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      SCHZ vs. BBSA ETF Comparison

      Comparison of Schwab US Aggregate Bond ETF (SCHZ) to JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA)
      SCHZ

      Schwab US Aggregate Bond ETF

      SCHZ Description

      The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

      Grade (RS Rating)

      Last Trade

      $45.20

      Average Daily Volume

      641,038

      Number of Holdings *

      544

      * may have additional holdings in another (foreign) market
      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

      $47.21

      Average Daily Volume

      1,901

      Number of Holdings *

      225

      * may have additional holdings in another (foreign) market
      Performance
      Period SCHZ BBSA
      30 Days 0.81% 0.72%
      60 Days -1.39% -0.21%
      90 Days -0.51% 0.18%
      12 Months -0.39% 1.94%
      215 Overlapping Holdings
      Symbol Grade Weight in SCHZ Weight in BBSA Overlap
      AAPL B 0.0% 0.01% 0.0%
      ABBV D 0.0% 0.01% 0.0%
      ADBE D 0.0% 0.02% 0.0%
      AEP A 0.0% 0.01% 0.0%
      AER A 0.0% 0.39% 0.0%
      AFL A 0.0% 0.01% 0.0%
      AGR B 0.0% 0.02% 0.0%
      AIG A 0.0% 0.05% 0.0%
      AL B 0.0% 0.01% 0.0%
      ALL B 0.0% 0.07% 0.0%
      ALLY B 0.0% 0.23% 0.0%
      AMGN B 0.0% 0.02% 0.0%
      AMP C 0.0% 0.02% 0.0%
      AMT D 0.0% 0.03% 0.0%
      AMZN A 0.0% 0.09% 0.0%
      AON F 0.0% 0.07% 0.0%
      APD C 0.0% 0.1% 0.0%
      APTV D 0.0% 0.05% 0.0%
      AVB A 0.0% 0.01% 0.0%
      AVGO C 0.0% 0.03% 0.0%
      AWH F 0.0% 0.02% 0.0%
      AWK B 0.0% 0.01% 0.0%
      AXP A 0.0% 0.07% 0.0%
      AZN A 0.0% 0.01% 0.0%
      BA F 0.0% 0.01% 0.0%
      BAC B 0.0% 0.1% 0.0%
      BCSF B 0.0% 0.06% 0.0%
      BEN F 0.0% 0.03% 0.0%
      BERY D 0.0% 0.01% 0.0%
      BG B 0.0% 0.04% 0.0%
      BK A 0.0% 0.02% 0.0%
      BMO C 0.0% 0.01% 0.0%
      BMY F 0.0% 0.02% 0.0%
      BNS D 0.0% 0.03% 0.0%
      BRX C 0.0% 0.02% 0.0%
      BXP F 0.0% 0.03% 0.0%
      C A 0.0% 0.02% 0.0%
      CARR A 0.0% 0.02% 0.0%
      CAT D 0.0% 0.01% 0.0%
      CCI D 0.0% 0.07% 0.0%
      CE C 0.0% 0.02% 0.0%
      CHTR F 0.0% 0.03% 0.0%
      CI D 0.0% 0.01% 0.0%
      CM C 0.0% 0.05% 0.0%
      CMA B 0.0% 0.04% 0.0%
      CMCSA D 0.0% 0.01% 0.0%
      CME C 0.0% 0.01% 0.0%
      CMI B 0.0% 0.23% 0.0%
      CNHI D 0.0% 0.01% 0.0%
      COF B 0.0% 0.14% 0.0%
      COP C 0.0% 0.01% 0.0%
      CPB B 0.0% 0.02% 0.0%
      CSCO D 0.0% 0.01% 0.0%
      CSX D 0.0% 0.05% 0.0%
      CVS F 0.0% 0.01% 0.0%
      CVX B 0.0% 0.01% 0.0%
      D B 0.0% 0.06% 0.0%
