% | |
XRAY | D | 0.06% | |
REGN | D | 0.06% | |
PKG | B | 0.06% | |
INTU | D | 0.06% | |
KLAC | D | 0.06% | |
CNO | C | 0.06% | |
HAL | F | 0.06% | |
JD | A | 0.06% | |
CB | B | 0.06% | |
BIDU | C | 0.06% | |
LH | D | 0.06% | |
NOC | B | 0.06% | |
NWG | B | 0.06% | |
VRSN | C | 0.05% | |
STE | B | 0.05% | |
NVR | B | 0.05% | |
URI | B | 0.05% | |
EMN | B | 0.05% | |
BDN | C | 0.05% | |
ADM | D | 0.05% | |
OC | C | 0.05% | |
CTAS | C | 0.05% | |
VRSK | D | 0.05% | |
DGX | B | 0.05% | |
TRMB | C | 0.05% | |
LEN | B | 0.05% | |
LRCX | D | 0.05% | |
CHRW | B | 0.05% | |
HES | F | 0.05% | |
PWR | B | 0.05% | |
EFX | C | 0.05% | |
ADP | C | 0.05% | |
MAS | B | 0.05% | |
EPR | C | 0.05% | |
MMC | C | 0.05% | |
AMCR | B | 0.05% | |
RJF | C | 0.04% | |
SWX | C | 0.04% | |
FLO | C | 0.04% | |
RYN | C | 0.04% | |
UHS | C | 0.04% | |
DOX | C | 0.04% | |
LVS | C | 0.04% | |
INGR | B | 0.04% | |
IEX | C | 0.04% | |
RL | B | 0.04% | |
TPR | A | 0.04% | |
ITW | B | 0.04% | |
DAL | C | 0.04% | |
PNR | B | 0.04% | |
TSCO | B | 0.04% | |
BC | C | 0.04% | |
JCI | B | 0.04% | |
CUBE | C | 0.04% | |
NEM | C | 0.04% | |
EXP | B | 0.04% | |
GXO | D | 0.04% | |
RPRX | C | 0.04% | |
FLEX | B | 0.04% | |
PAA | D | 0.04% | |
CPT | C | 0.04% | |
VLO | F | 0.04% | |
EMR | D | 0.04% | |
MU | D | 0.04% | |
WAB | B | 0.04% | |
CAG | B | 0.04% | |
BHF | F | 0.04% | |
OTIS | B | 0.04% | |
JPM | D | 0.04% | |
SITC | D | 0.03% | |
PPL | A | 0.03% | |
SCS | D | 0.03% | |
IFF | A | 0.03% | |
PHM | B | 0.03% | |
KEX | C | 0.03% | |
INVH | D | 0.03% | |
NHI | C | 0.03% | |
EA | D | 0.03% | |
BNL | B | 0.03% | |
SNX | C | 0.03% | |
WPC | C | 0.03% | |
BRO | C | 0.03% | |
ADC | C | 0.03% | |
HP | F | 0.03% | |
AVT | B | 0.03% | |
CTVA | B | 0.03% | |
SWKS | F | 0.03% | |
KSS | D | 0.03% | |
AAT | C | 0.03% | |
HIG | B | 0.03% | |
SKT | B | 0.03% | |
CBOE | C | 0.03% | |
ADI | C | 0.03% | |
DRI | C | 0.03% | |
LNC | C | 0.03% | |
HIW | C | 0.03% | |
MCY | C | 0.03% | |
NUE | D | 0.03% | |
EW | F | 0.03% | |
BKU | D | 0.03% | |
LIN | B | 0.03% | |
NOV | F | 0.03% | |
NDAQ | C | 0.03% | |
IPG | C | 0.03% | |
CTRA | F | 0.03% | |
ZTS | B | 0.03% | |
PGR | C | 0.03% | |
WY | C | 0.03% | |
FNF | B | 0.03% | |
TJX | C | 0.03% | |
ESGR | D | 0.03% | |
AES | C | 0.03% | |
HST | D | 0.03% | |
APH | C | 0.03% | |
FMC | B | 0.03% | |
LHX | C | 0.03% | |
BSX | B | 0.03% | |
HRL | F | 0.03% | |
BAX | C | 0.03% | |
PSA | C | 0.03% | |
BR | C | 0.03% | |
TDY | B | 0.03% | |
BLK | B | 0.03% | |
OHI | C | 0.03% | |
FANG | F | 0.03% | |
EXPE | C | 0.03% | |
DLR | B | 0.03% | |
SHW | B | 0.03% | |
GIS | B | 0.03% | |
ABT | C | 0.03% | |
BDX | D | 0.03% | |
MUFG | D | 0.03% | |
PDM | C | 0.02% | |
SAVE | F | 0.02% | |
DOV | B | 0.02% | |
AMG | C | 0.02% | |
L | D | 0.02% | |
ALLE | B | 0.02% | |
CBT | B | 0.02% | |
WBS | C | 0.02% | |
ACGL | B | 0.02% | |
LEG | D | 0.02% | |
AFG | C | 0.02% | |
SBRA | C | 0.02% | |
AIZ | B | 0.02% | |
GPC | D | 0.02% | |
NVT | C | 0.02% | |
ROST | C | 0.02% | |
AYI | B | 0.02% | |
HUBB | B | 0.02% | |
NEU | D | 0.02% | |
EXR | C | 0.02% | |
