Data as of Oct 28, 2026.
BBMC vs SCHA: Differences, Returns & Fees
Over the year to Oct 28, 2026, BBMC returned +17.6% to SCHA's +17.8%; 29% of their weight is in the same names.
askIQ about this page
askIQ about BBMC and SCHA
Net assets: $2.1bn on Oct 28, 2026 for JPMorgan BetaBuilders U.S. Mid Cap Equity ETF, and $22.6bn on Aug 31, 2026 for Schwab U.S. Small-Cap ETF.
Pair scorecard
SCHA costs 0.04 points a year less; their one-year returns differ by 0.2 points.
| Measure | BBMC | SCHA |
|---|---|---|
| Return | ||
| Total return, 1 year | +17.6% | +17.8% |
| Drawdown | ||
| Below its high | 5.2%, high on Aug 14, 2026 | 7.9%, high on Jun 30, 2026 |
| Benchmark | ||
| What it tracks | Morning- star US Mid Cap Target Market Exposure Extended Index | Dow Jones U.S. Small-Cap Total Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.07% | 0.03% |
| Net assets, BBMC as of Oct 28, 2026 and SCHA as of Aug 31, 2026 | $2.1bn | $22.6bn |
| Holdings | ||
| Holdings in common | 29% | |
| Top ten holdings, share of the fund | 8.1% | 10.1% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
What they share
By the books each fund has filed, BBMC and SCHA hold 29% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
29% in common
Only in one fund ↓
Side by side
BBMC and SCHA on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BBMC and SCHA are built for the same job. How do they differ in cost, holdings and results?
- What each follows. BBMC follows Morning- star US Mid Cap Target Market Exposure Extended Index and SCHA follows Dow Jones U.S. Small-Cap Total Stock Market Index.
- Holdings in common. 29% of the weight is in the same securities (holdings dated Oct 27, 2026 and Aug 31, 2026).
- Number of holdings. BBMC holds 459 positions and SCHA holds 1705.
Data as of Oct 28, 2026.
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
BBMC
BBMC tracks an index. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested. The prospectus expense ratio is 0.07% a year. By its holdings published by its issuer for Oct 27, 2026, 21% of the fund by weight is stocks the S&P 500 also holds, across 459 positions, with the top ten at 8.1%. It sat 5.2% below its high of Aug 14, 2026 on Oct 28, 2026.
SCHA
SCHA tracks an index. Over the year to Oct 28, 2026 it returned +17.8% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 7% of the fund by weight is stocks the S&P 500 also holds, across 1,705 positions, with the top ten at 10.1%. It sat 7.9% below its high of Jun 30, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, BBMC or SCHA?
- In the year to Oct 28, 2026, with distributions reinvested, BBMC returned +17.6% and SCHA +17.8%.
- Which is cheaper, BBMC or SCHA?
- SCHA is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, BBMC against SCHA, data as of Oct 28, 2026. https://etfiq.com/compare/any/bbmc-vs-scha
ETFIQ. (Oct 28, 2026). BBMC against SCHA. Retrieved from https://etfiq.com/compare/any/bbmc-vs-scha
[BBMC against SCHA (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/bbmc-vs-scha)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.