      DB B 0.0% 0.07% 0.0%
      DD A 0.01% 0.05% 0.01%
      DE B 0.0% 0.01% 0.0%
      DELL B 0.0% 0.04% 0.0%
      DFS C 0.0% 0.06% 0.0%
      DHI D 0.0% 0.05% 0.0%
      DHR C 0.0% 0.05% 0.0%
      DIS D 0.0% 0.03% 0.0%
      DTE A 0.0% 0.01% 0.0%
      DUK A 0.0% 0.05% 0.0%
      DXC F 0.0% 0.02% 0.0%
      EBAY D 0.0% 0.13% 0.0%
      EDC B 0.01% 0.09% 0.01%
      EL F 0.0% 0.04% 0.0%
      EOG B 0.0% 0.06% 0.0%
      EPD B 0.0% 0.12% 0.0%
      EQIX F 0.0% 0.3% 0.0%
      EQNR C 0.0% 0.01% 0.0%
      ES B 0.0% 0.01% 0.0%
      ESS A 0.0% 0.01% 0.0%
      ETN A 0.0% 0.04% 0.0%
      ETR A 0.0% 0.01% 0.0%
      EXC B 0.0% 0.01% 0.0%
      FDX D 0.0% 0.04% 0.0%
      FHN A 0.0% 0.06% 0.0%
      FIS C 0.0% 0.02% 0.0%
      FITB A 0.0% 0.03% 0.0%
      FOXA B 0.0% 0.04% 0.0%
      FRT B 0.0% 0.06% 0.0%
      GBDC B 0.0% 0.01% 0.0%
      GD A 0.0% 0.02% 0.0%
      GE A 0.0% 0.04% 0.0%
      GILD F 0.0% 0.02% 0.0%
      GM B 0.0% 0.13% 0.0%
      GOOGL B 0.0% 0.02% 0.0%
      GP F 0.0% 0.07% 0.0%
      GPN F 0.0% 0.04% 0.0%
      GS A 0.0% 0.01% 0.0%
      GSK A 0.0% 0.01% 0.0%
      HAS B 0.0% 0.01% 0.0%
      HBAN A 0.0% 0.02% 0.0%
      HCA D 0.0% 0.03% 0.0%
      HD D 0.0% 0.01% 0.0%
      HON C 0.0% 0.01% 0.0%
      HPE D 0.0% 0.04% 0.0%
      HPQ C 0.0% 0.1% 0.0%
      HSBC A 0.0% 0.08% 0.0%
      HSY B 0.0% 0.04% 0.0%
      HUM F 0.0% 0.04% 0.0%
      IBM D 0.0% 0.2% 0.0%
      ICE C 0.0% 0.03% 0.0%
      INTC F 0.0% 0.01% 0.0%
      IVZ D 0.0% 0.05% 0.0%
      JBHT F 0.0% 0.01% 0.0%
      JNJ F 0.0% 0.11% 0.0%
      JNPR D 0.0% 0.04% 0.0%
      K B 0.0% 0.02% 0.0%
      KDP B 0.0% 0.01% 0.0%
      KMB B 0.0% 0.04% 0.0%
      KMI A 0.0% 0.05% 0.0%
      KMPR B 0.0% 0.02% 0.0%
      KO A 0.0% 0.04% 0.0%
      KR B 0.0% 0.01% 0.0%
      LDOS A 0.0% 0.01% 0.0%
      LII C 0.0% 0.01% 0.0%
      LLY C 0.0% 0.04% 0.0%
      LMT A 0.0% 0.01% 0.0%
      LOW D 0.0% 0.02% 0.0%
      LUV D 0.0% 0.01% 0.0%
      MA D 0.0% 0.02% 0.0%
      MAA B 0.0% 0.02% 0.0%
      MAR D 0.0% 0.01% 0.0%
      MCD F 0.0% 0.02% 0.0%
      MCK B 0.0% 0.03% 0.0%
      MCO C 0.0% 0.02% 0.0%
      MDLZ B 0.0% 0.01% 0.0%
      MDT D 0.01% 0.02% 0.01%
      MET C 0.0% 0.01% 0.0%
      MHK D 0.0% 0.02% 0.0%
      MKC B 0.0% 0.2% 0.0%
      MMM B 0.0% 0.02% 0.0%
      MO A 0.0% 0.01% 0.0%
      MOS F 0.0% 0.01% 0.0%
      MPC D 0.0% 0.02% 0.0%
      MPLX A 0.0% 0.06% 0.0%
      MRK B 0.0% 0.07% 0.0%
      MS A 0.0% 0.01% 0.0%
      MSFT C 0.0% 0.02% 0.0%
      MTB A 0.0% 0.05% 0.0%
      NEE B 0.0% 0.01% 0.0%
      NI A 0.0% 0.02% 0.0%
      NKE D 0.0% 0.05% 0.0%
      NSC D 0.0% 0.01% 0.0%
