SCHZ vs BBCA

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

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

SCHZ vs BBCA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SCHZ

$10B

BBCA

$10B

Expense Ratio

Winner

SCHZ

0.03%

BBCA

0.19%

Max Drawdown

Winner

SCHZ

24.30%

BBCA

42.81%

Sharpe Ratio

SCHZ

0.35

Winner

BBCA

2.06

5Y Beta

Winner

SCHZ

0.04

BBCA

0.68

5Y Dividends CAGR

Winner

SCHZ

9.67%

BBCA

5.53%

SCHZ vs BBCA - Historical Returns

Returns include dividend reinvestment.

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

SCHZ

+0.12%

Winner

BBCA

+2.63%

SCHZ

+0.06%

Winner

BBCA

+3.18%

SCHZ

+0.94%

Winner

BBCA

+16.76%

SCHZ

+5.58%

Winner

BBCA

+35.38%

5Y(CAGR)

SCHZ

+0.17%

Winner

BBCA

+11.91%

10Y(CAGR)

SCHZ

+1.58%

BBCA

N/A

Max(CAGR)

SCHZ

+2.13%

Winner

BBCA

+12.13%

SCHZ vs BBCA - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

SCHZ vs BBCA Drawdown Comparison

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

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

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

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

Correlation

Correlation between SCHZ and BBCA 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)

SCHZ vs BBCA dividend yield comparison.

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