BBUSvsSCHX

JPMorgan BetaBuilders U.S. Equity ETF or Schwab U.S. Large-Cap ETF, side by side from their own SEC filings. 92% of their stock holdings are the same at the same weight, across 452 stocks in both. BBUS costs 0.02% a year against 0.03% for SCHX, $1 a year less on $10,000. Over the last twelve months BBUS returned +18.8% and SCHX +29.0%.

92%of the two portfolios is the same stocks at the same weight
BBUS99% in stocks the other holds too
SCHX95% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

BBUSSCHXYearly cost0.02%0.03%Net assets$8.9B$72.6BPositions472751Last 12 months+18.8%+29.0%3 years, a year+19.2%+23.5%5 years, a year+12.3%+13.5%Largest holdingNVDA 7.3%NVDA 7.5%Main sectorTechnology 37%Technology 38%Holdings as ofJul 31, 2026May 31, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from September 2019, the first month both report, dividends reinvested.

BBUS$285SCHX$283
September 2019May 2026

More comparisons

From each fund’s Form N-PORT (BBUS: July 2026, SCHX: May 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.