      NTRS C 0.0% 0.08% 0.0%
      NXPI A 0.0% 0.01% 0.0%
      O B 0.0% 0.05% 0.0%
      OKE B 0.0% 0.08% 0.0%
      OMC B 0.0% 0.03% 0.0%
      ORCL D 0.0% 0.03% 0.0%
      ORI A 0.0% 0.02% 0.0%
      PCAR D 0.0% 0.01% 0.0%
      PCG B 0.0% 0.02% 0.0%
      PEG A 0.0% 0.01% 0.0%
      PEP B 0.0% 0.01% 0.0%
      PFE D 0.0% 0.01% 0.0%
      PG A 0.0% 0.11% 0.0%
      PM A 0.0% 0.01% 0.0%
      PNC B 0.0% 0.03% 0.0%
      PPG D 0.0% 0.01% 0.0%
      PRU A 0.0% 0.05% 0.0%
      PSX D 0.0% 0.02% 0.0%
      PXD B 0.0% 0.04% 0.0%
      PYPL C 0.0% 0.04% 0.0%
      QCOM B 0.0% 0.1% 0.0%
      R A 0.0% 0.02% 0.0%
      RF B 0.0% 0.17% 0.0%
      ROP D 0.0% 0.01% 0.0%
      RS D 0.0% 0.04% 0.0%
      RTX A 0.0% 0.03% 0.0%
      RY A 0.0% 0.03% 0.0%
      SBUX F 0.0% 0.03% 0.0%
      SCCO B 0.0% 0.01% 0.0%
      SCHW A 0.0% 0.02% 0.0%
      SF A 0.0% 0.01% 0.0%
      SLB F 0.0% 0.1% 0.0%
      SO A 0.0% 0.01% 0.0%
      SPG C 0.0% 0.13% 0.0%
      SRE B 0.0% 0.02% 0.0%
      STT C 0.0% 0.03% 0.0%
      SYF B 0.0% 0.03% 0.0%
      SYK D 0.0% 0.01% 0.0%
      SYY D 0.0% 0.03% 0.0%
      T B 0.0% 0.01% 0.0%
      TD F 0.0% 0.01% 0.0%
      TFC B 0.0% 0.02% 0.0%
      TGT D 0.0% 0.04% 0.0%
      TMUS B 0.0% 0.04% 0.0%
      TSN B 0.0% 0.02% 0.0%
      TXN A 0.0% 0.02% 0.0%
      UNH C 0.0% 0.03% 0.0%
      UNP C 0.0% 0.04% 0.0%
      UPS D 0.0% 0.04% 0.0%
      USB D 0.0% 0.01% 0.0%
      V C 0.0% 0.05% 0.0%
      VLY F 0.0% 0.18% 0.0%
      VNT D 0.0% 0.17% 0.0%
      VOD F 0.0% 0.01% 0.0%
      VOYA B 0.0% 0.02% 0.0%
      VZ D 0.0% 0.01% 0.0%
      WELL A 0.0% 0.03% 0.0%
      WFC A 0.0% 0.01% 0.0%
      WM B 0.0% 0.06% 0.0%
      WMB A 0.0% 0.01% 0.0%
      WMT C 0.0% 0.01% 0.0%
      WRK A 0.0% 0.01% 0.0%
      WU C 0.0% 0.01% 0.0%
      XOM B 0.0% 0.02% 0.0%
      ZBH D 0.0% 0.03% 0.0%
      SCHZ Overweight 329 Positions Relative to BBSA
      Symbol Grade Weight
      WIT D 0.08%
      NOW D 0.01%
      UHS D 0.01%
      CHD A 0.01%
      DLTR F 0.01%
      MCHP B 0.01%
      BIIB C 0.01%
      STLA D 0.01%
      CTS A 0.01%
      DT F 0.01%
      COO D 0.0%
      OCSL C 0.0%
      WBS D 0.0%
      AEL A 0.0%
      GPC B 0.0%
      SAN A 0.0%
      SIGI F 0.0%
      SAVE F 0.0%
      GXO C 0.0%
      SAFE F 0.0%
      EPRT A 0.0%
      SUI D 0.0%
      VNO F 0.0%
      SKT D 0.0%
      ALB C 0.0%
      CDNS D 0.0%
      CBT B 0.0%
      COKE B 0.0%
      CACC D 0.0%
      FAF D 0.0%
      TKR B 0.0%
      THG A 0.0%
      TEL C 0.0%
      PRE C 0.0%
      AVA B 0.0%
      VMI B 0.0%
      WRB D 0.0%
      TME B 0.0%
      FTNT F 0.0%
      FLO B 0.0%
