BBCA vs SCHZ

Comparison between JPMORGAN BETABUILDERS CANADA ETF (BBCA, ETF) and SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF).

5-Year PerformanceBBCA has outperformed SCHZ, delivering a return of +11.9% compared to +0.2%

BBCA vs SCHZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBCA(ETF)	SCHZ(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.19%	0.03%
Max Drawdown	42.81%	24.30%
Sharpe Ratio	2.06	0.35
5Y Beta	0.68	0.04
5Y Dividends CAGR	5.53%	9.67%

Net Assets

BBCA

$10B

SCHZ

$10B

Expense Ratio

BBCA

0.19%

Winner

SCHZ

0.03%

Max Drawdown

BBCA

42.81%

Winner

SCHZ

24.30%

Sharpe Ratio

Winner

BBCA

2.06

SCHZ

0.35

5Y Beta

BBCA

0.68

Winner

SCHZ

0.04

5Y Dividends CAGR

BBCA

5.53%

Winner

SCHZ

9.67%

BBCA vs SCHZ - Historical Returns

Returns include dividend reinvestment.

Period	BBCA	SCHZ
1 month	+2.63%	+0.12%
3 months	+3.18%	+0.06%
6 months	+16.76%	+0.94%
1 year	+35.38%	+5.58%
5 years(CAGR)	+11.91%	+0.17%
10 years(CAGR)	N/A	+1.58%
Max(CAGR)	+12.13%	+2.13%

Winner

BBCA

+2.63%

SCHZ

+0.12%

Winner

BBCA

+3.18%

SCHZ

+0.06%

Winner

BBCA

+16.76%

SCHZ

+0.94%

Winner

BBCA

+35.38%

SCHZ

+5.58%

5Y(CAGR)

Winner

BBCA

+11.91%

SCHZ

+0.17%

10Y(CAGR)

BBCA

N/A

SCHZ

+1.58%

Max(CAGR)

Winner

BBCA

+12.13%

SCHZ

+2.13%

BBCA vs SCHZ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BBCA	SCHZ
2026	+6.94%	+0.64%
2025	+34.03%	+7.19%
2024	+13.94%	+1.72%
2023	+15.72%	+4.98%
2022	-12.85%	-12.55%
2021	+27.85%	-1.62%
2020	+5.77%	+7.24%
2019	+27.65%	+8.39%
2018	-15.38%	-0.16%
2017	N/A	+3.26%
2016	N/A	+2.13%
2015	N/A	+0.27%
2014	N/A	+6.09%
2013	N/A	-1.85%
2012	N/A	+3.78%
2011	N/A	+4.23%

BBCA vs SCHZ Drawdown Comparison

The maximum drawdown for BBCA was -42.81%, occurring on Mar 23, 2020. Recovery took 196 trading sessions.

The maximum drawdown for SCHZ was -18.74%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current BBCA drawdown is -1.09%. The current SCHZ drawdown is -2.14%.

Rank	BBCA	SCHZ
#1	-42.81% Feb 19, 2020 - Nov 25, 2020	-18.74% Aug 4, 2020 - Oct 24, 2022
#2	-24.44% Mar 30, 2022 - May 17, 2024	-10.27% Mar 6, 2020 - May 22, 2020
#3	-19.60% Aug 27, 2018 - Apr 17, 2019	-4.89% May 2, 2013 - May 9, 2014
#4	-12.37% Dec 5, 2024 - May 2, 2025	-4.35% Jul 8, 2016 - Aug 29, 2017
#5	-8.43% Mar 2, 2026 - Apr 17, 2026	-3.51% Sep 7, 2017 - Jan 31, 2019
#6	-7.66% Nov 12, 2021 - Jan 12, 2022	-2.78% Apr 17, 2015 - Feb 8, 2016
#7	-6.37% Jun 15, 2021 - Sep 2, 2021	-2.12% Sep 4, 2019 - Jan 21, 2020
#8	-6.17% Jul 16, 2024 - Aug 15, 2024	-1.81% Feb 2, 2015 - Apr 15, 2015
#9	-5.72% Jan 12, 2022 - Mar 17, 2022	-1.73% Sep 22, 2011 - Dec 14, 2011
#10	-5.43% Jul 11, 2019 - Sep 16, 2019	-1.40% Jan 31, 2012 - Apr 23, 2012
#11	-5.24% Sep 3, 2021 - Oct 13, 2021	-1.36% Aug 2, 2012 - Oct 1, 2012
#12	-5.04% Jan 20, 2021 - Feb 8, 2021	-1.26% Dec 5, 2012 - Apr 5, 2013
#13	-4.55% Apr 22, 2019 - Jun 20, 2019	-1.14% Aug 29, 2014 - Oct 7, 2014
#14	-4.42% May 17, 2024 - Jul 11, 2024	-1.10% Aug 18, 2011 - Sep 2, 2011
#15	-4.14% Sep 19, 2019 - Nov 4, 2019	-0.96% Oct 16, 2014 - Dec 12, 2014

Correlation

Correlation between BBCA and SCHZ is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2011 - 2026)

BBCA vs SCHZ dividend yield comparison.

Year	BBCA	SCHZ
2026	0.27%	1.38%
2025	1.83%	4.05%
2024	2.36%	3.96%
2023	2.51%	3.28%
2022	2.65%	2.63%
2021	2.17%	2.16%
2020	2.41%	2.43%
2019	2.32%	2.79%
2018	1.21%	2.56%
2017	0.00%	2.40%
2016	0.00%	2.24%
2015	0.00%	2.11%
2014	0.00%	2.03%
2013	0.00%	2.01%
2012	0.00%	2.04%
2011	0.00%	0.76%