BBUS was created on 2019-03-12 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 4847.81m in AUM and 545 holdings. BBUS tracks an index of US equities", selected and weighted by market cap.
SCHK was created on 2017-10-11 by Schwab. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 4125.57m in AUM and 985 holdings. SCHK tracks a proprietary market-cap-weighted index that includes 1",000 of the largest US-listed stocks.
Key Details
Mar 12, 2019
Oct 11, 2017
Equity
Equity
Total Market
Large Cap
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
SeekingAlpha
Volatility-controlled indices with intraday features have gained significant traction in the fixed index annuity market, particularly during periods of heightened market turbulence.
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In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
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BKLC is a strong core ETF with a 0.00% ER, but discover alternatives like JQUA & FLRG for diversification in today's uncertain market. Read why BKLC is a Hold.
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Small-cap underperformance has historical precedent â but cycles turn. Click here to read more.
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Q2 2025 Equity Market Outlook
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BBUS is a low-cost ETF covering 85% of the U.S. stock market. Gain broad exposure with added diversification and competitive performance. See more here.
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In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
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Vanguard reduced fees on 87 funds earlier this year, and Schwab just lowered costs on ETFs with $66 billion in total assets.
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Q2 2025 Equity Market Outlook
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GUSA comprises a portfolio of the largest 1,000 U.S. securities weighted by free-float market cap. Read why I've assigned GUSA ETF a neutral hold rating.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
YEAR | -0.03% | $1.44B | 0.25% | |
IBMS | -0.03% | $85.44M | 0.18% | |
NUBD | 0.26% | $393.60M | 0.16% | |
WEAT | -0.33% | $127.68M | 0.28% | |
MLN | -0.43% | $526.11M | 0.24% | |
CTA | -0.49% | $1.09B | 0.76% | |
LMBS | -0.52% | $5.06B | 0.64% | |
CGCB | 0.60% | $2.39B | 0.27% | |
TLH | 0.82% | $11.29B | 0.15% | |
BNDW | 1.11% | $1.27B | 0.05% | |
BUXX | -1.39% | $311.68M | 0.25% | |
FIXD | 1.43% | $3.40B | 0.65% | |
SUB | 1.51% | $9.86B | 0.07% | |
GOVI | -1.53% | $916.85M | 0.15% | |
SGOV | -1.59% | $49.43B | 0.09% | |
NYF | 1.59% | $888.81M | 0.25% | |