      DAL A 0.0%
      NEU D 0.0%
      BC D 0.0%
      PSEC F 0.0%
      STE D 0.0%
      CTVA B 0.0%
      PWR B 0.0%
      XRAY F 0.0%
      CHH F 0.0%
      AIZ D 0.0%
      AMH B 0.0%
      TSCO B 0.0%
      BDN B 0.0%
      JD B 0.0%
      LAZ C 0.0%
      KEX A 0.0%
      EPR C 0.0%
      HOG D 0.0%
      HP F 0.0%
      ROST D 0.0%
      SBRA A 0.0%
      MCY A 0.0%
      NFG A 0.0%
      BKU B 0.0%
      KMT C 0.0%
      CHRW C 0.0%
      BBY D 0.0%
      SCS C 0.0%
      DRI F 0.0%
      AVY A 0.0%
      INVH B 0.0%
      REXR D 0.0%
      EA F 0.0%
      HR B 0.0%
      IDA B 0.0%
      AAP D 0.0%
      EXP A 0.0%
      DOX D 0.0%
      ILMN F 0.0%
      XYL A 0.0%
      LXP D 0.0%
      PDM B 0.0%
      SLG B 0.0%
      SNV C 0.0%
      GSBD A 0.0%
      ADC B 0.0%
      ZION B 0.0%
      INGR A 0.0%
      NVR D 0.0%
      WTRG B 0.0%
      OSK D 0.0%
      AGO D 0.0%
      EG C 0.0%
      NHI A 0.0%
      TRMB D 0.0%
      DOV A 0.0%
      SITC D 0.0%
      OPI C 0.0%
      G D 0.0%
      AYI C 0.0%
      STLD D 0.0%
      OC B 0.0%
      CTRA B 0.0%
      LNC C 0.0%
      MAIN A 0.0%
      HUBB D 0.0%
      NYCB D 0.0%
      CUBE D 0.0%
      TPR D 0.0%
      H D 0.0%
      WEC B 0.0%
      VRSN F 0.0%
      HII D 0.0%
      RPM D 0.0%
      SWX A 0.0%
      ESGR B 0.0%
      OGE A 0.0%
      HPP F 0.0%
      PNR C 0.0%
      EW D 0.0%
      VFC F 0.0%
      WB C 0.0%
      FMC B 0.0%
      PFG C 0.0%
      NWE B 0.0%
      OGS C 0.0%
      ADI A 0.0%
      SWKS F 0.0%
      NVT A 0.0%
      SNA D 0.0%
      NTAP B 0.0%
      GL F 0.0%
      NNN B 0.0%
      ROK F 0.0%
      RL D 0.0%
      URI D 0.0%
      EFX D 0.0%
      ARW B 0.0%
      AMG D 0.0%
      AJG C 0.0%
      L A 0.0%
      SPGI C 0.0%
      DGX B 0.0%
      ORLY D 0.0%
      AN B 0.0%
      RNR C 0.0%
      PHM B 0.0%
      PSA D 0.0%
      PVH D 0.0%
      AXS A 0.0%
      JBLU F 0.0%
      CTAS B 0.0%
      UNM B 0.0%
      VMC C 0.0%
      HIW B 0.0%
      DSS F 0.0%
      FNF B 0.0%
      AES B 0.0%
      AMCR A 0.0%
      LEN D 0.0%
      MKL A 0.0%
      ADP D 0.0%
      HRL B 0.0%
      REG F 0.0%
      IPG D 0.0%
      EMR C 0.0%
      EE B 0.0%
      PLD D 0.0%
      SWK F 0.0%
      BR D 0.0%
      EVRG B 0.0%
      IEX D 0.0%
      FLS A 0.0%
      AFG C 0.0%
      WHR F 0.0%
      ALLE D 0.0%
      LEG F 0.0%
      HRB B 0.0%
      CNO B 0.0%
      KSS F 0.0%
      MDC A 0.0%
      DOC A 0.0%
      TCN A 0.0%
      KRG B 0.0%
      BWA B 0.0%
      BAX F 0.0%
      WLK B 0.0%
      CBOE C 0.0%
      JBL D 0.0%
      NDAQ D 0.0%
      HST D 0.0%
      FLEX C 0.0%