SAFE | C | 0.02% | |
EPRT | B | 0.02% | |
OCSL | D | 0.02% | |
ILMN | D | 0.02% | |
WTRG | D | 0.02% | |
KMT | B | 0.02% | |
LXP | C | 0.02% | |
VNO | B | 0.02% | |
PNW | C | 0.02% | |
FLS | C | 0.02% | |
AGO | D | 0.02% | |
SON | D | 0.02% | |
WBA | F | 0.02% | |
RNR | B | 0.02% | |
ARW | B | 0.02% | |
SNA | B | 0.02% | |
TEL | D | 0.02% | |
UNM | B | 0.02% | |
TKR | C | 0.02% | |
DOC | B | 0.02% | |
OSK | F | 0.02% | |
ATO | B | 0.02% | |
REXR | C | 0.02% | |
ROK | D | 0.02% | |
CNA | D | 0.02% | |
XYL | C | 0.02% | |
SUI | C | 0.02% | |
SJM | C | 0.02% | |
TXT | D | 0.02% | |
WHR | C | 0.02% | |
CLX | C | 0.02% | |
NNN | B | 0.02% | |
ADSK | B | 0.02% | |
RPM | B | 0.02% | |
CNP | C | 0.02% | |
REG | C | 0.02% | |
LNT | A | 0.02% | |
AXS | B | 0.02% | |
AVY | C | 0.02% | |
H | B | 0.02% | |
CP | C | 0.02% | |
LYB | D | 0.02% | |
JBL | C | 0.02% | |
EQR | C | 0.02% | |
UDR | C | 0.02% | |
ARE | C | 0.02% | |
HUN | C | 0.02% | |
BBY | A | 0.02% | |
FAF | B | 0.02% | |
AN | C | 0.02% | |
EIX | B | 0.02% | |
HII | F | 0.02% | |
NTAP | D | 0.02% | |
KRC | C | 0.02% | |
VFC | B | 0.02% | |
CFG | D | 0.02% | |
VMC | C | 0.02% | |
DVN | F | 0.02% | |
GL | D | 0.02% | |
MLM | D | 0.02% | |
GLPI | C | 0.02% | |
DG | F | 0.02% | |
RGA | C | 0.02% | |
STZ | C | 0.02% | |
KEYS | B | 0.02% | |
EVRG | B | 0.02% | |
JEF | C | 0.02% | |
SWK | B | 0.02% | |
SPGI | C | 0.02% | |
TMO | B | 0.02% | |
CSL | B | 0.02% | |
PH | B | 0.02% | |
ORLY | B | 0.02% | |
PLD | C | 0.02% | |
MRVL | D | 0.02% | |
DOW | C | 0.02% | |
BKNG | B | 0.02% | |
COST | C | 0.02% | |
UAL | B | 0.02% | |
CHD | C | 0.01% | |
OGS | B | 0.01% | |
THG | C | 0.01% | |
LEA | D | 0.01% | |
MKL | C | 0.01% | |
NFG | B | 0.01% | |
OGE | B | 0.01% | |
PSEC | C | 0.01% | |
WEC | B | 0.01% | |
HR | B | 0.01% | |
KIM | C | 0.01% | |
PRE | F | 0.01% | |
BKH | B | 0.01% | |
HRB | C | 0.01% | |
CHH | B | 0.01% | |
PFG | B | 0.01% | |
STLD | C | 0.01% | |
AAP | F | 0.01% | |
CMS | B | 0.01% | |
HPP | F | 0.01% | |
AAL | D | 0.01% | |
AEE | B | 0.01% | |
AMH | D | 0.01% | |
A | C | 0.01% | |
XEL | B | 0.01% | |
VTR | C | 0.01% | |
ED | B | 0.01% | |
AZO | B | 0.01% | |
LAZ | B | 0.01% | |
ECL | B | 0.01% | |
MSI | B | 0.01% | |
RSG | D | 0.0% |
SCHI Underweight 32 Positions Relative to BBSA
Symbol | Grade | Weight | |
---|---|---|---|
ALLY | F | -0.23% | |
VLY | D | -0.18% | |
RF | B | -0.17% | |
EDC | B | -0.09% | |
BCSF | B | -0.06% | |
IVZ | B | -0.05% | |
FCNCA | D | -0.05% | |
MTB | C | -0.05% | |
CM | B | -0.05% | |
HPE | C | -0.04% | |
COMM | C | -0.04% | |
VTRS | D | -0.03% | |
RY | A | -0.03% | |
ORI | B | -0.02% | |
AWH | F | -0.02% | |
AMP | B | -0.02% | |
CE | D | -0.02% | |
DXC | D | -0.02% | |
FNA | F | -0.02% | |
BERY | B | -0.01% | |
KD | F | -0.01% | |
PCAR | D | -0.01% | |
EQNR | F | -0.01% | |
CASH | D | -0.01% | |
CSCO | B | -0.01% | |
GBDC | C | -0.01% | |
SCCO | C | -0.01% | |
JHG | B | -0.01% | |
JBHT | D | -0.01% | |
ET | C | -0.01% | |
FR | C | -0.01% | |
FN | C | -0.01% |
SCHI: Top Represented Industries & Keywords
BBSA: Top Represented Industries & Keywords