SHM | -1.68% | $3.40B | 0.2% | |
FMB | 1.75% | $1.90B | 0.65% | |
BSMR | 1.82% | $255.70M | 0.18% | |
IBND | -1.84% | $371.92M | 0.5% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VOO | 99.93% | $681.95B | 0.03% | |
SPLG | 99.93% | $70.02B | 0.02% | |
IVV | 99.92% | $574.93B | 0.03% | |
IWB | 99.89% | $39.95B | 0.15% | |
SCHX | 99.88% | $54.12B | 0.03% | |
SCHK | 99.88% | $4.13B | 0.03% | |
ESGU | 99.87% | $13.29B | 0.15% | |
ILCB | 99.85% | $995.83M | 0.03% | |
PBUS | 99.85% | $7.33B | 0.04% | |
SPTM | 99.84% | $10.20B | 0.03% | |
GSUS | 99.84% | $2.52B | 0.07% | |
IYY | 99.83% | $2.39B | 0.2% | |
VV | 99.81% | $41.05B | 0.04% | |
ITOT | 99.80% | $67.73B | 0.03% | |
VONE | 99.80% | $6.08B | 0.07% | |
SCHB | 99.79% | $33.16B | 0.03% | |
DFUS | 99.79% | $14.74B | 0.09% | |
IWV | 99.77% | $15.24B | 0.2% | |
VTI | 99.76% | $483.46B | 0.03% | |
SPY | 99.75% | $604.61B | 0.0945% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 84.74% | $97.09B | +45.21% | 0.58% |
BNT | 83.98% | $11.84B | +45.09% | 0.00% |
JHG | 83.28% | $5.79B | +8.19% | 4.29% |
ITT | 83.10% | $11.87B | +16.05% | 0.89% |
AXP | 82.96% | $209.19B | +29.61% | 0.98% |
PH | 82.93% | $83.40B | +29.47% | 1.03% |
KKR | 81.88% | $109.19B | +12.66% | 0.58% |
TROW | 81.78% | $20.54B | -21.29% | 5.40% |
MKSI | 81.27% | $6.08B | -30.97% | 0.98% |
BX | 80.91% | $167.05B | +10.93% | 2.54% |
ADI | 80.82% | $113.32B | -1.17% | 1.67% |
ARES | 80.45% | $36.21B | +25.78% | 2.49% |
WAB | 80.26% | $34.22B | +24.19% | 0.45% |
EMR | 80.19% | $72.19B | +18.37% | 1.64% |
APO | 80.13% | $76.88B | +14.21% | 1.42% |
GS | 79.63% | $196.62B | +42.34% | 1.88% |
FLS | 79.62% | $6.02B | -3.85% | 1.82% |
SEIC | 79.57% | $10.36B | +26.47% | 1.17% |
BLK | 79.48% | $150.97B | +23.72% | 2.11% |
AMZN | 79.43% | $2.23T | +10.90% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.83% | $23.65B | +28.39% | 1.11% |
ED | -15.04% | $36.38B | +11.77% | 3.31% |
AWK | -12.35% | $27.55B | +8.20% | 2.20% |
K | -10.60% | $27.29B | +36.86% | 2.90% |
MKTX | -8.71% | $8.24B | +13.05% | 1.36% |
CME | -7.61% | $98.73B | +40.88% | 3.86% |
DG | -5.84% | $24.54B | -13.40% | 2.11% |
BCE | -5.49% | $20.01B | -33.40% | 11.34% |
ASPS | -4.68% | $120.09M | -10.00% | 0.00% |
KR | -4.30% | $47.92B | +43.34% | 1.77% |
AMT | -3.28% | $101.81B | +11.61% | 3.05% |
VSA | -3.27% | $8.84M | -9.57% | 0.00% |
TU | -3.06% | $24.40B | +1.52% | 7.23% |
DUK | -2.38% | $89.70B | +15.58% | 3.61% |
LTM | -2.33% | $11.44B | -96.07% | 2.70% |
MO | -2.18% | $100.65B | +30.63% | 6.83% |
ZCMD | -1.88% | $37.12M | +21.49% | 0.00% |
EXC | -1.80% | $43.01B | +22.48% | 3.64% |
WTRG | -1.50% | $10.47B | +0.30% | 3.48% |