      KRC F 0.0%
      DG D 0.0%
      RJF C 0.0%
      CNA B 0.0%
      RGA A 0.0%
      CPT B 0.0%
      NOV D 0.0%
      GLPI D 0.0%
      LHX A 0.0%
      MRVL D 0.0%
      MRO D 0.0%
      APH A 0.0%
      MSI A 0.0%
      DLR D 0.0%
      LIN D 0.0%
      A C 0.0%
      SON C 0.0%
      ARE D 0.0%
      FSK B 0.0%
      REGN C 0.0%
      CSL A 0.0%
      BRO C 0.0%
      PKG D 0.0%
      FTV D 0.0%
      WPC C 0.0%
      HIG C 0.0%
      LEA F 0.0%
      TXT D 0.0%
      EMN A 0.0%
      INTU D 0.0%
      SNX A 0.0%
      VTR B 0.0%
      AVT A 0.0%
      HUN C 0.0%
      CINF D 0.0%
      CNP B 0.0%
      CL A 0.0%
      LRCX D 0.0%
      BKH B 0.0%
      WAB A 0.0%
      PH B 0.0%
      TMO D 0.0%
      EQR A 0.0%
      CFG A 0.0%
      AAL C 0.0%
      MAS D 0.0%
      RPRX F 0.0%
      IP C 0.0%
      ECL A 0.0%
      VRSK B 0.0%
      LNT B 0.0%
      NEM B 0.0%
      LYB C 0.0%
      MLM C 0.0%
      TDY D 0.0%
      CMS A 0.0%
      BSX B 0.0%
      PPL A 0.0%
      CF F 0.0%
      OTIS D 0.0%
      IFF A 0.0%
      ACGL A 0.0%
      JCI B 0.0%
      XEL C 0.0%
      BIDU C 0.0%
      KIM C 0.0%
      GLW B 0.0%
      NUE F 0.0%
      SJM F 0.0%
      BLK D 0.0%
      KLAC A 0.0%
      CAH F 0.0%
      TT A 0.0%
      HES B 0.0%
      ATO A 0.0%
      CAF B 0.0%
      MU B 0.0%
      TJX C 0.0%
      ZTS D 0.0%
      STZ D 0.0%
      FE A 0.0%
      JEF B 0.0%
      CP D 0.0%
      BKNG B 0.0%
      CAG B 0.0%
      AMAT C 0.0%
      SHW D 0.0%
      GWW D 0.0%
      CLX F 0.0%
      LVS D 0.0%
      DVN B 0.0%
      BHF D 0.0%
      WY F 0.0%
      PGR A 0.0%
      FANG B 0.0%
      ARCC A 0.0%
      WBA F 0.0%
      RSG C 0.0%
      OHI B 0.0%
      EIX A 0.0%
      COE C 0.0%
      PAA B 0.0%
      KOF B 0.0%
      MMC C 0.0%
      UDR B 0.0%
      KEYS D 0.0%
      AZO D 0.0%
      COST B 0.0%
      DOW C 0.0%
      TAP F 0.0%
      TRV D 0.0%
      NVDA B 0.0%
      HAL F 0.0%
      PNW B 0.0%
      ITW D 0.0%
      VLO D 0.0%
      BDX F 0.0%
      GIS C 0.0%
      ADSK F 0.0%
      MP D 0.0%
      CRM D 0.0%
      ED A 0.0%
      EQH A 0.0%
      CB C 0.0%
      AEE C 0.0%
      EXPE F 0.0%
      NOC B 0.0%
      ADM C 0.0%
      LH F 0.0%
      BABA C 0.0%
      UAL B 0.0%
      MUFG D 0.0%
      KEY C 0.0%
      NWG A 0.0%
      BHP D 0.0%
      JPM B 0.0%
      ABT F 0.0%
      SCHZ Underweight 10 Positions Relative to BBSA
      Symbol Grade Weight
      FCNCA B -0.05%
      COMM F -0.04%
      VTRS C -0.03%
      FNA F -0.02%
      KD A -0.01%
      CASH B -0.01%
      JHG A -0.01%
      ET A -0.01%
      FR D -0.01%
      FN C -0.01%

