SMBS vs BBAX
Comparison between SCHWAB MORTGAGE-BACKED SECURITIES ETF (SMBS, ETF) and JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF (BBAX, ETF).
SMBS vs BBAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMBS
$6.30B
Winner
BBAX
$6.40B
Expense Ratio
Winner
SMBS
0.03%
BBAX
0.19%
Max Drawdown
Winner
SMBS
3.68%
BBAX
39.64%
Sharpe Ratio
SMBS
0.69
Winner
BBAX
1.39
5Y Beta
Winner
SMBS
0.03
BBAX
0.74
5Y Dividends CAGR
SMBS
N/A
BBAX
7.67%
SMBS vs BBAX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMBS
-0.66%
BBAX
-1.47%
3M
SMBS
-1.16%
Winner
BBAX
+0.60%
6M
SMBS
+1.22%
Winner
BBAX
+13.61%
1Y
SMBS
+6.49%
Winner
BBAX
+24.22%
5Y(CAGR)
SMBS
N/A
BBAX
+5.86%
Max(CAGR)
SMBS
+5.72%
Winner
BBAX
+6.95%
SMBS vs BBAX - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | SMBS | BBAX |
|---|---|---|
| 2026 | +0.56% | +10.18% |
| 2025 | +8.23% | +20.43% |
| 2024 | -0.07% | +3.69% |
| 2023 | N/A | +5.73% |
| 2022 | N/A | -4.79% |
| 2021 | N/A | +4.72% |
| 2020 | N/A | +6.61% |
| 2019 | N/A | +19.97% |
| 2018 | N/A | -9.66% |
SMBS vs BBAX Drawdown Comparison
The maximum drawdown for SMBS was -3.20%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The maximum drawdown for BBAX was -39.64%, occurring on Mar 23, 2020. Recovery took 217 trading sessions.
The current SMBS drawdown is -1.57%. The current BBAX drawdown is -2.24%.
| Rank | SMBS | BBAX |
|---|---|---|
| #1 | -3.20% Dec 6, 2024 - Feb 25, 2025 | -39.64% Jan 16, 2020 - Nov 24, 2020 |
| #2 | -2.83% Apr 4, 2025 - Jun 26, 2025 | -24.40% Jun 4, 2021 - Sep 16, 2024 |
| #3 | -2.53% Feb 27, 2026 - Mar 26, 2026 | -20.13% Oct 2, 2024 - Jun 2, 2025 |
| #4 | -1.11% Jun 26, 2025 - Aug 1, 2025 | -12.75% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -0.90% Oct 28, 2025 - Nov 25, 2025 | -10.47% Jul 3, 2019 - Jan 2, 2020 |
| #6 | -0.89% Mar 3, 2025 - Apr 1, 2025 | -9.00% Feb 25, 2026 - Mar 30, 2026 |
| #7 | -0.85% Sep 16, 2025 - Oct 14, 2025 | -6.25% Oct 28, 2025 - Dec 23, 2025 |
| #8 | -0.78% Nov 26, 2025 - Dec 18, 2025 | -4.99% Jan 21, 2021 - Feb 11, 2021 |
| #9 | -0.58% Jan 14, 2026 - Feb 6, 2026 | -4.66% May 3, 2019 - Jun 19, 2019 |
| #10 | -0.47% Aug 13, 2025 - Aug 22, 2025 | -4.51% Feb 23, 2021 - Apr 14, 2021 |
| #11 | -0.39% Aug 5, 2025 - Aug 13, 2025 | -3.87% Sep 15, 2025 - Oct 28, 2025 |
| #12 | -0.39% Dec 29, 2025 - Jan 7, 2026 | -2.80% Nov 25, 2020 - Dec 4, 2020 |
| #13 | -0.38% Nov 25, 2024 - Nov 29, 2024 | -2.78% Aug 8, 2018 - Aug 29, 2018 |
| #14 | -0.36% Apr 1, 2025 - Apr 3, 2025 | -2.77% May 10, 2021 - May 28, 2021 |
| #15 | -0.31% Oct 21, 2025 - Oct 28, 2025 | -2.71% Jun 10, 2025 - Jun 26, 2025 |
Correlation
Correlation between SMBS and BBAX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2018 - 2026)
SMBS vs BBAX dividend yield comparison.
| Year | SMBS | BBAX |
|---|---|---|
| 2026 | 1.70% | 0.78% |
| 2025 | 4.83% | 3.86% |
| 2024 | 0.50% | 4.13% |
| 2023 | 0.00% | 4.17% |
| 2022 | 0.00% | 5.06% |
| 2021 | 0.00% | 5.47% |
| 2020 | 0.00% | 2.57% |
| 2019 | 0.00% | 4.07% |
| 2018 | 0.00% | 1.36% |
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