AEP | -1.50% | $54.35B | +16.89% | 3.58% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.75% | $100.67M | 0.59% | |
VIXY | -80.58% | $179.90M | 0.85% | |
BTAL | -66.22% | $288.83M | 1.43% | |
IVOL | -46.08% | $346.86M | 1.02% | |
SPTS | -35.35% | $5.75B | 0.03% | |
FXY | -33.80% | $843.23M | 0.4% | |
XONE | -33.56% | $641.06M | 0.03% | |
FTSD | -33.31% | $228.65M | 0.25% | |
UTWO | -30.31% | $372.95M | 0.15% | |
SCHO | -29.06% | $10.98B | 0.03% | |
VGSH | -28.58% | $22.57B | 0.03% | |
IBTI | -24.07% | $1.04B | 0.07% | |
IBTG | -23.59% | $1.96B | 0.07% | |
IBTH | -23.45% | $1.58B | 0.07% | |
XHLF | -22.60% | $1.72B | 0.03% | |
BILS | -21.49% | $3.91B | 0.1356% | |
IBTJ | -21.34% | $677.96M | 0.07% | |
IEI | -19.43% | $15.32B | 0.15% | |
SHYM | -19.27% | $331.63M | 0.35% | |
IBTK | -18.03% | $435.51M | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IBMS | 0.11% | $85.44M | 0.18% | |
WEAT | -0.26% | $127.68M | 0.28% | |
YEAR | 0.30% | $1.44B | 0.25% | |
MLN | -0.42% | $526.11M | 0.24% | |
NUBD | 0.47% | $393.60M | 0.16% | |
CTA | -0.76% | $1.09B | 0.76% | |
CGCB | 0.77% | $2.39B | 0.27% | |
LMBS | -0.93% | $5.06B | 0.64% | |
TLH | 1.21% | $11.29B | 0.15% | |
BNDW | 1.23% | $1.27B | 0.05% | |
GOVI | -1.23% | $916.85M | 0.15% | |
SGOV | -1.38% | $49.43B | 0.09% | |
IBMN | 1.52% | $447.90M | 0.18% | |
SHM | -1.56% | $3.40B | 0.2% | |
FIXD | 1.58% | $3.40B | 0.65% | |
SUB | 1.58% | $9.86B | 0.07% | |
NYF | 1.68% | $888.81M | 0.25% | |
FMB | 1.80% | $1.90B | 0.65% | |
BUXX | -1.81% | $311.68M | 0.25% | |
BSMR | 1.86% | $255.70M | 0.18% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IWB | 99.90% | $39.95B | 0.15% | |
BBUS | 99.88% | $4.85B | 0.02% | |
ITOT | 99.87% | $67.73B | 0.03% | |
SCHX | 99.85% | $54.12B | 0.03% | |
VTI | 99.85% | $483.46B | 0.03% | |
SPLG | 99.85% | $70.02B | 0.02% | |
SPTM | 99.85% | $10.20B | 0.03% | |
SCHB | 99.84% | $33.16B | 0.03% | |
DFUS | 99.83% | $14.74B | 0.09% | |
VOO | 99.83% | $681.95B | 0.03% | |
IVV | 99.82% | $574.93B | 0.03% | |
ESGU | 99.82% | $13.29B | 0.15% | |
PBUS | 99.81% | $7.33B | 0.04% | |
ILCB | 99.80% | $995.83M | 0.03% | |
IYY | 99.80% | $2.39B | 0.2% | |
IWV | 99.80% | $15.24B | 0.2% | |
DFAU | 99.79% | $8.14B | 0.12% | |
VONE | 99.78% | $6.08B | 0.07% | |
GSUS | 99.77% | $2.52B | 0.07% | |
SPY | 99.71% | $604.61B | 0.0945% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
HUSA | -0.20% | $23.22M | +25.42% | 0.00% |
VRCA | 0.23% | $54.09M | -92.15% | 0.00% |
AGL | -0.24% | $873.44M | -67.64% | 0.00% |
JNJ | -0.26% | $360.41B | +0.70% | 3.34% |
SO | 0.33% | $98.15B | +13.82% | 3.23% |
NEOG | -0.37% | $1.07B | -70.19% | 0.00% |
LITB | 0.61% | $21.33M | -76.51% | 0.00% |
STG | -0.62% | $28.22M | -26.35% | 0.00% |