      SCHZ: Top Represented Industries & Keywords

      Industries: Utilities - Regulated Electric Banks - Regional - US Asset Management Diversified Industrials Insurance - Property & Casualty Banks - Global REIT - Retail Credit Services Drug Manufacturers - Major REIT - Office Specialty Chemicals Business Services Insurance - Life Semiconductors Specialty Retail Utilities - Diversified Oil & Gas E&P Packaged Foods REIT - Residential Capital Markets
      Keywords: S&P 500 Nasdaq 100 Insurance Natural Gas Real Estate Investment Trust Bank Electricity Insurance Products Banking Dow Jones Component Electronics Chemical Investment Bank Computing Mining Aerospace Financial Products Cash Management Disability Plastic

      BBSA: Top Represented Industries & Keywords

      Industries: Banks - Regional - US Asset Management Drug Manufacturers - Major Banks - Global Credit Services Utilities - Regulated Electric Oil & Gas Midstream Capital Markets Diversified Industrials Semiconductors Telecom Services Utilities - Diversified Aerospace & Defense Communication Equipment Health Care Plans Information Technology Services Medical Devices REIT - Retail Beverages - Soft Drinks Chemicals
      Keywords: S&P 500 Nasdaq 100 Bank Dow Jones Component Natural Gas Banking Electricity Financial Products Insurance Investment Bank Cash Management Commercial Banking Computing Investment Management Insurance Products Telecommunications Crude Oil Electronics Disability Investment Banking
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