The article compares two U.S. small-cap ETFs, the JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) and the Schwab U.S. Small-Cap ETF (SCHA), which both track U.S. small-cap indexes but differ in cost, size and holdings. SCHA has the lower expense ratio at 0.03% versus 0.09% for BBSC, and holds 1,753 positions against BBSC's 849. Over five years, total returns were similar: 37% for SCHA (CAGR 6.5%) and 38% for BBSC (CAGR 6.7%). SCHA's dividend yield of 1.15% is slightly higher than BBSC's 1.09%, and the article says SCHA also offers greater liquidity. Overall, the article concludes SCHA has the edge on fees, income and liquidity.
Summary written by Upside AI from the original article. Read the source for full details.
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