MSEX | 0.87% | $1.01B | +9.14% | 2.39% |
DFDV | -0.93% | $366.54M | +2,620.91% | 0.00% |
PPC | 0.95% | $10.77B | +39.20% | 0.00% |
VSTA | -1.27% | $340.06M | +35.03% | 0.00% |
TEF | 1.33% | $29.06B | +19.49% | 6.31% |
UUU | -1.46% | $7.19M | +88.48% | 0.00% |
AEP | -1.50% | $54.35B | +16.89% | 3.58% |
WTRG | -1.50% | $10.47B | +0.30% | 3.48% |
EXC | -1.80% | $43.01B | +22.48% | 3.64% |
CYCN | 1.83% | $9.47M | +9.67% | 0.00% |
ZCMD | -1.88% | $37.12M | +21.49% | 0.00% |
VHC | 2.04% | $31.79M | +36.36% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.50% | $100.67M | 0.59% | |
VIXY | -80.39% | $179.90M | 0.85% | |
BTAL | -67.05% | $288.83M | 1.43% | |
IVOL | -46.50% | $346.86M | 1.02% | |
SPTS | -35.23% | $5.75B | 0.03% | |
FXY | -33.81% | $843.23M | 0.4% | |
FTSD | -33.65% | $228.65M | 0.25% | |
XONE | -33.10% | $641.06M | 0.03% | |
UTWO | -30.11% | $372.95M | 0.15% | |
SCHO | -29.09% | $10.98B | 0.03% | |
VGSH | -28.45% | $22.57B | 0.03% | |
IBTI | -23.96% | $1.04B | 0.07% | |
IBTH | -23.50% | $1.58B | 0.07% | |
IBTG | -23.40% | $1.96B | 0.07% | |
XHLF | -22.11% | $1.72B | 0.03% | |
BILS | -21.48% | $3.91B | 0.1356% | |
IBTJ | -21.08% | $677.96M | 0.07% | |
SHYM | -19.82% | $331.63M | 0.35% | |
IEI | -19.28% | $15.32B | 0.15% | |
IBTK | -17.76% | $435.51M | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.42% | $23.65B | +28.39% | 1.11% |
ED | -14.77% | $36.38B | +11.77% | 3.31% |
AWK | -12.37% | $27.55B | +8.20% | 2.20% |
K | -10.84% | $27.29B | +36.86% | 2.90% |
MKTX | -8.23% | $8.24B | +13.05% | 1.36% |
CME | -7.15% | $98.73B | +40.88% | 3.86% |
DG | -6.41% | $24.54B | -13.40% | 2.11% |
BCE | -5.66% | $20.01B | -33.40% | 11.34% |
ASPS | -5.18% | $120.09M | -10.00% | 0.00% |
KR | -4.38% | $47.92B | +43.34% | 1.77% |
AMT | -3.52% | $101.81B | +11.61% | 3.05% |
VSA | -3.29% | $8.84M | -9.57% | 0.00% |
TU | -3.11% | $24.40B | +1.52% | 7.23% |
LTM | -2.71% | $11.44B | -96.07% | 2.70% |
DUK | -2.29% | $89.70B | +15.58% | 3.61% |
MO | -2.11% | $100.65B | +30.63% | 6.83% |
WTRG | -2.00% | $10.47B | +0.30% | 3.48% |
UUU | -1.76% | $7.19M | +88.48% | 0.00% |
EXC | -1.71% | $43.01B | +22.48% | 3.64% |
ZCMD | -1.50% | $37.12M | +21.49% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 84.40% | $97.09B | +45.21% | 0.58% |
BNT | 83.64% | $11.84B | +45.09% | 0.00% |
JHG | 82.87% | $5.79B | +8.19% | 4.29% |
AXP | 82.36% | $209.19B | +29.61% | 0.98% |
ITT | 82.31% | $11.87B | +16.05% | 0.89% |
PH | 82.18% | $83.40B | +29.47% | 1.03% |
KKR | 81.35% | $109.19B | +12.66% | 0.58% |
TROW | 81.21% | $20.54B | -21.29% | 5.40% |
MKSI | 80.81% | $6.08B | -30.97% | 0.98% |
ADI | 80.49% | $113.32B | -1.17% | 1.67% |
BX | 80.32% | $167.05B | +10.93% | 2.54% |
