BBAX vs SMBS
Comparison between JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF (BBAX, ETF) and SCHWAB MORTGAGE-BACKED SECURITIES ETF (SMBS, ETF).
BBAX vs SMBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBAX
$6.40B
SMBS
$6.40B
Expense Ratio
BBAX
0.19%
Winner
SMBS
0.03%
Max Drawdown
BBAX
39.64%
Winner
SMBS
4.02%
Sharpe Ratio
Winner
BBAX
0.88
SMBS
0.58
5Y Beta
BBAX
0.75
Winner
SMBS
0.04
5Y Dividends CAGR
BBAX
7.67%
SMBS
N/A
BBAX vs SMBS - Historical Returns
Returns include dividend reinvestment.
1M
BBAX
-1.59%
Winner
SMBS
+0.51%
3M
Winner
BBAX
+2.14%
SMBS
+0.42%
6M
Winner
BBAX
+10.60%
SMBS
+1.45%
1Y
Winner
BBAX
+16.83%
SMBS
+5.89%
5Y(CAGR)
BBAX
+4.91%
SMBS
N/A
Max(CAGR)
Winner
BBAX
+6.66%
SMBS
+5.71%
BBAX vs SMBS - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BBAX | SMBS |
|---|---|---|
| 2026 | +8.43% | +1.00% |
| 2025 | +20.43% | +8.23% |
| 2024 | +3.69% | -0.07% |
| 2023 | +5.73% | N/A |
| 2022 | -4.79% | N/A |
| 2021 | +4.72% | N/A |
| 2020 | +6.61% | N/A |
| 2019 | +19.97% | N/A |
| 2018 | -9.66% | N/A |
BBAX vs SMBS Drawdown Comparison
The maximum drawdown for BBAX was -39.64%, occurring on Mar 23, 2020. Recovery took 217 trading sessions.
The maximum drawdown for SMBS was -3.20%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The current BBAX drawdown is -3.79%. The current SMBS drawdown is -1.14%.
| Rank | BBAX | SMBS |
|---|---|---|
| #1 | -39.64% Jan 16, 2020 - Nov 24, 2020 | -3.20% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -24.40% Jun 4, 2021 - Sep 16, 2024 | -2.83% Apr 4, 2025 - Jun 26, 2025 |
| #3 | -20.13% Oct 2, 2024 - Jun 2, 2025 | -2.83% Feb 27, 2026 - May 19, 2026 |
| #4 | -12.75% Aug 29, 2018 - Feb 22, 2019 | -1.11% Jun 26, 2025 - Aug 1, 2025 |
| #5 | -10.47% Jul 3, 2019 - Jan 2, 2020 | -0.90% Oct 28, 2025 - Nov 25, 2025 |
| #6 | -9.00% Feb 25, 2026 - Mar 30, 2026 | -0.89% Mar 3, 2025 - Apr 1, 2025 |
| #7 | -6.25% Oct 28, 2025 - Dec 23, 2025 | -0.85% Sep 16, 2025 - Oct 14, 2025 |
| #8 | -4.99% Jan 21, 2021 - Feb 11, 2021 | -0.78% Nov 26, 2025 - Dec 18, 2025 |
| #9 | -4.66% May 3, 2019 - Jun 19, 2019 | -0.58% Jan 14, 2026 - Feb 6, 2026 |
| #10 | -4.51% Feb 23, 2021 - Apr 14, 2021 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -3.87% Sep 15, 2025 - Oct 28, 2025 | -0.39% Aug 5, 2025 - Aug 13, 2025 |
| #12 | -2.80% Nov 25, 2020 - Dec 4, 2020 | -0.39% Dec 29, 2025 - Jan 7, 2026 |
| #13 | -2.78% Aug 8, 2018 - Aug 29, 2018 | -0.38% Nov 25, 2024 - Nov 29, 2024 |
| #14 | -2.77% May 10, 2021 - May 28, 2021 | -0.36% Apr 1, 2025 - Apr 3, 2025 |
| #15 | -2.71% Jun 10, 2025 - Jun 26, 2025 | -0.31% Oct 21, 2025 - Oct 28, 2025 |
Correlation
Correlation between BBAX and SMBS is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2018 - 2026)
BBAX vs SMBS dividend yield comparison.
| Year | BBAX | SMBS |
|---|---|---|
| 2026 | 0.79% | 2.13% |
| 2025 | 3.86% | 4.83% |
| 2024 | 4.13% | 0.50% |
| 2023 | 4.17% | 0.00% |
| 2022 | 5.06% | 0.00% |
| 2021 | 5.47% | 0.00% |
| 2020 | 2.57% | 0.00% |
| 2019 | 4.07% | 0.00% |
| 2018 | 1.36% | 0.00% |
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