APO | 79.85% | $76.88B | +14.21% | 1.42% |
ARES | 79.81% | $36.21B | +25.78% | 2.49% |
AMZN | 79.70% | $2.23T | +10.90% | 0.00% |
WAB | 79.67% | $34.22B | +24.19% | 0.45% |
EMR | 79.58% | $72.19B | +18.37% | 1.64% |
SEIC | 79.40% | $10.36B | +26.47% | 1.17% |
BLK | 79.27% | $150.97B | +23.72% | 2.11% |
GS | 78.99% | $196.62B | +42.34% | 1.88% |
FLS | 78.86% | $6.02B | -3.85% | 1.82% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
VRCA | -0.01% | $54.09M | -92.15% | 0.00% |
HUSA | 0.05% | $23.22M | +25.42% | 0.00% |
JNJ | -0.10% | $360.41B | +0.70% | 3.34% |
STG | -0.21% | $28.22M | -26.35% | 0.00% |
SO | 0.40% | $98.15B | +13.82% | 3.23% |
VSTA | -0.52% | $340.06M | +35.03% | 0.00% |
NEOG | -0.63% | $1.07B | -70.19% | 0.00% |
MSEX | 0.71% | $1.01B | +9.14% | 2.39% |
LITB | 0.78% | $21.33M | -76.51% | 0.00% |
AGL | -0.79% | $873.44M | -67.64% | 0.00% |
PPC | 0.89% | $10.77B | +39.20% | 0.00% |
DFDV | -1.29% | $366.54M | +2,620.91% | 0.00% |
AEP | -1.36% | $54.35B | +16.89% | 3.58% |
ZCMD | -1.50% | $37.12M | +21.49% | 0.00% |
TEF | 1.53% | $29.06B | +19.49% | 6.31% |
EXC | -1.71% | $43.01B | +22.48% | 3.64% |
UUU | -1.76% | $7.19M | +88.48% | 0.00% |
ALHC | 1.89% | $2.76B | +92.29% | 0.00% |
WTRG | -2.00% | $10.47B | +0.30% | 3.48% |
MO | -2.11% | $100.65B | +30.63% | 6.83% |
BBUS - Traded Fund Trust JPMorgan BetaBuilders U.S. Equity ETF and SCHK - Schwab 1000 Index ETF have a 511 holding overlap. Which accounts for a 93.4% overlap.
Number of overlapping holdings
511
% of overlapping holdings
93.35%
Name | Weight in BBUS | Weight in SCHK |
---|---|---|
6.80% | 6.43% | |
6.50% | 6.41% | |
5.78% | 5.32% | |
3.89% | 3.61% | |
2.86% | 2.74% | |
2.20% | 2.12% | |
1.86% | 1.82% | |
1.73% | 1.62% | |
1.71% | 1.60% | |
1.65% | 1.48% |
Traded Fund Trust JPMorgan BetaBuilders U.S. Equity ETF - BBUS is made up of 524 holdings. Schwab 1000 Index ETF - SCHK is made up of 985 holdings.
Name | Weight |
---|---|
![]() | 6.80% |
![]() | 6.50% |
![]() | 5.78% |
![]() | 3.89% |
2.86% | |
![]() | 2.20% |
![]() | 1.86% |
![]() | 1.73% |
1.71% | |
![]() | 1.65% |
1.47% | |
1.17% | |
1.12% | |
![]() | 1.01% |
0.95% | |
0.84% | |
0.83% | |
0.80% | |
0.71% | |
0.69% | |
0.66% | |
- | 0.65% |
![]() | 0.64% |
![]() | 0.63% |
0.60% | |
0.56% | |
0.54% | |
0.53% | |
0.52% | |
0.50% |
Name | Weight |
---|---|
![]() | 6.43% |
![]() | 6.41% |
![]() | 5.32% |
![]() | 3.61% |
2.74% | |
![]() | 2.12% |
![]() | 1.82% |
![]() | 1.62% |
1.60% | |
![]() | 1.48% |
1.38% | |
1.11% | |
1.06% | |
![]() | 0.94% |
0.89% | |
0.79% | |
0.78% | |
0.74% | |
0.67% | |
0.65% | |
0.62% | |
![]() | 0.62% |
![]() | 0.59% |
0.54% | |
0.52% | |
0.51% | |
0.51% | |
0.48% | |
0.47% | |
0.47% |